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 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 4,728 | $235.7K | 0.02% | −890−15.8% | Reduced |
| Verdence Capital Advisors LLC | 4,793 | $238.9K | 0.03% | −1,133−19.1% | Reduced |
| Great Lakes Advisors, LLC | 4,796 | $239.1K | 0.01% | −414−7.9% | Reduced |
| Gitterman Wealth Management, LLC | 4,821 | $240.4K | 0.12% | −180−3.6% | Reduced |
| HB Wealth Management, LLC | 4,841 | $241.3K | 0.00% | +4,841 | New |
| L.M. Kohn & Company | 4,875 | $243.0K | 0.11% | +100+2.1% | Added |
| Perfromance Wealth Partners, LLC | 4,889 | $243.7K | 0.01% | 00.0% | Unchanged |
| Colony Group LLC | 4,890 | $244.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4,910 | $244.7K | 0.12% | +4,910 | New |
| West Wealth Group, LLC | 5,000 | $249.3K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,020 | $250.0K | 0.00% | −701−12.3% | Reduced |
| Dorsey Wright & Associates | 5,026 | $250.5K | 0.07% | +5,026 | New |
| Nations Financial Group Inc, | 5,036 | $251.0K | 0.03% | +340+7.2% | Added |
| Meeder Asset Management Inc | 5,037 | $251.1K | 0.02% | −7,418−59.6% | Reduced |
| Geneos Wealth Management Inc. | 5,112 | $254.8K | 0.02% | −9,912−66.0% | Reduced |
| Cullinan Associates Inc | 5,125 | $255.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5,131 | $255.8K | 0.18% | +33+0.6% | Added |
| Advisors Management Group Inc | 5,148 | $257.0K | 0.10% | +62+1.2% | Added |
| Essex Savings Bank | 5,167 | $257.5K | 0.09% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 5,199 | $259.0K | 0.00% | −1,734−25.0% | Reduced |
| Coastline Trust Co | 5,196 | $259.0K | 0.04% | +200+4.0% | Added |
| Texas Yale Capital Corp. | 5,200 | $259.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,209 | $259.7K | 0.05% | +301+6.1% | Added |
| Neo Ivy Capital Management | 5,220 | $260.0K | 0.18% | +5,220 | New |
| Howland Capital Management LLC | 5,216 | $263.2K | 0.02% | +362+7.5% | Added |
| NewEdge Wealth, LLC | 5,353 | $266.8K | 0.01% | −180−3.3% | Reduced |
| Washington Trust Co | 5,402 | $269.3K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 5,483 | $273.3K | 0.01% | +5,483 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,484 | $273.4K | 0.07% | −489−8.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,473 | $276.2K | 0.02% | +5,473 | New |
| Profund Advisors LLC | 5,583 | $278.3K | 0.02% | −142−2.5% | Reduced |
| Flagship Harbor Advisors, LLC | 5,703 | $284.3K | 0.03% | −42−0.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,747 | $286.5K | 0.09% | +20.0% | Added |
| Griffin Asset Management, Inc. | 5,779 | $288.1K | 0.04% | −668−10.4% | Reduced |
| Maven Securities LTD | 5,790 | $288.6K | 0.06% | +549+10.5% | Added |
| Integrated Wealth Concepts LLC | 5,832 | $291.0K | 0.01% | +5,832 | New |
| Centaurus Financial, Inc. | 5,969 | $298.0K | 0.03% | +349+6.2% | Added |
| Kayne Anderson Capital Advisors LP | 6,000 | $299.1K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,939 | $299.2K | 0.18% | +5,939 | New |
| Principle Wealth Partners LLC | 6,050 | $301.6K | 0.03% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 6,051 | $301.6K | 0.03% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 6,067 | $302.5K | 0.08% | +20.0% | Added |
| Stevens Capital Management LP | 6,073 | $303.0K | 0.19% | +865+16.6% | Added |
| Checchi Capital Advisers, LLC | 6,100 | $304.1K | 0.03% | +1,000+19.6% | Added |
| Atalanta Sosnoff Capital, LLC | 6,228 | $310.5K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 6,274 | $312.8K | 0.11% | −295−4.5% | Reduced |
| Intrua Financial, LLC | 6,128 | $313.1K | 0.07% | −16,582−73.0% | Reduced |
| Southland Equity Partners LLC | 6,312 | $314.6K | 0.12% | −57−0.9% | Reduced |
| Oppenheimer & Co Inc | 6,412 | $319.6K | 0.01% | +61+1.0% | Added |
| Banque Cantonale Vaudoise | 6,457 | $322.0K | 0.02% | −8,900−58.0% | Reduced |
| Ossiam | 6,464 | $322.2K | 0.01% | −23,862−78.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,488 | $323.4K | 0.01% | +144+2.3% | Added |
| XTX Topco Ltd | 6,496 | $323.8K | 0.07% | +178+2.8% | Added |
| E&G Advisors, LP | 6,500 | $324.0K | 0.12% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,500 | $324.0K | 0.00% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 6,500 | $324.0K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,501 | $324.1K | 0.01% | −986−13.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,525 | $325.0K | 0.03% | +6,525 | New |
| Global Retirement Partners, LLC | 6,566 | $327.3K | 0.02% | +976+17.5% | Added |
| Kapstone Financial Advisors LLC | 5,788 | $327.8K | 0.30% | +5,788 | New |
| SeaCrest Wealth Management, LLC | 6,666 | $332.3K | 0.05% | −341−4.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,667 | $332.4K | 0.02% | −1,269−16.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,683 | $333.0K | 0.02% | +6,683 | New |
| J.W. Cole Advisors, Inc. | 6,697 | $333.9K | 0.03% | +72+1.1% | Added |
| Wolverine Trading, LLC | 6,770 | $337.0K | 0.01% | −21,035−75.7% | Reduced |
| Kingsview Wealth Management, LLC | 6,860 | $342.0K | 0.01% | +1,438+26.5% | Added |
| Vestcor Inc | 6,894 | $344.0K | 0.01% | +50+0.7% | Added |
| Sheets Smith Wealth Management | 6,905 | $344.2K | 0.05% | −675−8.9% | Reduced |
| Ullmann Financial Group, Inc. | 6,908 | $344.4K | 0.08% | +95+1.4% | Added |
| Investors Research Corp | 6,954 | $346.7K | 0.09% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,961 | $347.5K | 0.00% | +465+7.2% | Added |
| Capital International Inc | 7,003 | $349.1K | 0.01% | +7,003 | New |
| Gerber Kawasaki Wealth & Investment Management | 7,031 | $350.5K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,034 | $350.6K | 0.03% | +7,034 | New |
| SFG Wealth Management, LLC. | 7,055 | $351.7K | 0.43% | −997−12.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,145 | $356.2K | 0.05% | +745+11.6% | Added |
| Augustine Asset Management Inc | 7,159 | $356.9K | 0.20% | −97−1.3% | Reduced |
| Coldstream Capital Management Inc | 7,192 | $358.5K | 0.01% | +7,192 | New |
| Fiduciary Group LLC | 7,250 | $361.4K | 0.05% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,254 | $361.6K | 0.01% | +325+4.7% | Added |
| TBH Global Asset Management, LLC | 7,267 | $362.3K | 0.09% | +13+0.2% | Added |
| Sculati Wealth Management, LLC | 7,346 | $366.0K | 0.21% | −12,055−62.1% | Reduced |
| Wealthcare Advisory Partners LLC | 7,381 | $367.9K | 0.02% | −2,548−25.7% | Reduced |
| Greenleaf Trust | 7,456 | $372.0K | 0.00% | +742+11.1% | Added |
| Ameliora Wealth Management Ltd. | 7,600 | $378.9K | 0.20% | −4,500−37.2% | Reduced |
| Integrated Advisors Network LLC | 7,603 | $379.0K | 0.02% | +684+9.9% | Added |
| Raymond James Trust N.A. | 7,590 | $379.0K | 0.01% | +61+0.8% | Added |
| M Holdings Securities, Inc. | 7,840 | $391.0K | 0.04% | +18+0.2% | Added |
| Brown Advisory Inc | 7,875 | $392.6K | 0.00% | +1,043+15.3% | Added |
| Cardinal Point Capital Management, ULC | 7,800 | $393.7K | 0.14% | +7,800 | New |
| Wetherby Asset Management Inc | 7,919 | $394.8K | 0.03% | −3,751−32.1% | Reduced |
| Glenmede Trust Co NA | 7,941 | $395.9K | 0.00% | +1,559+24.4% | Added |
| One Charles Private Wealth Services, LLC | 7,983 | $398.0K | 0.26% | +1,898+31.2% | Added |
| Thompson Davis & Co., Inc. | 8,000 | $398.8K | 0.57% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 8,167 | $407.1K | 0.16% | −2,681−24.7% | Reduced |
| Atlas Capital Advisors LLC | 8,171 | $407.3K | 0.07% | −962−10.5% | Reduced |
| IHT Wealth Management, LLC | 8,220 | $409.8K | 0.03% | +1,189+16.9% | Added |
| Atwood & Palmer Inc | 8,250 | $411.3K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 8,279 | $412.7K | 0.01% | +1,173+16.5% | Added |
| Private Advisor Group, LLC | 86,761 | $416.6K | 0.02% | +11,457+15.2% | Added |