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 |
|---|---|---|---|---|---|
| EP Wealth Advisors, LLC | 15,771 | $786.2K | 0.01% | −7,384−31.9% | Reduced |
| Clearstead Advisors, LLC | 15,833 | $789.3K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 15,913 | $793.3K | 0.01% | +280+1.8% | Added |
| First National Trust Co | 16,057 | $800.4K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 16,312 | $813.0K | 0.18% | +3,108+23.5% | Added |
| Heritage Trust Co | 16,496 | $822.3K | 0.13% | +16,496 | New |
| Royal Fund Management, LLC | 16,559 | $825.4K | 0.14% | +872+5.6% | Added |
| Hilltop Holdings Inc. | 16,649 | $829.9K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 16,854 | $840.0K | 0.09% | +781+4.9% | Added |
| Advisory Research Inc | 16,901 | $842.5K | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 16,923 | $844.0K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 17,075 | $851.0K | 0.03% | −60−0.4% | Reduced |
| Ahrens Investment Partners LLC | 17,252 | $860.0K | 0.39% | +1,941+12.7% | Added |
| Tyler-Stone Wealth Management | 17,275 | $861.0K | 0.59% | +350+2.1% | Added |
| Coppell Advisory Solutions LLC | 17,409 | $867.9K | 0.31% | +17,409 | New |
| Coppell Advisory Solutions Corp. | 17,409 | $867.9K | 0.31% | +17,409 | New |
| Toroso Investments, LLC | 17,635 | $879.0K | 0.03% | +1,468+9.1% | Added |
| Strait & Sound Wealth Management LLC | 17,305 | $905.4K | 0.99% | +17,305 | New |
| Lincoln National Corp | 18,331 | $913.8K | 0.02% | +5,984+48.5% | Added |
| Roman Butler Fullerton & Co | 17,522 | $916.8K | 0.47% | −452−2.5% | Reduced |
| Pathway Financial Advisers, LLC | 18,454 | $920.0K | 0.37% | +18,454 | New |
| Louisiana State Employees Retirement System | 18,800 | $937.0K | 0.03% | +200+1.1% | Added |
| Sawtooth Solutions, LLC | 18,941 | $944.2K | 0.13% | −2,026−9.7% | Reduced |
| Fagan Associates, Inc. | 19,073 | $950.8K | 0.25% | +81+0.4% | Added |
| Foster & Motley Inc | 19,073 | $951.0K | 0.08% | +5,619+41.8% | Added |
| TrimTabs Asset Management, LLC | 19,093 | $951.8K | 0.62% | −429−2.2% | Reduced |
| Lavaca Capital LLC | 19,230 | $962.8K | 0.38% | −63−0.3% | Reduced |
| Eqis Capital Management, Inc. | 19,505 | $972.3K | 0.11% | −8,580−30.6% | Reduced |
| Commerce Bank | 19,614 | $977.8K | 0.01% | −237,465−92.4% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $982.1K | 0.11% | 00.0% | Unchanged |
| Nordea Investment Management AB | 19,767 | $985.8K | 0.00% | +1,435+7.8% | Added |
| Creative Planning | 19,838 | $988.9K | 0.00% | +2,397+13.7% | Added |
| Terra Nova Asset Management LLC | 20,059 | $1.00M | 1.05% | +1,994+11.0% | Added |
| Hudson Portfolio Management LLC | 20,341 | $1.01M | 1.12% | −285−1.4% | Reduced |
| Duality Advisers, LP | 20,385 | $1.02M | 0.12% | +5,028+32.7% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $1.02M | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 20,669 | $1.03M | 0.01% | +203+1.0% | Added |
| Rational Advisors LLC | 20,675 | $1.03M | 0.09% | +10,709+107.5% | Added |
| Invst, LLC | 18,912 | $1.03M | 0.16% | −140−0.7% | Reduced |
| Trust Investment Advisors | 20,909 | $1.04M | 0.98% | −318−1.5% | Reduced |
| Bank of Nova Scotia | 20,960 | $1.04M | 0.00% | −5,930−22.1% | Reduced |
| Achmea Investment Management B.V. | 22,949 | $1.07M | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 21,525 | $1.07M | 0.01% | +21,525 | New |
| Qube Research & Technologies Ltd | 21,547 | $1.07M | 0.01% | +21,547 | New |
| Future Financial Wealth Managment LLC | 21,809 | $1.09M | 1.24% | −193−0.9% | Reduced |
| Lockheed Martin Investment Management Co | 21,878 | $1.09M | 0.07% | +2,400+12.3% | Added |
| Ingalls & Snyder LLC | 21,988 | $1.10M | 0.06% | 00.0% | Unchanged |
| Fiduciary Trust Co | 22,129 | $1.10M | 0.02% | +170+0.8% | Added |
| Davenport & Co LLC | 22,214 | $1.11M | 0.01% | +500+2.3% | Added |
| Hartford Investment Management Co | 22,384 | $1.12M | 0.03% | −23,446−51.2% | Reduced |
| Elo Mutual Pension Insurance Co | 22,487 | $1.12M | 0.04% | +773+3.6% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.12M | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 22,500 | $1.12M | 0.25% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,695 | $1.13M | 0.03% | +22,695 | New |
| Nicholas Investment Partners, LP | 22,696 | $1.13M | 0.10% | 00.0% | Unchanged |
| Alps Advisors Inc | 22,756 | $1.13M | 0.01% | −14,427−38.8% | Reduced |
| Herbst Group, LLC | 22,800 | $1.14M | 0.92% | −2,500−9.9% | Reduced |
| Kentucky Retirement Systems | 22,854 | $1.14M | 0.04% | +100+0.4% | Added |
| Reik & Co., LLC | 22,980 | $1.15M | 0.33% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 23,417 | $1.17M | 1.06% | −465−1.9% | Reduced |
| JustInvest LLC | 23,466 | $1.17M | 0.05% | −485−2.0% | Reduced |
| Apollon Wealth Management, LLC | 23,495 | $1.17M | 0.08% | +18,169+341.1% | Added |
| GWM Advisors LLC | 30,283 | $1.18M | 0.03% | +7,481+32.8% | Added |
| International Assets Investment Management, LLC | 23,832 | $1.19M | 0.12% | +23,832 | New |
| Oregon Public Employees Retirement Fund | 23,984 | $1.20M | 0.02% | −29,546−55.2% | Reduced |
| Securian Asset Management, Inc | 24,110 | $1.20M | 0.03% | +50.0% | Added |
| Monument Capital Management | 24,514 | $1.22M | 0.42% | −274−1.1% | Reduced |
| Balyasny Asset Management LLC | 24,593 | $1.23M | 0.00% | +24,593 | New |
| National Bank of Canada | 24,639 | $1.23M | 0.00% | +7,463+43.5% | Added |
| Cascade Investment Group, Inc. | 24,728 | $1.23M | 1.28% | +24,728 | New |
| MSH Capital Advisors LLC | 24,748 | $1.23M | 0.56% | +19,458+367.8% | Added |
| Moody National Bank Trust Division | 24,792 | $1.24M | 0.11% | +14+0.1% | Added |
| Gables Capital Management Inc. | 24,860 | $1.24M | 0.90% | −400−1.6% | Reduced |
| Wambolt & Associates, LLC | 25,143 | $1.25M | 0.48% | +737+3.0% | Added |
| Caption Management, LLC | 25,180 | $1.26M | 0.21% | −3,500−12.2% | Reduced |
| Advisory Services Network, LLC | 25,318 | $1.26M | 0.04% | −410−1.6% | Reduced |
| Boenning & Scattergood, Inc. | 22,800 | $1.26M | 0.20% | +600+2.7% | Added |
| Ancora Advisors, LLC | 25,374 | $1.26M | 0.04% | −259−1.0% | Reduced |
| Metropolitan Life Insurance Co | 25,383 | $1.27M | 0.06% | −588−2.3% | Reduced |
| Pensionfund Sabic | 25,500 | $1.27M | 0.41% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 25,531 | $1.27M | 0.00% | +1,664+7.0% | Added |
| British Columbia Investment Management Corp | 25,578 | $1.28M | 0.01% | −3,159−11.0% | Reduced |
| Corrado Advisors, LLC | 25,583 | $1.28M | 0.89% | +603+2.4% | Added |
| Delphi Management Inc | 25,664 | $1.28M | 1.55% | +25,664 | New |
| KCM Investment Advisors LLC | 26,141 | $1.30M | 0.06% | −75−0.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,240 | $1.31M | 0.06% | −650−2.4% | Reduced |
| Rafferty Asset Management, LLC | 26,525 | $1.32M | 0.01% | +9,263+53.7% | Added |
| Teachers Retirement System of the State of Kentucky | 26,637 | $1.33M | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 26,659 | $1.33M | 0.42% | +576+2.2% | Added |
| Kavar Capital Partners Group, LLC | 26,738 | $1.33M | 0.31% | −2,735−9.3% | Reduced |
| Sippican Capital Advisors | 26,877 | $1.34M | 1.28% | −220−0.8% | Reduced |
| AQR Capital Management LLC | 26,942 | $1.34M | 0.00% | −3,405−11.2% | Reduced |
| Twelve Points Wealth Management LLC | 27,060 | $1.35M | 0.92% | +1,167+4.5% | Added |
| CI Private Wealth, LLC | 27,264 | $1.36M | 0.00% | +27,264 | New |
| Cetera Advisors LLC | 27,360 | $1.36M | 0.02% | −21,561−44.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,508 | $1.37M | 0.02% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 27,705 | $1.38M | 0.39% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 27,801 | $1.39M | 0.01% | +27,801 | New |
| US Bancorp | 27,865 | $1.39M | 0.00% | −283−1.0% | Reduced |
| Seeyond | 28,225 | $1.41M | 0.14% | +7,005+33.0% | Added |