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 |
|---|---|---|---|---|---|
| Terra Nova Asset Management LLC | 28,589 | $2.00M | 1.75% | +7,505+35.6% | Added |
| Madison Asset Management, LLC | 30,083 | $2.11M | 0.03% | −319−1.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,221 | $2.11M | 0.03% | +5,703+23.3% | Added |
| Dumont & Blake Investment Advisors LLC | 30,279 | $2.12M | 0.66% | −470−1.5% | Reduced |
| National Asset Management, Inc. | 30,107 | $2.13M | 0.06% | −681−2.2% | Reduced |
| Wolverine Asset Management LLC | 30,721 | $2.15M | 0.03% | −5,421−15.0% | Reduced |
| SG Americas Securities, LLC | 30,853 | $2.16M | 0.02% | −161,665−84.0% | Reduced |
| CoreCap Advisors, LLC | 30,991 | $2.17M | 0.14% | −1,256−3.9% | Reduced |
| Ziegler Capital Management, LLC | 31,429 | $2.19M | 0.10% | −1,012−3.1% | Reduced |
| Sage Capital Management, LLC | 31,554 | $2.21M | 1.32% | +31,554 | New |
| U.S. Capital Wealth Advisors, LLC | 31,887 | $2.23M | 0.09% | −193−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 32,025 | $2.24M | 0.01% | −1,142−3.4% | Reduced |
| British Columbia Investment Management Corp | 33,609 | $2.35M | 0.02% | +7,082+26.7% | Added |
| Ossiam | 33,685 | $2.36M | 0.04% | +719+2.2% | Added |
| Venture Visionary Partners LLC | 33,823 | $2.37M | 0.13% | −1,939−5.4% | Reduced |
| Warren Averett Asset Management, LLC | 34,181 | $2.39M | 0.09% | +664+2.0% | Added |
| Natixis | 34,192 | $2.39M | 0.02% | +12,145+55.1% | Added |
| Pacitti Group Inc. | 34,056 | $2.40M | 1.50% | +598+1.8% | Added |
| Public Sector Pension Investment Board | 34,944 | $2.45M | 0.02% | −24,330−41.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 35,257 | $2.47M | 0.23% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 35,903 | $2.51M | 0.94% | −395−1.1% | Reduced |
| Morse Asset Management, Inc | 36,190 | $2.53M | 0.75% | 00.0% | Unchanged |
| Bank of Nova Scotia | 36,275 | $2.54M | 0.00% | +16,049+79.3% | Added |
| Pathstone Holdings, LLC | 36,793 | $2.58M | 0.01% | +36,793 | New |
| Shell Asset Management Co | 37,734 | $2.64M | 0.12% | −9,812−20.6% | Reduced |
| Mutual of America Capital Management LLC | 39,072 | $2.73M | 0.03% | −1,765−4.3% | Reduced |
| Rafferty Asset Management, LLC | 39,168 | $2.74M | 0.01% | +6,561+20.1% | Added |
| Twelve Points Wealth Management LLC | 39,228 | $2.75M | 1.30% | +466+1.2% | Added |
| Jump Financial, LLC | 40,010 | $2.80M | 0.09% | +14,046+54.1% | Added |
| Disciplined Equity Management, Inc. | 40,055 | $2.80M | 1.92% | −550−1.4% | Reduced |
| Courier Capital LLC | 40,063 | $2.80M | 0.21% | −8,292−17.1% | Reduced |
| CIBC Asset Management Inc | 40,420 | $2.83M | 0.01% | −1,667−4.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,911 | $2.86M | 0.27% | +40,911 | New |
| Atria Wealth Solutions, Inc. | 40,843 | $2.88M | 0.04% | −7,589−15.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 42,154 | $2.95M | 0.01% | +15,678+59.2% | Added |
| Gotham Asset Management, LLC | 42,506 | $2.97M | 0.06% | −11,536−21.3% | Reduced |
| Achmea Investment Management B.V. | 42,812 | $3.00M | 0.06% | +11,952+38.7% | Added |
| Vectors Research Management, LLC | 17,457 | $3.01M | 0.85% | −35,852−67.3% | Reduced |
| Mariner, LLC | 43,122 | $3.02M | 0.01% | +7,860+22.3% | Added |
| Credit Agricole S A | 43,536 | $3.05M | 0.06% | +40,791+1,486.0% | Added |
| Holderness Investments Co | 43,801 | $3.07M | 0.84% | +10,890+33.1% | Added |
| Candriam Luxembourg S.C.A. | 43,919 | $3.07M | 0.02% | +21,855+99.1% | Added |
| Degroof Petercam Asset Management | 44,553 | $3.12M | 0.04% | +44,553 | New |
| RB Capital Management, LLC | 44,590 | $3.12M | 0.90% | +79+0.2% | Added |
| Janus Henderson Group PLC | 44,783 | $3.13M | 0.00% | +672+1.5% | Added |
| Ethic Inc. | 45,435 | $3.18M | 0.09% | +4,185+10.1% | Added |
| New York Life Investment Management LLC | 45,861 | $3.21M | 0.03% | −30,581−40.0% | Reduced |
| CIBC World Markets Inc. | 46,483 | $3.25M | 0.01% | −3,627−7.2% | Reduced |
| RPg Family Wealth Advisory, LLC | 46,298 | $3.27M | 1.21% | +46,298 | New |
| Tredje AP-fonden | 46,830 | $3.28M | 0.04% | −1,307−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 46,879 | $3.28M | 0.04% | +23,678+102.1% | Added |
| DnB Asset Management AS | 46,942 | $3.29M | 0.02% | −310−0.7% | Reduced |
| Catalyst Capital Advisors LLC | 47,450 | $3.32M | 0.09% | −4,050−7.9% | Reduced |
| Franklin Resources Inc | 48,096 | $3.36M | 0.00% | −26,976−35.9% | Reduced |
| Jane Street Group, LLC | 48,148 | $3.37M | 0.00% | −176,030−78.5% | Reduced |
| Independent Advisor Alliance | 48,322 | $3.38M | 0.12% | −428−0.9% | Reduced |
| D.A. Davidson & Co. | 48,989 | $3.43M | 0.03% | +335+0.7% | Added |
| The PNC Financial Services Group, Inc. | 48,996 | $3.43M | 0.00% | +748+1.6% | Added |
| ProShare Advisors LLC | 49,602 | $3.47M | 0.01% | −4,454−8.2% | Reduced |
| Yousif Capital Management, LLC | 49,953 | $3.50M | 0.04% | −1,870−3.6% | Reduced |
| AE Wealth Management LLC | 51,792 | $3.50M | 0.02% | −3,085−5.6% | Reduced |
| Utah Retirement Systems | 50,114 | $3.51M | 0.04% | +300+0.6% | Added |
| KBC Group NV | 50,121 | $3.51M | 0.01% | −3,454−6.4% | Reduced |
| Smithfield Trust Co | 50,147 | $3.51M | 0.20% | +47,025+1,506.2% | Added |
| Czech National Bank | 51,140 | $3.58M | 0.05% | +131+0.3% | Added |
| Railway Pension Investments Ltd | 51,300 | $3.59M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 51,595 | $3.61M | 0.00% | −1,241−2.3% | Reduced |
| Nomura Holdings Inc | 51,817 | $3.63M | 0.03% | +51,817 | New |
| Werlinich Asset Management, LLC | 51,690 | $3.63M | 2.75% | −817−1.6% | Reduced |
| Advisors Asset Management, Inc. | 52,647 | $3.68M | 0.08% | −12,455−19.1% | Reduced |
| Xponance, Inc. | 52,852 | $3.70M | 0.04% | −2,773−5.0% | Reduced |
| Baird Financial Group, Inc. | 52,857 | $3.70M | 0.01% | −42,057−44.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 54,839 | $3.84M | 0.02% | +307+0.6% | Added |
| Truist Financial Corp | 55,613 | $3.89M | 0.01% | −11,703−17.4% | Reduced |
| Siemens Fonds Invest GmbH | 55,726 | $3.90M | 0.32% | −14,091−20.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 55,472 | $3.92M | 0.29% | −173,836−75.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 55,987 | $3.92M | 0.22% | +8,236+17.2% | Added |
| Duff & Phelps Investment Management Co | 56,070 | $3.92M | 0.05% | +12,280+28.0% | Added |
| Edgestream Partners, L.P. | 56,322 | $3.94M | 0.28% | +49,586+736.1% | Added |
| Truvestments Capital LLC | 56,961 | $3.99M | 1.80% | −7,779−12.0% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $4.02M | 2.43% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 59,500 | $4.16M | 0.04% | −4,800−7.5% | Reduced |
| Creative Planning | 60,174 | $4.21M | 0.01% | +6,341+11.8% | Added |
| Texas Permanent School Fund | 60,211 | $4.21M | 0.04% | +857+1.4% | Added |
| IFM Investors Pty Ltd | 60,261 | $4.22M | 0.05% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 60,404 | $4.23M | 1.33% | +332+0.6% | Added |
| HRT Financial LP | 60,498 | $4.23M | 0.03% | −10,293−14.5% | Reduced |
| Cetera Advisors LLC | 60,588 | $4.24M | 0.06% | −7,713−11.3% | Reduced |
| Millennium Management LLC | 60,655 | $4.24M | 0.00% | −34,431−36.2% | Reduced |
| Peapack Gladstone Financial Corp | 61,998 | $4.34M | 0.07% | −2,205−3.4% | Reduced |
| Allworth Financial LP | 63,189 | $4.42M | 0.03% | +62,285+6,889.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,942 | $4.47M | 0.03% | +5,260+9.0% | Added |
| Empowered Funds, LLC | 64,340 | $4.50M | 0.11% | +64,340 | New |
| HighTower Advisors, LLC | 66,465 | $4.65M | 0.01% | −92,565−58.2% | Reduced |
| Nepsis, Inc. | 66,710 | $4.67M | 1.33% | −2,288−3.3% | Reduced |
| Oliver Luxxe Assets LLC | 67,233 | $4.70M | 1.11% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 68,881 | $4.82M | 0.04% | +2,881+4.4% | Added |
| Prudential PLC | 69,374 | $4.85M | 0.05% | +535+0.8% | Added |
| Moors & Cabot, Inc. | 69,734 | $4.88M | 0.30% | −2,144−3.0% | Reduced |
| Wealthfront Advisers LLC | 71,106 | $4.98M | 0.02% | +800+1.1% | Added |