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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 25,429 | $1.41M | 0.07% | −1,854−6.8% | Reduced |
| APG Asset Management N.V. | 28,375 | $1.41M | 0.00% | +16,970+148.8% | Added |
| Vident Investment Advisory, LLC | 28,416 | $1.42M | 0.05% | −1,086−3.7% | Reduced |
| Venture Visionary Partners LLC | 28,598 | $1.43M | 0.10% | −667−2.3% | Reduced |
| Norinchukin Bank, The | 29,052 | $1.45M | 0.03% | −2,553−8.1% | Reduced |
| CoreCap Advisors, LLC | 29,346 | $1.46M | 0.10% | +29,346 | New |
| Capital Investment Advisors, LLC | 29,374 | $1.46M | 0.04% | +1,606+5.8% | Added |
| Globeflex Capital L P | 30,253 | $1.51M | 0.19% | −14,467−32.4% | Reduced |
| Green Alpha Advisors, LLC | 30,918 | $1.54M | 1.28% | +2,918+10.4% | Added |
| Soltis Investment Advisors LLC | 30,922 | $1.54M | 0.20% | +5,846+23.3% | Added |
| DuPont Capital Management Corp | 31,458 | $1.57M | 0.07% | −10,127−24.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 31,489 | $1.57M | 0.56% | −267−0.8% | Reduced |
| Simplex Trading, LLC | 31,638 | $1.58M | 0.08% | +31,638 | New |
| Childress Capital Advisors, LLC | 31,788 | $1.58M | 0.53% | +44+0.1% | Added |
| Stock Yards Bank & Trust Co | 31,990 | $1.59M | 0.06% | +500+1.6% | Added |
| CoreFirst Bank & Trust | 32,000 | $1.60M | 1.21% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 32,835 | $1.64M | 0.18% | +9,626+41.5% | Added |
| Holderness Investments Co | 32,868 | $1.64M | 0.71% | −252−0.8% | Reduced |
| Pacitti Group Inc. | 33,242 | $1.66M | 1.30% | +84+0.3% | Added |
| Ziegler Capital Management, LLC | 32,976 | $1.66M | 0.07% | −2,378−6.7% | Reduced |
| Cipher Capital LP | 33,607 | $1.68M | 0.32% | +33,607 | New |
| Czech National Bank | 34,045 | $1.70M | 0.05% | +270+0.8% | Added |
| Mariner, LLC | 34,291 | $1.71M | 0.01% | +11,975+53.7% | Added |
| Madison Asset Management, LLC | 34,871 | $1.74M | 0.03% | −728−2.0% | Reduced |
| Millennium Management LLC | 34,927 | $1.74M | 0.00% | −267,809−88.5% | Reduced |
| Ethic Inc. | 35,180 | $1.75M | 0.09% | +8,600+32.4% | Added |
| Cyndeo Wealth Partners, LLC | 35,255 | $1.76M | 0.21% | +35,255 | New |
| Two Sigma Investments, LP | 35,656 | $1.78M | 0.01% | +21,000+143.3% | Added |
| Boston Private Wealth LLC | 36,363 | $1.81M | 0.02% | +4,262+13.3% | Added |
| Virginia Retirement Systems Et Al | 36,700 | $1.83M | 0.02% | +20,900+132.3% | Added |
| Public Employees Retirement Association of Colorado | 36,897 | $1.84M | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 37,185 | $1.85M | 0.04% | +12,010+47.7% | Added |
| Candriam Luxembourg S.C.A. | 37,416 | $1.87M | 0.01% | −4,304−10.3% | Reduced |
| Janus Henderson Group PLC | 38,179 | $1.90M | 0.00% | −30.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 40,141 | $2.00M | 0.09% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 40,316 | $2.01M | 0.72% | +122+0.3% | Added |
| Disciplined Equity Management, Inc. | 40,715 | $2.03M | 1.80% | 00.0% | Unchanged |
| Texas Permanent School Fund | 41,305 | $2.06M | 0.03% | +175+0.4% | Added |
| CIBC Asset Management Inc | 41,514 | $2.07M | 0.01% | +3,066+8.0% | Added |
| Mutual of America Capital Management LLC | 41,529 | $2.07M | 0.03% | +1,281+3.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,444 | $2.12M | 0.01% | −8,454−16.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 43,505 | $2.17M | 0.00% | +3,715+9.3% | Added |
| RB Capital Management, LLC | 43,579 | $2.17M | 0.79% | +366+0.8% | Added |
| The PNC Financial Services Group, Inc. | 43,658 | $2.18M | 0.00% | −2,105−4.6% | Reduced |
| Gulf International Bank (UK) Ltd | 45,064 | $2.25M | 0.04% | 00.0% | Unchanged |
| DnB Asset Management AS | 45,089 | $2.25M | 0.02% | −2,043−4.3% | Reduced |
| Shell Asset Management Co | 45,702 | $2.28M | 0.10% | +5,020+12.3% | Added |
| D.A. Davidson & Co. | 45,639 | $2.28M | 0.03% | −1,428−3.0% | Reduced |
| Madden Securities Corp | 45,934 | $2.29M | 1.21% | −1,821−3.8% | Reduced |
| De Burlo Group Inc | 47,000 | $2.34M | 0.52% | +13,400+39.9% | Added |
| IFM Investors Pty Ltd | 47,108 | $2.35M | 0.04% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 47,138 | $2.35M | 0.03% | −24,223−33.9% | Reduced |
| Atria Wealth Solutions, Inc. | 48,001 | $2.42M | 0.04% | −392−0.8% | Reduced |
| Independent Advisor Alliance | 48,686 | $2.43M | 0.30% | +877+1.8% | Added |
| Gotham Asset Management, LLC | 48,989 | $2.44M | 0.07% | +9,216+23.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,141 | $2.45M | 0.02% | +6,623+15.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,387 | $2.51M | 0.02% | +3,176+6.7% | Added |
| Utah Retirement Systems | 51,114 | $2.55M | 0.04% | −500−1.0% | Reduced |
| Ergoteles LLC | 51,271 | $2.56M | 0.09% | −42,225−45.2% | Reduced |
| Railway Pension Investments Ltd | 51,300 | $2.56M | 0.03% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 51,361 | $2.56M | 0.04% | +1,200+2.4% | Added |
| Werlinich Asset Management, LLC | 52,390 | $2.61M | 2.42% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 54,792 | $2.73M | 0.04% | +1,257+2.3% | Added |
| Cubist Systematic Strategies, LLC | 54,819 | $2.73M | 0.02% | −23,149−29.7% | Reduced |
| Pensionfund DSM Netherlands | 55,000 | $2.74M | 1.91% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 55,632 | $2.77M | 0.98% | +27,256+96.1% | Added |
| AE Wealth Management LLC | 56,101 | $2.80M | 0.02% | +5,830+11.6% | Added |
| Franklin Resources Inc | 56,184 | $2.80M | 0.00% | −491−0.9% | Reduced |
| Tectonic Advisors LLC | 57,273 | $2.86M | 0.44% | +11,650+25.5% | Added |
| Thrivent Financial for Lutherans | 57,523 | $2.87M | 0.01% | −1,181−2.0% | Reduced |
| HNP Capital LLC | 58,061 | $2.89M | 0.81% | +1,011+1.8% | Added |
| Xponance, Inc. | 58,069 | $2.89M | 0.05% | +6,336+12.2% | Added |
| Tredje AP-fonden | 58,764 | $2.93M | 0.05% | +1,539+2.7% | Added |
| Walleye Trading LLC | 58,811 | $2.93M | 0.07% | +58,811 | New |
| Mercer Global Advisors Inc | 59,197 | $2.95M | 0.01% | +8,890+17.7% | Added |
| Baird Financial Group, Inc. | 59,367 | $2.96M | 0.01% | +12,027+25.4% | Added |
| Catalyst Capital Advisors LLC | 60,100 | $3.00M | 0.10% | −1,600−2.6% | Reduced |
| Bramshill Investments, LLC | 60,726 | $3.03M | 0.36% | +10,155+20.1% | Added |
| CIBC World Markets Inc. | 61,763 | $3.08M | 0.01% | +8,765+16.5% | Added |
| Vectors Research Management, LLC | 62,488 | $3.12M | 0.81% | +2,450+4.1% | Added |
| Nissay Asset Management Corp | 62,754 | $3.13M | 0.03% | −939−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,476 | $3.16M | 0.06% | +1,953+3.2% | Added |
| American Trust Investment Advisors, LLC | 64,051 | $3.19M | 2.03% | +255+0.4% | Added |
| Truvestments Capital LLC | 64,254 | $3.20M | 1.81% | −12,518−16.3% | Reduced |
| HighTower Advisors, LLC | 64,507 | $3.21M | 0.01% | −4,992−7.2% | Reduced |
| Peapack Gladstone Financial Corp | 64,938 | $3.24M | 0.06% | −952−1.4% | Reduced |
| Nepsis, Inc. | 65,258 | $3.25M | 1.09% | +741+1.1% | Added |
| Vert Asset Management LLC | 65,669 | $3.27M | 2.91% | +2,565+4.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 66,884 | $3.33M | 0.05% | −25,300−27.4% | Reduced |
| Public Sector Pension Investment Board | 67,216 | $3.35M | 0.03% | +13,867+26.0% | Added |
| Oliver Luxxe Assets LLC | 67,233 | $3.35M | 0.93% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 67,427 | $3.36M | 0.63% | +7,005+11.6% | Added |
| National Asset Management, Inc. | 66,854 | $3.37M | 0.09% | −6,240−8.5% | Reduced |
| Nia Impact Advisors, LLC | 68,518 | $3.42M | 1.98% | +68,518 | New |
| Wealthfront Advisers LLC | 69,814 | $3.48M | 0.02% | −2,569−3.5% | Reduced |
| Cetera Investment Advisers | 71,758 | $3.58M | 0.03% | +36,254+102.1% | Added |
| ProShare Advisors LLC | 71,932 | $3.59M | 0.01% | +1,750+2.5% | Added |
| Comerica Bank | 69,244 | $3.62M | 0.03% | −473−0.7% | Reduced |
| Advisors Asset Management, Inc. | 72,720 | $3.63M | 0.07% | +16,892+30.3% | Added |
| Truist Financial Corp | 74,799 | $3.73M | 0.01% | −23,278−23.7% | Reduced |