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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.

Q4 2022 vs. Q3 2022

How the institutions holding Iron Mountain Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of IRM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders74315782+54
Shares227.0M1.10M228.9M+3.02M (+1.3%)
Value$10.0B$48.4M$11.4B+$1.43B (+14.3%)

15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held Iron Mountain Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to IRM in Q4 2022
InstitutionSharesValue% of portfolio
Agf Management Ltd943,549$47.0M0.34%
Aew Capital Management L P121,630$6.06M0.24%
Knights of Columbus Asset Advisors LLC103,219$5.15M0.53%
La Banque Postale Asset Management SA87,489$4.36M0.12%
Nia Impact Advisors, LLC68,518$3.42M1.98%
Walleye Trading LLC58,811$2.93M0.07%
Cyndeo Wealth Partners, LLC35,255$1.76M0.21%
Cipher Capital LP33,607$1.68M0.32%
Simplex Trading, LLC31,638$1.58M0.08%
CoreCap Advisors, LLC29,346$1.46M0.10%
Connor, Clark & Lunn Investment Management Ltd.27,801$1.39M0.01%
CI Private Wealth, LLC27,264$1.36M0.00%
Delphi Management Inc25,664$1.28M1.55%
Cascade Investment Group, Inc.24,728$1.23M1.28%
Balyasny Asset Management LLC24,593$1.23M0.00%
International Assets Investment Management, LLC23,832$1.19M0.12%
Maryland State Retirement & Pension System22,695$1.13M0.03%
Qube Research & Technologies Ltd21,547$1.07M0.01%
Squarepoint Ops LLC21,525$1.07M0.01%
Pathway Financial Advisers, LLC18,454$920.0K0.37%
Strait & Sound Wealth Management LLC17,305$905.4K0.99%
Coppell Advisory Solutions LLC17,409$867.9K0.31%
Coppell Advisory Solutions Corp.17,409$867.9K0.31%
Heritage Trust Co16,496$822.3K0.13%
Bleakley Financial Group, LLC15,384$766.9K0.03%
Voloridge Investment Management, LLC15,051$750.3K0.00%
Level Four Advisory Services, LLC14,815$738.5K0.05%
DoubleLine ETF Adviser LP12,908$643.5K0.33%
Beacon Investment Advisors LLC10,020$499.5K0.42%
Metis Global Partners, LLC9,874$492.2K0.04%
TownSquare Capital, LLC9,350$466.1K0.01%
Virtu Financial LLC9,244$461.0K0.06%
Everence Capital Management Inc8,670$432.0K0.04%
Community Bank of Raymore8,390$418.2K0.15%
Cardinal Point Capital Management, ULC7,800$393.7K0.14%
Coldstream Capital Management Inc7,192$358.5K0.01%
Arete Wealth Advisors, LLC7,034$350.6K0.03%
Capital International Inc7,003$349.1K0.01%
Oversea-Chinese Banking CORP Ltd6,683$333.0K0.02%
Kapstone Financial Advisors LLC5,788$327.8K0.30%
Dynamic Technology Lab Private Ltd6,525$325.0K0.03%
Garden State Investment Advisory Services LLC5,939$299.2K0.18%
Integrated Wealth Concepts LLC5,832$291.0K0.01%
Steel Peak Wealth Management LLC5,473$276.2K0.02%
Money Concepts Capital Corp5,483$273.3K0.01%
Neo Ivy Capital Management5,220$260.0K0.18%
Dorsey Wright & Associates5,026$250.5K0.07%
Richard W. Paul & Associates, LLC4,910$244.7K0.12%
HB Wealth Management, LLC4,841$241.3K0.00%
Armstrong Advisory Group, Inc4,683$233.4K0.03%
Welch Group, LLC4,531$225.9K0.01%
Brinker Capital Investments, LLC4,515$225.1K0.00%
Bradley Foster & Sargent Inc4,504$224.5K0.01%
Beverly Hills Private Wealth, LLC4,468$222.7K0.10%
XML Financial, LLC4,384$218.5K0.03%
Curi Capital4,327$215.7K0.03%
Guild Investment Management, Inc.4,236$213.8K0.37%
TrinityPoint Wealth, LLC4,160$207.4K0.05%
Moneta Group Investment Advisors LLC3,795$207.1K0.01%
Crown Wealth Group, LLC4,150$206.9K0.19%
Destination Wealth Management4,095$204.1K0.01%
Strategic Blueprint, LLC4,058$202.3K0.02%
Laurel Wealth Advisors, Inc.4,056$202.0K0.02%
Linscomb & Williams, Inc.4,051$202.0K0.01%
ICA Group Wealth Management, LLC3,189$159.0K0.04%
BI Asset Management Fondsmaeglerselskab A/S2,829$141.0K0.00%
C M Bidwell & Associates Ltd1,285$64.1K0.05%
FinTrust Capital Advisors, LLC1,000$49.9K0.01%
Accurate Wealth Management, LLC966$48.5K0.02%
Point72 Middle East FZE927$46.2K0.00%
True Wealth Design, LLC670$33.4K0.02%
Farther Finance Advisors, LLC542$27.0K0.01%
Compass Wealth Management LLC525$26.2K0.01%
Hanson & Doremus Investment Management475$24.0K0.01%
Caldwell Trust Co350$17.4K0.00%
Godsey & Gibb Associates309$15.4K0.00%
WJ Interests, LLC279$13.9K0.01%
Grove Bank & Trust220$11.0K0.00%
Colonial Trust Advisors131$6.53K0.00%
Park Place Capital Corp130$6.00K0.00%
Red Tortoise LLC94$4.69K0.00%
Quarry LP64$3.19K0.00%
Dark Forest Capital Management LP50$2.49K0.00%
Hollencrest Capital Management44$2.19K0.00%
My Personal CFO, LLC44$2.19K0.00%
Trifecta Capital Advisors, LLC27$1.35K0.00%
Concord Wealth Partners22$1.10K0.00%
McElhenny Sheffield Capital Management, LLC20$9970.00%
Baker Avenue Asset Management, LP17$8470.00%
Gradient Investments LLC10$4990.00%
NewSquare Capital LLC10$4990.00%
Fortis Capital Advisors, LLC4$1990.00%
Asset Dedication, LLC5$00.00%

Sold out (39)

Institutions that held Iron Mountain Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of IRM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
ExodusPoint Capital Management, LP298,516$13.1M
Natixis130,211$5.72M
AlphaCrest Capital Management LLC49,741$2.19M
Horizon Investments, LLC29,991$1.32M
Triasima Portfolio Management inc.28,470$1.25M
Foresight Wealth Management, LLC28,429$1.25M
Y-Intercept (Hong Kong) Ltd26,748$1.18M
AdvisorShares Investments LLC19,138$841.0K
Chiron Investment Management, LLC11,908$524.0K
Brookfield Asset Management Inc.9,512$418.0K
Gsa Capital Partners LLP8,240$362.0K
Black Swift Group, LLC7,975$350.0K
All Season Financial Advisors, Inc.7,218$317.0K
Wakefield Asset Management LLLP6,560$288.0K
MQS Management LLC6,117$269.0K
Diversified Trust Co5,945$261.0K
Sunbelt Securities, Inc.5,550$244.0K
Verition Fund Management LLC5,154$227.0K
Bluefin Capital Management, LLC4,800$211.0K
InterOcean Capital Group, LLC4,673$205.0K
Financial Advocates Investment Management18,386$204.0K
Selective Wealth Management, Inc.3,746$165.0K
GPS Wealth Strategies Group, LLC1,095$48.0K
Howe & Rusling Inc804$35.0K
Riverview Trust Co421$19.0K
Castle Wealth Management LLC384$17.0K
Pflug Koory, LLC329$14.0K
Axiom Investment Management LLC300$13.0K
MUFG Americas Holdings Corp150$7.00K
EverSource Wealth Advisors, LLC150$7.00K
Ellis Investment Partners, LLC116$5.00K
Center for Financial Planning, Inc.105$5.00K
Hudock, Inc.100$4.00K
Almanack Investment Partners, LLC.92$4.00K
Evoke Wealth, LLC40$2.00K
Community Bank, N.A.14$1.00K
Ritter Daniher Financial Advisory LLC15$1.00K
Crewe Advisors LLC3$0
Wolff Wiese Magana LLC5$0

Not filed for Q4 2022 yet (15)

Institutions that held Iron Mountain Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Agf Investments Inc.902,471$39.7M
Foresight Capital Management Advisors, Inc.93,345$4.10M
Eaton Vance Management37,652$1.66M
Budros, Ruhlin & Roe, Inc.21,115$928.0K
Roosevelt Investment Group LLC14,772$650.0K
Dowling & Yahnke LLC8,321$366.0K
American Portfolios Advisors5,822$256.0K
Redpoint Investment Management Pty Ltd5,085$224.0K
Corient Capital Partners, LLC4,504$219.0K
Surevest, LLC3,597$158.0K
Wipfli Financial Advisors LLC,941$42.0K
Corsicana & Co.900$40.0K
American Research & Management Co.808$36.0K
Covington Capital Management330$15.0K
FourThought Financial, LLC45$2.00K