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 6 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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 20,469 | $900.0K | 0.02% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 20,626 | $906.0K | 1.07% | −268−1.3% | Reduced |
| Sawtooth Solutions, LLC | 20,967 | $922.0K | 0.13% | +12,085+136.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 21,115 | $928.0K | 0.11% | +21,115 | New |
| Trust Investment Advisors | 21,227 | $933.0K | 0.97% | +12+0.1% | Added |
| Seeyond | 21,220 | $933.0K | 0.11% | +12,250+136.6% | Added |
| Lavaca Capital LLC | 19,293 | $936.0K | 0.52% | −400−2.0% | Reduced |
| Columbia Asset Management | 21,563 | $948.0K | 0.25% | −3,068−12.5% | Reduced |
| Elo Mutual Pension Insurance Co | 21,714 | $955.0K | 0.04% | −1,059−4.7% | Reduced |
| Davenport & Co LLC | 21,714 | $955.0K | 0.01% | +375+1.8% | Added |
| Fiduciary Trust Co | 21,959 | $965.0K | 0.02% | −101−0.5% | Reduced |
| Ingalls & Snyder LLC | 21,988 | $967.0K | 0.05% | −175−0.8% | Reduced |
| Boenning & Scattergood, Inc. | 22,200 | $976.0K | 0.20% | −500−2.2% | Reduced |
| Mariner, LLC | 22,316 | $981.0K | 0.00% | +3,593+19.2% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $989.0K | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 22,500 | $989.0K | 0.23% | +500+2.3% | Added |
| Nicholas Investment Partners, LP | 22,696 | $998.0K | 0.09% | +6,861+43.3% | Added |
| Intrua Financial, LLC | 22,710 | $999.0K | 0.27% | −893−3.8% | Reduced |
| Kentucky Retirement Systems | 22,754 | $1.00M | 0.04% | +1,189+5.5% | Added |
| GWM Advisors LLC | 22,802 | $1.00M | 0.02% | −3,004−11.6% | Reduced |
| Achmea Investment Management B.V. | 22,949 | $1.01M | 0.04% | +496+2.2% | Added |
| Reik & Co., LLC | 22,980 | $1.01M | 0.32% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 23,155 | $1.02M | 0.02% | +23,155 | New |
| Edgestream Partners, L.P. | 23,209 | $1.02M | 0.08% | −45,814−66.4% | Reduced |
| Mackenzie Financial Corp | 23,867 | $1.05M | 0.00% | −17,696−42.6% | Reduced |
| McMillion Capital Management Inc | 23,882 | $1.05M | 0.97% | −645−2.6% | Reduced |
| JustInvest LLC | 23,951 | $1.05M | 0.05% | −417−1.7% | Reduced |
| Securian Asset Management, Inc | 24,105 | $1.06M | 0.03% | +127+0.5% | Added |
| Future Financial Wealth Managment LLC | 22,002 | $1.07M | 1.24% | −1,277−5.5% | Reduced |
| Wambolt & Associates, LLC | 24,406 | $1.07M | 0.46% | +51+0.2% | Added |
| Moody National Bank Trust Division | 24,778 | $1.09M | 0.11% | +7,758+45.6% | Added |
| Monument Capital Management | 24,788 | $1.09M | 0.41% | −3,517−12.4% | Reduced |
| Corrado Advisors, LLC | 24,980 | $1.10M | 0.89% | −209−0.8% | Reduced |
| Soltis Investment Advisors LLC | 25,076 | $1.10M | 0.17% | +6,095+32.1% | Added |
| LMR Partners LLP | 25,175 | $1.11M | 0.03% | +6,552+35.2% | Added |
| Gables Capital Management Inc. | 25,260 | $1.11M | 0.89% | 00.0% | Unchanged |
| Herbst Group, LLC | 25,300 | $1.11M | 0.91% | +200+0.8% | Added |
| Pensionfund Sabic | 25,500 | $1.12M | 0.39% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25,633 | $1.13M | 0.04% | −5,277−17.1% | Reduced |
| Advisory Services Network, LLC | 25,728 | $1.13M | 0.04% | −722−2.7% | Reduced |
| Twelve Points Wealth Management LLC | 25,893 | $1.14M | 0.88% | +1,054+4.2% | Added |
| Metropolitan Life Insurance Co | 25,971 | $1.14M | 0.05% | −4,035−13.4% | Reduced |
| Richard P Slaughter Associates Inc | 26,083 | $1.15M | 0.49% | −678−2.5% | Reduced |
| Susquehanna International Group, LLP | 26,223 | $1.15M | 0.00% | −18,614−41.5% | Reduced |
| KCM Investment Advisors LLC | 26,216 | $1.15M | 0.05% | −703−2.6% | Reduced |
| Ethic Inc. | 26,580 | $1.17M | 0.08% | +3,804+16.7% | Added |
| Teachers Retirement System of the State of Kentucky | 26,637 | $1.17M | 0.01% | +26,637 | New |
| Y-Intercept (Hong Kong) Ltd | 26,748 | $1.18M | 0.12% | +13,237+98.0% | Added |
| Bank of Nova Scotia | 26,890 | $1.18M | 0.00% | −30−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,890 | $1.18M | 0.06% | +6,066+29.1% | Added |
| Sippican Capital Advisors | 27,097 | $1.19M | 1.24% | −345−1.3% | Reduced |
| Kinneret Advisory, LLC | 26,865 | $1.20M | 0.17% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 27,508 | $1.21M | 0.02% | −50−0.2% | Reduced |
| Cubic Asset Management, LLC | 27,705 | $1.22M | 0.36% | −300−1.1% | Reduced |
| Wolverine Trading, LLC | 27,805 | $1.22M | 0.05% | +14,680+111.8% | Added |
| Capital Investment Advisors, LLC | 27,768 | $1.22M | 0.04% | +4,332+18.5% | Added |
| Green Alpha Advisors, LLC | 28,000 | $1.23M | 1.04% | +736+2.7% | Added |
| Eqis Capital Management, Inc. | 28,085 | $1.23M | 0.14% | −8,581−23.4% | Reduced |
| US Bancorp | 28,148 | $1.24M | 0.00% | +1,875+7.1% | Added |
| Donoghue Forlines LLC | 28,376 | $1.25M | 0.45% | −10,978−27.9% | Reduced |
| Foresight Wealth Management, LLC | 28,429 | $1.25M | 0.53% | +1,555+5.8% | Added |
| Triasima Portfolio Management inc. | 28,470 | $1.25M | 0.10% | −75−0.3% | Reduced |
| Vident Investment Advisory, LLC | 29,502 | $1.26M | 0.04% | +6,226+26.7% | Added |
| Caption Management, LLC | 28,680 | $1.26M | 0.22% | +15,680+120.6% | Added |
| British Columbia Investment Management Corp | 28,737 | $1.26M | 0.01% | −4,742−14.2% | Reduced |
| Venture Visionary Partners LLC | 29,265 | $1.29M | 0.10% | +7,347+33.5% | Added |
| Kavar Capital Partners Group, LLC | 29,473 | $1.30M | 0.33% | −1,275−4.1% | Reduced |
| Horizon Investments, LLC | 29,991 | $1.32M | 0.04% | +29,991 | New |
| Ossiam | 30,326 | $1.33M | 0.04% | +30,326 | New |
| AQR Capital Management LLC | 30,347 | $1.33M | 0.00% | +5,758+23.4% | Added |
| RFG Advisory, LLC | 27,283 | $1.38M | 0.08% | −585−2.1% | Reduced |
| Stock Yards Bank & Trust Co | 31,490 | $1.38M | 0.06% | −620−1.9% | Reduced |
| Norinchukin Bank, The | 31,605 | $1.39M | 0.03% | +4,100+14.9% | Added |
| Childress Capital Advisors, LLC | 31,744 | $1.40M | 0.54% | −2,000−5.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 31,756 | $1.40M | 0.52% | −122−0.4% | Reduced |
| CoreFirst Bank & Trust | 32,000 | $1.41M | 1.21% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 32,101 | $1.41M | 0.02% | +3,950+14.0% | Added |
| Holderness Investments Co | 33,120 | $1.46M | 0.66% | −76−0.2% | Reduced |
| Pacitti Group Inc. | 33,158 | $1.46M | 1.19% | −14,659−30.7% | Reduced |
| De Burlo Group Inc | 33,600 | $1.48M | 0.35% | +33,600 | New |
| Czech National Bank | 33,775 | $1.49M | 0.04% | +33,775 | New |
| Cetera Investment Advisers | 35,504 | $1.56M | 0.03% | −10,347−22.6% | Reduced |
| Madison Asset Management, LLC | 35,599 | $1.56M | 0.03% | −139−0.4% | Reduced |
| Ziegler Capital Management, LLC | 35,354 | $1.57M | 0.07% | −2,061−5.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 35,733 | $1.57M | 0.09% | +35,733 | New |
| Public Employees Retirement Association of Colorado | 36,897 | $1.62M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 37,183 | $1.64M | 0.02% | −37−0.1% | Reduced |
| Eaton Vance Management | 37,652 | $1.66M | 0.00% | −7,093−15.9% | Reduced |
| Janus Henderson Group PLC | 38,182 | $1.68M | 0.00% | +122+0.3% | Added |
| CIBC Asset Management Inc | 38,448 | $1.69M | 0.01% | +3,415+9.7% | Added |
| Gotham Asset Management, LLC | 39,773 | $1.75M | 0.05% | +17,450+78.2% | Added |
| Northwestern Mutual Wealth Management Co | 39,790 | $1.75M | 0.00% | −274−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 40,141 | $1.76M | 0.09% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 40,194 | $1.77M | 0.62% | +2,153+5.7% | Added |
| Mutual of America Capital Management LLC | 40,248 | $1.77M | 0.02% | +631+1.6% | Added |
| Shell Asset Management Co | 40,682 | $1.79M | 0.07% | −9,842−19.5% | Reduced |
| Disciplined Equity Management, Inc. | 40,715 | $1.79M | 1.77% | −6,450−13.7% | Reduced |
| Acadian Asset Management LLC | 40,828 | $1.79M | 0.01% | +36,514+846.4% | Added |
| Texas Permanent School Fund | 41,130 | $1.81M | 0.03% | +2,751+7.2% | Added |
| DuPont Capital Management Corp | 41,585 | $1.83M | 0.11% | −3,525−7.8% | Reduced |