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.
13F holders, Q1 2023
Institutional positions in Iron Mountain Inc as of Mar 31, 2023. 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
- 790
- +20 vs. Q4 2022
- Shares held
- 225.9M
- −2.74M (−1.2%) vs. Q4 2022
- Total value
- $12.0B
- +$601.6M (+5.3%) vs. Q4 2022
- New holders
- 74
- 302 more added
- Sold out
- 54
- 266 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −16−80.0% | Reduced |
| Baldrige Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| Key Financial Inc | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3 | $159 | 0.00% | −1−25.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $265 | 0.00% | +5 | New |
| Gradient Investments LLC | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $838 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $899 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 33 | $1.00K | 0.00% | +33 | New |
| SkyView Investment Advisors, LLC | 22 | $1.00K | 0.00% | +22 | New |
| JJJ Advisors Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 25 | $1.32K | 0.00% | +25 | New |
| Trifecta Capital Advisors, LLC | 27 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 44 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 46 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 80 | $4.23K | 0.00% | +4+5.3% | Added |
| Red Tortoise LLC | 94 | $4.97K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 99 | $5.23K | 0.00% | +1+1.0% | Added |
| Hoese & Co LLP | 100 | $5.28K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $5.29K | 0.00% | +100 | New |
| Capstone Investment Advisors, LLC | 110 | $5.82K | 0.00% | −4,143−97.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 113 | $5.98K | 0.00% | 00.0% | Unchanged |
| Motco | 113 | $5.98K | 0.00% | +113 | New |
| Tradition Wealth Management, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 115 | $6.08K | 0.00% | −16−12.2% | Reduced |
| Bell Investment Advisors, Inc | 117 | $6.19K | 0.00% | −80−40.6% | Reduced |
| Assetmark, Inc | 131 | $6.93K | 0.00% | −53−28.8% | Reduced |
| Park Place Capital Corp | 132 | $6.98K | 0.00% | +2+1.5% | Added |
| GW&K Investment Management, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 135 | $7.00K | 0.00% | +2+1.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 138 | $7.00K | 0.00% | +138 | New |
| Earnest Partners LLC | 133 | $7.04K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $7.57K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 144 | $7.63K | 0.01% | +2+1.4% | Added |
| Cutler Group LP | 168 | $8.00K | 0.00% | −142−45.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $8.00K | 0.00% | −120−42.9% | Reduced |
| Rain Capital Management, LLC | 152 | $8.04K | 0.01% | +152 | New |
| Kozak & Associates, Inc. | 156 | $8.27K | 0.00% | +2+1.3% | Added |
| Chesapeake Asset Management LLC | 170 | $8.99K | 0.01% | +170 | New |
| Coston, McIsaac & Partners | 173 | $9.00K | 0.00% | +2+1.2% | Added |
| Northwest Investment Counselors, LLC | 178 | $9.44K | 0.00% | +178 | New |
| Prestige Wealth Management Group LLC | 179 | $9.58K | 0.00% | −75−29.5% | Reduced |
| HHM Wealth Advisors, LLC | 184 | $9.74K | 0.00% | +46+33.3% | Added |
| Farmers & Merchants Investments Inc | 195 | $10.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $10.8K | 0.00% | +205 | New |
| BerganKDV Wealth Management, LLC | 217 | $11.5K | 0.00% | +2+0.9% | Added |
| JFS Wealth Advisors, LLC | 220 | $11.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 228 | $12.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 240 | $12.7K | 0.00% | −25−9.4% | Reduced |
| Quent Capital, LLC | 240 | $12.7K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 241 | $12.7K | 0.00% | +3+1.3% | Added |
| Larson Financial Group LLC | 246 | $13.0K | 0.00% | +20+8.8% | Added |
| Westside Investment Management, Inc. | 250 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 253 | $13.4K | 0.00% | −22−8.0% | Reduced |
| CVA Family Office, LLC | 255 | $13.5K | 0.00% | +60+30.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $13.9K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $14.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 281 | $15.0K | 0.01% | −82−22.6% | Reduced |
| IAG Wealth Partners, LLC | 295 | $15.6K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 300 | $15.9K | 0.01% | +300 | New |
| Ronald Blue Trust, Inc. | 335 | $17.0K | 0.00% | −1,494−81.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 329 | $17.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 341 | $18.0K | 0.00% | −48−12.3% | Reduced |
| Caldwell Trust Co | 350 | $18.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $18.7K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 380 | $20.1K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 385 | $20.4K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 390 | $20.6K | 0.01% | −338−46.4% | Reduced |
| AlphaMark Advisors, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 419 | $22.2K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 430 | $22.8K | 0.00% | +430 | New |
| Leonteq Securities AG | 437 | $23.1K | 0.00% | +436+43,600.0% | Added |
| Byrne Asset Management LLC | 450 | $24.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 453 | $24.0K | 0.00% | +5+1.1% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $26.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 520 | $27.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $27.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 534 | $28.3K | 0.01% | −87−14.0% | Reduced |
| Lindbrook Capital, LLC | 554 | $29.3K | 0.00% | +5+0.9% | Added |
| Financial Avengers, Inc. | 555 | $29.4K | 0.02% | +7+1.3% | Added |
| Webster Bank, N. A. | 557 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 589 | $31.2K | 0.00% | +589 | New |
| Valley National Advisers Inc | 650 | $35.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 662 | $35.0K | 0.00% | +327+97.6% | Added |
| True Wealth Design, LLC | 678 | $35.9K | 0.02% | +8+1.2% | Added |
| Kalos Management, Inc. | 684 | $36.2K | 0.07% | +684 | New |
| AdvisorNet Financial, Inc | 686 | $36.3K | 0.00% | −86−11.1% | Reduced |
| Tucker Asset Management LLC | 705 | $37.3K | 0.01% | +50+7.6% | Added |
| Farther Finance Advisors, LLC | 728 | $38.5K | 0.01% | +186+34.3% | Added |
| GHP Investment Advisors, Inc. | 734 | $38.8K | 0.00% | +93+14.5% | Added |
| Cambridge Trust Co | 735 | $38.9K | 0.00% | 00.0% | Unchanged |