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 |
|---|---|---|---|---|---|
| Hall Private Wealth Advisors | 199,442 | $10.6M | 5.50% | −48,820−19.7% | Reduced |
| Commonwealth Equity Services, LLC | 191,713 | $10.1M | 0.02% | +5,191+2.8% | Added |
| State of Alaska, Department of Revenue | 190,406 | $10.1M | 0.12% | +3,320+1.8% | Added |
| SEI Investments Co | 188,216 | $9.96M | 0.02% | +70,553+60.0% | Added |
| Storebrand Asset Management AS | 185,356 | $9.81M | 0.05% | −973−0.5% | Reduced |
| Sargent Investment Group, LLC | 184,650 | $9.79M | 2.58% | −5,353−2.8% | Reduced |
| Trust Co of Virginia | 177,449 | $9.39M | 1.04% | +1,032+0.6% | Added |
| Susquehanna International Group, LLP | 177,302 | $9.38M | 0.01% | +39,001+28.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 175,721 | $9.30M | 0.97% | +327+0.2% | Added |
| Millennium Management LLC | 170,874 | $9.04M | 0.01% | +135,947+389.2% | Added |
| Janney Montgomery Scott LLC | 170,627 | $9.03M | 0.04% | +10,512+6.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 168,940 | $8.94M | 0.04% | +1,733+1.0% | Added |
| Toronto Dominion Bank | 168,936 | $8.93M | 0.01% | +6,857+4.2% | Added |
| Andra AP-fonden | 166,200 | $8.79M | 0.23% | +24,700+17.5% | Added |
| Adage Capital Partners GP, L.L.C. | 166,052 | $8.79M | 0.02% | −129,600−43.8% | Reduced |
| Nisa Investment Advisors, LLC | 165,660 | $8.77M | 0.07% | +17,698+12.0% | Added |
| Mutual Advisors, LLC | 165,473 | $8.76M | 0.36% | −1,420−0.9% | Reduced |
| State of New Jersey Common Pension Fund D | 163,879 | $8.67M | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 162,035 | $8.57M | 0.06% | +17,372+12.0% | Added |
| State of Wisconsin Investment Board | 159,807 | $8.46M | 0.03% | +50,566+46.3% | Added |
| Standard Life Aberdeen plc | 156,461 | $8.28M | 0.02% | +9,222+6.3% | Added |
| Advisor Group Holdings, Inc. | 148,876 | $7.88M | 0.01% | −1,283−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 148,676 | $7.87M | 0.03% | −6,307−4.1% | Reduced |
| Ardsley Advisory Partners LP | 145,000 | $7.67M | 1.68% | −10,000−6.5% | Reduced |
| Aew Capital Management L P | 142,910 | $7.56M | 0.28% | +21,280+17.5% | Added |
| Susquehanna Fundamental Investments, LLC | 138,609 | $7.33M | 0.17% | −5,650−3.9% | Reduced |
| Snowden Capital Advisors LLC | 137,192 | $7.26M | 0.28% | −1,192−0.9% | Reduced |
| WealthTrust Axiom LLC | 135,742 | $7.18M | 2.45% | −4,297−3.1% | Reduced |
| La Financiere de L'Echiquier | 135,531 | $7.17M | 0.38% | −23,619−14.8% | Reduced |
| Natixis Advisors, L.P. | 135,384 | $7.16M | 0.02% | +5,385+4.1% | Added |
| Ar Asset Management Inc | 131,600 | $6.96M | 1.87% | 00.0% | Unchanged |
| EWG Elevate Inc. | 130,355 | $6.90M | 2.94% | −742−0.6% | Reduced |
| Treasurer of the State of North Carolina | 130,267 | $6.89M | 0.04% | +820+0.6% | Added |
| Erste Asset Management GmbH | 130,800 | $6.76M | 0.13% | +23,400+21.8% | Added |
| Cetera Advisor Networks LLC | 123,591 | $6.54M | 0.05% | +9,420+8.3% | Added |
| Thrivent Financial for Lutherans | 123,135 | $6.51M | 0.02% | +65,612+114.1% | Added |
| James Hambro & Partners | 120,634 | $6.38M | 0.47% | +1,487+1.2% | Added |
| Daiwa Securities Group Inc. | 113,715 | $6.02M | 0.04% | +11,165+10.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 112,053 | $5.93M | 0.03% | −9,660−7.9% | Reduced |
| CIBC World Markets Corp | 109,246 | $5.78M | 0.09% | −18,705−14.6% | Reduced |
| Royal London Asset Management Ltd | 108,143 | $5.72M | 0.02% | +6,994+6.9% | Added |
| Vert Asset Management LLC | 108,007 | $5.71M | 3.37% | +42,338+64.5% | Added |
| Knights of Columbus Asset Advisors LLC | 106,115 | $5.61M | 0.55% | +2,896+2.8% | Added |
| Azimuth Capital Investment Management LLC | 105,240 | $5.57M | 0.27% | −1,605−1.5% | Reduced |
| Amalgamated Bank | 101,825 | $5.39M | 0.05% | −7,298−6.7% | Reduced |
| Victory Capital Management Inc | 101,797 | $5.39M | 0.01% | −4,834−4.5% | Reduced |
| Point72 Asset Management, L.P. | 101,700 | $5.38M | 0.02% | +101,700 | New |
| M&T Bank Corp | 100,350 | $5.31M | 0.02% | −201−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,113 | $5.24M | 0.03% | −3,062−3.0% | Reduced |
| Ensign Peak Advisors, Inc | 95,901 | $5.07M | 0.01% | +6,565+7.3% | Added |
| PFS Investments Inc. | 94,752 | $4.96M | 0.09% | +4,330+4.8% | Added |
| AXA S.A. | 93,625 | $4.95M | 0.02% | −198,283−67.9% | Reduced |
| Handelsbanken Fonder AB | 93,247 | $4.93M | 0.03% | +8,900+10.6% | Added |
| Chicago Capital, LLC | 92,156 | $4.88M | 0.24% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 91,363 | $4.83M | 0.42% | −1,391−1.5% | Reduced |
| USS Investment Management Ltd | 87,977 | $4.65M | 0.06% | +2,417+2.8% | Added |
| Westpac Banking Corp | 86,195 | $4.56M | 0.06% | −3,573−4.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,063 | $4.55M | 0.01% | −127,916−59.8% | Reduced |
| Siemens Fonds Invest GmbH | 85,449 | $4.52M | 0.47% | −58−0.1% | Reduced |
| Private Advisor Group, LLC | 84,868 | $4.49M | 0.04% | −1,893−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 84,596 | $4.48M | 0.23% | 00.0% | Unchanged |
| Arizona State Retirement System | 84,519 | $4.47M | 0.04% | +2,239+2.7% | Added |
| MetLife Investment Management | 83,599 | $4.42M | 0.03% | −879−1.0% | Reduced |
| La Banque Postale Asset Management SA | 83,494 | $4.42M | 0.11% | −3,995−4.6% | Reduced |
| TD Private Client Wealth LLC | 83,033 | $4.39M | 0.20% | +1,018+1.2% | Added |
| Advisors Asset Management, Inc. | 82,369 | $4.36M | 0.09% | +9,649+13.3% | Added |
| Fifth Third Bancorp | 82,233 | $4.35M | 0.02% | −1,449−1.7% | Reduced |
| American International Group, Inc. | 80,328 | $4.25M | 0.03% | +237+0.3% | Added |
| Avantax Advisory Services, Inc. | 80,312 | $4.25M | 0.05% | +2,836+3.7% | Added |
| State of Michigan Retirement System | 79,846 | $4.22M | 0.03% | +800+1.0% | Added |
| D. E. Shaw & Co., Inc. | 79,580 | $4.21M | 0.01% | −40,261−33.6% | Reduced |
| MML Investors Services, LLC | 77,376 | $4.09M | 0.03% | −2,290−2.9% | Reduced |
| Baker Ellis Asset Management LLC | 77,305 | $4.09M | 0.73% | −9,817−11.3% | Reduced |
| Nia Impact Advisors, LLC | 77,262 | $4.09M | 2.21% | +8,744+12.8% | Added |
| Woodstock Corp | 77,159 | $4.08M | 0.52% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 76,200 | $4.03M | 0.04% | +76,200 | New |
| Hourglass Capital, LLC | 75,450 | $3.99M | 1.44% | −1,300−1.7% | Reduced |
| Burney Co | 74,366 | $3.93M | 0.19% | −2,434−3.2% | Reduced |
| Salem Investment Counselors Inc | 71,804 | $3.84M | 0.15% | −7,044−8.9% | Reduced |
| Moors & Cabot, Inc. | 72,119 | $3.82M | 0.26% | −8,186−10.2% | Reduced |
| Tectonic Advisors LLC | 71,206 | $3.77M | 0.52% | +13,933+24.3% | Added |
| Janus Henderson Group PLC | 70,833 | $3.75M | 0.00% | +32,654+85.5% | Added |
| NEIRG Wealth Management, LLC | 70,721 | $3.74M | 0.65% | +3,294+4.9% | Added |
| Wealthfront Advisers LLC | 69,764 | $3.69M | 0.02% | −50−0.1% | Reduced |
| Truist Financial Corp | 69,552 | $3.68M | 0.01% | −5,247−7.0% | Reduced |
| Forsta Ap-Fonden | 68,500 | $3.62M | 0.04% | −95,700−58.3% | Reduced |
| Public Sector Pension Investment Board | 67,650 | $3.58M | 0.03% | +434+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,332 | $3.56M | 0.06% | +3,856+6.1% | Added |
| Oliver Luxxe Assets LLC | 67,233 | $3.56M | 0.94% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 66,436 | $3.51M | 0.01% | +1,929+3.0% | Added |
| Nepsis, Inc. | 65,681 | $3.48M | 1.16% | +423+0.6% | Added |
| American Trust Investment Advisors, LLC | 65,646 | $3.47M | 2.09% | +1,595+2.5% | Added |
| Peapack Gladstone Financial Corp | 65,145 | $3.45M | 0.07% | +207+0.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 64,684 | $3.42M | 0.05% | −2,200−3.3% | Reduced |
| Nissay Asset Management Corp | 63,045 | $3.34M | 0.03% | +291+0.5% | Added |
| Mercer Global Advisors Inc | 62,582 | $3.31M | 0.02% | +3,385+5.7% | Added |
| Truvestments Capital LLC | 62,513 | $3.31M | 1.76% | −1,741−2.7% | Reduced |
| Bramshill Investments, LLC | 61,869 | $3.27M | 0.39% | +1,143+1.9% | Added |
| Cetera Investment Advisers | 61,770 | $3.27M | 0.03% | −9,988−13.9% | Reduced |
| Tredje AP-fonden | 61,645 | $3.26M | 0.05% | +2,881+4.9% | Added |