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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 798 | $39.8K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $40.9K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 825 | $41.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $44.9K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 927 | $46.2K | 0.00% | +927 | New |
| AIA Group Ltd | 937 | $46.7K | 0.00% | −717−43.3% | Reduced |
| TCI Wealth Advisors, Inc. | 945 | $47.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $48.4K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 966 | $48.5K | 0.02% | +966 | New |
| Umb Bank N A | 974 | $49.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $49.9K | 0.01% | −300−23.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,000 | $49.9K | 0.01% | +1,000 | New |
| Sittner & Nelson, LLC | 1,014 | $50.5K | 0.03% | +14+1.4% | Added |
| Sawyer & Company, Inc | 1,075 | $54.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,086 | $54.1K | 0.01% | +187+20.8% | Added |
| Avion Wealth | 1,269 | $55.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,094 | $55.0K | 0.02% | −1−0.1% | Reduced |
| Parkside Financial Bank & Trust | 1,261 | $62.9K | 0.02% | +40+3.3% | Added |
| C M Bidwell & Associates Ltd | 1,285 | $64.1K | 0.05% | +1,285 | New |
| Carolinas Wealth Consulting LLC | 1,274 | $64.6K | 0.01% | −390−23.4% | Reduced |
| Silvant Capital Management LLC | 1,292 | $65.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,370 | $68.3K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1,390 | $69.3K | 0.06% | −376−21.3% | Reduced |
| Founders Capital Management | 1,400 | $70.0K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,508 | $74.0K | 0.00% | −7,762−83.7% | Reduced |
| First Financial Corp | 1,500 | $74.8K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 1,531 | $76.0K | 0.00% | +781+104.1% | Added |
| Tower View Investment Management & Research LLC | 1,539 | $77.0K | 0.05% | +20+1.3% | Added |
| SJS Investment Consulting Inc. | 1,600 | $79.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,829 | $80.0K | 0.00% | +132+7.8% | Added |
| Central Trust Co | 1,640 | $81.8K | 0.00% | +35+2.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,666 | $83.0K | 0.05% | −4,963−74.9% | Reduced |
| Retirement Group, LLC | 1,683 | $84.0K | 0.04% | +33+2.0% | Added |
| Parallel Advisors, LLC | 1,700 | $84.7K | 0.00% | −151−8.2% | Reduced |
| Monetary Management Group Inc | 1,800 | $89.7K | 0.03% | −3,100−63.3% | Reduced |
| Orion Capital Management LLC | 1,800 | $89.7K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,908 | $95.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,958 | $97.6K | 0.01% | −59−2.9% | Reduced |
| First Manhattan Co | 1,995 | $99.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $99.7K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $100.1K | 0.01% | +808+67.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,016 | $100.5K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $101.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,032 | $101.0K | 0.04% | +54+2.7% | Added |
| Addison Advisors LLC | 2,055 | $102.4K | 0.06% | −1,850−47.4% | Reduced |
| NVWM, LLC | 2,151 | $108.6K | 0.04% | 00.0% | Unchanged |
| Tobam | 2,284 | $114.0K | 0.01% | +177+8.4% | Added |
| Trustcore Financial Services, LLC | 2,500 | $124.6K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,555 | $127.4K | 0.01% | −7,455−74.5% | Reduced |
| Activest Wealth Management | 2,680 | $135.5K | 0.04% | +2,280+570.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,829 | $141.0K | 0.00% | +2,829 | New |
| Huntington National Bank | 2,878 | $143.5K | 0.00% | +530+22.6% | Added |
| Whittier Trust Co | 2,923 | $145.7K | 0.00% | +220+8.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,986 | $148.9K | 0.00% | −5,943−66.6% | Reduced |
| Clean Yield Group | 3,000 | $149.6K | 0.06% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,070 | $153.0K | 0.02% | +337+12.3% | Added |
| ICA Group Wealth Management, LLC | 3,189 | $159.0K | 0.04% | +3,189 | New |
| Private Trust Co NA | 3,195 | $159.0K | 0.02% | +34+1.1% | Added |
| Deseret Mutual Benefit Administrators | 3,306 | $164.8K | 0.07% | −2,104−38.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,307 | $164.9K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,310 | $165.0K | 0.00% | −101−3.0% | Reduced |
| Raleigh Capital Management Inc. | 3,358 | $167.4K | 0.09% | −85−2.5% | Reduced |
| Belpointe Asset Management LLC | 3,636 | $181.3K | 0.01% | +916+33.7% | Added |
| M&R Capital Management Inc | 3,636 | $181.3K | 0.05% | +170+4.9% | Added |
| Ellevest, Inc. | 3,711 | $185.0K | 0.02% | −232−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,577 | $186.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,762 | $188.0K | 0.01% | −286−7.1% | Reduced |
| Toth Financial Advisory Corp | 3,953 | $197.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,046 | $201.7K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,051 | $202.0K | 0.01% | +4,051 | New |
| IFP Advisors, Inc | 4,951 | $202.0K | 0.01% | −111−2.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,056 | $202.0K | 0.02% | +4,056 | New |
| Strategic Blueprint, LLC | 4,058 | $202.3K | 0.02% | +4,058 | New |
| Benjamin F. Edwards & Company, Inc. | 4,077 | $203.0K | 0.01% | −63−1.5% | Reduced |
| Destination Wealth Management | 4,095 | $204.1K | 0.01% | +4,095 | New |
| Crown Wealth Group, LLC | 4,150 | $206.9K | 0.19% | +4,150 | New |
| CWM, LLC | 4,151 | $207.0K | 0.00% | +755+22.2% | Added |
| Moneta Group Investment Advisors LLC | 3,795 | $207.1K | 0.01% | +3,795 | New |
| TrinityPoint Wealth, LLC | 4,160 | $207.4K | 0.05% | +4,160 | New |
| Capstone Investment Advisors, LLC | 4,253 | $212.0K | 0.01% | +2,704+174.6% | Added |
| Ninepoint Partners LP | 4,273 | $213.0K | 0.03% | −789−15.6% | Reduced |
| Guild Investment Management, Inc. | 4,236 | $213.8K | 0.37% | +4,236 | New |
| Curi Capital | 4,327 | $215.7K | 0.03% | +4,327 | New |
| XML Financial, LLC | 4,384 | $218.5K | 0.03% | +4,384 | New |
| Beverly Hills Private Wealth, LLC | 4,468 | $222.7K | 0.10% | +4,468 | New |
| Advisors Capital Management, LLC | 4,486 | $224.0K | 0.01% | −158−3.4% | Reduced |
| Comerica Securities,inc. | 4,447 | $224.4K | 0.02% | −29−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 4,504 | $224.5K | 0.01% | +4,504 | New |
| Brinker Capital Investments, LLC | 4,515 | $225.1K | 0.00% | +4,515 | New |
| Welch Group, LLC | 4,531 | $225.9K | 0.01% | +4,531 | New |
| Perigon Wealth Management, LLC | 4,577 | $228.2K | 0.01% | −8,151−64.0% | Reduced |
| Financial Management Professionals, Inc. | 4,594 | $229.0K | 0.05% | +723+18.7% | Added |
| Moreno Evelyn V | 4,600 | $229.3K | 0.05% | −1,176−20.4% | Reduced |
| Boston Financial Mangement LLC | 4,600 | $229.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,633 | $231.0K | 0.00% | −99−2.1% | Reduced |
| Edmp, Inc. | 4,657 | $232.2K | 0.23% | −31−0.7% | Reduced |
| Armstrong Advisory Group, Inc | 4,683 | $233.4K | 0.03% | +4,683 | New |
| High Net Worth Advisory Group LLC | 4,692 | $233.9K | 0.09% | −1,209−20.5% | Reduced |
| Seelaus Asset Management LLC | 4,700 | $234.0K | 0.18% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,720 | $235.3K | 0.29% | 00.0% | Unchanged |