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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,524 | $1.30M | 0.06% | −1,716−6.5% | Reduced |
| Cascade Investment Group, Inc. | 24,437 | $1.29M | 1.27% | −291−1.2% | Reduced |
| Securian Asset Management, Inc | 24,331 | $1.29M | 0.03% | +221+0.9% | Added |
| Foster & Motley Inc | 24,255 | $1.28M | 0.10% | +5,182+27.2% | Added |
| Davenport & Co LLC | 24,149 | $1.28M | 0.01% | +1,935+8.7% | Added |
| Donoghue Forlines LLC | 24,135 | $1.28M | 0.46% | −31,497−56.6% | Reduced |
| Apollon Wealth Management, LLC | 23,811 | $1.26M | 0.08% | +316+1.3% | Added |
| Elo Mutual Pension Insurance Co | 23,320 | $1.23M | 0.04% | +833+3.7% | Added |
| Alps Advisors Inc | 23,283 | $1.23M | 0.01% | +527+2.3% | Added |
| Kentucky Retirement Systems | 22,986 | $1.22M | 0.04% | +132+0.6% | Added |
| Achmea Investment Management B.V. | 22,949 | $1.22M | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,695 | $1.20M | 0.03% | 00.0% | Unchanged |
| Herbst Group, LLC | 22,500 | $1.19M | 0.84% | −300−1.3% | Reduced |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.19M | 0.00% | 00.0% | Unchanged |
| Spirit of America Management Corp | 22,500 | $1.19M | 0.27% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,439 | $1.19M | 0.01% | −1,545−6.4% | Reduced |
| Virginia Retirement Systems Et Al | 22,300 | $1.18M | 0.01% | −14,400−39.2% | Reduced |
| McMillion Capital Management Inc | 22,132 | $1.17M | 1.10% | −1,285−5.5% | Reduced |
| Sawtooth Solutions, LLC | 22,081 | $1.17M | 0.03% | +3,140+16.6% | Added |
| Reik & Co., LLC | 21,990 | $1.16M | 0.34% | −990−4.3% | Reduced |
| Metropolitan Life Insurance Co | 21,967 | $1.16M | 0.06% | −3,416−13.5% | Reduced |
| TrimTabs Asset Management, LLC | 21,953 | $1.16M | 0.62% | +2,860+15.0% | Added |
| Ingalls & Snyder LLC | 21,938 | $1.16M | 0.06% | −50−0.2% | Reduced |
| Lockheed Martin Investment Management Co | 21,878 | $1.16M | 0.07% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 21,562 | $1.14M | 1.26% | −247−1.1% | Reduced |
| Fiduciary Trust Co | 21,349 | $1.13M | 0.02% | −780−3.5% | Reduced |
| Terra Nova Asset Management LLC | 20,746 | $1.10M | 1.08% | +687+3.4% | Added |
| Commerce Bank | 20,607 | $1.09M | 0.01% | +993+5.1% | Added |
| King Luther Capital Management Corp | 20,506 | $1.08M | 0.01% | −163−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 20,469 | $1.08M | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 20,732 | $1.08M | 0.00% | +965+4.9% | Added |
| Trust Investment Advisors | 20,434 | $1.08M | 0.97% | −475−2.3% | Reduced |
| Squarepoint Ops LLC | 20,188 | $1.07M | 0.01% | −1,337−6.2% | Reduced |
| Lavaca Capital LLC | 19,230 | $1.05M | 0.25% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 19,702 | $1.04M | 0.12% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 19,591 | $1.04M | 1.16% | −750−3.7% | Reduced |
| Invst, LLC | 18,791 | $1.03M | 0.16% | −121−0.6% | Reduced |
| Heritage Trust Co | 19,365 | $1.02M | 0.16% | +2,869+17.4% | Added |
| Ostrum Asset Management | 19,265 | $1.02M | 0.09% | +19,265 | New |
| KBC Group NV | 19,208 | $1.02M | 0.00% | +6,125+46.8% | Added |
| Pathway Financial Advisers, LLC | 19,162 | $1.01M | 0.41% | +708+3.8% | Added |
| Louisiana State Employees Retirement System | 18,900 | $1.00M | 0.03% | +100+0.5% | Added |
| PFG Investments, LLC | 18,771 | $993.2K | 0.20% | +18,771 | New |
| Toroso Investments, LLC | 18,733 | $991.0K | 0.03% | +1,098+6.2% | Added |
| Fagan Associates, Inc. | 18,680 | $988.4K | 0.25% | −393−2.1% | Reduced |
| Lincoln National Corp | 18,633 | $985.8K | 0.02% | +302+1.6% | Added |
| Prudential PLC | 18,353 | $971.1K | 0.01% | +2,923+18.9% | Added |
| American Assets Capital Advisers, LLC | 18,300 | $968.3K | 0.23% | +18,300 | New |
| Royal Fund Management, LLC | 17,993 | $952.0K | 0.14% | +1,434+8.7% | Added |
| Morse Asset Management, Inc | 17,915 | $948.0K | 0.32% | +8,545+91.2% | Added |
| Childress Capital Advisors, LLC | 17,900 | $947.1K | 0.42% | −13,888−43.7% | Reduced |
| Hancock Whitney Corp | 17,764 | $939.0K | 0.04% | +689+4.0% | Added |
| Roman Butler Fullerton & Co | 17,118 | $928.8K | 0.46% | −404−2.3% | Reduced |
| Hilltop Holdings Inc. | 17,465 | $924.1K | 0.13% | +816+4.9% | Added |
| Level Four Advisory Services, LLC | 17,442 | $922.9K | 0.06% | +2,627+17.7% | Added |
| Strait & Sound Wealth Management LLC | 17,367 | $918.9K | 0.91% | +62+0.4% | Added |
| Essex Financial Services, Inc. | 16,979 | $898.4K | 0.09% | +125+0.7% | Added |
| Schroder Investment Management Group | 16,969 | $897.8K | 0.00% | +1,623+10.6% | Added |
| Lee Danner & Bass Inc | 16,923 | $895.0K | 0.08% | 00.0% | Unchanged |
| Advisory Research Inc | 16,901 | $894.2K | 0.15% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 16,838 | $890.9K | 0.10% | −2,667−13.7% | Reduced |
| Coppell Advisory Solutions LLC | 17,128 | $887.1K | 0.30% | −281−1.6% | Reduced |
| Coppell Advisory Solutions Corp. | 17,128 | $887.1K | 0.30% | −281−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,759 | $887.0K | 0.04% | +12,682+311.1% | Added |
| Qube Research & Technologies Ltd | 16,724 | $884.9K | 0.01% | −4,823−22.4% | Reduced |
| Colony Group LLC | 16,470 | $871.0K | 0.01% | +11,580+236.8% | Added |
| Bleakley Financial Group, LLC | 16,202 | $857.3K | 0.03% | +818+5.3% | Added |
| Cresset Asset Management, LLC | 16,001 | $855.4K | 0.02% | +195+1.2% | Added |
| First National Trust Co | 16,151 | $854.5K | 0.05% | +94+0.6% | Added |
| TFG Advisers LLC | 16,039 | $848.6K | 0.41% | +1,929+13.7% | Added |
| PGGM Investments | 15,972 | $845.0K | 0.01% | +15,972 | New |
| DuPont Capital Management Corp | 15,869 | $839.6K | 0.04% | −15,589−49.6% | Reduced |
| Bank of Nova Scotia | 15,813 | $836.6K | 0.00% | −5,147−24.6% | Reduced |
| MAI Capital Management | 15,711 | $831.3K | 0.01% | −202−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,697 | $830.5K | 0.10% | +15,697 | New |
| Formidable Asset Management, LLC | 15,672 | $829.0K | 0.18% | −640−3.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 15,664 | $828.8K | 0.32% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 15,553 | $822.9K | 0.03% | +3,600+30.1% | Added |
| GWM Advisors LLC | 15,117 | $799.8K | 0.01% | −15,166−50.1% | Reduced |
| Beacon Financial Advisory LLC | 14,945 | $790.8K | 0.50% | +15+0.1% | Added |
| Capital Investment Advisory Services, LLC | 14,911 | $788.9K | 0.09% | −680−4.4% | Reduced |
| Wolverine Trading, LLC | 15,196 | $787.0K | 0.02% | +8,426+124.5% | Added |
| Ahrens Investment Partners LLC | 14,782 | $782.1K | 0.39% | −2,470−14.3% | Reduced |
| DoubleLine ETF Adviser LP | 14,641 | $774.7K | 0.33% | +1,733+13.4% | Added |
| Sigma Planning Corp | 14,444 | $764.3K | 0.03% | +53+0.4% | Added |
| Transatlantique Private Wealth LLC | 14,372 | $760.4K | 0.42% | −12−0.1% | Reduced |
| Columbia Asset Management | 14,259 | $754.0K | 0.17% | −1,293−8.3% | Reduced |
| C2C Wealth Management, LLC | 13,690 | $741.6K | 0.12% | +13,690 | New |
| JustInvest LLC | 13,732 | $726.6K | 0.03% | −9,734−41.5% | Reduced |
| Widmann Financial Services, Inc. | 13,659 | $722.7K | 0.73% | −200−1.4% | Reduced |
| Advisor Partners II, LLC | 13,614 | $720.3K | 0.04% | −505−3.6% | Reduced |
| Pathstone Family Office, LLC | 13,323 | $712.4K | 0.01% | −9,074−40.5% | Reduced |
| New Mexico Educational Retirement Board | 13,440 | $711.0K | 0.04% | −400−2.9% | Reduced |
| Contravisory Investment Management, Inc. | 13,417 | $709.9K | 0.20% | +240+1.8% | Added |
| Centersquare Investment Management LLC | 13,337 | $705.7K | 0.01% | +13,337 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,371 | $692.5K | 0.18% | −302−2.2% | Reduced |
| Princeton Capital Management LLC | 13,084 | $692.3K | 0.30% | 00.0% | Unchanged |
| Csenge Advisory Group | 13,053 | $690.6K | 0.05% | −301−2.3% | Reduced |
| NewEdge Wealth, LLC | 12,975 | $686.5K | 0.03% | +7,622+142.4% | Added |
| Focus Financial Network, Inc. | 12,807 | $685.6K | 0.04% | +497+4.0% | Added |