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, Q4 2023
Institutional positions in Iron Mountain Inc as of Dec 31, 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
- 891
- +72 vs. Q3 2023
- Shares held
- 233.7M
- +4.86M (+2.1%) vs. Q3 2023
- Total value
- $16.4B
- +$2.74B (+20.1%) vs. Q3 2023
- New holders
- 136
- 277 more added
- Sold out
- 64
- 346 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| H&H Retirement Design & Management INC | 8,697 | $596.3K | 0.38% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,526 | $596.6K | 0.09% | +397+4.9% | Added |
| Quantbot Technologies LP | 8,560 | $599.0K | 0.03% | +8,560 | New |
| Raymond James Trust N.A. | 8,607 | $602.3K | 0.02% | −47−0.5% | Reduced |
| Equitable Holdings, Inc. | 8,624 | $603.5K | 0.01% | +2,130+32.8% | Added |
| Heartland Bank & Trust Co | 8,638 | $604.5K | 0.42% | +83+1.0% | Added |
| Everence Capital Management Inc | 8,670 | $607.0K | 0.04% | 00.0% | Unchanged |
| Madden Securities Corp | 8,675 | $607.1K | 0.32% | −50−0.6% | Reduced |
| Merit Financial Group, LLC | 8,678 | $607.3K | 0.02% | −709−7.6% | Reduced |
| Delta Investment Management, LLC | 8,719 | $610.2K | 0.15% | +8,719 | New |
| Proequities, Inc. | 8,640 | $610.2K | 0.04% | −1,432−14.2% | Reduced |
| Global Retirement Partners, LLC | 9,216 | $611.6K | 0.03% | +156+1.7% | Added |
| Herold Advisors, Inc. | 8,753 | $612.6K | 0.17% | +10.0% | Added |
| Brown Brothers Harriman & Co | 8,757 | $612.8K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,797 | $615.6K | 0.03% | −121−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 8,951 | $626.4K | 0.05% | +1,979+28.4% | Added |
| Outlook Wealth Advisors, LLC | 8,961 | $627.1K | 0.22% | −1,873−17.3% | Reduced |
| Atlantic Union Bankshares Corp | 9,094 | $636.4K | 0.06% | −700−7.1% | Reduced |
| IHT Wealth Management, LLC | 9,202 | $644.0K | 0.03% | +407+4.6% | Added |
| Verition Fund Management LLC | 9,240 | $646.6K | 0.01% | −8,082−46.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,243 | $646.8K | 0.02% | +31+0.3% | Added |
| Aspire Private Capital, LLC | 9,315 | $651.9K | 0.19% | +25+0.3% | Added |
| Colonial River Wealth Management, LLC | 9,356 | $654.7K | 0.39% | −125−1.3% | Reduced |
| GTS Securities LLC | 9,375 | $656.1K | 0.01% | +9,375 | New |
| Cipher Capital LP | 9,441 | $660.7K | 0.21% | +9,441 | New |
| Spire Wealth Management | 9,896 | $661.7K | 0.02% | +7,136+258.6% | Added |
| Founders Financial Alliance, LLC | 9,512 | $665.6K | 0.26% | −663−6.5% | Reduced |
| Armor Investment Advisors, LLC | 9,526 | $666.6K | 0.35% | −907−8.7% | Reduced |
| Beacon Investment Advisors LLC | 9,642 | $674.8K | 0.43% | +65+0.7% | Added |
| Bailard, Inc. | 9,651 | $675.4K | 0.02% | +520+5.7% | Added |
| NewEdge Wealth, LLC | 9,709 | $679.4K | 0.02% | −5,307−35.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,734 | $681.6K | 0.01% | +275+2.9% | Added |
| Mathes Company, Inc. | 9,950 | $696.0K | 0.29% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 9,980 | $698.0K | 0.04% | +360+3.7% | Added |
| Strategic Investment Advisors | 9,979 | $698.4K | 0.10% | −861−7.9% | Reduced |
| Archer Investment Corp | 10,000 | $699.8K | 0.23% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 10,000 | $699.8K | 0.61% | +10,000 | New |
| TCG Advisory Services, LLC | 10,029 | $701.8K | 0.05% | −88−0.9% | Reduced |
| Brown Advisory Inc | 10,094 | $706.4K | 0.00% | +224+2.3% | Added |
| Monument Capital Management | 10,119 | $708.1K | 0.23% | −440−4.2% | Reduced |
| Hodges Capital Management Inc. | 10,164 | $711.0K | 0.04% | −998−8.9% | Reduced |
| Sequoia Financial Advisors, LLC | 10,241 | $716.8K | 0.01% | +10,241 | New |
| Badgley Phelps Wealth Managers, LLC | 10,174 | $718.7K | 0.02% | −942−8.5% | Reduced |
| Integrated Wealth Concepts LLC | 10,296 | $720.5K | 0.01% | −1,233−10.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,402 | $727.9K | 0.05% | −167−1.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,452 | $731.0K | 0.02% | +1,250+13.6% | Added |
| Montag A & Associates Inc | 10,396 | $734.3K | 0.04% | +825+8.6% | Added |
| Crescent Grove Advisors, LLC | 10,535 | $737.2K | 0.08% | +10,535 | New |
| Cerity Partners LLC | 10,523 | $737.4K | 0.00% | +10,523 | New |
| Wellington Shields & Co., LLC | 10,643 | $744.8K | 0.27% | −390−3.5% | Reduced |
| Hunter Associates Investment Management LLC | 10,700 | $748.0K | 0.14% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 10,706 | $749.2K | 0.39% | +10,706 | New |
| Independent Financial Group, LLC | 10,772 | $753.8K | 0.04% | +7+0.1% | Added |
| Strait & Sound Wealth Management LLC | 11,584 | $756.9K | 0.47% | −753−6.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 10,855 | $759.6K | 0.67% | +56+0.5% | Added |
| Verus Capital Partners, LLC | 10,938 | $765.5K | 0.09% | +34+0.3% | Added |
| APG Asset Management N.V. | 12,144 | $769.3K | 0.00% | +1,839+17.8% | Added |
| Plimoth Trust Co LLC | 10,998 | $769.6K | 0.22% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11,186 | $782.8K | 0.03% | +225+2.1% | Added |
| Capital Investment Advisory Services, LLC | 11,196 | $783.5K | 0.07% | −4,179−27.2% | Reduced |
| Diversified Trust Co | 11,203 | $784.0K | 0.03% | +11,203 | New |
| Westwood Holdings Group Inc. | 11,200 | $784.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11,208 | $784.3K | 0.03% | +11,208 | New |
| Abbot Financial Management, Inc. | 11,250 | $787.3K | 0.47% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,293 | $790.3K | 0.16% | +568+5.3% | Added |
| Jaffetilchin Investment Partners, LLC | 11,310 | $791.5K | 0.08% | −903−7.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,438 | $800.4K | 0.01% | +3,662+47.1% | Added |
| Retirement Planning Co of New England, Inc. | 11,458 | $801.8K | 0.36% | +113+1.0% | Added |
| One Charles Private Wealth Services, LLC | 11,474 | $803.0K | 0.43% | +764+7.1% | Added |
| Pegasus Asset Management, Inc. | 11,495 | $804.4K | 0.34% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,522 | $806.3K | 0.01% | +4,208+57.5% | Added |
| WealthBridge Capital Management, LLC | 11,531 | $807.0K | 0.30% | +132+1.2% | Added |
| Guardian Asset Advisors, LLC | 11,555 | $808.6K | 0.76% | +11,555 | New |
| Measured Wealth Private Client Group, LLC | 11,608 | $812.3K | 0.30% | 00.0% | Unchanged |
| FCG Investment Co | 11,609 | $812.4K | 0.80% | +11,609 | New |
| Assenagon Asset Management S.A. | 11,615 | $812.8K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,953 | $836.5K | 0.03% | −3,600−23.1% | Reduced |
| Savant Capital, LLC | 11,991 | $839.1K | 0.01% | −350−2.8% | Reduced |
| Kinneret Advisory, LLC | 12,030 | $849.7K | 0.09% | −77−0.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 12,152 | $850.4K | 0.17% | +2,019+19.9% | Added |
| Eqis Capital Management, Inc. | 12,256 | $857.7K | 0.07% | −823−6.3% | Reduced |
| HM Payson & Co | 12,261 | $858.0K | 0.02% | 00.0% | Unchanged |
| Columbia Asset Management | 12,564 | $879.0K | 0.18% | −868−6.5% | Reduced |
| MAI Capital Management | 12,667 | $886.4K | 0.01% | +406+3.3% | Added |
| JustInvest LLC | 12,669 | $886.6K | 0.02% | −1,682−11.7% | Reduced |
| Csenge Advisory Group | 12,801 | $895.8K | 0.06% | +711+5.9% | Added |
| Beacon Pointe Advisors, LLC | 12,817 | $897.0K | 0.01% | −5,420−29.7% | Reduced |
| Foundations Investment Advisors, LLC | 13,001 | $900.7K | 0.02% | +3,124+31.6% | Added |
| Princeton Capital Management LLC | 13,084 | $915.6K | 0.37% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 13,100 | $916.8K | 0.29% | +13,100 | New |
| Moody Lynn & Lieberson, LLC | 13,450 | $941.2K | 0.07% | +45+0.3% | Added |
| Symphony Financial, Ltd. Co. | 14,011 | $943.2K | 0.20% | +14,011 | New |
| Contravisory Investment Management, Inc. | 13,540 | $947.5K | 0.23% | −52−0.4% | Reduced |
| Herbst Group, LLC | 13,600 | $951.7K | 0.61% | +1,400+11.5% | Added |
| Schroder Investment Management Group | 13,629 | $953.8K | 0.00% | −553−3.9% | Reduced |
| Widmann Financial Services, Inc. | 13,709 | $959.4K | 0.86% | −180−1.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,712 | $959.6K | 0.02% | +13,712 | New |
| EP Wealth Advisors, LLC | 13,874 | $970.9K | 0.01% | −1,556−10.1% | Reduced |
| Ingalls & Snyder LLC | 13,923 | $974.0K | 0.04% | −5,190−27.2% | Reduced |
| Adelante Capital Management LLC | 14,044 | $983.0K | 0.07% | +7,336+109.4% | Added |