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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.

Q3 2023 vs. Q2 2023

How the institutions holding Iron Mountain Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of IRM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders8178831+22
Shares227.1M3.60M229.7M+6.17M (+2.8%)
Value$12.9B$204.9M$13.7B+$977.9M (+7.7%)

8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (88)

Institutions that held Iron Mountain Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to IRM in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA3,390,948$201.6M0.25%
Heitman Real Estate Securities LLC868,819$51.7M3.11%
First Republic Investment Management, Inc.646,426$38.4M0.11%
Brookfield Asset Management Inc.575,809$34.2M0.21%
QRG Capital Management, Inc.146,719$8.72M0.15%
Wealth Enhancement Advisory Services, LLC121,682$7.23M0.02%
Waratah Capital Advisors Ltd.93,286$5.55M0.25%
Point72 Middle East FZE71,963$4.28M0.26%
Trinity Legacy Partners, LLC60,072$3.57M1.23%
Connectus Wealth, LLC51,923$3.09M0.07%
Duff & Phelps Investment Management Co43,790$2.60M0.03%
L & S Advisors Inc38,537$2.29M0.33%
ING Groep NV36,740$2.18M0.02%
Warren Averett Asset Management, LLC33,517$1.99M0.09%
Walleye Capital LLC31,741$1.89M0.03%
Jump Financial, LLC25,964$1.54M0.06%
Ignite Planners, LLC20,511$1.18M0.36%
Pathway Financial Advisers, LLC19,376$1.15M0.48%
Beacon Pointe Advisors, LLC18,237$1.08M0.01%
Chesley Taft & Associates LLC13,900$826.4K0.05%
Envestnet Portfolio Solutions, Inc.12,805$761.3K0.00%
Jaffetilchin Investment Partners, LLC12,213$726.1K0.08%
Hodges Capital Management Inc.11,162$664.0K0.08%
Strategic Investment Advisors10,840$644.5K0.11%
XTX Topco Ltd10,529$625.9K0.11%
Quantitative Investment Management, LLC9,620$571.0K0.09%
Advisors Preferred, LLC9,705$569.4K0.18%
Oak Thistle LLC9,462$562.5K0.17%
Virtu Financial LLC9,257$550.0K0.05%
Aigen Investment Management, LP8,744$519.8K0.10%
Inceptionr LLC8,209$488.0K0.28%
Genesee Capital Advisors, LLC8,133$483.5K0.35%
Ibex Wealth Advisors7,448$443.0K0.11%
Resources Investment Advisors, LLC.7,056$419.5K0.01%
DRW Securities, LLC6,776$403.0K0.03%
Kayne Anderson Capital Advisors LP6,400$380.5K0.01%
Pearl River Capital, LLC6,181$367.5K0.06%
Two Sigma Securities, LLC6,111$363.3K0.02%
Quadrature Capital Ltd5,724$340.1K0.01%
NBC Securities, Inc.5,634$334.0K0.04%
Kingswood Wealth Advisors, LLC5,309$315.6K0.05%
Choate Investment Advisors5,301$315.1K0.01%
Sherbrooke Park Advisers LLC5,180$308.0K0.10%
Centiva Capital, LP5,076$301.8K0.02%
Aureus Asset Management, LLC4,965$295.2K0.02%
Ellevest, Inc.4,898$291.2K0.02%
Wealthspire Advisors, LLC4,808$285.8K0.00%
CX Institutional4,736$281.6K0.02%
Householder Group Estate & Retirement Specialist, LLC4,455$264.9K0.10%
Tradewinds, LLC.4,415$262.5K0.15%
Monticello Wealth Management, LLC4,385$260.7K0.03%
Triasima Portfolio Management inc.4,200$249.7K0.02%
Banco BTG Pactual S.A.4,193$249.3K0.10%
Lido Advisors, LLC4,004$238.0K0.00%
Somerset Trust Co3,938$234.1K0.11%
Ameritas Advisory Services, LLC3,868$230.3K0.01%
NorthRock Partners, LLC3,637$216.2K0.02%
Geller Advisors LLC3,505$210.7K0.02%
Perigon Wealth Management, LLC3,520$209.2K0.01%
Core Wealth Partners LLC3,509$208.6K0.19%
Philadelphia Trust Co3,500$208.0K0.02%
Lokken Investment Group LLC3,474$206.5K0.14%
Davis R M Inc3,418$203.0K0.01%
MQS Management LLC3,400$202.1K0.12%
Beacon Bridge Wealth Partners, LLC3,373$200.5K0.11%
Healthcare of Ontario Pension Plan Trust Fund3,000$178.3K0.00%
Annis Gardner Whiting Capital Advisors, LLC2,859$171.8K0.09%
Credit Agricole S A2,745$163.2K0.01%
Impact Partnership Wealth, LLC2,170$129.0K0.04%
Orion Capital Management LLC1,800$107.0K0.07%
Highlander Capital Management, LLC1,500$89.0K0.03%
Peoples Bank1,235$73.4K0.06%
TFC Financial Management630$37.5K0.01%
Muzinich & Co., Inc.587$34.9K0.03%
Hanson & Doremus Investment Management475$28.0K0.01%
Canton Hathaway, LLC400$24.0K0.01%
Provence Wealth Management Group159$9.47K0.01%
Nemes Rush Group LLC113$6.72K0.00%
Asset Dedication, LLC60$4.00K0.00%
DecisionPoint Financial, LLC41$2.44K0.00%
Macroview Investment Management LLC33$1.96K0.00%
NewSquare Capital LLC24$1.43K0.00%
Northwest Investment Counselors, LLC21$1.26K0.00%
Stone House Investment Management, LLC20$1.19K0.00%
Cornerstone Planning Group LLC15$8920.00%
Tortoise Investment Management, LLC5$2970.00%
Carmel Capital Partners, LLC4$2380.00%
Perkins Coie Trust Co4$2370.00%

Sold out (66)

Institutions that held Iron Mountain Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of IRM in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Cinctive Capital Management LP214,329$12.2M
Ardsley Advisory Partners LP145,000$8.24M
Point72 Asset Management, L.P.104,600$5.94M
Twinbeech Capital LP69,610$3.96M
NEIRG Wealth Management, LLC61,174$3.48M
Ergoteles LLC59,915$3.40M
Virginia Retirement Systems Et Al56,200$3.19M
Mirabella Financial Services LLP45,673$2.60M
Cipher Capital LP20,956$1.19M
Fox Run Management, L.L.C.20,924$1.19M
Alps Advisors Inc19,258$1.09M
Advisory Research Inc16,901$960.3K
DuPont Capital Management Corp14,720$836.4K
Paloma Partners Management Co14,131$802.9K
Cerity Partners LLC11,443$650.4K
Gsa Capital Partners LLP10,838$616.0K
1620 Investment Advisors, Inc.16,093$553.6K
Veritable, L.P.9,644$548.0K
Brevan Howard Capital Management LP9,225$524.2K
Demars Financial Group, LLC9,063$515.0K
Formidable Asset Management, LLC8,457$481.0K
Kapitalo Investimentos Ltda7,930$450.6K
Great Lakes Advisors, LLC7,478$424.9K
International Assets Investment Management, LLC6,017$341.9K
PEAK6 Investments LLC5,855$332.7K
Laurion Capital Management LP5,800$329.6K
CTC Alternative Strategies, Ltd.5,700$323.9K
Segall Bryant & Hamill, LLC5,666$321.9K
Diversified Trust Co5,210$296.0K
Atomi Financial Group, Inc.5,200$295.5K
Cambria Investment Management, L.P.5,111$290.4K
Pinebridge Investments, L.P.4,996$283.9K
Morris Retirement Advisors, LLC4,928$280.0K
Weiss Asset Management LP4,702$267.2K
Dark Forest Capital Management LP4,597$261.2K
Commerzbank Aktiengesellschaft4,500$256.0K
XML Financial, LLC4,468$253.9K
Versor Investments LP4,441$252.3K
Boston Financial Mangement LLC4,260$242.1K
Soltis Investment Advisors LLC4,242$241.0K
Wealthsource Partners, LLC4,071$231.3K
Tudor Investment Corp Et Al4,008$227.7K
Xcel Wealth Management, LLC3,910$222.2K
Strategic Financial Concepts, LLC3,853$218.9K
Capital International Inc3,838$218.1K
Change Path, LLC3,736$212.0K
TD Ameritrade Investment Management, LLC3,456$196.0K
ICA Group Wealth Management, LLC2,189$124.4K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,089$118.7K
Bank Julius Baer & Co. Ltd, Zurich1,963$112.0K
WealthPLAN Partners, LLC1,959$111.3K
Worth Asset Management, LLC1,145$65.1K
ORG Partners LLC656$37.5K
Prostatis Group LLC13,539$30.3K
Byrne Asset Management LLC450$26.0K
Fred Alger Management, LLC376$21.4K
Caldwell Trust Co350$19.9K
CVA Family Office, LLC255$14.5K
Cutler Group LP250$14.0K
Safeguard Financial, LLC193$10.0K
Harel Insurance Investments & Financial Services Ltd.160$9.00K
Oakworth Capital, Inc.133$7.56K
Concord Wealth Partners22$1.25K
Leonteq Securities AG16$909
Venturi Wealth Management, LLC5$285
Bollard Group LLC5$0

Not filed for Q3 2023 yet (8)

Institutions that held Iron Mountain Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA3,369,780$191.5M
PFS Investments Inc.97,768$5.55M
Nia Impact Advisors, LLC78,427$4.78M
Kistler-Tiffany Companies, LLC29,644$1.68M
McMillion Capital Management Inc21,672$1.23M
Vigilant Capital Management, LLC2,024$115.0K
First Capital Advisors Group, LLC.438$24.9K
BerganKDV Wealth Management, LLC220$12.5K