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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 25,971 | $1.14M | 0.05% | −4,035−13.4% | Reduced |
| Twelve Points Wealth Management LLC | 25,893 | $1.14M | 0.88% | +1,054+4.2% | Added |
| Advisory Services Network, LLC | 25,728 | $1.13M | 0.04% | −722−2.7% | Reduced |
| Ancora Advisors, LLC | 25,633 | $1.13M | 0.04% | −5,277−17.1% | Reduced |
| Pensionfund Sabic | 25,500 | $1.12M | 0.39% | 00.0% | Unchanged |
| Herbst Group, LLC | 25,300 | $1.11M | 0.91% | +200+0.8% | Added |
| Gables Capital Management Inc. | 25,260 | $1.11M | 0.89% | 00.0% | Unchanged |
| LMR Partners LLP | 25,175 | $1.11M | 0.03% | +6,552+35.2% | Added |
| Soltis Investment Advisors LLC | 25,076 | $1.10M | 0.17% | +6,095+32.1% | Added |
| Corrado Advisors, LLC | 24,980 | $1.10M | 0.89% | −209−0.8% | Reduced |
| Monument Capital Management | 24,788 | $1.09M | 0.41% | −3,517−12.4% | Reduced |
| Moody National Bank Trust Division | 24,778 | $1.09M | 0.11% | +7,758+45.6% | Added |
| Wambolt & Associates, LLC | 24,406 | $1.07M | 0.46% | +51+0.2% | Added |
| Future Financial Wealth Managment LLC | 22,002 | $1.07M | 1.24% | −1,277−5.5% | Reduced |
| Securian Asset Management, Inc | 24,105 | $1.06M | 0.03% | +127+0.5% | Added |
| JustInvest LLC | 23,951 | $1.05M | 0.05% | −417−1.7% | Reduced |
| McMillion Capital Management Inc | 23,882 | $1.05M | 0.97% | −645−2.6% | Reduced |
| Mackenzie Financial Corp | 23,867 | $1.05M | 0.00% | −17,696−42.6% | Reduced |
| Edgestream Partners, L.P. | 23,209 | $1.02M | 0.08% | −45,814−66.4% | Reduced |
| EP Wealth Advisors, LLC | 23,155 | $1.02M | 0.02% | +23,155 | New |
| Reik & Co., LLC | 22,980 | $1.01M | 0.32% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 22,949 | $1.01M | 0.04% | +496+2.2% | Added |
| GWM Advisors LLC | 22,802 | $1.00M | 0.02% | −3,004−11.6% | Reduced |
| Kentucky Retirement Systems | 22,754 | $1.00M | 0.04% | +1,189+5.5% | Added |
| Intrua Financial, LLC | 22,710 | $999.0K | 0.27% | −893−3.8% | Reduced |
| Nicholas Investment Partners, LP | 22,696 | $998.0K | 0.09% | +6,861+43.3% | 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 |
| Mariner, LLC | 22,316 | $981.0K | 0.00% | +3,593+19.2% | Added |
| Boenning & Scattergood, Inc. | 22,200 | $976.0K | 0.20% | −500−2.2% | Reduced |
| Ingalls & Snyder LLC | 21,988 | $967.0K | 0.05% | −175−0.8% | Reduced |
| Fiduciary Trust Co | 21,959 | $965.0K | 0.02% | −101−0.5% | 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 |
| Columbia Asset Management | 21,563 | $948.0K | 0.25% | −3,068−12.5% | Reduced |
| Lavaca Capital LLC | 19,293 | $936.0K | 0.52% | −400−2.0% | Reduced |
| 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 |
| Budros, Ruhlin & Roe, Inc. | 21,115 | $928.0K | 0.11% | +21,115 | New |
| Sawtooth Solutions, LLC | 20,967 | $922.0K | 0.13% | +12,085+136.1% | Added |
| Hudson Portfolio Management LLC | 20,626 | $906.0K | 1.07% | −268−1.3% | Reduced |
| King Luther Capital Management Corp | 20,466 | $900.0K | 0.01% | −33−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 20,469 | $900.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,457 | $899.0K | 0.01% | −39,221−65.7% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $866.0K | 0.11% | 00.0% | Unchanged |
| Invst, LLC | 19,052 | $859.0K | 0.15% | +1,055+5.9% | Added |
| TrimTabs Asset Management, LLC | 19,522 | $858.0K | 0.59% | −7,293−27.2% | Reduced |
| Lockheed Martin Investment Management Co | 19,478 | $856.0K | 0.07% | −3,200−14.1% | Reduced |
| Sculati Wealth Management, LLC | 19,401 | $853.0K | 0.50% | −10,408−34.9% | Reduced |
| AdvisorShares Investments LLC | 19,138 | $841.0K | 0.23% | +3,928+25.8% | Added |
| Fagan Associates, Inc. | 18,992 | $835.0K | 0.23% | +502+2.7% | Added |
| Roman Butler Fullerton & Co | 17,974 | $827.0K | 0.53% | −58−0.3% | Reduced |
| Louisiana State Employees Retirement System | 18,600 | $818.0K | 0.02% | +200+1.1% | Added |
| Nordea Investment Management AB | 18,332 | $815.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 18,241 | $802.0K | 0.00% | −12,960−41.5% | Reduced |
| Terra Nova Asset Management LLC | 18,065 | $794.0K | 0.87% | −39−0.2% | Reduced |
| Cresset Asset Management, LLC | 17,638 | $785.0K | 0.01% | −332−1.8% | Reduced |
| Creative Planning | 17,441 | $767.0K | 0.00% | +1,954+12.6% | Added |
| Rafferty Asset Management, LLC | 17,262 | $759.0K | 0.01% | +3,774+28.0% | Added |
| National Bank of Canada | 17,176 | $755.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 17,137 | $754.0K | 0.33% | −563−3.2% | Reduced |
| Hancock Whitney Corp | 17,135 | $753.0K | 0.03% | +254+1.5% | Added |
| Lee Danner & Bass Inc | 16,923 | $744.0K | 0.08% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 16,925 | $744.0K | 0.57% | +300+1.8% | Added |
| Advisory Research Inc | 16,901 | $743.0K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 16,649 | $732.0K | 0.10% | +249+1.5% | Added |
| D. E. Shaw & Co., Inc. | 16,648 | $732.0K | 0.00% | +16,648 | New |
| Toroso Investments, LLC | 16,167 | $711.0K | 0.03% | +511+3.3% | Added |
| Essex Financial Services, Inc. | 16,073 | $707.0K | 0.08% | +1,581+10.9% | Added |
| First National Trust Co | 16,057 | $706.0K | 0.04% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 15,850 | $697.0K | 0.50% | +250+1.6% | Added |
| Clearstead Advisors, LLC | 15,833 | $696.0K | 0.06% | −78−0.5% | Reduced |
| Virginia Retirement Systems Et Al | 15,800 | $694.7K | 0.01% | +15,800 | New |
| Royal Fund Management, LLC | 15,687 | $689.0K | 0.13% | +2,642+20.3% | Added |
| MAI Capital Management | 15,633 | $687.0K | 0.01% | −5,782−27.0% | Reduced |
| Beacon Financial Advisory LLC | 15,591 | $686.0K | 0.49% | −28−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 15,414 | $678.0K | 0.09% | −1,126−6.8% | Reduced |
| Panagora Asset Management Inc | 15,387 | $677.0K | 0.00% | −3,127−16.9% | Reduced |
| Duality Advisers, LP | 15,357 | $675.0K | 0.07% | −23,279−60.3% | Reduced |
| Schroder Investment Management Group | 15,346 | $675.0K | 0.00% | −6,092−28.4% | Reduced |
| Banque Cantonale Vaudoise | 15,357 | $675.0K | 0.04% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 15,311 | $673.0K | 0.35% | −589−3.7% | Reduced |
| Geneos Wealth Management Inc. | 15,024 | $660.0K | 0.05% | −1,827−10.8% | Reduced |
| Pathstone Family Office, LLC | 14,689 | $653.6K | 0.01% | +433+3.0% | Added |
| New Mexico Educational Retirement Board | 14,840 | $653.0K | 0.04% | −1,200−7.5% | Reduced |
| Roosevelt Investment Group LLC | 14,772 | $650.0K | 0.05% | +160+1.1% | Added |
| Two Sigma Investments, LP | 14,656 | $644.0K | 0.00% | +14,656 | New |
| Transatlantique Private Wealth LLC | 14,242 | $626.0K | 0.42% | +2,153+17.8% | Added |
| Tower Research Capital LLC (TRC) | 14,208 | $624.0K | 0.01% | −20,303−58.8% | Reduced |
| Advisor Partners II, LLC | 14,168 | $623.0K | 0.05% | +14,168 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,065 | $618.0K | 0.18% | −160−1.1% | Reduced |
| Princeton Capital Management LLC | 13,734 | $604.0K | 0.26% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 13,554 | $596.0K | 0.66% | −206−1.5% | Reduced |
| Foster & Motley Inc | 13,454 | $592.0K | 0.06% | +1,502+12.6% | Added |
| Formidable Asset Management, LLC | 13,204 | $582.0K | 0.13% | +233+1.8% | Added |
| KBC Group NV | 13,073 | $575.0K | 0.00% | +324+2.5% | Added |
| Prudent Man Advisors, LLC | 12,788 | $562.0K | 0.27% | +673+5.6% | Added |
| Perigon Wealth Management, LLC | 12,728 | $560.0K | 0.05% | +12,728 | New |
| Ameliora Wealth Management Ltd. | 12,100 | $549.0K | 0.30% | +12,100 | New |
| Harbour Investments, Inc. | 11,252 | $548.0K | 0.04% | 00.0% | Unchanged |