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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 6,416 | $381.4K | 0.01% | +1,374+27.3% | Added |
| J.W. Cole Advisors, Inc. | 6,429 | $382.2K | 0.03% | +177+2.8% | Added |
| Accuvest Global Advisors | 6,473 | $385.0K | 0.21% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,494 | $386.1K | 0.01% | +404+6.6% | Added |
| DFPG Investments, LLC | 6,588 | $387.8K | 0.04% | +826+14.3% | Added |
| Essex Savings Bank | 6,540 | $388.8K | 0.13% | +1,558+31.3% | Added |
| Coldstream Capital Management Inc | 6,583 | $391.4K | 0.01% | −108−1.6% | Reduced |
| Estabrook Capital Management | 6,633 | $394.3K | 0.07% | −1,640−19.8% | Reduced |
| Glenmede Trust Co NA | 6,667 | $396.4K | 0.00% | −1,043−13.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,675 | $396.8K | 0.03% | +280+4.4% | Added |
| Sheets Smith Wealth Management | 6,705 | $398.6K | 0.06% | −200−2.9% | Reduced |
| Adelante Capital Management LLC | 6,708 | $399.0K | 0.03% | −2,917−30.3% | Reduced |
| Edgestream Partners, L.P. | 6,736 | $400.5K | 0.03% | −59,180−89.8% | Reduced |
| DRW Securities, LLC | 6,776 | $403.0K | 0.03% | +6,776 | New |
| DCM Advisors, LLC | 6,784 | $403.3K | 0.18% | +198+3.0% | Added |
| Centaurus Financial, Inc. | 6,790 | $404.0K | 0.04% | +327+5.1% | Added |
| Greenleaf Trust | 6,824 | $405.7K | 0.00% | −277−3.9% | Reduced |
| Arete Wealth Advisors, LLC | 6,937 | $412.4K | 0.07% | −643−8.5% | Reduced |
| Checchi Capital Advisers, LLC | 6,972 | $414.5K | 0.04% | −573−7.6% | Reduced |
| Resources Investment Advisors, LLC. | 7,056 | $419.5K | 0.01% | +7,056 | New |
| Hudson Valley Investment Advisors Inc | 7,145 | $424.8K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 7,168 | $426.1K | 0.06% | −38−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 7,194 | $427.7K | 0.02% | +87+1.2% | Added |
| Augustine Asset Management Inc | 7,217 | $429.1K | 0.20% | −78−1.1% | Reduced |
| Belpointe Asset Management LLC | 7,246 | $430.8K | 0.04% | +3,479+92.4% | Added |
| Fiduciary Group LLC | 7,250 | $431.0K | 0.06% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,913 | $431.5K | 0.00% | −1,506−17.9% | Reduced |
| TBH Global Asset Management, LLC | 7,302 | $434.1K | 0.08% | +11+0.2% | Added |
| Oppenheimer & Co Inc | 7,314 | $434.8K | 0.01% | −167−2.2% | Reduced |
| Ibex Wealth Advisors | 7,448 | $443.0K | 0.11% | +7,448 | New |
| Sigma Planning Corp | 7,476 | $444.5K | 0.02% | −979−11.6% | Reduced |
| GM Advisory Group, Inc. | 7,736 | $459.9K | 0.04% | −3,353−30.2% | Reduced |
| Banque Cantonale Vaudoise | 7,747 | $461.0K | 0.02% | +1,290+20.0% | Added |
| Bessemer Group Inc | 7,770 | $462.0K | 0.00% | +104+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 7,776 | $462.3K | 0.01% | +979+14.4% | Added |
| Integrated Advisors Network LLC | 7,913 | $470.4K | 0.03% | +258+3.4% | Added |
| Squarepoint Ops LLC | 7,922 | $471.0K | 0.00% | −3,253−29.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,000 | $475.6K | 0.14% | −8,275−50.8% | Reduced |
| Thompson Davis & Co., Inc. | 8,000 | $475.6K | 0.59% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,129 | $483.3K | 0.08% | −42−0.5% | Reduced |
| Genesee Capital Advisors, LLC | 8,133 | $483.5K | 0.35% | +8,133 | New |
| Inceptionr LLC | 8,209 | $488.0K | 0.28% | +8,209 | New |
| Atwood & Palmer Inc | 8,250 | $490.5K | 0.04% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 8,302 | $493.6K | 0.09% | +1,226+17.3% | Added |
| Oppenheimer Asset Management Inc. | 8,315 | $494.3K | 0.01% | −4,053−32.8% | Reduced |
| Wedbush Securities Inc | 8,390 | $499.0K | 0.02% | −754−8.2% | Reduced |
| Heartland Bank & Trust Co | 8,555 | $508.6K | 0.40% | +15+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,573 | $509.7K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,654 | $514.5K | 0.02% | +843+10.8% | Added |
| Everence Capital Management Inc | 8,670 | $515.0K | 0.04% | 00.0% | Unchanged |
| Madden Securities Corp | 8,725 | $518.7K | 0.29% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 8,744 | $519.8K | 0.10% | +8,744 | New |
| Herold Advisors, Inc. | 8,752 | $520.3K | 0.16% | +10.0% | Added |
| Brown Brothers Harriman & Co | 8,757 | $520.6K | 0.00% | +3,940+81.8% | Added |
| Global Retirement Partners, LLC | 9,060 | $522.6K | 0.03% | −48−0.5% | Reduced |
| IHT Wealth Management, LLC | 8,795 | $522.9K | 0.03% | +35+0.4% | Added |
| H&H Retirement Design & Management INC | 8,697 | $524.4K | 0.36% | +87+1.0% | Added |
| Wetherby Asset Management Inc | 8,918 | $530.2K | 0.03% | +113+1.3% | Added |
| Bailard, Inc. | 9,131 | $542.8K | 0.02% | +31+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,202 | $547.0K | 0.01% | +2,718+41.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,212 | $547.7K | 0.01% | +13+0.1% | Added |
| Virtu Financial LLC | 9,257 | $550.0K | 0.05% | +9,257 | New |
| Aspire Private Capital, LLC | 9,290 | $552.3K | 0.18% | +188+2.1% | Added |
| Merit Financial Group, LLC | 9,387 | $558.1K | 0.02% | −267−2.8% | Reduced |
| Hudson Portfolio Management LLC | 9,405 | $559.1K | 0.64% | −9,730−50.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,459 | $562.1K | 0.01% | +139+1.5% | Added |
| Oak Thistle LLC | 9,462 | $562.5K | 0.17% | +9,462 | New |
| Colonial River Wealth Management, LLC | 9,481 | $563.6K | 0.37% | −25−0.3% | Reduced |
| Ieq Capital, LLC | 9,567 | $568.8K | 0.01% | +2,604+37.4% | Added |
| Beacon Investment Advisors LLC | 9,577 | $569.4K | 0.40% | +61+0.6% | Added |
| Advisors Preferred, LLC | 9,705 | $569.4K | 0.18% | +9,705 | New |
| Quantitative Investment Management, LLC | 9,620 | $571.0K | 0.09% | +9,620 | New |
| Montag A & Associates Inc | 9,571 | $575.2K | 0.04% | −323−3.3% | Reduced |
| Teamwork Financial Advisors, LLC | 9,760 | $580.2K | 0.09% | −196−2.0% | Reduced |
| Atlantic Union Bankshares Corp | 9,794 | $582.3K | 0.06% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,870 | $586.8K | 0.00% | +2,005+25.5% | Added |
| Foundations Investment Advisors, LLC | 9,877 | $587.2K | 0.02% | +2,937+42.3% | Added |
| Lee Danner & Bass Inc | 9,950 | $592.0K | 0.05% | −6,738−40.4% | Reduced |
| Mathes Company, Inc. | 9,950 | $592.0K | 0.27% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,949 | $592.0K | 0.06% | +5,112+105.7% | Added |
| Archer Investment Corp | 10,000 | $594.5K | 0.21% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,109 | $601.0K | 0.00% | −165−1.6% | Reduced |
| TCG Advisory Services, LLC | 10,117 | $601.4K | 0.09% | +1,801+21.7% | Added |
| Redhawk Wealth Advisors, Inc. | 10,133 | $602.4K | 0.20% | +680+7.2% | Added |
| Founders Financial Alliance, LLC | 10,175 | $604.9K | 0.26% | −84−0.8% | Reduced |
| Proequities, Inc. | 10,072 | $605.3K | 0.05% | −540−5.1% | Reduced |
| APG Asset Management N.V. | 10,305 | $612.6K | 0.00% | −1,100−9.6% | Reduced |
| Armor Investment Advisors, LLC | 10,433 | $620.2K | 0.37% | +437+4.4% | Added |
| XTX Topco Ltd | 10,529 | $625.9K | 0.11% | +10,529 | New |
| Monument Capital Management | 10,559 | $627.7K | 0.21% | −1,250−10.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,569 | $628.3K | 0.05% | +100+1.0% | Added |
| One Charles Private Wealth Services, LLC | 10,710 | $636.7K | 0.37% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,725 | $637.6K | 0.15% | −1,241−10.4% | Reduced |
| Hunter Associates Investment Management LLC | 10,700 | $638.0K | 0.13% | −200−1.8% | Reduced |
| Independent Financial Group, LLC | 10,765 | $640.0K | 0.04% | −388−3.5% | Reduced |
| Outlook Wealth Advisors, LLC | 10,834 | $644.1K | 0.25% | +231+2.2% | Added |
| Strategic Investment Advisors | 10,840 | $644.5K | 0.11% | +10,840 | New |
| Verus Capital Partners, LLC | 10,904 | $648.2K | 0.09% | +1,655+17.9% | Added |
| Harbour Investments, Inc. | 10,961 | $651.6K | 0.03% | −367−3.2% | Reduced |
| Plimoth Trust Co LLC | 10,998 | $653.8K | 0.20% | −280−2.5% | Reduced |