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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 4,028 | $213.1K | 0.01% | +4,028 | New |
| Retirement Income Solutions, Inc | 4,000 | $211.6K | 0.06% | +4,000 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $211.6K | 0.13% | +4,000 | New |
| Citizens Business Bank | 4,000 | $211.6K | 0.05% | +4,000 | New |
| Huntington National Bank | 3,979 | $210.5K | 0.00% | +1,101+38.3% | Added |
| Marco Investment Management LLC | 3,978 | $210.5K | 0.02% | +3,978 | New |
| Riverwater Partners LLC | 3,960 | $209.5K | 0.19% | +3,960 | New |
| Toth Financial Advisory Corp | 3,953 | $209.1K | 0.03% | 00.0% | Unchanged |
| Holocene Advisors, LP | 3,945 | $208.7K | 0.00% | +3,945 | New |
| TD Ameritrade Investment Management, LLC | 3,925 | $208.0K | 0.00% | −1,274−24.5% | Reduced |
| Xcel Wealth Management, LLC | 3,910 | $206.9K | 0.07% | +3,910 | New |
| Park National Corp | 3,905 | $206.6K | 0.01% | +3,905 | New |
| Wealthsource Partners, LLC | 3,866 | $204.5K | 0.01% | +3,866 | New |
| Onyx Bridge Wealth Group LLC | 3,817 | $201.9K | 0.08% | +3,817 | New |
| ING Groep NV | 3,801 | $201.1K | 0.00% | +3,801 | New |
| Ameritas Investment Partners, Inc. | 3,577 | $189.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,557 | $188.2K | 0.09% | +199+5.9% | Added |
| Smithfield Trust Co | 3,562 | $188.0K | 0.01% | −200−5.3% | Reduced |
| Signaturefd, LLC | 3,422 | $181.1K | 0.00% | +112+3.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,413 | $181.0K | 0.00% | +584+20.6% | Added |
| Slow Capital, Inc. | 3,323 | $177.8K | 0.03% | +3,323 | New |
| Desjardins Global Asset Management Inc. | 3,308 | $175.0K | 0.02% | +238+7.8% | Added |
| Deseret Mutual Benefit Administrators | 3,306 | $174.9K | 0.07% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,294 | $174.3K | 0.09% | −13−0.4% | Reduced |
| Whittier Trust Co | 3,181 | $168.3K | 0.00% | +258+8.8% | Added |
| Ninepoint Partners LP | 3,162 | $167.3K | 0.02% | −1,111−26.0% | Reduced |
| IFP Advisors, Inc | 4,909 | $166.7K | 0.01% | −42−0.8% | Reduced |
| Clean Yield Group | 3,000 | $158.7K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 2,674 | $141.5K | 0.02% | −521−16.3% | Reduced |
| Clear Street Markets LLC | 2,538 | $134.0K | 0.04% | −7,683−75.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,432 | $128.7K | 0.00% | −554−18.6% | Reduced |
| Geneos Wealth Management Inc. | 2,237 | $118.4K | 0.01% | −2,875−56.2% | Reduced |
| Ameritas Advisory Services, LLC | 2,144 | $115.7K | 0.01% | +2,144 | New |
| NVWM, LLC | 2,151 | $115.2K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,051 | $108.5K | 0.06% | −4−0.2% | Reduced |
| Vigilant Capital Management, LLC | 2,024 | $107.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,016 | $106.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $106.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $105.8K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $105.6K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,959 | $103.7K | 0.01% | +1,959 | New |
| SRS Capital Advisors, Inc. | 1,958 | $103.6K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,908 | $101.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,892 | $100.0K | 0.04% | −140−6.9% | Reduced |
| Parallel Advisors, LLC | 1,868 | $98.8K | 0.00% | +168+9.9% | Added |
| Monetary Management Group Inc | 1,800 | $95.2K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,800 | $95.2K | 0.06% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,691 | $89.0K | 0.04% | +8+0.5% | Added |
| Central Trust Co | 1,640 | $86.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,670 | $86.5K | 0.01% | +1,670 | New |
| Spire Wealth Management | 1,611 | $85.2K | 0.00% | +80+5.2% | Added |
| Ameliora Wealth Management Ltd. | 1,600 | $84.7K | 0.05% | −6,000−78.9% | Reduced |
| SJS Investment Consulting Inc. | 1,600 | $84.7K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,587 | $84.0K | 0.01% | −697−30.5% | Reduced |
| Tower View Investment Management & Research LLC | 1,539 | $81.0K | 0.05% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $79.3K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,508 | $78.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1,407 | $74.5K | 0.07% | +17+1.2% | Added |
| Founders Capital Management | 1,400 | $74.0K | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,368 | $72.4K | 0.00% | +1,368 | New |
| First Horizon Advisors, Inc. | 1,350 | $71.4K | 0.00% | −20−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,320 | $69.9K | 0.04% | −346−20.8% | Reduced |
| Silvant Capital Management LLC | 1,292 | $69.2K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,278 | $68.4K | 0.01% | +4+0.3% | Added |
| C M Bidwell & Associates Ltd | 1,285 | $68.0K | 0.05% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,194 | $63.2K | 0.00% | +1,194 | New |
| Avion Wealth | 1,269 | $63.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,178 | $62.3K | 0.02% | −83−6.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,135 | $60.1K | 0.01% | −2,054−64.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,110 | $58.8K | 0.01% | +1,110 | New |
| Bay Harbor Wealth Management, LLC | 1,096 | $58.7K | 0.02% | +2+0.2% | Added |
| Sawyer & Company, Inc | 1,075 | $56.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,026 | $54.3K | 0.03% | +12+1.2% | Added |
| Hexagon Capital Partners LLC | 1,000 | $52.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $51.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 966 | $51.1K | 0.00% | +213+28.3% | Added |
| Umb Bank N A | 964 | $51.0K | 0.00% | −10−1.0% | Reduced |
| TCI Wealth Advisors, Inc. | 945 | $50.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $49.9K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 937 | $49.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 919 | $48.6K | 0.01% | −167−15.4% | Reduced |
| Private Ocean, LLC | 900 | $47.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 858 | $45.4K | 0.00% | +442+106.3% | Added |
| Clearstead Advisors, LLC | 842 | $44.6K | 0.00% | −14,991−94.7% | Reduced |
| Proffitt & Goodson Inc | 825 | $43.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $43.4K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 800 | $42.3K | 0.01% | +800 | New |
| AllSquare Wealth Management LLC | 798 | $42.2K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 793 | $42.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 735 | $38.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 734 | $38.8K | 0.00% | +93+14.5% | Added |
| Farther Finance Advisors, LLC | 728 | $38.5K | 0.01% | +186+34.3% | Added |
| Tucker Asset Management LLC | 705 | $37.3K | 0.01% | +50+7.6% | Added |
| AdvisorNet Financial, Inc | 686 | $36.3K | 0.00% | −86−11.1% | Reduced |
| Kalos Management, Inc. | 684 | $36.2K | 0.07% | +684 | New |
| True Wealth Design, LLC | 678 | $35.9K | 0.02% | +8+1.2% | Added |
| Quadrant Capital Group LLC | 662 | $35.0K | 0.00% | +327+97.6% | Added |
| Valley National Advisers Inc | 650 | $35.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 589 | $31.2K | 0.00% | +589 | New |
| Webster Bank, N. A. | 557 | $29.5K | 0.00% | 00.0% | Unchanged |