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 |
|---|---|---|---|---|---|
| Guild Investment Management, Inc. | 4,236 | $213.8K | 0.37% | +4,236 | New |
| Ninepoint Partners LP | 4,273 | $213.0K | 0.03% | −789−15.6% | Reduced |
| Capstone Investment Advisors, LLC | 4,253 | $212.0K | 0.01% | +2,704+174.6% | Added |
| TrinityPoint Wealth, LLC | 4,160 | $207.4K | 0.05% | +4,160 | New |
| Moneta Group Investment Advisors LLC | 3,795 | $207.1K | 0.01% | +3,795 | New |
| CWM, LLC | 4,151 | $207.0K | 0.00% | +755+22.2% | Added |
| Crown Wealth Group, LLC | 4,150 | $206.9K | 0.19% | +4,150 | New |
| Destination Wealth Management | 4,095 | $204.1K | 0.01% | +4,095 | New |
| Benjamin F. Edwards & Company, Inc. | 4,077 | $203.0K | 0.01% | −63−1.5% | Reduced |
| Strategic Blueprint, LLC | 4,058 | $202.3K | 0.02% | +4,058 | New |
| IFP Advisors, Inc | 4,951 | $202.0K | 0.01% | −111−2.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 4,056 | $202.0K | 0.02% | +4,056 | New |
| Linscomb & Williams, Inc. | 4,051 | $202.0K | 0.01% | +4,051 | New |
| Bogart Wealth, LLC | 4,046 | $201.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,953 | $197.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,762 | $188.0K | 0.01% | −286−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,577 | $186.9K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,711 | $185.0K | 0.02% | −232−5.9% | Reduced |
| M&R Capital Management Inc | 3,636 | $181.3K | 0.05% | +170+4.9% | Added |
| Belpointe Asset Management LLC | 3,636 | $181.3K | 0.01% | +916+33.7% | Added |
| Raleigh Capital Management Inc. | 3,358 | $167.4K | 0.09% | −85−2.5% | Reduced |
| Signaturefd, LLC | 3,310 | $165.0K | 0.00% | −101−3.0% | Reduced |
| Sutton Wealth Advisors Inc. | 3,307 | $164.9K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,306 | $164.8K | 0.07% | −2,104−38.9% | Reduced |
| Private Trust Co NA | 3,195 | $159.0K | 0.02% | +34+1.1% | Added |
| ICA Group Wealth Management, LLC | 3,189 | $159.0K | 0.04% | +3,189 | New |
| Desjardins Global Asset Management Inc. | 3,070 | $153.0K | 0.02% | +337+12.3% | Added |
| Clean Yield Group | 3,000 | $149.6K | 0.06% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,986 | $148.9K | 0.00% | −5,943−66.6% | Reduced |
| Whittier Trust Co | 2,923 | $145.7K | 0.00% | +220+8.1% | Added |
| Huntington National Bank | 2,878 | $143.5K | 0.00% | +530+22.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,829 | $141.0K | 0.00% | +2,829 | New |
| Activest Wealth Management | 2,680 | $135.5K | 0.04% | +2,280+570.0% | Added |
| PEAK6 Investments LLC | 2,555 | $127.4K | 0.01% | −7,455−74.5% | Reduced |
| Trustcore Financial Services, LLC | 2,500 | $124.6K | 0.01% | 00.0% | Unchanged |
| Tobam | 2,284 | $114.0K | 0.01% | +177+8.4% | Added |
| NVWM, LLC | 2,151 | $108.6K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,055 | $102.4K | 0.06% | −1,850−47.4% | Reduced |
| Vigilant Capital Management, LLC | 2,024 | $101.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,032 | $101.0K | 0.04% | +54+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,016 | $100.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $100.1K | 0.01% | +808+67.3% | Added |
| Financial Perspectives, Inc | 2,000 | $99.7K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $99.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,958 | $97.6K | 0.01% | −59−2.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,908 | $95.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,800 | $89.7K | 0.03% | −3,100−63.3% | Reduced |
| Orion Capital Management LLC | 1,800 | $89.7K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,700 | $84.7K | 0.00% | −151−8.2% | Reduced |
| Retirement Group, LLC | 1,683 | $84.0K | 0.04% | +33+2.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,666 | $83.0K | 0.05% | −4,963−74.9% | Reduced |
| Central Trust Co | 1,640 | $81.8K | 0.00% | +35+2.2% | Added |
| Ronald Blue Trust, Inc. | 1,829 | $80.0K | 0.00% | +132+7.8% | Added |
| SJS Investment Consulting Inc. | 1,600 | $79.8K | 0.02% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,539 | $77.0K | 0.05% | +20+1.3% | Added |
| Spire Wealth Management | 1,531 | $76.0K | 0.00% | +781+104.1% | Added |
| First Financial Corp | 1,500 | $74.8K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,508 | $74.0K | 0.00% | −7,762−83.7% | Reduced |
| Founders Capital Management | 1,400 | $70.0K | 0.05% | 00.0% | Unchanged |
| Schubert & Co | 1,390 | $69.3K | 0.06% | −376−21.3% | Reduced |
| First Horizon Advisors, Inc. | 1,370 | $68.3K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,292 | $65.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,274 | $64.6K | 0.01% | −390−23.4% | Reduced |
| C M Bidwell & Associates Ltd | 1,285 | $64.1K | 0.05% | +1,285 | New |
| Parkside Financial Bank & Trust | 1,261 | $62.9K | 0.02% | +40+3.3% | Added |
| Avion Wealth | 1,269 | $55.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,094 | $55.0K | 0.02% | −1−0.1% | Reduced |
| Sound Income Strategies, LLC | 1,086 | $54.1K | 0.01% | +187+20.8% | Added |
| Sawyer & Company, Inc | 1,075 | $54.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,014 | $50.5K | 0.03% | +14+1.4% | Added |
| Hexagon Capital Partners LLC | 1,000 | $49.9K | 0.01% | −300−23.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,000 | $49.9K | 0.01% | +1,000 | New |
| Umb Bank N A | 974 | $49.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 966 | $48.5K | 0.02% | +966 | New |
| North Star Investment Management Corp. | 970 | $48.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 945 | $47.1K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 937 | $46.7K | 0.00% | −717−43.3% | Reduced |
| Point72 Middle East FZE | 927 | $46.2K | 0.00% | +927 | New |
| Private Ocean, LLC | 900 | $44.9K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 825 | $41.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $40.9K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 798 | $39.8K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 793 | $39.6K | 0.02% | +15+1.9% | Added |
| AdvisorNet Financial, Inc | 772 | $38.5K | 0.00% | +9+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 767 | $38.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 753 | $38.0K | 0.00% | −84−10.0% | Reduced |
| Cambridge Trust Co | 735 | $37.0K | 0.00% | −44−5.6% | Reduced |
| First Personal Financial Services | 728 | $36.3K | 0.01% | −57−7.3% | Reduced |
| True Wealth Design, LLC | 670 | $33.4K | 0.02% | +670 | New |
| Valley National Advisers Inc | 650 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 655 | $32.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 641 | $31.9K | 0.00% | +153+31.4% | Added |
| Focused Wealth Management, Inc | 621 | $31.0K | 0.01% | +91+17.2% | Added |
| Webster Bank, N. A. | 557 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 549 | $27.4K | 0.00% | −92−14.4% | Reduced |
| Financial Avengers, Inc. | 548 | $27.3K | 0.02% | +7+1.3% | Added |
| Farther Finance Advisors, LLC | 542 | $27.0K | 0.01% | +542 | New |
| Compass Wealth Management LLC | 525 | $26.2K | 0.01% | +525 | New |
| Trust Co of Vermont | 520 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $25.0K | 0.02% | 00.0% | Unchanged |