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, 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 |
|---|---|---|---|---|---|
| Somerset Trust Co | 3,938 | $234.1K | 0.11% | +3,938 | New |
| Retirement Income Solutions, Inc | 4,000 | $237.8K | 0.07% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $237.8K | 0.15% | 00.0% | Unchanged |
| Citizens Business Bank | 4,000 | $237.8K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,009 | $238.0K | 0.01% | +257+6.8% | Added |
| Lido Advisors, LLC | 4,004 | $238.0K | 0.00% | +4,004 | New |
| FDx Advisors, Inc. | 4,053 | $241.0K | 0.02% | +218+5.7% | Added |
| Howland Capital Management LLC | 4,016 | $241.4K | 0.01% | −600−13.0% | Reduced |
| Bogart Wealth, LLC | 4,109 | $244.3K | 0.02% | +33+0.8% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $246.7K | 0.05% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 4,150 | $246.7K | 0.19% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,171 | $248.0K | 0.04% | +375+9.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,181 | $248.6K | 0.02% | +35+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 4,183 | $248.7K | 0.02% | −7,047−62.8% | Reduced |
| Banco BTG Pactual S.A. | 4,193 | $249.3K | 0.10% | +4,193 | New |
| Curi Capital | 4,197 | $249.5K | 0.04% | −130−3.0% | Reduced |
| Triasima Portfolio Management inc. | 4,200 | $249.7K | 0.02% | +4,200 | New |
| Verdence Capital Advisors LLC | 4,211 | $250.3K | 0.03% | −620−12.8% | Reduced |
| Investors Research Corp | 4,229 | $251.4K | 0.07% | −2,725−39.2% | Reduced |
| BTC Capital Management, Inc. | 4,255 | $253.0K | 0.03% | −1,098−20.5% | Reduced |
| iA Global Asset Management Inc. | 4,294 | $255.0K | 0.01% | −1,018−19.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,293 | $255.2K | 0.03% | +188+4.6% | Added |
| Profund Advisors LLC | 4,311 | $256.3K | 0.01% | −189−4.2% | Reduced |
| TRUE Private Wealth Advisors | 4,324 | $257.1K | 0.04% | +5+0.1% | Added |
| Brinker Capital Investments, LLC | 4,343 | $258.2K | 0.00% | −108−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,343 | $258.2K | 0.00% | −108−2.4% | Reduced |
| TrinityPoint Wealth, LLC | 4,379 | $260.3K | 0.05% | +25+0.6% | Added |
| Monticello Wealth Management, LLC | 4,385 | $260.7K | 0.03% | +4,385 | New |
| Horizon Investments, LLC | 4,387 | $260.8K | 0.01% | −27−0.6% | Reduced |
| Edmp, Inc. | 4,387 | $260.8K | 0.27% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,415 | $262.5K | 0.15% | +4,415 | New |
| Federated Hermes, Inc. | 4,420 | $262.8K | 0.00% | +403+10.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,455 | $264.9K | 0.10% | +4,455 | New |
| Toroso Investments, LLC | 4,460 | $265.1K | 0.01% | −7,325−62.2% | Reduced |
| Armstrong Advisory Group, Inc | 4,483 | $266.5K | 0.03% | −200−4.3% | Reduced |
| IFP Advisors, Inc | 4,522 | $268.8K | 0.01% | −19−0.4% | Reduced |
| Welch Group, LLC | 4,531 | $269.4K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,536 | $269.7K | 0.01% | −1,267−21.8% | Reduced |
| Prossimo Advisors, LLC | 4,565 | $271.0K | 0.64% | 00.0% | Unchanged |
| Comerica Securities,inc. | 4,514 | $271.3K | 0.02% | −184−3.9% | Reduced |
| Huntington National Bank | 4,591 | $272.9K | 0.00% | −147−3.1% | Reduced |
| Stephens Inc | 4,617 | $274.5K | 0.01% | +264+6.1% | Added |
| Scotia Capital Inc. | 4,620 | $274.8K | 0.00% | −3,101−40.2% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $278.9K | 0.11% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,698 | $279.3K | 0.06% | +59+1.3% | Added |
| Wulff, Hansen & Co. | 4,720 | $280.6K | 0.33% | 00.0% | Unchanged |
| CX Institutional | 4,736 | $281.6K | 0.02% | +4,736 | New |
| Wealthspire Advisors, LLC | 4,808 | $285.8K | 0.00% | +4,808 | New |
| Richard W. Paul & Associates, LLC | 4,814 | $286.2K | 0.13% | −178−3.6% | Reduced |
| Goldstone Financial Group, LLC | 4,820 | $286.6K | 0.08% | −401−7.7% | Reduced |
| Cornerstone Wealth Management, LLC | 4,842 | $287.9K | 0.03% | +497+11.4% | Added |
| L.M. Kohn & Company | 4,875 | $289.8K | 0.11% | 00.0% | Unchanged |
| Destination Wealth Management | 4,876 | $289.9K | 0.01% | −257−5.0% | Reduced |
| Perfromance Wealth Partners, LLC | 4,889 | $290.7K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,898 | $291.2K | 0.02% | +4,898 | New |
| Mastrapasqua Asset Management Inc | 4,908 | $291.8K | 0.03% | +153+3.2% | Added |
| Texas Yale Capital Corp. | 4,925 | $292.8K | 0.01% | −275−5.3% | Reduced |
| Aureus Asset Management, LLC | 4,965 | $295.2K | 0.02% | +4,965 | New |
| West Wealth Group, LLC | 5,000 | $297.3K | 0.13% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 5,024 | $299.0K | 0.09% | +48+1.0% | Added |
| Centiva Capital, LP | 5,076 | $301.8K | 0.02% | +5,076 | New |
| Pinnacle Family Advisors, LLC | 5,173 | $307.6K | 0.18% | −17−0.3% | Reduced |
| Sherbrooke Park Advisers LLC | 5,180 | $308.0K | 0.10% | +5,180 | New |
| Intrua Financial, LLC | 5,214 | $310.0K | 0.06% | −649−11.1% | Reduced |
| Choate Investment Advisors | 5,301 | $315.1K | 0.01% | +5,301 | New |
| Kingswood Wealth Advisors, LLC | 5,309 | $315.6K | 0.05% | +5,309 | New |
| Coastline Trust Co | 5,311 | $315.7K | 0.05% | −85−1.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,313 | $315.9K | 0.09% | −436−7.6% | Reduced |
| BancorpSouth Bank | 5,318 | $316.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,322 | $316.4K | 0.14% | +3,567+203.2% | Added |
| Financial Management Professionals, Inc. | 5,330 | $317.0K | 0.06% | −280−5.0% | Reduced |
| Southland Equity Partners LLC | 5,349 | $318.0K | 0.11% | +10.0% | Added |
| Principle Wealth Partners LLC | 5,360 | $318.7K | 0.03% | −885−14.2% | Reduced |
| HGI Capital Management, LLC | 5,504 | $327.2K | 0.37% | −28,686−83.9% | Reduced |
| Geneos Wealth Management Inc. | 5,519 | $328.1K | 0.02% | −5−0.1% | Reduced |
| M&R Capital Management Inc | 5,539 | $329.3K | 0.09% | +272+5.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $333.5K | 0.01% | +250+4.7% | Added |
| NBC Securities, Inc. | 5,634 | $334.0K | 0.04% | +5,634 | New |
| Quadrature Capital Ltd | 5,724 | $340.1K | 0.01% | +5,724 | New |
| Atalanta Sosnoff Capital, LLC | 5,785 | $343.9K | 0.01% | −156−2.6% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $344.1K | 0.31% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,811 | $345.5K | 0.10% | −41−0.7% | Reduced |
| SFG Wealth Management, LLC. | 5,847 | $347.6K | 0.28% | −214−3.5% | Reduced |
| Griffin Asset Management, Inc. | 5,853 | $348.0K | 0.05% | +26+0.4% | Added |
| CWM, LLC | 5,862 | $348.0K | 0.00% | +1,071+22.4% | Added |
| Alberta Investment Management Corp | 5,900 | $350.8K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,946 | $353.4K | 0.01% | −1,536−20.5% | Reduced |
| Private Portfolio Partners LLC | 5,969 | $354.9K | 0.09% | −111−1.8% | Reduced |
| Transatlantique Private Wealth LLC | 6,003 | $356.9K | 0.19% | −66−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 6,054 | $359.9K | 0.02% | −218−3.5% | Reduced |
| Two Sigma Securities, LLC | 6,111 | $363.3K | 0.02% | +6,111 | New |
| E&G Advisors, LP | 6,125 | $364.1K | 0.13% | −500−7.5% | Reduced |
| Engineers Gate Manager LP | 6,151 | $365.7K | 0.01% | −7,482−54.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 6,167 | $366.6K | 0.08% | +1,173+23.5% | Added |
| Pearl River Capital, LLC | 6,181 | $367.5K | 0.06% | +6,181 | New |
| Hilltop Holdings Inc. | 6,193 | $368.2K | 0.05% | +127+2.1% | Added |
| Garden State Investment Advisory Services LLC | 6,154 | $369.1K | 0.17% | +6+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,281 | $373.4K | 0.03% | −810−11.4% | Reduced |
| Sculati Wealth Management, LLC | 6,388 | $379.8K | 0.19% | −413−6.1% | Reduced |
| Kayne Anderson Capital Advisors LP | 6,400 | $380.5K | 0.01% | +6,400 | New |