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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 793 | $42.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 798 | $42.2K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 800 | $42.3K | 0.01% | +800 | New |
| Beacon Capital Management, LLC | 821 | $43.4K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 825 | $43.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 842 | $44.6K | 0.00% | −14,991−94.7% | Reduced |
| Allworth Financial LP | 858 | $45.4K | 0.00% | +442+106.3% | Added |
| Private Ocean, LLC | 900 | $47.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 919 | $48.6K | 0.01% | −167−15.4% | Reduced |
| AIA Group Ltd | 937 | $49.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $49.9K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 945 | $50.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 964 | $51.0K | 0.00% | −10−1.0% | Reduced |
| Massmutual Trust Co FSB | 966 | $51.1K | 0.00% | +213+28.3% | Added |
| North Star Investment Management Corp. | 970 | $51.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,000 | $52.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,026 | $54.3K | 0.03% | +12+1.2% | Added |
| Sawyer & Company, Inc | 1,075 | $56.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,096 | $58.7K | 0.02% | +2+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,110 | $58.8K | 0.01% | +1,110 | New |
| ICA Group Wealth Management, LLC | 1,135 | $60.1K | 0.01% | −2,054−64.4% | Reduced |
| Parkside Financial Bank & Trust | 1,178 | $62.3K | 0.02% | −83−6.6% | Reduced |
| Avion Wealth | 1,269 | $63.0K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,194 | $63.2K | 0.00% | +1,194 | New |
| C M Bidwell & Associates Ltd | 1,285 | $68.0K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,278 | $68.4K | 0.01% | +4+0.3% | Added |
| Silvant Capital Management LLC | 1,292 | $69.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,320 | $69.9K | 0.04% | −346−20.8% | Reduced |
| First Horizon Advisors, Inc. | 1,350 | $71.4K | 0.00% | −20−1.5% | Reduced |
| Federated Hermes, Inc. | 1,368 | $72.4K | 0.00% | +1,368 | New |
| Founders Capital Management | 1,400 | $74.0K | 0.06% | 00.0% | Unchanged |
| Schubert & Co | 1,407 | $74.5K | 0.07% | +17+1.2% | Added |
| Penserra Capital Management LLC | 1,508 | $78.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $79.3K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,539 | $81.0K | 0.05% | 00.0% | Unchanged |
| Tobam | 1,587 | $84.0K | 0.01% | −697−30.5% | Reduced |
| Ameliora Wealth Management Ltd. | 1,600 | $84.7K | 0.05% | −6,000−78.9% | Reduced |
| SJS Investment Consulting Inc. | 1,600 | $84.7K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,611 | $85.2K | 0.00% | +80+5.2% | Added |
| Sunbelt Securities, Inc. | 1,670 | $86.5K | 0.01% | +1,670 | New |
| Central Trust Co | 1,640 | $86.8K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,691 | $89.0K | 0.04% | +8+0.5% | Added |
| Monetary Management Group Inc | 1,800 | $95.2K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,800 | $95.2K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,868 | $98.8K | 0.00% | +168+9.9% | Added |
| Sentry Investment Management LLC | 1,892 | $100.0K | 0.04% | −140−6.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,908 | $101.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,958 | $103.6K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,959 | $103.7K | 0.01% | +1,959 | New |
| First Manhattan Co | 1,995 | $105.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $105.8K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $106.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,016 | $106.7K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $107.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,051 | $108.5K | 0.06% | −4−0.2% | Reduced |
| NVWM, LLC | 2,151 | $115.2K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,144 | $115.7K | 0.01% | +2,144 | New |
| Geneos Wealth Management Inc. | 2,237 | $118.4K | 0.01% | −2,875−56.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,432 | $128.7K | 0.00% | −554−18.6% | Reduced |
| Clear Street Markets LLC | 2,538 | $134.0K | 0.04% | −7,683−75.2% | Reduced |
| Private Trust Co NA | 2,674 | $141.5K | 0.02% | −521−16.3% | Reduced |
| Clean Yield Group | 3,000 | $158.7K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,909 | $166.7K | 0.01% | −42−0.8% | Reduced |
| Ninepoint Partners LP | 3,162 | $167.3K | 0.02% | −1,111−26.0% | Reduced |
| Whittier Trust Co | 3,181 | $168.3K | 0.00% | +258+8.8% | Added |
| Sutton Wealth Advisors Inc. | 3,294 | $174.3K | 0.09% | −13−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 3,306 | $174.9K | 0.07% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,308 | $175.0K | 0.02% | +238+7.8% | Added |
| Slow Capital, Inc. | 3,323 | $177.8K | 0.03% | +3,323 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,413 | $181.0K | 0.00% | +584+20.6% | Added |
| Signaturefd, LLC | 3,422 | $181.1K | 0.00% | +112+3.4% | Added |
| Smithfield Trust Co | 3,562 | $188.0K | 0.01% | −200−5.3% | Reduced |
| Raleigh Capital Management Inc. | 3,557 | $188.2K | 0.09% | +199+5.9% | Added |
| Ameritas Investment Partners, Inc. | 3,577 | $189.3K | 0.01% | 00.0% | Unchanged |
| ING Groep NV | 3,801 | $201.1K | 0.00% | +3,801 | New |
| Onyx Bridge Wealth Group LLC | 3,817 | $201.9K | 0.08% | +3,817 | New |
| Wealthsource Partners, LLC | 3,866 | $204.5K | 0.01% | +3,866 | New |
| Park National Corp | 3,905 | $206.6K | 0.01% | +3,905 | New |
| Xcel Wealth Management, LLC | 3,910 | $206.9K | 0.07% | +3,910 | New |
| TD Ameritrade Investment Management, LLC | 3,925 | $208.0K | 0.00% | −1,274−24.5% | Reduced |
| Holocene Advisors, LP | 3,945 | $208.7K | 0.00% | +3,945 | New |
| Toth Financial Advisory Corp | 3,953 | $209.1K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 3,960 | $209.5K | 0.19% | +3,960 | New |
| Marco Investment Management LLC | 3,978 | $210.5K | 0.02% | +3,978 | New |
| Huntington National Bank | 3,979 | $210.5K | 0.00% | +1,101+38.3% | Added |
| Retirement Income Solutions, Inc | 4,000 | $211.6K | 0.06% | +4,000 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $211.6K | 0.13% | +4,000 | New |
| Citizens Business Bank | 4,000 | $211.6K | 0.05% | +4,000 | New |
| Horizon Investments, LLC | 4,028 | $213.1K | 0.01% | +4,028 | New |
| Bogart Wealth, LLC | 4,046 | $214.1K | 0.01% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 4,075 | $216.0K | 0.53% | +4,075 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,105 | $217.2K | 0.01% | +3,338+435.2% | Added |
| Crown Wealth Group, LLC | 4,150 | $219.6K | 0.18% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,186 | $221.5K | 0.05% | +26+0.6% | Added |
| Destination Wealth Management | 4,192 | $221.8K | 0.01% | +97+2.4% | Added |
| Perigon Wealth Management, LLC | 4,227 | $223.6K | 0.01% | −350−7.6% | Reduced |
| Guild Investment Management, Inc. | 4,236 | $224.1K | 0.34% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,239 | $224.3K | 0.02% | +528+14.2% | Added |
| Strategic Financial Concepts, LLC | 4,310 | $228.1K | 0.09% | +4,310 | New |
| TRUE Private Wealth Advisors | 4,319 | $228.5K | 0.03% | −6,246−59.1% | Reduced |