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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 100 | $5.95K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 94 | $5.59K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $4.93K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $4.21K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 60 | $4.00K | 0.00% | +60 | New |
| Quarry LP | 67 | $3.98K | 0.00% | −12−15.2% | Reduced |
| Rise Advisors, LLC | 52 | $3.08K | 0.00% | +1+2.0% | Added |
| SkyView Investment Advisors, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 41 | $2.44K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 39 | $2.32K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 36 | $2.14K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 33 | $1.96K | 0.00% | +33 | New |
| Hollencrest Capital Management | 29 | $1.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $1.49K | 0.00% | −25−50.0% | Reduced |
| NewSquare Capital LLC | 24 | $1.43K | 0.00% | +24 | New |
| Northwest Investment Counselors, LLC | 21 | $1.26K | 0.00% | +21 | New |
| Stone House Investment Management, LLC | 20 | $1.19K | 0.00% | +20 | New |
| JJJ Advisors Inc. | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $892 | 0.00% | +15 | New |
| Crewe Advisors LLC | 7 | $417 | 0.00% | +2+40.0% | Added |
| Wolff Wiese Magana LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $297 | 0.00% | +5 | New |
| Carmel Capital Partners, LLC | 4 | $238 | 0.00% | +4 | New |
| Perkins Coie Trust Co | 4 | $237 | 0.00% | +4 | New |
| Bokf, NA | 3 | $177 | 0.00% | −80−96.4% | Reduced |
| Key Financial Inc | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −3,456−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −214,329−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −104,600−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −69,610−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −61,174−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −59,915−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −56,200−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −45,673−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −20,956−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,924−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −19,258−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −16,901−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −14,720−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,131−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,443−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,838−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −16,093−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −9,644−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −9,225−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −8,457−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −7,930−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −7,478−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −5,111−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,996−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −4,928−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,597−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −4,468−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,441−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −3,910−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,736−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,963−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −1,959−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −13,539−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| PFS Investments Inc. | – | – | – | – | Not filed |
| Nia Impact Advisors, LLC | – | – | – | – | Not filed |