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 |
|---|---|---|---|---|---|
| Princeton Capital Management LLC | 13,084 | $743.4K | 0.31% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 12,925 | $742.4K | 0.04% | +118+0.9% | Added |
| Metis Global Partners, LLC | 12,907 | $733.4K | 0.04% | +78+0.6% | Added |
| Boothbay Fund Management, LLC | 12,598 | $715.8K | 0.02% | +12,598 | 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 |
| Savant Capital, LLC | 12,370 | $702.9K | 0.01% | +12,370 | New |
| Strait & Sound Wealth Management LLC | 12,370 | $702.8K | 0.70% | −4,997−28.8% | Reduced |
| Oppenheimer Asset Management Inc. | 12,368 | $702.8K | 0.01% | +4,091+49.4% | Added |
| HM Payson & Co | 12,264 | $696.8K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 12,114 | $695.8K | 0.08% | 00.0% | Unchanged |
| Community Bank of Raymore | 12,130 | $689.2K | 0.30% | +2,220+22.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,966 | $679.9K | 0.16% | −1,405−10.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 11,875 | $674.7K | 0.26% | −3,789−24.2% | Reduced |
| Monument Capital Management | 11,809 | $671.0K | 0.21% | −353−2.9% | Reduced |
| Toroso Investments, LLC | 11,785 | $670.0K | 0.02% | −6,948−37.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,587 | $658.4K | 0.38% | −244−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,559 | $656.8K | 0.01% | +2,762+31.4% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $653.1K | 0.29% | +435+3.9% | Added |
| Assenagon Asset Management S.A. | 11,482 | $652.4K | 0.00% | +22+0.2% | Added |
| American Institute for Advanced Investment Management, LLP | 11,455 | $650.9K | 0.57% | +800+7.5% | Added |
| Cerity Partners LLC | 11,443 | $650.4K | 0.00% | −191−1.6% | Reduced |
| Harbour Investments, Inc. | 11,328 | $643.7K | 0.03% | +156+1.4% | Added |
| Walleye Trading LLC | 11,290 | $641.5K | 0.03% | −13,839−55.1% | Reduced |
| Plimoth Trust Co LLC | 11,278 | $640.8K | 0.19% | +1,200+11.9% | Added |
| Abbot Financial Management, Inc. | 11,250 | $639.2K | 0.41% | −1,200−9.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,230 | $638.1K | 0.02% | +3,914+53.5% | Added |
| Westwood Holdings Group Inc. | 11,200 | $636.0K | 0.01% | −65,000−85.3% | Reduced |
| Squarepoint Ops LLC | 11,175 | $635.0K | 0.00% | −9,013−44.6% | Reduced |
| Independent Financial Group, LLC | 11,153 | $633.7K | 0.04% | +575+5.4% | Added |
| GM Advisory Group, Inc. | 11,089 | $630.1K | 0.05% | +5,038+83.3% | Added |
| Hunter Associates Investment Management LLC | 10,900 | $618.0K | 0.12% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 10,872 | $617.8K | 0.25% | −40−0.4% | Reduced |
| Gsa Capital Partners LLP | 10,838 | $616.0K | 0.06% | +10,838 | New |
| Proequities, Inc. | 10,612 | $609.5K | 0.05% | −733−6.5% | Reduced |
| One Charles Private Wealth Services, LLC | 10,710 | $608.5K | 0.35% | +708+7.1% | Added |
| Outlook Wealth Advisors, LLC | 10,603 | $602.4K | 0.23% | −592−5.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,469 | $595.0K | 0.04% | +125+1.2% | Added |
| APG Asset Management N.V. | 11,405 | $594.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 10,336 | $587.3K | 0.02% | +10,336 | New |
| Fayez Sarofim & Co | 10,274 | $583.8K | 0.00% | −512−4.7% | Reduced |
| Founders Financial Alliance, LLC | 10,259 | $582.9K | 0.23% | +232+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $581.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,894 | $568.3K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 10,000 | $568.2K | 0.20% | −2,000−16.7% | Reduced |
| Armor Investment Advisors, LLC | 9,996 | $568.0K | 0.34% | +186+1.9% | Added |
| Steward Partners Investment Advisory, LLC | 9,971 | $566.5K | 0.01% | +704+7.6% | Added |
| Teamwork Financial Advisors, LLC | 9,956 | $565.7K | 0.09% | −1,353−12.0% | Reduced |
| Mathes Company, Inc. | 9,950 | $565.0K | 0.25% | +9,950 | New |
| Badgley Phelps Wealth Managers, LLC | 9,825 | $558.3K | 0.02% | +9,825 | New |
| MAI Capital Management | 9,795 | $556.6K | 0.01% | −5,916−37.7% | Reduced |
| Atlantic Union Bankshares Corp | 9,794 | $556.5K | 0.06% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 16,093 | $553.6K | 0.63% | +16,093 | New |
| Merit Financial Group, LLC | 9,654 | $548.5K | 0.02% | −116−1.2% | Reduced |
| Veritable, L.P. | 9,644 | $548.0K | 0.01% | +1,243+14.8% | Added |
| Adelante Capital Management LLC | 9,625 | $547.0K | 0.05% | −1,780−15.6% | Reduced |
| Beacon Investment Advisors LLC | 9,516 | $540.7K | 0.37% | −562−5.6% | Reduced |
| Colonial River Wealth Management, LLC | 9,506 | $540.1K | 0.36% | −578−5.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,453 | $537.1K | 0.16% | +1,981+26.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,320 | $529.0K | 0.01% | +452+5.1% | Added |
| Verus Capital Partners, LLC | 9,249 | $525.5K | 0.07% | +664+7.7% | Added |
| Brevan Howard Capital Management LP | 9,225 | $524.2K | 0.10% | +9,225 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,199 | $522.7K | 0.01% | +60+0.7% | Added |
| Wedbush Securities Inc | 9,144 | $520.0K | 0.02% | −58−0.6% | Reduced |
| Global Retirement Partners, LLC | 9,108 | $517.5K | 0.03% | +1,236+15.7% | Added |
| Aspire Private Capital, LLC | 9,102 | $517.2K | 0.16% | +98+1.1% | Added |
| Bailard, Inc. | 9,100 | $517.1K | 0.02% | −611−6.3% | Reduced |
| Demars Financial Group, LLC | 9,063 | $515.0K | 0.29% | −199−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 8,419 | $510.3K | 0.01% | +178+2.2% | Added |
| H&H Retirement Design & Management INC | 8,610 | $508.9K | 0.34% | +87+1.0% | Added |
| Wetherby Asset Management Inc | 8,805 | $500.3K | 0.03% | −436−4.7% | Reduced |
| IHT Wealth Management, LLC | 8,760 | $497.8K | 0.03% | +505+6.1% | Added |
| Herold Advisors, Inc. | 8,751 | $497.2K | 0.15% | −499−5.4% | Reduced |
| Madden Securities Corp | 8,725 | $495.8K | 0.25% | −1,750−16.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,573 | $487.1K | 0.01% | −423−4.7% | Reduced |
| Heartland Bank & Trust Co | 8,540 | $485.2K | 0.38% | −788−8.4% | Reduced |
| Wellington Shields & Co., LLC | 8,533 | $484.8K | 0.11% | −2,950−25.7% | Reduced |
| Formidable Asset Management, LLC | 8,457 | $481.0K | 0.10% | −7,215−46.0% | Reduced |
| Sigma Planning Corp | 8,455 | $480.5K | 0.02% | −5,989−41.5% | Reduced |
| TCG Advisory Services, LLC | 8,316 | $472.5K | 0.08% | +8,316 | New |
| Ossiam | 8,303 | $471.8K | 0.01% | +12+0.1% | Added |
| Estabrook Capital Management | 8,273 | $470.1K | 0.08% | −100−1.2% | Reduced |
| Atwood & Palmer Inc | 8,250 | $468.8K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,171 | $464.3K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,670 | $463.0K | 0.04% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 8,000 | $454.6K | 0.51% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 7,930 | $450.6K | 0.08% | +7,930 | New |
| Brown Advisory Inc | 7,865 | $446.9K | 0.00% | −158−2.0% | Reduced |
| Raymond James Trust N.A. | 7,811 | $444.0K | 0.01% | −258−3.2% | Reduced |
| Scotia Capital Inc. | 7,721 | $438.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 7,666 | $436.0K | 0.00% | +3,038+65.6% | Added |
| Integrated Advisors Network LLC | 7,655 | $434.9K | 0.03% | +71+0.9% | Added |
| Arete Wealth Advisors, LLC | 7,580 | $431.0K | 0.04% | −816−9.7% | Reduced |
| Checchi Capital Advisers, LLC | 7,545 | $428.7K | 0.04% | +314+4.3% | Added |
| TownSquare Capital, LLC | 7,482 | $425.1K | 0.01% | −399−5.1% | Reduced |
| Oppenheimer & Co Inc | 7,481 | $425.1K | 0.01% | +1,092+17.1% | Added |
| Great Lakes Advisors, LLC | 7,478 | $424.9K | 0.00% | +7,478 | New |
| Augustine Asset Management Inc | 7,295 | $414.5K | 0.19% | −115−1.6% | Reduced |
| TBH Global Asset Management, LLC | 7,291 | $414.3K | 0.08% | +12+0.2% | Added |