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, 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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 7,750 | $410.0K | 0.04% | −90−1.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,867 | $416.2K | 0.13% | +3,399+76.1% | Added |
| TownSquare Capital, LLC | 7,881 | $417.0K | 0.01% | −1,469−15.7% | Reduced |
| Thompson Davis & Co., Inc. | 8,000 | $423.3K | 0.55% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,023 | $424.5K | 0.00% | +148+1.9% | Added |
| Raymond James Trust N.A. | 8,069 | $427.0K | 0.01% | +479+6.3% | Added |
| Atlas Capital Advisors LLC | 8,171 | $432.3K | 0.07% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,872 | $434.3K | 0.02% | +1,306+19.9% | Added |
| Atwood & Palmer Inc | 8,250 | $436.5K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,255 | $436.8K | 0.02% | +35+0.4% | Added |
| Oppenheimer Asset Management Inc. | 8,277 | $437.9K | 0.01% | +8,277 | New |
| Ossiam | 8,291 | $438.7K | 0.01% | +1,827+28.3% | Added |
| Estabrook Capital Management | 8,373 | $443.0K | 0.08% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,396 | $444.0K | 0.04% | +1,362+19.4% | Added |
| Veritable, L.P. | 8,401 | $444.5K | 0.01% | +122+1.5% | Added |
| BTC Capital Management, Inc. | 8,454 | $447.3K | 0.05% | −3,042−26.5% | Reduced |
| Verus Capital Partners, LLC | 8,585 | $454.2K | 0.07% | −363−4.1% | Reduced |
| Verition Fund Management LLC | 8,604 | $455.2K | 0.01% | +8,604 | New |
| H&H Retirement Design & Management INC | 8,523 | $458.2K | 0.29% | −10.0% | Reduced |
| Ieq Capital, LLC | 8,663 | $458.4K | 0.01% | +2,162+33.3% | Added |
| Everence Capital Management Inc | 8,670 | $459.0K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8,241 | $461.1K | 0.00% | +1,280+18.4% | Added |
| Integrated Wealth Concepts LLC | 8,797 | $465.0K | 0.01% | +2,965+50.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,868 | $469.2K | 0.01% | +1,614+22.2% | Added |
| Acadian Asset Management LLC | 8,967 | $474.0K | 0.00% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 8,996 | $476.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9,004 | $476.4K | 0.16% | −102−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,139 | $483.5K | 0.01% | +28+0.3% | Added |
| Wedbush Securities Inc | 9,202 | $487.0K | 0.02% | −400−4.2% | Reduced |
| Wetherby Asset Management Inc | 9,241 | $488.9K | 0.03% | +1,322+16.7% | Added |
| FDx Advisors, Inc. | 9,815 | $489.0K | 0.02% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 9,250 | $489.4K | 0.17% | +100+1.1% | Added |
| Marshall Wace, LLP | 9,257 | $489.8K | 0.00% | −525,999−98.3% | Reduced |
| Demars Financial Group, LLC | 9,262 | $490.1K | 0.27% | −419−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,267 | $490.3K | 0.01% | −145−1.5% | Reduced |
| Heartland Bank & Trust Co | 9,328 | $493.5K | 0.37% | +509+5.8% | Added |
| Cardinal Point Capital Management, ULC | 9,500 | $508.5K | 0.15% | +1,700+21.8% | Added |
| Tower Research Capital LLC (TRC) | 9,640 | $510.0K | 0.02% | −1,201−11.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,650 | $510.6K | 0.00% | −66,493−87.3% | Reduced |
| Bailard, Inc. | 9,711 | $513.8K | 0.02% | −1,405−12.6% | Reduced |
| Merit Financial Group, LLC | 9,770 | $516.9K | 0.02% | +127+1.3% | Added |
| Atlantic Union Bankshares Corp | 9,794 | $518.2K | 0.05% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 10,655 | $518.8K | 0.55% | −750−6.6% | Reduced |
| Armor Investment Advisors, LLC | 9,810 | $519.0K | 0.30% | +246+2.6% | Added |
| Community Bank of Raymore | 9,910 | $524.3K | 0.20% | +1,520+18.1% | Added |
| Founders Financial Alliance, LLC | 10,027 | $528.9K | 0.26% | −585−5.5% | Reduced |
| One Charles Private Wealth Services, LLC | 10,002 | $529.2K | 0.33% | +2,019+25.3% | Added |
| Montag A & Associates Inc | 9,894 | $529.6K | 0.03% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 10,038 | $531.0K | 0.01% | −167−1.6% | Reduced |
| Plimoth Trust Co LLC | 10,078 | $533.2K | 0.17% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 10,078 | $533.2K | 0.39% | +58+0.6% | Added |
| Colonial River Wealth Management, LLC | 10,084 | $533.5K | 0.31% | +245+2.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $541.8K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,344 | $547.0K | 0.04% | −73−0.7% | Reduced |
| Madden Securities Corp | 10,475 | $554.2K | 0.29% | −35,459−77.2% | Reduced |
| APG Asset Management N.V. | 11,405 | $555.4K | 0.00% | −16,970−59.8% | Reduced |
| Independent Financial Group, LLC | 10,578 | $559.7K | 0.04% | +20.0% | Added |
| Drive Wealth Management, LLC | 10,657 | $570.6K | 0.24% | +10,657 | New |
| Fayez Sarofim & Co | 10,786 | $570.7K | 0.00% | −1,179−9.9% | Reduced |
| Atlantic Private Wealth, LLC | 10,852 | $574.2K | 0.60% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 10,912 | $577.4K | 0.23% | −152−1.4% | Reduced |
| Hunter Associates Investment Management LLC | 10,900 | $578.0K | 0.12% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 11,060 | $585.2K | 0.29% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,172 | $591.1K | 0.03% | −362−3.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 11,176 | $591.3K | 0.05% | +116+1.0% | Added |
| Outlook Wealth Advisors, LLC | 11,195 | $592.3K | 0.26% | +67+0.6% | Added |
| Strategic Investment Advisors | 11,278 | $596.7K | 0.11% | −74−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 11,309 | $598.4K | 0.11% | −1,364−10.8% | Reduced |
| Adelante Capital Management LLC | 11,405 | $603.0K | 0.05% | +11,405 | New |
| Assenagon Asset Management S.A. | 11,460 | $606.3K | 0.00% | −211−1.8% | Reduced |
| Proequities, Inc. | 11,345 | $607.2K | 0.05% | +1,269+12.6% | Added |
| Wellington Shields & Co., LLC | 11,483 | $607.6K | 0.14% | 00.0% | Unchanged |
| Delta Capital Management LLC | 11,510 | $609.0K | 0.43% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,634 | $616.6K | 0.00% | +1,742+17.6% | Added |
| Retirement Planning Co of New England, Inc. | 11,831 | $626.0K | 0.38% | +75+0.6% | Added |
| Park Avenue Securities LLC | 11,928 | $631.0K | 0.01% | +931+8.5% | Added |
| Archer Investment Corp | 12,000 | $633.8K | 0.23% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,025 | $636.0K | 0.01% | +12,025 | New |
| Monument Capital Management | 12,162 | $643.5K | 0.22% | −12,352−50.4% | Reduced |
| Kinneret Advisory, LLC | 12,114 | $648.4K | 0.08% | −651−5.1% | Reduced |
| HM Payson & Co | 12,264 | $648.9K | 0.02% | 00.0% | Unchanged |
| Cipher Capital LP | 12,321 | $651.9K | 0.12% | −21,286−63.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,326 | $652.2K | 0.05% | +429+3.6% | Added |
| Naviter Wealth, LLC | 12,229 | $652.8K | 0.23% | +3,825+45.5% | Added |
| Abbot Financial Management, Inc. | 12,450 | $658.7K | 0.44% | −1,600−11.4% | Reduced |
| Pearl River Capital, LLC | 12,705 | $672.2K | 0.11% | +2,070+19.5% | Added |
| Coastal Investment Advisors, Inc. | 12,706 | $672.3K | 0.16% | +1,940+18.0% | Added |
| Prudent Man Advisors, LLC | 12,781 | $676.0K | 0.26% | −272−2.1% | Reduced |
| Metis Global Partners, LLC | 12,829 | $678.8K | 0.04% | +2,955+29.9% | Added |
| Focus Financial Network, Inc. | 12,807 | $685.6K | 0.04% | +497+4.0% | Added |
| NewEdge Wealth, LLC | 12,975 | $686.5K | 0.03% | +7,622+142.4% | Added |
| Csenge Advisory Group | 13,053 | $690.6K | 0.05% | −301−2.3% | Reduced |
| Princeton Capital Management LLC | 13,084 | $692.3K | 0.30% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,371 | $692.5K | 0.18% | −302−2.2% | Reduced |
| Centersquare Investment Management LLC | 13,337 | $705.7K | 0.01% | +13,337 | New |
| Contravisory Investment Management, Inc. | 13,417 | $709.9K | 0.20% | +240+1.8% | Added |
| New Mexico Educational Retirement Board | 13,440 | $711.0K | 0.04% | −400−2.9% | Reduced |
| Pathstone Family Office, LLC | 13,323 | $712.4K | 0.01% | −9,074−40.5% | Reduced |
| Advisor Partners II, LLC | 13,614 | $720.3K | 0.04% | −505−3.6% | Reduced |
| Widmann Financial Services, Inc. | 13,659 | $722.7K | 0.73% | −200−1.4% | Reduced |