Iron Mountain Inc

IRM

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001020569

SEC filings (opens in a new tab)

In the last 90 days, Iron Mountain Inc insiders filed 0 open-market purchases and 6 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

Q3 2022 vs. Q2 2022

How the institutions holding Iron Mountain Inc changed between Q2 2022 and Q3 2022.

All holders in Q3 2022 All holders in Q2 2022

13F holders of IRM: Q2 2022 compared with Q3 2022
Measure	Q2 2022	Of which not filed for Q3 2022	Q3 2022	Change
Holders	767	15	743	−9
Shares	224.1M	157.2K	227.0M	+3.02M (+1.4%)
Value	$10.9B	$7.67M	$10.0B	−$913.1M (−8.4%)

15 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Iron Mountain Inc at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to IRM in Q3 2022
Institution	Shares	Value	% of portfolio
Marshall Wace, LLP	274,271	$12.1M	0.03%
Captrust Financial Advisors	263,713	$11.6M	0.07%
Susquehanna Fundamental Investments, LLC	187,118	$8.23M	0.14%
Tredje AP-fonden	57,225	$2.52M	0.05%
Railway Pension Investments Ltd	51,300	$2.26M	0.02%
NorthCrest Asset Manangement, LLC	35,733	$1.57M	0.09%
Czech National Bank	33,775	$1.49M	0.04%
De Burlo Group Inc	33,600	$1.48M	0.35%
Ossiam	30,326	$1.33M	0.04%
Horizon Investments, LLC	29,991	$1.32M	0.04%
Teachers Retirement System of the State of Kentucky	26,637	$1.17M	0.01%
EP Wealth Advisors, LLC	23,155	$1.02M	0.02%
Budros, Ruhlin & Roe, Inc.	21,115	$928.0K	0.11%
D. E. Shaw & Co., Inc.	16,648	$732.0K	0.00%
Virginia Retirement Systems Et Al	15,800	$694.7K	0.01%
Two Sigma Investments, LP	14,656	$644.0K	0.00%
Advisor Partners II, LLC	14,168	$623.0K	0.05%
Perigon Wealth Management, LLC	12,728	$560.0K	0.05%
Ameliora Wealth Management Ltd.	12,100	$549.0K	0.30%
Chiron Investment Management, LLC	11,908	$524.0K	0.11%
Tudor Investment Corp Et Al	11,163	$491.0K	0.01%
Atlantic Private Wealth, LLC	10,852	$477.0K	0.54%
American Institute for Advanced Investment Management, LLP	10,555	$464.0K	0.43%
Pearl River Capital, LLC	10,445	$459.0K	0.09%
Assenagon Asset Management S.A.	10,167	$447.0K	0.00%
Rational Advisors LLC	9,966	$438.0K	0.03%
Founders Financial Alliance, LLC	9,720	$427.0K	0.22%
Brookfield Asset Management Inc.	9,512	$418.0K	0.00%
Gsa Capital Partners LLP	8,240	$362.0K	0.05%
Naviter Wealth, LLC	7,153	$319.0K	0.13%
XTX Topco Ltd	6,318	$278.0K	0.07%
Hennion & Walsh Asset Management, Inc.	6,203	$273.0K	0.02%
MQS Management LLC	6,117	$269.0K	0.17%
Independent Solutions Wealth Management, LLC	5,745	$252.6K	0.08%
Sunbelt Securities, Inc.	5,550	$244.0K	0.05%
NewEdge Wealth, LLC	5,533	$243.0K	0.01%
Maven Securities LTD	5,241	$230.0K	0.01%
Stevens Capital Management LP	5,208	$229.0K	0.15%
Verition Fund Management LLC	5,154	$227.0K	0.00%
Coastline Trust Co	4,996	$220.0K	0.04%
Corient Capital Partners, LLC	4,504	$219.0K	0.02%
Howland Capital Management LLC	4,854	$216.0K	0.01%
Bluefin Capital Management, LLC	4,800	$211.0K	0.02%
Seelaus Asset Management LLC	4,700	$207.0K	0.16%
Financial Advocates Investment Management	18,386	$204.0K	0.02%
Boston Financial Mangement LLC	4,600	$202.0K	0.01%
Belpointe Asset Management LLC	2,720	$120.0K	0.01%
SJS Investment Consulting Inc.	1,600	$70.0K	0.02%
Capstone Investment Advisors, LLC	1,549	$68.0K	0.00%
Wipfli Financial Advisors LLC,	941	$42.0K	0.00%
First Personal Financial Services	785	$35.0K	0.01%
Abound Wealth Management	778	$34.2K	0.02%
RWM Asset Management, LLC	500	$22.0K	0.00%
Activest Wealth Management	400	$18.0K	0.01%
Axiom Investment Management LLC	300	$13.0K	0.03%
MUFG Americas Holdings Corp	150	$7.00K	0.00%
EverSource Wealth Advisors, LLC	150	$7.00K	0.00%
Moisand Fitzgerald Tamayo, LLC	111	$5.00K	0.00%
Capital Advisors, Ltd. LLC	90	$4.00K	0.00%
Almanack Investment Partners, LLC.	92	$4.00K	0.00%
FourThought Financial, LLC	45	$2.00K	0.00%
Community Bank, N.A.	14	$1.00K	0.00%
Crewe Advisors LLC	3	$0	0.00%
Sofos Investments, Inc.	704	–	–

Sold out (73)

Institutions that held Iron Mountain Inc at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of IRM in Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Balyasny Asset Management LLC	453,448	$22.1M
TCW Group Inc	343,178	$16.7M
Boston Common Asset Management, LLC	231,271	$11.3M
Squarepoint Ops LLC	124,503	$6.06M
Voloridge Investment Management, LLC	123,984	$6.04M
Mirabella Financial Services LLP	105,610	$5.14M
Consolidated Planning Corp	65,831	$3.21M
G&S Capital LLC	59,662	$2.90M
HRT Financial LP	55,271	$2.69M
Beck Capital Management, LLC	46,570	$2.27M
TKG Advisors, LLC	37,444	$1.82M
EAM Global Investors LLC	35,910	$1.75M
Vancity Investment Management Ltd	31,267	$1.52M
Maryland State Retirement & Pension System	21,801	$1.06M
Sumitomo Life Insurance Co	19,459	$947.0K
Aigen Investment Management, LP	19,334	$941.0K
Walleye Capital LLC	17,906	$872.0K
Keeley-Teton Advisors, LLC	16,117	$785.0K
JB Capital LLC	15,364	$748.0K
Quadrature Capital Ltd	14,942	$728.0K
Virtu Financial LLC	10,673	$520.0K
Vicus Capital	10,564	$514.0K
Allstate Corp	10,451	$509.0K
Advisor Resource Council	10,421	$508.0K
ING Groep NV	10,238	$498.0K
Jump Financial, LLC	7,720	$376.0K
Fca Corp	7,200	$351.0K
Engineers Gate Manager LP	7,136	$347.0K
Steel Peak Wealth Management LLC	6,599	$325.0K
CPR Investments Inc.	6,644	$323.0K
Machina Capital S.A.S.	6,175	$301.0K
Natixis Investment Managers International	5,991	$291.0K
Crescent Grove Advisors, LLC	5,975	$291.0K
Stephens Inc	5,754	$280.0K
Moneta Group Investment Advisors LLC	5,484	$267.0K
Twinbeech Capital LP	5,259	$256.0K
Crown Wealth Group, LLC	5,150	$251.0K
Man Group plc	–	$243.0K
Quad-Cities Investment Group, LLC	4,906	$239.0K
Alpha Paradigm Partners, LLC	4,880	$238.0K
Brighton Jones LLC	4,839	$236.0K
Balentine LLC	4,820	$235.0K
AMJ Financial Wealth Management	4,706	$229.0K
TrinityPoint Wealth, LLC	4,664	$227.0K
Welch Group, LLC	4,531	$221.0K
Bradley Foster & Sargent Inc	4,504	$219.0K
Versor Investments LP	4,439	$216.0K
International Assets Investment Management, LLC	4,436	$216.0K
Veriti Management LLC	4,435	$216.0K
Tradewinds, LLC.	4,398	$214.0K
HB Wealth Management, LLC	4,360	$212.0K
Brinker Capital Investments, LLC	4,289	$209.0K
XML Financial, LLC	4,294	$209.0K
Metis Global Partners, LLC	4,270	$207.0K
Community Bank of Raymore	4,250	$207.0K
Patriot Financial Group Insurance Agency, LLC	3,490	$170.0K
CoreCap Advisors, LLC	2,658	$129.0K
ACG Wealth	2,602	$127.0K
Charter Oak Capital Management, LLC	2,590	$126.0K
Federated Hermes, Inc.	1,612	$79.0K
Prospera Financial Services Inc	1,408	$69.0K
CX Institutional	682	$33.0K
Hanson & Doremus Investment Management	625	$30.0K
AGF Investments LLC	612	$30.0K
Lee Financial Co	565	$28.0K
Wagner Wealth Management, LLC	500	$24.0K
Graves-Light Private Wealth Management, Inc.	330	$16.0K
Exchange Traded Concepts, LLC	312	$15.0K
Total Clarity Wealth Management, Inc.	200	$10.0K
Curi Capital	153	$7.00K
Centersquare Investment Management LLC	88	$4.00K
Joseph P. Lucia & Associates, LLC	10	$0
Iron Horse Wealth Management, LLC	3	$0

Not filed for Q3 2022 yet (15)

Institutions that held Iron Mountain Inc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q2 2022 that haven't filed for Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Frontier Wealth Management LLC	56,951	$2.77M
Dorsey Wright & Associates	35,305	$1.72M
B. Riley Wealth Management, Inc.	15,170	$739.0K
Advisor Partners LLC	14,307	$697.0K
HighPoint Advisor Group LLC	11,395	$556.0K
Dixon Hubard Feinour & Brown Inc	7,418	$361.0K
Coldstream Capital Management Inc	6,800	$331.0K
Pinnacle Private Wealth, LLC	4,653	$227.0K
Private Capital Group, LLC	2,211	$109.0K
Brewin Dolphin Ltd	1,512	$74.0K
Quintet Private Bank (Europe) S.A.	992	$56.8K
Brewin Dolphin Wealth Management Ltd	325	$16.0K
Lake Point Wealth Management	100	$5.00K
Fieldpoint Private Securities, LLC	25	$1.00K
Bivin & Associates, Inc.	20	$1.00K