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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.

Q4 2023 vs. Q3 2023

How the institutions holding Iron Mountain Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of IRM: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders83112891+72
Shares229.7M874.4K233.7M+4.86M (+2.1%)
Value$13.7B$52.0M$16.4B+$2.74B (+20.1%)

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (136)

Institutions that held Iron Mountain Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 136 by value.

Institutions new to IRM in Q4 2023
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.639,050$44.7M0.14%
Alyeska Investment Group, L.P.145,603$10.2M0.07%
Polar Asset Management Partners Inc.140,600$9.84M0.27%
Foresight Capital Management Advisors, Inc.93,685$6.56M6.72%
Susquehanna Portfolio Strategies, LLC91,297$6.39M0.11%
Empowered Funds, LLC64,340$4.50M0.11%
Nomura Holdings Inc51,817$3.63M0.03%
RPg Family Wealth Advisory, LLC46,298$3.27M1.21%
Degroof Petercam Asset Management44,553$3.12M0.04%
Y-Intercept (Hong Kong) Ltd40,911$2.86M0.27%
Pathstone Holdings, LLC36,793$2.58M0.01%
Sage Capital Management, LLC31,554$2.21M1.32%
Promethos Capital, LLC22,962$1.61M1.16%
Entropy Technologies, LP22,449$1.57M0.29%
HighPoint Advisor Group LLC18,294$1.43M0.10%
Highline Wealth Partners LLC20,257$1.42M0.69%
DoubleLine ETF Adviser LP20,021$1.40M0.40%
Colony Group, LLC16,633$1.16M0.02%
USA Financial Portformulas Corp14,191$993.1K0.17%
Maverick Capital LtdSuperinvestorMaverick Capital13,712$959.6K0.02%
Symphony Financial, Ltd. Co.14,011$943.2K0.20%
Creekmur Asset Management LLC13,100$916.8K0.29%
FCG Investment Co11,609$812.4K0.80%
Guardian Asset Advisors, LLC11,555$808.6K0.76%
Principal Securities, Inc.11,208$784.3K0.03%
Diversified Trust Co11,203$784.0K0.03%
Grayhawk Investment Strategies Inc.10,706$749.2K0.39%
Cerity Partners LLC10,523$737.4K0.00%
Crescent Grove Advisors, LLC10,535$737.2K0.08%
Sequoia Financial Advisors, LLC10,241$716.8K0.01%
Aquila Investment Management LLC10,000$699.8K0.61%
Cipher Capital LP9,441$660.7K0.21%
GTS Securities LLC9,375$656.1K0.01%
Delta Investment Management, LLC8,719$610.2K0.15%
Quantbot Technologies LP8,560$599.0K0.03%
Congress Wealth Management LLC7,278$509.4K0.01%
Investment Management Corp of Ontario6,791$475.2K0.01%
FJ Investments, LLC6,692$468.3K0.02%
First Dallas Securities Inc.6,625$464.0K0.24%
Fiduciary Family Office, LLC6,303$441.1K0.19%
Zimmermann Investment Management & Planning LLC6,000$419.9K0.17%
Stevens Capital Management LP5,903$413.0K0.10%
Veriti Management LLC5,758$402.9K0.04%
Valued Retirements, Inc.5,198$363.8K0.63%
Keybank National Association5,051$353.5K0.00%
NorthStar Asset Management LLC5,024$351.6K0.32%
First Citizens Bank & Trust Co4,832$338.1K0.01%
Quantinno Capital Management LP4,766$334.0K0.01%
Concurrent Investment Advisors, LLC4,691$328.2K0.02%
Norris Financial Group, LLC4,136$289.4K0.18%
NEOS Investment Management LLC4,124$288.6K0.03%
Cetera Trust Company, N.A4,050$283.4K0.18%
Consolidated Planning Corp4,001$280.0K0.05%
Sachetta, LLC3,993$279.5K0.13%
Fisher Asset Management, LLC3,867$270.7K0.00%
Ledgewood Wealth Advisors, LLC3,806$266.3K0.25%
Inspire Trust Co, N.A.3,794$265.5K0.27%
Walker Asset Management, LLC3,754$262.7K0.19%
Lebenthal Global Advisors, LLC3,538$247.6K0.06%
Robinson Smith Wealth Advisors LLC3,500$244.9K0.24%
Buckingham Capital Management, Inc.3,483$243.7K0.03%
CAPROCK Group, Inc.3,449$243.6K0.02%
Ballentine Partners, LLC3,446$241.2K0.00%
Power Corp of Canada3,416$239.1K0.02%
International Assets Investment Management, LLC3,388$237.1K0.03%
Advisor Resource Council3,305$231.3K0.03%
Community Bank & Trust, Waco, Texas3,300$231.0K0.06%
Jacobi Capital Management LLC3,288$230.1K0.02%
Keystone Wealth Services, LLC3,258$228.0K0.08%
Cypress Capital Group3,200$223.9K0.03%
Apriem Advisors3,200$223.9K0.03%
Kovitz Investment Group Partners, LLC3,191$223.3K0.00%
Sovereign Financial Group, Inc.3,141$219.8K0.07%
Relyea Zuckerberg Hanson LLC3,121$218.4K0.04%
Wiley Bros.-Aintree Capital, LLC3,110$217.4K0.05%
Cresset Asset Management, LLC3,106$217.4K0.00%
Cigna Investments Inc3,095$217.0K0.04%
Boston Financial Mangement LLC3,100$216.9K0.01%
XML Financial, LLC3,068$214.7K0.02%
Landscape Capital Management, L.L.C.3,044$213.0K0.02%
Pine Valley Investments Ltd Liability Co3,025$211.7K0.02%
Miracle Mile Advisors, LLC3,006$210.4K0.01%
Change Path, LLC3,004$210.0K0.01%
Channel Wealth LLC3,000$209.9K0.10%
Mission Creek Capital Partners, Inc.2,972$208.0K0.05%
IMA Wealth, Inc.2,954$206.7K0.10%
Douglas Lane & Associates, LLC2,944$206.0K0.00%
Capital City Trust Co2,940$205.7K0.06%
Daymark Wealth Partners, LLC2,883$201.8K0.01%
Clarius Group, LLC2,864$200.4K0.02%
MeadowBrook Investment Advisors LLC2,285$159.9K0.15%
Point72 Europe (London) LLP2,280$159.6K0.02%
Naples Money Management LLC2,272$159.0K0.15%
ICA Group Wealth Management, LLC2,189$153.2K0.03%
Edmond de Rothschild Holding S.A.1,773$124.1K0.00%
Plato Investment Management Ltd1,661$116.2K0.14%
Security National Bank1,619$113.3K0.03%
GAMMA Investing LLC1,559$105.3K0.03%
Fortitude Family Office, LLC1,473$103.1K0.08%
Kapitalo Investimentos Ltda1,383$96.8K0.02%

Sold out (64)

Institutions that held Iron Mountain Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of IRM in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
ExodusPoint Capital Management, LP277,132$16.5M
Marshall Wace, LLP97,787$5.81M
Point72 Middle East FZE71,963$4.28M
Susquehanna Fundamental Investments, LLC62,814$3.73M
Connectus Wealth, LLC51,923$3.09M
L & S Advisors Inc38,537$2.29M
WESPAC Advisors, LLC36,993$2.20M
Walleye Capital LLC31,741$1.89M
Cubist Systematic Strategies, LLC29,791$1.77M
Jefferies Financial Group Inc.26,220$1.56M
STRS Ohio20,589$1.22M
Globeflex Capital L P19,285$1.15M
American Assets Capital Advisers, LLC18,300$1.09M
Machina Capital S.A.S.17,855$1.06M
Qube Research & Technologies Ltd16,899$1.00M
Boothbay Fund Management, LLC16,828$1.00M
C2C Wealth Management, LLC12,973$755.8K
Wolverine Trading, LLC12,649$752.0K
XTX Topco Ltd10,529$625.9K
Oak Thistle LLC9,462$562.5K
Aigen Investment Management, LP8,744$519.8K
Dai-Ichi Life Insurance Company, Ltd8,573$509.7K
Inceptionr LLC8,209$488.0K
Thompson Davis & Co., Inc.8,000$475.6K
Banque Cantonale Vaudoise7,747$461.0K
DRW Securities, LLC6,776$403.0K
Kayne Anderson Capital Advisors LP6,400$380.5K
Engineers Gate Manager LP6,151$365.7K
Two Sigma Securities, LLC6,111$363.3K
Quadrature Capital Ltd5,724$340.1K
HGI Capital Management, LLC5,504$327.2K
Independent Solutions Wealth Management, LLC5,313$315.9K
Sherbrooke Park Advisers LLC5,180$308.0K
Centiva Capital, LP5,076$301.8K
Aureus Asset Management, LLC4,965$295.2K
Banco BTG Pactual S.A.4,193$249.3K
Vestmark Advisory Solutions, Inc.4,183$248.7K
Fund Management at Engine No. 1 LLC4,171$248.0K
Murphy, Middleton, Hinkle & Parker, Inc.4,000$237.8K
Somerset Trust Co3,938$234.1K
Ameritas Advisory Services, LLC3,868$230.3K
Seelaus Asset Management LLC3,700$220.0K
MQS Management LLC3,400$202.1K
Healthcare of Ontario Pension Plan Trust Fund3,000$178.3K
Parallax Volatility Advisers, L.P.2,366$140.7K
Quintet Private Bank (Europe) S.A.999$59.4K
Newbridge Financial Services Group, Inc.659$39.2K
Stonebridge Capital Advisors LLC363$21.6K
Capital Analysts, LLC318$19.0K
WR Wealth Planners, LLC300$17.8K
Anchor Investment Management, LLC135$8.03K
Earnest Partners LLC133$7.91K
SkyView Investment Advisors, LLC45$3.00K
DecisionPoint Financial, LLC41$2.44K
Macroview Investment Management LLC33$1.96K
NewSquare Capital LLC24$1.43K
Northwest Investment Counselors, LLC21$1.26K
Stone House Investment Management, LLC20$1.19K
JJJ Advisors Inc.19$1.13K
Baker Avenue Asset Management, LP17$1.01K
Cornerstone Planning Group LLC15$892
Crewe Advisors LLC7$417
Carmel Capital Partners, LLC4$238
Perkins Coie Trust Co4$237

Not filed for Q4 2023 yet (12)

Institutions that held Iron Mountain Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IRM in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.646,426$38.4M
Hall Private Wealth Advisors137,107$8.15M
Pathstone Family Office, LLC23,200$1.39M
Colony Group LLC16,934$1.01M
Advisor Partners II, LLC16,077$955.8K
Focus Financial Network, Inc.13,082$786.1K
Mastrapasqua Asset Management Inc4,908$291.8K
Comerica Securities,inc.4,514$271.3K
Tradewinds, LLC.4,415$262.5K
BTC Capital Management, Inc.4,255$253.0K
Sutton Wealth Advisors Inc.3,336$198.3K
Sturgeon Ventures LLP185$11.0K