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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 6,832 | $301.0K | 0.00% | +315+4.8% | Added |
| Ullmann Financial Group, Inc. | 6,813 | $300.0K | 0.08% | +147+2.2% | Added |
| TD Waterhouse Canada Inc. | 6,496 | $297.5K | 0.00% | +622+10.6% | Added |
| Greenleaf Trust | 6,714 | $295.0K | 0.00% | +185+2.8% | Added |
| 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 |
| Mission Creek Capital Partners, Inc. | 6,569 | $289.0K | 0.11% | −45−0.7% | Reduced |
| Wakefield Asset Management LLLP | 6,560 | $288.0K | 0.13% | −578−8.1% | Reduced |
| E&G Advisors, LP | 6,500 | $286.0K | 0.11% | 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 |
| Accuvest Global Advisors | 6,473 | $285.0K | 0.19% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 6,447 | $283.0K | 0.05% | +62+1.0% | Added |
| Hudson Valley Investment Advisors Inc | 6,400 | $281.0K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 6,369 | $280.1K | 0.14% | +215+3.5% | 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 |
| O'Shaughnessy Asset Management, LLC | 6,344 | $279.0K | 0.01% | +1,917+43.3% | Added |
| XTX Topco Ltd | 6,318 | $278.0K | 0.07% | +6,318 | New |
| Atalanta Sosnoff Capital, LLC | 6,228 | $274.0K | 0.01% | +55+0.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,203 | $273.0K | 0.02% | +6,203 | New |
| MQS Management LLC | 6,117 | $269.0K | 0.17% | +6,117 | New |
| One Charles Private Wealth Services, LLC | 6,085 | $268.0K | 0.18% | −328−5.1% | Reduced |
| Private Portfolio Partners LLC | 6,065 | $266.7K | 0.08% | +361+6.3% | Added |
| 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 |
| Kayne Anderson Capital Advisors LP | 6,000 | $264.0K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,973 | $262.6K | 0.07% | +10+0.2% | Added |
| 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 |
| High Net Worth Advisory Group LLC | 5,901 | $259.0K | 0.11% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,822 | $256.0K | 0.01% | −414−6.6% | Reduced |
| Moreno Evelyn V | 5,776 | $254.0K | 0.11% | +1,176+25.6% | Added |
| Flagship Harbor Advisors, LLC | 5,745 | $253.0K | 0.03% | +116+2.1% | Added |
| Independent Solutions Wealth Management, LLC | 5,745 | $252.6K | 0.08% | +5,745 | New |
| Profund Advisors LLC | 5,725 | $252.0K | 0.02% | −749−11.6% | Reduced |
| Bessemer Group Inc | 5,721 | $251.0K | 0.00% | −1,789−23.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 5,651 | $248.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sunbelt Securities, Inc. | 5,550 | $244.0K | 0.05% | +5,550 | New |
| NewEdge Wealth, LLC | 5,533 | $243.0K | 0.01% | +5,533 | New |
| Advisors Capital Management, LLC | 4,644 | $239.0K | 0.01% | −96−2.0% | Reduced |
| Kingsview Wealth Management, LLC | 5,422 | $238.0K | 0.01% | −42−0.8% | Reduced |
| Deseret Mutual Benefit Administrators | 5,410 | $238.0K | 0.07% | −31−0.6% | Reduced |
| Washington Trust Co | 5,402 | $237.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,326 | $234.0K | 0.02% | +773+17.0% | Added |
| MSH Capital Advisors LLC | 5,290 | $232.6K | 0.11% | +32+0.6% | Added |
| Maven Securities LTD | 5,241 | $230.0K | 0.01% | +5,241 | New |
| Great Lakes Advisors, LLC | 5,210 | $229.0K | 0.00% | −5,742−52.4% | Reduced |
| Texas Yale Capital Corp. | 5,200 | $229.0K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,208 | $229.0K | 0.15% | +5,208 | New |
| Essex Savings Bank | 5,167 | $227.0K | 0.09% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,154 | $227.0K | 0.00% | +5,154 | New |
| Cullinan Associates Inc | 5,125 | $225.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 5,102 | $224.0K | 0.03% | −17,309−77.2% | Reduced |
| Pinnacle Family Advisors, LLC | 5,098 | $224.0K | 0.19% | −16,674−76.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 5,085 | $224.0K | 0.03% | −1,855−26.7% | Reduced |
| Advisors Management Group Inc | 5,086 | $224.0K | 0.09% | −62−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 5,100 | $224.0K | 0.02% | −45−0.9% | Reduced |
| Ninepoint Partners LP | 5,062 | $223.0K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 4,996 | $220.0K | 0.04% | +4,996 | New |
| West Wealth Group, LLC | 5,000 | $219.0K | 0.11% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 5,001 | $219.0K | 0.23% | +370+8.0% | Added |
| Corient Capital Partners, LLC | 4,504 | $219.0K | 0.02% | +4,504 | New |
| Personal Cfo Solutions, LLC | 4,908 | $216.0K | 0.05% | +7+0.1% | Added |
| Howland Capital Management LLC | 4,854 | $216.0K | 0.01% | +4,854 | New |
| Colony Group LLC | 4,890 | $215.0K | 0.00% | −739−13.1% | Reduced |
| Monetary Management Group Inc | 4,900 | $215.0K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 4,889 | $215.0K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 4,800 | $211.0K | 0.02% | +4,800 | New |
| L.M. Kohn & Company | 4,775 | $210.0K | 0.10% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,732 | $208.0K | 0.00% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,720 | $208.0K | 0.26% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,700 | $207.0K | 0.16% | +4,700 | New |
| Nations Financial Group Inc, | 4,696 | $206.0K | 0.03% | −500−9.6% | Reduced |
| Edmp, Inc. | 4,688 | $206.0K | 0.22% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,673 | $205.0K | 0.01% | −2,746−37.0% | Reduced |
| Financial Advocates Investment Management | 18,386 | $204.0K | 0.02% | +18,386 | New |
| Boston Financial Mangement LLC | 4,600 | $202.0K | 0.01% | +4,600 | New |
| Comerica Securities,inc. | 4,476 | $200.0K | 0.02% | +12+0.3% | Added |
| IFP Advisors, Inc | 5,062 | $194.0K | 0.01% | +631+14.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,140 | $182.0K | 0.01% | +146+3.7% | Added |
| Smithfield Trust Co | 4,048 | $178.0K | 0.01% | −1,477−26.7% | Reduced |
| Bogart Wealth, LLC | 4,046 | $178.0K | 0.01% | +1,118+38.2% | Added |
| Toth Financial Advisory Corp | 3,953 | $174.0K | 0.03% | −700−15.0% | Reduced |
| Ellevest, Inc. | 3,943 | $173.0K | 0.02% | +625+18.8% | Added |
| Addison Advisors LLC | 3,905 | $172.0K | 0.11% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,871 | $170.0K | 0.04% | +837+27.6% | Added |
| Selective Wealth Management, Inc. | 3,746 | $165.0K | 0.07% | −1,138−23.3% | Reduced |
| Surevest, LLC | 3,597 | $158.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,577 | $157.0K | 0.01% | −367−9.3% | Reduced |
| M&R Capital Management Inc | 3,466 | $152.0K | 0.04% | +427+14.1% | Added |
| Raleigh Capital Management Inc. | 3,443 | $151.0K | 0.09% | +127+3.8% | Added |
| Signaturefd, LLC | 3,411 | $150.0K | 0.01% | −589−14.7% | Reduced |
| CWM, LLC | 3,396 | $149.0K | 0.00% | −181−5.1% | Reduced |
| Sutton Wealth Advisors Inc. | 3,307 | $145.4K | 0.06% | +1,711+107.2% | Added |
| Private Trust Co NA | 3,161 | $139.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 3,000 | $132.0K | 0.06% | 00.0% | Unchanged |