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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 5,550 | $244.0K | 0.05% | +5,550 | New |
| Centaurus Financial, Inc. | 5,620 | $247.0K | 0.02% | +230+4.3% | Added |
| Koshinski Asset Management, Inc. | 5,618 | $247.0K | 0.03% | +810+16.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,651 | $248.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,721 | $251.0K | 0.00% | −1,789−23.8% | Reduced |
| Profund Advisors LLC | 5,725 | $252.0K | 0.02% | −749−11.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,745 | $252.6K | 0.08% | +5,745 | New |
| Flagship Harbor Advisors, LLC | 5,745 | $253.0K | 0.03% | +116+2.1% | Added |
| Moreno Evelyn V | 5,776 | $254.0K | 0.11% | +1,176+25.6% | Added |
| American Portfolios Advisors | 5,822 | $256.0K | 0.01% | −414−6.6% | Reduced |
| High Net Worth Advisory Group LLC | 5,901 | $259.0K | 0.11% | 00.0% | Unchanged |
| Diversified Trust Co | 5,945 | $261.0K | 0.01% | −4,734−44.3% | Reduced |
| Verdence Capital Advisors LLC | 5,926 | $261.0K | 0.04% | +13+0.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,973 | $262.6K | 0.07% | +10+0.2% | Added |
| Kayne Anderson Capital Advisors LP | 6,000 | $264.0K | 0.01% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 6,051 | $266.0K | 0.03% | −54−0.9% | Reduced |
| Principle Wealth Partners LLC | 6,050 | $266.0K | 0.03% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 6,065 | $266.7K | 0.08% | +361+6.3% | Added |
| One Charles Private Wealth Services, LLC | 6,085 | $268.0K | 0.18% | −328−5.1% | Reduced |
| MQS Management LLC | 6,117 | $269.0K | 0.17% | +6,117 | New |
| Hennion & Walsh Asset Management, Inc. | 6,203 | $273.0K | 0.02% | +6,203 | New |
| Atalanta Sosnoff Capital, LLC | 6,228 | $274.0K | 0.01% | +55+0.9% | Added |
| XTX Topco Ltd | 6,318 | $278.0K | 0.07% | +6,318 | New |
| O'Shaughnessy Asset Management, LLC | 6,344 | $279.0K | 0.01% | +1,917+43.3% | Added |
| Oppenheimer & Co Inc | 6,351 | $280.0K | 0.01% | −9,164−59.1% | Reduced |
| Global Retirement Partners, LLC | 5,590 | $280.0K | 0.02% | −1,191−17.6% | Reduced |
| Glenmede Trust Co NA | 6,382 | $280.0K | 0.00% | +847+15.3% | Added |
| Southland Equity Partners LLC | 6,369 | $280.1K | 0.14% | +215+3.5% | Added |
| Hudson Valley Investment Advisors Inc | 6,400 | $281.0K | 0.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 6,447 | $283.0K | 0.05% | +62+1.0% | Added |
| Accuvest Global Advisors | 6,473 | $285.0K | 0.19% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,500 | $285.8K | 0.00% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 6,500 | $285.8K | 0.05% | 00.0% | Unchanged |
| E&G Advisors, LP | 6,500 | $286.0K | 0.11% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 6,560 | $288.0K | 0.13% | −578−8.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,569 | $289.0K | 0.11% | −45−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 6,625 | $291.0K | 0.02% | +117+1.8% | Added |
| Newbridge Financial Services Group, Inc. | 6,629 | $291.0K | 0.17% | +5,168+353.7% | Added |
| Greenleaf Trust | 6,714 | $295.0K | 0.00% | +185+2.8% | Added |
| TD Waterhouse Canada Inc. | 6,496 | $297.5K | 0.00% | +622+10.6% | Added |
| Ullmann Financial Group, Inc. | 6,813 | $300.0K | 0.08% | +147+2.2% | Added |
| Vestcor Inc | 6,844 | $301.0K | 0.01% | −30,174−81.5% | Reduced |
| Brown Advisory Inc | 6,832 | $301.0K | 0.00% | +315+4.8% | Added |
| Integrated Advisors Network LLC | 6,919 | $304.0K | 0.02% | +1,081+18.5% | Added |
| TD Ameritrade Investment Management, LLC | 6,933 | $305.0K | 0.00% | −1,671−19.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,929 | $305.0K | 0.00% | −105−1.5% | Reduced |
| Investors Research Corp | 6,954 | $306.0K | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,007 | $308.0K | 0.05% | −749−9.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 7,031 | $309.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,031 | $309.0K | 0.02% | +2,914+70.8% | Added |
| Veritable, L.P. | 7,106 | $312.0K | 0.01% | +410+6.1% | Added |
| All Season Financial Advisors, Inc. | 7,218 | $317.0K | 0.34% | +289+4.2% | Added |
| Augustine Asset Management Inc | 7,256 | $319.0K | 0.21% | −122−1.7% | Reduced |
| TBH Global Asset Management, LLC | 7,254 | $319.0K | 0.08% | +12+0.2% | Added |
| Naviter Wealth, LLC | 7,153 | $319.0K | 0.13% | +7,153 | New |
| Scotia Capital Inc. | 7,490 | $329.0K | 0.00% | −5,616−42.9% | Reduced |
| Ieq Capital, LLC | 7,487 | $329.0K | 0.01% | +1,182+18.7% | Added |
| Raymond James Trust N.A. | 7,529 | $331.0K | 0.01% | −57−0.8% | Reduced |
| Sheets Smith Wealth Management | 7,580 | $333.0K | 0.06% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 7,822 | $344.0K | 0.04% | −85−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,936 | $349.0K | 0.02% | +328+4.3% | Added |
| Black Swift Group, LLC | 7,975 | $350.0K | 0.17% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 8,000 | $352.0K | 0.48% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 8,052 | $354.0K | 0.48% | +30.0% | Added |
| Teamwork Financial Advisors, LLC | 8,090 | $356.0K | 0.08% | +1,544+23.6% | Added |
| Clear Street Markets LLC | 8,200 | $361.0K | 0.07% | +5,492+202.8% | Added |
| Gsa Capital Partners LLP | 8,240 | $362.0K | 0.05% | +8,240 | New |
| Atwood & Palmer Inc | 8,250 | $363.0K | 0.04% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 8,321 | $366.0K | 0.02% | −981−10.5% | Reduced |
| WealthBridge Capital Management, LLC | 7,556 | $368.0K | 0.16% | 00.0% | Unchanged |
| Prudential PLC | 8,390 | $369.0K | 0.01% | +646+8.3% | Added |
| H&H Retirement Design & Management INC | 8,425 | $372.0K | 0.35% | +101+1.2% | Added |
| Csenge Advisory Group | 8,529 | $375.0K | 0.03% | −13−0.2% | Reduced |
| Fiduciary Group LLC | 7,250 | $381.0K | 0.05% | 00.0% | Unchanged |
| Estabrook Capital Management | 8,716 | $383.2K | 0.07% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8,889 | $391.0K | 0.15% | +376+4.4% | Added |
| Federation des caisses Desjardins du Quebec | 8,929 | $392.6K | 0.00% | −200−2.2% | Reduced |
| Verus Capital Partners, LLC | 8,967 | $394.0K | 0.07% | +5,206+138.4% | Added |
| Atlas Capital Advisors LLC | 9,133 | $401.6K | 0.07% | +38+0.4% | Added |
| Herold Advisors, Inc. | 9,150 | $402.0K | 0.20% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 9,250 | $407.0K | 0.15% | +100+1.1% | Added |
| Penserra Capital Management LLC | 9,270 | $407.0K | 0.01% | +796+9.4% | Added |
| Merit Financial Group, LLC | 9,304 | $409.0K | 0.02% | −308−3.2% | Reduced |
| Heartland Bank & Trust Co | 9,334 | $410.0K | 0.39% | −146−1.5% | Reduced |
| Brookfield Asset Management Inc. | 9,512 | $418.0K | 0.00% | +9,512 | New |
| Colonial River Wealth Management, LLC | 9,526 | $419.0K | 0.29% | −534−5.3% | Reduced |
| Wedbush Securities Inc | 9,588 | $422.0K | 0.02% | +74+0.8% | Added |
| Founders Financial Alliance, LLC | 9,720 | $427.0K | 0.22% | +9,720 | New |
| Steward Partners Investment Advisory, LLC | 9,782 | $430.0K | 0.01% | +1,445+17.3% | Added |
| Atlantic Union Bankshares Corp | 9,794 | $431.0K | 0.05% | −146−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 9,805 | $431.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,865 | $434.0K | 0.01% | −581−5.6% | Reduced |
| Lazard Asset Management LLC | 9,923 | $436.0K | 0.00% | −121−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 9,929 | $437.0K | 0.02% | −343−3.3% | Reduced |
| FDx Advisors, Inc. | 9,971 | $438.0K | 0.02% | −333−3.2% | Reduced |
| Rational Advisors LLC | 9,966 | $438.0K | 0.03% | +9,966 | New |
| Demars Financial Group, LLC | 10,005 | $440.0K | 0.26% | −100−1.0% | Reduced |
| PEAK6 Investments LLC | 10,010 | $440.0K | 0.02% | +4,155+71.0% | Added |
| Montag A & Associates Inc | 9,894 | $441.0K | 0.03% | −149−1.5% | Reduced |
| Plimoth Trust Co LLC | 10,078 | $443.0K | 0.15% | 00.0% | Unchanged |