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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 8,373 | $417.4K | 0.07% | −343−3.9% | Reduced |
| Community Bank of Raymore | 8,390 | $418.2K | 0.15% | +8,390 | New |
| NorthCrest Asset Manangement, LLC | 8,412 | $419.3K | 0.02% | −27,321−76.5% | Reduced |
| Everence Capital Management Inc | 8,670 | $432.0K | 0.04% | +8,670 | New |
| Naviter Wealth, LLC | 8,404 | $438.3K | 0.12% | +1,251+17.5% | Added |
| Scotia Capital Inc. | 8,790 | $438.3K | 0.00% | +1,300+17.4% | Added |
| Heartland Bank & Trust Co | 8,819 | $439.6K | 0.32% | −515−5.5% | Reduced |
| Verus Capital Partners, LLC | 8,948 | $446.1K | 0.08% | −19−0.2% | Reduced |
| Acadian Asset Management LLC | 8,967 | $447.0K | 0.00% | −31,861−78.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,996 | $448.5K | 0.01% | −809−8.3% | Reduced |
| H&H Retirement Design & Management INC | 8,524 | $448.6K | 0.38% | +99+1.2% | Added |
| Aspire Private Capital, LLC | 9,106 | $453.9K | 0.16% | +217+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,111 | $454.2K | 0.01% | −1,685−15.6% | Reduced |
| Herold Advisors, Inc. | 9,150 | $456.1K | 0.19% | 00.0% | Unchanged |
| Virtu Financial LLC | 9,244 | $461.0K | 0.06% | +9,244 | New |
| TownSquare Capital, LLC | 9,350 | $466.1K | 0.01% | +9,350 | New |
| Morse Asset Management, Inc | 9,370 | $467.0K | 0.17% | +120+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 9,412 | $469.2K | 0.01% | −370−3.8% | Reduced |
| Armor Investment Advisors, LLC | 9,564 | $476.8K | 0.29% | −1,154−10.8% | Reduced |
| Wedbush Securities Inc | 9,602 | $479.0K | 0.03% | +14+0.1% | Added |
| Merit Financial Group, LLC | 9,643 | $480.7K | 0.02% | +339+3.6% | Added |
| Demars Financial Group, LLC | 9,681 | $482.6K | 0.27% | −324−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 9,794 | $488.2K | 0.05% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 9,815 | $489.0K | 0.02% | −156−1.6% | Reduced |
| Colonial River Wealth Management, LLC | 9,839 | $490.5K | 0.31% | +313+3.3% | Added |
| Metis Global Partners, LLC | 9,874 | $492.2K | 0.04% | +9,874 | New |
| Cerity Partners LLC | 9,892 | $493.3K | 0.00% | −937−8.7% | Reduced |
| Lazard Asset Management LLC | 10,006 | $498.0K | 0.00% | +83+0.8% | Added |
| Montag A & Associates Inc | 9,894 | $499.3K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 10,020 | $499.5K | 0.42% | +10,020 | New |
| Plimoth Trust Co LLC | 10,078 | $502.0K | 0.16% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 10,205 | $508.0K | 0.01% | −241−2.3% | Reduced |
| Proequities, Inc. | 10,076 | $508.5K | 0.04% | −910−8.3% | Reduced |
| Clear Street Markets LLC | 10,221 | $510.0K | 0.10% | +2,021+24.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $510.5K | 0.01% | +4,589+81.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,417 | $519.0K | 0.04% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 10,565 | $526.7K | 0.08% | +30.0% | Added |
| Independent Financial Group, LLC | 10,576 | $527.2K | 0.05% | −431−3.9% | Reduced |
| United Services Automobile Association | 10,601 | $528.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,612 | $529.0K | 0.24% | +892+9.2% | Added |
| Pearl River Capital, LLC | 10,635 | $530.2K | 0.09% | +190+1.8% | Added |
| Panagora Asset Management Inc | 10,650 | $530.9K | 0.00% | −4,737−30.8% | Reduced |
| Coastal Investment Advisors, Inc. | 10,766 | $536.7K | 0.13% | +378+3.6% | Added |
| Tower Research Capital LLC (TRC) | 10,841 | $540.0K | 0.02% | −3,367−23.7% | Reduced |
| Atlantic Private Wealth, LLC | 10,852 | $541.0K | 0.58% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,900 | $542.0K | 0.13% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,997 | $548.0K | 0.01% | +1,132+11.5% | Added |
| Moody Lynn & Lieberson, LLC | 11,060 | $551.0K | 0.05% | −212−1.9% | Reduced |
| Pegasus Asset Management, Inc. | 11,060 | $551.3K | 0.30% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 11,064 | $551.6K | 0.23% | +3,508+46.4% | Added |
| Bailard, Inc. | 11,116 | $554.1K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 11,128 | $554.7K | 0.26% | −218−1.9% | Reduced |
| Strategic Investment Advisors | 11,352 | $565.9K | 0.12% | −548−4.6% | Reduced |
| Bank of the West | 11,374 | $567.0K | 0.07% | +34+0.3% | Added |
| American Institute for Advanced Investment Management, LLP | 11,405 | $568.5K | 0.52% | +850+8.1% | Added |
| Tudor Investment Corp Et Al | 11,442 | $570.0K | 0.01% | +279+2.5% | Added |
| Wellington Shields & Co., LLC | 11,483 | $572.4K | 0.13% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 11,496 | $573.1K | 0.07% | 00.0% | Unchanged |
| Delta Capital Management LLC | 11,510 | $574.0K | 0.42% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,534 | $575.0K | 0.04% | +282+2.5% | Added |
| Jane Street Group, LLC | 11,647 | $580.6K | 0.00% | −82,130−87.6% | Reduced |
| Assenagon Asset Management S.A. | 11,671 | $582.0K | 0.00% | +1,504+14.8% | Added |
| Retirement Planning Co of New England, Inc. | 11,756 | $586.0K | 0.38% | −129−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 11,897 | $593.1K | 0.04% | +172+1.5% | Added |
| E. Ohman J:or Asset Management AB | 11,953 | $595.9K | 0.03% | 00.0% | Unchanged |
| Mathes Company, Inc. | 11,950 | $596.0K | 0.30% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 11,965 | $596.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12,000 | $598.2K | 0.23% | 00.0% | Unchanged |
| HM Payson & Co | 12,264 | $611.3K | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,310 | $621.3K | 0.05% | +197+1.6% | Added |
| Teamwork Financial Advisors, LLC | 12,673 | $631.8K | 0.13% | +4,583+56.7% | Added |
| DoubleLine ETF Adviser LP | 12,908 | $643.5K | 0.33% | +12,908 | New |
| Kinneret Advisory, LLC | 12,765 | $644.4K | 0.09% | −14,100−52.5% | Reduced |
| Accuvest Global Advisors | 12,946 | $645.0K | 0.21% | +6,473+100.0% | Added |
| Prudent Man Advisors, LLC | 13,053 | $651.0K | 0.26% | +265+2.1% | Added |
| Princeton Capital Management LLC | 13,084 | $652.2K | 0.29% | −650−4.7% | Reduced |
| KBC Group NV | 13,083 | $653.0K | 0.00% | +10+0.1% | Added |
| Contravisory Investment Management, Inc. | 13,177 | $656.9K | 0.18% | +1,778+15.6% | Added |
| Csenge Advisory Group | 13,354 | $665.7K | 0.05% | +4,825+56.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,673 | $681.6K | 0.18% | −392−2.8% | Reduced |
| New Mexico Educational Retirement Board | 13,840 | $690.0K | 0.04% | −1,000−6.7% | Reduced |
| Widmann Financial Services, Inc. | 13,859 | $690.9K | 0.72% | +305+2.3% | Added |
| Abbot Financial Management, Inc. | 14,050 | $700.4K | 0.48% | −1,800−11.4% | Reduced |
| TFG Advisers LLC | 14,110 | $703.4K | 0.36% | +2,793+24.7% | Added |
| Advisor Partners II, LLC | 14,119 | $703.8K | 0.04% | −49−0.3% | Reduced |
| Cresset Asset Management, LLC | 15,806 | $704.2K | 0.01% | −1,832−10.4% | Reduced |
| Transatlantique Private Wealth LLC | 14,384 | $717.1K | 0.43% | +142+1.0% | Added |
| Sigma Planning Corp | 14,391 | $717.4K | 0.03% | +2,324+19.3% | Added |
| Level Four Advisory Services, LLC | 14,815 | $738.5K | 0.05% | +14,815 | New |
| Beacon Financial Advisory LLC | 14,930 | $744.3K | 0.53% | −661−4.2% | Reduced |
| Los Angeles Capital Management LLC | 15,007 | $748.1K | 0.00% | −3,234−17.7% | Reduced |
| Pathstone Family Office, LLC | 22,397 | $749.0K | 0.02% | +7,708+52.5% | Added |
| Voloridge Investment Management, LLC | 15,051 | $750.3K | 0.00% | +15,051 | New |
| Schroder Investment Management Group | 15,346 | $765.0K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 15,384 | $766.9K | 0.03% | +15,384 | New |
| Hennion & Walsh Asset Management, Inc. | 15,385 | $767.0K | 0.05% | +9,182+148.0% | Added |
| Prudential PLC | 15,430 | $769.2K | 0.01% | +7,040+83.9% | Added |
| Columbia Asset Management | 15,552 | $775.0K | 0.19% | −6,011−27.9% | Reduced |
| Capital Investment Advisory Services, LLC | 15,591 | $777.2K | 0.09% | +177+1.1% | Added |
| Measured Wealth Private Client Group, LLC | 15,664 | $780.9K | 0.32% | −1,473−8.6% | Reduced |