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 |
|---|---|---|---|---|---|
| Heritage Trust Co | 21,660 | $1.29M | 0.20% | +30+0.1% | Added |
| Commerce Bank | 21,797 | $1.30M | 0.01% | +211+1.0% | Added |
| Natixis | 22,047 | $1.31M | 0.01% | −35,530−61.7% | Reduced |
| Candriam Luxembourg S.C.A. | 22,064 | $1.31M | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,108 | $1.31M | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 22,250 | $1.32M | 0.07% | +355+1.6% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.34M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,539 | $1.34M | 0.02% | −200−0.9% | Reduced |
| Ellsworth Advisors, LLC | 22,785 | $1.36M | 0.48% | +441+2.0% | Added |
| Tower Research Capital LLC (TRC) | 23,201 | $1.38M | 0.04% | −5,033−17.8% | Reduced |
| Boston Private Wealth LLC | 23,280 | $1.38M | 0.03% | −5,120−18.0% | Reduced |
| Pathstone Family Office, LLC | 23,200 | $1.39M | 0.01% | +9,719+72.1% | Added |
| Spirit of America Management Corp | 23,500 | $1.40M | 0.32% | +500+2.2% | Added |
| Lockheed Martin Investment Management Co | 24,478 | $1.40M | 0.11% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 23,673 | $1.41M | 0.05% | +226+1.0% | Added |
| Delphi Management Inc | 24,130 | $1.44M | 1.47% | +320+1.3% | Added |
| Gables Capital Management Inc. | 24,160 | $1.44M | 1.00% | −1,000−4.0% | Reduced |
| Ostrum Asset Management | 24,287 | $1.44M | 0.13% | +4,948+25.6% | Added |
| Cascade Investment Group, Inc. | 24,295 | $1.44M | 1.36% | −150−0.6% | Reduced |
| Elo Mutual Pension Insurance Co | 24,433 | $1.45M | 0.04% | +355+1.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 24,518 | $1.46M | 0.02% | +14,278+139.4% | Added |
| Pensionfund Sabic | 25,500 | $1.52M | 0.53% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25,548 | $1.52M | 0.04% | −118−0.5% | Reduced |
| KCM Investment Advisors LLC | 25,863 | $1.54M | 0.07% | −222−0.9% | Reduced |
| GWM Advisors LLC | 25,874 | $1.54M | 0.02% | −571−2.2% | Reduced |
| Jump Financial, LLC | 25,964 | $1.54M | 0.06% | +25,964 | New |
| Norinchukin Bank, The | 25,970 | $1.54M | 0.04% | −12,612−32.7% | Reduced |
| Gulf International Bank (UK) Ltd | 26,181 | $1.56M | 0.04% | −3,491−11.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,169 | $1.56M | 0.02% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 26,220 | $1.56M | 0.04% | −15,351−36.9% | Reduced |
| Advisory Services Network, LLC | 26,291 | $1.56M | 0.04% | +1,118+4.4% | Added |
| Robeco Institutional Asset Management B.V. | 26,476 | $1.57M | 0.00% | −37,580−58.7% | Reduced |
| British Columbia Investment Management Corp | 26,527 | $1.58M | 0.01% | +242+0.9% | Added |
| Sippican Capital Advisors | 26,777 | $1.59M | 1.46% | −125−0.5% | Reduced |
| Richard P Slaughter Associates Inc | 26,782 | $1.59M | 0.43% | −267−1.0% | Reduced |
| Wambolt & Associates, LLC | 27,212 | $1.60M | 0.58% | +211+0.8% | Added |
| Capital Investment Advisors, LLC | 27,183 | $1.62M | 0.04% | −2,375−8.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,358 | $1.63M | 0.03% | 00.0% | Unchanged |
| US Bancorp | 27,403 | $1.63M | 0.00% | −2,304−7.8% | Reduced |
| Cubic Asset Management, LLC | 27,525 | $1.64M | 0.45% | 00.0% | Unchanged |
| AQR Capital Management LLC | 29,224 | $1.74M | 0.00% | −12,541−30.0% | Reduced |
| CoreFirst Bank & Trust | 29,370 | $1.75M | 1.24% | −200−0.7% | Reduced |
| Corrado Advisors, LLC | 29,579 | $1.76M | 1.21% | +117+0.4% | Added |
| Cubist Systematic Strategies, LLC | 29,791 | $1.77M | 0.02% | +28,791+2,879.1% | Added |
| Stock Yards Bank & Trust Co | 29,870 | $1.78M | 0.07% | −1,175−3.8% | Reduced |
| Madison Asset Management, LLC | 30,402 | $1.81M | 0.03% | −71−0.2% | Reduced |
| Moody National Bank Trust Division | 30,545 | $1.82M | 0.12% | +5,215+20.6% | Added |
| Dumont & Blake Investment Advisors LLC | 30,749 | $1.83M | 0.62% | −244−0.8% | Reduced |
| Achmea Investment Management B.V. | 30,860 | $1.83M | 0.04% | −836−2.6% | Reduced |
| National Asset Management, Inc. | 30,788 | $1.85M | 0.05% | −7,660−19.9% | Reduced |
| Walleye Capital LLC | 31,741 | $1.89M | 0.03% | +31,741 | New |
| Green Alpha Advisors, LLC | 31,870 | $1.89M | 1.46% | −4,100−11.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 32,080 | $1.91M | 0.09% | −11,418−26.2% | Reduced |
| CoreCap Advisors, LLC | 32,247 | $1.92M | 0.14% | −2,143−6.2% | Reduced |
| Ziegler Capital Management, LLC | 32,441 | $1.93M | 0.08% | −1,037−3.1% | Reduced |
| Rafferty Asset Management, LLC | 32,607 | $1.94M | 0.01% | +1,568+5.1% | Added |
| Donoghue Forlines LLC | 32,720 | $1.95M | 0.69% | +10,089+44.6% | Added |
| Holderness Investments Co | 32,911 | $1.96M | 0.76% | −150.0% | Reduced |
| Ossiam | 32,966 | $1.96M | 0.03% | +24,663+297.0% | Added |
| Public Employees Retirement Association of Colorado | 33,167 | $1.97M | 0.01% | −2,419−6.8% | Reduced |
| Warren Averett Asset Management, LLC | 33,517 | $1.99M | 0.09% | +33,517 | New |
| Pacitti Group Inc. | 33,458 | $2.01M | 1.40% | −742−2.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 35,257 | $2.10M | 0.22% | 00.0% | Unchanged |
| Mariner, LLC | 35,262 | $2.10M | 0.01% | −281−0.8% | Reduced |
| Venture Visionary Partners LLC | 35,762 | $2.13M | 0.13% | +937+2.7% | Added |
| Wolverine Asset Management LLC | 36,142 | $2.15M | 0.04% | −8,600−19.2% | Reduced |
| Morse Asset Management, Inc | 36,190 | $2.15M | 0.68% | +700+2.0% | Added |
| MSH Capital Advisors LLC | 36,298 | $2.16M | 0.85% | +71+0.2% | Added |
| ING Groep NV | 36,740 | $2.18M | 0.02% | +36,740 | New |
| WESPAC Advisors, LLC | 36,993 | $2.20M | 1.65% | +1,439+4.0% | Added |
| NorthCrest Asset Manangement, LLC | 37,569 | $2.23M | 0.09% | +1,543+4.3% | Added |
| L & S Advisors Inc | 38,537 | $2.29M | 0.33% | +38,537 | New |
| Twelve Points Wealth Management LLC | 38,762 | $2.30M | 1.15% | +2,396+6.6% | Added |
| Disciplined Equity Management, Inc. | 40,605 | $2.41M | 2.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 40,837 | $2.43M | 0.03% | −1,107−2.6% | Reduced |
| Ethic Inc. | 41,250 | $2.45M | 0.09% | +7,377+21.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 41,637 | $2.48M | 0.11% | +37,432+890.2% | Added |
| CIBC Asset Management Inc | 42,087 | $2.50M | 0.01% | −41−0.1% | Reduced |
| Duff & Phelps Investment Management Co | 43,790 | $2.60M | 0.03% | +43,790 | New |
| Fifth Third Bancorp | 43,832 | $2.61M | 0.01% | −36,765−45.6% | Reduced |
| Janus Henderson Group PLC | 44,111 | $2.62M | 0.00% | −41,277−48.3% | Reduced |
| RB Capital Management, LLC | 44,511 | $2.65M | 0.86% | −35−0.1% | Reduced |
| DnB Asset Management AS | 47,252 | $2.81M | 0.02% | −6,731−12.5% | Reduced |
| Shell Asset Management Co | 47,546 | $2.83M | 0.12% | −753−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 47,751 | $2.84M | 0.18% | +10,312+27.5% | Added |
| Tredje AP-fonden | 48,137 | $2.86M | 0.04% | −4,490−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 48,248 | $2.87M | 0.00% | +557+1.2% | Added |
| Courier Capital LLC | 48,355 | $2.87M | 0.24% | −5,041−9.4% | Reduced |
| Vectors Research Management, LLC | 53,309 | $2.89M | 0.94% | −1,716−3.1% | Reduced |
| D.A. Davidson & Co. | 48,654 | $2.89M | 0.03% | +2,198+4.7% | Added |
| Independent Advisor Alliance | 48,750 | $2.90M | 0.13% | +1,329+2.8% | Added |
| Atria Wealth Solutions, Inc. | 48,432 | $2.90M | 0.04% | +3,513+7.8% | Added |
| Utah Retirement Systems | 49,814 | $2.96M | 0.04% | +100+0.2% | Added |
| CIBC World Markets Inc. | 50,110 | $2.98M | 0.01% | −5,788−10.4% | Reduced |
| Czech National Bank | 51,009 | $3.03M | 0.05% | +16,487+47.8% | Added |
| Railway Pension Investments Ltd | 51,300 | $3.05M | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 51,500 | $3.06M | 0.09% | −1,900−3.6% | Reduced |
| Yousif Capital Management, LLC | 51,823 | $3.08M | 0.04% | −1,201−2.3% | Reduced |
| Connectus Wealth, LLC | 51,923 | $3.09M | 0.07% | +51,923 | New |
| Werlinich Asset Management, LLC | 52,507 | $3.12M | 2.58% | +242+0.5% | Added |