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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 12,455 | $547.0K | 0.03% | −1,183−8.7% | Reduced |
| Lincoln National Corp | 12,347 | $543.0K | 0.01% | +992+8.7% | Added |
| Focus Financial Network, Inc. | 12,113 | $540.1K | 0.05% | +408+3.5% | Added |
| HM Payson & Co | 12,264 | $539.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,067 | $531.0K | 0.02% | +164+1.4% | Added |
| Archer Investment Corp | 12,000 | $527.6K | 0.22% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 11,965 | $526.0K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,953 | $525.6K | 0.02% | 00.0% | Unchanged |
| Mathes Company, Inc. | 11,950 | $525.0K | 0.29% | −1,900−13.7% | Reduced |
| Chiron Investment Management, LLC | 11,908 | $524.0K | 0.11% | +11,908 | New |
| Strategic Investment Advisors | 11,900 | $523.0K | 0.12% | +92+0.8% | Added |
| Retirement Planning Co of New England, Inc. | 11,885 | $522.0K | 0.38% | +170+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 11,725 | $516.0K | 0.04% | +1,538+15.1% | Added |
| Wetherby Asset Management Inc | 11,670 | $513.0K | 0.04% | −3,880−25.0% | Reduced |
| APG Asset Management N.V. | 11,405 | $512.0K | 0.00% | −400−3.4% | Reduced |
| Delta Capital Management LLC | 11,510 | $506.0K | 0.41% | −700−5.7% | Reduced |
| BTC Capital Management, Inc. | 11,496 | $506.0K | 0.07% | +523+4.8% | Added |
| Wellington Shields & Co., LLC | 11,483 | $505.0K | 0.22% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 11,399 | $501.0K | 0.17% | −296−2.5% | Reduced |
| Bank of the West | 11,340 | $499.0K | 0.06% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 11,346 | $499.0K | 0.22% | +28+0.2% | Added |
| TFG Advisers LLC | 11,317 | $498.0K | 0.28% | +4,995+79.0% | Added |
| Moody Lynn & Lieberson, LLC | 11,272 | $496.0K | 0.05% | +2,783+32.8% | Added |
| Tudor Investment Corp Et Al | 11,163 | $491.0K | 0.01% | +11,163 | New |
| Proequities, Inc. | 10,986 | $490.0K | 0.05% | +155+1.4% | Added |
| Bailard, Inc. | 11,116 | $489.0K | 0.02% | +858+8.4% | Added |
| Pegasus Asset Management, Inc. | 11,060 | $486.0K | 0.27% | −435−3.8% | Reduced |
| Independent Financial Group, LLC | 11,007 | $484.0K | 0.04% | +550+5.3% | Added |
| Cerity Partners LLC | 10,829 | $477.0K | 0.01% | −1,092−9.2% | Reduced |
| Hunter Associates Investment Management LLC | 10,900 | $477.0K | 0.12% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 10,848 | $477.0K | 0.20% | +1,747+19.2% | Added |
| Atlantic Private Wealth, LLC | 10,852 | $477.0K | 0.54% | +10,852 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,796 | $475.0K | 0.01% | −817−7.0% | Reduced |
| Armor Investment Advisors, LLC | 10,718 | $471.0K | 0.32% | −875−7.5% | Reduced |
| United Services Automobile Association | 10,601 | $466.0K | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 10,562 | $464.0K | 0.07% | +20.0% | Added |
| American Institute for Advanced Investment Management, LLP | 10,555 | $464.0K | 0.43% | +10,555 | New |
| Segall Bryant & Hamill, LLC | 10,446 | $459.0K | 0.01% | +2,454+30.7% | Added |
| Pearl River Capital, LLC | 10,445 | $459.0K | 0.09% | +10,445 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 10,417 | $458.0K | 0.04% | +490+4.9% | Added |
| Coastal Investment Advisors, Inc. | 10,388 | $457.0K | 0.12% | +463+4.7% | Added |
| Assenagon Asset Management S.A. | 10,167 | $447.0K | 0.00% | +10,167 | New |
| Plimoth Trust Co LLC | 10,078 | $443.0K | 0.15% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,894 | $441.0K | 0.03% | −149−1.5% | Reduced |
| 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 |
| 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 |
| Wealthcare Advisory Partners LLC | 9,929 | $437.0K | 0.02% | −343−3.3% | Reduced |
| Lazard Asset Management LLC | 9,923 | $436.0K | 0.00% | −121−1.2% | Reduced |
| Park Avenue Securities LLC | 9,865 | $434.0K | 0.01% | −581−5.6% | Reduced |
| 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 |
| Steward Partners Investment Advisory, LLC | 9,782 | $430.0K | 0.01% | +1,445+17.3% | Added |
| Founders Financial Alliance, LLC | 9,720 | $427.0K | 0.22% | +9,720 | New |
| Wedbush Securities Inc | 9,588 | $422.0K | 0.02% | +74+0.8% | Added |
| Colonial River Wealth Management, LLC | 9,526 | $419.0K | 0.29% | −534−5.3% | Reduced |
| Brookfield Asset Management Inc. | 9,512 | $418.0K | 0.00% | +9,512 | New |
| Heartland Bank & Trust Co | 9,334 | $410.0K | 0.39% | −146−1.5% | Reduced |
| Merit Financial Group, LLC | 9,304 | $409.0K | 0.02% | −308−3.2% | Reduced |
| 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 |
| Herold Advisors, Inc. | 9,150 | $402.0K | 0.20% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9,133 | $401.6K | 0.07% | +38+0.4% | Added |
| Verus Capital Partners, LLC | 8,967 | $394.0K | 0.07% | +5,206+138.4% | Added |
| Federation des caisses Desjardins du Quebec | 8,929 | $392.6K | 0.00% | −200−2.2% | Reduced |
| Aspire Private Capital, LLC | 8,889 | $391.0K | 0.15% | +376+4.4% | Added |
| Estabrook Capital Management | 8,716 | $383.2K | 0.07% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,250 | $381.0K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 8,529 | $375.0K | 0.03% | −13−0.2% | Reduced |
| H&H Retirement Design & Management INC | 8,425 | $372.0K | 0.35% | +101+1.2% | Added |
| Prudential PLC | 8,390 | $369.0K | 0.01% | +646+8.3% | Added |
| WealthBridge Capital Management, LLC | 7,556 | $368.0K | 0.16% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 8,321 | $366.0K | 0.02% | −981−10.5% | Reduced |
| Atwood & Palmer Inc | 8,250 | $363.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 8,240 | $362.0K | 0.05% | +8,240 | New |
| Clear Street Markets LLC | 8,200 | $361.0K | 0.07% | +5,492+202.8% | Added |
| Teamwork Financial Advisors, LLC | 8,090 | $356.0K | 0.08% | +1,544+23.6% | Added |
| SFG Wealth Management, LLC. | 8,052 | $354.0K | 0.48% | +30.0% | Added |
| Thompson Davis & Co., Inc. | 8,000 | $352.0K | 0.48% | 00.0% | Unchanged |
| Black Swift Group, LLC | 7,975 | $350.0K | 0.17% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,936 | $349.0K | 0.02% | +328+4.3% | Added |
| M Holdings Securities, Inc. | 7,822 | $344.0K | 0.04% | −85−1.1% | Reduced |
| Sheets Smith Wealth Management | 7,580 | $333.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,529 | $331.0K | 0.01% | −57−0.8% | Reduced |
| 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 |
| 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 |
| All Season Financial Advisors, Inc. | 7,218 | $317.0K | 0.34% | +289+4.2% | Added |
| Veritable, L.P. | 7,106 | $312.0K | 0.01% | +410+6.1% | Added |
| 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 |
| SeaCrest Wealth Management, LLC | 7,007 | $308.0K | 0.05% | −749−9.7% | Reduced |
| Investors Research Corp | 6,954 | $306.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Integrated Advisors Network LLC | 6,919 | $304.0K | 0.02% | +1,081+18.5% | Added |
| Vestcor Inc | 6,844 | $301.0K | 0.01% | −30,174−81.5% | Reduced |