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 |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 500 | $24.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $24.0K | 0.01% | +475 | New |
| Byrne Asset Management LLC | 450 | $22.4K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 448 | $22.0K | 0.00% | +6+1.4% | Added |
| PFS Partners, LLC | 419 | $20.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 416 | $20.7K | 0.00% | −359−46.3% | Reduced |
| AlphaMark Advisors, LLC | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 389 | $19.0K | 0.00% | −61−13.6% | Reduced |
| First Community Trust NA | 385 | $19.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 380 | $18.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 363 | $18.0K | 0.01% | −27−6.9% | Reduced |
| Piscataqua Savings Bank | 353 | $17.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 350 | $17.4K | 0.00% | +350 | New |
| Quadrant Capital Group LLC | 335 | $16.7K | 0.00% | −69−17.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 329 | $16.4K | 0.00% | −4−1.2% | Reduced |
| Godsey & Gibb Associates | 309 | $15.4K | 0.00% | +309 | New |
| Cutler Group LP | 310 | $15.0K | 0.00% | −4,792−93.9% | Reduced |
| IAG Wealth Partners, LLC | 295 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 280 | $14.0K | 0.00% | −170−37.8% | Reduced |
| WJ Interests, LLC | 279 | $13.9K | 0.01% | +279 | New |
| Harbor Investment Advisory, LLC | 275 | $13.7K | 0.00% | −19−6.5% | Reduced |
| Institutional & Family Asset Management, LLC | 273 | $13.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 265 | $13.2K | 0.00% | +10+3.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $13.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 254 | $12.8K | 0.00% | +57+28.9% | Added |
| Westside Investment Management, Inc. | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 238 | $11.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 230 | $11.5K | 0.00% | +11+5.0% | Added |
| Glassman Wealth Services | 228 | $11.4K | 0.00% | +84+58.3% | Added |
| Larson Financial Group LLC | 226 | $11.3K | 0.00% | −27−10.7% | Reduced |
| Grove Bank & Trust | 220 | $11.0K | 0.00% | +220 | New |
| JFS Wealth Advisors, LLC | 220 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 215 | $10.7K | 0.00% | +3+1.4% | Added |
| Bell Investment Advisors, Inc | 197 | $9.82K | 0.00% | +64+48.1% | Added |
| Farmers & Merchants Investments Inc | 195 | $9.72K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $9.72K | 0.00% | −15−7.1% | Reduced |
| Assetmark, Inc | 184 | $9.17K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 171 | $8.00K | 0.00% | +2+1.2% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $7.13K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 142 | $7.10K | 0.01% | +1+0.7% | Added |
| GW&K Investment Management, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 133 | $7.00K | 0.00% | +2+1.5% | Added |
| HHM Wealth Advisors, LLC | 138 | $6.88K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 133 | $6.63K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 131 | $6.53K | 0.00% | +131 | New |
| Tradition Wealth Management, LLC | 120 | $6.00K | 0.00% | +20+20.0% | Added |
| Park Place Capital Corp | 130 | $6.00K | 0.00% | +130 | New |
| Moisand Fitzgerald Tamayo, LLC | 113 | $5.63K | 0.00% | +2+1.8% | Added |
| Cohen & Steers, Inc. | 106 | $5.00K | 0.00% | −693,554−100.0% | Reduced |
| Hoese & Co LLP | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 98 | $4.87K | 0.00% | +2+2.1% | Added |
| Red Tortoise LLC | 94 | $4.69K | 0.00% | +94 | New |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 76 | $3.79K | 0.00% | +3+4.1% | Added |
| Bartlett & Co. Wealth Management LLC | 70 | $3.53K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 64 | $3.19K | 0.00% | +64 | New |
| Dark Forest Capital Management LP | 50 | $2.49K | 0.00% | +50 | New |
| Sandy Spring Bank | 46 | $2.29K | 0.00% | +1+2.2% | Added |
| Hollencrest Capital Management | 44 | $2.19K | 0.00% | +44 | New |
| My Personal CFO, LLC | 44 | $2.19K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 39 | $1.94K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $1.35K | 0.00% | +27 | New |
| Concord Wealth Partners | 22 | $1.10K | 0.00% | +22 | New |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | −2,525−99.4% | Reduced |
| Capital Advisors, Ltd. LLC | 20 | $1.00K | 0.00% | −70−77.8% | Reduced |
| Eagle Bay Advisors LLC | 20 | $997 | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 20 | $997 | 0.00% | +20 | New |
| JJJ Advisors Inc. | 19 | $991 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $847 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 16 | $798 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $677 | 0.01% | −654−92.9% | Reduced |
| Gradient Investments LLC | 10 | $499 | 0.00% | +10 | New |
| NewSquare Capital LLC | 10 | $499 | 0.00% | +10 | New |
| Fortis Capital Advisors, LLC | 4 | $199 | 0.00% | +4 | New |
| Leonteq Securities AG | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $0 | 0.00% | +5 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −298,516−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −130,211−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −49,741−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −29,991−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −28,470−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −28,429−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,748−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −19,138−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −11,908−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −9,512−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,240−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −7,975−100.0% | Sold out |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −7,218−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −6,560−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −6,117−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,945−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |