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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 12,829 | $678.8K | 0.04% | +2,955+29.9% | Added |
| Prudent Man Advisors, LLC | 12,781 | $676.0K | 0.26% | −272−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 12,706 | $672.3K | 0.16% | +1,940+18.0% | Added |
| Pearl River Capital, LLC | 12,705 | $672.2K | 0.11% | +2,070+19.5% | Added |
| Abbot Financial Management, Inc. | 12,450 | $658.7K | 0.44% | −1,600−11.4% | Reduced |
| Naviter Wealth, LLC | 12,229 | $652.8K | 0.23% | +3,825+45.5% | Added |
| Cary Street Partner Investment Advisory LLC | 12,326 | $652.2K | 0.05% | +429+3.6% | Added |
| Cipher Capital LP | 12,321 | $651.9K | 0.12% | −21,286−63.3% | Reduced |
| HM Payson & Co | 12,264 | $648.9K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 12,114 | $648.4K | 0.08% | −651−5.1% | Reduced |
| Monument Capital Management | 12,162 | $643.5K | 0.22% | −12,352−50.4% | Reduced |
| ExodusPoint Capital Management, LP | 12,025 | $636.0K | 0.01% | +12,025 | New |
| Archer Investment Corp | 12,000 | $633.8K | 0.23% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,928 | $631.0K | 0.01% | +931+8.5% | Added |
| Retirement Planning Co of New England, Inc. | 11,831 | $626.0K | 0.38% | +75+0.6% | Added |
| Cerity Partners LLC | 11,634 | $616.6K | 0.00% | +1,742+17.6% | Added |
| Delta Capital Management LLC | 11,510 | $609.0K | 0.43% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 11,483 | $607.6K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 11,345 | $607.2K | 0.05% | +1,269+12.6% | Added |
| Assenagon Asset Management S.A. | 11,460 | $606.3K | 0.00% | −211−1.8% | Reduced |
| Adelante Capital Management LLC | 11,405 | $603.0K | 0.05% | +11,405 | New |
| Teamwork Financial Advisors, LLC | 11,309 | $598.4K | 0.11% | −1,364−10.8% | Reduced |
| Strategic Investment Advisors | 11,278 | $596.7K | 0.11% | −74−0.7% | Reduced |
| Outlook Wealth Advisors, LLC | 11,195 | $592.3K | 0.26% | +67+0.6% | Added |
| Moody Lynn & Lieberson, LLC | 11,176 | $591.3K | 0.05% | +116+1.0% | Added |
| Harbour Investments, Inc. | 11,172 | $591.1K | 0.03% | −362−3.1% | Reduced |
| Pegasus Asset Management, Inc. | 11,060 | $585.2K | 0.29% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,900 | $578.0K | 0.12% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 10,912 | $577.4K | 0.23% | −152−1.4% | Reduced |
| Atlantic Private Wealth, LLC | 10,852 | $574.2K | 0.60% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,786 | $570.7K | 0.00% | −1,179−9.9% | Reduced |
| Drive Wealth Management, LLC | 10,657 | $570.6K | 0.24% | +10,657 | New |
| Independent Financial Group, LLC | 10,578 | $559.7K | 0.04% | +20.0% | Added |
| APG Asset Management N.V. | 11,405 | $555.4K | 0.00% | −16,970−59.8% | Reduced |
| Madden Securities Corp | 10,475 | $554.2K | 0.29% | −35,459−77.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,344 | $547.0K | 0.04% | −73−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $541.8K | 0.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 10,084 | $533.5K | 0.31% | +245+2.5% | Added |
| Beacon Investment Advisors LLC | 10,078 | $533.2K | 0.39% | +58+0.6% | Added |
| Plimoth Trust Co LLC | 10,078 | $533.2K | 0.17% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 10,038 | $531.0K | 0.01% | −167−1.6% | Reduced |
| Montag A & Associates Inc | 9,894 | $529.6K | 0.03% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 10,002 | $529.2K | 0.33% | +2,019+25.3% | Added |
| Founders Financial Alliance, LLC | 10,027 | $528.9K | 0.26% | −585−5.5% | Reduced |
| Community Bank of Raymore | 9,910 | $524.3K | 0.20% | +1,520+18.1% | Added |
| Armor Investment Advisors, LLC | 9,810 | $519.0K | 0.30% | +246+2.6% | Added |
| American Institute for Advanced Investment Management, LLP | 10,655 | $518.8K | 0.55% | −750−6.6% | Reduced |
| Atlantic Union Bankshares Corp | 9,794 | $518.2K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 9,770 | $516.9K | 0.02% | +127+1.3% | Added |
| Bailard, Inc. | 9,711 | $513.8K | 0.02% | −1,405−12.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,650 | $510.6K | 0.00% | −66,493−87.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,640 | $510.0K | 0.02% | −1,201−11.1% | Reduced |
| Cardinal Point Capital Management, ULC | 9,500 | $508.5K | 0.15% | +1,700+21.8% | Added |
| Heartland Bank & Trust Co | 9,328 | $493.5K | 0.37% | +509+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 9,267 | $490.3K | 0.01% | −145−1.5% | Reduced |
| Demars Financial Group, LLC | 9,262 | $490.1K | 0.27% | −419−4.3% | Reduced |
| Marshall Wace, LLP | 9,257 | $489.8K | 0.00% | −525,999−98.3% | Reduced |
| Herold Advisors, Inc. | 9,250 | $489.4K | 0.17% | +100+1.1% | Added |
| FDx Advisors, Inc. | 9,815 | $489.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,241 | $488.9K | 0.03% | +1,322+16.7% | Added |
| Wedbush Securities Inc | 9,202 | $487.0K | 0.02% | −400−4.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,139 | $483.5K | 0.01% | +28+0.3% | Added |
| Aspire Private Capital, LLC | 9,004 | $476.4K | 0.16% | −102−1.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,996 | $476.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 8,967 | $474.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,868 | $469.2K | 0.01% | +1,614+22.2% | Added |
| Integrated Wealth Concepts LLC | 8,797 | $465.0K | 0.01% | +2,965+50.8% | Added |
| TD Waterhouse Canada Inc. | 8,241 | $461.1K | 0.00% | +1,280+18.4% | Added |
| Everence Capital Management Inc | 8,670 | $459.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 8,663 | $458.4K | 0.01% | +2,162+33.3% | Added |
| H&H Retirement Design & Management INC | 8,523 | $458.2K | 0.29% | −10.0% | Reduced |
| Verition Fund Management LLC | 8,604 | $455.2K | 0.01% | +8,604 | New |
| Verus Capital Partners, LLC | 8,585 | $454.2K | 0.07% | −363−4.1% | Reduced |
| BTC Capital Management, Inc. | 8,454 | $447.3K | 0.05% | −3,042−26.5% | Reduced |
| Veritable, L.P. | 8,401 | $444.5K | 0.01% | +122+1.5% | Added |
| Arete Wealth Advisors, LLC | 8,396 | $444.0K | 0.04% | +1,362+19.4% | Added |
| Estabrook Capital Management | 8,373 | $443.0K | 0.08% | 00.0% | Unchanged |
| Ossiam | 8,291 | $438.7K | 0.01% | +1,827+28.3% | Added |
| Oppenheimer Asset Management Inc. | 8,277 | $437.9K | 0.01% | +8,277 | New |
| IHT Wealth Management, LLC | 8,255 | $436.8K | 0.02% | +35+0.4% | Added |
| Atwood & Palmer Inc | 8,250 | $436.5K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,872 | $434.3K | 0.02% | +1,306+19.9% | Added |
| Atlas Capital Advisors LLC | 8,171 | $432.3K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,069 | $427.0K | 0.01% | +479+6.3% | Added |
| Brown Advisory Inc | 8,023 | $424.5K | 0.00% | +148+1.9% | Added |
| Thompson Davis & Co., Inc. | 8,000 | $423.3K | 0.55% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 7,881 | $417.0K | 0.01% | −1,469−15.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,867 | $416.2K | 0.13% | +3,399+76.1% | Added |
| M Holdings Securities, Inc. | 7,750 | $410.0K | 0.04% | −90−1.1% | Reduced |
| Scotia Capital Inc. | 7,721 | $408.7K | 0.00% | −1,069−12.2% | Reduced |
| Glenmede Trust Co NA | 7,710 | $407.9K | 0.00% | −231−2.9% | Reduced |
| Integrated Advisors Network LLC | 7,584 | $401.3K | 0.02% | −19−0.2% | Reduced |
| Balyasny Asset Management LLC | 7,490 | $396.3K | 0.00% | −17,103−69.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 7,472 | $395.3K | 0.13% | −695−8.5% | Reduced |
| SeaCrest Wealth Management, LLC | 7,444 | $393.9K | 0.05% | +778+11.7% | Added |
| Greenleaf Trust | 7,443 | $393.8K | 0.00% | −13−0.2% | Reduced |
| Augustine Asset Management Inc | 7,410 | $392.1K | 0.19% | +251+3.5% | Added |
| LMR Partners LLP | 7,336 | $388.1K | 0.01% | −29,849−80.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,316 | $387.1K | 0.02% | +649+9.7% | Added |
| TBH Global Asset Management, LLC | 7,279 | $385.2K | 0.08% | +12+0.2% | Added |