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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 206,956 | $12.3M | 0.02% | −37,351−15.3% | Reduced |
| United Capital Financial Advisers, LLC | 204,256 | $12.1M | 0.08% | −21,541−9.5% | Reduced |
| Commonwealth Equity Services, LLC | 198,302 | $11.8M | 0.02% | +10,063+5.3% | Added |
| SG Americas Securities, LLC | 192,518 | $11.4M | 0.15% | −222,265−53.6% | Reduced |
| Churchill Management Corp | 191,758 | $11.4M | 0.19% | −9,242−4.6% | Reduced |
| Gilman Hill Asset Management, LLC | 191,310 | $11.4M | 2.25% | −14,443−7.0% | Reduced |
| Guggenheim Capital LLC | 190,825 | $11.3M | 0.10% | −21,972−10.3% | Reduced |
| State of Wisconsin Investment Board | 186,877 | $11.1M | 0.03% | +17,439+10.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 184,370 | $11.0M | 0.02% | −260,335−58.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 183,800 | $10.9M | 0.03% | −3,582−1.9% | Reduced |
| Aew Capital Management L P | 180,990 | $10.8M | 0.45% | +73,960+69.1% | Added |
| Advisor Group Holdings, Inc. | 180,300 | $10.7M | 0.02% | +38,410+27.1% | Added |
| Susquehanna International Group, LLP | 180,136 | $10.7M | 0.02% | +17,498+10.8% | Added |
| D. E. Shaw & Co., Inc. | 174,524 | $10.4M | 0.02% | +28,460+19.5% | Added |
| State of Alaska, Department of Revenue | 173,326 | $10.3M | 0.13% | +398+0.2% | Added |
| Trust Co of Virginia | 172,322 | $10.2M | 1.13% | −378−0.2% | Reduced |
| Storebrand Asset Management AS | 171,276 | $10.2M | 0.05% | −12,299−6.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 170,602 | $10.1M | 1.02% | −2,950−1.7% | Reduced |
| Standard Life Aberdeen plc | 169,404 | $10.1M | 0.03% | +4,058+2.5% | Added |
| Janney Montgomery Scott LLC | 166,011 | $9.87M | 0.04% | −2,116−1.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 164,050 | $9.75M | 0.04% | −3,715−2.2% | Reduced |
| HighTower Advisors, LLC | 159,030 | $9.45M | 0.02% | +92,924+140.6% | Added |
| Natixis Advisors, L.P. | 158,076 | $9.40M | 0.03% | +22,816+16.9% | Added |
| State of New Jersey Common Pension Fund D | 156,870 | $9.33M | 0.03% | −7,009−4.3% | Reduced |
| UniSuper Management Pty Ltd | 155,970 | $9.27M | 0.11% | 00.0% | Unchanged |
| Intech Investment Management LLC | 154,760 | $9.20M | 0.14% | −452,050−74.5% | Reduced |
| Sargent Investment Group, LLC | 154,725 | $9.20M | 2.22% | −9,365−5.7% | Reduced |
| Nisa Investment Advisors, LLC | 152,869 | $9.09M | 0.07% | +5,635+3.8% | Added |
| Ensign Peak Advisors, Inc | 148,493 | $8.83M | 0.02% | −14,198−8.7% | Reduced |
| Voya Investment Management LLC | 147,516 | $8.77M | 0.01% | −43,911−22.9% | Reduced |
| QRG Capital Management, Inc. | 146,719 | $8.72M | 0.15% | +146,719 | New |
| Toronto Dominion Bank | 142,179 | $8.45M | 0.01% | −13,521−8.7% | Reduced |
| Eagle Asset Management Inc | 140,544 | $8.36M | 0.05% | +87,340+164.2% | Added |
| Mutual Advisors, LLC | 138,105 | $8.21M | 0.32% | −7,258−5.0% | Reduced |
| Cetera Advisor Networks LLC | 137,179 | $8.16M | 0.05% | +8,745+6.8% | Added |
| Hall Private Wealth Advisors | 137,107 | $8.15M | 5.48% | −49,246−26.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,061 | $7.79M | 0.04% | +14,267+12.2% | Added |
| Snowden Capital Advisors LLC | 130,921 | $7.78M | 0.33% | −2,643−2.0% | Reduced |
| Treasurer of the State of North Carolina | 130,907 | $7.78M | 0.04% | −3,540−2.6% | Reduced |
| Ar Asset Management Inc | 130,600 | $7.76M | 2.18% | −1,000−0.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 128,519 | $7.64M | 0.07% | +111,594+659.3% | Added |
| James Hambro & Partners | 128,100 | $7.62M | 0.49% | −3,152−2.4% | Reduced |
| Royal London Asset Management Ltd | 127,832 | $7.60M | 0.02% | +1,765+1.4% | Added |
| Knights of Columbus Asset Advisors LLC | 126,970 | $7.55M | 0.69% | +19,412+18.0% | Added |
| Teacher Retirement System of Texas | 124,299 | $7.39M | 0.05% | +11,812+10.5% | Added |
| Erste Asset Management GmbH | 121,900 | $7.30M | 0.13% | 00.0% | Unchanged |
| Victory Capital Management Inc | 122,596 | $7.29M | 0.01% | +21,313+21.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 121,682 | $7.23M | 0.02% | +121,682 | New |
| Public Employees Retirement System of Ohio | 121,276 | $7.21M | 0.03% | −14,615−10.8% | Reduced |
| Vert Asset Management LLC | 118,712 | $7.06M | 3.58% | +6,215+5.5% | Added |
| Handelsbanken Fonder AB | 113,917 | $6.77M | 0.04% | +3,224+2.9% | Added |
| Mackenzie Financial Corp | 116,900 | $6.69M | 0.01% | +91,848+366.6% | Added |
| Shelton Capital Management | 112,169 | $6.67M | 0.25% | +53,400+90.9% | Added |
| First National Trust Co | 111,464 | $6.63M | 0.32% | +6,443+6.1% | Added |
| EWG Elevate Inc. | 111,374 | $6.62M | 2.99% | −16,771−13.1% | Reduced |
| WealthTrust Axiom LLC | 106,956 | $6.36M | 2.29% | −2,027−1.9% | Reduced |
| Azimuth Capital Investment Management LLC | 103,660 | $6.16M | 0.30% | −830−0.8% | Reduced |
| Marshall Wace, LLP | 97,787 | $5.81M | 0.01% | +91,187+1,381.6% | Added |
| USS Investment Management Ltd | 95,396 | $5.67M | 0.06% | +7,419+8.4% | Added |
| Millennium Management LLC | 95,086 | $5.65M | 0.01% | −345,601−78.4% | Reduced |
| Baird Financial Group, Inc. | 94,914 | $5.64M | 0.02% | +14,470+18.0% | Added |
| M&T Bank Corp | 93,706 | $5.57M | 0.02% | −8,170−8.0% | Reduced |
| Waratah Capital Advisors Ltd. | 93,286 | $5.55M | 0.25% | +93,286 | New |
| Thrivent Financial for Lutherans | 92,184 | $5.48M | 0.01% | −1,859−2.0% | Reduced |
| Chicago Capital, LLC | 92,156 | $5.48M | 0.26% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 90,220 | $5.36M | 0.12% | +10,385+13.0% | Added |
| Korea Investment CORP | 89,031 | $5.29M | 0.02% | −48,026−35.0% | Reduced |
| MML Investors Services, LLC | 86,258 | $5.13M | 0.03% | +4,143+5.0% | Added |
| Sonora Investment Management Group, LLC | 85,624 | $5.09M | 0.44% | −2,436−2.8% | Reduced |
| La Financiere de L'Echiquier | 85,604 | $5.09M | 0.26% | +5,338+6.7% | Added |
| Allspring Global Investments Holdings, LLC | 84,958 | $5.05M | 0.01% | +42,407+99.7% | Added |
| Macquarie Group Ltd | 84,817 | $5.04M | 0.01% | +44,465+110.2% | Added |
| Private Advisor Group, LLC | 84,759 | $5.04M | 0.05% | +1,581+1.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 84,373 | $5.02M | 0.23% | −473−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 83,829 | $4.98M | 0.01% | −197,954−70.3% | Reduced |
| AXA S.A. | 83,649 | $4.97M | 0.02% | +30,024+56.0% | Added |
| Andra AP-fonden | 82,800 | $4.92M | 0.29% | −27,900−25.2% | Reduced |
| Tectonic Advisors LLC | 82,263 | $4.89M | 0.46% | +4,380+5.6% | Added |
| Amalgamated Bank | 82,210 | $4.89M | 0.04% | +7,776+10.4% | Added |
| Salem Investment Counselors Inc | 80,867 | $4.86M | 0.19% | +8,528+11.8% | Added |
| State of Michigan Retirement System | 80,046 | $4.76M | 0.03% | −100−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 79,843 | $4.75M | 0.05% | +1,788+2.3% | Added |
| American International Group, Inc. | 79,811 | $4.74M | 0.03% | −1,605−2.0% | Reduced |
| Arizona State Retirement System | 79,561 | $4.73M | 0.04% | −120.0% | Reduced |
| MetLife Investment Management | 78,107 | $4.64M | 0.04% | −1,836−2.3% | Reduced |
| National Bank of Canada | 78,274 | $4.59M | 0.01% | +13,615+21.1% | Added |
| New York Life Investment Management LLC | 76,442 | $4.54M | 0.05% | +16,152+26.8% | Added |
| Woodstock Corp | 76,364 | $4.54M | 0.57% | −425−0.6% | Reduced |
| Franklin Resources Inc | 75,072 | $4.46M | 0.00% | +21,749+40.8% | Added |
| Cetera Investment Advisers | 74,906 | $4.45M | 0.04% | +7,176+10.6% | Added |
| Hourglass Capital, LLC | 73,820 | $4.39M | 1.55% | −1,930−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,395 | $4.36M | 0.07% | +3,978+5.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,084 | $4.29M | 0.06% | −2,400−3.2% | Reduced |
| Point72 Middle East FZE | 71,963 | $4.28M | 0.26% | +71,963 | New |
| Moors & Cabot, Inc. | 71,878 | $4.27M | 0.29% | −300.0% | Reduced |
| American Trust Investment Advisors, LLC | 71,201 | $4.23M | 2.34% | +4,332+6.5% | Added |
| Mercer Global Advisors Inc | 70,966 | $4.22M | 0.02% | +6,468+10.0% | Added |
| HRT Financial LP | 70,791 | $4.21M | 0.04% | −34,350−32.7% | Reduced |
| Vestcor Inc | 70,773 | $4.21M | 0.15% | +18,172+34.5% | Added |
| Wealthfront Advisers LLC | 70,306 | $4.18M | 0.02% | +1,018+1.5% | Added |