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 |
|---|---|---|---|---|---|
| JustInvest LLC | 13,732 | $726.6K | 0.03% | −9,734−41.5% | Reduced |
| C2C Wealth Management, LLC | 13,690 | $741.6K | 0.12% | +13,690 | New |
| Columbia Asset Management | 14,259 | $754.0K | 0.17% | −1,293−8.3% | Reduced |
| Transatlantique Private Wealth LLC | 14,372 | $760.4K | 0.42% | −12−0.1% | Reduced |
| Sigma Planning Corp | 14,444 | $764.3K | 0.03% | +53+0.4% | Added |
| DoubleLine ETF Adviser LP | 14,641 | $774.7K | 0.33% | +1,733+13.4% | Added |
| Ahrens Investment Partners LLC | 14,782 | $782.1K | 0.39% | −2,470−14.3% | Reduced |
| Wolverine Trading, LLC | 15,196 | $787.0K | 0.02% | +8,426+124.5% | Added |
| Capital Investment Advisory Services, LLC | 14,911 | $788.9K | 0.09% | −680−4.4% | Reduced |
| Beacon Financial Advisory LLC | 14,945 | $790.8K | 0.50% | +15+0.1% | Added |
| GWM Advisors LLC | 15,117 | $799.8K | 0.01% | −15,166−50.1% | Reduced |
| E. Ohman J:or Asset Management AB | 15,553 | $822.9K | 0.03% | +3,600+30.1% | Added |
| Measured Wealth Private Client Group, LLC | 15,664 | $828.8K | 0.32% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,672 | $829.0K | 0.18% | −640−3.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,697 | $830.5K | 0.10% | +15,697 | New |
| MAI Capital Management | 15,711 | $831.3K | 0.01% | −202−1.3% | Reduced |
| Bank of Nova Scotia | 15,813 | $836.6K | 0.00% | −5,147−24.6% | Reduced |
| DuPont Capital Management Corp | 15,869 | $839.6K | 0.04% | −15,589−49.6% | Reduced |
| PGGM Investments | 15,972 | $845.0K | 0.01% | +15,972 | New |
| TFG Advisers LLC | 16,039 | $848.6K | 0.41% | +1,929+13.7% | Added |
| First National Trust Co | 16,151 | $854.5K | 0.05% | +94+0.6% | Added |
| Cresset Asset Management, LLC | 16,001 | $855.4K | 0.02% | +195+1.2% | Added |
| Bleakley Financial Group, LLC | 16,202 | $857.3K | 0.03% | +818+5.3% | Added |
| Colony Group LLC | 16,470 | $871.0K | 0.01% | +11,580+236.8% | Added |
| Qube Research & Technologies Ltd | 16,724 | $884.9K | 0.01% | −4,823−22.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,759 | $887.0K | 0.04% | +12,682+311.1% | Added |
| Coppell Advisory Solutions LLC | 17,128 | $887.1K | 0.30% | −281−1.6% | Reduced |
| Coppell Advisory Solutions Corp. | 17,128 | $887.1K | 0.30% | −281−1.6% | Reduced |
| Eqis Capital Management, Inc. | 16,838 | $890.9K | 0.10% | −2,667−13.7% | Reduced |
| Advisory Research Inc | 16,901 | $894.2K | 0.15% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 16,923 | $895.0K | 0.08% | 00.0% | Unchanged |
| Schroder Investment Management Group | 16,969 | $897.8K | 0.00% | +1,623+10.6% | Added |
| Essex Financial Services, Inc. | 16,979 | $898.4K | 0.09% | +125+0.7% | Added |
| Strait & Sound Wealth Management LLC | 17,367 | $918.9K | 0.91% | +62+0.4% | Added |
| Level Four Advisory Services, LLC | 17,442 | $922.9K | 0.06% | +2,627+17.7% | Added |
| Hilltop Holdings Inc. | 17,465 | $924.1K | 0.13% | +816+4.9% | Added |
| Roman Butler Fullerton & Co | 17,118 | $928.8K | 0.46% | −404−2.3% | Reduced |
| Hancock Whitney Corp | 17,764 | $939.0K | 0.04% | +689+4.0% | Added |
| Childress Capital Advisors, LLC | 17,900 | $947.1K | 0.42% | −13,888−43.7% | Reduced |
| Morse Asset Management, Inc | 17,915 | $948.0K | 0.32% | +8,545+91.2% | Added |
| Royal Fund Management, LLC | 17,993 | $952.0K | 0.14% | +1,434+8.7% | Added |
| American Assets Capital Advisers, LLC | 18,300 | $968.3K | 0.23% | +18,300 | New |
| Prudential PLC | 18,353 | $971.1K | 0.01% | +2,923+18.9% | Added |
| Lincoln National Corp | 18,633 | $985.8K | 0.02% | +302+1.6% | Added |
| Fagan Associates, Inc. | 18,680 | $988.4K | 0.25% | −393−2.1% | Reduced |
| Toroso Investments, LLC | 18,733 | $991.0K | 0.03% | +1,098+6.2% | Added |
| PFG Investments, LLC | 18,771 | $993.2K | 0.20% | +18,771 | New |
| Louisiana State Employees Retirement System | 18,900 | $1.00M | 0.03% | +100+0.5% | Added |
| Pathway Financial Advisers, LLC | 19,162 | $1.01M | 0.41% | +708+3.8% | Added |
| KBC Group NV | 19,208 | $1.02M | 0.00% | +6,125+46.8% | Added |
| Ostrum Asset Management | 19,265 | $1.02M | 0.09% | +19,265 | New |
| Heritage Trust Co | 19,365 | $1.02M | 0.16% | +2,869+17.4% | Added |
| Invst, LLC | 18,791 | $1.03M | 0.16% | −121−0.6% | Reduced |
| Hudson Portfolio Management LLC | 19,591 | $1.04M | 1.16% | −750−3.7% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $1.04M | 0.12% | 00.0% | Unchanged |
| Lavaca Capital LLC | 19,230 | $1.05M | 0.25% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 20,188 | $1.07M | 0.01% | −1,337−6.2% | Reduced |
| Trust Investment Advisors | 20,434 | $1.08M | 0.97% | −475−2.3% | Reduced |
| Nordea Investment Management AB | 20,732 | $1.08M | 0.00% | +965+4.9% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $1.08M | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 20,506 | $1.08M | 0.01% | −163−0.8% | Reduced |
| Commerce Bank | 20,607 | $1.09M | 0.01% | +993+5.1% | Added |
| Terra Nova Asset Management LLC | 20,746 | $1.10M | 1.08% | +687+3.4% | Added |
| Fiduciary Trust Co | 21,349 | $1.13M | 0.02% | −780−3.5% | Reduced |
| Future Financial Wealth Managment LLC | 21,562 | $1.14M | 1.26% | −247−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 21,878 | $1.16M | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 21,938 | $1.16M | 0.06% | −50−0.2% | Reduced |
| TrimTabs Asset Management, LLC | 21,953 | $1.16M | 0.62% | +2,860+15.0% | Added |
| Metropolitan Life Insurance Co | 21,967 | $1.16M | 0.06% | −3,416−13.5% | Reduced |
| Reik & Co., LLC | 21,990 | $1.16M | 0.34% | −990−4.3% | Reduced |
| Sawtooth Solutions, LLC | 22,081 | $1.17M | 0.03% | +3,140+16.6% | Added |
| McMillion Capital Management Inc | 22,132 | $1.17M | 1.10% | −1,285−5.5% | Reduced |
| Virginia Retirement Systems Et Al | 22,300 | $1.18M | 0.01% | −14,400−39.2% | Reduced |
| Oregon Public Employees Retirement Fund | 22,439 | $1.19M | 0.01% | −1,545−6.4% | Reduced |
| Herbst Group, LLC | 22,500 | $1.19M | 0.84% | −300−1.3% | Reduced |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.19M | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 22,500 | $1.19M | 0.27% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,695 | $1.20M | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 22,949 | $1.22M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 22,986 | $1.22M | 0.04% | +132+0.6% | Added |
| Alps Advisors Inc | 23,283 | $1.23M | 0.01% | +527+2.3% | Added |
| Elo Mutual Pension Insurance Co | 23,320 | $1.23M | 0.04% | +833+3.7% | Added |
| Apollon Wealth Management, LLC | 23,811 | $1.26M | 0.08% | +316+1.3% | Added |
| Donoghue Forlines LLC | 24,135 | $1.28M | 0.46% | −31,497−56.6% | Reduced |
| Davenport & Co LLC | 24,149 | $1.28M | 0.01% | +1,935+8.7% | Added |
| Foster & Motley Inc | 24,255 | $1.28M | 0.10% | +5,182+27.2% | Added |
| Securian Asset Management, Inc | 24,331 | $1.29M | 0.03% | +221+0.9% | Added |
| Cascade Investment Group, Inc. | 24,437 | $1.29M | 1.27% | −291−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,524 | $1.30M | 0.06% | −1,716−6.5% | Reduced |
| RFG Advisory, LLC | 24,778 | $1.31M | 0.06% | −651−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 24,818 | $1.31M | 0.28% | −1,920−7.2% | Reduced |
| Gables Capital Management Inc. | 24,860 | $1.32M | 0.92% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 24,893 | $1.32M | 0.11% | +101+0.4% | Added |
| Walleye Trading LLC | 25,129 | $1.33M | 0.05% | −33,682−57.3% | Reduced |
| Pensionfund Sabic | 25,500 | $1.35M | 0.47% | 00.0% | Unchanged |
| Creative Planning | 25,552 | $1.35M | 0.00% | +5,714+28.8% | Added |
| Advisory Services Network, LLC | 25,659 | $1.36M | 0.04% | +341+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,685 | $1.36M | 0.08% | +10,300+66.9% | Added |
| Mackenzie Financial Corp | 25,866 | $1.37M | 0.00% | +335+1.3% | Added |
| British Columbia Investment Management Corp | 25,886 | $1.37M | 0.01% | +308+1.2% | Added |