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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 11,033 | $655.9K | 0.16% | +2,500+29.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,116 | $660.8K | 0.02% | +1,291+13.1% | Added |
| Hodges Capital Management Inc. | 11,162 | $664.0K | 0.08% | +11,162 | New |
| Walleye Trading LLC | 11,198 | $665.7K | 0.02% | −92−0.8% | Reduced |
| Westwood Holdings Group Inc. | 11,200 | $666.0K | 0.01% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 11,250 | $668.8K | 0.45% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 11,345 | $674.5K | 0.38% | −242−2.1% | Reduced |
| WealthBridge Capital Management, LLC | 11,399 | $677.7K | 0.28% | +527+4.8% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $683.4K | 0.32% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,529 | $685.4K | 0.01% | −30−0.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,799 | $685.5K | 0.64% | −656−5.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 11,608 | $690.1K | 0.28% | −267−2.2% | Reduced |
| Assenagon Asset Management S.A. | 11,615 | $690.5K | 0.00% | +133+1.2% | Added |
| Foster & Motley Inc | 11,940 | $710.0K | 0.06% | −17,975−60.1% | Reduced |
| Csenge Advisory Group | 12,090 | $718.7K | 0.05% | −2,043−14.5% | Reduced |
| Herbst Group, LLC | 12,200 | $725.3K | 0.52% | −9,900−44.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,213 | $726.1K | 0.08% | +12,213 | New |
| Kinneret Advisory, LLC | 12,107 | $727.6K | 0.09% | −7−0.1% | Reduced |
| MAI Capital Management | 12,261 | $728.9K | 0.01% | +2,466+25.2% | Added |
| HM Payson & Co | 12,261 | $728.9K | 0.02% | −30.0% | Reduced |
| Strait & Sound Wealth Management LLC | 12,337 | $733.4K | 0.63% | −33−0.3% | Reduced |
| Savant Capital, LLC | 12,341 | $733.7K | 0.01% | −29−0.2% | Reduced |
| Prudent Man Advisors, LLC | 12,554 | $746.3K | 0.30% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,649 | $752.0K | 0.01% | −10,619−45.6% | Reduced |
| C2C Wealth Management, LLC | 12,973 | $755.8K | 0.11% | −117−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,805 | $761.3K | 0.00% | +12,805 | New |
| Eqis Capital Management, Inc. | 13,079 | $777.6K | 0.10% | −1,919−12.8% | Reduced |
| Princeton Capital Management LLC | 13,084 | $777.8K | 0.36% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 13,723 | $779.7K | 0.18% | +310+2.3% | Added |
| Community Bank of Raymore | 13,200 | $784.7K | 0.37% | +1,070+8.8% | Added |
| Focus Financial Network, Inc. | 13,082 | $786.1K | 0.04% | +157+1.2% | Added |
| Level Four Advisory Services, LLC | 13,361 | $794.3K | 0.05% | −1,395−9.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,405 | $796.9K | 0.07% | −30−0.2% | Reduced |
| Columbia Asset Management | 13,432 | $799.0K | 0.18% | −234−1.7% | Reduced |
| Contravisory Investment Management, Inc. | 13,592 | $808.0K | 0.23% | +34+0.3% | Added |
| Widmann Financial Services, Inc. | 13,889 | $825.7K | 0.82% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 13,900 | $826.4K | 0.05% | +13,900 | New |
| Steward Partners Investment Advisory, LLC | 14,174 | $842.7K | 0.01% | +4,203+42.2% | Added |
| Schroder Investment Management Group | 14,182 | $843.1K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,279 | $849.0K | 0.01% | +1,734+13.8% | Added |
| JustInvest LLC | 14,351 | $853.2K | 0.03% | +27+0.2% | Added |
| PGGM Investments | 14,456 | $859.0K | 0.01% | +1,900+15.1% | Added |
| Coppell Advisory Solutions LLC | 17,409 | $867.9K | 0.31% | +1,544+9.7% | Added |
| Cary Street Partner Investment Advisory LLC | 14,714 | $874.7K | 0.05% | +1,289+9.6% | Added |
| Sawtooth Solutions, LLC | 14,806 | $880.2K | 0.03% | −103−0.7% | Reduced |
| Bleakley Financial Group, LLC | 14,806 | $880.2K | 0.03% | −103−0.7% | Reduced |
| NewEdge Wealth, LLC | 15,016 | $892.7K | 0.03% | −2,341−13.5% | Reduced |
| Tyler-Stone Wealth Management | 15,075 | $896.0K | 0.51% | −2,150−12.5% | Reduced |
| New Mexico Educational Retirement Board | 15,140 | $900.0K | 0.04% | +1,000+7.1% | Added |
| Invst, LLC | 15,142 | $900.2K | 0.13% | −2,651−14.9% | Reduced |
| Beacon Financial Advisory LLC | 15,185 | $902.7K | 0.50% | +166+1.1% | Added |
| Metis Global Partners, LLC | 15,291 | $909.0K | 0.04% | +2,384+18.5% | Added |
| Capital Investment Advisory Services, LLC | 15,375 | $914.1K | 0.09% | +38+0.2% | Added |
| EP Wealth Advisors, LLC | 15,430 | $917.3K | 0.01% | −15,564−50.2% | Reduced |
| E. Ohman J:or Asset Management AB | 15,553 | $924.6K | 0.03% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 15,418 | $926.7K | 0.22% | +1,329+9.4% | Added |
| Royal Fund Management, LLC | 15,730 | $935.2K | 0.13% | −1,350−7.9% | Reduced |
| Essex Financial Services, Inc. | 15,855 | $942.6K | 0.11% | −599−3.6% | Reduced |
| Advisor Partners II, LLC | 16,077 | $955.8K | 0.04% | +1,638+11.3% | Added |
| CIBC World Markets Corp | 16,108 | $957.6K | 0.01% | −18,070−52.9% | Reduced |
| Reik & Co., LLC | 16,380 | $973.8K | 0.29% | −5,610−25.5% | Reduced |
| Hancock Whitney Corp | 16,480 | $979.7K | 0.04% | +65+0.4% | Added |
| RFG Advisory, LLC | 16,784 | $997.8K | 0.04% | −3,813−18.5% | Reduced |
| Boothbay Fund Management, LLC | 16,828 | $1.00M | 0.04% | +4,230+33.6% | Added |
| Qube Research & Technologies Ltd | 16,899 | $1.00M | 0.00% | −183,613−91.6% | Reduced |
| Colony Group LLC | 16,934 | $1.01M | 0.02% | +425+2.6% | Added |
| Roman Butler Fullerton & Co | 16,851 | $1.02M | 0.48% | −373−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 17,100 | $1.02M | 0.13% | +15,075+744.4% | Added |
| Verition Fund Management LLC | 17,322 | $1.03M | 0.01% | +13,577+362.5% | Added |
| InterOcean Capital Group, LLC | 17,655 | $1.05M | 0.03% | +37+0.2% | Added |
| Machina Capital S.A.S. | 17,855 | $1.06M | 0.59% | +13,250+287.7% | Added |
| Fagan Associates, Inc. | 17,992 | $1.07M | 0.26% | −694−3.7% | Reduced |
| SeaBridge Investment Advisors LLC | 18,030 | $1.07M | 0.35% | −187−1.0% | Reduced |
| Louisiana State Employees Retirement System | 18,100 | $1.08M | 0.02% | +100+0.6% | Added |
| Beacon Pointe Advisors, LLC | 18,237 | $1.08M | 0.01% | +18,237 | New |
| American Assets Capital Advisers, LLC | 18,300 | $1.09M | 0.31% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 18,568 | $1.10M | 0.36% | +668+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 18,879 | $1.12M | 0.04% | +810+4.5% | Added |
| King Luther Capital Management Corp | 19,001 | $1.13M | 0.01% | −502−2.6% | Reduced |
| Ingalls & Snyder LLC | 19,113 | $1.14M | 0.05% | −2,700−12.4% | Reduced |
| Centersquare Investment Management LLC | 19,135 | $1.14M | 0.01% | +497+2.7% | Added |
| Globeflex Capital L P | 19,285 | $1.15M | 0.13% | −3,272−14.5% | Reduced |
| Pathway Financial Advisers, LLC | 19,376 | $1.15M | 0.48% | +19,376 | New |
| TFG Advisers LLC | 19,548 | $1.16M | 0.55% | +1,982+11.3% | Added |
| Trust Investment Advisors | 19,572 | $1.16M | 1.00% | −894−4.4% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $1.17M | 0.13% | 00.0% | Unchanged |
| Ignite Planners, LLC | 20,511 | $1.18M | 0.36% | +20,511 | New |
| PFG Investments, LLC | 19,860 | $1.18M | 0.22% | +93+0.5% | Added |
| Lincoln National Corp | 19,893 | $1.18M | 0.02% | +391+2.0% | Added |
| Terra Nova Asset Management LLC | 21,084 | $1.20M | 1.09% | 00.0% | Unchanged |
| Bank of Nova Scotia | 20,226 | $1.20M | 0.00% | +4,134+25.7% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $1.22M | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 20,150 | $1.22M | 0.00% | −1,989−9.0% | Reduced |
| STRS Ohio | 20,589 | $1.22M | 0.01% | −169,300−89.2% | Reduced |
| Future Financial Wealth Managment LLC | 20,860 | $1.24M | 1.37% | −229−1.1% | Reduced |
| Securian Asset Management, Inc | 20,925 | $1.24M | 0.04% | −3,191−13.2% | Reduced |
| Metropolitan Life Insurance Co | 21,037 | $1.25M | 0.06% | −578−2.7% | Reduced |
| Davenport & Co LLC | 21,234 | $1.26M | 0.01% | −2,990−12.3% | Reduced |
| Hartford Investment Management Co | 21,259 | $1.26M | 0.05% | −578−2.6% | Reduced |
| Fiduciary Trust Co | 21,506 | $1.28M | 0.02% | 00.0% | Unchanged |