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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 64,056 | $3.64M | 0.01% | −22,007−25.6% | Reduced |
| Nissay Asset Management Corp | 63,473 | $3.61M | 0.03% | +428+0.7% | Added |
| Forsta Ap-Fonden | 62,100 | $3.53M | 0.04% | −6,400−9.3% | Reduced |
| NEIRG Wealth Management, LLC | 61,174 | $3.48M | 0.64% | −9,547−13.5% | Reduced |
| Texas Permanent School Fund | 60,931 | $3.46M | 0.03% | +466+0.8% | Added |
| Duality Advisers, LP | 60,672 | $3.45M | 0.43% | +4,482+8.0% | Added |
| New York Life Investment Management LLC | 60,290 | $3.43M | 0.04% | +13,424+28.6% | Added |
| Ergoteles LLC | 59,915 | $3.40M | 0.16% | +59,915 | New |
| IFM Investors Pty Ltd | 58,968 | $3.35M | 0.04% | +9,314+18.8% | Added |
| Shelton Capital Management | 58,769 | $3.34M | 0.12% | +19,300+48.9% | Added |
| Burney Co | 57,636 | $3.27M | 0.15% | −16,730−22.5% | Reduced |
| Natixis | 57,577 | $3.27M | 0.03% | +57,577 | New |
| Pensionfund DSM Netherlands | 57,500 | $3.27M | 2.13% | 00.0% | Unchanged |
| ProShare Advisors LLC | 56,713 | $3.22M | 0.01% | +603+1.1% | Added |
| Virginia Retirement Systems Et Al | 56,200 | $3.19M | 0.03% | +33,900+152.0% | Added |
| Cetera Advisors LLC | 56,182 | $3.19M | 0.05% | −2,060−3.5% | Reduced |
| Swiss Life Asset Management Ltd | 55,913 | $3.18M | 0.05% | −466−0.8% | Reduced |
| CIBC World Markets Inc. | 55,898 | $3.18M | 0.01% | −4,320−7.2% | Reduced |
| Public Sector Pension Investment Board | 55,869 | $3.17M | 0.02% | −11,781−17.4% | Reduced |
| Vectors Research Management, LLC | 55,025 | $3.13M | 0.89% | −5,441−9.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 54,719 | $3.11M | 0.02% | +3,972+7.8% | Added |
| DnB Asset Management AS | 53,983 | $3.07M | 0.02% | −740−1.4% | Reduced |
| AXA S.A. | 53,625 | $3.05M | 0.01% | −40,000−42.7% | Reduced |
| Catalyst Capital Advisors LLC | 53,400 | $3.03M | 0.09% | −2,700−4.8% | Reduced |
| Courier Capital LLC | 53,396 | $3.03M | 0.24% | +53,396 | New |
| Franklin Resources Inc | 53,323 | $3.03M | 0.00% | +2,329+4.6% | Added |
| Eagle Asset Management Inc | 53,204 | $3.02M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 53,024 | $3.01M | 0.04% | +797+1.5% | Added |
| Tredje AP-fonden | 52,627 | $2.99M | 0.04% | −9,018−14.6% | Reduced |
| Vestcor Inc | 52,601 | $2.99M | 0.11% | +45,707+663.0% | Added |
| Acadian Asset Management LLC | 52,585 | $2.98M | 0.01% | +43,618+486.4% | Added |
| AE Wealth Management LLC | 52,435 | $2.98M | 0.02% | −3,782−6.7% | Reduced |
| Werlinich Asset Management, LLC | 52,265 | $2.97M | 2.38% | 00.0% | Unchanged |
| Xponance, Inc. | 52,003 | $2.95M | 0.04% | −7,485−12.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 51,490 | $2.93M | 0.00% | +3,602+7.5% | Added |
| Railway Pension Investments Ltd | 51,300 | $2.91M | 0.03% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 50,860 | $2.89M | 0.02% | +1,577+3.2% | Added |
| Utah Retirement Systems | 49,714 | $2.82M | 0.04% | −1,600−3.1% | Reduced |
| Shell Asset Management Co | 48,299 | $2.74M | 0.11% | +2,730+6.0% | Added |
| The PNC Financial Services Group, Inc. | 47,691 | $2.71M | 0.00% | +3,989+9.1% | Added |
| Independent Advisor Alliance | 47,421 | $2.69M | 0.12% | −277−0.6% | Reduced |
| D.A. Davidson & Co. | 46,456 | $2.64M | 0.03% | −1,998−4.1% | Reduced |
| Mirabella Financial Services LLP | 45,673 | $2.60M | 0.30% | +45,673 | New |
| Atria Wealth Solutions, Inc. | 44,919 | $2.57M | 0.04% | +640+1.4% | Added |
| Wolverine Asset Management LLC | 44,742 | $2.54M | 0.05% | +10,335+30.0% | Added |
| RB Capital Management, LLC | 44,546 | $2.53M | 0.78% | +555+1.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 43,498 | $2.47M | 0.12% | +2,441+5.9% | Added |
| Gotham Asset Management, LLC | 42,983 | $2.44M | 0.05% | −2,882−6.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 42,551 | $2.42M | 0.00% | −2,453−5.5% | Reduced |
| CIBC Asset Management Inc | 42,128 | $2.39M | 0.01% | −422−1.0% | Reduced |
| Mutual of America Capital Management LLC | 41,944 | $2.38M | 0.03% | +344+0.8% | Added |
| AQR Capital Management LLC | 41,765 | $2.37M | 0.01% | +10,249+32.5% | Added |
| Jefferies Financial Group Inc. | 41,571 | $2.36M | 0.05% | +36,746+761.6% | Added |
| Bramshill Investments, LLC | 40,827 | $2.32M | 0.21% | −21,042−34.0% | Reduced |
| Disciplined Equity Management, Inc. | 40,605 | $2.31M | 1.88% | −160−0.4% | Reduced |
| Macquarie Group Ltd | 40,352 | $2.29M | 0.00% | −2,571−6.0% | Reduced |
| National Asset Management, Inc. | 38,448 | $2.20M | 0.05% | −4,455−10.4% | Reduced |
| Norinchukin Bank, The | 38,582 | $2.19M | 0.04% | +6,261+19.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,439 | $2.13M | 0.13% | +11,754+45.8% | Added |
| Twelve Points Wealth Management LLC | 36,366 | $2.07M | 1.10% | +3,373+10.2% | Added |
| MSH Capital Advisors LLC | 36,227 | $2.06M | 0.75% | +8,194+29.2% | Added |
| NorthCrest Asset Manangement, LLC | 36,026 | $2.05M | 0.08% | +399+1.1% | Added |
| Green Alpha Advisors, LLC | 35,970 | $2.04M | 1.34% | +2,139+6.3% | Added |
| Public Employees Retirement Association of Colorado | 35,586 | $2.02M | 0.01% | −1,311−3.6% | Reduced |
| WESPAC Advisors, LLC | 35,554 | $2.02M | 1.62% | −1,913−5.1% | Reduced |
| Mariner, LLC | 35,543 | $2.02M | 0.01% | +303+0.9% | Added |
| Morse Asset Management, Inc | 35,490 | $2.02M | 0.61% | +17,575+98.1% | Added |
| Cyndeo Wealth Partners, LLC | 35,257 | $2.00M | 0.21% | 00.0% | Unchanged |
| Westpac Banking Corp | 34,872 | $1.98M | 0.14% | −51,323−59.5% | Reduced |
| Venture Visionary Partners LLC | 34,825 | $1.98M | 0.12% | −1,657−4.5% | Reduced |
| Czech National Bank | 34,522 | $1.96M | 0.04% | +274+0.8% | Added |
| Pacitti Group Inc. | 34,200 | $1.96M | 1.38% | −341−1.0% | Reduced |
| CoreCap Advisors, LLC | 34,390 | $1.95M | 0.14% | +34,390 | New |
| HGI Capital Management, LLC | 34,190 | $1.94M | 0.93% | +34,190 | New |
| CIBC World Markets Corp | 34,178 | $1.94M | 0.02% | −75,068−68.7% | Reduced |
| Ethic Inc. | 33,873 | $1.92M | 0.07% | −215−0.6% | Reduced |
| Ziegler Capital Management, LLC | 33,478 | $1.90M | 0.07% | +279+0.8% | Added |
| Holderness Investments Co | 32,926 | $1.87M | 0.69% | +83+0.3% | Added |
| Achmea Investment Management B.V. | 31,696 | $1.80M | 0.04% | +8,747+38.1% | Added |
| Stock Yards Bank & Trust Co | 31,045 | $1.76M | 0.06% | −945−3.0% | Reduced |
| Rafferty Asset Management, LLC | 31,039 | $1.76M | 0.01% | +485+1.6% | Added |
| Dumont & Blake Investment Advisors LLC | 30,993 | $1.76M | 0.57% | −241−0.8% | Reduced |
| Madison Asset Management, LLC | 30,473 | $1.73M | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 29,915 | $1.70M | 0.13% | +5,660+23.3% | Added |
| US Bancorp | 29,707 | $1.69M | 0.00% | +811+2.8% | Added |
| Gulf International Bank (UK) Ltd | 29,672 | $1.69M | 0.04% | −8,836−22.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 29,644 | $1.68M | 0.27% | +29,403+12,200.4% | Added |
| CoreFirst Bank & Trust | 29,570 | $1.68M | 1.18% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 29,558 | $1.68M | 0.05% | −1,406−4.5% | Reduced |
| Corrado Advisors, LLC | 29,462 | $1.67M | 1.17% | +1,279+4.5% | Added |
| Boston Private Wealth LLC | 28,400 | $1.61M | 0.03% | −3,266−10.3% | Reduced |
| Tower Research Capital LLC (TRC) | 28,234 | $1.60M | 0.05% | +18,594+192.9% | Added |
| Cubic Asset Management, LLC | 27,525 | $1.56M | 0.42% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 27,358 | $1.55M | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 27,049 | $1.54M | 0.44% | +575+2.2% | Added |
| Wambolt & Associates, LLC | 27,001 | $1.53M | 0.55% | +889+3.4% | Added |
| Sippican Capital Advisors | 26,902 | $1.53M | 1.41% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,445 | $1.50M | 0.02% | +11,328+74.9% | Added |
| British Columbia Investment Management Corp | 26,285 | $1.49M | 0.01% | +399+1.5% | Added |
| Teachers Retirement System of the State of Kentucky | 26,169 | $1.49M | 0.01% | −468−1.8% | Reduced |