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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 69,817 | $4.15M | 0.42% | −13,545−16.2% | Reduced |
| Nepsis, Inc. | 68,998 | $4.10M | 1.26% | +2,513+3.8% | Added |
| Prudential PLC | 68,839 | $4.09M | 0.05% | +45,987+201.2% | Added |
| Cetera Advisors LLC | 68,301 | $4.06M | 0.06% | +12,119+21.6% | Added |
| Truist Financial Corp | 67,316 | $4.00M | 0.01% | −1,659−2.4% | Reduced |
| Oliver Luxxe Assets LLC | 67,233 | $4.00M | 1.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 66,000 | $3.92M | 0.03% | +2,527+4.0% | Added |
| Advisors Asset Management, Inc. | 65,102 | $3.87M | 0.08% | −6,734−9.4% | Reduced |
| Truvestments Capital LLC | 64,740 | $3.85M | 2.00% | +668+1.0% | Added |
| Forsta Ap-Fonden | 64,300 | $3.82M | 0.04% | +2,200+3.5% | Added |
| Peapack Gladstone Financial Corp | 64,203 | $3.82M | 0.07% | −1,106−1.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 62,814 | $3.73M | 0.24% | −75,795−54.7% | Reduced |
| IFM Investors Pty Ltd | 60,261 | $3.58M | 0.05% | +1,293+2.2% | Added |
| Trinity Legacy Partners, LLC | 60,072 | $3.57M | 1.23% | +60,072 | New |
| Acadian Asset Management LLC | 60,030 | $3.57M | 0.01% | +7,445+14.2% | Added |
| TD Private Client Wealth LLC | 59,921 | $3.56M | 0.15% | −19,421−24.5% | Reduced |
| Texas Permanent School Fund | 59,354 | $3.53M | 0.03% | −1,577−2.6% | Reduced |
| Public Sector Pension Investment Board | 59,274 | $3.52M | 0.03% | +3,405+6.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 58,682 | $3.49M | 0.03% | +7,822+15.4% | Added |
| Duality Advisers, LP | 57,872 | $3.44M | 0.42% | −2,800−4.6% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $3.42M | 2.38% | 00.0% | Unchanged |
| Burney Co | 57,330 | $3.41M | 0.16% | −306−0.5% | Reduced |
| Xponance, Inc. | 55,625 | $3.31M | 0.04% | +3,622+7.0% | Added |
| Swiss Life Asset Management Ltd | 55,428 | $3.29M | 0.05% | −485−0.9% | Reduced |
| AE Wealth Management LLC | 54,877 | $3.26M | 0.02% | +2,442+4.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 54,532 | $3.24M | 0.02% | −187−0.3% | Reduced |
| ProShare Advisors LLC | 54,056 | $3.21M | 0.01% | −2,657−4.7% | Reduced |
| Gotham Asset Management, LLC | 54,042 | $3.21M | 0.07% | +11,059+25.7% | Added |
| Creative Planning | 53,833 | $3.20M | 0.00% | +30,444+130.2% | Added |
| KBC Group NV | 53,575 | $3.19M | 0.01% | +34,367+178.9% | Added |
| Northwestern Mutual Wealth Management Co | 52,836 | $3.14M | 0.00% | +1,346+2.6% | Added |
| Werlinich Asset Management, LLC | 52,507 | $3.12M | 2.58% | +242+0.5% | Added |
| Connectus Wealth, LLC | 51,923 | $3.09M | 0.07% | +51,923 | New |
| Yousif Capital Management, LLC | 51,823 | $3.08M | 0.04% | −1,201−2.3% | Reduced |
| Catalyst Capital Advisors LLC | 51,500 | $3.06M | 0.09% | −1,900−3.6% | Reduced |
| Railway Pension Investments Ltd | 51,300 | $3.05M | 0.03% | 00.0% | Unchanged |
| Czech National Bank | 51,009 | $3.03M | 0.05% | +16,487+47.8% | Added |
| CIBC World Markets Inc. | 50,110 | $2.98M | 0.01% | −5,788−10.4% | Reduced |
| Utah Retirement Systems | 49,814 | $2.96M | 0.04% | +100+0.2% | Added |
| Atria Wealth Solutions, Inc. | 48,432 | $2.90M | 0.04% | +3,513+7.8% | Added |
| Independent Advisor Alliance | 48,750 | $2.90M | 0.13% | +1,329+2.8% | Added |
| D.A. Davidson & Co. | 48,654 | $2.89M | 0.03% | +2,198+4.7% | Added |
| Vectors Research Management, LLC | 53,309 | $2.89M | 0.94% | −1,716−3.1% | Reduced |
| Courier Capital LLC | 48,355 | $2.87M | 0.24% | −5,041−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 48,248 | $2.87M | 0.00% | +557+1.2% | Added |
| Tredje AP-fonden | 48,137 | $2.86M | 0.04% | −4,490−8.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 47,751 | $2.84M | 0.18% | +10,312+27.5% | Added |
| Shell Asset Management Co | 47,546 | $2.83M | 0.12% | −753−1.6% | Reduced |
| DnB Asset Management AS | 47,252 | $2.81M | 0.02% | −6,731−12.5% | Reduced |
| RB Capital Management, LLC | 44,511 | $2.65M | 0.86% | −35−0.1% | Reduced |
| Janus Henderson Group PLC | 44,111 | $2.62M | 0.00% | −41,277−48.3% | Reduced |
| Fifth Third Bancorp | 43,832 | $2.61M | 0.01% | −36,765−45.6% | Reduced |
| Duff & Phelps Investment Management Co | 43,790 | $2.60M | 0.03% | +43,790 | New |
| CIBC Asset Management Inc | 42,087 | $2.50M | 0.01% | −41−0.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 41,637 | $2.48M | 0.11% | +37,432+890.2% | Added |
| Ethic Inc. | 41,250 | $2.45M | 0.09% | +7,377+21.8% | Added |
| Mutual of America Capital Management LLC | 40,837 | $2.43M | 0.03% | −1,107−2.6% | Reduced |
| Disciplined Equity Management, Inc. | 40,605 | $2.41M | 2.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 38,762 | $2.30M | 1.15% | +2,396+6.6% | Added |
| L & S Advisors Inc | 38,537 | $2.29M | 0.33% | +38,537 | New |
| NorthCrest Asset Manangement, LLC | 37,569 | $2.23M | 0.09% | +1,543+4.3% | Added |
| WESPAC Advisors, LLC | 36,993 | $2.20M | 1.65% | +1,439+4.0% | Added |
| ING Groep NV | 36,740 | $2.18M | 0.02% | +36,740 | New |
| MSH Capital Advisors LLC | 36,298 | $2.16M | 0.85% | +71+0.2% | Added |
| Morse Asset Management, Inc | 36,190 | $2.15M | 0.68% | +700+2.0% | Added |
| Wolverine Asset Management LLC | 36,142 | $2.15M | 0.04% | −8,600−19.2% | Reduced |
| Venture Visionary Partners LLC | 35,762 | $2.13M | 0.13% | +937+2.7% | Added |
| Mariner, LLC | 35,262 | $2.10M | 0.01% | −281−0.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 35,257 | $2.10M | 0.22% | 00.0% | Unchanged |
| Pacitti Group Inc. | 33,458 | $2.01M | 1.40% | −742−2.2% | Reduced |
| Warren Averett Asset Management, LLC | 33,517 | $1.99M | 0.09% | +33,517 | New |
| Public Employees Retirement Association of Colorado | 33,167 | $1.97M | 0.01% | −2,419−6.8% | Reduced |
| Ossiam | 32,966 | $1.96M | 0.03% | +24,663+297.0% | Added |
| Holderness Investments Co | 32,911 | $1.96M | 0.76% | −150.0% | Reduced |
| Donoghue Forlines LLC | 32,720 | $1.95M | 0.69% | +10,089+44.6% | Added |
| Rafferty Asset Management, LLC | 32,607 | $1.94M | 0.01% | +1,568+5.1% | Added |
| Ziegler Capital Management, LLC | 32,441 | $1.93M | 0.08% | −1,037−3.1% | Reduced |
| CoreCap Advisors, LLC | 32,247 | $1.92M | 0.14% | −2,143−6.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 32,080 | $1.91M | 0.09% | −11,418−26.2% | Reduced |
| Green Alpha Advisors, LLC | 31,870 | $1.89M | 1.46% | −4,100−11.4% | Reduced |
| Walleye Capital LLC | 31,741 | $1.89M | 0.03% | +31,741 | New |
| National Asset Management, Inc. | 30,788 | $1.85M | 0.05% | −7,660−19.9% | Reduced |
| Achmea Investment Management B.V. | 30,860 | $1.83M | 0.04% | −836−2.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 30,749 | $1.83M | 0.62% | −244−0.8% | Reduced |
| Moody National Bank Trust Division | 30,545 | $1.82M | 0.12% | +5,215+20.6% | Added |
| Madison Asset Management, LLC | 30,402 | $1.81M | 0.03% | −71−0.2% | Reduced |
| Stock Yards Bank & Trust Co | 29,870 | $1.78M | 0.07% | −1,175−3.8% | Reduced |
| Cubist Systematic Strategies, LLC | 29,791 | $1.77M | 0.02% | +28,791+2,879.1% | Added |
| Corrado Advisors, LLC | 29,579 | $1.76M | 1.21% | +117+0.4% | Added |
| CoreFirst Bank & Trust | 29,370 | $1.75M | 1.24% | −200−0.7% | Reduced |
| AQR Capital Management LLC | 29,224 | $1.74M | 0.00% | −12,541−30.0% | Reduced |
| Cubic Asset Management, LLC | 27,525 | $1.64M | 0.45% | 00.0% | Unchanged |
| US Bancorp | 27,403 | $1.63M | 0.00% | −2,304−7.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 27,358 | $1.63M | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 27,183 | $1.62M | 0.04% | −2,375−8.0% | Reduced |
| Wambolt & Associates, LLC | 27,212 | $1.60M | 0.58% | +211+0.8% | Added |
| Richard P Slaughter Associates Inc | 26,782 | $1.59M | 0.43% | −267−1.0% | Reduced |
| Sippican Capital Advisors | 26,777 | $1.59M | 1.46% | −125−0.5% | Reduced |
| British Columbia Investment Management Corp | 26,527 | $1.58M | 0.01% | +242+0.9% | Added |
| Robeco Institutional Asset Management B.V. | 26,476 | $1.57M | 0.00% | −37,580−58.7% | Reduced |