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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 11,785 | $670.0K | 0.02% | −6,948−37.1% | Reduced |
| Monument Capital Management | 11,809 | $671.0K | 0.21% | −353−2.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 11,875 | $674.7K | 0.26% | −3,789−24.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,966 | $679.9K | 0.16% | −1,405−10.5% | Reduced |
| Community Bank of Raymore | 12,130 | $689.2K | 0.30% | +2,220+22.4% | Added |
| Kinneret Advisory, LLC | 12,114 | $695.8K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 12,264 | $696.8K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 12,368 | $702.8K | 0.01% | +4,091+49.4% | Added |
| Strait & Sound Wealth Management LLC | 12,370 | $702.8K | 0.70% | −4,997−28.8% | Reduced |
| Savant Capital, LLC | 12,370 | $702.9K | 0.01% | +12,370 | New |
| PGGM Investments | 12,556 | $713.0K | 0.01% | −3,416−21.4% | Reduced |
| Prudent Man Advisors, LLC | 12,554 | $713.0K | 0.27% | −227−1.8% | Reduced |
| Park Avenue Securities LLC | 12,545 | $713.0K | 0.01% | +617+5.2% | Added |
| Boothbay Fund Management, LLC | 12,598 | $715.8K | 0.02% | +12,598 | New |
| Metis Global Partners, LLC | 12,907 | $733.4K | 0.04% | +78+0.6% | Added |
| Focus Financial Network, Inc. | 12,925 | $742.4K | 0.04% | +118+0.9% | Added |
| Princeton Capital Management LLC | 13,084 | $743.4K | 0.31% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 13,413 | $762.1K | 0.17% | +707+5.6% | Added |
| Cary Street Partner Investment Advisory LLC | 13,425 | $762.8K | 0.05% | +1,099+8.9% | Added |
| Moody Lynn & Lieberson, LLC | 13,435 | $763.4K | 0.06% | +2,259+20.2% | Added |
| Contravisory Investment Management, Inc. | 13,558 | $770.4K | 0.20% | +141+1.1% | Added |
| Pathstone Family Office, LLC | 13,481 | $773.1K | 0.01% | +158+1.2% | Added |
| Engineers Gate Manager LP | 13,633 | $774.6K | 0.03% | +13,633 | New |
| Columbia Asset Management | 13,666 | $777.0K | 0.17% | −593−4.2% | Reduced |
| Widmann Financial Services, Inc. | 13,889 | $789.2K | 0.75% | +230+1.7% | Added |
| EP Wealth Advisors, LLC | 30,994 | $800.0K | 0.01% | +29,935+2,826.7% | Added |
| C2C Wealth Management, LLC | 13,090 | $802.3K | 0.11% | −600−4.4% | Reduced |
| Paloma Partners Management Co | 14,131 | $802.9K | 0.19% | +14,131 | New |
| New Mexico Educational Retirement Board | 14,140 | $803.0K | 0.04% | +700+5.2% | Added |
| Csenge Advisory Group | 14,133 | $803.0K | 0.05% | +1,080+8.3% | Added |
| Schroder Investment Management Group | 14,182 | $805.8K | 0.00% | −2,787−16.4% | Reduced |
| Naviter Wealth, LLC | 14,089 | $809.0K | 0.21% | +1,860+15.2% | Added |
| JustInvest LLC | 14,324 | $813.9K | 0.02% | +592+4.3% | Added |
| Advisor Partners II, LLC | 14,439 | $820.4K | 0.04% | +825+6.1% | Added |
| DuPont Capital Management Corp | 14,720 | $836.4K | 0.04% | −1,149−7.2% | Reduced |
| Level Four Advisory Services, LLC | 14,756 | $838.4K | 0.05% | −2,686−15.4% | Reduced |
| Sawtooth Solutions, LLC | 14,909 | $847.1K | 0.02% | −7,172−32.5% | Reduced |
| Bleakley Financial Group, LLC | 14,909 | $847.1K | 0.03% | −1,293−8.0% | Reduced |
| Eqis Capital Management, Inc. | 14,998 | $852.2K | 0.10% | −1,840−10.9% | Reduced |
| Beacon Financial Advisory LLC | 15,019 | $853.4K | 0.49% | +74+0.5% | Added |
| Capital Investment Advisory Services, LLC | 15,337 | $871.5K | 0.09% | +426+2.9% | Added |
| E. Ohman J:or Asset Management AB | 15,553 | $883.7K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15,865 | $891.0K | 0.26% | −1,263−7.4% | Reduced |
| Balyasny Asset Management LLC | 16,017 | $910.1K | 0.00% | +8,527+113.8% | Added |
| Bank of Nova Scotia | 16,092 | $914.4K | 0.00% | +279+1.8% | Added |
| Hancock Whitney Corp | 16,415 | $933.0K | 0.04% | −1,349−7.6% | Reduced |
| Essex Financial Services, Inc. | 16,454 | $934.9K | 0.11% | −525−3.1% | Reduced |
| Colony Group LLC | 16,509 | $938.0K | 0.01% | +39+0.2% | Added |
| Lee Danner & Bass Inc | 16,688 | $948.0K | 0.08% | −235−1.4% | Reduced |
| Advisory Research Inc | 16,901 | $960.3K | 0.12% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,925 | $961.7K | 0.01% | +7,275+75.4% | Added |
| Royal Fund Management, LLC | 17,080 | $970.5K | 0.14% | −913−5.1% | Reduced |
| Tyler-Stone Wealth Management | 17,225 | $979.0K | 0.55% | +17,225 | New |
| NewEdge Wealth, LLC | 17,357 | $986.2K | 0.03% | +4,382+33.8% | Added |
| Beverly Hills Private Wealth, LLC | 16,275 | $991.5K | 0.16% | +8,408+106.9% | Added |
| TFG Advisers LLC | 17,566 | $998.1K | 0.45% | +1,527+9.5% | Added |
| InterOcean Capital Group, LLC | 17,618 | $1.00M | 0.03% | +12,732+260.6% | Added |
| Invst, LLC | 17,793 | $1.01M | 0.15% | −998−5.3% | Reduced |
| Childress Capital Advisors, LLC | 17,900 | $1.02M | 0.43% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 18,000 | $1.02M | 0.02% | −900−4.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18,069 | $1.03M | 0.04% | +1,310+7.8% | Added |
| SeaBridge Investment Advisors LLC | 18,217 | $1.04M | 0.34% | −21,479−54.1% | Reduced |
| American Assets Capital Advisers, LLC | 18,300 | $1.04M | 0.26% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 18,638 | $1.06M | 0.01% | +5,301+39.7% | Added |
| Fagan Associates, Inc. | 18,686 | $1.06M | 0.26% | +60.0% | Added |
| Roman Butler Fullerton & Co | 17,224 | $1.07M | 0.49% | +106+0.6% | Added |
| Hudson Portfolio Management LLC | 19,135 | $1.09M | 1.18% | −456−2.3% | Reduced |
| KBC Group NV | 19,208 | $1.09M | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 19,258 | $1.09M | 0.01% | −4,025−17.3% | Reduced |
| Ostrum Asset Management | 19,339 | $1.10M | 0.09% | +74+0.4% | Added |
| Lincoln National Corp | 19,502 | $1.11M | 0.02% | +869+4.7% | Added |
| King Luther Capital Management Corp | 19,503 | $1.11M | 0.01% | −1,003−4.9% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $1.12M | 0.12% | 00.0% | Unchanged |
| PFG Investments, LLC | 19,767 | $1.12M | 0.20% | +996+5.3% | Added |
| Trust Investment Advisors | 20,466 | $1.16M | 0.94% | +32+0.2% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $1.16M | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 20,597 | $1.17M | 0.05% | −4,181−16.9% | Reduced |
| Fox Run Management, L.L.C. | 20,924 | $1.19M | 0.33% | +20,924 | New |
| Cipher Capital LP | 20,956 | $1.19M | 0.20% | +8,635+70.1% | Added |
| Terra Nova Asset Management LLC | 21,084 | $1.20M | 1.09% | +338+1.6% | Added |
| Future Financial Wealth Managment LLC | 21,089 | $1.20M | 1.26% | −473−2.2% | Reduced |
| Fiduciary Trust Co | 21,506 | $1.22M | 0.02% | +157+0.7% | Added |
| Commerce Bank | 21,586 | $1.23M | 0.01% | +979+4.8% | Added |
| Metropolitan Life Insurance Co | 21,615 | $1.23M | 0.06% | −352−1.6% | Reduced |
| Heritage Trust Co | 21,630 | $1.23M | 0.18% | +2,265+11.7% | Added |
| McMillion Capital Management Inc | 21,672 | $1.23M | 1.10% | −460−2.1% | Reduced |
| Ingalls & Snyder LLC | 21,813 | $1.24M | 0.06% | −125−0.6% | Reduced |
| Hartford Investment Management Co | 21,837 | $1.24M | 0.05% | −4,067−15.7% | Reduced |
| Apollon Wealth Management, LLC | 21,895 | $1.24M | 0.06% | −1,916−8.0% | Reduced |
| Reik & Co., LLC | 21,990 | $1.25M | 0.34% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 22,064 | $1.25M | 0.01% | −20,535−48.2% | Reduced |
| Herbst Group, LLC | 22,100 | $1.26M | 0.87% | −400−1.8% | Reduced |
| Maryland State Retirement & Pension System | 22,108 | $1.26M | 0.03% | −587−2.6% | Reduced |
| Nordea Investment Management AB | 22,139 | $1.26M | 0.00% | +1,407+6.8% | Added |
| Ellsworth Advisors, LLC | 22,344 | $1.27M | 0.44% | +22,344 | New |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.28M | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 22,557 | $1.28M | 0.14% | −3,696−14.1% | Reduced |
| Donoghue Forlines LLC | 22,631 | $1.29M | 0.40% | −1,504−6.2% | Reduced |
| Oregon Public Employees Retirement Fund | 22,739 | $1.29M | 0.02% | +300+1.3% | Added |
| Prudential PLC | 22,852 | $1.30M | 0.02% | +4,499+24.5% | Added |