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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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

Q1 2023 vs. Q4 2022

How the institutions holding Iron Mountain Inc changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of IRM: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders78212790+20
Shares228.9M227.9K225.9M−2.74M (−1.2%)
Value$11.4B$11.7M$12.0B+$601.6M (+5.3%)

12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (74)

Institutions that held Iron Mountain Inc at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to IRM in Q1 2023
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.101,700$5.38M0.02%
Westwood Holdings Group Inc.76,200$4.03M0.04%
Eagle Asset Management Inc53,204$2.81M0.02%
Employees Provident Fund Board53,000$2.80M0.07%
Shelton Capital Management39,469$2.09M0.09%
WESPAC Advisors, LLC37,467$1.98M1.87%
Quantbot Technologies LP26,111$1.38M0.10%
Ostrum Asset Management19,265$1.02M0.09%
PFG Investments, LLC18,771$993.2K0.20%
American Assets Capital Advisers, LLC18,300$968.3K0.23%
PGGM Investments15,972$845.0K0.01%
Y-Intercept (Hong Kong) Ltd15,697$830.5K0.10%
C2C Wealth Management, LLC13,690$741.6K0.12%
Centersquare Investment Management LLC13,337$705.7K0.01%
ExodusPoint Capital Management, LP12,025$636.0K0.01%
Adelante Capital Management LLC11,405$603.0K0.05%
Drive Wealth Management, LLC10,657$570.6K0.24%
Verition Fund Management LLC8,604$455.2K0.01%
Oppenheimer Asset Management Inc.8,277$437.9K0.01%
Equitable Holdings, Inc.6,385$337.8K0.01%
Alberta Investment Management Corp5,900$312.2K0.00%
Industrial Alliance Investment Management Inc.5,643$299.0K0.01%
Grey Street Capital, LLC5,580$295.2K0.21%
Atomi Financial Group, Inc.5,200$275.1K0.15%
Morris Retirement Advisors, LLC5,128$271.3K0.20%
Goldstone Financial Group, LLC5,006$264.9K0.09%
InterOcean Capital Group, LLC4,886$258.5K0.01%
Jefferies Financial Group Inc.4,825$255.3K0.01%
DFPG Investments, LLC4,815$254.8K0.03%
Foundations Investment Advisors, LLC4,776$252.7K0.01%
Mastrapasqua Asset Management Inc4,754$251.5K0.03%
Advisor Resource Council4,659$249.2K0.06%
Flputnam Investment Management Co4,502$238.2K0.01%
Dakota Wealth Management4,487$237.4K0.02%
Kula Investments, LLC4,465$236.2K0.06%
Orion Portfolio Solutions, LLC4,460$236.0K0.00%
Strategic Financial Concepts, LLC4,310$228.1K0.09%
Prossimo Advisors, LLC4,075$216.0K0.53%
Horizon Investments, LLC4,028$213.1K0.01%
Retirement Income Solutions, Inc4,000$211.6K0.06%
Murphy, Middleton, Hinkle & Parker, Inc.4,000$211.6K0.13%
Citizens Business Bank4,000$211.6K0.05%
Marco Investment Management LLC3,978$210.5K0.02%
Riverwater Partners LLC3,960$209.5K0.19%
Holocene Advisors, LP3,945$208.7K0.00%
Xcel Wealth Management, LLC3,910$206.9K0.07%
Park National Corp3,905$206.6K0.01%
Wealthsource Partners, LLC3,866$204.5K0.01%
Onyx Bridge Wealth Group LLC3,817$201.9K0.08%
ING Groep NV3,801$201.1K0.00%
Slow Capital, Inc.3,323$177.8K0.03%
Ameritas Advisory Services, LLC2,144$115.7K0.01%
WealthPLAN Partners, LLC1,959$103.7K0.01%
Sunbelt Securities, Inc.1,670$86.5K0.01%
Federated Hermes, Inc.1,368$72.4K0.00%
Quintet Private Bank (Europe) S.A.1,194$63.2K0.00%
GPS Wealth Strategies Group, LLC1,110$58.8K0.01%
Thompson Investment Management, Inc.800$42.3K0.01%
Kalos Management, Inc.684$36.2K0.07%
Bokf, NA589$31.2K0.00%
Johnson Financial Group, Inc.430$22.8K0.00%
WR Wealth Planners, LLC300$15.9K0.01%
Chilton Capital Management LLC205$10.8K0.00%
Northwest Investment Counselors, LLC178$9.44K0.00%
Chesapeake Asset Management LLC170$8.99K0.01%
Rain Capital Management, LLC152$8.04K0.01%
Householder Group Estate & Retirement Specialist, LLC138$7.00K0.00%
Motco113$5.98K0.00%
Cape Investment Advisory, Inc.100$5.29K0.00%
Core Alternative Capital25$1.32K0.00%
Resources Management Corp33$1.00K0.00%
SkyView Investment Advisors, LLC22$1.00K0.00%
Wolff Wiese Magana LLC5$2650.00%
Baldrige Asset Management LLC9$00.00%

Sold out (54)

Institutions that held Iron Mountain Inc at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of IRM in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Cbre Clarion Securities LLC1,237,999$61.7M
LSV Asset Management1,155,544$57.6M
Berger Financial Group, Inc104,120$5.19M
Bridgewater Associates, LP90,623$4.52M
Renaissance Technologies LLC80,600$4.02M
Cubist Systematic Strategies, LLC54,819$2.73M
Ergoteles LLC51,271$2.56M
De Burlo Group Inc47,000$2.34M
Simplex Trading, LLC31,638$1.58M
Connor, Clark & Lunn Investment Management Ltd.27,801$1.39M
Nicholas Investment Partners, LP22,696$1.13M
Rational Advisors LLC20,675$1.03M
Voloridge Investment Management, LLC15,051$750.3K
Los Angeles Capital Management LLC15,007$748.1K
Tudor Investment Corp Et Al11,442$570.0K
Panagora Asset Management Inc10,650$530.9K
United Services Automobile Association10,601$528.0K
Virtu Financial LLC9,244$461.0K
Kapstone Financial Advisors LLC5,788$327.8K
Dynamic Technology Lab Private Ltd6,525$325.0K
Banque Pictet & Cie SA6,500$324.0K
Pictet North America Advisors SA6,500$324.0K
XTX Topco Ltd6,496$323.8K
Mission Creek Capital Partners, Inc.6,274$312.8K
Kayne Anderson Capital Advisors LP6,000$299.1K
Maven Securities LTD5,790$288.6K
Money Concepts Capital Corp5,483$273.3K
Advisors Management Group Inc5,148$257.0K
Cullinan Associates Inc5,125$255.0K
Meeder Asset Management Inc5,037$251.1K
Nations Financial Group Inc,5,036$251.0K
Gitterman Wealth Management, LLC4,821$240.4K
Great Lakes Advisors, LLC4,796$239.1K
Moreno Evelyn V4,600$229.3K
Advisors Capital Management, LLC4,486$224.0K
Moneta Group Investment Advisors LLC3,795$207.1K
Strategic Blueprint, LLC4,058$202.3K
Linscomb & Williams, Inc.4,051$202.0K
Activest Wealth Management2,680$135.5K
PEAK6 Investments LLC2,555$127.4K
Accurate Wealth Management, LLC966$48.5K
Point72 Middle East FZE927$46.2K
RWM Asset Management, LLC500$24.9K
Hanson & Doremus Investment Management475$24.0K
Godsey & Gibb Associates309$15.4K
WJ Interests, LLC279$13.9K
Grove Bank & Trust220$11.0K
Quarry LP64$3.19K
Dark Forest Capital Management LP50$2.49K
My Personal CFO, LLC44$2.19K
McElhenny Sheffield Capital Management, LLC20$997
Sofos Investments, Inc.50$677
NewSquare Capital LLC10$499
Asset Dedication, LLC5$0

Not filed for Q1 2023 yet (12)

Institutions that held Iron Mountain Inc at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank69,244$3.62M
CoreCap Advisors, LLC29,346$1.46M
Seeyond28,225$1.41M
Delphi Management Inc25,664$1.28M
Boenning & Scattergood, Inc.22,800$1.26M
Tyler-Stone Wealth Management17,275$861.0K
Mathes Company, Inc.11,950$596.0K
Bank of the West11,374$567.0K
Neo Ivy Capital Management5,220$260.0K
Laurel Wealth Advisors, Inc.4,056$202.0K
Trustcore Financial Services, LLC2,500$124.6K
Heritage Wealth Management, LLC230$11.5K