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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 945 | $42.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 941 | $42.0K | 0.00% | +941 | New |
| Umb Bank N A | 974 | $43.0K | 0.00% | −142−12.7% | Reduced |
| North Star Investment Management Corp. | 970 | $43.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $44.0K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,075 | $47.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,095 | $48.0K | 0.01% | +7+0.6% | Added |
| Bay Harbor Wealth Management, LLC | 1,095 | $49.0K | 0.02% | +5+0.5% | Added |
| Baldwin Brothers Inc | 1,200 | $53.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,221 | $54.0K | 0.02% | −58−4.5% | Reduced |
| Avion Wealth | 1,269 | $56.0K | 0.02% | +300+31.0% | Added |
| Hexagon Capital Partners LLC | 1,300 | $57.0K | 0.02% | +300+30.0% | Added |
| Silvant Capital Management LLC | 1,292 | $58.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,370 | $60.0K | 0.00% | −24−1.7% | Reduced |
| Founders Capital Management | 1,400 | $62.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $66.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,519 | $67.0K | 0.05% | +19+1.3% | Added |
| Capstone Investment Advisors, LLC | 1,549 | $68.0K | 0.00% | +1,549 | New |
| SJS Investment Consulting Inc. | 1,600 | $70.0K | 0.02% | +1,600 | New |
| Central Trust Co | 1,605 | $71.0K | 0.00% | +500+45.2% | Added |
| AIA Group Ltd | 1,654 | $73.0K | 0.00% | −1,261−43.3% | Reduced |
| Retirement Group, LLC | 1,650 | $73.0K | 0.06% | +8+0.5% | Added |
| Carolinas Wealth Consulting LLC | 1,664 | $74.0K | 0.02% | +17+1.0% | Added |
| Schubert & Co | 1,766 | $78.0K | 0.07% | +21+1.2% | Added |
| Orion Capital Management LLC | 1,800 | $79.0K | 0.06% | −500−21.7% | Reduced |
| Parallel Advisors, LLC | 1,851 | $81.0K | 0.00% | +110+6.3% | Added |
| Ronald Blue Trust, Inc. | 1,697 | $83.0K | 0.00% | +1,523+875.3% | Added |
| Harvest Fund Management Co., Ltd | 1,908 | $84.0K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $87.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,978 | $87.0K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $87.9K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $89.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,016 | $89.0K | 0.00% | +16+0.8% | Added |
| SRS Capital Advisors, Inc. | 2,017 | $89.0K | 0.01% | +250+14.1% | Added |
| Tobam | 2,107 | $93.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 2,151 | $96.0K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 2,348 | $103.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 2,500 | $110.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,541 | $112.0K | 0.00% | −130−4.9% | Reduced |
| Whittier Trust Co | 2,703 | $119.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 2,733 | $120.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,720 | $120.0K | 0.01% | +2,720 | New |
| Clean Yield Group | 3,000 | $132.0K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 3,161 | $139.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,307 | $145.4K | 0.06% | +1,711+107.2% | Added |
| CWM, LLC | 3,396 | $149.0K | 0.00% | −181−5.1% | Reduced |
| Signaturefd, LLC | 3,411 | $150.0K | 0.01% | −589−14.7% | Reduced |
| Raleigh Capital Management Inc. | 3,443 | $151.0K | 0.09% | +127+3.8% | Added |
| M&R Capital Management Inc | 3,466 | $152.0K | 0.04% | +427+14.1% | Added |
| Ameritas Investment Partners, Inc. | 3,577 | $157.0K | 0.01% | −367−9.3% | Reduced |
| Surevest, LLC | 3,597 | $158.0K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 3,746 | $165.0K | 0.07% | −1,138−23.3% | Reduced |
| Financial Management Professionals, Inc. | 3,871 | $170.0K | 0.04% | +837+27.6% | Added |
| Addison Advisors LLC | 3,905 | $172.0K | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,943 | $173.0K | 0.02% | +625+18.8% | Added |
| Toth Financial Advisory Corp | 3,953 | $174.0K | 0.03% | −700−15.0% | Reduced |
| Smithfield Trust Co | 4,048 | $178.0K | 0.01% | −1,477−26.7% | Reduced |
| Bogart Wealth, LLC | 4,046 | $178.0K | 0.01% | +1,118+38.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,140 | $182.0K | 0.01% | +146+3.7% | Added |
| IFP Advisors, Inc | 5,062 | $194.0K | 0.01% | +631+14.2% | Added |
| Comerica Securities,inc. | 4,476 | $200.0K | 0.02% | +12+0.3% | Added |
| Boston Financial Mangement LLC | 4,600 | $202.0K | 0.01% | +4,600 | New |
| Financial Advocates Investment Management | 18,386 | $204.0K | 0.02% | +18,386 | New |
| InterOcean Capital Group, LLC | 4,673 | $205.0K | 0.01% | −2,746−37.0% | Reduced |
| Nations Financial Group Inc, | 4,696 | $206.0K | 0.03% | −500−9.6% | Reduced |
| Edmp, Inc. | 4,688 | $206.0K | 0.22% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,700 | $207.0K | 0.16% | +4,700 | New |
| Brown Brothers Harriman & Co | 4,732 | $208.0K | 0.00% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,720 | $208.0K | 0.26% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,775 | $210.0K | 0.10% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 4,800 | $211.0K | 0.02% | +4,800 | New |
| Colony Group LLC | 4,890 | $215.0K | 0.00% | −739−13.1% | Reduced |
| Monetary Management Group Inc | 4,900 | $215.0K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 4,889 | $215.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,908 | $216.0K | 0.05% | +7+0.1% | Added |
| Howland Capital Management LLC | 4,854 | $216.0K | 0.01% | +4,854 | New |
| West Wealth Group, LLC | 5,000 | $219.0K | 0.11% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 5,001 | $219.0K | 0.23% | +370+8.0% | Added |
| Corient Capital Partners, LLC | 4,504 | $219.0K | 0.02% | +4,504 | New |
| Coastline Trust Co | 4,996 | $220.0K | 0.04% | +4,996 | New |
| Ninepoint Partners LP | 5,062 | $223.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 5,102 | $224.0K | 0.03% | −17,309−77.2% | Reduced |
| Pinnacle Family Advisors, LLC | 5,098 | $224.0K | 0.19% | −16,674−76.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,085 | $224.0K | 0.03% | −1,855−26.7% | Reduced |
| Advisors Management Group Inc | 5,086 | $224.0K | 0.09% | −62−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,100 | $224.0K | 0.02% | −45−0.9% | Reduced |
| Cullinan Associates Inc | 5,125 | $225.0K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 5,167 | $227.0K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,154 | $227.0K | 0.00% | +5,154 | New |
| Great Lakes Advisors, LLC | 5,210 | $229.0K | 0.00% | −5,742−52.4% | Reduced |
| Texas Yale Capital Corp. | 5,200 | $229.0K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,208 | $229.0K | 0.15% | +5,208 | New |
| Maven Securities LTD | 5,241 | $230.0K | 0.01% | +5,241 | New |
| MSH Capital Advisors LLC | 5,290 | $232.6K | 0.11% | +32+0.6% | Added |
| Apollon Wealth Management, LLC | 5,326 | $234.0K | 0.02% | +773+17.0% | Added |
| Washington Trust Co | 5,402 | $237.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,422 | $238.0K | 0.01% | −42−0.8% | Reduced |
| Deseret Mutual Benefit Administrators | 5,410 | $238.0K | 0.07% | −31−0.6% | Reduced |
| Advisors Capital Management, LLC | 4,644 | $239.0K | 0.01% | −96−2.0% | Reduced |
| NewEdge Wealth, LLC | 5,533 | $243.0K | 0.01% | +5,533 | New |