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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Iron Mountain Inc as of Dec 31, 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
- 782
- +54 vs. Q3 2022
- Shares held
- 228.9M
- +3.02M (+1.3%) vs. Q3 2022
- Total value
- $11.4B
- +$1.43B (+14.3%) vs. Q3 2022
- New holders
- 93
- 300 more added
- Sold out
- 39
- 251 more reduced
15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 5 | $0 | 0.00% | +5 | New |
| Key Financial Inc | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4 | $199 | 0.00% | +4 | New |
| Gradient Investments LLC | 10 | $499 | 0.00% | +10 | New |
| NewSquare Capital LLC | 10 | $499 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 50 | $677 | 0.01% | −654−92.9% | Reduced |
| Versant Capital Management, Inc | 16 | $798 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $847 | 0.00% | +17 | New |
| JJJ Advisors Inc. | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $997 | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 20 | $997 | 0.00% | +20 | New |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | −2,525−99.4% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | −70−77.8% | Reduced |
| Concord Wealth Partners | 22 | $1.10K | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 27 | $1.35K | 0.00% | +27 | New |
| Kelly Financial Services LLC | 36 | $1.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $1.94K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 44 | $2.19K | 0.00% | +44 | New |
| My Personal CFO, LLC | 44 | $2.19K | 0.00% | +44 | New |
| Sandy Spring Bank | 46 | $2.29K | 0.00% | +1+2.2% | Added |
| Dark Forest Capital Management LP | 50 | $2.49K | 0.00% | +50 | New |
| Quarry LP | 64 | $3.19K | 0.00% | +64 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 76 | $3.79K | 0.00% | +3+4.1% | Added |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 94 | $4.69K | 0.00% | +94 | New |
| Stonebridge Capital Advisors LLC | 98 | $4.87K | 0.00% | +2+2.1% | Added |
| McIlrath & Eck, LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 106 | $5.00K | 0.00% | −693,554−100.0% | Reduced |
| Hoese & Co LLP | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $5.63K | 0.00% | +2+1.8% | Added |
| Tradition Wealth Management, LLC | 120 | $6.00K | 0.00% | +20+20.0% | Added |
| Park Place Capital Corp | 130 | $6.00K | 0.00% | +130 | New |
| Colonial Trust Advisors | 131 | $6.53K | 0.00% | +131 | New |
| Earnest Partners LLC | 133 | $6.63K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 138 | $6.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 133 | $7.00K | 0.00% | +2+1.5% | Added |
| Rise Advisors, LLC | 142 | $7.10K | 0.01% | +1+0.7% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $7.13K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 171 | $8.00K | 0.00% | +2+1.2% | Added |
| Assetmark, Inc | 184 | $9.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $9.72K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $9.72K | 0.00% | −15−7.1% | Reduced |
| Bell Investment Advisors, Inc | 197 | $9.82K | 0.00% | +64+48.1% | Added |
| BerganKDV Wealth Management, LLC | 215 | $10.7K | 0.00% | +3+1.4% | Added |
| JFS Wealth Advisors, LLC | 220 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 220 | $11.0K | 0.00% | +220 | New |
| Larson Financial Group LLC | 226 | $11.3K | 0.00% | −27−10.7% | Reduced |
| Glassman Wealth Services | 228 | $11.4K | 0.00% | +84+58.3% | Added |
| Heritage Wealth Management, LLC | 230 | $11.5K | 0.00% | +11+5.0% | Added |
| Kistler-Tiffany Companies, LLC | 238 | $11.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 254 | $12.8K | 0.00% | +57+28.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $13.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 265 | $13.2K | 0.00% | +10+3.9% | Added |
| Institutional & Family Asset Management, LLC | 273 | $13.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 275 | $13.7K | 0.00% | −19−6.5% | Reduced |
| WJ Interests, LLC | 279 | $13.9K | 0.01% | +279 | New |
| Harel Insurance Investments & Financial Services Ltd. | 280 | $14.0K | 0.00% | −170−37.8% | Reduced |
| IAG Wealth Partners, LLC | 295 | $14.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 310 | $15.0K | 0.00% | −4,792−93.9% | Reduced |
| Godsey & Gibb Associates | 309 | $15.4K | 0.00% | +309 | New |
| Whittier Trust Co of Nevada Inc | 329 | $16.4K | 0.00% | −4−1.2% | Reduced |
| Quadrant Capital Group LLC | 335 | $16.7K | 0.00% | −69−17.1% | Reduced |
| Caldwell Trust Co | 350 | $17.4K | 0.00% | +350 | New |
| Piscataqua Savings Bank | 353 | $17.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 363 | $18.0K | 0.01% | −27−6.9% | Reduced |
| Savior LLC | 380 | $18.9K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 389 | $19.0K | 0.00% | −61−13.6% | Reduced |
| First Community Trust NA | 385 | $19.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 416 | $20.7K | 0.00% | −359−46.3% | Reduced |
| PFS Partners, LLC | 419 | $20.9K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 448 | $22.0K | 0.00% | +6+1.4% | Added |
| Byrne Asset Management LLC | 450 | $22.4K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $24.0K | 0.01% | +475 | New |
| RWM Asset Management, LLC | 500 | $24.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $25.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 520 | $25.9K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $26.2K | 0.01% | +525 | New |
| Farther Finance Advisors, LLC | 542 | $27.0K | 0.01% | +542 | New |
| Financial Avengers, Inc. | 548 | $27.3K | 0.02% | +7+1.3% | Added |
| Lindbrook Capital, LLC | 549 | $27.4K | 0.00% | −92−14.4% | Reduced |
| Webster Bank, N. A. | 557 | $28.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 621 | $31.0K | 0.01% | +91+17.2% | Added |
| GHP Investment Advisors, Inc. | 641 | $31.9K | 0.00% | +153+31.4% | Added |
| Tucker Asset Management LLC | 655 | $32.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 650 | $33.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 670 | $33.4K | 0.02% | +670 | New |
| First Personal Financial Services | 728 | $36.3K | 0.01% | −57−7.3% | Reduced |
| Cambridge Trust Co | 735 | $37.0K | 0.00% | −44−5.6% | Reduced |
| Massmutual Trust Co FSB | 753 | $38.0K | 0.00% | −84−10.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $38.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 772 | $38.5K | 0.00% | +9+1.2% | Added |
| Abound Wealth Management | 793 | $39.6K | 0.02% | +15+1.9% | Added |