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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 4,000 | $227.3K | 0.05% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,008 | $227.7K | 0.00% | +4,008 | New |
| Federated Hermes, Inc. | 4,017 | $228.2K | 0.00% | +2,649+193.6% | Added |
| Wealthsource Partners, LLC | 4,071 | $231.3K | 0.02% | +205+5.3% | Added |
| Bogart Wealth, LLC | 4,076 | $231.6K | 0.01% | +30+0.7% | Added |
| Koshinski Asset Management, Inc. | 4,105 | $233.2K | 0.02% | −480−10.5% | Reduced |
| Signaturefd, LLC | 4,126 | $234.4K | 0.01% | +704+20.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,146 | $235.6K | 0.02% | +41+1.0% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $235.8K | 0.05% | −20,668−83.3% | Reduced |
| Crown Wealth Group, LLC | 4,150 | $235.8K | 0.19% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 4,205 | $238.9K | 0.01% | −2,478−37.1% | Reduced |
| Soltis Investment Advisors LLC | 4,242 | $241.0K | 0.03% | −31,268−88.1% | Reduced |
| Boston Financial Mangement LLC | 4,260 | $242.1K | 0.01% | −340−7.4% | Reduced |
| TRUE Private Wealth Advisors | 4,319 | $245.4K | 0.04% | 00.0% | Unchanged |
| Curi Capital | 4,327 | $245.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,345 | $246.9K | 0.02% | +4,345 | New |
| Stephens Inc | 4,353 | $247.4K | 0.00% | +4,353 | New |
| TrinityPoint Wealth, LLC | 4,354 | $247.4K | 0.05% | +168+4.0% | Added |
| Edmp, Inc. | 4,387 | $249.3K | 0.24% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,414 | $250.8K | 0.01% | +386+9.6% | Added |
| Versor Investments LP | 4,441 | $252.3K | 0.04% | +4,441 | New |
| Brinker Capital Investments, LLC | 4,451 | $252.9K | 0.00% | −9−0.2% | Reduced |
| Orion Portfolio Solutions, LLC | 4,451 | $252.9K | 0.00% | −9−0.2% | Reduced |
| XML Financial, LLC | 4,468 | $253.9K | 0.03% | +41+0.9% | Added |
| Profund Advisors LLC | 4,500 | $255.7K | 0.01% | −75−1.6% | Reduced |
| Commerzbank Aktiengesellschaft | 4,500 | $256.0K | 0.01% | +4,500 | New |
| Parallel Advisors, LLC | 4,505 | $256.0K | 0.01% | +2,637+141.2% | Added |
| Welch Group, LLC | 4,531 | $257.5K | 0.01% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 4,565 | $259.0K | 0.25% | +490+12.0% | Added |
| Dark Forest Capital Management LP | 4,597 | $261.2K | 0.03% | +4,597 | New |
| Machina Capital S.A.S. | 4,605 | $261.7K | 0.15% | +4,605 | New |
| Personal Cfo Solutions, LLC | 4,639 | $263.6K | 0.05% | +87+1.9% | Added |
| Howland Capital Management LLC | 4,616 | $265.1K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,683 | $266.1K | 0.03% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,692 | $266.6K | 0.10% | 00.0% | Unchanged |
| Weiss Asset Management LP | 4,702 | $267.2K | 0.03% | +4,702 | New |
| Seelaus Asset Management LLC | 4,724 | $268.0K | 0.21% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 4,720 | $268.2K | 0.30% | 00.0% | Unchanged |
| Huntington National Bank | 4,738 | $269.2K | 0.00% | +759+19.1% | Added |
| Comerica Securities,inc. | 4,698 | $269.9K | 0.02% | +410+9.6% | Added |
| Mastrapasqua Asset Management Inc | 4,755 | $270.2K | 0.03% | +10.0% | Added |
| CWM, LLC | 4,791 | $272.0K | 0.00% | −1,446−23.2% | Reduced |
| Brown Brothers Harriman & Co | 4,817 | $273.7K | 0.00% | −3−0.1% | Reduced |
| Verdence Capital Advisors LLC | 4,831 | $274.5K | 0.03% | −3−0.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,837 | $275.0K | 0.03% | +4,837 | New |
| L.M. Kohn & Company | 4,875 | $277.0K | 0.10% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,928 | $280.0K | 0.19% | −200−3.9% | Reduced |
| Dorsey Wright & Associates | 4,976 | $283.0K | 0.09% | −16−0.3% | Reduced |
| Essex Savings Bank | 4,982 | $283.0K | 0.09% | −185−3.6% | Reduced |
| Richard W. Paul & Associates, LLC | 4,992 | $283.7K | 0.12% | −27−0.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 4,994 | $283.8K | 0.06% | −500−9.1% | Reduced |
| Pinebridge Investments, L.P. | 4,996 | $283.9K | 0.00% | +4,996 | New |
| West Wealth Group, LLC | 5,000 | $284.1K | 0.12% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 4,889 | $284.7K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,042 | $286.5K | 0.00% | −300−5.6% | Reduced |
| Cambria Investment Management, L.P. | 5,111 | $290.4K | 0.02% | +5,111 | New |
| Destination Wealth Management | 5,133 | $291.7K | 0.01% | +941+22.4% | Added |
| Pinnacle Family Advisors, LLC | 5,190 | $294.9K | 0.16% | +28+0.5% | Added |
| Texas Yale Capital Corp. | 5,200 | $295.5K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,200 | $295.5K | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 5,210 | $296.0K | 0.01% | +5,210 | New |
| Goldstone Financial Group, LLC | 5,221 | $296.6K | 0.09% | +215+4.3% | Added |
| M&R Capital Management Inc | 5,267 | $299.3K | 0.08% | +332+6.7% | Added |
| iA Global Asset Management Inc. | 5,312 | $302.0K | 0.01% | +5,312 | New |
| BancorpSouth Bank | 5,318 | $302.2K | 0.03% | +5,318 | New |
| Southland Equity Partners LLC | 5,348 | $303.9K | 0.10% | −910−14.5% | Reduced |
| BTC Capital Management, Inc. | 5,353 | $304.2K | 0.03% | −3,101−36.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,359 | $304.5K | 0.01% | −19,165−78.1% | Reduced |
| Coastline Trust Co | 5,396 | $306.6K | 0.04% | +200+3.8% | Added |
| Geneos Wealth Management Inc. | 5,524 | $313.9K | 0.02% | +3,287+146.9% | Added |
| Financial Management Professionals, Inc. | 5,610 | $319.0K | 0.05% | +496+9.7% | Added |
| Segall Bryant & Hamill, LLC | 5,666 | $321.9K | 0.00% | −4,372−43.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 5,700 | $323.9K | 0.40% | +5,700 | New |
| Independent Solutions Wealth Management, LLC | 5,749 | $326.7K | 0.09% | 00.0% | Unchanged |
| Laurion Capital Management LP | 5,800 | $329.6K | 0.01% | +5,800 | New |
| Dakota Wealth Management | 5,803 | $329.7K | 0.02% | +1,316+29.3% | Added |
| Griffin Asset Management, Inc. | 5,827 | $331.1K | 0.04% | +29+0.5% | Added |
| Golden State Equity Partners | 5,852 | $332.5K | 0.09% | +5,852 | New |
| PEAK6 Investments LLC | 5,855 | $332.7K | 0.03% | +5,855 | New |
| Intrua Financial, LLC | 5,863 | $333.1K | 0.06% | −95−1.6% | Reduced |
| Alberta Investment Management Corp | 5,900 | $335.2K | 0.00% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 5,941 | $337.6K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,017 | $341.9K | 0.05% | −37−0.6% | Reduced |
| SFG Wealth Management, LLC. | 6,061 | $344.4K | 0.29% | +30.0% | Added |
| Hilltop Holdings Inc. | 6,066 | $344.7K | 0.04% | −11,399−65.3% | Reduced |
| Transatlantique Private Wealth LLC | 6,069 | $344.8K | 0.18% | −8,303−57.8% | Reduced |
| Private Portfolio Partners LLC | 6,080 | $345.5K | 0.09% | +6+0.1% | Added |
| Equitable Holdings, Inc. | 6,090 | $346.0K | 0.00% | −295−4.6% | Reduced |
| Garden State Investment Advisory Services LLC | 6,148 | $352.4K | 0.16% | +204+3.4% | Added |
| Principle Wealth Partners LLC | 6,245 | $354.8K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,252 | $355.2K | 0.03% | −325−4.9% | Reduced |
| Wealthcare Advisory Partners LLC | 6,272 | $356.4K | 0.02% | −698−10.0% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $357.6K | 0.30% | +5,788 | New |
| DFPG Investments, LLC | 5,762 | $358.6K | 0.03% | +947+19.7% | Added |
| Flagship Harbor Advisors, LLC | 6,395 | $363.4K | 0.03% | +377+6.3% | Added |
| Centaurus Financial, Inc. | 6,463 | $367.0K | 0.03% | −283−4.2% | Reduced |
| Banque Cantonale Vaudoise | 6,457 | $367.0K | 0.02% | 00.0% | Unchanged |
| Accuvest Global Advisors | 6,473 | $368.0K | 0.19% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,484 | $368.0K | 0.01% | +3,071+90.0% | Added |
| DCM Advisors, LLC | 6,586 | $374.2K | 0.16% | +6,586 | New |