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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 25,578 | $1.28M | 0.01% | −3,159−11.0% | Reduced |
| Mackenzie Financial Corp | 25,531 | $1.27M | 0.00% | +1,664+7.0% | Added |
| Pensionfund Sabic | 25,500 | $1.27M | 0.41% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 25,383 | $1.27M | 0.06% | −588−2.3% | Reduced |
| Ancora Advisors, LLC | 25,374 | $1.26M | 0.04% | −259−1.0% | Reduced |
| Boenning & Scattergood, Inc. | 22,800 | $1.26M | 0.20% | +600+2.7% | Added |
| Advisory Services Network, LLC | 25,318 | $1.26M | 0.04% | −410−1.6% | Reduced |
| Caption Management, LLC | 25,180 | $1.26M | 0.21% | −3,500−12.2% | Reduced |
| Wambolt & Associates, LLC | 25,143 | $1.25M | 0.48% | +737+3.0% | Added |
| Gables Capital Management Inc. | 24,860 | $1.24M | 0.90% | −400−1.6% | Reduced |
| Moody National Bank Trust Division | 24,792 | $1.24M | 0.11% | +14+0.1% | Added |
| MSH Capital Advisors LLC | 24,748 | $1.23M | 0.56% | +19,458+367.8% | Added |
| Cascade Investment Group, Inc. | 24,728 | $1.23M | 1.28% | +24,728 | New |
| National Bank of Canada | 24,639 | $1.23M | 0.00% | +7,463+43.5% | Added |
| Balyasny Asset Management LLC | 24,593 | $1.23M | 0.00% | +24,593 | New |
| Monument Capital Management | 24,514 | $1.22M | 0.42% | −274−1.1% | Reduced |
| Securian Asset Management, Inc | 24,110 | $1.20M | 0.03% | +50.0% | Added |
| Oregon Public Employees Retirement Fund | 23,984 | $1.20M | 0.02% | −29,546−55.2% | Reduced |
| International Assets Investment Management, LLC | 23,832 | $1.19M | 0.12% | +23,832 | New |
| GWM Advisors LLC | 30,283 | $1.18M | 0.03% | +7,481+32.8% | Added |
| Apollon Wealth Management, LLC | 23,495 | $1.17M | 0.08% | +18,169+341.1% | Added |
| JustInvest LLC | 23,466 | $1.17M | 0.05% | −485−2.0% | Reduced |
| McMillion Capital Management Inc | 23,417 | $1.17M | 1.06% | −465−1.9% | Reduced |
| Reik & Co., LLC | 22,980 | $1.15M | 0.33% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 22,854 | $1.14M | 0.04% | +100+0.4% | Added |
| Herbst Group, LLC | 22,800 | $1.14M | 0.92% | −2,500−9.9% | Reduced |
| Alps Advisors Inc | 22,756 | $1.13M | 0.01% | −14,427−38.8% | Reduced |
| Nicholas Investment Partners, LP | 22,696 | $1.13M | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,695 | $1.13M | 0.03% | +22,695 | New |
| 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 |
| Elo Mutual Pension Insurance Co | 22,487 | $1.12M | 0.04% | +773+3.6% | Added |
| Hartford Investment Management Co | 22,384 | $1.12M | 0.03% | −23,446−51.2% | Reduced |
| Davenport & Co LLC | 22,214 | $1.11M | 0.01% | +500+2.3% | Added |
| Fiduciary Trust Co | 22,129 | $1.10M | 0.02% | +170+0.8% | Added |
| Ingalls & Snyder LLC | 21,988 | $1.10M | 0.06% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 21,878 | $1.09M | 0.07% | +2,400+12.3% | Added |
| Future Financial Wealth Managment LLC | 21,809 | $1.09M | 1.24% | −193−0.9% | Reduced |
| Qube Research & Technologies Ltd | 21,547 | $1.07M | 0.01% | +21,547 | New |
| Squarepoint Ops LLC | 21,525 | $1.07M | 0.01% | +21,525 | New |
| Achmea Investment Management B.V. | 22,949 | $1.07M | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 20,960 | $1.04M | 0.00% | −5,930−22.1% | Reduced |
| Trust Investment Advisors | 20,909 | $1.04M | 0.98% | −318−1.5% | Reduced |
| Invst, LLC | 18,912 | $1.03M | 0.16% | −140−0.7% | Reduced |
| Rational Advisors LLC | 20,675 | $1.03M | 0.09% | +10,709+107.5% | Added |
| King Luther Capital Management Corp | 20,669 | $1.03M | 0.01% | +203+1.0% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $1.02M | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 20,385 | $1.02M | 0.12% | +5,028+32.7% | Added |
| Hudson Portfolio Management LLC | 20,341 | $1.01M | 1.12% | −285−1.4% | Reduced |
| Terra Nova Asset Management LLC | 20,059 | $1.00M | 1.05% | +1,994+11.0% | Added |
| Creative Planning | 19,838 | $988.9K | 0.00% | +2,397+13.7% | Added |
| Nordea Investment Management AB | 19,767 | $985.8K | 0.00% | +1,435+7.8% | Added |
| Eagle Ridge Investment Management | 19,702 | $982.1K | 0.11% | 00.0% | Unchanged |
| Commerce Bank | 19,614 | $977.8K | 0.01% | −237,465−92.4% | Reduced |
| Eqis Capital Management, Inc. | 19,505 | $972.3K | 0.11% | −8,580−30.6% | Reduced |
| Lavaca Capital LLC | 19,230 | $962.8K | 0.38% | −63−0.3% | Reduced |
| TrimTabs Asset Management, LLC | 19,093 | $951.8K | 0.62% | −429−2.2% | Reduced |
| Foster & Motley Inc | 19,073 | $951.0K | 0.08% | +5,619+41.8% | Added |
| Fagan Associates, Inc. | 19,073 | $950.8K | 0.25% | +81+0.4% | Added |
| Sawtooth Solutions, LLC | 18,941 | $944.2K | 0.13% | −2,026−9.7% | Reduced |
| Louisiana State Employees Retirement System | 18,800 | $937.0K | 0.03% | +200+1.1% | Added |
| Pathway Financial Advisers, LLC | 18,454 | $920.0K | 0.37% | +18,454 | New |
| Roman Butler Fullerton & Co | 17,522 | $916.8K | 0.47% | −452−2.5% | Reduced |
| Lincoln National Corp | 18,331 | $913.8K | 0.02% | +5,984+48.5% | Added |
| Strait & Sound Wealth Management LLC | 17,305 | $905.4K | 0.99% | +17,305 | New |
| Toroso Investments, LLC | 17,635 | $879.0K | 0.03% | +1,468+9.1% | 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 |
| Tyler-Stone Wealth Management | 17,275 | $861.0K | 0.59% | +350+2.1% | Added |
| Ahrens Investment Partners LLC | 17,252 | $860.0K | 0.39% | +1,941+12.7% | Added |
| Hancock Whitney Corp | 17,075 | $851.0K | 0.03% | −60−0.4% | Reduced |
| Lee Danner & Bass Inc | 16,923 | $844.0K | 0.08% | 00.0% | Unchanged |
| Advisory Research Inc | 16,901 | $842.5K | 0.08% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 16,854 | $840.0K | 0.09% | +781+4.9% | Added |
| Hilltop Holdings Inc. | 16,649 | $829.9K | 0.11% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 16,559 | $825.4K | 0.14% | +872+5.6% | Added |
| Heritage Trust Co | 16,496 | $822.3K | 0.13% | +16,496 | New |
| Formidable Asset Management, LLC | 16,312 | $813.0K | 0.18% | +3,108+23.5% | Added |
| First National Trust Co | 16,057 | $800.4K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 15,913 | $793.3K | 0.01% | +280+1.8% | Added |
| Clearstead Advisors, LLC | 15,833 | $789.3K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,771 | $786.2K | 0.01% | −7,384−31.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 15,664 | $780.9K | 0.32% | −1,473−8.6% | Reduced |
| Capital Investment Advisory Services, LLC | 15,591 | $777.2K | 0.09% | +177+1.1% | Added |
| Columbia Asset Management | 15,552 | $775.0K | 0.19% | −6,011−27.9% | Reduced |
| Prudential PLC | 15,430 | $769.2K | 0.01% | +7,040+83.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,385 | $767.0K | 0.05% | +9,182+148.0% | Added |
| Bleakley Financial Group, LLC | 15,384 | $766.9K | 0.03% | +15,384 | New |
| Schroder Investment Management Group | 15,346 | $765.0K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 15,051 | $750.3K | 0.00% | +15,051 | New |
| Pathstone Family Office, LLC | 22,397 | $749.0K | 0.02% | +7,708+52.5% | Added |
| Los Angeles Capital Management LLC | 15,007 | $748.1K | 0.00% | −3,234−17.7% | Reduced |
| Beacon Financial Advisory LLC | 14,930 | $744.3K | 0.53% | −661−4.2% | Reduced |
| Level Four Advisory Services, LLC | 14,815 | $738.5K | 0.05% | +14,815 | New |
| Sigma Planning Corp | 14,391 | $717.4K | 0.03% | +2,324+19.3% | Added |
| Transatlantique Private Wealth LLC | 14,384 | $717.1K | 0.43% | +142+1.0% | Added |
| Cresset Asset Management, LLC | 15,806 | $704.2K | 0.01% | −1,832−10.4% | Reduced |
| Advisor Partners II, LLC | 14,119 | $703.8K | 0.04% | −49−0.3% | Reduced |
| TFG Advisers LLC | 14,110 | $703.4K | 0.36% | +2,793+24.7% | Added |
| Abbot Financial Management, Inc. | 14,050 | $700.4K | 0.48% | −1,800−11.4% | Reduced |