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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 241,324 | $16.9M | 0.07% | −1,638−0.7% | Reduced |
| Crossmark Global Holdings, Inc. | 247,977 | $17.4M | 0.36% | −10,001−3.9% | Reduced |
| First Trust Advisors LP | 248,988 | $17.4M | 0.02% | +26,378+11.8% | Added |
| Dana Investment Advisors, Inc. | 254,422 | $17.8M | 0.86% | −37,897−13.0% | Reduced |
| State of Tennessee, Treasury Department | 259,209 | $18.1M | 0.07% | −103,328−28.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 283,652 | $19.8M | 0.04% | −6,500−2.2% | Reduced |
| United Bank | 287,969 | $20.2M | 2.53% | −7,293−2.5% | Reduced |
| Brookstone Capital Management | 291,622 | $20.4M | 0.40% | −22,769−7.2% | Reduced |
| TD Asset Management Inc | 292,271 | $20.5M | 0.02% | +4,361+1.5% | Added |
| New York State Common Retirement Fund | 292,853 | $20.5M | 0.03% | −23,787−7.5% | Reduced |
| New York State Teachers Retirement System | 296,584 | $20.8M | 0.05% | −19,511−6.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 308,276 | $21.6M | 0.08% | +54,245+21.4% | Added |
| CI Private Wealth, LLC | 309,039 | $21.6M | 0.04% | −8,349−2.6% | Reduced |
| State Board of Administration of Florida Retirement System | 314,006 | $22.0M | 0.05% | +670.0% | Added |
| Adell Harriman & Carpenter Inc | 324,998 | $22.7M | 2.10% | −633−0.2% | Reduced |
| Aviva PLC | 334,156 | $23.4M | 0.08% | +18,869+6.0% | Added |
| Principal Financial Group Inc | 337,253 | $23.6M | 0.02% | −16,411−4.6% | Reduced |
| Blair William & Co | 339,085 | $23.7M | 0.08% | −14,742−4.2% | Reduced |
| Raymond James & Associates | 340,680 | $23.8M | 0.02% | −19,079−5.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 347,566 | $24.3M | 0.05% | +2,222+0.6% | Added |
| Brookfield Asset Management Inc. | 352,803 | $24.7M | 0.14% | −223,006−38.7% | Reduced |
| Great West Life Assurance Co | 360,418 | $25.1M | 0.06% | +45,860+14.6% | Added |
| Envestnet Asset Management Inc | 379,483 | $26.6M | 0.01% | −188,761−33.2% | Reduced |
| Pacer Advisors, Inc. | 380,026 | $26.6M | 0.08% | −27,651−6.8% | Reduced |
| Cookson Peirce & Co Inc | 398,837 | $27.9M | 1.69% | −6,366−1.6% | Reduced |
| Alliancebernstein L.P. | 407,289 | $28.5M | 0.01% | +42,479+11.6% | Added |
| Nomura Asset Management Co Ltd | 412,871 | $28.9M | 0.12% | +7,210+1.8% | Added |
| National Pension Service | 413,929 | $29.0M | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 419,721 | $29.4M | 0.03% | +59,135+16.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 462,652 | $30.6M | 0.05% | +27,551+6.3% | Added |
| Marble Harbor Investment Counsel, LLC | 453,467 | $31.7M | 3.90% | −7,935−1.7% | Reduced |
| California State Teachers Retirement System | 461,203 | $32.3M | 0.04% | +5,754+1.3% | Added |
| Stifel Financial Corp | 477,613 | $33.4M | 0.04% | −5,906−1.2% | Reduced |
| Price T Rowe Associates Inc | 482,222 | $33.7M | 0.00% | +7,779+1.6% | Added |
| Royal Bank of Canada | 505,084 | $35.3M | 0.01% | +191,676+61.2% | Added |
| LPL Financial LLC | 518,435 | $36.3M | 0.02% | +44,831+9.5% | Added |
| Credit Suisse AG | 533,577 | $37.3M | 0.04% | −2,267−0.4% | Reduced |
| California Public Employees Retirement System | 554,841 | $38.8M | 0.03% | −23,717−4.1% | Reduced |
| Border to Coast Pensions Partnership Ltd | 561,040 | $39.3M | 0.96% | −20,000−3.4% | Reduced |
| Asset Management One Co.,Ltd. | 589,698 | $41.6M | 0.17% | +22,424+4.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 595,058 | $41.6M | 0.12% | −148,852−20.0% | Reduced |
| Bank of Montreal | 608,218 | $43.0M | 0.02% | +61,509+11.3% | Added |
| Voloridge Investment Management, LLC | 621,230 | $43.5M | 0.17% | +261,306+72.6% | Added |
| Rhumbline Advisers | 637,073 | $44.6M | 0.05% | −9,986−1.5% | Reduced |
| Neuberger Berman Group LLC | 638,028 | $44.6M | 0.04% | −72,857−10.2% | Reduced |
| Point72 Asset Management, L.P. | 639,050 | $44.7M | 0.14% | +639,050 | New |
| Heitman Real Estate Securities LLC | 642,471 | $45.0M | 2.42% | −226,348−26.1% | Reduced |
| Wells Fargo & Company | 654,922 | $45.8M | 0.01% | +14,442+2.3% | Added |
| American Century Companies Inc | 729,084 | $51.0M | 0.04% | −329,193−31.1% | Reduced |
| Welch & Forbes LLC | 731,578 | $51.2M | 0.77% | −6,116−0.8% | Reduced |
| Barclays PLC | 772,320 | $54.0M | 0.03% | +207,832+36.8% | Added |
| Rockefeller Capital Management L.P. | 781,851 | $54.7M | 0.18% | −53,706−6.4% | Reduced |
| Nuveen Asset Management, LLC | 790,331 | $55.4M | 0.02% | −42,606−5.1% | Reduced |
| UBS Group AG | 824,245 | $57.7M | 0.02% | −68,203−7.6% | Reduced |
| Captrust Financial Advisors | 825,069 | $57.7M | 0.20% | +57,392+7.5% | Added |
| SEI Investments Co | 875,092 | $61.2M | 0.10% | +643,760+278.3% | Added |
| Swiss National Bank | 912,561 | $63.9M | 0.05% | −25,500−2.7% | Reduced |
| Goldman Sachs Group Inc | 940,090 | $65.8M | 0.01% | +59,381+6.7% | Added |
| Canada Pension Plan Investment Board | 946,990 | $66.3M | 0.08% | +87,500+10.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 963,359 | $67.4M | 0.05% | +12,656+1.3% | Added |
| Agf Management Ltd | 990,998 | $69.4M | 0.41% | −11,633−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,078,601 | $75.5M | 0.16% | −22,278−2.0% | Reduced |
| Bank of America Corp | 1,147,798 | $80.3M | 0.01% | +201,027+21.2% | Added |
| DekaBank Deutsche Girozentrale | 1,142,117 | $80.9M | 0.17% | +36,518+3.3% | Added |
| Ameriprise Financial Inc | 1,595,666 | $112.3M | 0.03% | −132,147−7.6% | Reduced |
| UBS Asset Management Americas Inc | 1,631,123 | $114.1M | 0.04% | +116,003+7.7% | Added |
| Epoch Investment Partners, Inc. | 1,976,823 | $138.3M | 0.63% | −380,945−16.2% | Reduced |
| Citadel Advisors LLC | 1,982,852 | $138.8M | 0.14% | +167,956+9.3% | Added |
| Russell Investments Group, Ltd. | 2,081,786 | $145.9M | 0.26% | +772,988+59.1% | Added |
| JPMorgan Chase & Co | 2,095,253 | $146.6M | 0.01% | +509,833+32.2% | Added |
| Legal & General Group Plc | 2,152,934 | $150.7M | 0.05% | −47,669−2.2% | Reduced |
| Prudential Financial Inc | 2,229,535 | $155.7M | 0.24% | +986,016+79.3% | Added |
| Bank of New York Mellon Corp | 2,235,636 | $156.4M | 0.03% | −74,574−3.2% | Reduced |
| Amundi | 2,440,530 | $163.9M | 0.07% | −212,117−8.0% | Reduced |
| Wellington Management Group LLP | 2,928,630 | $204.9M | 0.04% | −83,630−2.8% | Reduced |
| Northern Trust Corp | 3,130,305 | $219.1M | 0.04% | −783,523−20.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,157,681 | $221.0M | 0.06% | +81,741+2.7% | Added |
| Norges Bank | 3,263,663 | $228.4M | 0.04% | +588,849+22.0% | Added |
| Pictet Asset Management Holding SA | 3,385,796 | $236.9M | 0.26% | −5,152−0.2% | Reduced |
| Invesco Ltd. | 3,420,229 | $239.3M | 0.06% | +176,794+5.5% | Added |
| FMR LLC | 3,522,885 | $246.5M | 0.02% | +142,345+4.2% | Added |
| Morgan Stanley | 3,685,807 | $257.9M | 0.02% | −536,322−12.7% | Reduced |
| Daiwa Securities Group Inc. | 4,086,316 | $286.0M | 1.78% | +1,546,592+60.9% | Added |
| Capital World Investors | 4,117,079 | $288.1M | 0.05% | −14,718,745−78.1% | Reduced |
| Dimensional Fund Advisors LP | 4,288,399 | $300.1M | 0.09% | −15,517−0.4% | Reduced |
| Deutsche Bank AG | 4,679,209 | $327.5M | 0.17% | +107,664+2.4% | Added |
| Geode Capital Management, LLC | 7,064,776 | $493.2M | 0.05% | −473,252−6.3% | Reduced |
| State Street Corp | 13,792,936 | $973.9M | 0.05% | +599,533+4.5% | Added |
| Cohen & Steers, Inc. | 22,475,614 | $1.57B | 3.18% | +15,035,937+202.1% | Added |
| BlackRock Inc. | 23,272,793 | $1.63B | 0.04% | +1,134,334+5.1% | Added |
| Vanguard Group Inc | 46,275,110 | $3.24B | 0.07% | −337,656−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −277,132−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −97,787−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −71,963−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −62,814−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −51,923−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −38,537−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −36,993−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −31,741−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,791−100.0% | Sold out |