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 |
|---|---|---|---|---|---|
| Vestcor Inc | 71,197 | $4.98M | 0.17% | +424+0.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,684 | $5.02M | 0.06% | −400−0.6% | Reduced |
| American Trust Investment Advisors, LLC | 71,884 | $5.03M | 2.61% | +683+1.0% | Added |
| D. E. Shaw & Co., Inc. | 72,013 | $5.04M | 0.01% | −102,511−58.7% | Reduced |
| Swiss Life Asset Management Ltd | 72,214 | $5.06M | 0.06% | +16,786+30.3% | Added |
| Hourglass Capital, LLC | 74,420 | $5.21M | 1.68% | +600+0.8% | Added |
| Woodstock Corp | 75,334 | $5.27M | 0.61% | −1,030−1.3% | Reduced |
| Avantax Advisory Services, Inc. | 76,536 | $5.36M | 0.05% | −3,307−4.1% | Reduced |
| Thrivent Financial for Lutherans | 76,668 | $5.37M | 0.01% | −15,516−16.8% | Reduced |
| MetLife Investment Management | 76,733 | $5.37M | 0.04% | −1,374−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,851 | $5.38M | 0.07% | +3,456+4.7% | Added |
| Amalgamated Bank | 78,993 | $5.53M | 0.04% | −3,217−3.9% | Reduced |
| American International Group, Inc. | 79,577 | $5.57M | 0.02% | −234−0.3% | Reduced |
| State of Michigan Retirement System | 79,946 | $5.59M | 0.03% | −100−0.1% | Reduced |
| Arizona State Retirement System | 80,213 | $5.61M | 0.04% | +652+0.8% | Added |
| La Financiere de L'Echiquier | 80,519 | $5.63M | 0.26% | −5,085−5.9% | Reduced |
| Salem Investment Counselors Inc | 80,225 | $5.67M | 0.19% | −642−0.8% | Reduced |
| National Bank of Canada | 84,160 | $5.78M | 0.01% | +5,886+7.5% | Added |
| WealthTrust Axiom LLC | 82,860 | $5.80M | 1.94% | −24,096−22.5% | Reduced |
| Private Advisor Group, LLC | 83,330 | $5.83M | 0.05% | −1,429−1.7% | Reduced |
| USS Investment Management Ltd | 83,496 | $5.84M | 0.05% | −11,900−12.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 85,045 | $5.95M | 0.21% | +43,408+104.3% | Added |
| Sonora Investment Management Group, LLC | 85,429 | $5.98M | 0.49% | −195−0.2% | Reduced |
| Tectonic Advisors LLC | 86,401 | $6.05M | 0.51% | +4,138+5.0% | Added |
| Chicago Capital, LLC | 86,522 | $6.05M | 0.22% | −5,634−6.1% | Reduced |
| EWG Elevate Inc. | 86,907 | $6.08M | 2.52% | −24,467−22.0% | Reduced |
| AXA S.A. | 88,681 | $6.21M | 0.02% | +5,032+6.0% | Added |
| Korea Investment CORP | 89,759 | $6.28M | 0.02% | +728+0.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 91,297 | $6.39M | 0.11% | +91,297 | New |
| MML Investors Services, LLC | 91,639 | $6.41M | 0.03% | +5,381+6.2% | Added |
| M&T Bank Corp | 92,698 | $6.49M | 0.02% | −1,008−1.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 93,685 | $6.56M | 6.72% | +93,685 | New |
| Mercer Global Advisors Inc | 93,911 | $6.57M | 0.02% | +22,945+32.3% | Added |
| Burney Co | 94,125 | $6.59M | 0.28% | +36,795+64.2% | Added |
| Azimuth Capital Investment Management LLC | 95,335 | $6.67M | 0.30% | −8,325−8.0% | Reduced |
| Erste Asset Management GmbH | 94,500 | $6.67M | 0.10% | −27,400−22.5% | Reduced |
| First National Trust Co | 106,256 | $7.44M | 0.33% | −5,208−4.7% | Reduced |
| Susquehanna International Group, LLP | 106,746 | $7.47M | 0.01% | −73,390−40.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 107,238 | $7.50M | 0.01% | +22,280+26.2% | Added |
| Victory Capital Management Inc | 115,518 | $8.08M | 0.01% | −7,078−5.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 116,188 | $8.13M | 0.02% | −5,494−4.5% | Reduced |
| Mackenzie Financial Corp | 118,012 | $8.26M | 0.01% | +1,112+1.0% | Added |
| Vert Asset Management LLC | 118,295 | $8.28M | 3.57% | −417−0.4% | Reduced |
| Teacher Retirement System of Texas | 118,611 | $8.30M | 0.06% | −5,688−4.6% | Reduced |
| Toronto Dominion Bank | 119,637 | $8.37M | 0.01% | −22,542−15.9% | Reduced |
| Andra AP-fonden | 124,500 | $8.71M | 0.46% | +41,700+50.4% | Added |
| Public Employees Retirement System of Ohio | 126,068 | $8.82M | 0.04% | +4,792+4.0% | Added |
| Royal London Asset Management Ltd | 127,820 | $8.94M | 0.03% | −120.0% | Reduced |
| James Hambro & Partners | 128,620 | $9.00M | 0.48% | +520+0.4% | Added |
| Knights of Columbus Asset Advisors LLC | 129,125 | $9.04M | 0.58% | +2,155+1.7% | Added |
| Mutual Advisors, LLC | 129,897 | $9.09M | 0.32% | −8,208−5.9% | Reduced |
| Ar Asset Management Inc | 130,600 | $9.14M | 2.40% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 130,998 | $9.16M | 0.04% | +70,968+118.2% | Added |
| La Banque Postale Asset Management SA | 132,082 | $9.24M | 0.20% | +41,862+46.4% | Added |
| Treasurer of the State of North Carolina | 132,167 | $9.25M | 0.04% | +1,260+1.0% | Added |
| Snowden Capital Advisors LLC | 132,640 | $9.28M | 0.35% | +1,719+1.3% | Added |
| Cetera Advisor Networks LLC | 132,785 | $9.29M | 0.05% | −4,394−3.2% | Reduced |
| CIBC World Markets Corp | 134,454 | $9.41M | 0.05% | +118,346+734.7% | Added |
| Advisor Group Holdings, Inc. | 137,281 | $9.61M | 0.02% | −43,019−23.9% | Reduced |
| Nisa Investment Advisors, LLC | 140,016 | $9.80M | 0.07% | −12,853−8.4% | Reduced |
| Eagle Asset Management Inc | 140,544 | $9.84M | 0.05% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 140,600 | $9.84M | 0.27% | +140,600 | New |
| Voya Investment Management LLC | 142,472 | $9.97M | 0.01% | −5,044−3.4% | Reduced |
| Alyeska Investment Group, L.P. | 145,603 | $10.2M | 0.07% | +145,603 | New |
| Sargent Investment Group, LLC | 146,357 | $10.2M | 2.24% | −8,368−5.4% | Reduced |
| Shelton Capital Management | 154,670 | $10.8M | 0.34% | +42,501+37.9% | Added |
| State of New Jersey Common Pension Fund D | 156,870 | $11.0M | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 156,985 | $11.0M | 0.12% | +1,015+0.7% | Added |
| Citigroup Inc | 157,421 | $11.0M | 0.01% | −79,669−33.6% | Reduced |
| Janney Montgomery Scott LLC | 160,546 | $11.2M | 0.04% | −5,465−3.3% | Reduced |
| Lazard Asset Management LLC | 161,231 | $11.3M | 0.01% | −45,725−22.1% | Reduced |
| Handelsbanken Fonder AB | 162,087 | $11.3M | 0.06% | +48,170+42.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 163,108 | $11.4M | 0.04% | −942−0.6% | Reduced |
| Natixis Advisors, L.P. | 163,295 | $11.4M | 0.03% | +5,219+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 163,998 | $11.5M | 0.05% | +32,937+25.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 164,514 | $11.5M | 0.02% | −19,856−10.8% | Reduced |
| Storebrand Asset Management AS | 166,108 | $11.6M | 0.04% | −5,168−3.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 166,489 | $11.7M | 1.05% | −4,113−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 168,806 | $11.8M | 0.03% | −14,994−8.2% | Reduced |
| QRG Capital Management, Inc. | 169,339 | $11.9M | 0.18% | +22,620+15.4% | Added |
| State of Alaska, Department of Revenue | 169,390 | $11.9M | 0.14% | −3,936−2.3% | Reduced |
| Trust Co of Virginia | 170,407 | $11.9M | 1.20% | −1,915−1.1% | Reduced |
| Macquarie Group Ltd | 170,580 | $11.9M | 0.01% | +85,763+101.1% | Added |
| Guggenheim Capital LLC | 175,610 | $12.3M | 0.09% | −15,215−8.0% | Reduced |
| Intech Investment Management LLC | 177,836 | $12.4M | 0.18% | +23,076+14.9% | Added |
| Gilman Hill Asset Management, LLC | 178,184 | $12.5M | 2.34% | −13,126−6.9% | Reduced |
| Aew Capital Management L P | 180,990 | $12.7M | 0.46% | 00.0% | Unchanged |
| Churchill Management Corp | 185,443 | $13.0M | 0.20% | −6,315−3.3% | Reduced |
| State of Wisconsin Investment Board | 189,836 | $13.3M | 0.04% | +2,959+1.6% | Added |
| Ensign Peak Advisors, Inc | 189,961 | $13.3M | 0.03% | +41,468+27.9% | Added |
| Commonwealth Equity Services, LLC | 201,145 | $14.1M | 0.03% | +2,843+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 211,006 | $14.8M | 0.02% | −3,084−1.4% | Reduced |
| United Capital Financial Advisers, LLC | 219,926 | $15.4M | 0.13% | +15,670+7.7% | Added |
| Allianz Asset Management GmbH | 221,160 | $15.5M | 0.03% | +6,636+3.1% | Added |
| BNP Paribas Arbitrage, SA | 223,676 | $15.7M | 0.03% | +139,847+166.8% | Added |
| Balyasny Asset Management LLC | 225,377 | $15.8M | 0.04% | −101,247−31.0% | Reduced |
| Standard Life Aberdeen plc | 227,884 | $15.9M | 0.03% | +58,480+34.5% | Added |
| Manufacturers Life Insurance Company, The | 231,590 | $16.2M | 0.01% | +9,320+4.2% | Added |
| Swedbank AB | 233,751 | $16.4M | 0.03% | −7,951−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 235,618 | $16.5M | 0.14% | +107,099+83.3% | Added |