Iron Mountain Inc
IRM- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001020569
In the last 90 days, Iron Mountain Inc insiders filed 0 open-market purchases and 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q3 2022
Institutional positions in Iron Mountain Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 743
- −9 vs. Q2 2022
- Shares held
- 227.0M
- +3.02M (+1.4%) vs. Q2 2022
- Total value
- $10.0B
- −$913.1M (−8.4%) vs. Q2 2022
- New holders
- 64
- 289 more added
- Sold out
- 73
- 256 more reduced
15 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,173 | $32.4B |
| Q1 2026 | 1,090 | $25.9B |
| Q4 2025 | 1,011 | $21.4B |
| Q3 2025 | 1,017 | $25.5B |
| Q2 2025 | 1,045 | $25.5B |
| Q1 2025 | 995 | $21.1B |
| Q4 2024 | 1,067 | $24.9B |
| Q3 2024 | 1,056 | $28.8B |
| Q2 2024 | 967 | $22.2B |
| Q1 2024 | 938 | $19.0B |
| Q4 2023 | 891 | $16.4B |
| Q3 2023 | 831 | $13.7B |
| Q2 2023 | 817 | $12.9B |
| Q1 2023 | 790 | $12.0B |
| Q4 2022 | 782 | $11.4B |
| Q3 2022 | 743 | $10.0B |
| Q2 2022 | 767 | $10.9B |
| Q1 2022 | 777 | $12.4B |
| Q4 2021 | 754 | $12.0B |
| Q3 2021 | 711 | $9.94B |
| Q2 2021 | 687 | $9.70B |
| Q1 2021 | 630 | $8.44B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Leonteq Securities AG | 1 | $44 | 0.00% | −371−99.7% | Reduced |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 14 | $1.00K | 0.00% | +14 | New |
| Kelly Financial Services LLC | 36 | $1.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $1.72K | 0.00% | −22−36.1% | Reduced |
| Sandy Spring Bank | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Bartlett & Co. LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $3.00K | 0.00% | +9+14.1% | Added |
| Bartlett & Co. Wealth Management LLC | 70 | $3.12K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $4.00K | 0.00% | −879−89.8% | Reduced |
| Stonebridge Capital Advisors LLC | 96 | $4.00K | 0.00% | +1+1.1% | Added |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 100 | $4.00K | 0.00% | +1+1.0% | Added |
| Capital Advisors, Ltd. LLC | 90 | $4.00K | 0.00% | +90 | New |
| Almanack Investment Partners, LLC. | 92 | $4.00K | 0.00% | +92 | New |
| Ellis Investment Partners, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.00K | 0.00% | +111 | New |
| GW&K Investment Management, LLC | 140 | $6.00K | 0.00% | −70−33.3% | Reduced |
| HHM Wealth Advisors, LLC | 138 | $6.00K | 0.00% | −62−31.0% | Reduced |
| Glassman Wealth Services | 144 | $6.00K | 0.00% | +6+4.3% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $6.00K | 0.00% | −9−6.3% | Reduced |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 131 | $6.00K | 0.00% | +1+0.8% | Added |
| Rise Advisors, LLC | 141 | $6.00K | 0.00% | +51+56.7% | Added |
| Coston, McIsaac & Partners | 169 | $7.00K | 0.00% | +2+1.2% | Added |
| Kozak & Associates, Inc. | 154 | $7.00K | 0.00% | +4+2.7% | Added |
| MUFG Americas Holdings Corp | 150 | $7.00K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 150 | $7.00K | 0.00% | +150 | New |
| Assetmark, Inc | 184 | $8.00K | 0.00% | −23−11.1% | Reduced |
| BerganKDV Wealth Management, LLC | 212 | $9.00K | 0.00% | +3+1.4% | Added |
| Prestige Wealth Management Group LLC | 197 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $9.00K | 0.00% | +40+25.8% | Added |
| CVA Family Office, LLC | 210 | $9.00K | 0.00% | +50+31.3% | Added |
| JFS Wealth Advisors, LLC | 220 | $10.0K | 0.00% | −150−40.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 238 | $10.0K | 0.00% | +6+2.6% | Added |
| Heritage Wealth Management, LLC | 219 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 250 | $10.0K | 0.00% | −26−9.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $11.0K | 0.00% | −800−75.4% | Reduced |
| Zions Bancorporation, N.A. | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 253 | $11.0K | 0.00% | +197+351.8% | Added |
| Institutional & Family Asset Management, LLC | 273 | $12.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 294 | $13.0K | 0.00% | +22+8.1% | Added |
| Axiom Investment Management LLC | 300 | $13.0K | 0.03% | +300 | New |
| Pflug Koory, LLC | 329 | $14.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 333 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 330 | $15.0K | 0.00% | +100+43.5% | Added |
| Piscataqua Savings Bank | 353 | $16.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 390 | $17.0K | 0.02% | −505−56.4% | Reduced |
| First Community Trust NA | 385 | $17.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 380 | $17.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 384 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 404 | $18.0K | 0.00% | −48−10.6% | Reduced |
| AlphaMark Advisors, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 400 | $18.0K | 0.01% | +400 | New |
| PFS Partners, LLC | 419 | $18.4K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 442 | $19.0K | 0.00% | +6+1.4% | Added |
| Riverview Trust Co | 421 | $19.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $20.0K | 0.00% | −550−55.0% | Reduced |
| Byrne Asset Management LLC | 450 | $20.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 450 | $20.0K | 0.00% | +72+19.0% | Added |
| GHP Investment Advisors, Inc. | 488 | $21.0K | 0.00% | +6+1.2% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $22.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 500 | $22.0K | 0.00% | +500 | New |
| Focused Wealth Management, Inc | 530 | $23.0K | 0.00% | +3+0.6% | Added |
| Trust Co of Vermont | 520 | $23.0K | 0.00% | −2−0.4% | Reduced |
| Webster Bank, N. A. | 557 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 541 | $24.0K | 0.02% | +7+1.3% | Added |
| Lindbrook Capital, LLC | 641 | $28.0K | 0.00% | +44+7.4% | Added |
| Valley National Advisers Inc | 650 | $31.0K | 0.01% | −34−5.0% | Reduced |
| Tucker Asset Management LLC | 655 | $32.8K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $33.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $33.0K | 0.00% | −9−1.2% | Reduced |
| AdvisorNet Financial, Inc | 763 | $34.0K | 0.00% | −95−11.1% | Reduced |
| Cambridge Trust Co | 779 | $34.0K | 0.00% | +44+6.0% | Added |
| Allworth Financial LP | 775 | $34.0K | 0.00% | +441+132.0% | Added |
| Abound Wealth Management | 778 | $34.2K | 0.02% | +778 | New |
| Howe & Rusling Inc | 804 | $35.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 798 | $35.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 785 | $35.0K | 0.01% | +785 | New |
| Proffitt & Goodson Inc | 825 | $36.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 808 | $36.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 837 | $37.0K | 0.00% | +215+34.6% | Added |
| Private Ocean, LLC | 900 | $39.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $40.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 900 | $40.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 899 | $40.0K | 0.01% | +113+14.4% | Added |