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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Iron Mountain Inc as of Sep 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
- 831
- +22 vs. Q2 2023
- Shares held
- 229.7M
- +6.17M (+2.8%) vs. Q2 2023
- Total value
- $13.7B
- +$977.9M (+7.7%) vs. Q2 2023
- New holders
- 88
- 289 more added
- Sold out
- 66
- 315 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3 | $177 | 0.00% | −80−96.4% | Reduced |
| Perkins Coie Trust Co | 4 | $237 | 0.00% | +4 | New |
| Carmel Capital Partners, LLC | 4 | $238 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 5 | $297 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $417 | 0.00% | +2+40.0% | Added |
| Cornerstone Planning Group LLC | 15 | $892 | 0.00% | +15 | New |
| Baker Avenue Asset Management, LP | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $1.19K | 0.00% | +20 | New |
| Northwest Investment Counselors, LLC | 21 | $1.26K | 0.00% | +21 | New |
| NewSquare Capital LLC | 24 | $1.43K | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 25 | $1.49K | 0.00% | −25−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 33 | $1.96K | 0.00% | +33 | New |
| Kelly Financial Services LLC | 36 | $2.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $2.32K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 41 | $2.44K | 0.00% | +41 | New |
| SkyView Investment Advisors, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 52 | $3.08K | 0.00% | +1+2.0% | Added |
| Quarry LP | 67 | $3.98K | 0.00% | −12−15.2% | Reduced |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $4.00K | 0.00% | +60 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $4.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $4.93K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 94 | $5.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $5.95K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 120 | $6.00K | 0.00% | +24+25.0% | Added |
| Colonial Trust Advisors | 112 | $6.66K | 0.00% | −3−2.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 113 | $6.72K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 113 | $6.72K | 0.00% | +113 | New |
| Tradition Wealth Management, LLC | 122 | $7.00K | 0.00% | +1+0.8% | Added |
| Bell Investment Advisors, Inc | 120 | $7.13K | 0.00% | −6−4.8% | Reduced |
| Earnest Partners LLC | 133 | $7.91K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 138 | $8.00K | 0.00% | +1+0.7% | Added |
| Anchor Investment Management, LLC | 135 | $8.03K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $8.38K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 143 | $8.50K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 148 | $8.77K | 0.00% | +101+214.9% | Added |
| Assetmark, Inc | 154 | $9.13K | 0.00% | +29+23.2% | Added |
| Kozak & Associates, Inc. | 162 | $9.39K | 0.00% | +4+2.5% | Added |
| Provence Wealth Management Group | 159 | $9.47K | 0.01% | +159 | New |
| Coston, McIsaac & Partners | 177 | $10.0K | 0.00% | +2+1.1% | Added |
| Chesapeake Asset Management LLC | 170 | $10.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 179 | $10.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 185 | $11.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $12.2K | 0.00% | +10+5.1% | Added |
| Chilton Capital Management LLC | 205 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 220 | $13.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 229 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 240 | $14.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 246 | $15.0K | 0.01% | −5−2.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $15.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 269 | $16.0K | 0.00% | −832−75.6% | Reduced |
| Institutional & Family Asset Management, LLC | 273 | $16.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 279 | $17.0K | 0.00% | +2+0.7% | Added |
| First Personal Financial Services | 290 | $17.2K | 0.00% | −100−25.6% | Reduced |
| Desjardins Global Asset Management Inc. | 293 | $17.4K | 0.00% | −952−76.5% | Reduced |
| IAG Wealth Partners, LLC | 295 | $17.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 300 | $17.8K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 306 | $17.8K | 0.00% | +249+436.8% | Added |
| Clear Street Markets LLC | 300 | $18.0K | 0.01% | −781−72.2% | Reduced |
| Capital Analysts, LLC | 318 | $19.0K | 0.00% | +2+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 329 | $19.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $21.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 363 | $21.6K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 385 | $22.9K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 393 | $23.4K | 0.00% | +74+23.2% | Added |
| AdvisorNet Financial, Inc | 400 | $23.8K | 0.00% | −274−40.7% | Reduced |
| Canton Hathaway, LLC | 400 | $24.0K | 0.01% | +400 | New |
| EverSource Wealth Advisors, LLC | 404 | $24.0K | 0.00% | +400+10,000.0% | Added |
| Harbor Investment Advisory, LLC | 417 | $24.8K | 0.00% | +200+92.2% | Added |
| PFS Partners, LLC | 419 | $24.9K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 425 | $25.3K | 0.00% | +419+6,983.3% | Added |
| Johnson Financial Group, Inc. | 430 | $25.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 443 | $26.0K | 0.00% | +35+8.6% | Added |
| Trust Co of Vermont | 450 | $26.8K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 464 | $27.6K | 0.00% | +5+1.1% | Added |
| Hanson & Doremus Investment Management | 475 | $28.0K | 0.01% | +475 | New |
| Barrett & Company, Inc. | 500 | $29.7K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 516 | $30.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $31.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 557 | $33.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 568 | $33.7K | 0.02% | +6+1.1% | Added |
| Bank of New Hampshire | 575 | $34.2K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 587 | $34.9K | 0.03% | +587 | New |
| Lindbrook Capital, LLC | 607 | $36.1K | 0.00% | +42+7.4% | Added |
| West Tower Group, LLC | 627 | $37.3K | 0.02% | −458−42.2% | Reduced |
| TFC Financial Management | 630 | $37.5K | 0.01% | +630 | New |
| GeoWealth Management, LLC | 645 | $38.0K | 0.00% | +329+104.1% | Added |
| Tucker Asset Management LLC | 655 | $38.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 659 | $39.2K | 0.02% | +4+0.6% | Added |