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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 26,291 | $1.56M | 0.04% | +1,118+4.4% | Added |
| Jefferies Financial Group Inc. | 26,220 | $1.56M | 0.04% | −15,351−36.9% | 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 |
| Norinchukin Bank, The | 25,970 | $1.54M | 0.04% | −12,612−32.7% | Reduced |
| Jump Financial, LLC | 25,964 | $1.54M | 0.06% | +25,964 | New |
| GWM Advisors LLC | 25,874 | $1.54M | 0.02% | −571−2.2% | Reduced |
| KCM Investment Advisors LLC | 25,863 | $1.54M | 0.07% | −222−0.9% | Reduced |
| Ancora Advisors, LLC | 25,548 | $1.52M | 0.04% | −118−0.5% | Reduced |
| Pensionfund Sabic | 25,500 | $1.52M | 0.53% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 24,518 | $1.46M | 0.02% | +14,278+139.4% | Added |
| Elo Mutual Pension Insurance Co | 24,433 | $1.45M | 0.04% | +355+1.5% | Added |
| Cascade Investment Group, Inc. | 24,295 | $1.44M | 1.36% | −150−0.6% | Reduced |
| Ostrum Asset Management | 24,287 | $1.44M | 0.13% | +4,948+25.6% | Added |
| Gables Capital Management Inc. | 24,160 | $1.44M | 1.00% | −1,000−4.0% | Reduced |
| Delphi Management Inc | 24,130 | $1.44M | 1.47% | +320+1.3% | Added |
| Kentucky Retirement Systems | 23,673 | $1.41M | 0.05% | +226+1.0% | Added |
| Lockheed Martin Investment Management Co | 24,478 | $1.40M | 0.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 23,500 | $1.40M | 0.32% | +500+2.2% | Added |
| Pathstone Family Office, LLC | 23,200 | $1.39M | 0.01% | +9,719+72.1% | Added |
| Boston Private Wealth LLC | 23,280 | $1.38M | 0.03% | −5,120−18.0% | Reduced |
| Tower Research Capital LLC (TRC) | 23,201 | $1.38M | 0.04% | −5,033−17.8% | Reduced |
| Ellsworth Advisors, LLC | 22,785 | $1.36M | 0.48% | +441+2.0% | Added |
| Oregon Public Employees Retirement Fund | 22,539 | $1.34M | 0.02% | −200−0.9% | Reduced |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.34M | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 22,250 | $1.32M | 0.07% | +355+1.6% | Added |
| Maryland State Retirement & Pension System | 22,108 | $1.31M | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 22,064 | $1.31M | 0.01% | 00.0% | Unchanged |
| Natixis | 22,047 | $1.31M | 0.01% | −35,530−61.7% | Reduced |
| Commerce Bank | 21,797 | $1.30M | 0.01% | +211+1.0% | Added |
| Heritage Trust Co | 21,660 | $1.29M | 0.20% | +30+0.1% | Added |
| Fiduciary Trust Co | 21,506 | $1.28M | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 21,259 | $1.26M | 0.05% | −578−2.6% | Reduced |
| Davenport & Co LLC | 21,234 | $1.26M | 0.01% | −2,990−12.3% | Reduced |
| Metropolitan Life Insurance Co | 21,037 | $1.25M | 0.06% | −578−2.7% | Reduced |
| Securian Asset Management, Inc | 20,925 | $1.24M | 0.04% | −3,191−13.2% | Reduced |
| Future Financial Wealth Managment LLC | 20,860 | $1.24M | 1.37% | −229−1.1% | Reduced |
| STRS Ohio | 20,589 | $1.22M | 0.01% | −169,300−89.2% | Reduced |
| Nordea Investment Management AB | 20,150 | $1.22M | 0.00% | −1,989−9.0% | Reduced |
| Illinois Municipal Retirement Fund | 20,469 | $1.22M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 20,226 | $1.20M | 0.00% | +4,134+25.7% | Added |
| Terra Nova Asset Management LLC | 21,084 | $1.20M | 1.09% | 00.0% | Unchanged |
| Lincoln National Corp | 19,893 | $1.18M | 0.02% | +391+2.0% | Added |
| PFG Investments, LLC | 19,860 | $1.18M | 0.22% | +93+0.5% | Added |
| Ignite Planners, LLC | 20,511 | $1.18M | 0.36% | +20,511 | New |
| Eagle Ridge Investment Management | 19,702 | $1.17M | 0.13% | 00.0% | Unchanged |
| Trust Investment Advisors | 19,572 | $1.16M | 1.00% | −894−4.4% | Reduced |
| TFG Advisers LLC | 19,548 | $1.16M | 0.55% | +1,982+11.3% | Added |
| Pathway Financial Advisers, LLC | 19,376 | $1.15M | 0.48% | +19,376 | New |
| Globeflex Capital L P | 19,285 | $1.15M | 0.13% | −3,272−14.5% | Reduced |
| Centersquare Investment Management LLC | 19,135 | $1.14M | 0.01% | +497+2.7% | Added |
| Ingalls & Snyder LLC | 19,113 | $1.14M | 0.05% | −2,700−12.4% | Reduced |
| King Luther Capital Management Corp | 19,001 | $1.13M | 0.01% | −502−2.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18,879 | $1.12M | 0.04% | +810+4.5% | Added |
| Childress Capital Advisors, LLC | 18,568 | $1.10M | 0.36% | +668+3.7% | Added |
| American Assets Capital Advisers, LLC | 18,300 | $1.09M | 0.31% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 18,237 | $1.08M | 0.01% | +18,237 | New |
| Louisiana State Employees Retirement System | 18,100 | $1.08M | 0.02% | +100+0.6% | Added |
| SeaBridge Investment Advisors LLC | 18,030 | $1.07M | 0.35% | −187−1.0% | Reduced |
| Fagan Associates, Inc. | 17,992 | $1.07M | 0.26% | −694−3.7% | Reduced |
| Machina Capital S.A.S. | 17,855 | $1.06M | 0.59% | +13,250+287.7% | Added |
| InterOcean Capital Group, LLC | 17,655 | $1.05M | 0.03% | +37+0.2% | Added |
| Verition Fund Management LLC | 17,322 | $1.03M | 0.01% | +13,577+362.5% | Added |
| SRS Capital Advisors, Inc. | 17,100 | $1.02M | 0.13% | +15,075+744.4% | Added |
| Roman Butler Fullerton & Co | 16,851 | $1.02M | 0.48% | −373−2.2% | Reduced |
| Colony Group LLC | 16,934 | $1.01M | 0.02% | +425+2.6% | Added |
| Qube Research & Technologies Ltd | 16,899 | $1.00M | 0.00% | −183,613−91.6% | Reduced |
| Boothbay Fund Management, LLC | 16,828 | $1.00M | 0.04% | +4,230+33.6% | Added |
| RFG Advisory, LLC | 16,784 | $997.8K | 0.04% | −3,813−18.5% | Reduced |
| Hancock Whitney Corp | 16,480 | $979.7K | 0.04% | +65+0.4% | Added |
| Reik & Co., LLC | 16,380 | $973.8K | 0.29% | −5,610−25.5% | Reduced |
| CIBC World Markets Corp | 16,108 | $957.6K | 0.01% | −18,070−52.9% | Reduced |
| Advisor Partners II, LLC | 16,077 | $955.8K | 0.04% | +1,638+11.3% | Added |
| Essex Financial Services, Inc. | 15,855 | $942.6K | 0.11% | −599−3.6% | Reduced |
| Royal Fund Management, LLC | 15,730 | $935.2K | 0.13% | −1,350−7.9% | Reduced |
| Naviter Wealth, LLC | 15,418 | $926.7K | 0.22% | +1,329+9.4% | Added |
| E. Ohman J:or Asset Management AB | 15,553 | $924.6K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 15,430 | $917.3K | 0.01% | −15,564−50.2% | Reduced |
| Capital Investment Advisory Services, LLC | 15,375 | $914.1K | 0.09% | +38+0.2% | Added |
| Metis Global Partners, LLC | 15,291 | $909.0K | 0.04% | +2,384+18.5% | Added |
| Beacon Financial Advisory LLC | 15,185 | $902.7K | 0.50% | +166+1.1% | Added |
| Invst, LLC | 15,142 | $900.2K | 0.13% | −2,651−14.9% | Reduced |
| New Mexico Educational Retirement Board | 15,140 | $900.0K | 0.04% | +1,000+7.1% | Added |
| Tyler-Stone Wealth Management | 15,075 | $896.0K | 0.51% | −2,150−12.5% | Reduced |
| NewEdge Wealth, LLC | 15,016 | $892.7K | 0.03% | −2,341−13.5% | Reduced |
| 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 |
| Cary Street Partner Investment Advisory LLC | 14,714 | $874.7K | 0.05% | +1,289+9.6% | Added |
| Coppell Advisory Solutions LLC | 17,409 | $867.9K | 0.31% | +1,544+9.7% | Added |
| PGGM Investments | 14,456 | $859.0K | 0.01% | +1,900+15.1% | Added |
| JustInvest LLC | 14,351 | $853.2K | 0.03% | +27+0.2% | Added |
| Park Avenue Securities LLC | 14,279 | $849.0K | 0.01% | +1,734+13.8% | Added |
| Schroder Investment Management Group | 14,182 | $843.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,174 | $842.7K | 0.01% | +4,203+42.2% | Added |
| Chesley Taft & Associates LLC | 13,900 | $826.4K | 0.05% | +13,900 | New |
| Widmann Financial Services, Inc. | 13,889 | $825.7K | 0.82% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 13,592 | $808.0K | 0.23% | +34+0.3% | Added |
| Columbia Asset Management | 13,432 | $799.0K | 0.18% | −234−1.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,405 | $796.9K | 0.07% | −30−0.2% | Reduced |
| Level Four Advisory Services, LLC | 13,361 | $794.3K | 0.05% | −1,395−9.5% | Reduced |