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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.

Institutional holdersQ3 2022: 743 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ3 2022: $10.0B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2022.

Institutions holding IRM in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Assenagon Asset Management S.A.10,167$447.0K0.00%+10,167New
Coastal Investment Advisors, Inc.10,388$457.0K0.12%+463+4.7%Added
Kentucky Retirement Systems Insurance Trust Fund10,417$458.0K0.04%+490+4.9%Added
Segall Bryant & Hamill, LLC10,446$459.0K0.01%+2,454+30.7%Added
Pearl River Capital, LLC10,445$459.0K0.09%+10,445New
TRUE Private Wealth Advisors10,562$464.0K0.07%+20.0%Added
American Institute for Advanced Investment Management, LLP10,555$464.0K0.43%+10,555New
United Services Automobile Association10,601$466.0K0.01%00.0%Unchanged
Armor Investment Advisors, LLC10,718$471.0K0.32%−875−7.5%Reduced
Northwestern Mutual Investment Management Company, LLC10,796$475.0K0.01%−817−7.0%Reduced
Cerity Partners LLC10,829$477.0K0.01%−1,092−9.2%Reduced
Hunter Associates Investment Management LLC10,900$477.0K0.12%00.0%Unchanged
Redhawk Wealth Advisors, Inc.10,848$477.0K0.20%+1,747+19.2%Added
Atlantic Private Wealth, LLC10,852$477.0K0.54%+10,852New
Independent Financial Group, LLC11,007$484.0K0.04%+550+5.3%Added
Pegasus Asset Management, Inc.11,060$486.0K0.27%−435−3.8%Reduced
Bailard, Inc.11,116$489.0K0.02%+858+8.4%Added
Proequities, Inc.10,986$490.0K0.05%+155+1.4%Added
Tudor Investment Corp Et Al11,163$491.0K0.01%+11,163New
Moody Lynn & Lieberson, LLC11,272$496.0K0.05%+2,783+32.8%Added
TFG Advisers LLC11,317$498.0K0.28%+4,995+79.0%Added
Bank of the West11,340$499.0K0.06%00.0%Unchanged
Outlook Wealth Advisors, LLC11,346$499.0K0.22%+28+0.2%Added
Contravisory Investment Management, Inc.11,399$501.0K0.17%−296−2.5%Reduced
Wellington Shields & Co., LLC11,483$505.0K0.22%00.0%Unchanged
Delta Capital Management LLC11,510$506.0K0.41%−700−5.7%Reduced
BTC Capital Management, Inc.11,496$506.0K0.07%+523+4.8%Added
APG Asset Management N.V.11,405$512.0K0.00%−400−3.4%Reduced
Wetherby Asset Management Inc11,670$513.0K0.04%−3,880−25.0%Reduced
Cary Street Partner Investment Advisory LLC11,725$516.0K0.04%+1,538+15.1%Added
Retirement Planning Co of New England, Inc.11,885$522.0K0.38%+170+1.5%Added
Strategic Investment Advisors11,900$523.0K0.12%+92+0.8%Added
Chiron Investment Management, LLC11,908$524.0K0.11%+11,908New
Mathes Company, Inc.11,950$525.0K0.29%−1,900−13.7%Reduced
E. Ohman J:or Asset Management AB11,953$525.6K0.02%00.0%Unchanged
Fayez Sarofim & Co11,965$526.0K0.00%00.0%Unchanged
Archer Investment Corp12,000$527.6K0.22%00.0%Unchanged
Sigma Planning Corp12,067$531.0K0.02%+164+1.4%Added
HM Payson & Co12,264$539.0K0.01%00.0%Unchanged
Focus Financial Network, Inc.12,113$540.1K0.05%+408+3.5%Added
Lincoln National Corp12,347$543.0K0.01%+992+8.7%Added
Meeder Asset Management Inc12,455$547.0K0.03%−1,183−8.7%Reduced
Harbour Investments, Inc.11,252$548.0K0.04%00.0%Unchanged
Ameliora Wealth Management Ltd.12,100$549.0K0.30%+12,100New
Perigon Wealth Management, LLC12,728$560.0K0.05%+12,728New
Prudent Man Advisors, LLC12,788$562.0K0.27%+673+5.6%Added
KBC Group NV13,073$575.0K0.00%+324+2.5%Added
Formidable Asset Management, LLC13,204$582.0K0.13%+233+1.8%Added
Foster & Motley Inc13,454$592.0K0.06%+1,502+12.6%Added
Widmann Financial Services, Inc.13,554$596.0K0.66%−206−1.5%Reduced
Princeton Capital Management LLC13,734$604.0K0.26%00.0%Unchanged
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors14,065$618.0K0.18%−160−1.1%Reduced
Advisor Partners II, LLC14,168$623.0K0.05%+14,168New
Tower Research Capital LLC (TRC)14,208$624.0K0.01%−20,303−58.8%Reduced
Transatlantique Private Wealth LLC14,242$626.0K0.42%+2,153+17.8%Added
Two Sigma Investments, LP14,656$644.0K0.00%+14,656New
Roosevelt Investment Group LLC14,772$650.0K0.05%+160+1.1%Added
New Mexico Educational Retirement Board14,840$653.0K0.04%−1,200−7.5%Reduced
Pathstone Family Office, LLC14,689$653.6K0.01%+433+3.0%Added
Geneos Wealth Management Inc.15,024$660.0K0.05%−1,827−10.8%Reduced
Ahrens Investment Partners LLC15,311$673.0K0.35%−589−3.7%Reduced
Duality Advisers, LP15,357$675.0K0.07%−23,279−60.3%Reduced
Schroder Investment Management Group15,346$675.0K0.00%−6,092−28.4%Reduced
Banque Cantonale Vaudoise15,357$675.0K0.04%00.0%Unchanged
Panagora Asset Management Inc15,387$677.0K0.00%−3,127−16.9%Reduced
Capital Investment Advisory Services, LLC15,414$678.0K0.09%−1,126−6.8%Reduced
Beacon Financial Advisory LLC15,591$686.0K0.49%−28−0.2%Reduced
MAI Capital Management15,633$687.0K0.01%−5,782−27.0%Reduced
Royal Fund Management, LLC15,687$689.0K0.13%+2,642+20.3%Added
Virginia Retirement Systems Et Al15,800$694.7K0.01%+15,800New
Clearstead Advisors, LLC15,833$696.0K0.06%−78−0.5%Reduced
Abbot Financial Management, Inc.15,850$697.0K0.50%+250+1.6%Added
First National Trust Co16,057$706.0K0.04%00.0%Unchanged
Essex Financial Services, Inc.16,073$707.0K0.08%+1,581+10.9%Added
Toroso Investments, LLC16,167$711.0K0.03%+511+3.3%Added
Hilltop Holdings Inc.16,649$732.0K0.10%+249+1.5%Added
D. E. Shaw & Co., Inc.16,648$732.0K0.00%+16,648New
Advisory Research Inc16,901$743.0K0.07%00.0%Unchanged
Lee Danner & Bass Inc16,923$744.0K0.08%00.0%Unchanged
Tyler-Stone Wealth Management16,925$744.0K0.57%+300+1.8%Added
Hancock Whitney Corp17,135$753.0K0.03%+254+1.5%Added
Measured Wealth Private Client Group, LLC17,137$754.0K0.33%−563−3.2%Reduced
National Bank of Canada17,176$755.0K0.00%00.0%Unchanged
Rafferty Asset Management, LLC17,262$759.0K0.01%+3,774+28.0%Added
Creative Planning17,441$767.0K0.00%+1,954+12.6%Added
Cresset Asset Management, LLC17,638$785.0K0.01%−332−1.8%Reduced
Terra Nova Asset Management LLC18,065$794.0K0.87%−39−0.2%Reduced
Los Angeles Capital Management LLC18,241$802.0K0.00%−12,960−41.5%Reduced
Nordea Investment Management AB18,332$815.0K0.00%00.0%Unchanged
Louisiana State Employees Retirement System18,600$818.0K0.02%+200+1.1%Added
Roman Butler Fullerton & Co17,974$827.0K0.53%−58−0.3%Reduced
Fagan Associates, Inc.18,992$835.0K0.23%+502+2.7%Added
AdvisorShares Investments LLC19,138$841.0K0.23%+3,928+25.8%Added
Sculati Wealth Management, LLC19,401$853.0K0.50%−10,408−34.9%Reduced
Lockheed Martin Investment Management Co19,478$856.0K0.07%−3,200−14.1%Reduced
TrimTabs Asset Management, LLC19,522$858.0K0.59%−7,293−27.2%Reduced
Invst, LLC19,052$859.0K0.15%+1,055+5.9%Added
Eagle Ridge Investment Management19,702$866.0K0.11%00.0%Unchanged
SG Americas Securities, LLC20,457$899.0K0.01%−39,221−65.7%Reduced
King Luther Capital Management Corp20,466$900.0K0.01%−33−0.2%Reduced