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, 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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 6,600 | $375.0K | 0.00% | −2,657−28.7% | Reduced |
| E&G Advisors, LP | 6,625 | $376.4K | 0.13% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,691 | $380.2K | 0.01% | +96+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 6,797 | $386.2K | 0.01% | +381+5.9% | Added |
| Sculati Wealth Management, LLC | 6,801 | $386.4K | 0.19% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 6,905 | $392.3K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,940 | $394.3K | 0.01% | +2,164+45.3% | Added |
| Investors Research Corp | 6,954 | $395.1K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,963 | $395.7K | 0.01% | −1,700−19.6% | Reduced |
| Ullmann Financial Group, Inc. | 7,076 | $402.1K | 0.08% | +82+1.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 7,091 | $402.9K | 0.03% | 00.0% | Unchanged |
| Greenleaf Trust | 7,101 | $403.5K | 0.00% | −342−4.6% | Reduced |
| Kingsview Wealth Management, LLC | 7,107 | $403.8K | 0.02% | −36−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,145 | $406.0K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,710 | $407.9K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,206 | $409.4K | 0.05% | −238−3.2% | Reduced |
| Fiduciary Group LLC | 7,250 | $411.9K | 0.05% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 7,291 | $414.3K | 0.08% | +12+0.2% | Added |
| Augustine Asset Management Inc | 7,295 | $414.5K | 0.19% | −115−1.6% | Reduced |
| Great Lakes Advisors, LLC | 7,478 | $424.9K | 0.00% | +7,478 | New |
| Oppenheimer & Co Inc | 7,481 | $425.1K | 0.01% | +1,092+17.1% | Added |
| TownSquare Capital, LLC | 7,482 | $425.1K | 0.01% | −399−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 7,545 | $428.7K | 0.04% | +314+4.3% | Added |
| Arete Wealth Advisors, LLC | 7,580 | $431.0K | 0.04% | −816−9.7% | Reduced |
| Integrated Advisors Network LLC | 7,655 | $434.9K | 0.03% | +71+0.9% | Added |
| Bessemer Group Inc | 7,666 | $436.0K | 0.00% | +3,038+65.6% | Added |
| Scotia Capital Inc. | 7,721 | $438.7K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,811 | $444.0K | 0.01% | −258−3.2% | Reduced |
| Brown Advisory Inc | 7,865 | $446.9K | 0.00% | −158−2.0% | Reduced |
| Kapitalo Investimentos Ltda | 7,930 | $450.6K | 0.08% | +7,930 | New |
| Thompson Davis & Co., Inc. | 8,000 | $454.6K | 0.51% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,670 | $463.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,171 | $464.3K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8,250 | $468.8K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 8,273 | $470.1K | 0.08% | −100−1.2% | Reduced |
| Ossiam | 8,303 | $471.8K | 0.01% | +12+0.1% | Added |
| TCG Advisory Services, LLC | 8,316 | $472.5K | 0.08% | +8,316 | New |
| Sigma Planning Corp | 8,455 | $480.5K | 0.02% | −5,989−41.5% | Reduced |
| Formidable Asset Management, LLC | 8,457 | $481.0K | 0.10% | −7,215−46.0% | Reduced |
| Wellington Shields & Co., LLC | 8,533 | $484.8K | 0.11% | −2,950−25.7% | Reduced |
| Heartland Bank & Trust Co | 8,540 | $485.2K | 0.38% | −788−8.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,573 | $487.1K | 0.01% | −423−4.7% | Reduced |
| Madden Securities Corp | 8,725 | $495.8K | 0.25% | −1,750−16.7% | Reduced |
| Herold Advisors, Inc. | 8,751 | $497.2K | 0.15% | −499−5.4% | Reduced |
| IHT Wealth Management, LLC | 8,760 | $497.8K | 0.03% | +505+6.1% | Added |
| Wetherby Asset Management Inc | 8,805 | $500.3K | 0.03% | −436−4.7% | Reduced |
| H&H Retirement Design & Management INC | 8,610 | $508.9K | 0.34% | +87+1.0% | Added |
| TD Waterhouse Canada Inc. | 8,419 | $510.3K | 0.01% | +178+2.2% | Added |
| Demars Financial Group, LLC | 9,063 | $515.0K | 0.29% | −199−2.1% | Reduced |
| Bailard, Inc. | 9,100 | $517.1K | 0.02% | −611−6.3% | Reduced |
| Aspire Private Capital, LLC | 9,102 | $517.2K | 0.16% | +98+1.1% | Added |
| Global Retirement Partners, LLC | 9,108 | $517.5K | 0.03% | +1,236+15.7% | Added |
| Wedbush Securities Inc | 9,144 | $520.0K | 0.02% | −58−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,199 | $522.7K | 0.01% | +60+0.7% | Added |
| Brevan Howard Capital Management LP | 9,225 | $524.2K | 0.10% | +9,225 | New |
| Verus Capital Partners, LLC | 9,249 | $525.5K | 0.07% | +664+7.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,320 | $529.0K | 0.01% | +452+5.1% | Added |
| Redhawk Wealth Advisors, Inc. | 9,453 | $537.1K | 0.16% | +1,981+26.5% | Added |
| Colonial River Wealth Management, LLC | 9,506 | $540.1K | 0.36% | −578−5.7% | Reduced |
| Beacon Investment Advisors LLC | 9,516 | $540.7K | 0.37% | −562−5.6% | Reduced |
| Adelante Capital Management LLC | 9,625 | $547.0K | 0.05% | −1,780−15.6% | Reduced |
| Veritable, L.P. | 9,644 | $548.0K | 0.01% | +1,243+14.8% | Added |
| Merit Financial Group, LLC | 9,654 | $548.5K | 0.02% | −116−1.2% | Reduced |
| 1620 Investment Advisors, Inc. | 16,093 | $553.6K | 0.63% | +16,093 | New |
| Atlantic Union Bankshares Corp | 9,794 | $556.5K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 9,795 | $556.6K | 0.01% | −5,916−37.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 9,825 | $558.3K | 0.02% | +9,825 | New |
| Mathes Company, Inc. | 9,950 | $565.0K | 0.25% | +9,950 | New |
| Teamwork Financial Advisors, LLC | 9,956 | $565.7K | 0.09% | −1,353−12.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,971 | $566.5K | 0.01% | +704+7.6% | Added |
| Armor Investment Advisors, LLC | 9,996 | $568.0K | 0.34% | +186+1.9% | Added |
| Archer Investment Corp | 10,000 | $568.2K | 0.20% | −2,000−16.7% | Reduced |
| Montag A & Associates Inc | 9,894 | $568.3K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $581.8K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,259 | $582.9K | 0.23% | +232+2.3% | Added |
| Fayez Sarofim & Co | 10,274 | $583.8K | 0.00% | −512−4.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,336 | $587.3K | 0.02% | +10,336 | New |
| APG Asset Management N.V. | 11,405 | $594.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,469 | $595.0K | 0.04% | +125+1.2% | Added |
| Outlook Wealth Advisors, LLC | 10,603 | $602.4K | 0.23% | −592−5.3% | Reduced |
| One Charles Private Wealth Services, LLC | 10,710 | $608.5K | 0.35% | +708+7.1% | Added |
| Proequities, Inc. | 10,612 | $609.5K | 0.05% | −733−6.5% | Reduced |
| Gsa Capital Partners LLP | 10,838 | $616.0K | 0.06% | +10,838 | New |
| WealthBridge Capital Management, LLC | 10,872 | $617.8K | 0.25% | −40−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 10,900 | $618.0K | 0.12% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 11,089 | $630.1K | 0.05% | +5,038+83.3% | Added |
| Independent Financial Group, LLC | 11,153 | $633.7K | 0.04% | +575+5.4% | Added |
| Squarepoint Ops LLC | 11,175 | $635.0K | 0.00% | −9,013−44.6% | Reduced |
| Westwood Holdings Group Inc. | 11,200 | $636.0K | 0.01% | −65,000−85.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,230 | $638.1K | 0.02% | +3,914+53.5% | Added |
| Abbot Financial Management, Inc. | 11,250 | $639.2K | 0.41% | −1,200−9.6% | Reduced |
| Plimoth Trust Co LLC | 11,278 | $640.8K | 0.19% | +1,200+11.9% | Added |
| Walleye Trading LLC | 11,290 | $641.5K | 0.03% | −13,839−55.1% | Reduced |
| Harbour Investments, Inc. | 11,328 | $643.7K | 0.03% | +156+1.4% | Added |
| Cerity Partners LLC | 11,443 | $650.4K | 0.00% | −191−1.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 11,455 | $650.9K | 0.57% | +800+7.5% | Added |
| Assenagon Asset Management S.A. | 11,482 | $652.4K | 0.00% | +22+0.2% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $653.1K | 0.29% | +435+3.9% | Added |
| Integrated Wealth Concepts LLC | 11,559 | $656.8K | 0.01% | +2,762+31.4% | Added |
| Retirement Planning Co of New England, Inc. | 11,587 | $658.4K | 0.38% | −244−2.1% | Reduced |