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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 26,085 | $1.48M | 0.06% | −56−0.2% | Reduced |
| Ancora Advisors, LLC | 25,666 | $1.46M | 0.04% | −511−2.0% | Reduced |
| Pensionfund Sabic | 25,500 | $1.45M | 0.49% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 25,330 | $1.44M | 0.10% | +437+1.8% | Added |
| Mackenzie Financial Corp | 25,052 | $1.43M | 0.00% | −814−3.1% | Reduced |
| Advisory Services Network, LLC | 25,173 | $1.43M | 0.04% | −486−1.9% | Reduced |
| Gables Capital Management Inc. | 25,160 | $1.43M | 0.94% | +300+1.2% | Added |
| Lockheed Martin Investment Management Co | 24,478 | $1.39M | 0.08% | +2,600+11.9% | Added |
| Cascade Investment Group, Inc. | 24,445 | $1.39M | 1.27% | +80.0% | Added |
| Davenport & Co LLC | 24,224 | $1.38M | 0.01% | +75+0.3% | Added |
| Securian Asset Management, Inc | 24,116 | $1.37M | 0.04% | −215−0.9% | Reduced |
| Elo Mutual Pension Insurance Co | 24,078 | $1.37M | 0.04% | +758+3.3% | Added |
| Delphi Management Inc | 23,810 | $1.35M | 1.43% | +23,810 | New |
| Kentucky Retirement Systems | 23,447 | $1.33M | 0.04% | +461+2.0% | Added |
| Creative Planning | 23,389 | $1.33M | 0.00% | −2,163−8.5% | Reduced |
| Spirit of America Management Corp | 23,000 | $1.31M | 0.29% | +500+2.2% | Added |
| Wolverine Trading, LLC | 23,268 | $1.31M | 0.02% | +8,072+53.1% | Added |
| Prudential PLC | 22,852 | $1.30M | 0.02% | +4,499+24.5% | Added |
| Oregon Public Employees Retirement Fund | 22,739 | $1.29M | 0.02% | +300+1.3% | Added |
| Donoghue Forlines LLC | 22,631 | $1.29M | 0.40% | −1,504−6.2% | Reduced |
| Globeflex Capital L P | 22,557 | $1.28M | 0.14% | −3,696−14.1% | Reduced |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.28M | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 22,344 | $1.27M | 0.44% | +22,344 | New |
| Nordea Investment Management AB | 22,139 | $1.26M | 0.00% | +1,407+6.8% | Added |
| Maryland State Retirement & Pension System | 22,108 | $1.26M | 0.03% | −587−2.6% | Reduced |
| Herbst Group, LLC | 22,100 | $1.26M | 0.87% | −400−1.8% | Reduced |
| Candriam Luxembourg S.C.A. | 22,064 | $1.25M | 0.01% | −20,535−48.2% | Reduced |
| Reik & Co., LLC | 21,990 | $1.25M | 0.34% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 21,895 | $1.24M | 0.06% | −1,916−8.0% | Reduced |
| Hartford Investment Management Co | 21,837 | $1.24M | 0.05% | −4,067−15.7% | Reduced |
| Ingalls & Snyder LLC | 21,813 | $1.24M | 0.06% | −125−0.6% | Reduced |
| McMillion Capital Management Inc | 21,672 | $1.23M | 1.10% | −460−2.1% | Reduced |
| Heritage Trust Co | 21,630 | $1.23M | 0.18% | +2,265+11.7% | Added |
| Metropolitan Life Insurance Co | 21,615 | $1.23M | 0.06% | −352−1.6% | Reduced |
| Commerce Bank | 21,586 | $1.23M | 0.01% | +979+4.8% | Added |
| Fiduciary Trust Co | 21,506 | $1.22M | 0.02% | +157+0.7% | Added |
| Future Financial Wealth Managment LLC | 21,089 | $1.20M | 1.26% | −473−2.2% | Reduced |
| Terra Nova Asset Management LLC | 21,084 | $1.20M | 1.09% | +338+1.6% | Added |
| Cipher Capital LP | 20,956 | $1.19M | 0.20% | +8,635+70.1% | Added |
| Fox Run Management, L.L.C. | 20,924 | $1.19M | 0.33% | +20,924 | New |
| RFG Advisory, LLC | 20,597 | $1.17M | 0.05% | −4,181−16.9% | Reduced |
| Illinois Municipal Retirement Fund | 20,469 | $1.16M | 0.02% | 00.0% | Unchanged |
| Trust Investment Advisors | 20,466 | $1.16M | 0.94% | +32+0.2% | Added |
| PFG Investments, LLC | 19,767 | $1.12M | 0.20% | +996+5.3% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.12M | 0.12% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 19,503 | $1.11M | 0.01% | −1,003−4.9% | Reduced |
| Lincoln National Corp | 19,502 | $1.11M | 0.02% | +869+4.7% | Added |
| Ostrum Asset Management | 19,339 | $1.10M | 0.09% | +74+0.4% | Added |
| Alps Advisors Inc | 19,258 | $1.09M | 0.01% | −4,025−17.3% | Reduced |
| KBC Group NV | 19,208 | $1.09M | 0.00% | 00.0% | Unchanged |
| Hudson Portfolio Management LLC | 19,135 | $1.09M | 1.18% | −456−2.3% | Reduced |
| Roman Butler Fullerton & Co | 17,224 | $1.07M | 0.49% | +106+0.6% | Added |
| Fagan Associates, Inc. | 18,686 | $1.06M | 0.26% | +60.0% | Added |
| Centersquare Investment Management LLC | 18,638 | $1.06M | 0.01% | +5,301+39.7% | Added |
| American Assets Capital Advisers, LLC | 18,300 | $1.04M | 0.26% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 18,217 | $1.04M | 0.34% | −21,479−54.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18,069 | $1.03M | 0.04% | +1,310+7.8% | Added |
| Louisiana State Employees Retirement System | 18,000 | $1.02M | 0.02% | −900−4.8% | Reduced |
| Childress Capital Advisors, LLC | 17,900 | $1.02M | 0.43% | 00.0% | Unchanged |
| Invst, LLC | 17,793 | $1.01M | 0.15% | −998−5.3% | Reduced |
| InterOcean Capital Group, LLC | 17,618 | $1.00M | 0.03% | +12,732+260.6% | Added |
| TFG Advisers LLC | 17,566 | $998.1K | 0.45% | +1,527+9.5% | Added |
| Beverly Hills Private Wealth, LLC | 16,275 | $991.5K | 0.16% | +8,408+106.9% | Added |
| NewEdge Wealth, LLC | 17,357 | $986.2K | 0.03% | +4,382+33.8% | Added |
| Tyler-Stone Wealth Management | 17,225 | $979.0K | 0.55% | +17,225 | New |
| Royal Fund Management, LLC | 17,080 | $970.5K | 0.14% | −913−5.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,925 | $961.7K | 0.01% | +7,275+75.4% | Added |
| Advisory Research Inc | 16,901 | $960.3K | 0.12% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 16,688 | $948.0K | 0.08% | −235−1.4% | Reduced |
| Colony Group LLC | 16,509 | $938.0K | 0.01% | +39+0.2% | Added |
| Essex Financial Services, Inc. | 16,454 | $934.9K | 0.11% | −525−3.1% | Reduced |
| Hancock Whitney Corp | 16,415 | $933.0K | 0.04% | −1,349−7.6% | Reduced |
| Bank of Nova Scotia | 16,092 | $914.4K | 0.00% | +279+1.8% | Added |
| Balyasny Asset Management LLC | 16,017 | $910.1K | 0.00% | +8,527+113.8% | Added |
| Coppell Advisory Solutions LLC | 15,865 | $891.0K | 0.26% | −1,263−7.4% | Reduced |
| E. Ohman J:or Asset Management AB | 15,553 | $883.7K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 15,337 | $871.5K | 0.09% | +426+2.9% | Added |
| Beacon Financial Advisory LLC | 15,019 | $853.4K | 0.49% | +74+0.5% | Added |
| Eqis Capital Management, Inc. | 14,998 | $852.2K | 0.10% | −1,840−10.9% | 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 |
| Level Four Advisory Services, LLC | 14,756 | $838.4K | 0.05% | −2,686−15.4% | Reduced |
| DuPont Capital Management Corp | 14,720 | $836.4K | 0.04% | −1,149−7.2% | Reduced |
| Advisor Partners II, LLC | 14,439 | $820.4K | 0.04% | +825+6.1% | Added |
| JustInvest LLC | 14,324 | $813.9K | 0.02% | +592+4.3% | Added |
| Naviter Wealth, LLC | 14,089 | $809.0K | 0.21% | +1,860+15.2% | Added |
| Schroder Investment Management Group | 14,182 | $805.8K | 0.00% | −2,787−16.4% | Reduced |
| Csenge Advisory Group | 14,133 | $803.0K | 0.05% | +1,080+8.3% | Added |
| New Mexico Educational Retirement Board | 14,140 | $803.0K | 0.04% | +700+5.2% | Added |
| Paloma Partners Management Co | 14,131 | $802.9K | 0.19% | +14,131 | New |
| C2C Wealth Management, LLC | 13,090 | $802.3K | 0.11% | −600−4.4% | Reduced |
| EP Wealth Advisors, LLC | 30,994 | $800.0K | 0.01% | +29,935+2,826.7% | Added |
| Widmann Financial Services, Inc. | 13,889 | $789.2K | 0.75% | +230+1.7% | Added |
| Columbia Asset Management | 13,666 | $777.0K | 0.17% | −593−4.2% | Reduced |
| Engineers Gate Manager LP | 13,633 | $774.6K | 0.03% | +13,633 | New |
| Pathstone Family Office, LLC | 13,481 | $773.1K | 0.01% | +158+1.2% | Added |
| Contravisory Investment Management, Inc. | 13,558 | $770.4K | 0.20% | +141+1.1% | Added |
| Moody Lynn & Lieberson, LLC | 13,435 | $763.4K | 0.06% | +2,259+20.2% | Added |
| Cary Street Partner Investment Advisory LLC | 13,425 | $762.8K | 0.05% | +1,099+8.9% | Added |
| Coastal Investment Advisors, Inc. | 13,413 | $762.1K | 0.17% | +707+5.6% | Added |