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 |
|---|---|---|---|---|---|
| Hartford Investment Management Co | 25,904 | $1.37M | 0.05% | +3,520+15.7% | Added |
| Quantbot Technologies LP | 26,111 | $1.38M | 0.10% | +26,111 | New |
| KCM Investment Advisors LLC | 26,141 | $1.38M | 0.06% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 26,112 | $1.38M | 0.49% | +969+3.9% | Added |
| Ancora Advisors, LLC | 26,177 | $1.39M | 0.04% | +803+3.2% | Added |
| Globeflex Capital L P | 26,253 | $1.39M | 0.17% | −4,000−13.2% | Reduced |
| Richard P Slaughter Associates Inc | 26,474 | $1.40M | 0.46% | −185−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,637 | $1.41M | 0.01% | 00.0% | Unchanged |
| Sippican Capital Advisors | 26,902 | $1.42M | 1.36% | +25+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 27,358 | $1.45M | 0.03% | −150−0.5% | Reduced |
| Cubic Asset Management, LLC | 27,525 | $1.46M | 0.41% | −180−0.6% | Reduced |
| MSH Capital Advisors LLC | 28,033 | $1.48M | 0.63% | +3,285+13.3% | Added |
| Corrado Advisors, LLC | 28,183 | $1.49M | 0.99% | +2,600+10.2% | Added |
| Vident Investment Advisory, LLC | 28,858 | $1.53M | 0.05% | +442+1.6% | Added |
| US Bancorp | 28,896 | $1.53M | 0.00% | +1,031+3.7% | Added |
| CoreFirst Bank & Trust | 29,570 | $1.56M | 1.14% | −2,430−7.6% | Reduced |
| Madison Asset Management, LLC | 30,473 | $1.61M | 0.02% | −4,398−12.6% | Reduced |
| Rafferty Asset Management, LLC | 30,554 | $1.62M | 0.01% | +4,029+15.2% | Added |
| Capital Investment Advisors, LLC | 30,964 | $1.64M | 0.05% | +1,590+5.4% | Added |
| AQR Capital Management LLC | 31,516 | $1.65M | 0.00% | +4,574+17.0% | Added |
| Dumont & Blake Investment Advisors LLC | 31,234 | $1.65M | 0.56% | −255−0.8% | Reduced |
| Boston Private Wealth LLC | 31,666 | $1.68M | 0.02% | −4,697−12.9% | Reduced |
| Stock Yards Bank & Trust Co | 31,990 | $1.69M | 0.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 32,321 | $1.71M | 0.03% | +3,269+11.3% | Added |
| Holderness Investments Co | 32,843 | $1.74M | 0.69% | −25−0.1% | Reduced |
| Twelve Points Wealth Management LLC | 32,993 | $1.75M | 1.00% | +5,933+21.9% | Added |
| Ziegler Capital Management, LLC | 33,199 | $1.76M | 0.07% | +223+0.7% | Added |
| Green Alpha Advisors, LLC | 33,831 | $1.79M | 1.26% | +2,913+9.4% | Added |
| Ethic Inc. | 34,088 | $1.80M | 0.07% | −1,092−3.1% | Reduced |
| Czech National Bank | 34,248 | $1.81M | 0.04% | +203+0.6% | Added |
| Wolverine Asset Management LLC | 34,407 | $1.82M | 0.03% | −16,954−33.0% | Reduced |
| Pacitti Group Inc. | 34,541 | $1.83M | 1.34% | +1,299+3.9% | Added |
| Mariner, LLC | 35,240 | $1.86M | 0.01% | +949+2.8% | Added |
| Cyndeo Wealth Partners, LLC | 35,257 | $1.87M | 0.20% | +20.0% | Added |
| Soltis Investment Advisors LLC | 35,510 | $1.88M | 0.24% | +4,588+14.8% | Added |
| NorthCrest Asset Manangement, LLC | 35,627 | $1.89M | 0.08% | +27,215+323.5% | Added |
| Venture Visionary Partners LLC | 36,482 | $1.93M | 0.12% | +7,884+27.6% | Added |
| Public Employees Retirement Association of Colorado | 36,897 | $1.95M | 0.01% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 37,467 | $1.98M | 1.87% | +37,467 | New |
| Caption Management, LLC | 37,688 | $1.99M | 0.43% | +12,508+49.7% | Added |
| Gulf International Bank (UK) Ltd | 38,508 | $2.04M | 0.04% | −6,556−14.5% | Reduced |
| Candriam Luxembourg S.C.A. | 42,599 | $2.07M | 0.01% | +5,183+13.9% | Added |
| Shelton Capital Management | 39,469 | $2.09M | 0.09% | +39,469 | New |
| SeaBridge Investment Advisors LLC | 39,696 | $2.10M | 0.73% | −620−1.5% | Reduced |
| CI Private Wealth, LLC | 40,677 | $2.15M | 0.01% | +13,413+49.2% | Added |
| Disciplined Equity Management, Inc. | 40,765 | $2.16M | 1.83% | +50+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,057 | $2.17M | 0.10% | +916+2.3% | Added |
| Mutual of America Capital Management LLC | 41,600 | $2.20M | 0.03% | +71+0.2% | Added |
| Edgestream Partners, L.P. | 41,763 | $2.21M | 0.24% | +8,928+27.2% | Added |
| CIBC Asset Management Inc | 42,550 | $2.25M | 0.01% | +1,036+2.5% | Added |
| Macquarie Group Ltd | 42,923 | $2.27M | 0.00% | −53,913−55.7% | Reduced |
| National Asset Management, Inc. | 42,903 | $2.29M | 0.06% | −23,951−35.8% | Reduced |
| The PNC Financial Services Group, Inc. | 43,702 | $2.31M | 0.00% | +44+0.1% | Added |
| RB Capital Management, LLC | 43,991 | $2.33M | 0.76% | +412+0.9% | Added |
| State of Tennessee, Treasury Department | 44,595 | $2.36M | 0.01% | −53,887−54.7% | Reduced |
| Atria Wealth Solutions, Inc. | 44,279 | $2.36M | 0.03% | −3,722−7.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 45,004 | $2.38M | 0.00% | −38,263−46.0% | Reduced |
| Shell Asset Management Co | 45,569 | $2.41M | 0.10% | −133−0.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,736 | $2.42M | 0.01% | +3,292+7.8% | Added |
| Gotham Asset Management, LLC | 45,865 | $2.43M | 0.06% | −3,124−6.4% | Reduced |
| New York Life Investment Management LLC | 46,866 | $2.48M | 0.03% | −272−0.6% | Reduced |
| Independent Advisor Alliance | 47,698 | $2.52M | 0.12% | −988−2.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 47,888 | $2.53M | 0.00% | +4,383+10.1% | Added |
| D.A. Davidson & Co. | 48,454 | $2.55M | 0.03% | +2,815+6.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,283 | $2.61M | 0.02% | +142+0.3% | Added |
| IFM Investors Pty Ltd | 49,654 | $2.63M | 0.04% | +2,546+5.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 50,747 | $2.69M | 0.02% | +360+0.7% | Added |
| Franklin Resources Inc | 50,994 | $2.70M | 0.00% | −5,190−9.2% | Reduced |
| Railway Pension Investments Ltd | 51,300 | $2.71M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 51,314 | $2.72M | 0.04% | +200+0.4% | Added |
| Yousif Capital Management, LLC | 52,227 | $2.76M | 0.04% | −2,565−4.7% | Reduced |
| Werlinich Asset Management, LLC | 52,265 | $2.77M | 2.43% | −125−0.2% | Reduced |
| Employees Provident Fund Board | 53,000 | $2.80M | 0.07% | +53,000 | New |
| Eagle Asset Management Inc | 53,204 | $2.81M | 0.02% | +53,204 | New |
| DnB Asset Management AS | 54,723 | $2.90M | 0.02% | +9,634+21.4% | Added |
| National Bank of Canada | 55,297 | $2.93M | 0.01% | +30,658+124.4% | Added |
| HNP Capital LLC | 55,380 | $2.93M | 0.82% | −2,681−4.6% | Reduced |
| Catalyst Capital Advisors LLC | 56,100 | $2.97M | 0.09% | −4,000−6.7% | Reduced |
| ProShare Advisors LLC | 56,110 | $2.97M | 0.01% | −15,822−22.0% | Reduced |
| Duality Advisers, LP | 56,190 | $2.97M | 0.34% | +35,805+175.6% | Added |
| AE Wealth Management LLC | 56,217 | $2.97M | 0.02% | +116+0.2% | Added |
| Swiss Life Asset Management Ltd | 56,379 | $2.98M | 0.04% | −28,268−33.4% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $3.04M | 2.06% | +2,500+4.5% | Added |
| Baird Financial Group, Inc. | 58,056 | $3.07M | 0.01% | −1,311−2.2% | Reduced |
| Cetera Advisors LLC | 58,242 | $3.08M | 0.05% | +30,882+112.9% | Added |
| Xponance, Inc. | 59,488 | $3.15M | 0.05% | +1,419+2.4% | Added |
| CIBC World Markets Inc. | 60,218 | $3.19M | 0.01% | −1,545−2.5% | Reduced |
| Vectors Research Management, LLC | 60,466 | $3.20M | 0.82% | −2,022−3.2% | Reduced |
| Texas Permanent School Fund | 60,465 | $3.20M | 0.03% | +19,160+46.4% | Added |
| Tredje AP-fonden | 61,645 | $3.26M | 0.05% | +2,881+4.9% | Added |
| Cetera Investment Advisers | 61,770 | $3.27M | 0.03% | −9,988−13.9% | Reduced |
| Bramshill Investments, LLC | 61,869 | $3.27M | 0.39% | +1,143+1.9% | Added |
| Truvestments Capital LLC | 62,513 | $3.31M | 1.76% | −1,741−2.7% | Reduced |
| Mercer Global Advisors Inc | 62,582 | $3.31M | 0.02% | +3,385+5.7% | Added |
| Nissay Asset Management Corp | 63,045 | $3.34M | 0.03% | +291+0.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 64,684 | $3.42M | 0.05% | −2,200−3.3% | Reduced |
| Peapack Gladstone Financial Corp | 65,145 | $3.45M | 0.07% | +207+0.3% | Added |
| American Trust Investment Advisors, LLC | 65,646 | $3.47M | 2.09% | +1,595+2.5% | Added |
| Nepsis, Inc. | 65,681 | $3.48M | 1.16% | +423+0.6% | Added |
| HighTower Advisors, LLC | 66,436 | $3.51M | 0.01% | +1,929+3.0% | Added |