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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 686 | $39.0K | 0.01% | +8+1.2% | Added |
| Cambridge Trust Co | 735 | $41.8K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 758 | $43.1K | 0.01% | +224+41.9% | Added |
| Quadrant Capital Group LLC | 767 | $43.6K | 0.00% | +105+15.9% | Added |
| AlphaMark Advisors, LLC | 766 | $44.0K | 0.02% | +366+91.5% | Added |
| GHP Investment Advisors, Inc. | 745 | $45.1K | 0.00% | +11+1.5% | Added |
| Thompson Investment Management, Inc. | 800 | $45.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 804 | $45.7K | 0.02% | +11+1.4% | Added |
| Eagle Bay Advisors LLC | 815 | $46.3K | 0.03% | +795+3,975.0% | Added |
| Beacon Capital Management, LLC | 821 | $46.6K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 825 | $46.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 833 | $47.3K | 0.00% | −9−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,000 | $49.9K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $51.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 919 | $52.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 964 | $54.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 970 | $55.1K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 992 | $56.8K | 0.00% | −202−16.9% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $56.8K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,000 | $56.8K | 0.00% | +1,000 | New |
| Farther Finance Advisors, LLC | 1,008 | $57.3K | 0.01% | +280+38.5% | Added |
| Sittner & Nelson, LLC | 1,026 | $58.3K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,021 | $58.6K | 0.02% | −75−6.8% | Reduced |
| Carolinas Wealth Consulting LLC | 1,028 | $59.0K | 0.01% | −250−19.6% | Reduced |
| Clear Street Markets LLC | 1,081 | $61.0K | 0.03% | −1,457−57.4% | Reduced |
| Sawyer & Company, Inc | 1,075 | $61.0K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 1,085 | $61.6K | 0.04% | +1,085 | New |
| Loomis Sayles & Co L P | 1,101 | $63.0K | 0.00% | +1,101 | New |
| GPS Wealth Strategies Group, LLC | 1,118 | $63.5K | 0.01% | +8+0.7% | Added |
| Worth Asset Management, LLC | 1,145 | $65.1K | 0.05% | +1,145 | New |
| Massmutual Trust Co FSB | 1,221 | $69.4K | 0.00% | +255+26.4% | Added |
| Desjardins Global Asset Management Inc. | 1,245 | $70.7K | 0.01% | −2,063−62.4% | Reduced |
| Avion Wealth | 1,269 | $72.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,273 | $72.3K | 0.02% | +95+8.1% | Added |
| C M Bidwell & Associates Ltd | 1,285 | $73.0K | 0.05% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 1,292 | $74.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,350 | $76.7K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,400 | $79.5K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,424 | $80.9K | 0.00% | +566+66.0% | Added |
| First Financial Corp | 1,500 | $85.2K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,558 | $89.0K | 0.06% | +19+1.2% | Added |
| Tobam | 1,587 | $90.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,600 | $90.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,613 | $91.6K | 0.00% | +2+0.1% | Added |
| Central Trust Co | 1,640 | $93.2K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,699 | $96.6K | 0.04% | +8+0.5% | Added |
| V-Square Quantitative Management LLC | 1,755 | $99.7K | 0.07% | +1,755 | New |
| Monetary Management Group Inc | 1,800 | $102.3K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,908 | $108.0K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,892 | $108.0K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,959 | $111.3K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,963 | $112.0K | 0.00% | +1,963 | New |
| First Manhattan Co | 1,995 | $113.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $113.6K | 0.00% | −16−0.8% | Reduced |
| Financial Perspectives, Inc | 2,000 | $113.6K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,008 | $114.1K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,024 | $115.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,025 | $115.1K | 0.01% | +67+3.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,089 | $118.7K | 0.01% | +2,089 | New |
| NVWM, LLC | 2,151 | $123.6K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,189 | $124.4K | 0.03% | +1,054+92.9% | Added |
| Addison Advisors LLC | 2,251 | $127.9K | 0.06% | +200+9.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,432 | $138.2K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,653 | $150.7K | 0.02% | −509−16.1% | Reduced |
| IFP Advisors, Inc | 4,541 | $154.2K | 0.01% | −368−7.5% | Reduced |
| Clean Yield Group | 3,000 | $170.5K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 3,181 | $180.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,285 | $186.7K | 0.07% | −21−0.6% | Reduced |
| Smithfield Trust Co | 3,282 | $187.0K | 0.01% | −280−7.9% | Reduced |
| Penserra Capital Management LLC | 3,326 | $187.0K | 0.00% | +1,818+120.6% | Added |
| Sutton Wealth Advisors Inc. | 3,294 | $187.2K | 0.09% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,456 | $196.0K | 0.00% | −469−11.9% | Reduced |
| Strategic Blueprint, LLC | 3,535 | $200.9K | 0.02% | +3,535 | New |
| Prime Capital Investment Advisors, LLC | 3,560 | $202.3K | 0.00% | +3,560 | New |
| Washington Trust Co | 3,566 | $202.6K | 0.01% | −1,766−33.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,577 | $203.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,545 | $203.5K | 0.01% | +3,545 | New |
| Advisors Management Group Inc | 3,597 | $204.0K | 0.06% | +3,597 | New |
| Panagora Asset Management Inc | 3,693 | $209.8K | 0.00% | +3,693 | New |
| Beaumont Financial Advisors, LLC | 3,703 | $210.4K | 0.02% | +3,703 | New |
| Change Path, LLC | 3,736 | $212.0K | 0.01% | +3,736 | New |
| Nations Financial Group Inc, | 3,739 | $212.4K | 0.02% | +3,739 | New |
| Verition Fund Management LLC | 3,745 | $212.8K | 0.00% | −4,859−56.5% | Reduced |
| Advisors Capital Management, LLC | 3,752 | $213.0K | 0.01% | +3,752 | New |
| Aire Advisors, LLC | 3,752 | $213.2K | 0.06% | +3,752 | New |
| Moneta Group Investment Advisors LLC | 3,757 | $213.5K | 0.00% | +3,757 | New |
| Belpointe Asset Management LLC | 3,767 | $214.1K | 0.02% | −3,399−47.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,769 | $214.2K | 0.05% | −48−1.3% | Reduced |
| Grey Street Capital, LLC | 3,731 | $214.3K | 0.11% | −1,849−33.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,796 | $215.7K | 0.04% | +3,796 | New |
| FDx Advisors, Inc. | 3,835 | $218.0K | 0.01% | −5,980−60.9% | Reduced |
| Capital International Inc | 3,838 | $218.1K | 0.00% | −3,272−46.0% | Reduced |
| Strategic Financial Concepts, LLC | 3,853 | $218.9K | 0.08% | −457−10.6% | Reduced |
| Raleigh Capital Management Inc. | 3,858 | $219.2K | 0.11% | +301+8.5% | Added |
| Private Trust Co NA | 3,873 | $220.1K | 0.03% | +1,199+44.8% | Added |
| Park National Corp | 3,905 | $221.9K | 0.01% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 3,910 | $222.2K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,953 | $224.6K | 0.03% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 4,000 | $227.3K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $227.3K | 0.14% | 00.0% | Unchanged |