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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 195 | $9.00K | 0.00% | +40+25.8% | Added |
| CVA Family Office, LLC | 210 | $9.00K | 0.00% | +50+31.3% | Added |
| Assetmark, Inc | 184 | $8.00K | 0.00% | −23−11.1% | Reduced |
| Coston, McIsaac & Partners | 169 | $7.00K | 0.00% | +2+1.2% | Added |
| Kozak & Associates, Inc. | 154 | $7.00K | 0.00% | +4+2.7% | Added |
| MUFG Americas Holdings Corp | 150 | $7.00K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 150 | $7.00K | 0.00% | +150 | New |
| GW&K Investment Management, LLC | 140 | $6.00K | 0.00% | −70−33.3% | Reduced |
| HHM Wealth Advisors, LLC | 138 | $6.00K | 0.00% | −62−31.0% | Reduced |
| Glassman Wealth Services | 144 | $6.00K | 0.00% | +6+4.3% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 133 | $6.00K | 0.00% | −9−6.3% | Reduced |
| Earnest Partners LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 131 | $6.00K | 0.00% | +1+0.8% | Added |
| Rise Advisors, LLC | 141 | $6.00K | 0.00% | +51+56.7% | Added |
| Ellis Investment Partners, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $5.00K | 0.00% | +111 | New |
| Tradition Wealth Management, LLC | 100 | $4.00K | 0.00% | −879−89.8% | Reduced |
| Stonebridge Capital Advisors LLC | 96 | $4.00K | 0.00% | +1+1.1% | Added |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 100 | $4.00K | 0.00% | +1+1.0% | Added |
| Capital Advisors, Ltd. LLC | 90 | $4.00K | 0.00% | +90 | New |
| Almanack Investment Partners, LLC. | 92 | $4.00K | 0.00% | +92 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.12K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $3.00K | 0.00% | +9+14.1% | Added |
| Sandy Spring Bank | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 39 | $1.72K | 0.00% | −22−36.1% | Reduced |
| Kelly Financial Services LLC | 36 | $1.58K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 14 | $1.00K | 0.00% | +14 | New |
| Leonteq Securities AG | 1 | $44 | 0.00% | −371−99.7% | Reduced |
| Key Financial Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 704 | – | – | +704 | New |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −453,448−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −343,178−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −231,271−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −124,503−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −123,984−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −105,610−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −65,831−100.0% | Sold out |
| G&S Capital LLC | 0 | $0 | 0.00% | −59,662−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −55,271−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −46,570−100.0% | Sold out |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −37,444−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −35,910−100.0% | Sold out |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −31,267−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −21,801−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −19,459−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,334−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,906−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −16,117−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −15,364−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,942−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,673−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −10,451−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −10,421−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −10,238−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,136−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| CPR Investments Inc. | 0 | $0 | 0.00% | −6,644−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,175−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Crescent Grove Advisors, LLC | 0 | $0 | 0.00% | −5,975−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −5,754−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,259−100.0% | Sold out |
| Crown Wealth Group, LLC | 0 | $0 | 0.00% | −5,150−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Quad-Cities Investment Group, LLC | 0 | $0 | 0.00% | −4,906−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,839−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −4,706−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −4,664−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −4,504−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,439−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4,436−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,435−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −4,294−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −4,270−100.0% | Sold out |
| Community Bank of Raymore | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |