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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 14,191 | $993.1K | 0.17% | +14,191 | New |
| Reik & Co., LLC | 14,280 | $999.3K | 0.28% | −2,100−12.8% | Reduced |
| TD Private Client Wealth LLC | 14,374 | $1.01M | 0.04% | −45,547−76.0% | Reduced |
| Level Four Advisory Services, LLC | 14,496 | $1.01M | 0.06% | +1,135+8.5% | Added |
| Chesley Taft & Associates LLC | 14,500 | $1.01M | 0.06% | +600+4.3% | Added |
| Invst, LLC | 15,035 | $1.04M | 0.13% | −107−0.7% | Reduced |
| Metis Global Partners, LLC | 15,085 | $1.06M | 0.04% | −206−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,091 | $1.06M | 0.00% | +2,286+17.9% | Added |
| Tyler-Stone Wealth Management | 15,125 | $1.06M | 0.53% | +50+0.3% | Added |
| New Mexico Educational Retirement Board | 15,140 | $1.06M | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15,195 | $1.06M | 0.12% | −1,905−11.1% | Reduced |
| Beacon Financial Advisory LLC | 15,211 | $1.06M | 0.51% | +26+0.2% | Added |
| Walleye Trading LLC | 15,244 | $1.07M | 0.02% | +4,046+36.1% | Added |
| Cary Street Partner Investment Advisory LLC | 15,446 | $1.08M | 0.05% | +732+5.0% | Added |
| Royal Fund Management, LLC | 15,569 | $1.09M | 0.14% | −161−1.0% | Reduced |
| Childress Capital Advisors, LLC | 15,618 | $1.09M | 0.33% | −2,950−15.9% | Reduced |
| Roman Butler Fullerton & Co | 16,393 | $1.11M | 0.43% | −458−2.7% | Reduced |
| PGGM Investments | 15,894 | $1.11M | 0.02% | +1,438+9.9% | Added |
| Park Avenue Securities LLC | 15,956 | $1.12M | 0.02% | +1,677+11.7% | Added |
| RFG Advisory, LLC | 16,067 | $1.12M | 0.04% | −717−4.3% | Reduced |
| Sawtooth Solutions, LLC | 16,185 | $1.13M | 0.03% | +1,379+9.3% | Added |
| Bleakley Financial Group, LLC | 16,212 | $1.13M | 0.04% | +1,406+9.5% | Added |
| Hancock Whitney Corp | 16,376 | $1.15M | 0.04% | −104−0.6% | Reduced |
| Essex Financial Services, Inc. | 16,487 | $1.15M | 0.12% | +632+4.0% | Added |
| Colony Group, LLC | 16,633 | $1.16M | 0.02% | +16,633 | New |
| Community Bank of Raymore | 16,650 | $1.17M | 0.51% | +3,450+26.1% | Added |
| Coppell Advisory Solutions LLC | 16,883 | $1.18M | 0.24% | −526−3.0% | Reduced |
| King Luther Capital Management Corp | 17,264 | $1.21M | 0.01% | −1,737−9.1% | Reduced |
| InterOcean Capital Group, LLC | 17,526 | $1.23M | 0.03% | −129−0.7% | Reduced |
| Lockheed Martin Investment Management Co | 19,178 | $1.23M | 0.09% | −5,300−21.7% | Reduced |
| Louisiana State Employees Retirement System | 17,700 | $1.24M | 0.03% | −400−2.2% | Reduced |
| Fagan Associates, Inc. | 17,858 | $1.25M | 0.27% | −134−0.7% | Reduced |
| Genesee Capital Advisors, LLC | 17,947 | $1.26M | 0.77% | +9,814+120.7% | Added |
| Ignite Planners, LLC | 18,327 | $1.26M | 0.37% | −2,184−10.6% | Reduced |
| SeaBridge Investment Advisors LLC | 18,030 | $1.26M | 0.37% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 18,293 | $1.28M | 0.10% | −12,252−40.1% | Reduced |
| Securian Asset Management, Inc | 18,484 | $1.29M | 0.04% | −2,441−11.7% | Reduced |
| Naviter Wealth, LLC | 18,346 | $1.30M | 0.26% | +2,928+19.0% | Added |
| Centersquare Investment Management LLC | 19,249 | $1.35M | 0.02% | +114+0.6% | Added |
| Pathway Financial Advisers, LLC | 19,328 | $1.35M | 0.51% | −48−0.2% | Reduced |
| Trust Investment Advisors | 19,539 | $1.37M | 1.07% | −33−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,640 | $1.37M | 0.02% | +5,466+38.6% | Added |
| Hartford Investment Management Co | 19,664 | $1.38M | 0.05% | −1,595−7.5% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $1.38M | 0.14% | 00.0% | Unchanged |
| Lincoln National Corp | 19,991 | $1.40M | 0.02% | +98+0.5% | Added |
| Future Financial Wealth Managment LLC | 20,001 | $1.40M | 1.39% | −859−4.1% | Reduced |
| DoubleLine ETF Adviser LP | 20,021 | $1.40M | 0.40% | +20,021 | New |
| PFG Investments, LLC | 20,089 | $1.41M | 0.26% | +229+1.2% | Added |
| Highline Wealth Partners LLC | 20,257 | $1.42M | 0.69% | +20,257 | New |
| HighPoint Advisor Group LLC | 18,294 | $1.43M | 0.10% | +18,294 | New |
| Illinois Municipal Retirement Fund | 20,469 | $1.43M | 0.02% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 20,816 | $1.46M | 0.46% | −11,904−36.4% | Reduced |
| Metropolitan Life Insurance Co | 20,824 | $1.46M | 0.07% | −213−1.0% | Reduced |
| Waratah Capital Advisors Ltd. | 20,956 | $1.47M | 0.08% | −72,330−77.5% | Reduced |
| Nordea Investment Management AB | 20,928 | $1.47M | 0.00% | +778+3.9% | Added |
| Wambolt & Associates, LLC | 21,232 | $1.49M | 0.49% | −5,980−22.0% | Reduced |
| Fiduciary Trust Co | 21,254 | $1.49M | 0.02% | −252−1.2% | Reduced |
| TFG Advisers LLC | 21,411 | $1.50M | 0.63% | +1,863+9.5% | Added |
| Lee Danner & Bass Inc | 21,775 | $1.52M | 0.13% | +11,825+118.8% | Added |
| Green Alpha Advisors, LLC | 21,897 | $1.53M | 1.10% | −9,973−31.3% | Reduced |
| KCM Investment Advisors LLC | 21,910 | $1.53M | 0.06% | −3,953−15.3% | Reduced |
| Maryland State Retirement & Pension System | 22,108 | $1.55M | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 22,159 | $1.55M | 0.01% | +925+4.4% | Added |
| Commerce Bank | 22,247 | $1.56M | 0.01% | +450+2.1% | Added |
| Entropy Technologies, LP | 22,449 | $1.57M | 0.29% | +22,449 | New |
| Heritage Trust Co | 22,477 | $1.57M | 0.22% | +817+3.8% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.57M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 22,830 | $1.60M | 0.03% | +291+1.3% | Added |
| Boston Private Wealth LLC | 22,873 | $1.60M | 0.04% | −407−1.7% | Reduced |
| Promethos Capital, LLC | 22,962 | $1.61M | 1.16% | +22,962 | New |
| Advisory Services Network, LLC | 23,258 | $1.63M | 0.04% | −3,033−11.5% | Reduced |
| Ellsworth Advisors, LLC | 23,303 | $1.63M | 0.52% | +518+2.3% | Added |
| Kentucky Retirement Systems | 23,362 | $1.63M | 0.05% | −311−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 23,892 | $1.67M | 0.05% | −2,289−8.7% | Reduced |
| Gables Capital Management Inc. | 23,985 | $1.68M | 1.04% | −175−0.7% | Reduced |
| Apollon Wealth Management, LLC | 24,112 | $1.69M | 0.06% | +1,862+8.4% | Added |
| AQR Capital Management LLC | 24,210 | $1.69M | 0.00% | −5,014−17.2% | Reduced |
| Cascade Investment Group, Inc. | 24,295 | $1.70M | 1.37% | 00.0% | Unchanged |
| Norinchukin Bank, The | 24,324 | $1.70M | 0.04% | −1,646−6.3% | Reduced |
| Corrado Advisors, LLC | 24,975 | $1.75M | 1.43% | −4,604−15.6% | Reduced |
| Ancora Advisors, LLC | 25,045 | $1.75M | 0.04% | −503−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,059 | $1.75M | 0.02% | −1,110−4.2% | Reduced |
| Richard P Slaughter Associates Inc | 25,278 | $1.77M | 0.44% | −1,504−5.6% | Reduced |
| GWM Advisors LLC | 25,825 | $1.77M | 0.02% | −49−0.2% | Reduced |
| Delphi Management Inc | 25,412 | $1.78M | 1.63% | +1,282+5.3% | Added |
| Elo Mutual Pension Insurance Co | 25,481 | $1.78M | 0.05% | +1,048+4.3% | Added |
| Pensionfund Sabic | 25,500 | $1.78M | 0.56% | 00.0% | Unchanged |
| Spirit of America Management Corp | 25,900 | $1.81M | 0.40% | +2,400+10.2% | Added |
| Oppenheimer Asset Management Inc. | 25,923 | $1.81M | 0.03% | +17,608+211.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 26,023 | $1.82M | 0.04% | +7,144+37.8% | Added |
| US Bancorp | 26,287 | $1.84M | 0.00% | −1,116−4.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,450 | $1.85M | 0.04% | −908−3.3% | Reduced |
| Stock Yards Bank & Trust Co | 26,575 | $1.86M | 0.07% | −3,295−11.0% | Reduced |
| Sippican Capital Advisors | 26,687 | $1.87M | 1.46% | −90−0.3% | Reduced |
| Fifth Third Bancorp | 26,859 | $1.88M | 0.01% | −16,973−38.7% | Reduced |
| Ostrum Asset Management | 27,524 | $1.93M | 0.17% | +3,237+13.3% | Added |
| Cubic Asset Management, LLC | 27,525 | $1.93M | 0.49% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 27,614 | $1.93M | 1.28% | −1,756−6.0% | Reduced |
| Capital Investment Advisors, LLC | 27,773 | $1.94M | 0.05% | +590+2.2% | Added |
| Cetera Investment Advisers | 28,415 | $1.99M | 0.02% | −46,491−62.1% | Reduced |