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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 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.

Institutional holdersQ3 2023: 831 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ3 2023: $13.7B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2023.

Institutions holding IRM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc690$41.0K0.01%+40+6.2%Added
True Wealth Design, LLC693$41.2K0.01%+7+1.0%Added
AllSquare Wealth Management LLC712$42.3K0.03%00.0%Unchanged
Cambridge Trust Co735$43.7K0.00%00.0%Unchanged
Focused Wealth Management, Inc758$45.1K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.751$45.3K0.00%+6+0.8%Added
Quadrant Capital Group LLC783$46.6K0.00%+16+2.1%Added
Beacon Capital Management, LLC821$46.6K0.01%00.0%Unchanged
AlphaMark Advisors, LLC784$47.0K0.02%+18+2.3%Added
Thompson Investment Management, Inc.800$47.6K0.01%00.0%Unchanged
Abound Wealth Management805$47.8K0.02%+1+0.1%Added
Proffitt & Goodson Inc825$49.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC833$49.5K0.00%00.0%Unchanged
Private Ocean, LLC900$53.5K0.01%00.0%Unchanged
Allworth Financial LP904$53.7K0.00%−520−36.5%Reduced
Sound Income Strategies, LLC919$54.6K0.00%00.0%Unchanged
Umb Bank N A964$57.3K0.00%00.0%Unchanged
North Star Investment Management Corp.970$57.7K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.999$59.4K0.00%+7+0.7%Added
Massmutual Trust Co FSB1,000$59.5K0.00%−221−18.1%Reduced
Hexagon Capital Partners LLC1,000$59.5K0.02%00.0%Unchanged
Sittner & Nelson, LLC1,026$61.0K0.04%00.0%Unchanged
Carolinas Wealth Consulting LLC1,050$62.0K0.02%+22+2.1%Added
Bay Harbor Wealth Management, LLC1,035$62.2K0.03%+14+1.4%Added
Avion Wealth1,088$64.0K0.02%−181−14.3%Reduced
Sawyer & Company, Inc1,075$64.0K0.03%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,124$66.8K0.01%+6+0.5%Added
Peoples Bank1,235$73.4K0.06%+1,235New
Larson Financial Group LLC1,236$73.5K0.01%+1,207+4,162.1%Added
FinTrust Capital Advisors, LLC1,240$73.7K0.02%+240+24.0%Added
C M Bidwell & Associates Ltd1,285$76.4K0.06%00.0%Unchanged
Silvant Capital Management LLC1,292$77.6K0.00%00.0%Unchanged
Farther Finance Advisors, LLC1,331$79.1K0.01%+323+32.0%Added
First Horizon Advisors, Inc.1,350$80.3K0.00%00.0%Unchanged
Parkside Financial Bank & Trust1,386$82.4K0.02%+113+8.9%Added
Founders Capital Management1,400$83.2K0.06%00.0%Unchanged
Highlander Capital Management, LLC1,500$89.0K0.03%+1,500New
First Financial Corp1,500$89.2K0.05%00.0%Unchanged
Tobam1,587$94.0K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC1,574$94.0K0.07%+16+1.0%Added
SJS Investment Consulting Inc.1,600$95.1K0.02%00.0%Unchanged
Central Trust Co1,676$99.6K0.00%+36+2.2%Added
Sentry Investment Management LLC1,692$101.0K0.05%−200−10.6%Reduced
Retirement Group, LLC1,707$101.5K0.04%+8+0.5%Added
Federation des caisses Desjardins du Quebec1,785$106.1K0.00%−647−26.6%Reduced
Monetary Management Group Inc1,800$107.0K0.04%00.0%Unchanged
Orion Capital Management LLC1,800$107.0K0.07%+1,800New
Harvest Fund Management Co., Ltd1,908$113.0K0.02%00.0%Unchanged
Addison Advisors LLC1,941$115.4K0.05%−310−13.8%Reduced
First Manhattan Co1,995$118.6K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.2,000$118.9K0.00%00.0%Unchanged
Financial Perspectives, Inc2,000$118.9K0.05%00.0%Unchanged
Baldwin Brothers Inc2,008$119.4K0.01%00.0%Unchanged
Eagle Bay Advisors LLC2,042$121.4K0.06%+1,227+150.6%Added
Ninepoint Partners LP2,151$127.9K0.01%−502−18.9%Reduced
Impact Partnership Wealth, LLC2,170$129.0K0.04%+2,170New
NVWM, LLC2,151$129.3K0.04%00.0%Unchanged
Parallax Volatility Advisers, L.P.2,366$140.7K0.00%−7,970−77.1%Reduced
Deseret Mutual Benefit Administrators2,537$150.8K0.07%−748−22.8%Reduced
Credit Agricole S A2,745$163.2K0.01%+2,745New
Spire Wealth Management2,760$164.1K0.01%+1,147+71.1%Added
Bramshill Investments, LLC2,844$169.1K0.02%−37,983−93.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC2,859$171.8K0.09%+2,859New
Healthcare of Ontario Pension Plan Trust Fund3,000$178.3K0.00%+3,000New
Clean Yield Group3,000$182.5K0.08%00.0%Unchanged
Penserra Capital Management LLC3,142$185.0K0.00%−184−5.5%Reduced
Smithfield Trust Co3,122$186.0K0.01%−160−4.9%Reduced
Westpac Banking Corp3,143$186.9K0.01%−31,729−91.0%Reduced
Whittier Trust Co3,228$191.9K0.00%+47+1.5%Added
Sutton Wealth Advisors Inc.3,336$198.3K0.10%+42+1.3%Added
Beacon Bridge Wealth Partners, LLC3,373$200.5K0.11%+3,373New
MQS Management LLC3,400$202.1K0.12%+3,400New
Davis R M Inc3,418$203.0K0.01%+3,418New
Prime Capital Investment Advisors, LLC3,464$205.9K0.00%−96−2.7%Reduced
Lokken Investment Group LLC3,474$206.5K0.14%+3,474New
Advisors Management Group Inc3,498$208.0K0.06%−99−2.8%Reduced
Philadelphia Trust Co3,500$208.0K0.02%+3,500New
Core Wealth Partners LLC3,509$208.6K0.19%+3,509New
Perigon Wealth Management, LLC3,520$209.2K0.01%+3,520New
Geller Advisors LLC3,505$210.7K0.02%+3,505New
Washington Trust Co3,566$212.0K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.3,577$212.7K0.01%00.0%Unchanged
Signaturefd, LLC3,591$213.5K0.01%−535−13.0%Reduced
Strategic Blueprint, LLC3,614$214.9K0.02%+79+2.2%Added
NorthRock Partners, LLC3,637$216.2K0.02%+3,637New
Parallel Advisors, LLC3,657$217.5K0.01%−848−18.8%Reduced
Panagora Asset Management Inc3,697$219.8K0.00%+4+0.1%Added
Seelaus Asset Management LLC3,700$220.0K0.25%−1,024−21.7%Reduced
Evergreen Capital Management LLC3,662$220.1K0.01%+117+3.3%Added
Beaumont Financial Advisors, LLC3,705$220.3K0.02%+2+0.1%Added
Moneta Group Investment Advisors LLC3,706$220.3K0.01%−51−1.4%Reduced
Private Trust Co NA3,721$221.2K0.03%−152−3.9%Reduced
Toth Financial Advisory Corp3,743$222.5K0.03%−210−5.3%Reduced
Grey Street Capital, LLC3,731$224.2K0.13%00.0%Unchanged
Nations Financial Group Inc,3,789$225.3K0.02%+50+1.3%Added
Aire Advisors, LLC3,790$225.3K0.06%+38+1.0%Added
Onyx Bridge Wealth Group LLC3,812$226.6K0.05%+43+1.1%Added
Raleigh Capital Management Inc.3,831$227.8K0.12%−27−0.7%Reduced
Ameritas Advisory Services, LLC3,868$230.3K0.01%+3,868New
Park National Corp3,905$232.2K0.01%00.0%Unchanged