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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 2,283,697 | $129.8M | 0.04% | +171,754+8.1% | Added |
| Bank of New York Mellon Corp | 2,365,962 | $134.4M | 0.03% | −148,297−5.9% | Reduced |
| Epoch Investment Partners, Inc. | 2,725,178 | $154.8M | 0.90% | −160,192−5.6% | Reduced |
| Pictet Asset Management SA | 3,369,780 | $191.5M | 0.23% | +39,746+1.2% | Added |
| FMR LLC | 3,732,135 | $212.1M | 0.02% | −80,326−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,795,269 | $215.6M | 0.06% | +19,337+0.5% | Added |
| Amundi | 3,811,690 | $217.3M | 0.11% | +627,055+19.7% | Added |
| Northern Trust Corp | 3,865,926 | $219.7M | 0.04% | +71,749+1.9% | Added |
| Dimensional Fund Advisors LP | 4,271,464 | $242.7M | 0.08% | +52,274+1.2% | Added |
| Morgan Stanley | 4,375,104 | $248.6M | 0.02% | −488,293−10.0% | Reduced |
| Deutsche Bank AG | 4,541,862 | $258.1M | 0.14% | −42,334−0.9% | Reduced |
| Geode Capital Management, LLC | 7,392,778 | $419.1M | 0.05% | −389,150−5.0% | Reduced |
| Cohen & Steers, Inc. | 7,725,767 | $438.9M | 0.92% | +4,798,010+163.9% | Added |
| State Street Corp | 13,915,104 | $799.1M | 0.04% | +117,817+0.9% | Added |
| Capital World Investors | 20,360,030 | $1.16B | 0.22% | −5,126,447−20.1% | Reduced |
| BlackRock Inc. | 22,381,853 | $1.27B | 0.04% | −23,877−0.1% | Reduced |
| Vanguard Group Inc | 46,853,786 | $2.66B | 0.06% | −812,878−1.7% | Reduced |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −773,914−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −77,305−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −37,688−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −28,858−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −26,111−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −21,953−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −19,230−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −16,001−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −15,697−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −14,641−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,705−100.0% | Sold out |
| Delta Capital Management LLC | 0 | $0 | 0.00% | −11,510−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −11,278−100.0% | Sold out |
| Atlantic Private Wealth, LLC | 0 | $0 | 0.00% | −10,852−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −10,657−100.0% | Sold out |
| Cardinal Point Capital Management, ULC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,336−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −6,623−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −5,824−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −5,643−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −4,501−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −4,239−100.0% | Sold out |
| Guild Investment Management, Inc. | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| Marco Investment Management LLC | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,945−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −3,801−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −3,323−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −937−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Rain Capital Management, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| HNP Capital LLC | – | – | – | – | Not filed |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions Corp. | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |