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 |
|---|---|---|---|---|---|
| Desjardins Global Asset Management Inc. | 2,733 | $120.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,720 | $120.0K | 0.01% | +2,720 | New |
| Whittier Trust Co | 2,703 | $119.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,541 | $112.0K | 0.00% | −130−4.9% | Reduced |
| Trustcore Financial Services, LLC | 2,500 | $110.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,348 | $103.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2,151 | $96.0K | 0.04% | 00.0% | Unchanged |
| Tobam | 2,107 | $93.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $89.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,016 | $89.0K | 0.00% | +16+0.8% | Added |
| SRS Capital Advisors, Inc. | 2,017 | $89.0K | 0.01% | +250+14.1% | Added |
| Financial Perspectives, Inc | 2,000 | $87.9K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $87.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,978 | $87.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,908 | $84.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,697 | $83.0K | 0.00% | +1,523+875.3% | Added |
| Parallel Advisors, LLC | 1,851 | $81.0K | 0.00% | +110+6.3% | Added |
| Orion Capital Management LLC | 1,800 | $79.0K | 0.06% | −500−21.7% | Reduced |
| Schubert & Co | 1,766 | $78.0K | 0.07% | +21+1.2% | Added |
| Carolinas Wealth Consulting LLC | 1,664 | $74.0K | 0.02% | +17+1.0% | Added |
| AIA Group Ltd | 1,654 | $73.0K | 0.00% | −1,261−43.3% | Reduced |
| Retirement Group, LLC | 1,650 | $73.0K | 0.06% | +8+0.5% | Added |
| Central Trust Co | 1,605 | $71.0K | 0.00% | +500+45.2% | Added |
| SJS Investment Consulting Inc. | 1,600 | $70.0K | 0.02% | +1,600 | New |
| Capstone Investment Advisors, LLC | 1,549 | $68.0K | 0.00% | +1,549 | New |
| Tower View Investment Management & Research LLC | 1,519 | $67.0K | 0.05% | +19+1.3% | Added |
| First Financial Corp | 1,500 | $66.0K | 0.04% | 00.0% | Unchanged |
| Founders Capital Management | 1,400 | $62.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,370 | $60.0K | 0.00% | −24−1.7% | Reduced |
| Silvant Capital Management LLC | 1,292 | $58.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,300 | $57.0K | 0.02% | +300+30.0% | Added |
| Avion Wealth | 1,269 | $56.0K | 0.02% | +300+31.0% | Added |
| Parkside Financial Bank & Trust | 1,221 | $54.0K | 0.02% | −58−4.5% | Reduced |
| Baldwin Brothers Inc | 1,200 | $53.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,095 | $49.0K | 0.02% | +5+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 1,095 | $48.0K | 0.01% | +7+0.6% | Added |
| Sawyer & Company, Inc | 1,075 | $47.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,000 | $44.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 974 | $43.0K | 0.00% | −142−12.7% | Reduced |
| North Star Investment Management Corp. | 970 | $43.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 945 | $42.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 941 | $42.0K | 0.00% | +941 | New |
| Beacon Capital Management, LLC | 821 | $40.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 900 | $40.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 899 | $40.0K | 0.01% | +113+14.4% | Added |
| Private Ocean, LLC | 900 | $39.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 837 | $37.0K | 0.00% | +215+34.6% | Added |
| Proffitt & Goodson Inc | 825 | $36.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 808 | $36.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 804 | $35.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 798 | $35.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 785 | $35.0K | 0.01% | +785 | New |
| Abound Wealth Management | 778 | $34.2K | 0.02% | +778 | New |
| AdvisorNet Financial, Inc | 763 | $34.0K | 0.00% | −95−11.1% | Reduced |
| Cambridge Trust Co | 779 | $34.0K | 0.00% | +44+6.0% | Added |
| Allworth Financial LP | 775 | $34.0K | 0.00% | +441+132.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $33.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 750 | $33.0K | 0.00% | −9−1.2% | Reduced |
| Tucker Asset Management LLC | 655 | $32.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 650 | $31.0K | 0.01% | −34−5.0% | Reduced |
| Lindbrook Capital, LLC | 641 | $28.0K | 0.00% | +44+7.4% | Added |
| Webster Bank, N. A. | 557 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 541 | $24.0K | 0.02% | +7+1.3% | Added |
| Focused Wealth Management, Inc | 530 | $23.0K | 0.00% | +3+0.6% | Added |
| Trust Co of Vermont | 520 | $23.0K | 0.00% | −2−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $22.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 500 | $22.0K | 0.00% | +500 | New |
| GHP Investment Advisors, Inc. | 488 | $21.0K | 0.00% | +6+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $20.0K | 0.00% | −550−55.0% | Reduced |
| Byrne Asset Management LLC | 450 | $20.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 450 | $20.0K | 0.00% | +72+19.0% | Added |
| Baystate Wealth Management LLC | 442 | $19.0K | 0.00% | +6+1.4% | Added |
| Riverview Trust Co | 421 | $19.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 419 | $18.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 404 | $18.0K | 0.00% | −48−10.6% | Reduced |
| AlphaMark Advisors, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 400 | $18.0K | 0.01% | +400 | New |
| Covestor Ltd | 390 | $17.0K | 0.02% | −505−56.4% | Reduced |
| First Community Trust NA | 385 | $17.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 380 | $17.0K | 0.02% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 384 | $17.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $16.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 333 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 330 | $15.0K | 0.00% | +100+43.5% | Added |
| Pflug Koory, LLC | 329 | $14.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 294 | $13.0K | 0.00% | +22+8.1% | Added |
| Axiom Investment Management LLC | 300 | $13.0K | 0.03% | +300 | New |
| Institutional & Family Asset Management, LLC | 273 | $12.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $11.0K | 0.00% | −800−75.4% | Reduced |
| Zions Bancorporation, N.A. | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 253 | $11.0K | 0.00% | +197+351.8% | Added |
| JFS Wealth Advisors, LLC | 220 | $10.0K | 0.00% | −150−40.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 238 | $10.0K | 0.00% | +6+2.6% | Added |
| Heritage Wealth Management, LLC | 219 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 250 | $10.0K | 0.00% | −26−9.4% | Reduced |
| BerganKDV Wealth Management, LLC | 212 | $9.00K | 0.00% | +3+1.4% | Added |
| Prestige Wealth Management Group LLC | 197 | $9.00K | 0.00% | 00.0% | Unchanged |