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 |
|---|---|---|---|---|---|
| Curi Capital | 4,327 | $228.9K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,288 | $229.6K | 0.02% | −159−3.6% | Reduced |
| Edmp, Inc. | 4,387 | $232.1K | 0.23% | −270−5.8% | Reduced |
| XML Financial, LLC | 4,427 | $234.2K | 0.03% | +43+1.0% | Added |
| Brinker Capital Investments, LLC | 4,460 | $236.0K | 0.00% | −55−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 4,460 | $236.0K | 0.00% | +4,460 | New |
| Kula Investments, LLC | 4,465 | $236.2K | 0.06% | +4,465 | New |
| Dakota Wealth Management | 4,487 | $237.4K | 0.02% | +4,487 | New |
| Bradley Foster & Sargent Inc | 4,501 | $238.1K | 0.01% | −3−0.1% | Reduced |
| Flputnam Investment Management Co | 4,502 | $238.2K | 0.01% | +4,502 | New |
| Welch Group, LLC | 4,531 | $239.7K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,552 | $240.8K | 0.05% | −657−12.6% | Reduced |
| Profund Advisors LLC | 4,575 | $242.1K | 0.01% | −1,008−18.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,585 | $242.6K | 0.02% | −143−3.0% | Reduced |
| Boston Financial Mangement LLC | 4,600 | $243.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,628 | $245.0K | 0.00% | −392−7.8% | Reduced |
| Howland Capital Management LLC | 4,616 | $247.1K | 0.01% | −600−11.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,683 | $247.8K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,692 | $248.3K | 0.10% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,724 | $249.0K | 0.19% | +24+0.5% | Added |
| Advisor Resource Council | 4,659 | $249.2K | 0.06% | +4,659 | New |
| Wulff, Hansen & Co. | 4,720 | $249.7K | 0.29% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 4,754 | $251.5K | 0.03% | +4,754 | New |
| Foundations Investment Advisors, LLC | 4,776 | $252.7K | 0.01% | +4,776 | New |
| DFPG Investments, LLC | 4,815 | $254.8K | 0.03% | +4,815 | New |
| Brown Brothers Harriman & Co | 4,820 | $255.0K | 0.00% | +187+4.0% | Added |
| Jefferies Financial Group Inc. | 4,825 | $255.3K | 0.01% | +4,825 | New |
| Verdence Capital Advisors LLC | 4,834 | $255.8K | 0.03% | +41+0.9% | Added |
| L.M. Kohn & Company | 4,875 | $257.9K | 0.11% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,886 | $258.5K | 0.01% | +4,886 | New |
| Perfromance Wealth Partners, LLC | 4,889 | $258.7K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 4,935 | $261.2K | 0.07% | +1,299+35.7% | Added |
| Dorsey Wright & Associates | 4,992 | $264.0K | 0.08% | −34−0.7% | Reduced |
| West Wealth Group, LLC | 5,000 | $264.6K | 0.12% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 5,006 | $264.9K | 0.09% | +5,006 | New |
| Richard W. Paul & Associates, LLC | 5,019 | $265.6K | 0.12% | +109+2.2% | Added |
| Financial Management Professionals, Inc. | 5,114 | $271.0K | 0.05% | +520+11.3% | Added |
| Morris Retirement Advisors, LLC | 5,128 | $271.3K | 0.20% | +5,128 | New |
| Pinnacle Family Advisors, LLC | 5,162 | $273.1K | 0.17% | +31+0.6% | Added |
| Essex Savings Bank | 5,167 | $273.3K | 0.10% | 00.0% | Unchanged |
| Coastline Trust Co | 5,196 | $274.9K | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 5,200 | $275.1K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,200 | $275.1K | 0.15% | +5,200 | New |
| Jane Street Group, LLC | 5,283 | $279.5K | 0.00% | −6,364−54.6% | Reduced |
| Washington Trust Co | 5,332 | $282.1K | 0.01% | −70−1.3% | Reduced |
| HB Wealth Management, LLC | 5,342 | $282.6K | 0.00% | +501+10.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,494 | $290.7K | 0.07% | +10+0.2% | Added |
| Grey Street Capital, LLC | 5,580 | $295.2K | 0.21% | +5,580 | New |
| Industrial Alliance Investment Management Inc. | 5,643 | $299.0K | 0.01% | +5,643 | New |
| Independent Solutions Wealth Management, LLC | 5,749 | $304.2K | 0.09% | +20.0% | Added |
| Griffin Asset Management, Inc. | 5,798 | $306.8K | 0.04% | +19+0.3% | Added |
| Two Sigma Investments, LP | 5,824 | $308.1K | 0.00% | −29,832−83.7% | Reduced |
| Alberta Investment Management Corp | 5,900 | $312.2K | 0.00% | +5,900 | New |
| Stevens Capital Management LP | 5,934 | $314.0K | 0.08% | −139−2.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,941 | $314.3K | 0.01% | −287−4.6% | Reduced |
| Garden State Investment Advisory Services LLC | 5,944 | $317.6K | 0.16% | +5+0.1% | Added |
| Flagship Harbor Advisors, LLC | 6,018 | $318.4K | 0.03% | +315+5.5% | Added |
| GM Advisory Group, Inc. | 6,051 | $320.2K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,054 | $320.3K | 0.05% | −17,778−74.6% | Reduced |
| SFG Wealth Management, LLC. | 6,058 | $320.5K | 0.36% | −997−14.1% | Reduced |
| Private Portfolio Partners LLC | 6,074 | $321.4K | 0.09% | +7+0.1% | Added |
| Intrua Financial, LLC | 5,958 | $328.2K | 0.07% | −170−2.8% | Reduced |
| CWM, LLC | 6,237 | $330.0K | 0.00% | +2,086+50.3% | Added |
| Principle Wealth Partners LLC | 6,245 | $330.4K | 0.04% | +195+3.2% | Added |
| Southland Equity Partners LLC | 6,258 | $331.1K | 0.13% | −54−0.9% | Reduced |
| Equitable Holdings, Inc. | 6,385 | $337.8K | 0.01% | +6,385 | New |
| Oppenheimer & Co Inc | 6,389 | $338.0K | 0.01% | −23−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,416 | $339.5K | 0.01% | −72−1.1% | Reduced |
| Accuvest Global Advisors | 6,473 | $342.0K | 0.15% | −6,473−50.0% | Reduced |
| Banque Cantonale Vaudoise | 6,457 | $342.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,577 | $348.0K | 0.02% | −120−1.8% | Reduced |
| Coldstream Capital Management Inc | 6,595 | $348.9K | 0.01% | −597−8.3% | Reduced |
| E&G Advisors, LP | 6,625 | $350.5K | 0.13% | +125+1.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,683 | $353.6K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 6,623 | $354.5K | 0.02% | +1,150+21.0% | Added |
| Centaurus Financial, Inc. | 6,746 | $357.0K | 0.03% | +777+13.0% | Added |
| Sculati Wealth Management, LLC | 6,801 | $359.8K | 0.19% | −545−7.4% | Reduced |
| Vestcor Inc | 6,894 | $365.0K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,905 | $365.3K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 6,954 | $367.9K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,970 | $368.8K | 0.02% | −411−5.6% | Reduced |
| Ullmann Financial Group, Inc. | 6,994 | $370.1K | 0.08% | +86+1.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,091 | $375.2K | 0.03% | +60+0.9% | Added |
| Capital International Inc | 7,110 | $376.2K | 0.01% | +107+1.5% | Added |
| Kingsview Wealth Management, LLC | 7,143 | $377.9K | 0.02% | +283+4.1% | Added |
| Hudson Valley Investment Advisors Inc | 7,145 | $378.0K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,166 | $379.1K | 0.02% | +3,530+97.1% | Added |
| Checchi Capital Advisers, LLC | 7,231 | $382.6K | 0.04% | +1,131+18.5% | Added |
| Fiduciary Group LLC | 7,250 | $383.6K | 0.05% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,279 | $385.2K | 0.08% | +12+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 7,316 | $387.1K | 0.02% | +649+9.7% | Added |
| LMR Partners LLP | 7,336 | $388.1K | 0.01% | −29,849−80.3% | Reduced |
| Augustine Asset Management Inc | 7,410 | $392.1K | 0.19% | +251+3.5% | Added |
| Greenleaf Trust | 7,443 | $393.8K | 0.00% | −13−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 7,444 | $393.9K | 0.05% | +778+11.7% | Added |
| Redhawk Wealth Advisors, Inc. | 7,472 | $395.3K | 0.13% | −695−8.5% | Reduced |
| Balyasny Asset Management LLC | 7,490 | $396.3K | 0.00% | −17,103−69.5% | Reduced |
| Integrated Advisors Network LLC | 7,584 | $401.3K | 0.02% | −19−0.2% | Reduced |
| Glenmede Trust Co NA | 7,710 | $407.9K | 0.00% | −231−2.9% | Reduced |
| Scotia Capital Inc. | 7,721 | $408.7K | 0.00% | −1,069−12.2% | Reduced |