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 |
|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 13,082 | $786.1K | 0.04% | +157+1.2% | Added |
| Community Bank of Raymore | 13,200 | $784.7K | 0.37% | +1,070+8.8% | Added |
| Coastal Investment Advisors, Inc. | 13,723 | $779.7K | 0.18% | +310+2.3% | Added |
| Princeton Capital Management LLC | 13,084 | $777.8K | 0.36% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 13,079 | $777.6K | 0.10% | −1,919−12.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,805 | $761.3K | 0.00% | +12,805 | New |
| C2C Wealth Management, LLC | 12,973 | $755.8K | 0.11% | −117−0.9% | Reduced |
| Wolverine Trading, LLC | 12,649 | $752.0K | 0.01% | −10,619−45.6% | Reduced |
| Prudent Man Advisors, LLC | 12,554 | $746.3K | 0.30% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,341 | $733.7K | 0.01% | −29−0.2% | Reduced |
| Strait & Sound Wealth Management LLC | 12,337 | $733.4K | 0.63% | −33−0.3% | Reduced |
| HM Payson & Co | 12,261 | $728.9K | 0.02% | −30.0% | Reduced |
| MAI Capital Management | 12,261 | $728.9K | 0.01% | +2,466+25.2% | Added |
| Kinneret Advisory, LLC | 12,107 | $727.6K | 0.09% | −7−0.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 12,213 | $726.1K | 0.08% | +12,213 | New |
| Herbst Group, LLC | 12,200 | $725.3K | 0.52% | −9,900−44.8% | Reduced |
| Csenge Advisory Group | 12,090 | $718.7K | 0.05% | −2,043−14.5% | Reduced |
| Foster & Motley Inc | 11,940 | $710.0K | 0.06% | −17,975−60.1% | Reduced |
| Assenagon Asset Management S.A. | 11,615 | $690.5K | 0.00% | +133+1.2% | Added |
| Measured Wealth Private Client Group, LLC | 11,608 | $690.1K | 0.28% | −267−2.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,799 | $685.5K | 0.64% | −656−5.7% | Reduced |
| Integrated Wealth Concepts LLC | 11,529 | $685.4K | 0.01% | −30−0.3% | Reduced |
| Pegasus Asset Management, Inc. | 11,495 | $683.4K | 0.32% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 11,399 | $677.7K | 0.28% | +527+4.8% | Added |
| Retirement Planning Co of New England, Inc. | 11,345 | $674.5K | 0.38% | −242−2.1% | Reduced |
| Abbot Financial Management, Inc. | 11,250 | $668.8K | 0.45% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 11,200 | $666.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 11,198 | $665.7K | 0.02% | −92−0.8% | Reduced |
| Hodges Capital Management Inc. | 11,162 | $664.0K | 0.08% | +11,162 | New |
| Badgley Phelps Wealth Managers, LLC | 11,116 | $660.8K | 0.02% | +1,291+13.1% | Added |
| Wellington Shields & Co., LLC | 11,033 | $655.9K | 0.16% | +2,500+29.3% | Added |
| Plimoth Trust Co LLC | 10,998 | $653.8K | 0.20% | −280−2.5% | Reduced |
| Harbour Investments, Inc. | 10,961 | $651.6K | 0.03% | −367−3.2% | Reduced |
| Verus Capital Partners, LLC | 10,904 | $648.2K | 0.09% | +1,655+17.9% | Added |
| Strategic Investment Advisors | 10,840 | $644.5K | 0.11% | +10,840 | New |
| Outlook Wealth Advisors, LLC | 10,834 | $644.1K | 0.25% | +231+2.2% | Added |
| Independent Financial Group, LLC | 10,765 | $640.0K | 0.04% | −388−3.5% | Reduced |
| Hunter Associates Investment Management LLC | 10,700 | $638.0K | 0.13% | −200−1.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,725 | $637.6K | 0.15% | −1,241−10.4% | Reduced |
| One Charles Private Wealth Services, LLC | 10,710 | $636.7K | 0.37% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,569 | $628.3K | 0.05% | +100+1.0% | Added |
| Monument Capital Management | 10,559 | $627.7K | 0.21% | −1,250−10.6% | Reduced |
| XTX Topco Ltd | 10,529 | $625.9K | 0.11% | +10,529 | New |
| Armor Investment Advisors, LLC | 10,433 | $620.2K | 0.37% | +437+4.4% | Added |
| APG Asset Management N.V. | 10,305 | $612.6K | 0.00% | −1,100−9.6% | Reduced |
| Proequities, Inc. | 10,072 | $605.3K | 0.05% | −540−5.1% | Reduced |
| Founders Financial Alliance, LLC | 10,175 | $604.9K | 0.26% | −84−0.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 10,133 | $602.4K | 0.20% | +680+7.2% | Added |
| TCG Advisory Services, LLC | 10,117 | $601.4K | 0.09% | +1,801+21.7% | Added |
| Fayez Sarofim & Co | 10,109 | $601.0K | 0.00% | −165−1.6% | Reduced |
| Archer Investment Corp | 10,000 | $594.5K | 0.21% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 9,950 | $592.0K | 0.05% | −6,738−40.4% | Reduced |
| Mathes Company, Inc. | 9,950 | $592.0K | 0.27% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,949 | $592.0K | 0.06% | +5,112+105.7% | Added |
| Foundations Investment Advisors, LLC | 9,877 | $587.2K | 0.02% | +2,937+42.3% | Added |
| Brown Advisory Inc | 9,870 | $586.8K | 0.00% | +2,005+25.5% | Added |
| Atlantic Union Bankshares Corp | 9,794 | $582.3K | 0.06% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 9,760 | $580.2K | 0.09% | −196−2.0% | Reduced |
| Montag A & Associates Inc | 9,571 | $575.2K | 0.04% | −323−3.3% | Reduced |
| Quantitative Investment Management, LLC | 9,620 | $571.0K | 0.09% | +9,620 | New |
| Advisors Preferred, LLC | 9,705 | $569.4K | 0.18% | +9,705 | New |
| Beacon Investment Advisors LLC | 9,577 | $569.4K | 0.40% | +61+0.6% | Added |
| Ieq Capital, LLC | 9,567 | $568.8K | 0.01% | +2,604+37.4% | Added |
| Colonial River Wealth Management, LLC | 9,481 | $563.6K | 0.37% | −25−0.3% | Reduced |
| Oak Thistle LLC | 9,462 | $562.5K | 0.17% | +9,462 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,459 | $562.1K | 0.01% | +139+1.5% | Added |
| Hudson Portfolio Management LLC | 9,405 | $559.1K | 0.64% | −9,730−50.8% | Reduced |
| Merit Financial Group, LLC | 9,387 | $558.1K | 0.02% | −267−2.8% | Reduced |
| Aspire Private Capital, LLC | 9,290 | $552.3K | 0.18% | +188+2.1% | Added |
| Virtu Financial LLC | 9,257 | $550.0K | 0.05% | +9,257 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,212 | $547.7K | 0.01% | +13+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,202 | $547.0K | 0.01% | +2,718+41.9% | Added |
| Bailard, Inc. | 9,131 | $542.8K | 0.02% | +31+0.3% | Added |
| Wetherby Asset Management Inc | 8,918 | $530.2K | 0.03% | +113+1.3% | Added |
| H&H Retirement Design & Management INC | 8,697 | $524.4K | 0.36% | +87+1.0% | Added |
| IHT Wealth Management, LLC | 8,795 | $522.9K | 0.03% | +35+0.4% | Added |
| Global Retirement Partners, LLC | 9,060 | $522.6K | 0.03% | −48−0.5% | Reduced |
| Brown Brothers Harriman & Co | 8,757 | $520.6K | 0.00% | +3,940+81.8% | Added |
| Herold Advisors, Inc. | 8,752 | $520.3K | 0.16% | +10.0% | Added |
| Aigen Investment Management, LP | 8,744 | $519.8K | 0.10% | +8,744 | New |
| Madden Securities Corp | 8,725 | $518.7K | 0.29% | 00.0% | Unchanged |
| Everence Capital Management Inc | 8,670 | $515.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,654 | $514.5K | 0.02% | +843+10.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,573 | $509.7K | 0.01% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 8,555 | $508.6K | 0.40% | +15+0.2% | Added |
| Wedbush Securities Inc | 8,390 | $499.0K | 0.02% | −754−8.2% | Reduced |
| Oppenheimer Asset Management Inc. | 8,315 | $494.3K | 0.01% | −4,053−32.8% | Reduced |
| Ullmann Financial Group, Inc. | 8,302 | $493.6K | 0.09% | +1,226+17.3% | Added |
| Atwood & Palmer Inc | 8,250 | $490.5K | 0.04% | 00.0% | Unchanged |
| Inceptionr LLC | 8,209 | $488.0K | 0.28% | +8,209 | New |
| Genesee Capital Advisors, LLC | 8,133 | $483.5K | 0.35% | +8,133 | New |
| Atlas Capital Advisors LLC | 8,129 | $483.3K | 0.08% | −42−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,000 | $475.6K | 0.14% | −8,275−50.8% | Reduced |
| Thompson Davis & Co., Inc. | 8,000 | $475.6K | 0.59% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,922 | $471.0K | 0.00% | −3,253−29.1% | Reduced |
| Integrated Advisors Network LLC | 7,913 | $470.4K | 0.03% | +258+3.4% | Added |
| O'Shaughnessy Asset Management, LLC | 7,776 | $462.3K | 0.01% | +979+14.4% | Added |
| Bessemer Group Inc | 7,770 | $462.0K | 0.00% | +104+1.4% | Added |
| Banque Cantonale Vaudoise | 7,747 | $461.0K | 0.02% | +1,290+20.0% | Added |
| GM Advisory Group, Inc. | 7,736 | $459.9K | 0.04% | −3,353−30.2% | Reduced |