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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 23,268 | $1.31M | 0.02% | +8,072+53.1% | Added |
| Spirit of America Management Corp | 23,000 | $1.31M | 0.29% | +500+2.2% | Added |
| Creative Planning | 23,389 | $1.33M | 0.00% | −2,163−8.5% | Reduced |
| Kentucky Retirement Systems | 23,447 | $1.33M | 0.04% | +461+2.0% | Added |
| Delphi Management Inc | 23,810 | $1.35M | 1.43% | +23,810 | New |
| Elo Mutual Pension Insurance Co | 24,078 | $1.37M | 0.04% | +758+3.3% | Added |
| Securian Asset Management, Inc | 24,116 | $1.37M | 0.04% | −215−0.9% | Reduced |
| Davenport & Co LLC | 24,224 | $1.38M | 0.01% | +75+0.3% | Added |
| Cascade Investment Group, Inc. | 24,445 | $1.39M | 1.27% | +80.0% | Added |
| Lockheed Martin Investment Management Co | 24,478 | $1.39M | 0.08% | +2,600+11.9% | Added |
| Gables Capital Management Inc. | 25,160 | $1.43M | 0.94% | +300+1.2% | Added |
| Advisory Services Network, LLC | 25,173 | $1.43M | 0.04% | −486−1.9% | Reduced |
| Mackenzie Financial Corp | 25,052 | $1.43M | 0.00% | −814−3.1% | Reduced |
| Moody National Bank Trust Division | 25,330 | $1.44M | 0.10% | +437+1.8% | Added |
| Pensionfund Sabic | 25,500 | $1.45M | 0.49% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25,666 | $1.46M | 0.04% | −511−2.0% | Reduced |
| KCM Investment Advisors LLC | 26,085 | $1.48M | 0.06% | −56−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,169 | $1.49M | 0.01% | −468−1.8% | Reduced |
| British Columbia Investment Management Corp | 26,285 | $1.49M | 0.01% | +399+1.5% | Added |
| GWM Advisors LLC | 26,445 | $1.50M | 0.02% | +11,328+74.9% | Added |
| Sippican Capital Advisors | 26,902 | $1.53M | 1.41% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 27,001 | $1.53M | 0.55% | +889+3.4% | Added |
| Richard P Slaughter Associates Inc | 27,049 | $1.54M | 0.44% | +575+2.2% | Added |
| Horizon Kinetics Asset Management LLC | 27,358 | $1.55M | 0.03% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 27,525 | $1.56M | 0.42% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 28,234 | $1.60M | 0.05% | +18,594+192.9% | Added |
| Boston Private Wealth LLC | 28,400 | $1.61M | 0.03% | −3,266−10.3% | Reduced |
| Corrado Advisors, LLC | 29,462 | $1.67M | 1.17% | +1,279+4.5% | Added |
| Capital Investment Advisors, LLC | 29,558 | $1.68M | 0.05% | −1,406−4.5% | Reduced |
| CoreFirst Bank & Trust | 29,570 | $1.68M | 1.18% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 29,644 | $1.68M | 0.27% | +29,403+12,200.4% | Added |
| Gulf International Bank (UK) Ltd | 29,672 | $1.69M | 0.04% | −8,836−22.9% | Reduced |
| US Bancorp | 29,707 | $1.69M | 0.00% | +811+2.8% | Added |
| Foster & Motley Inc | 29,915 | $1.70M | 0.13% | +5,660+23.3% | Added |
| Madison Asset Management, LLC | 30,473 | $1.73M | 0.03% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 30,993 | $1.76M | 0.57% | −241−0.8% | Reduced |
| Rafferty Asset Management, LLC | 31,039 | $1.76M | 0.01% | +485+1.6% | Added |
| Stock Yards Bank & Trust Co | 31,045 | $1.76M | 0.06% | −945−3.0% | Reduced |
| Achmea Investment Management B.V. | 31,696 | $1.80M | 0.04% | +8,747+38.1% | Added |
| Holderness Investments Co | 32,926 | $1.87M | 0.69% | +83+0.3% | Added |
| Ziegler Capital Management, LLC | 33,478 | $1.90M | 0.07% | +279+0.8% | Added |
| Ethic Inc. | 33,873 | $1.92M | 0.07% | −215−0.6% | Reduced |
| CIBC World Markets Corp | 34,178 | $1.94M | 0.02% | −75,068−68.7% | Reduced |
| HGI Capital Management, LLC | 34,190 | $1.94M | 0.93% | +34,190 | New |
| CoreCap Advisors, LLC | 34,390 | $1.95M | 0.14% | +34,390 | New |
| Pacitti Group Inc. | 34,200 | $1.96M | 1.38% | −341−1.0% | Reduced |
| Czech National Bank | 34,522 | $1.96M | 0.04% | +274+0.8% | Added |
| Venture Visionary Partners LLC | 34,825 | $1.98M | 0.12% | −1,657−4.5% | Reduced |
| Westpac Banking Corp | 34,872 | $1.98M | 0.14% | −51,323−59.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 35,257 | $2.00M | 0.21% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 35,490 | $2.02M | 0.61% | +17,575+98.1% | Added |
| Mariner, LLC | 35,543 | $2.02M | 0.01% | +303+0.9% | Added |
| WESPAC Advisors, LLC | 35,554 | $2.02M | 1.62% | −1,913−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 35,586 | $2.02M | 0.01% | −1,311−3.6% | Reduced |
| Green Alpha Advisors, LLC | 35,970 | $2.04M | 1.34% | +2,139+6.3% | Added |
| NorthCrest Asset Manangement, LLC | 36,026 | $2.05M | 0.08% | +399+1.1% | Added |
| MSH Capital Advisors LLC | 36,227 | $2.06M | 0.75% | +8,194+29.2% | Added |
| Twelve Points Wealth Management LLC | 36,366 | $2.07M | 1.10% | +3,373+10.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,439 | $2.13M | 0.13% | +11,754+45.8% | Added |
| Norinchukin Bank, The | 38,582 | $2.19M | 0.04% | +6,261+19.4% | Added |
| National Asset Management, Inc. | 38,448 | $2.20M | 0.05% | −4,455−10.4% | Reduced |
| Macquarie Group Ltd | 40,352 | $2.29M | 0.00% | −2,571−6.0% | Reduced |
| Disciplined Equity Management, Inc. | 40,605 | $2.31M | 1.88% | −160−0.4% | Reduced |
| Bramshill Investments, LLC | 40,827 | $2.32M | 0.21% | −21,042−34.0% | Reduced |
| Jefferies Financial Group Inc. | 41,571 | $2.36M | 0.05% | +36,746+761.6% | Added |
| AQR Capital Management LLC | 41,765 | $2.37M | 0.01% | +10,249+32.5% | Added |
| Mutual of America Capital Management LLC | 41,944 | $2.38M | 0.03% | +344+0.8% | Added |
| CIBC Asset Management Inc | 42,128 | $2.39M | 0.01% | −422−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 42,551 | $2.42M | 0.00% | −2,453−5.5% | Reduced |
| Gotham Asset Management, LLC | 42,983 | $2.44M | 0.05% | −2,882−6.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 43,498 | $2.47M | 0.12% | +2,441+5.9% | Added |
| RB Capital Management, LLC | 44,546 | $2.53M | 0.78% | +555+1.3% | Added |
| Wolverine Asset Management LLC | 44,742 | $2.54M | 0.05% | +10,335+30.0% | Added |
| Atria Wealth Solutions, Inc. | 44,919 | $2.57M | 0.04% | +640+1.4% | Added |
| Mirabella Financial Services LLP | 45,673 | $2.60M | 0.30% | +45,673 | New |
| D.A. Davidson & Co. | 46,456 | $2.64M | 0.03% | −1,998−4.1% | Reduced |
| Independent Advisor Alliance | 47,421 | $2.69M | 0.12% | −277−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 47,691 | $2.71M | 0.00% | +3,989+9.1% | Added |
| Shell Asset Management Co | 48,299 | $2.74M | 0.11% | +2,730+6.0% | Added |
| Utah Retirement Systems | 49,714 | $2.82M | 0.04% | −1,600−3.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,860 | $2.89M | 0.02% | +1,577+3.2% | Added |
| Railway Pension Investments Ltd | 51,300 | $2.91M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 51,490 | $2.93M | 0.00% | +3,602+7.5% | Added |
| Xponance, Inc. | 52,003 | $2.95M | 0.04% | −7,485−12.6% | Reduced |
| Werlinich Asset Management, LLC | 52,265 | $2.97M | 2.38% | 00.0% | Unchanged |
| AE Wealth Management LLC | 52,435 | $2.98M | 0.02% | −3,782−6.7% | Reduced |
| Acadian Asset Management LLC | 52,585 | $2.98M | 0.01% | +43,618+486.4% | Added |
| Vestcor Inc | 52,601 | $2.99M | 0.11% | +45,707+663.0% | Added |
| Tredje AP-fonden | 52,627 | $2.99M | 0.04% | −9,018−14.6% | Reduced |
| Yousif Capital Management, LLC | 53,024 | $3.01M | 0.04% | +797+1.5% | Added |
| Eagle Asset Management Inc | 53,204 | $3.02M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 53,323 | $3.03M | 0.00% | +2,329+4.6% | Added |
| Courier Capital LLC | 53,396 | $3.03M | 0.24% | +53,396 | New |
| Catalyst Capital Advisors LLC | 53,400 | $3.03M | 0.09% | −2,700−4.8% | Reduced |
| AXA S.A. | 53,625 | $3.05M | 0.01% | −40,000−42.7% | Reduced |
| DnB Asset Management AS | 53,983 | $3.07M | 0.02% | −740−1.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 54,719 | $3.11M | 0.02% | +3,972+7.8% | Added |
| Vectors Research Management, LLC | 55,025 | $3.13M | 0.89% | −5,441−9.0% | Reduced |
| Public Sector Pension Investment Board | 55,869 | $3.17M | 0.02% | −11,781−17.4% | Reduced |
| CIBC World Markets Inc. | 55,898 | $3.18M | 0.01% | −4,320−7.2% | Reduced |