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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 970 | $55.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 964 | $54.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 919 | $52.2K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 900 | $51.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,000 | $49.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 833 | $47.3K | 0.00% | −9−1.1% | Reduced |
| Proffitt & Goodson Inc | 825 | $46.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 821 | $46.6K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 815 | $46.3K | 0.03% | +795+3,975.0% | Added |
| Abound Wealth Management | 804 | $45.7K | 0.02% | +11+1.4% | Added |
| Thompson Investment Management, Inc. | 800 | $45.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 745 | $45.1K | 0.00% | +11+1.5% | Added |
| AlphaMark Advisors, LLC | 766 | $44.0K | 0.02% | +366+91.5% | Added |
| Quadrant Capital Group LLC | 767 | $43.6K | 0.00% | +105+15.9% | Added |
| Focused Wealth Management, Inc | 758 | $43.1K | 0.01% | +224+41.9% | Added |
| Cambridge Trust Co | 735 | $41.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 686 | $39.0K | 0.01% | +8+1.2% | Added |
| AdvisorNet Financial, Inc | 674 | $38.3K | 0.00% | −12−1.7% | Reduced |
| AllSquare Wealth Management LLC | 712 | $38.0K | 0.02% | −86−10.8% | Reduced |
| ORG Partners LLC | 656 | $37.5K | 0.01% | +656 | New |
| Newbridge Financial Services Group, Inc. | 655 | $37.2K | 0.02% | −665−50.4% | Reduced |
| Tucker Asset Management LLC | 655 | $37.2K | 0.01% | −50−7.1% | Reduced |
| Valley National Advisers Inc | 650 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 575 | $32.7K | 0.01% | +175+43.8% | Added |
| Lindbrook Capital, LLC | 565 | $32.1K | 0.00% | +11+2.0% | Added |
| Financial Avengers, Inc. | 562 | $31.9K | 0.02% | +7+1.3% | Added |
| Webster Bank, N. A. | 557 | $31.6K | 0.00% | 00.0% | Unchanged |
| Prostatis Group LLC | 13,539 | $30.3K | 0.01% | +13,539 | New |
| Compass Wealth Management LLC | 525 | $29.8K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 516 | $29.3K | 0.00% | −1,154−69.1% | Reduced |
| Barrett & Company, Inc. | 500 | $28.4K | 0.02% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 459 | $26.1K | 0.00% | +6+1.3% | Added |
| Byrne Asset Management LLC | 450 | $26.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 450 | $25.6K | 0.00% | −70−13.5% | Reduced |
| First Capital Advisors Group, LLC. | 438 | $24.9K | 0.01% | +438 | New |
| Johnson Financial Group, Inc. | 430 | $24.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 419 | $23.8K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 408 | $23.0K | 0.00% | +392+2,450.0% | Added |
| First Personal Financial Services | 390 | $22.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 385 | $21.9K | 0.02% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 376 | $21.4K | 0.00% | +376 | New |
| Stonebridge Capital Advisors LLC | 363 | $20.6K | 0.00% | +264+266.7% | Added |
| Piscataqua Savings Bank | 353 | $20.1K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 350 | $19.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $18.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 319 | $18.1K | 0.00% | +91+39.9% | Added |
| GeoWealth Management, LLC | 316 | $18.0K | 0.00% | −25−7.3% | Reduced |
| Capital Analysts, LLC | 316 | $18.0K | 0.00% | +316 | New |
| WR Wealth Planners, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $16.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 277 | $16.0K | 0.00% | +137+97.9% | Added |
| Institutional & Family Asset Management, LLC | 273 | $15.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $15.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $14.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 251 | $14.0K | 0.01% | −30−10.7% | Reduced |
| Cutler Group LP | 250 | $14.0K | 0.00% | +82+48.8% | Added |
| Quent Capital, LLC | 240 | $13.6K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 230,954 | $13.1K | 0.00% | −81,345−26.0% | Reduced |
| Zions Bancorporation, N.A. | 229 | $13.0K | 0.00% | −11−4.6% | Reduced |
| BerganKDV Wealth Management, LLC | 220 | $12.5K | 0.00% | +3+1.4% | Added |
| JFS Wealth Advisors, LLC | 220 | $12.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 217 | $12.3K | 0.00% | −36−14.2% | Reduced |
| Chilton Capital Management LLC | 205 | $11.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 185 | $10.7K | 0.01% | +185 | New |
| HHM Wealth Advisors, LLC | 184 | $10.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 179 | $10.3K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 193 | $10.0K | 0.00% | +193 | New |
| Chesapeake Asset Management LLC | 170 | $9.66K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 158 | $9.06K | 0.00% | +2+1.3% | Added |
| Coston, McIsaac & Partners | 175 | $9.00K | 0.00% | +2+1.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $8.13K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $8.01K | 0.00% | +9+6.8% | Added |
| Benjamin Edwards Inc | 137 | $8.00K | 0.00% | +2+1.5% | Added |
| Anchor Investment Management, LLC | 135 | $7.67K | 0.00% | +135 | New |
| Earnest Partners LLC | 133 | $7.56K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 133 | $7.56K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 126 | $7.16K | 0.00% | +9+7.7% | Added |
| Assetmark, Inc | 125 | $7.10K | 0.00% | −6−4.6% | Reduced |
| Tradition Wealth Management, LLC | 121 | $7.00K | 0.00% | +1+0.8% | Added |
| Colonial Trust Advisors | 115 | $6.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $6.42K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $5.68K | 0.00% | −1,500−93.8% | Reduced |
| McIlrath & Eck, LLC | 100 | $5.68K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $5.68K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 94 | $5.34K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 96 | $5.00K | 0.00% | −239−71.3% | Reduced |
| MV Capital Management, Inc. | 83 | $4.72K | 0.00% | +3+3.8% | Added |
| Bokf, NA | 83 | $4.72K | 0.00% | −506−85.9% | Reduced |
| Quarry LP | 79 | $4.49K | 0.00% | +79 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 45 | $3.00K | 0.00% | +23+104.5% | Added |
| Rise Advisors, LLC | 51 | $2.91K | 0.00% | −93−64.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $2.84K | 0.00% | +50 | New |
| Sandy Spring Bank | 47 | $2.67K | 0.00% | +1+2.2% | Added |
| Raffa Wealth Management, LLC | 39 | $2.22K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $2.05K | 0.00% | 00.0% | Unchanged |