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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Iron Mountain Inc as of Jun 30, 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
- 817
- +35 vs. Q1 2023
- Shares held
- 227.1M
- +1.66M (+0.7%) vs. Q1 2023
- Total value
- $12.9B
- +$954.9M (+8.0%) vs. Q1 2023
- New holders
- 86
- 284 more added
- Sold out
- 51
- 292 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5 | $0 | 0.00% | +5 | New |
| Key Financial Inc | 1 | $57 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4 | $227 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $285 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5 | $285 | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $285 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 6 | $341 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 57 | $362 | 0.00% | +57 | New |
| Leonteq Securities AG | 16 | $909 | 0.00% | −421−96.3% | Reduced |
| Baker Avenue Asset Management, LP | 17 | $966 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.08K | 0.00% | +3+18.8% | Added |
| Concord Wealth Partners | 22 | $1.25K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $1.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $1.64K | 0.00% | −217−88.2% | Reduced |
| Hollencrest Capital Management | 29 | $1.65K | 0.00% | −15−34.1% | Reduced |
| Kelly Financial Services LLC | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $2.22K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 47 | $2.67K | 0.00% | +1+2.2% | Added |
| Caldwell Sutter Capital, Inc. | 50 | $2.84K | 0.00% | +50 | New |
| Rise Advisors, LLC | 51 | $2.91K | 0.00% | −93−64.6% | Reduced |
| SkyView Investment Advisors, LLC | 45 | $3.00K | 0.00% | +23+104.5% | Added |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $4.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 79 | $4.49K | 0.00% | +79 | New |
| Bokf, NA | 83 | $4.72K | 0.00% | −506−85.9% | Reduced |
| MV Capital Management, Inc. | 83 | $4.72K | 0.00% | +3+3.8% | Added |
| Ronald Blue Trust, Inc. | 96 | $5.00K | 0.00% | −239−71.3% | Reduced |
| Red Tortoise LLC | 94 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $5.68K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $5.68K | 0.00% | −1,500−93.8% | Reduced |
| McIlrath & Eck, LLC | 100 | $5.68K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $6.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 115 | $6.53K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 121 | $7.00K | 0.00% | +1+0.8% | Added |
| Assetmark, Inc | 125 | $7.10K | 0.00% | −6−4.6% | Reduced |
| Bell Investment Advisors, Inc | 126 | $7.16K | 0.00% | +9+7.7% | Added |
| Earnest Partners LLC | 133 | $7.56K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 133 | $7.56K | 0.00% | +133 | New |
| Anchor Investment Management, LLC | 135 | $7.67K | 0.00% | +135 | New |
| Benjamin Edwards Inc | 137 | $8.00K | 0.00% | +2+1.5% | Added |
| Park Place Capital Corp | 141 | $8.01K | 0.00% | +9+6.8% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $8.13K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 175 | $9.00K | 0.00% | +2+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 158 | $9.06K | 0.00% | +2+1.3% | Added |
| Chesapeake Asset Management LLC | 170 | $9.66K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 193 | $10.0K | 0.00% | +193 | New |
| Prestige Wealth Management Group LLC | 179 | $10.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 185 | $10.7K | 0.01% | +185 | New |
| Farmers & Merchants Investments Inc | 195 | $11.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $11.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 217 | $12.3K | 0.00% | −36−14.2% | Reduced |
| JFS Wealth Advisors, LLC | 220 | $12.5K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 220 | $12.5K | 0.00% | +3+1.4% | Added |
| Zions Bancorporation, N.A. | 229 | $13.0K | 0.00% | −11−4.6% | Reduced |
| Allianz Asset Management GmbH | 230,954 | $13.1K | 0.00% | −81,345−26.0% | Reduced |
| Quent Capital, LLC | 240 | $13.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 251 | $14.0K | 0.01% | −30−10.7% | Reduced |
| Cutler Group LP | 250 | $14.0K | 0.00% | +82+48.8% | Added |
| CVA Family Office, LLC | 255 | $14.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $15.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 273 | $15.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 277 | $16.0K | 0.00% | +137+97.9% | Added |
| IAG Wealth Partners, LLC | 295 | $16.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 316 | $18.0K | 0.00% | −25−7.3% | Reduced |
| Capital Analysts, LLC | 316 | $18.0K | 0.00% | +316 | New |
| Glassman Wealth Services | 319 | $18.1K | 0.00% | +91+39.9% | Added |
| Whittier Trust Co of Nevada Inc | 329 | $18.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 350 | $19.9K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $20.1K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 363 | $20.6K | 0.00% | +264+266.7% | Added |
| Fred Alger Management, LLC | 376 | $21.4K | 0.00% | +376 | New |
| First Community Trust NA | 385 | $21.9K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 390 | $22.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 408 | $23.0K | 0.00% | +392+2,450.0% | Added |
| PFS Partners, LLC | 419 | $23.8K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 430 | $24.4K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 438 | $24.9K | 0.01% | +438 | New |
| Trust Co of Vermont | 450 | $25.6K | 0.00% | −70−13.5% | Reduced |
| Byrne Asset Management LLC | 450 | $26.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 459 | $26.1K | 0.00% | +6+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $28.4K | 0.02% | +500 | New |
| Sunbelt Securities, Inc. | 516 | $29.3K | 0.00% | −1,154−69.1% | Reduced |
| Compass Wealth Management LLC | 525 | $29.8K | 0.01% | 00.0% | Unchanged |
| Prostatis Group LLC | 13,539 | $30.3K | 0.01% | +13,539 | New |
| Webster Bank, N. A. | 557 | $31.6K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 562 | $31.9K | 0.02% | +7+1.3% | Added |
| Lindbrook Capital, LLC | 565 | $32.1K | 0.00% | +11+2.0% | Added |
| Bank of New Hampshire | 575 | $32.7K | 0.01% | +175+43.8% | Added |
| Valley National Advisers Inc | 650 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 655 | $37.2K | 0.01% | −50−7.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 655 | $37.2K | 0.02% | −665−50.4% | Reduced |
| ORG Partners LLC | 656 | $37.5K | 0.01% | +656 | New |
| AllSquare Wealth Management LLC | 712 | $38.0K | 0.02% | −86−10.8% | Reduced |
| AdvisorNet Financial, Inc | 674 | $38.3K | 0.00% | −12−1.7% | Reduced |