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 |
|---|---|---|---|---|---|
| Tradewinds, LLC. | 4,415 | $262.5K | 0.15% | +4,415 | New |
| Horizon Investments, LLC | 4,387 | $260.8K | 0.01% | −27−0.6% | Reduced |
| Edmp, Inc. | 4,387 | $260.8K | 0.27% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 4,385 | $260.7K | 0.03% | +4,385 | New |
| TrinityPoint Wealth, LLC | 4,379 | $260.3K | 0.05% | +25+0.6% | Added |
| Brinker Capital Investments, LLC | 4,343 | $258.2K | 0.00% | −108−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,343 | $258.2K | 0.00% | −108−2.4% | Reduced |
| TRUE Private Wealth Advisors | 4,324 | $257.1K | 0.04% | +5+0.1% | Added |
| Profund Advisors LLC | 4,311 | $256.3K | 0.01% | −189−4.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,293 | $255.2K | 0.03% | +188+4.6% | Added |
| iA Global Asset Management Inc. | 4,294 | $255.0K | 0.01% | −1,018−19.2% | Reduced |
| BTC Capital Management, Inc. | 4,255 | $253.0K | 0.03% | −1,098−20.5% | Reduced |
| Investors Research Corp | 4,229 | $251.4K | 0.07% | −2,725−39.2% | Reduced |
| Verdence Capital Advisors LLC | 4,211 | $250.3K | 0.03% | −620−12.8% | Reduced |
| Triasima Portfolio Management inc. | 4,200 | $249.7K | 0.02% | +4,200 | New |
| Curi Capital | 4,197 | $249.5K | 0.04% | −130−3.0% | Reduced |
| Banco BTG Pactual S.A. | 4,193 | $249.3K | 0.10% | +4,193 | New |
| Vestmark Advisory Solutions, Inc. | 4,183 | $248.7K | 0.02% | −7,047−62.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,181 | $248.6K | 0.02% | +35+0.8% | Added |
| Fund Management at Engine No. 1 LLC | 4,171 | $248.0K | 0.04% | +375+9.9% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $246.7K | 0.05% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 4,150 | $246.7K | 0.19% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,109 | $244.3K | 0.02% | +33+0.8% | Added |
| Howland Capital Management LLC | 4,016 | $241.4K | 0.01% | −600−13.0% | Reduced |
| FDx Advisors, Inc. | 4,053 | $241.0K | 0.02% | +218+5.7% | Added |
| Lido Advisors, LLC | 4,004 | $238.0K | 0.00% | +4,004 | New |
| Advisors Capital Management, LLC | 4,009 | $238.0K | 0.01% | +257+6.8% | Added |
| Retirement Income Solutions, Inc | 4,000 | $237.8K | 0.07% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,000 | $237.8K | 0.15% | 00.0% | Unchanged |
| Citizens Business Bank | 4,000 | $237.8K | 0.06% | 00.0% | Unchanged |
| Somerset Trust Co | 3,938 | $234.1K | 0.11% | +3,938 | New |
| Park National Corp | 3,905 | $232.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,868 | $230.3K | 0.01% | +3,868 | New |
| Raleigh Capital Management Inc. | 3,831 | $227.8K | 0.12% | −27−0.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,812 | $226.6K | 0.05% | +43+1.1% | Added |
| Aire Advisors, LLC | 3,790 | $225.3K | 0.06% | +38+1.0% | Added |
| Nations Financial Group Inc, | 3,789 | $225.3K | 0.02% | +50+1.3% | Added |
| Grey Street Capital, LLC | 3,731 | $224.2K | 0.13% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,743 | $222.5K | 0.03% | −210−5.3% | Reduced |
| Private Trust Co NA | 3,721 | $221.2K | 0.03% | −152−3.9% | Reduced |
| Moneta Group Investment Advisors LLC | 3,706 | $220.3K | 0.01% | −51−1.4% | Reduced |
| Beaumont Financial Advisors, LLC | 3,705 | $220.3K | 0.02% | +2+0.1% | Added |
| Evergreen Capital Management LLC | 3,662 | $220.1K | 0.01% | +117+3.3% | Added |
| Seelaus Asset Management LLC | 3,700 | $220.0K | 0.25% | −1,024−21.7% | Reduced |
| Panagora Asset Management Inc | 3,697 | $219.8K | 0.00% | +4+0.1% | Added |
| Parallel Advisors, LLC | 3,657 | $217.5K | 0.01% | −848−18.8% | Reduced |
| NorthRock Partners, LLC | 3,637 | $216.2K | 0.02% | +3,637 | New |
| Strategic Blueprint, LLC | 3,614 | $214.9K | 0.02% | +79+2.2% | Added |
| Signaturefd, LLC | 3,591 | $213.5K | 0.01% | −535−13.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,577 | $212.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 3,566 | $212.0K | 0.01% | 00.0% | Unchanged |
| Geller Advisors LLC | 3,505 | $210.7K | 0.02% | +3,505 | New |
| Perigon Wealth Management, LLC | 3,520 | $209.2K | 0.01% | +3,520 | New |
| Core Wealth Partners LLC | 3,509 | $208.6K | 0.19% | +3,509 | New |
| Advisors Management Group Inc | 3,498 | $208.0K | 0.06% | −99−2.8% | Reduced |
| Philadelphia Trust Co | 3,500 | $208.0K | 0.02% | +3,500 | New |
| Lokken Investment Group LLC | 3,474 | $206.5K | 0.14% | +3,474 | New |
| Prime Capital Investment Advisors, LLC | 3,464 | $205.9K | 0.00% | −96−2.7% | Reduced |
| Davis R M Inc | 3,418 | $203.0K | 0.01% | +3,418 | New |
| MQS Management LLC | 3,400 | $202.1K | 0.12% | +3,400 | New |
| Beacon Bridge Wealth Partners, LLC | 3,373 | $200.5K | 0.11% | +3,373 | New |
| Sutton Wealth Advisors Inc. | 3,336 | $198.3K | 0.10% | +42+1.3% | Added |
| Whittier Trust Co | 3,228 | $191.9K | 0.00% | +47+1.5% | Added |
| Westpac Banking Corp | 3,143 | $186.9K | 0.01% | −31,729−91.0% | Reduced |
| Smithfield Trust Co | 3,122 | $186.0K | 0.01% | −160−4.9% | Reduced |
| Penserra Capital Management LLC | 3,142 | $185.0K | 0.00% | −184−5.5% | Reduced |
| Clean Yield Group | 3,000 | $182.5K | 0.08% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,000 | $178.3K | 0.00% | +3,000 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,859 | $171.8K | 0.09% | +2,859 | New |
| Bramshill Investments, LLC | 2,844 | $169.1K | 0.02% | −37,983−93.0% | Reduced |
| Spire Wealth Management | 2,760 | $164.1K | 0.01% | +1,147+71.1% | Added |
| Credit Agricole S A | 2,745 | $163.2K | 0.01% | +2,745 | New |
| Deseret Mutual Benefit Administrators | 2,537 | $150.8K | 0.07% | −748−22.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,366 | $140.7K | 0.00% | −7,970−77.1% | Reduced |
| NVWM, LLC | 2,151 | $129.3K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,170 | $129.0K | 0.04% | +2,170 | New |
| Ninepoint Partners LP | 2,151 | $127.9K | 0.01% | −502−18.9% | Reduced |
| Eagle Bay Advisors LLC | 2,042 | $121.4K | 0.06% | +1,227+150.6% | Added |
| Baldwin Brothers Inc | 2,008 | $119.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,000 | $118.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $118.9K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 1,995 | $118.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,941 | $115.4K | 0.05% | −310−13.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,908 | $113.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,800 | $107.0K | 0.04% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,800 | $107.0K | 0.07% | +1,800 | New |
| Federation des caisses Desjardins du Quebec | 1,785 | $106.1K | 0.00% | −647−26.6% | Reduced |
| Retirement Group, LLC | 1,707 | $101.5K | 0.04% | +8+0.5% | Added |
| Sentry Investment Management LLC | 1,692 | $101.0K | 0.05% | −200−10.6% | Reduced |
| Central Trust Co | 1,676 | $99.6K | 0.00% | +36+2.2% | Added |
| SJS Investment Consulting Inc. | 1,600 | $95.1K | 0.02% | 00.0% | Unchanged |
| Tobam | 1,587 | $94.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,574 | $94.0K | 0.07% | +16+1.0% | Added |
| First Financial Corp | 1,500 | $89.2K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,500 | $89.0K | 0.03% | +1,500 | New |
| Founders Capital Management | 1,400 | $83.2K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,386 | $82.4K | 0.02% | +113+8.9% | Added |
| First Horizon Advisors, Inc. | 1,350 | $80.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,331 | $79.1K | 0.01% | +323+32.0% | Added |
| Silvant Capital Management LLC | 1,292 | $77.6K | 0.00% | 00.0% | Unchanged |