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 |
|---|---|---|---|---|---|
| Widmann Financial Services, Inc. | 13,859 | $690.9K | 0.72% | +305+2.3% | Added |
| New Mexico Educational Retirement Board | 13,840 | $690.0K | 0.04% | −1,000−6.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,673 | $681.6K | 0.18% | −392−2.8% | Reduced |
| Csenge Advisory Group | 13,354 | $665.7K | 0.05% | +4,825+56.6% | Added |
| Contravisory Investment Management, Inc. | 13,177 | $656.9K | 0.18% | +1,778+15.6% | Added |
| KBC Group NV | 13,083 | $653.0K | 0.00% | +10+0.1% | Added |
| Princeton Capital Management LLC | 13,084 | $652.2K | 0.29% | −650−4.7% | Reduced |
| Prudent Man Advisors, LLC | 13,053 | $651.0K | 0.26% | +265+2.1% | Added |
| Accuvest Global Advisors | 12,946 | $645.0K | 0.21% | +6,473+100.0% | Added |
| Kinneret Advisory, LLC | 12,765 | $644.4K | 0.09% | −14,100−52.5% | Reduced |
| DoubleLine ETF Adviser LP | 12,908 | $643.5K | 0.33% | +12,908 | New |
| Teamwork Financial Advisors, LLC | 12,673 | $631.8K | 0.13% | +4,583+56.7% | Added |
| Focus Financial Network, Inc. | 12,310 | $621.3K | 0.05% | +197+1.6% | Added |
| HM Payson & Co | 12,264 | $611.3K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 12,000 | $598.2K | 0.23% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 11,965 | $596.5K | 0.00% | 00.0% | Unchanged |
| Mathes Company, Inc. | 11,950 | $596.0K | 0.30% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,953 | $595.9K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 11,897 | $593.1K | 0.04% | +172+1.5% | Added |
| Retirement Planning Co of New England, Inc. | 11,756 | $586.0K | 0.38% | −129−1.1% | Reduced |
| Assenagon Asset Management S.A. | 11,671 | $582.0K | 0.00% | +1,504+14.8% | Added |
| Jane Street Group, LLC | 11,647 | $580.6K | 0.00% | −82,130−87.6% | Reduced |
| Harbour Investments, Inc. | 11,534 | $575.0K | 0.04% | +282+2.5% | Added |
| Delta Capital Management LLC | 11,510 | $574.0K | 0.42% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 11,496 | $573.1K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 11,483 | $572.4K | 0.13% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,442 | $570.0K | 0.01% | +279+2.5% | Added |
| American Institute for Advanced Investment Management, LLP | 11,405 | $568.5K | 0.52% | +850+8.1% | Added |
| Bank of the West | 11,374 | $567.0K | 0.07% | +34+0.3% | Added |
| Strategic Investment Advisors | 11,352 | $565.9K | 0.12% | −548−4.6% | Reduced |
| Outlook Wealth Advisors, LLC | 11,128 | $554.7K | 0.26% | −218−1.9% | Reduced |
| Bailard, Inc. | 11,116 | $554.1K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 11,064 | $551.6K | 0.23% | +3,508+46.4% | Added |
| Pegasus Asset Management, Inc. | 11,060 | $551.3K | 0.30% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 11,060 | $551.0K | 0.05% | −212−1.9% | Reduced |
| Park Avenue Securities LLC | 10,997 | $548.0K | 0.01% | +1,132+11.5% | Added |
| Hunter Associates Investment Management LLC | 10,900 | $542.0K | 0.13% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10,852 | $541.0K | 0.58% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,841 | $540.0K | 0.02% | −3,367−23.7% | Reduced |
| Coastal Investment Advisors, Inc. | 10,766 | $536.7K | 0.13% | +378+3.6% | Added |
| Panagora Asset Management Inc | 10,650 | $530.9K | 0.00% | −4,737−30.8% | Reduced |
| Pearl River Capital, LLC | 10,635 | $530.2K | 0.09% | +190+1.8% | Added |
| Founders Financial Alliance, LLC | 10,612 | $529.0K | 0.24% | +892+9.2% | Added |
| United Services Automobile Association | 10,601 | $528.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,576 | $527.2K | 0.05% | −431−3.9% | Reduced |
| TRUE Private Wealth Advisors | 10,565 | $526.7K | 0.08% | +30.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,417 | $519.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $510.5K | 0.01% | +4,589+81.2% | Added |
| Clear Street Markets LLC | 10,221 | $510.0K | 0.10% | +2,021+24.6% | Added |
| Proequities, Inc. | 10,076 | $508.5K | 0.04% | −910−8.3% | Reduced |
| Segall Bryant & Hamill, LLC | 10,205 | $508.0K | 0.01% | −241−2.3% | Reduced |
| Plimoth Trust Co LLC | 10,078 | $502.0K | 0.16% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 10,020 | $499.5K | 0.42% | +10,020 | New |
| Montag A & Associates Inc | 9,894 | $499.3K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,006 | $498.0K | 0.00% | +83+0.8% | Added |
| Cerity Partners LLC | 9,892 | $493.3K | 0.00% | −937−8.7% | Reduced |
| Metis Global Partners, LLC | 9,874 | $492.2K | 0.04% | +9,874 | New |
| Colonial River Wealth Management, LLC | 9,839 | $490.5K | 0.31% | +313+3.3% | Added |
| FDx Advisors, Inc. | 9,815 | $489.0K | 0.02% | −156−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 9,794 | $488.2K | 0.05% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 9,681 | $482.6K | 0.27% | −324−3.2% | Reduced |
| Merit Financial Group, LLC | 9,643 | $480.7K | 0.02% | +339+3.6% | Added |
| Wedbush Securities Inc | 9,602 | $479.0K | 0.03% | +14+0.1% | Added |
| Armor Investment Advisors, LLC | 9,564 | $476.8K | 0.29% | −1,154−10.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,412 | $469.2K | 0.01% | −370−3.8% | Reduced |
| Morse Asset Management, Inc | 9,370 | $467.0K | 0.17% | +120+1.3% | Added |
| TownSquare Capital, LLC | 9,350 | $466.1K | 0.01% | +9,350 | New |
| Virtu Financial LLC | 9,244 | $461.0K | 0.06% | +9,244 | New |
| Herold Advisors, Inc. | 9,150 | $456.1K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,111 | $454.2K | 0.01% | −1,685−15.6% | Reduced |
| Aspire Private Capital, LLC | 9,106 | $453.9K | 0.16% | +217+2.4% | Added |
| H&H Retirement Design & Management INC | 8,524 | $448.6K | 0.38% | +99+1.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,996 | $448.5K | 0.01% | −809−8.3% | Reduced |
| Acadian Asset Management LLC | 8,967 | $447.0K | 0.00% | −31,861−78.0% | Reduced |
| Verus Capital Partners, LLC | 8,948 | $446.1K | 0.08% | −19−0.2% | Reduced |
| Heartland Bank & Trust Co | 8,819 | $439.6K | 0.32% | −515−5.5% | Reduced |
| Scotia Capital Inc. | 8,790 | $438.3K | 0.00% | +1,300+17.4% | Added |
| Naviter Wealth, LLC | 8,404 | $438.3K | 0.12% | +1,251+17.5% | Added |
| Everence Capital Management Inc | 8,670 | $432.0K | 0.04% | +8,670 | New |
| NorthCrest Asset Manangement, LLC | 8,412 | $419.3K | 0.02% | −27,321−76.5% | Reduced |
| Community Bank of Raymore | 8,390 | $418.2K | 0.15% | +8,390 | New |
| Estabrook Capital Management | 8,373 | $417.4K | 0.07% | −343−3.9% | Reduced |
| Private Advisor Group, LLC | 86,761 | $416.6K | 0.02% | +11,457+15.2% | Added |
| Veritable, L.P. | 8,279 | $412.7K | 0.01% | +1,173+16.5% | Added |
| Atwood & Palmer Inc | 8,250 | $411.3K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,220 | $409.8K | 0.03% | +1,189+16.9% | Added |
| Atlas Capital Advisors LLC | 8,171 | $407.3K | 0.07% | −962−10.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,167 | $407.1K | 0.16% | −2,681−24.7% | Reduced |
| Thompson Davis & Co., Inc. | 8,000 | $398.8K | 0.57% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 7,983 | $398.0K | 0.26% | +1,898+31.2% | Added |
| Glenmede Trust Co NA | 7,941 | $395.9K | 0.00% | +1,559+24.4% | Added |
| Wetherby Asset Management Inc | 7,919 | $394.8K | 0.03% | −3,751−32.1% | Reduced |
| Cardinal Point Capital Management, ULC | 7,800 | $393.7K | 0.14% | +7,800 | New |
| Brown Advisory Inc | 7,875 | $392.6K | 0.00% | +1,043+15.3% | Added |
| M Holdings Securities, Inc. | 7,840 | $391.0K | 0.04% | +18+0.2% | Added |
| Raymond James Trust N.A. | 7,590 | $379.0K | 0.01% | +61+0.8% | Added |
| Integrated Advisors Network LLC | 7,603 | $379.0K | 0.02% | +684+9.9% | Added |
| Ameliora Wealth Management Ltd. | 7,600 | $378.9K | 0.20% | −4,500−37.2% | Reduced |
| Greenleaf Trust | 7,456 | $372.0K | 0.00% | +742+11.1% | Added |
| Wealthcare Advisory Partners LLC | 7,381 | $367.9K | 0.02% | −2,548−25.7% | Reduced |