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 |
|---|---|---|---|---|---|
| Sculati Wealth Management, LLC | 7,346 | $366.0K | 0.21% | −12,055−62.1% | Reduced |
| TBH Global Asset Management, LLC | 7,267 | $362.3K | 0.09% | +13+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,254 | $361.6K | 0.01% | +325+4.7% | Added |
| Fiduciary Group LLC | 7,250 | $361.4K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,192 | $358.5K | 0.01% | +7,192 | New |
| Augustine Asset Management Inc | 7,159 | $356.9K | 0.20% | −97−1.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,145 | $356.2K | 0.05% | +745+11.6% | Added |
| SFG Wealth Management, LLC. | 7,055 | $351.7K | 0.43% | −997−12.4% | Reduced |
| Arete Wealth Advisors, LLC | 7,034 | $350.6K | 0.03% | +7,034 | New |
| Gerber Kawasaki Wealth & Investment Management | 7,031 | $350.5K | 0.03% | 00.0% | Unchanged |
| Capital International Inc | 7,003 | $349.1K | 0.01% | +7,003 | New |
| TD Waterhouse Canada Inc. | 6,961 | $347.5K | 0.00% | +465+7.2% | Added |
| Investors Research Corp | 6,954 | $346.7K | 0.09% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 6,908 | $344.4K | 0.08% | +95+1.4% | Added |
| Sheets Smith Wealth Management | 6,905 | $344.2K | 0.05% | −675−8.9% | Reduced |
| Vestcor Inc | 6,894 | $344.0K | 0.01% | +50+0.7% | Added |
| Kingsview Wealth Management, LLC | 6,860 | $342.0K | 0.01% | +1,438+26.5% | Added |
| Wolverine Trading, LLC | 6,770 | $337.0K | 0.01% | −21,035−75.7% | Reduced |
| J.W. Cole Advisors, Inc. | 6,697 | $333.9K | 0.03% | +72+1.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,683 | $333.0K | 0.02% | +6,683 | New |
| Vestmark Advisory Solutions, Inc. | 6,667 | $332.4K | 0.02% | −1,269−16.0% | Reduced |
| SeaCrest Wealth Management, LLC | 6,666 | $332.3K | 0.05% | −341−4.9% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $327.8K | 0.30% | +5,788 | New |
| Global Retirement Partners, LLC | 6,566 | $327.3K | 0.02% | +976+17.5% | Added |
| Dynamic Technology Lab Private Ltd | 6,525 | $325.0K | 0.03% | +6,525 | New |
| Ieq Capital, LLC | 6,501 | $324.1K | 0.01% | −986−13.2% | Reduced |
| E&G Advisors, LP | 6,500 | $324.0K | 0.12% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,500 | $324.0K | 0.00% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 6,500 | $324.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,496 | $323.8K | 0.07% | +178+2.8% | Added |
| O'Shaughnessy Asset Management, LLC | 6,488 | $323.4K | 0.01% | +144+2.3% | Added |
| Ossiam | 6,464 | $322.2K | 0.01% | −23,862−78.7% | Reduced |
| Banque Cantonale Vaudoise | 6,457 | $322.0K | 0.02% | −8,900−58.0% | Reduced |
| Oppenheimer & Co Inc | 6,412 | $319.6K | 0.01% | +61+1.0% | Added |
| Southland Equity Partners LLC | 6,312 | $314.6K | 0.12% | −57−0.9% | Reduced |
| Intrua Financial, LLC | 6,128 | $313.1K | 0.07% | −16,582−73.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 6,274 | $312.8K | 0.11% | −295−4.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 6,228 | $310.5K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,100 | $304.1K | 0.03% | +1,000+19.6% | Added |
| Stevens Capital Management LP | 6,073 | $303.0K | 0.19% | +865+16.6% | Added |
| Private Portfolio Partners LLC | 6,067 | $302.5K | 0.08% | +20.0% | Added |
| GM Advisory Group, Inc. | 6,051 | $301.6K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6,050 | $301.6K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,939 | $299.2K | 0.18% | +5,939 | New |
| Kayne Anderson Capital Advisors LP | 6,000 | $299.1K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,969 | $298.0K | 0.03% | +349+6.2% | Added |
| Integrated Wealth Concepts LLC | 5,832 | $291.0K | 0.01% | +5,832 | New |
| Maven Securities LTD | 5,790 | $288.6K | 0.06% | +549+10.5% | Added |
| Griffin Asset Management, Inc. | 5,779 | $288.1K | 0.04% | −668−10.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,747 | $286.5K | 0.09% | +20.0% | Added |
| Flagship Harbor Advisors, LLC | 5,703 | $284.3K | 0.03% | −42−0.7% | Reduced |
| Profund Advisors LLC | 5,583 | $278.3K | 0.02% | −142−2.5% | Reduced |
| Steel Peak Wealth Management LLC | 5,473 | $276.2K | 0.02% | +5,473 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,484 | $273.4K | 0.07% | −489−8.2% | Reduced |
| Money Concepts Capital Corp | 5,483 | $273.3K | 0.01% | +5,483 | New |
| Washington Trust Co | 5,402 | $269.3K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,353 | $266.8K | 0.01% | −180−3.3% | Reduced |
| Howland Capital Management LLC | 5,216 | $263.2K | 0.02% | +362+7.5% | Added |
| Neo Ivy Capital Management | 5,220 | $260.0K | 0.18% | +5,220 | New |
| Personal Cfo Solutions, LLC | 5,209 | $259.7K | 0.05% | +301+6.1% | Added |
| Texas Yale Capital Corp. | 5,200 | $259.2K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 5,196 | $259.0K | 0.04% | +200+4.0% | Added |
| TD Ameritrade Investment Management, LLC | 5,199 | $259.0K | 0.00% | −1,734−25.0% | Reduced |
| Essex Savings Bank | 5,167 | $257.5K | 0.09% | 00.0% | Unchanged |
| Advisors Management Group Inc | 5,148 | $257.0K | 0.10% | +62+1.2% | Added |
| Pinnacle Family Advisors, LLC | 5,131 | $255.8K | 0.18% | +33+0.6% | Added |
| Cullinan Associates Inc | 5,125 | $255.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,112 | $254.8K | 0.02% | −9,912−66.0% | Reduced |
| Meeder Asset Management Inc | 5,037 | $251.1K | 0.02% | −7,418−59.6% | Reduced |
| Nations Financial Group Inc, | 5,036 | $251.0K | 0.03% | +340+7.2% | Added |
| Dorsey Wright & Associates | 5,026 | $250.5K | 0.07% | +5,026 | New |
| Bessemer Group Inc | 5,020 | $250.0K | 0.00% | −701−12.3% | Reduced |
| West Wealth Group, LLC | 5,000 | $249.3K | 0.12% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4,910 | $244.7K | 0.12% | +4,910 | New |
| Colony Group LLC | 4,890 | $244.0K | 0.00% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 4,889 | $243.7K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,875 | $243.0K | 0.11% | +100+2.1% | Added |
| HB Wealth Management, LLC | 4,841 | $241.3K | 0.00% | +4,841 | New |
| Gitterman Wealth Management, LLC | 4,821 | $240.4K | 0.12% | −180−3.6% | Reduced |
| Great Lakes Advisors, LLC | 4,796 | $239.1K | 0.01% | −414−7.9% | Reduced |
| Verdence Capital Advisors LLC | 4,793 | $238.9K | 0.03% | −1,133−19.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,728 | $235.7K | 0.02% | −890−15.8% | Reduced |
| Wulff, Hansen & Co. | 4,720 | $235.3K | 0.29% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,700 | $234.0K | 0.18% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,692 | $233.9K | 0.09% | −1,209−20.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,683 | $233.4K | 0.03% | +4,683 | New |
| Edmp, Inc. | 4,657 | $232.2K | 0.23% | −31−0.7% | Reduced |
| Brown Brothers Harriman & Co | 4,633 | $231.0K | 0.00% | −99−2.1% | Reduced |
| Moreno Evelyn V | 4,600 | $229.3K | 0.05% | −1,176−20.4% | Reduced |
| Boston Financial Mangement LLC | 4,600 | $229.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,594 | $229.0K | 0.05% | +723+18.7% | Added |
| Perigon Wealth Management, LLC | 4,577 | $228.2K | 0.01% | −8,151−64.0% | Reduced |
| Welch Group, LLC | 4,531 | $225.9K | 0.01% | +4,531 | New |
| Brinker Capital Investments, LLC | 4,515 | $225.1K | 0.00% | +4,515 | New |
| Bradley Foster & Sargent Inc | 4,504 | $224.5K | 0.01% | +4,504 | New |
| Comerica Securities,inc. | 4,447 | $224.4K | 0.02% | −29−0.6% | Reduced |
| Advisors Capital Management, LLC | 4,486 | $224.0K | 0.01% | −158−3.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,468 | $222.7K | 0.10% | +4,468 | New |
| XML Financial, LLC | 4,384 | $218.5K | 0.03% | +4,384 | New |
| Curi Capital | 4,327 | $215.7K | 0.03% | +4,327 | New |