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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 262,871 | $13.9M | 0.06% | −7,661−2.8% | Reduced |
| Korea Investment CORP | 265,507 | $14.0M | 0.04% | +58,626+28.3% | Added |
| Swedbank AB | 268,974 | $14.2M | 0.03% | −3,663−1.3% | Reduced |
| Captrust Financial Advisors | 285,969 | $15.1M | 0.07% | +11,158+4.1% | Added |
| First Trust Advisors LP | 293,903 | $15.6M | 0.02% | +63,715+27.7% | Added |
| SG Americas Securities, LLC | 309,289 | $16.4M | 0.22% | −123,415−28.5% | Reduced |
| Allianz Asset Management GmbH | 312,299 | $16.5M | 0.03% | +3,774+1.2% | Added |
| New York State Common Retirement Fund | 315,800 | $16.7M | 0.02% | −12,500−3.8% | Reduced |
| HSBC Holdings PLC | 316,850 | $16.7M | 0.02% | −206,181−39.4% | Reduced |
| Barclays PLC | 317,976 | $16.8M | 0.02% | −615,578−65.9% | Reduced |
| United Bank | 318,002 | $16.8M | 2.15% | −17,570−5.2% | Reduced |
| Great West Life Assurance Co | 318,550 | $16.9M | 0.04% | +2,976+0.9% | Added |
| State Board of Administration of Florida Retirement System | 321,492 | $17.0M | 0.04% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 323,018 | $17.1M | 0.04% | −15,622−4.6% | Reduced |
| Dana Investment Advisors, Inc. | 324,405 | $17.2M | 0.87% | −3,423−1.0% | Reduced |
| Adell Harriman & Carpenter Inc | 324,876 | $17.2M | 1.85% | +4,490+1.4% | Added |
| STRS Ohio | 329,096 | $17.4M | 0.08% | −60,168−15.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 340,595 | $18.0M | 0.04% | −73,415−17.7% | Reduced |
| Voya Investment Management LLC | 341,748 | $18.1M | 0.02% | −110,580−24.4% | Reduced |
| Avalon Investment & Advisory | 351,747 | $18.6M | 0.51% | −6,810−1.9% | Reduced |
| Citigroup Inc | 354,664 | $18.8M | 0.03% | +100,699+39.7% | Added |
| Principal Financial Group Inc | 357,407 | $18.9M | 0.01% | +1,651+0.5% | Added |
| Blair William & Co | 358,471 | $19.0M | 0.08% | −3,090−0.9% | Reduced |
| TD Asset Management Inc | 359,648 | $19.0M | 0.02% | +15,931+4.6% | Added |
| Brookstone Capital Management | 362,337 | $19.3M | 0.38% | +46,106+14.6% | Added |
| Credit Suisse AG | 386,060 | $20.4M | 0.02% | −33,057−7.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 386,120 | $20.4M | 0.05% | +36,547+10.5% | Added |
| Raymond James & Associates | 391,013 | $20.7M | 0.02% | −14,146−3.5% | Reduced |
| Nomura Asset Management Co Ltd | 392,804 | $20.8M | 0.11% | +4,821+1.2% | Added |
| Alliancebernstein L.P. | 394,389 | $20.9M | 0.01% | −31,460−7.4% | Reduced |
| Aviva PLC | 415,633 | $22.0M | 0.10% | +196,371+89.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 415,708 | $22.0M | 0.04% | +144,715+53.4% | Added |
| Cookson Peirce & Co Inc | 415,858 | $22.0M | 1.41% | +3,849+0.9% | Added |
| LPL Financial LLC | 430,637 | $22.8M | 0.02% | −1,535−0.4% | Reduced |
| Prudential Financial Inc | 470,715 | $23.6M | 0.04% | +213,777+83.2% | Added |
| National Pension Service | 467,324 | $24.2M | 0.04% | −44,515−8.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 468,764 | $24.8M | 3.21% | −2,868−0.6% | Reduced |
| Price T Rowe Associates Inc | 473,871 | $25.1M | 0.00% | +11,608+2.5% | Added |
| California State Teachers Retirement System | 486,489 | $25.7M | 0.04% | −4,774−1.0% | Reduced |
| Bank of Montreal | 497,418 | $26.3M | 0.02% | −799,074−61.6% | Reduced |
| Envestnet Asset Management Inc | 704,760 | $30.0M | 0.01% | +127,573+22.1% | Added |
| Royal Bank of Canada | 596,218 | $31.5M | 0.01% | −30,515−4.9% | Reduced |
| California Public Employees Retirement System | 599,979 | $31.7M | 0.03% | −85,705−12.5% | Reduced |
| UBS Group AG | 604,764 | $32.0M | 0.01% | −193,732−24.3% | Reduced |
| Border to Coast Pensions Partnership Ltd | 606,040 | $32.1M | 0.86% | −100,000−14.2% | Reduced |
| Stifel Financial Corp | 607,411 | $32.1M | 0.05% | +10,303+1.7% | Added |
| Pacer Advisors, Inc. | 650,151 | $34.4M | 0.15% | −87,319−11.8% | Reduced |
| Rhumbline Advisers | 658,192 | $34.8M | 0.04% | +33,910+5.4% | Added |
| Wellington Management Group LLP | 668,804 | $35.4M | 0.01% | −163,818−19.7% | Reduced |
| Asset Management One Co.,Ltd. | 670,545 | $35.5M | 0.16% | −23,139−3.3% | Reduced |
| Ameriprise Financial Inc | 680,087 | $36.1M | 0.01% | +131,454+24.0% | Added |
| Wells Fargo & Company | 706,177 | $37.4M | 0.01% | +3,814+0.5% | Added |
| Welch & Forbes LLC | 744,685 | $39.4M | 0.67% | −5,460−0.7% | Reduced |
| First Republic Investment Management, Inc. | 773,914 | $40.9M | 0.09% | −11,843−1.5% | Reduced |
| American Century Companies Inc | 858,707 | $45.4M | 0.04% | +23,740+2.8% | Added |
| Canada Pension Plan Investment Board | 865,590 | $45.8M | 0.07% | +43,238+5.3% | Added |
| Nuveen Asset Management, LLC | 898,986 | $47.6M | 0.02% | +23,981+2.7% | Added |
| Russell Investments Group, Ltd. | 977,613 | $51.5M | 0.10% | +181,856+22.9% | Added |
| Rockefeller Capital Management L.P. | 993,066 | $52.5M | 0.23% | +410,773+70.5% | Added |
| Agf Management Ltd | 1,004,177 | $53.1M | 0.36% | +60,628+6.4% | Added |
| UBS Asset Management Americas Inc | 1,037,676 | $54.9M | 0.03% | +29,008+2.9% | Added |
| DekaBank Deutsche Girozentrale | 1,073,329 | $55.2M | 0.14% | +53,416+5.2% | Added |
| Goldman Sachs Group Inc | 1,060,252 | $56.1M | 0.02% | +156,149+17.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,064,393 | $56.3M | 0.04% | −395,926−27.1% | Reduced |
| Intech Investment Management LLC | 1,068,141 | $56.5M | 0.46% | −238,068−18.2% | Reduced |
| Swiss National Bank | 1,153,761 | $61.0M | 0.04% | −27,700−2.3% | Reduced |
| Neuberger Berman Group LLC | 1,158,780 | $61.3M | 0.06% | +45,737+4.1% | Added |
| CIBC Private Wealth Group, LLC | 1,190,748 | $79.4M | 0.23% | +2,726+0.2% | Added |
| Bank of America Corp | 1,520,421 | $80.4M | 0.01% | +569,660+59.9% | Added |
| JPMorgan Chase & Co | 1,818,101 | $96.2M | 0.01% | +3,181+0.2% | Added |
| Norges Bank | 2,077,067 | $109.9M | 0.02% | +116,136+5.9% | Added |
| Legal & General Group Plc | 2,111,943 | $111.7M | 0.04% | +62,247+3.0% | Added |
| Invesco Ltd. | 2,214,226 | $117.2M | 0.03% | −1,937,062−46.7% | Reduced |
| Bank of New York Mellon Corp | 2,514,259 | $133.0M | 0.03% | −78,160−3.0% | Reduced |
| Epoch Investment Partners, Inc. | 2,885,370 | $152.7M | 0.91% | +260,980+9.9% | Added |
| Cohen & Steers, Inc. | 2,927,757 | $154.8M | 0.33% | +2,927,651+2,761,934.9% | Added |
| Amundi | 3,184,635 | $167.1M | 0.09% | −544,106−14.6% | Reduced |
| Pictet Asset Management SA | 3,330,034 | $176.2M | 0.22% | −279,289−7.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,775,932 | $199.8M | 0.06% | +35,769+1.0% | Added |
| Northern Trust Corp | 3,794,177 | $200.7M | 0.04% | +57,881+1.5% | Added |
| FMR LLC | 3,812,461 | $201.7M | 0.02% | +78,256+2.1% | Added |
| Dimensional Fund Advisors LP | 4,219,190 | $223.2M | 0.08% | +116,057+2.8% | Added |
| Deutsche Bank AG | 4,584,196 | $242.5M | 0.14% | +436,842+10.5% | Added |
| Morgan Stanley | 4,863,397 | $257.3M | 0.03% | −200,230−4.0% | Reduced |
| Geode Capital Management, LLC | 7,781,928 | $411.0M | 0.05% | +837,623+12.1% | Added |
| State Street Corp | 13,797,287 | $738.3M | 0.04% | −451,341−3.2% | Reduced |
| BlackRock Inc. | 22,405,730 | $1.19B | 0.04% | −213,158−0.9% | Reduced |
| Capital World Investors | 25,486,477 | $1.35B | 0.28% | +5,3060.0% | Added |
| Vanguard Group Inc | 47,666,664 | $2.52B | 0.06% | +236,740+0.5% | Added |
| EP Wealth Advisors, LLC | 1,059 | – | – | −14,712−93.3% | Reduced |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −1,237,999−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −1,155,544−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −104,120−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −90,623−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −80,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −54,819−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −51,271−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −31,638−100.0% | Sold out |