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 6 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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,476 | $3.16M | 0.06% | +1,953+3.2% | Added |
| Nissay Asset Management Corp | 62,754 | $3.13M | 0.03% | −939−1.5% | Reduced |
| Vectors Research Management, LLC | 62,488 | $3.12M | 0.81% | +2,450+4.1% | Added |
| CIBC World Markets Inc. | 61,763 | $3.08M | 0.01% | +8,765+16.5% | Added |
| Bramshill Investments, LLC | 60,726 | $3.03M | 0.36% | +10,155+20.1% | Added |
| Catalyst Capital Advisors LLC | 60,100 | $3.00M | 0.10% | −1,600−2.6% | Reduced |
| Baird Financial Group, Inc. | 59,367 | $2.96M | 0.01% | +12,027+25.4% | Added |
| Mercer Global Advisors Inc | 59,197 | $2.95M | 0.01% | +8,890+17.7% | Added |
| Walleye Trading LLC | 58,811 | $2.93M | 0.07% | +58,811 | New |
| Tredje AP-fonden | 58,764 | $2.93M | 0.05% | +1,539+2.7% | Added |
| Xponance, Inc. | 58,069 | $2.89M | 0.05% | +6,336+12.2% | Added |
| HNP Capital LLC | 58,061 | $2.89M | 0.81% | +1,011+1.8% | Added |
| Thrivent Financial for Lutherans | 57,523 | $2.87M | 0.01% | −1,181−2.0% | Reduced |
| Tectonic Advisors LLC | 57,273 | $2.86M | 0.44% | +11,650+25.5% | Added |
| Franklin Resources Inc | 56,184 | $2.80M | 0.00% | −491−0.9% | Reduced |
| AE Wealth Management LLC | 56,101 | $2.80M | 0.02% | +5,830+11.6% | Added |
| Donoghue Forlines LLC | 55,632 | $2.77M | 0.98% | +27,256+96.1% | Added |
| Pensionfund DSM Netherlands | 55,000 | $2.74M | 1.91% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 54,819 | $2.73M | 0.02% | −23,149−29.7% | Reduced |
| Yousif Capital Management, LLC | 54,792 | $2.73M | 0.04% | +1,257+2.3% | Added |
| Werlinich Asset Management, LLC | 52,390 | $2.61M | 2.42% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 51,361 | $2.56M | 0.04% | +1,200+2.4% | Added |
| Railway Pension Investments Ltd | 51,300 | $2.56M | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 51,271 | $2.56M | 0.09% | −42,225−45.2% | Reduced |
| Utah Retirement Systems | 51,114 | $2.55M | 0.04% | −500−1.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 50,387 | $2.51M | 0.02% | +3,176+6.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,141 | $2.45M | 0.02% | +6,623+15.6% | Added |
| Gotham Asset Management, LLC | 48,989 | $2.44M | 0.07% | +9,216+23.2% | Added |
| Independent Advisor Alliance | 48,686 | $2.43M | 0.30% | +877+1.8% | Added |
| Atria Wealth Solutions, Inc. | 48,001 | $2.42M | 0.04% | −392−0.8% | Reduced |
| New York Life Investment Management LLC | 47,138 | $2.35M | 0.03% | −24,223−33.9% | Reduced |
| IFM Investors Pty Ltd | 47,108 | $2.35M | 0.04% | 00.0% | Unchanged |
| De Burlo Group Inc | 47,000 | $2.34M | 0.52% | +13,400+39.9% | Added |
| Madden Securities Corp | 45,934 | $2.29M | 1.21% | −1,821−3.8% | Reduced |
| D.A. Davidson & Co. | 45,639 | $2.28M | 0.03% | −1,428−3.0% | Reduced |
| Shell Asset Management Co | 45,702 | $2.28M | 0.10% | +5,020+12.3% | Added |
| DnB Asset Management AS | 45,089 | $2.25M | 0.02% | −2,043−4.3% | Reduced |
| Gulf International Bank (UK) Ltd | 45,064 | $2.25M | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 43,658 | $2.18M | 0.00% | −2,105−4.6% | Reduced |
| RB Capital Management, LLC | 43,579 | $2.17M | 0.79% | +366+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 43,505 | $2.17M | 0.00% | +3,715+9.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,444 | $2.12M | 0.01% | −8,454−16.6% | Reduced |
| Mutual of America Capital Management LLC | 41,529 | $2.07M | 0.03% | +1,281+3.2% | Added |
| CIBC Asset Management Inc | 41,514 | $2.07M | 0.01% | +3,066+8.0% | Added |
| Texas Permanent School Fund | 41,305 | $2.06M | 0.03% | +175+0.4% | Added |
| Disciplined Equity Management, Inc. | 40,715 | $2.03M | 1.80% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 40,316 | $2.01M | 0.72% | +122+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 40,141 | $2.00M | 0.09% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 38,179 | $1.90M | 0.00% | −30.0% | Reduced |
| Candriam Luxembourg S.C.A. | 37,416 | $1.87M | 0.01% | −4,304−10.3% | Reduced |
| LMR Partners LLP | 37,185 | $1.85M | 0.04% | +12,010+47.7% | Added |
| Public Employees Retirement Association of Colorado | 36,897 | $1.84M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 36,700 | $1.83M | 0.02% | +20,900+132.3% | Added |
| Boston Private Wealth LLC | 36,363 | $1.81M | 0.02% | +4,262+13.3% | Added |
| Two Sigma Investments, LP | 35,656 | $1.78M | 0.01% | +21,000+143.3% | Added |
| Cyndeo Wealth Partners, LLC | 35,255 | $1.76M | 0.21% | +35,255 | New |
| Ethic Inc. | 35,180 | $1.75M | 0.09% | +8,600+32.4% | Added |
| Millennium Management LLC | 34,927 | $1.74M | 0.00% | −267,809−88.5% | Reduced |
| Madison Asset Management, LLC | 34,871 | $1.74M | 0.03% | −728−2.0% | Reduced |
| Mariner, LLC | 34,291 | $1.71M | 0.01% | +11,975+53.7% | Added |
| Czech National Bank | 34,045 | $1.70M | 0.05% | +270+0.8% | Added |
| Cipher Capital LP | 33,607 | $1.68M | 0.32% | +33,607 | New |
| Ziegler Capital Management, LLC | 32,976 | $1.66M | 0.07% | −2,378−6.7% | Reduced |
| Pacitti Group Inc. | 33,242 | $1.66M | 1.30% | +84+0.3% | Added |
| Holderness Investments Co | 32,868 | $1.64M | 0.71% | −252−0.8% | Reduced |
| Edgestream Partners, L.P. | 32,835 | $1.64M | 0.18% | +9,626+41.5% | Added |
| CoreFirst Bank & Trust | 32,000 | $1.60M | 1.21% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 31,990 | $1.59M | 0.06% | +500+1.6% | Added |
| Childress Capital Advisors, LLC | 31,788 | $1.58M | 0.53% | +44+0.1% | Added |
| Simplex Trading, LLC | 31,638 | $1.58M | 0.08% | +31,638 | New |
| Dumont & Blake Investment Advisors LLC | 31,489 | $1.57M | 0.56% | −267−0.8% | Reduced |
| DuPont Capital Management Corp | 31,458 | $1.57M | 0.07% | −10,127−24.4% | Reduced |
| Soltis Investment Advisors LLC | 30,922 | $1.54M | 0.20% | +5,846+23.3% | Added |
| Green Alpha Advisors, LLC | 30,918 | $1.54M | 1.28% | +2,918+10.4% | Added |
| Globeflex Capital L P | 30,253 | $1.51M | 0.19% | −14,467−32.4% | Reduced |
| Capital Investment Advisors, LLC | 29,374 | $1.46M | 0.04% | +1,606+5.8% | Added |
| CoreCap Advisors, LLC | 29,346 | $1.46M | 0.10% | +29,346 | New |
| Norinchukin Bank, The | 29,052 | $1.45M | 0.03% | −2,553−8.1% | Reduced |
| Venture Visionary Partners LLC | 28,598 | $1.43M | 0.10% | −667−2.3% | Reduced |
| Vident Investment Advisory, LLC | 28,416 | $1.42M | 0.05% | −1,086−3.7% | Reduced |
| APG Asset Management N.V. | 28,375 | $1.41M | 0.00% | +16,970+148.8% | Added |
| RFG Advisory, LLC | 25,429 | $1.41M | 0.07% | −1,854−6.8% | Reduced |
| Seeyond | 28,225 | $1.41M | 0.14% | +7,005+33.0% | Added |
| US Bancorp | 27,865 | $1.39M | 0.00% | −283−1.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 27,801 | $1.39M | 0.01% | +27,801 | New |
| Cubic Asset Management, LLC | 27,705 | $1.38M | 0.39% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 27,508 | $1.37M | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 27,360 | $1.36M | 0.02% | −21,561−44.1% | Reduced |
| CI Private Wealth, LLC | 27,264 | $1.36M | 0.00% | +27,264 | New |
| Twelve Points Wealth Management LLC | 27,060 | $1.35M | 0.92% | +1,167+4.5% | Added |
| AQR Capital Management LLC | 26,942 | $1.34M | 0.00% | −3,405−11.2% | Reduced |
| Sippican Capital Advisors | 26,877 | $1.34M | 1.28% | −220−0.8% | Reduced |
| Kavar Capital Partners Group, LLC | 26,738 | $1.33M | 0.31% | −2,735−9.3% | Reduced |
| Richard P Slaughter Associates Inc | 26,659 | $1.33M | 0.42% | +576+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 26,637 | $1.33M | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 26,525 | $1.32M | 0.01% | +9,263+53.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,240 | $1.31M | 0.06% | −650−2.4% | Reduced |
| KCM Investment Advisors LLC | 26,141 | $1.30M | 0.06% | −75−0.3% | Reduced |
| Delphi Management Inc | 25,664 | $1.28M | 1.55% | +25,664 | New |
| Corrado Advisors, LLC | 25,583 | $1.28M | 0.89% | +603+2.4% | Added |