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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 60,465 | $3.20M | 0.03% | +19,160+46.4% | Added |
| Vectors Research Management, LLC | 60,466 | $3.20M | 0.82% | −2,022−3.2% | Reduced |
| CIBC World Markets Inc. | 60,218 | $3.19M | 0.01% | −1,545−2.5% | Reduced |
| Xponance, Inc. | 59,488 | $3.15M | 0.05% | +1,419+2.4% | Added |
| Cetera Advisors LLC | 58,242 | $3.08M | 0.05% | +30,882+112.9% | Added |
| Baird Financial Group, Inc. | 58,056 | $3.07M | 0.01% | −1,311−2.2% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $3.04M | 2.06% | +2,500+4.5% | Added |
| Swiss Life Asset Management Ltd | 56,379 | $2.98M | 0.04% | −28,268−33.4% | Reduced |
| AE Wealth Management LLC | 56,217 | $2.97M | 0.02% | +116+0.2% | Added |
| Duality Advisers, LP | 56,190 | $2.97M | 0.34% | +35,805+175.6% | Added |
| ProShare Advisors LLC | 56,110 | $2.97M | 0.01% | −15,822−22.0% | Reduced |
| Catalyst Capital Advisors LLC | 56,100 | $2.97M | 0.09% | −4,000−6.7% | Reduced |
| HNP Capital LLC | 55,380 | $2.93M | 0.82% | −2,681−4.6% | Reduced |
| National Bank of Canada | 55,297 | $2.93M | 0.01% | +30,658+124.4% | Added |
| DnB Asset Management AS | 54,723 | $2.90M | 0.02% | +9,634+21.4% | Added |
| Eagle Asset Management Inc | 53,204 | $2.81M | 0.02% | +53,204 | New |
| Employees Provident Fund Board | 53,000 | $2.80M | 0.07% | +53,000 | New |
| Werlinich Asset Management, LLC | 52,265 | $2.77M | 2.43% | −125−0.2% | Reduced |
| Yousif Capital Management, LLC | 52,227 | $2.76M | 0.04% | −2,565−4.7% | Reduced |
| Utah Retirement Systems | 51,314 | $2.72M | 0.04% | +200+0.4% | Added |
| Railway Pension Investments Ltd | 51,300 | $2.71M | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 50,994 | $2.70M | 0.00% | −5,190−9.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 50,747 | $2.69M | 0.02% | +360+0.7% | Added |
| IFM Investors Pty Ltd | 49,654 | $2.63M | 0.04% | +2,546+5.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,283 | $2.61M | 0.02% | +142+0.3% | Added |
| D.A. Davidson & Co. | 48,454 | $2.55M | 0.03% | +2,815+6.2% | Added |
| Northwestern Mutual Wealth Management Co | 47,888 | $2.53M | 0.00% | +4,383+10.1% | Added |
| Independent Advisor Alliance | 47,698 | $2.52M | 0.12% | −988−2.0% | Reduced |
| New York Life Investment Management LLC | 46,866 | $2.48M | 0.03% | −272−0.6% | Reduced |
| Gotham Asset Management, LLC | 45,865 | $2.43M | 0.06% | −3,124−6.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 45,736 | $2.42M | 0.01% | +3,292+7.8% | Added |
| Shell Asset Management Co | 45,569 | $2.41M | 0.10% | −133−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 45,004 | $2.38M | 0.00% | −38,263−46.0% | Reduced |
| Atria Wealth Solutions, Inc. | 44,279 | $2.36M | 0.03% | −3,722−7.8% | Reduced |
| State of Tennessee, Treasury Department | 44,595 | $2.36M | 0.01% | −53,887−54.7% | Reduced |
| RB Capital Management, LLC | 43,991 | $2.33M | 0.76% | +412+0.9% | Added |
| The PNC Financial Services Group, Inc. | 43,702 | $2.31M | 0.00% | +44+0.1% | Added |
| National Asset Management, Inc. | 42,903 | $2.29M | 0.06% | −23,951−35.8% | Reduced |
| Macquarie Group Ltd | 42,923 | $2.27M | 0.00% | −53,913−55.7% | Reduced |
| CIBC Asset Management Inc | 42,550 | $2.25M | 0.01% | +1,036+2.5% | Added |
| Edgestream Partners, L.P. | 41,763 | $2.21M | 0.24% | +8,928+27.2% | Added |
| Mutual of America Capital Management LLC | 41,600 | $2.20M | 0.03% | +71+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,057 | $2.17M | 0.10% | +916+2.3% | Added |
| Disciplined Equity Management, Inc. | 40,765 | $2.16M | 1.83% | +50+0.1% | Added |
| CI Private Wealth, LLC | 40,677 | $2.15M | 0.01% | +13,413+49.2% | Added |
| SeaBridge Investment Advisors LLC | 39,696 | $2.10M | 0.73% | −620−1.5% | Reduced |
| Shelton Capital Management | 39,469 | $2.09M | 0.09% | +39,469 | New |
| Candriam Luxembourg S.C.A. | 42,599 | $2.07M | 0.01% | +5,183+13.9% | Added |
| Gulf International Bank (UK) Ltd | 38,508 | $2.04M | 0.04% | −6,556−14.5% | Reduced |
| Caption Management, LLC | 37,688 | $1.99M | 0.43% | +12,508+49.7% | Added |
| WESPAC Advisors, LLC | 37,467 | $1.98M | 1.87% | +37,467 | New |
| Public Employees Retirement Association of Colorado | 36,897 | $1.95M | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 36,482 | $1.93M | 0.12% | +7,884+27.6% | Added |
| NorthCrest Asset Manangement, LLC | 35,627 | $1.89M | 0.08% | +27,215+323.5% | Added |
| Soltis Investment Advisors LLC | 35,510 | $1.88M | 0.24% | +4,588+14.8% | Added |
| Cyndeo Wealth Partners, LLC | 35,257 | $1.87M | 0.20% | +20.0% | Added |
| Mariner, LLC | 35,240 | $1.86M | 0.01% | +949+2.8% | Added |
| Pacitti Group Inc. | 34,541 | $1.83M | 1.34% | +1,299+3.9% | Added |
| Wolverine Asset Management LLC | 34,407 | $1.82M | 0.03% | −16,954−33.0% | Reduced |
| Czech National Bank | 34,248 | $1.81M | 0.04% | +203+0.6% | Added |
| Ethic Inc. | 34,088 | $1.80M | 0.07% | −1,092−3.1% | Reduced |
| Green Alpha Advisors, LLC | 33,831 | $1.79M | 1.26% | +2,913+9.4% | Added |
| Ziegler Capital Management, LLC | 33,199 | $1.76M | 0.07% | +223+0.7% | Added |
| Twelve Points Wealth Management LLC | 32,993 | $1.75M | 1.00% | +5,933+21.9% | Added |
| Holderness Investments Co | 32,843 | $1.74M | 0.69% | −25−0.1% | Reduced |
| Norinchukin Bank, The | 32,321 | $1.71M | 0.03% | +3,269+11.3% | Added |
| Stock Yards Bank & Trust Co | 31,990 | $1.69M | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 31,666 | $1.68M | 0.02% | −4,697−12.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 31,234 | $1.65M | 0.56% | −255−0.8% | Reduced |
| AQR Capital Management LLC | 31,516 | $1.65M | 0.00% | +4,574+17.0% | Added |
| Capital Investment Advisors, LLC | 30,964 | $1.64M | 0.05% | +1,590+5.4% | Added |
| Rafferty Asset Management, LLC | 30,554 | $1.62M | 0.01% | +4,029+15.2% | Added |
| Madison Asset Management, LLC | 30,473 | $1.61M | 0.02% | −4,398−12.6% | Reduced |
| CoreFirst Bank & Trust | 29,570 | $1.56M | 1.14% | −2,430−7.6% | Reduced |
| US Bancorp | 28,896 | $1.53M | 0.00% | +1,031+3.7% | Added |
| Vident Investment Advisory, LLC | 28,858 | $1.53M | 0.05% | +442+1.6% | Added |
| Corrado Advisors, LLC | 28,183 | $1.49M | 0.99% | +2,600+10.2% | Added |
| MSH Capital Advisors LLC | 28,033 | $1.48M | 0.63% | +3,285+13.3% | Added |
| Cubic Asset Management, LLC | 27,525 | $1.46M | 0.41% | −180−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,358 | $1.45M | 0.03% | −150−0.5% | Reduced |
| Sippican Capital Advisors | 26,902 | $1.42M | 1.36% | +25+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 26,637 | $1.41M | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 26,474 | $1.40M | 0.46% | −185−0.7% | Reduced |
| Globeflex Capital L P | 26,253 | $1.39M | 0.17% | −4,000−13.2% | Reduced |
| Ancora Advisors, LLC | 26,177 | $1.39M | 0.04% | +803+3.2% | Added |
| Wambolt & Associates, LLC | 26,112 | $1.38M | 0.49% | +969+3.9% | Added |
| KCM Investment Advisors LLC | 26,141 | $1.38M | 0.06% | 00.0% | Unchanged |
| Quantbot Technologies LP | 26,111 | $1.38M | 0.10% | +26,111 | New |
| Hartford Investment Management Co | 25,904 | $1.37M | 0.05% | +3,520+15.7% | Added |
| British Columbia Investment Management Corp | 25,886 | $1.37M | 0.01% | +308+1.2% | Added |
| Mackenzie Financial Corp | 25,866 | $1.37M | 0.00% | +335+1.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,685 | $1.36M | 0.08% | +10,300+66.9% | Added |
| Advisory Services Network, LLC | 25,659 | $1.36M | 0.04% | +341+1.3% | Added |
| Creative Planning | 25,552 | $1.35M | 0.00% | +5,714+28.8% | Added |
| Pensionfund Sabic | 25,500 | $1.35M | 0.47% | 00.0% | Unchanged |
| Walleye Trading LLC | 25,129 | $1.33M | 0.05% | −33,682−57.3% | Reduced |
| Moody National Bank Trust Division | 24,893 | $1.32M | 0.11% | +101+0.4% | Added |
| Gables Capital Management Inc. | 24,860 | $1.32M | 0.92% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 24,818 | $1.31M | 0.28% | −1,920−7.2% | Reduced |
| RFG Advisory, LLC | 24,778 | $1.31M | 0.06% | −651−2.6% | Reduced |