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 |
|---|---|---|---|---|---|
| Oliver Luxxe Assets LLC | 67,233 | $3.56M | 0.94% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,332 | $3.56M | 0.06% | +3,856+6.1% | Added |
| Public Sector Pension Investment Board | 67,650 | $3.58M | 0.03% | +434+0.6% | Added |
| Forsta Ap-Fonden | 68,500 | $3.62M | 0.04% | −95,700−58.3% | Reduced |
| Truist Financial Corp | 69,552 | $3.68M | 0.01% | −5,247−7.0% | Reduced |
| Wealthfront Advisers LLC | 69,764 | $3.69M | 0.02% | −50−0.1% | Reduced |
| NEIRG Wealth Management, LLC | 70,721 | $3.74M | 0.65% | +3,294+4.9% | Added |
| Janus Henderson Group PLC | 70,833 | $3.75M | 0.00% | +32,654+85.5% | Added |
| Tectonic Advisors LLC | 71,206 | $3.77M | 0.52% | +13,933+24.3% | Added |
| Moors & Cabot, Inc. | 72,119 | $3.82M | 0.26% | −8,186−10.2% | Reduced |
| Salem Investment Counselors Inc | 71,804 | $3.84M | 0.15% | −7,044−8.9% | Reduced |
| Burney Co | 74,366 | $3.93M | 0.19% | −2,434−3.2% | Reduced |
| Hourglass Capital, LLC | 75,450 | $3.99M | 1.44% | −1,300−1.7% | Reduced |
| Westwood Holdings Group Inc. | 76,200 | $4.03M | 0.04% | +76,200 | New |
| Woodstock Corp | 77,159 | $4.08M | 0.52% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 77,262 | $4.09M | 2.21% | +8,744+12.8% | Added |
| Baker Ellis Asset Management LLC | 77,305 | $4.09M | 0.73% | −9,817−11.3% | Reduced |
| MML Investors Services, LLC | 77,376 | $4.09M | 0.03% | −2,290−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 79,580 | $4.21M | 0.01% | −40,261−33.6% | Reduced |
| State of Michigan Retirement System | 79,846 | $4.22M | 0.03% | +800+1.0% | Added |
| Avantax Advisory Services, Inc. | 80,312 | $4.25M | 0.05% | +2,836+3.7% | Added |
| American International Group, Inc. | 80,328 | $4.25M | 0.03% | +237+0.3% | Added |
| Fifth Third Bancorp | 82,233 | $4.35M | 0.02% | −1,449−1.7% | Reduced |
| Advisors Asset Management, Inc. | 82,369 | $4.36M | 0.09% | +9,649+13.3% | Added |
| TD Private Client Wealth LLC | 83,033 | $4.39M | 0.20% | +1,018+1.2% | Added |
| La Banque Postale Asset Management SA | 83,494 | $4.42M | 0.11% | −3,995−4.6% | Reduced |
| MetLife Investment Management | 83,599 | $4.42M | 0.03% | −879−1.0% | Reduced |
| Arizona State Retirement System | 84,519 | $4.47M | 0.04% | +2,239+2.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 84,596 | $4.48M | 0.23% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 84,868 | $4.49M | 0.04% | −1,893−2.2% | Reduced |
| Siemens Fonds Invest GmbH | 85,449 | $4.52M | 0.47% | −58−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,063 | $4.55M | 0.01% | −127,916−59.8% | Reduced |
| Westpac Banking Corp | 86,195 | $4.56M | 0.06% | −3,573−4.0% | Reduced |
| USS Investment Management Ltd | 87,977 | $4.65M | 0.06% | +2,417+2.8% | Added |
| Sonora Investment Management Group, LLC | 91,363 | $4.83M | 0.42% | −1,391−1.5% | Reduced |
| Chicago Capital, LLC | 92,156 | $4.88M | 0.24% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 93,247 | $4.93M | 0.03% | +8,900+10.6% | Added |
| AXA S.A. | 93,625 | $4.95M | 0.02% | −198,283−67.9% | Reduced |
| PFS Investments Inc. | 94,752 | $4.96M | 0.09% | +4,330+4.8% | Added |
| Ensign Peak Advisors, Inc | 95,901 | $5.07M | 0.01% | +6,565+7.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,113 | $5.24M | 0.03% | −3,062−3.0% | Reduced |
| M&T Bank Corp | 100,350 | $5.31M | 0.02% | −201−0.2% | Reduced |
| Point72 Asset Management, L.P. | 101,700 | $5.38M | 0.02% | +101,700 | New |
| Victory Capital Management Inc | 101,797 | $5.39M | 0.01% | −4,834−4.5% | Reduced |
| Amalgamated Bank | 101,825 | $5.39M | 0.05% | −7,298−6.7% | Reduced |
| Azimuth Capital Investment Management LLC | 105,240 | $5.57M | 0.27% | −1,605−1.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 106,115 | $5.61M | 0.55% | +2,896+2.8% | Added |
| Vert Asset Management LLC | 108,007 | $5.71M | 3.37% | +42,338+64.5% | Added |
| Royal London Asset Management Ltd | 108,143 | $5.72M | 0.02% | +6,994+6.9% | Added |
| CIBC World Markets Corp | 109,246 | $5.78M | 0.09% | −18,705−14.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 112,053 | $5.93M | 0.03% | −9,660−7.9% | Reduced |
| Daiwa Securities Group Inc. | 113,715 | $6.02M | 0.04% | +11,165+10.9% | Added |
| James Hambro & Partners | 120,634 | $6.38M | 0.47% | +1,487+1.2% | Added |
| Thrivent Financial for Lutherans | 123,135 | $6.51M | 0.02% | +65,612+114.1% | Added |
| Cetera Advisor Networks LLC | 123,591 | $6.54M | 0.05% | +9,420+8.3% | Added |
| Erste Asset Management GmbH | 130,800 | $6.76M | 0.13% | +23,400+21.8% | Added |
| Treasurer of the State of North Carolina | 130,267 | $6.89M | 0.04% | +820+0.6% | Added |
| EWG Elevate Inc. | 130,355 | $6.90M | 2.94% | −742−0.6% | Reduced |
| Ar Asset Management Inc | 131,600 | $6.96M | 1.87% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 135,384 | $7.16M | 0.02% | +5,385+4.1% | Added |
| La Financiere de L'Echiquier | 135,531 | $7.17M | 0.38% | −23,619−14.8% | Reduced |
| WealthTrust Axiom LLC | 135,742 | $7.18M | 2.45% | −4,297−3.1% | Reduced |
| Snowden Capital Advisors LLC | 137,192 | $7.26M | 0.28% | −1,192−0.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 138,609 | $7.33M | 0.17% | −5,650−3.9% | Reduced |
| Aew Capital Management L P | 142,910 | $7.56M | 0.28% | +21,280+17.5% | Added |
| Ardsley Advisory Partners LP | 145,000 | $7.67M | 1.68% | −10,000−6.5% | Reduced |
| Public Employees Retirement System of Ohio | 148,676 | $7.87M | 0.03% | −6,307−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 148,876 | $7.88M | 0.01% | −1,283−0.9% | Reduced |
| Standard Life Aberdeen plc | 156,461 | $8.28M | 0.02% | +9,222+6.3% | Added |
| State of Wisconsin Investment Board | 159,807 | $8.46M | 0.03% | +50,566+46.3% | Added |
| Teacher Retirement System of Texas | 162,035 | $8.57M | 0.06% | +17,372+12.0% | Added |
| State of New Jersey Common Pension Fund D | 163,879 | $8.67M | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 165,473 | $8.76M | 0.36% | −1,420−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 165,660 | $8.77M | 0.07% | +17,698+12.0% | Added |
| Adage Capital Partners GP, L.L.C. | 166,052 | $8.79M | 0.02% | −129,600−43.8% | Reduced |
| Andra AP-fonden | 166,200 | $8.79M | 0.23% | +24,700+17.5% | Added |
| Toronto Dominion Bank | 168,936 | $8.93M | 0.01% | +6,857+4.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 168,940 | $8.94M | 0.04% | +1,733+1.0% | Added |
| Janney Montgomery Scott LLC | 170,627 | $9.03M | 0.04% | +10,512+6.6% | Added |
| Millennium Management LLC | 170,874 | $9.04M | 0.01% | +135,947+389.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 175,721 | $9.30M | 0.97% | +327+0.2% | Added |
| Susquehanna International Group, LLP | 177,302 | $9.38M | 0.01% | +39,001+28.2% | Added |
| Trust Co of Virginia | 177,449 | $9.39M | 1.04% | +1,032+0.6% | Added |
| Sargent Investment Group, LLC | 184,650 | $9.79M | 2.58% | −5,353−2.8% | Reduced |
| Storebrand Asset Management AS | 185,356 | $9.81M | 0.05% | −973−0.5% | Reduced |
| SEI Investments Co | 188,216 | $9.96M | 0.02% | +70,553+60.0% | Added |
| State of Alaska, Department of Revenue | 190,406 | $10.1M | 0.12% | +3,320+1.8% | Added |
| Commonwealth Equity Services, LLC | 191,713 | $10.1M | 0.02% | +5,191+2.8% | Added |
| Hall Private Wealth Advisors | 199,442 | $10.6M | 5.50% | −48,820−19.7% | Reduced |
| Gilman Hill Asset Management, LLC | 207,434 | $11.0M | 2.23% | +1,579+0.8% | Added |
| Manufacturers Life Insurance Company, The | 211,193 | $11.2M | 0.01% | −1,636−0.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 211,670 | $11.2M | 0.03% | −32,065−13.2% | Reduced |
| Citadel Advisors LLC | 214,537 | $11.4M | 0.01% | −216,776−50.3% | Reduced |
| Guggenheim Capital LLC | 217,445 | $11.5M | 0.10% | +12,414+6.1% | Added |
| Cinctive Capital Management LP | 219,412 | $11.6M | 0.43% | −92,388−29.6% | Reduced |
| United Capital Financial Advisers, LLC | 225,435 | $11.9M | 0.07% | −8,552−3.7% | Reduced |
| Lazard Asset Management LLC | 235,667 | $12.5M | 0.02% | +225,661+2,255.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 239,402 | $12.7M | 0.02% | +20,057+9.1% | Added |
| Crossmark Global Holdings, Inc. | 241,961 | $12.8M | 0.30% | +7,410+3.2% | Added |
| BNP Paribas Arbitrage, SA | 255,036 | $13.5M | 0.03% | +9,796+4.0% | Added |