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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 7,476 | $444.5K | 0.02% | −979−11.6% | Reduced |
| Ibex Wealth Advisors | 7,448 | $443.0K | 0.11% | +7,448 | New |
| Oppenheimer & Co Inc | 7,314 | $434.8K | 0.01% | −167−2.2% | Reduced |
| TBH Global Asset Management, LLC | 7,302 | $434.1K | 0.08% | +11+0.2% | Added |
| TD Waterhouse Canada Inc. | 6,913 | $431.5K | 0.00% | −1,506−17.9% | Reduced |
| Fiduciary Group LLC | 7,250 | $431.0K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,246 | $430.8K | 0.04% | +3,479+92.4% | Added |
| Augustine Asset Management Inc | 7,217 | $429.1K | 0.20% | −78−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 7,194 | $427.7K | 0.02% | +87+1.2% | Added |
| SeaCrest Wealth Management, LLC | 7,168 | $426.1K | 0.06% | −38−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,145 | $424.8K | 0.06% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,056 | $419.5K | 0.01% | +7,056 | New |
| Checchi Capital Advisers, LLC | 6,972 | $414.5K | 0.04% | −573−7.6% | Reduced |
| Arete Wealth Advisors, LLC | 6,937 | $412.4K | 0.07% | −643−8.5% | Reduced |
| Greenleaf Trust | 6,824 | $405.7K | 0.00% | −277−3.9% | Reduced |
| Centaurus Financial, Inc. | 6,790 | $404.0K | 0.04% | +327+5.1% | Added |
| DCM Advisors, LLC | 6,784 | $403.3K | 0.18% | +198+3.0% | Added |
| DRW Securities, LLC | 6,776 | $403.0K | 0.03% | +6,776 | New |
| Edgestream Partners, L.P. | 6,736 | $400.5K | 0.03% | −59,180−89.8% | Reduced |
| Adelante Capital Management LLC | 6,708 | $399.0K | 0.03% | −2,917−30.3% | Reduced |
| Sheets Smith Wealth Management | 6,705 | $398.6K | 0.06% | −200−2.9% | Reduced |
| Flagship Harbor Advisors, LLC | 6,675 | $396.8K | 0.03% | +280+4.4% | Added |
| Glenmede Trust Co NA | 6,667 | $396.4K | 0.00% | −1,043−13.5% | Reduced |
| Estabrook Capital Management | 6,633 | $394.3K | 0.07% | −1,640−19.8% | Reduced |
| Coldstream Capital Management Inc | 6,583 | $391.4K | 0.01% | −108−1.6% | Reduced |
| Essex Savings Bank | 6,540 | $388.8K | 0.13% | +1,558+31.3% | Added |
| DFPG Investments, LLC | 6,588 | $387.8K | 0.04% | +826+14.3% | Added |
| Equitable Holdings, Inc. | 6,494 | $386.1K | 0.01% | +404+6.6% | Added |
| Accuvest Global Advisors | 6,473 | $385.0K | 0.21% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,429 | $382.2K | 0.03% | +177+2.8% | Added |
| HB Wealth Management, LLC | 6,416 | $381.4K | 0.01% | +1,374+27.3% | Added |
| Kayne Anderson Capital Advisors LP | 6,400 | $380.5K | 0.01% | +6,400 | New |
| Sculati Wealth Management, LLC | 6,388 | $379.8K | 0.19% | −413−6.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,281 | $373.4K | 0.03% | −810−11.4% | Reduced |
| Garden State Investment Advisory Services LLC | 6,154 | $369.1K | 0.17% | +6+0.1% | Added |
| Hilltop Holdings Inc. | 6,193 | $368.2K | 0.05% | +127+2.1% | Added |
| Pearl River Capital, LLC | 6,181 | $367.5K | 0.06% | +6,181 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 6,167 | $366.6K | 0.08% | +1,173+23.5% | Added |
| Engineers Gate Manager LP | 6,151 | $365.7K | 0.01% | −7,482−54.9% | Reduced |
| E&G Advisors, LP | 6,125 | $364.1K | 0.13% | −500−7.5% | Reduced |
| Two Sigma Securities, LLC | 6,111 | $363.3K | 0.02% | +6,111 | New |
| Wealthcare Advisory Partners LLC | 6,054 | $359.9K | 0.02% | −218−3.5% | Reduced |
| Transatlantique Private Wealth LLC | 6,003 | $356.9K | 0.19% | −66−1.1% | Reduced |
| Private Portfolio Partners LLC | 5,969 | $354.9K | 0.09% | −111−1.8% | Reduced |
| TownSquare Capital, LLC | 5,946 | $353.4K | 0.01% | −1,536−20.5% | Reduced |
| Alberta Investment Management Corp | 5,900 | $350.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,862 | $348.0K | 0.00% | +1,071+22.4% | Added |
| Griffin Asset Management, Inc. | 5,853 | $348.0K | 0.05% | +26+0.4% | Added |
| SFG Wealth Management, LLC. | 5,847 | $347.6K | 0.28% | −214−3.5% | Reduced |
| Golden State Equity Partners | 5,811 | $345.5K | 0.10% | −41−0.7% | Reduced |
| Kapstone Financial Advisors LLC | 5,788 | $344.1K | 0.31% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 5,785 | $343.9K | 0.01% | −156−2.6% | Reduced |
| Quadrature Capital Ltd | 5,724 | $340.1K | 0.01% | +5,724 | New |
| NBC Securities, Inc. | 5,634 | $334.0K | 0.04% | +5,634 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $333.5K | 0.01% | +250+4.7% | Added |
| M&R Capital Management Inc | 5,539 | $329.3K | 0.09% | +272+5.2% | Added |
| Geneos Wealth Management Inc. | 5,519 | $328.1K | 0.02% | −5−0.1% | Reduced |
| HGI Capital Management, LLC | 5,504 | $327.2K | 0.37% | −28,686−83.9% | Reduced |
| Principle Wealth Partners LLC | 5,360 | $318.7K | 0.03% | −885−14.2% | Reduced |
| Southland Equity Partners LLC | 5,349 | $318.0K | 0.11% | +10.0% | Added |
| Financial Management Professionals, Inc. | 5,330 | $317.0K | 0.06% | −280−5.0% | Reduced |
| V-Square Quantitative Management LLC | 5,322 | $316.4K | 0.14% | +3,567+203.2% | Added |
| BancorpSouth Bank | 5,318 | $316.2K | 0.03% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 5,313 | $315.9K | 0.09% | −436−7.6% | Reduced |
| Coastline Trust Co | 5,311 | $315.7K | 0.05% | −85−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,309 | $315.6K | 0.05% | +5,309 | New |
| Choate Investment Advisors | 5,301 | $315.1K | 0.01% | +5,301 | New |
| Intrua Financial, LLC | 5,214 | $310.0K | 0.06% | −649−11.1% | Reduced |
| Sherbrooke Park Advisers LLC | 5,180 | $308.0K | 0.10% | +5,180 | New |
| Pinnacle Family Advisors, LLC | 5,173 | $307.6K | 0.18% | −17−0.3% | Reduced |
| Centiva Capital, LP | 5,076 | $301.8K | 0.02% | +5,076 | New |
| Dorsey Wright & Associates | 5,024 | $299.0K | 0.09% | +48+1.0% | Added |
| West Wealth Group, LLC | 5,000 | $297.3K | 0.13% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,965 | $295.2K | 0.02% | +4,965 | New |
| Texas Yale Capital Corp. | 4,925 | $292.8K | 0.01% | −275−5.3% | Reduced |
| Mastrapasqua Asset Management Inc | 4,908 | $291.8K | 0.03% | +153+3.2% | Added |
| Ellevest, Inc. | 4,898 | $291.2K | 0.02% | +4,898 | New |
| Perfromance Wealth Partners, LLC | 4,889 | $290.7K | 0.01% | 00.0% | Unchanged |
| Destination Wealth Management | 4,876 | $289.9K | 0.01% | −257−5.0% | Reduced |
| L.M. Kohn & Company | 4,875 | $289.8K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,842 | $287.9K | 0.03% | +497+11.4% | Added |
| Goldstone Financial Group, LLC | 4,820 | $286.6K | 0.08% | −401−7.7% | Reduced |
| Richard W. Paul & Associates, LLC | 4,814 | $286.2K | 0.13% | −178−3.6% | Reduced |
| Wealthspire Advisors, LLC | 4,808 | $285.8K | 0.00% | +4,808 | New |
| CX Institutional | 4,736 | $281.6K | 0.02% | +4,736 | New |
| Wulff, Hansen & Co. | 4,720 | $280.6K | 0.33% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,698 | $279.3K | 0.06% | +59+1.3% | Added |
| High Net Worth Advisory Group LLC | 4,692 | $278.9K | 0.11% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,620 | $274.8K | 0.00% | −3,101−40.2% | Reduced |
| Stephens Inc | 4,617 | $274.5K | 0.01% | +264+6.1% | Added |
| Huntington National Bank | 4,591 | $272.9K | 0.00% | −147−3.1% | Reduced |
| Comerica Securities,inc. | 4,514 | $271.3K | 0.02% | −184−3.9% | Reduced |
| Prossimo Advisors, LLC | 4,565 | $271.0K | 0.64% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,536 | $269.7K | 0.01% | −1,267−21.8% | Reduced |
| Welch Group, LLC | 4,531 | $269.4K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,522 | $268.8K | 0.01% | −19−0.4% | Reduced |
| Armstrong Advisory Group, Inc | 4,483 | $266.5K | 0.03% | −200−4.3% | Reduced |
| Toroso Investments, LLC | 4,460 | $265.1K | 0.01% | −7,325−62.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,455 | $264.9K | 0.10% | +4,455 | New |
| Federated Hermes, Inc. | 4,420 | $262.8K | 0.00% | +403+10.0% | Added |