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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 52,836 | $3.14M | 0.00% | +1,346+2.6% | Added |
| KBC Group NV | 53,575 | $3.19M | 0.01% | +34,367+178.9% | Added |
| Creative Planning | 53,833 | $3.20M | 0.00% | +30,444+130.2% | Added |
| Gotham Asset Management, LLC | 54,042 | $3.21M | 0.07% | +11,059+25.7% | Added |
| ProShare Advisors LLC | 54,056 | $3.21M | 0.01% | −2,657−4.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 54,532 | $3.24M | 0.02% | −187−0.3% | Reduced |
| AE Wealth Management LLC | 54,877 | $3.26M | 0.02% | +2,442+4.7% | Added |
| Swiss Life Asset Management Ltd | 55,428 | $3.29M | 0.05% | −485−0.9% | Reduced |
| Xponance, Inc. | 55,625 | $3.31M | 0.04% | +3,622+7.0% | Added |
| Burney Co | 57,330 | $3.41M | 0.16% | −306−0.5% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $3.42M | 2.38% | 00.0% | Unchanged |
| Duality Advisers, LP | 57,872 | $3.44M | 0.42% | −2,800−4.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,682 | $3.49M | 0.03% | +7,822+15.4% | Added |
| Public Sector Pension Investment Board | 59,274 | $3.52M | 0.03% | +3,405+6.1% | Added |
| Texas Permanent School Fund | 59,354 | $3.53M | 0.03% | −1,577−2.6% | Reduced |
| TD Private Client Wealth LLC | 59,921 | $3.56M | 0.15% | −19,421−24.5% | Reduced |
| Acadian Asset Management LLC | 60,030 | $3.57M | 0.01% | +7,445+14.2% | Added |
| Trinity Legacy Partners, LLC | 60,072 | $3.57M | 1.23% | +60,072 | New |
| IFM Investors Pty Ltd | 60,261 | $3.58M | 0.05% | +1,293+2.2% | Added |
| Susquehanna Fundamental Investments, LLC | 62,814 | $3.73M | 0.24% | −75,795−54.7% | Reduced |
| Peapack Gladstone Financial Corp | 64,203 | $3.82M | 0.07% | −1,106−1.7% | Reduced |
| Forsta Ap-Fonden | 64,300 | $3.82M | 0.04% | +2,200+3.5% | Added |
| Truvestments Capital LLC | 64,740 | $3.85M | 2.00% | +668+1.0% | Added |
| Advisors Asset Management, Inc. | 65,102 | $3.87M | 0.08% | −6,734−9.4% | Reduced |
| Nissay Asset Management Corp | 66,000 | $3.92M | 0.03% | +2,527+4.0% | Added |
| Oliver Luxxe Assets LLC | 67,233 | $4.00M | 1.03% | 00.0% | Unchanged |
| Truist Financial Corp | 67,316 | $4.00M | 0.01% | −1,659−2.4% | Reduced |
| Cetera Advisors LLC | 68,301 | $4.06M | 0.06% | +12,119+21.6% | Added |
| Prudential PLC | 68,839 | $4.09M | 0.05% | +45,987+201.2% | Added |
| Nepsis, Inc. | 68,998 | $4.10M | 1.26% | +2,513+3.8% | Added |
| Siemens Fonds Invest GmbH | 69,817 | $4.15M | 0.42% | −13,545−16.2% | Reduced |
| Wealthfront Advisers LLC | 70,306 | $4.18M | 0.02% | +1,018+1.5% | Added |
| Vestcor Inc | 70,773 | $4.21M | 0.15% | +18,172+34.5% | Added |
| HRT Financial LP | 70,791 | $4.21M | 0.04% | −34,350−32.7% | Reduced |
| Mercer Global Advisors Inc | 70,966 | $4.22M | 0.02% | +6,468+10.0% | Added |
| American Trust Investment Advisors, LLC | 71,201 | $4.23M | 2.34% | +4,332+6.5% | Added |
| Moors & Cabot, Inc. | 71,878 | $4.27M | 0.29% | −300.0% | Reduced |
| Point72 Middle East FZE | 71,963 | $4.28M | 0.26% | +71,963 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,084 | $4.29M | 0.06% | −2,400−3.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,395 | $4.36M | 0.07% | +3,978+5.7% | Added |
| Hourglass Capital, LLC | 73,820 | $4.39M | 1.55% | −1,930−2.5% | Reduced |
| Cetera Investment Advisers | 74,906 | $4.45M | 0.04% | +7,176+10.6% | Added |
| Franklin Resources Inc | 75,072 | $4.46M | 0.00% | +21,749+40.8% | Added |
| Woodstock Corp | 76,364 | $4.54M | 0.57% | −425−0.6% | Reduced |
| New York Life Investment Management LLC | 76,442 | $4.54M | 0.05% | +16,152+26.8% | Added |
| National Bank of Canada | 78,274 | $4.59M | 0.01% | +13,615+21.1% | Added |
| MetLife Investment Management | 78,107 | $4.64M | 0.04% | −1,836−2.3% | Reduced |
| Arizona State Retirement System | 79,561 | $4.73M | 0.04% | −120.0% | Reduced |
| American International Group, Inc. | 79,811 | $4.74M | 0.03% | −1,605−2.0% | Reduced |
| Avantax Advisory Services, Inc. | 79,843 | $4.75M | 0.05% | +1,788+2.3% | Added |
| State of Michigan Retirement System | 80,046 | $4.76M | 0.03% | −100−0.1% | Reduced |
| Salem Investment Counselors Inc | 80,867 | $4.86M | 0.19% | +8,528+11.8% | Added |
| Amalgamated Bank | 82,210 | $4.89M | 0.04% | +7,776+10.4% | Added |
| Tectonic Advisors LLC | 82,263 | $4.89M | 0.46% | +4,380+5.6% | Added |
| Andra AP-fonden | 82,800 | $4.92M | 0.29% | −27,900−25.2% | Reduced |
| AXA S.A. | 83,649 | $4.97M | 0.02% | +30,024+56.0% | Added |
| BNP Paribas Arbitrage, SA | 83,829 | $4.98M | 0.01% | −197,954−70.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 84,373 | $5.02M | 0.23% | −473−0.6% | Reduced |
| Private Advisor Group, LLC | 84,759 | $5.04M | 0.05% | +1,581+1.9% | Added |
| Macquarie Group Ltd | 84,817 | $5.04M | 0.01% | +44,465+110.2% | Added |
| Allspring Global Investments Holdings, LLC | 84,958 | $5.05M | 0.01% | +42,407+99.7% | Added |
| La Financiere de L'Echiquier | 85,604 | $5.09M | 0.26% | +5,338+6.7% | Added |
| Sonora Investment Management Group, LLC | 85,624 | $5.09M | 0.44% | −2,436−2.8% | Reduced |
| MML Investors Services, LLC | 86,258 | $5.13M | 0.03% | +4,143+5.0% | Added |
| Korea Investment CORP | 89,031 | $5.29M | 0.02% | −48,026−35.0% | Reduced |
| La Banque Postale Asset Management SA | 90,220 | $5.36M | 0.12% | +10,385+13.0% | Added |
| Chicago Capital, LLC | 92,156 | $5.48M | 0.26% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 92,184 | $5.48M | 0.01% | −1,859−2.0% | Reduced |
| Waratah Capital Advisors Ltd. | 93,286 | $5.55M | 0.25% | +93,286 | New |
| M&T Bank Corp | 93,706 | $5.57M | 0.02% | −8,170−8.0% | Reduced |
| Baird Financial Group, Inc. | 94,914 | $5.64M | 0.02% | +14,470+18.0% | Added |
| Millennium Management LLC | 95,086 | $5.65M | 0.01% | −345,601−78.4% | Reduced |
| USS Investment Management Ltd | 95,396 | $5.67M | 0.06% | +7,419+8.4% | Added |
| Marshall Wace, LLP | 97,787 | $5.81M | 0.01% | +91,187+1,381.6% | Added |
| Azimuth Capital Investment Management LLC | 103,660 | $6.16M | 0.30% | −830−0.8% | Reduced |
| WealthTrust Axiom LLC | 106,956 | $6.36M | 2.29% | −2,027−1.9% | Reduced |
| EWG Elevate Inc. | 111,374 | $6.62M | 2.99% | −16,771−13.1% | Reduced |
| First National Trust Co | 111,464 | $6.63M | 0.32% | +6,443+6.1% | Added |
| Shelton Capital Management | 112,169 | $6.67M | 0.25% | +53,400+90.9% | Added |
| Mackenzie Financial Corp | 116,900 | $6.69M | 0.01% | +91,848+366.6% | Added |
| Handelsbanken Fonder AB | 113,917 | $6.77M | 0.04% | +3,224+2.9% | Added |
| Vert Asset Management LLC | 118,712 | $7.06M | 3.58% | +6,215+5.5% | Added |
| Public Employees Retirement System of Ohio | 121,276 | $7.21M | 0.03% | −14,615−10.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 121,682 | $7.23M | 0.02% | +121,682 | New |
| Victory Capital Management Inc | 122,596 | $7.29M | 0.01% | +21,313+21.0% | Added |
| Erste Asset Management GmbH | 121,900 | $7.30M | 0.13% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 124,299 | $7.39M | 0.05% | +11,812+10.5% | Added |
| Knights of Columbus Asset Advisors LLC | 126,970 | $7.55M | 0.69% | +19,412+18.0% | Added |
| Royal London Asset Management Ltd | 127,832 | $7.60M | 0.02% | +1,765+1.4% | Added |
| James Hambro & Partners | 128,100 | $7.62M | 0.49% | −3,152−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 128,519 | $7.64M | 0.07% | +111,594+659.3% | Added |
| Ar Asset Management Inc | 130,600 | $7.76M | 2.18% | −1,000−0.8% | Reduced |
| Treasurer of the State of North Carolina | 130,907 | $7.78M | 0.04% | −3,540−2.6% | Reduced |
| Snowden Capital Advisors LLC | 130,921 | $7.78M | 0.33% | −2,643−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,061 | $7.79M | 0.04% | +14,267+12.2% | Added |
| Hall Private Wealth Advisors | 137,107 | $8.15M | 5.48% | −49,246−26.4% | Reduced |
| Cetera Advisor Networks LLC | 137,179 | $8.16M | 0.05% | +8,745+6.8% | Added |
| Mutual Advisors, LLC | 138,105 | $8.21M | 0.32% | −7,258−5.0% | Reduced |
| Eagle Asset Management Inc | 140,544 | $8.36M | 0.05% | +87,340+164.2% | Added |
| Toronto Dominion Bank | 142,179 | $8.45M | 0.01% | −13,521−8.7% | Reduced |