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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 1,285 | $76.4K | 0.06% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,240 | $73.7K | 0.02% | +240+24.0% | Added |
| Larson Financial Group LLC | 1,236 | $73.5K | 0.01% | +1,207+4,162.1% | Added |
| Peoples Bank | 1,235 | $73.4K | 0.06% | +1,235 | New |
| GPS Wealth Strategies Group, LLC | 1,124 | $66.8K | 0.01% | +6+0.5% | Added |
| Avion Wealth | 1,088 | $64.0K | 0.02% | −181−14.3% | Reduced |
| Sawyer & Company, Inc | 1,075 | $64.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,035 | $62.2K | 0.03% | +14+1.4% | Added |
| Carolinas Wealth Consulting LLC | 1,050 | $62.0K | 0.02% | +22+2.1% | Added |
| Sittner & Nelson, LLC | 1,026 | $61.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,000 | $59.5K | 0.00% | −221−18.1% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $59.5K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 999 | $59.4K | 0.00% | +7+0.7% | Added |
| North Star Investment Management Corp. | 970 | $57.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 964 | $57.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 919 | $54.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 904 | $53.7K | 0.00% | −520−36.5% | Reduced |
| Private Ocean, LLC | 900 | $53.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 833 | $49.5K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 825 | $49.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 805 | $47.8K | 0.02% | +1+0.1% | Added |
| Thompson Investment Management, Inc. | 800 | $47.6K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 784 | $47.0K | 0.02% | +18+2.3% | Added |
| Beacon Capital Management, LLC | 821 | $46.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 783 | $46.6K | 0.00% | +16+2.1% | Added |
| GHP Investment Advisors, Inc. | 751 | $45.3K | 0.00% | +6+0.8% | Added |
| Focused Wealth Management, Inc | 758 | $45.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 735 | $43.7K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 712 | $42.3K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 693 | $41.2K | 0.01% | +7+1.0% | Added |
| Valley National Advisers Inc | 690 | $41.0K | 0.01% | +40+6.2% | Added |
| Newbridge Financial Services Group, Inc. | 659 | $39.2K | 0.02% | +4+0.6% | Added |
| Tucker Asset Management LLC | 655 | $38.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 645 | $38.0K | 0.00% | +329+104.1% | Added |
| TFC Financial Management | 630 | $37.5K | 0.01% | +630 | New |
| West Tower Group, LLC | 627 | $37.3K | 0.02% | −458−42.2% | Reduced |
| Lindbrook Capital, LLC | 607 | $36.1K | 0.00% | +42+7.4% | Added |
| Muzinich & Co., Inc. | 587 | $34.9K | 0.03% | +587 | New |
| Bank of New Hampshire | 575 | $34.2K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 568 | $33.7K | 0.02% | +6+1.1% | Added |
| Webster Bank, N. A. | 557 | $33.1K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 525 | $31.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 516 | $30.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 500 | $29.7K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $28.0K | 0.01% | +475 | New |
| Baystate Wealth Management LLC | 464 | $27.6K | 0.00% | +5+1.1% | Added |
| Trust Co of Vermont | 450 | $26.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 443 | $26.0K | 0.00% | +35+8.6% | Added |
| Johnson Financial Group, Inc. | 430 | $25.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 425 | $25.3K | 0.00% | +419+6,983.3% | Added |
| PFS Partners, LLC | 419 | $24.9K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 417 | $24.8K | 0.00% | +200+92.2% | Added |
| EverSource Wealth Advisors, LLC | 404 | $24.0K | 0.00% | +400+10,000.0% | Added |
| Canton Hathaway, LLC | 400 | $24.0K | 0.01% | +400 | New |
| AdvisorNet Financial, Inc | 400 | $23.8K | 0.00% | −274−40.7% | Reduced |
| Glassman Wealth Services | 393 | $23.4K | 0.00% | +74+23.2% | Added |
| First Community Trust NA | 385 | $22.9K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 363 | $21.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $21.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 329 | $19.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 318 | $19.0K | 0.00% | +2+0.6% | Added |
| Clear Street Markets LLC | 300 | $18.0K | 0.01% | −781−72.2% | Reduced |
| Sofos Investments, Inc. | 306 | $17.8K | 0.00% | +249+436.8% | Added |
| WR Wealth Planners, LLC | 300 | $17.8K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $17.5K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 293 | $17.4K | 0.00% | −952−76.5% | Reduced |
| First Personal Financial Services | 290 | $17.2K | 0.00% | −100−25.6% | Reduced |
| GW&K Investment Management, LLC | 279 | $17.0K | 0.00% | +2+0.7% | Added |
| Institutional & Family Asset Management, LLC | 273 | $16.3K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 269 | $16.0K | 0.00% | −832−75.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 261 | $15.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 246 | $15.0K | 0.01% | −5−2.0% | Reduced |
| Quent Capital, LLC | 240 | $14.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 229 | $13.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 220 | $13.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 205 | $12.2K | 0.00% | +10+5.1% | Added |
| Sturgeon Ventures LLP | 185 | $11.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $10.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 179 | $10.8K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 170 | $10.1K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 177 | $10.0K | 0.00% | +2+1.1% | Added |
| Provence Wealth Management Group | 159 | $9.47K | 0.01% | +159 | New |
| Kozak & Associates, Inc. | 162 | $9.39K | 0.00% | +4+2.5% | Added |
| Assetmark, Inc | 154 | $9.13K | 0.00% | +29+23.2% | Added |
| Sandy Spring Bank | 148 | $8.77K | 0.00% | +101+214.9% | Added |
| Carmichael Hill & Associates, Inc. | 143 | $8.50K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $8.38K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 135 | $8.03K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 138 | $8.00K | 0.00% | +1+0.7% | Added |
| Earnest Partners LLC | 133 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $7.13K | 0.00% | −6−4.8% | Reduced |
| Tradition Wealth Management, LLC | 122 | $7.00K | 0.00% | +1+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $6.72K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 113 | $6.72K | 0.00% | +113 | New |
| Colonial Trust Advisors | 112 | $6.66K | 0.00% | −3−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 120 | $6.00K | 0.00% | +24+25.0% | Added |
| McIlrath & Eck, LLC | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $5.95K | 0.00% | 00.0% | Unchanged |