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 |
|---|---|---|---|---|---|
| Fiduciary Group LLC | 7,250 | $383.6K | 0.05% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 7,231 | $382.6K | 0.04% | +1,131+18.5% | Added |
| Belpointe Asset Management LLC | 7,166 | $379.1K | 0.02% | +3,530+97.1% | Added |
| Hudson Valley Investment Advisors Inc | 7,145 | $378.0K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,143 | $377.9K | 0.02% | +283+4.1% | Added |
| Capital International Inc | 7,110 | $376.2K | 0.01% | +107+1.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,091 | $375.2K | 0.03% | +60+0.9% | Added |
| Ullmann Financial Group, Inc. | 6,994 | $370.1K | 0.08% | +86+1.2% | Added |
| Wealthcare Advisory Partners LLC | 6,970 | $368.8K | 0.02% | −411−5.6% | Reduced |
| Investors Research Corp | 6,954 | $367.9K | 0.10% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,905 | $365.3K | 0.06% | 00.0% | Unchanged |
| Vestcor Inc | 6,894 | $365.0K | 0.01% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 6,801 | $359.8K | 0.19% | −545−7.4% | Reduced |
| Centaurus Financial, Inc. | 6,746 | $357.0K | 0.03% | +777+13.0% | Added |
| Steel Peak Wealth Management LLC | 6,623 | $354.5K | 0.02% | +1,150+21.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,683 | $353.6K | 0.02% | 00.0% | Unchanged |
| E&G Advisors, LP | 6,625 | $350.5K | 0.13% | +125+1.9% | Added |
| Coldstream Capital Management Inc | 6,595 | $348.9K | 0.01% | −597−8.3% | Reduced |
| J.W. Cole Advisors, Inc. | 6,577 | $348.0K | 0.02% | −120−1.8% | Reduced |
| Accuvest Global Advisors | 6,473 | $342.0K | 0.15% | −6,473−50.0% | Reduced |
| Banque Cantonale Vaudoise | 6,457 | $342.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 6,416 | $339.5K | 0.01% | −72−1.1% | Reduced |
| Oppenheimer & Co Inc | 6,389 | $338.0K | 0.01% | −23−0.4% | Reduced |
| Equitable Holdings, Inc. | 6,385 | $337.8K | 0.01% | +6,385 | New |
| Southland Equity Partners LLC | 6,258 | $331.1K | 0.13% | −54−0.9% | Reduced |
| Principle Wealth Partners LLC | 6,245 | $330.4K | 0.04% | +195+3.2% | Added |
| CWM, LLC | 6,237 | $330.0K | 0.00% | +2,086+50.3% | Added |
| Intrua Financial, LLC | 5,958 | $328.2K | 0.07% | −170−2.8% | Reduced |
| Private Portfolio Partners LLC | 6,074 | $321.4K | 0.09% | +7+0.1% | Added |
| SFG Wealth Management, LLC. | 6,058 | $320.5K | 0.36% | −997−14.1% | Reduced |
| International Assets Investment Management, LLC | 6,054 | $320.3K | 0.05% | −17,778−74.6% | Reduced |
| GM Advisory Group, Inc. | 6,051 | $320.2K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,018 | $318.4K | 0.03% | +315+5.5% | Added |
| Garden State Investment Advisory Services LLC | 5,944 | $317.6K | 0.16% | +5+0.1% | Added |
| Atalanta Sosnoff Capital, LLC | 5,941 | $314.3K | 0.01% | −287−4.6% | Reduced |
| Stevens Capital Management LP | 5,934 | $314.0K | 0.08% | −139−2.3% | Reduced |
| Alberta Investment Management Corp | 5,900 | $312.2K | 0.00% | +5,900 | New |
| Two Sigma Investments, LP | 5,824 | $308.1K | 0.00% | −29,832−83.7% | Reduced |
| Griffin Asset Management, Inc. | 5,798 | $306.8K | 0.04% | +19+0.3% | Added |
| Independent Solutions Wealth Management, LLC | 5,749 | $304.2K | 0.09% | +20.0% | Added |
| Industrial Alliance Investment Management Inc. | 5,643 | $299.0K | 0.01% | +5,643 | New |
| Grey Street Capital, LLC | 5,580 | $295.2K | 0.21% | +5,580 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,494 | $290.7K | 0.07% | +10+0.2% | Added |
| HB Wealth Management, LLC | 5,342 | $282.6K | 0.00% | +501+10.3% | Added |
| Washington Trust Co | 5,332 | $282.1K | 0.01% | −70−1.3% | Reduced |
| Jane Street Group, LLC | 5,283 | $279.5K | 0.00% | −6,364−54.6% | Reduced |
| Texas Yale Capital Corp. | 5,200 | $275.1K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,200 | $275.1K | 0.15% | +5,200 | New |
| Coastline Trust Co | 5,196 | $274.9K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 5,167 | $273.3K | 0.10% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5,162 | $273.1K | 0.17% | +31+0.6% | Added |
| Morris Retirement Advisors, LLC | 5,128 | $271.3K | 0.20% | +5,128 | New |
| Financial Management Professionals, Inc. | 5,114 | $271.0K | 0.05% | +520+11.3% | Added |
| Richard W. Paul & Associates, LLC | 5,019 | $265.6K | 0.12% | +109+2.2% | Added |
| Goldstone Financial Group, LLC | 5,006 | $264.9K | 0.09% | +5,006 | New |
| West Wealth Group, LLC | 5,000 | $264.6K | 0.12% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 4,992 | $264.0K | 0.08% | −34−0.7% | Reduced |
| M&R Capital Management Inc | 4,935 | $261.2K | 0.07% | +1,299+35.7% | Added |
| Perfromance Wealth Partners, LLC | 4,889 | $258.7K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,886 | $258.5K | 0.01% | +4,886 | New |
| L.M. Kohn & Company | 4,875 | $257.9K | 0.11% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 4,834 | $255.8K | 0.03% | +41+0.9% | Added |
| Jefferies Financial Group Inc. | 4,825 | $255.3K | 0.01% | +4,825 | New |
| Brown Brothers Harriman & Co | 4,820 | $255.0K | 0.00% | +187+4.0% | Added |
| DFPG Investments, LLC | 4,815 | $254.8K | 0.03% | +4,815 | New |
| Foundations Investment Advisors, LLC | 4,776 | $252.7K | 0.01% | +4,776 | New |
| Mastrapasqua Asset Management Inc | 4,754 | $251.5K | 0.03% | +4,754 | New |
| Wulff, Hansen & Co. | 4,720 | $249.7K | 0.29% | 00.0% | Unchanged |
| Advisor Resource Council | 4,659 | $249.2K | 0.06% | +4,659 | New |
| Seelaus Asset Management LLC | 4,724 | $249.0K | 0.19% | +24+0.5% | Added |
| High Net Worth Advisory Group LLC | 4,692 | $248.3K | 0.10% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,683 | $247.8K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,616 | $247.1K | 0.01% | −600−11.5% | Reduced |
| Bessemer Group Inc | 4,628 | $245.0K | 0.00% | −392−7.8% | Reduced |
| Boston Financial Mangement LLC | 4,600 | $243.4K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,585 | $242.6K | 0.02% | −143−3.0% | Reduced |
| Profund Advisors LLC | 4,575 | $242.1K | 0.01% | −1,008−18.1% | Reduced |
| Personal Cfo Solutions, LLC | 4,552 | $240.8K | 0.05% | −657−12.6% | Reduced |
| Welch Group, LLC | 4,531 | $239.7K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,502 | $238.2K | 0.01% | +4,502 | New |
| Bradley Foster & Sargent Inc | 4,501 | $238.1K | 0.01% | −3−0.1% | Reduced |
| Dakota Wealth Management | 4,487 | $237.4K | 0.02% | +4,487 | New |
| Kula Investments, LLC | 4,465 | $236.2K | 0.06% | +4,465 | New |
| Brinker Capital Investments, LLC | 4,460 | $236.0K | 0.00% | −55−1.2% | Reduced |
| Orion Portfolio Solutions, LLC | 4,460 | $236.0K | 0.00% | +4,460 | New |
| XML Financial, LLC | 4,427 | $234.2K | 0.03% | +43+1.0% | Added |
| Edmp, Inc. | 4,387 | $232.1K | 0.23% | −270−5.8% | Reduced |
| Comerica Securities,inc. | 4,288 | $229.6K | 0.02% | −159−3.6% | Reduced |
| Curi Capital | 4,327 | $228.9K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 4,319 | $228.5K | 0.03% | −6,246−59.1% | Reduced |
| Strategic Financial Concepts, LLC | 4,310 | $228.1K | 0.09% | +4,310 | New |
| Ellevest, Inc. | 4,239 | $224.3K | 0.02% | +528+14.2% | Added |
| Guild Investment Management, Inc. | 4,236 | $224.1K | 0.34% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,227 | $223.6K | 0.01% | −350−7.6% | Reduced |
| Destination Wealth Management | 4,192 | $221.8K | 0.01% | +97+2.4% | Added |
| TrinityPoint Wealth, LLC | 4,186 | $221.5K | 0.05% | +26+0.6% | Added |
| Crown Wealth Group, LLC | 4,150 | $219.6K | 0.18% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,105 | $217.2K | 0.01% | +3,338+435.2% | Added |
| Prossimo Advisors, LLC | 4,075 | $216.0K | 0.53% | +4,075 | New |
| Bogart Wealth, LLC | 4,046 | $214.1K | 0.01% | 00.0% | Unchanged |