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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 201,145 | $14.1M | 0.03% | +2,843+1.4% | Added |
| Ensign Peak Advisors, Inc | 189,961 | $13.3M | 0.03% | +41,468+27.9% | Added |
| State of Wisconsin Investment Board | 189,836 | $13.3M | 0.04% | +2,959+1.6% | Added |
| Churchill Management Corp | 185,443 | $13.0M | 0.20% | −6,315−3.3% | Reduced |
| Aew Capital Management L P | 180,990 | $12.7M | 0.46% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 178,184 | $12.5M | 2.34% | −13,126−6.9% | Reduced |
| Intech Investment Management LLC | 177,836 | $12.4M | 0.18% | +23,076+14.9% | Added |
| Guggenheim Capital LLC | 175,610 | $12.3M | 0.09% | −15,215−8.0% | Reduced |
| Macquarie Group Ltd | 170,580 | $11.9M | 0.01% | +85,763+101.1% | Added |
| Trust Co of Virginia | 170,407 | $11.9M | 1.20% | −1,915−1.1% | Reduced |
| State of Alaska, Department of Revenue | 169,390 | $11.9M | 0.14% | −3,936−2.3% | Reduced |
| QRG Capital Management, Inc. | 169,339 | $11.9M | 0.18% | +22,620+15.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 168,806 | $11.8M | 0.03% | −14,994−8.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 166,489 | $11.7M | 1.05% | −4,113−2.4% | Reduced |
| Storebrand Asset Management AS | 166,108 | $11.6M | 0.04% | −5,168−3.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 164,514 | $11.5M | 0.02% | −19,856−10.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 163,998 | $11.5M | 0.05% | +32,937+25.1% | Added |
| Natixis Advisors, L.P. | 163,295 | $11.4M | 0.03% | +5,219+3.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 163,108 | $11.4M | 0.04% | −942−0.6% | Reduced |
| Handelsbanken Fonder AB | 162,087 | $11.3M | 0.06% | +48,170+42.3% | Added |
| Lazard Asset Management LLC | 161,231 | $11.3M | 0.01% | −45,725−22.1% | Reduced |
| Janney Montgomery Scott LLC | 160,546 | $11.2M | 0.04% | −5,465−3.3% | Reduced |
| Citigroup Inc | 157,421 | $11.0M | 0.01% | −79,669−33.6% | Reduced |
| UniSuper Management Pty Ltd | 156,985 | $11.0M | 0.12% | +1,015+0.7% | Added |
| State of New Jersey Common Pension Fund D | 156,870 | $11.0M | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 154,670 | $10.8M | 0.34% | +42,501+37.9% | Added |
| Sargent Investment Group, LLC | 146,357 | $10.2M | 2.24% | −8,368−5.4% | Reduced |
| Alyeska Investment Group, L.P. | 145,603 | $10.2M | 0.07% | +145,603 | New |
| Voya Investment Management LLC | 142,472 | $9.97M | 0.01% | −5,044−3.4% | Reduced |
| Polar Asset Management Partners Inc. | 140,600 | $9.84M | 0.27% | +140,600 | New |
| Eagle Asset Management Inc | 140,544 | $9.84M | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 140,016 | $9.80M | 0.07% | −12,853−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 137,281 | $9.61M | 0.02% | −43,019−23.9% | Reduced |
| CIBC World Markets Corp | 134,454 | $9.41M | 0.05% | +118,346+734.7% | Added |
| Cetera Advisor Networks LLC | 132,785 | $9.29M | 0.05% | −4,394−3.2% | Reduced |
| Snowden Capital Advisors LLC | 132,640 | $9.28M | 0.35% | +1,719+1.3% | Added |
| Treasurer of the State of North Carolina | 132,167 | $9.25M | 0.04% | +1,260+1.0% | Added |
| La Banque Postale Asset Management SA | 132,082 | $9.24M | 0.20% | +41,862+46.4% | Added |
| Acadian Asset Management LLC | 130,998 | $9.16M | 0.04% | +70,968+118.2% | Added |
| Ar Asset Management Inc | 130,600 | $9.14M | 2.40% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 129,897 | $9.09M | 0.32% | −8,208−5.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 129,125 | $9.04M | 0.58% | +2,155+1.7% | Added |
| James Hambro & Partners | 128,620 | $9.00M | 0.48% | +520+0.4% | Added |
| Royal London Asset Management Ltd | 127,820 | $8.94M | 0.03% | −120.0% | Reduced |
| Public Employees Retirement System of Ohio | 126,068 | $8.82M | 0.04% | +4,792+4.0% | Added |
| Andra AP-fonden | 124,500 | $8.71M | 0.46% | +41,700+50.4% | Added |
| Toronto Dominion Bank | 119,637 | $8.37M | 0.01% | −22,542−15.9% | Reduced |
| Teacher Retirement System of Texas | 118,611 | $8.30M | 0.06% | −5,688−4.6% | Reduced |
| Vert Asset Management LLC | 118,295 | $8.28M | 3.57% | −417−0.4% | Reduced |
| Mackenzie Financial Corp | 118,012 | $8.26M | 0.01% | +1,112+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 116,188 | $8.13M | 0.02% | −5,494−4.5% | Reduced |
| Victory Capital Management Inc | 115,518 | $8.08M | 0.01% | −7,078−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 107,238 | $7.50M | 0.01% | +22,280+26.2% | Added |
| Susquehanna International Group, LLP | 106,746 | $7.47M | 0.01% | −73,390−40.7% | Reduced |
| First National Trust Co | 106,256 | $7.44M | 0.33% | −5,208−4.7% | Reduced |
| Erste Asset Management GmbH | 94,500 | $6.67M | 0.10% | −27,400−22.5% | Reduced |
| Azimuth Capital Investment Management LLC | 95,335 | $6.67M | 0.30% | −8,325−8.0% | Reduced |
| Burney Co | 94,125 | $6.59M | 0.28% | +36,795+64.2% | Added |
| Mercer Global Advisors Inc | 93,911 | $6.57M | 0.02% | +22,945+32.3% | Added |
| Foresight Capital Management Advisors, Inc. | 93,685 | $6.56M | 6.72% | +93,685 | New |
| M&T Bank Corp | 92,698 | $6.49M | 0.02% | −1,008−1.1% | Reduced |
| MML Investors Services, LLC | 91,639 | $6.41M | 0.03% | +5,381+6.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 91,297 | $6.39M | 0.11% | +91,297 | New |
| Korea Investment CORP | 89,759 | $6.28M | 0.02% | +728+0.8% | Added |
| AXA S.A. | 88,681 | $6.21M | 0.02% | +5,032+6.0% | Added |
| EWG Elevate Inc. | 86,907 | $6.08M | 2.52% | −24,467−22.0% | Reduced |
| Chicago Capital, LLC | 86,522 | $6.05M | 0.22% | −5,634−6.1% | Reduced |
| Tectonic Advisors LLC | 86,401 | $6.05M | 0.51% | +4,138+5.0% | Added |
| Sonora Investment Management Group, LLC | 85,429 | $5.98M | 0.49% | −195−0.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 85,045 | $5.95M | 0.21% | +43,408+104.3% | Added |
| USS Investment Management Ltd | 83,496 | $5.84M | 0.05% | −11,900−12.5% | Reduced |
| Private Advisor Group, LLC | 83,330 | $5.83M | 0.05% | −1,429−1.7% | Reduced |
| WealthTrust Axiom LLC | 82,860 | $5.80M | 1.94% | −24,096−22.5% | Reduced |
| National Bank of Canada | 84,160 | $5.78M | 0.01% | +5,886+7.5% | Added |
| Salem Investment Counselors Inc | 80,225 | $5.67M | 0.19% | −642−0.8% | Reduced |
| La Financiere de L'Echiquier | 80,519 | $5.63M | 0.26% | −5,085−5.9% | Reduced |
| Arizona State Retirement System | 80,213 | $5.61M | 0.04% | +652+0.8% | Added |
| State of Michigan Retirement System | 79,946 | $5.59M | 0.03% | −100−0.1% | Reduced |
| American International Group, Inc. | 79,577 | $5.57M | 0.02% | −234−0.3% | Reduced |
| Amalgamated Bank | 78,993 | $5.53M | 0.04% | −3,217−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 76,851 | $5.38M | 0.07% | +3,456+4.7% | Added |
| MetLife Investment Management | 76,733 | $5.37M | 0.04% | −1,374−1.8% | Reduced |
| Thrivent Financial for Lutherans | 76,668 | $5.37M | 0.01% | −15,516−16.8% | Reduced |
| Avantax Advisory Services, Inc. | 76,536 | $5.36M | 0.05% | −3,307−4.1% | Reduced |
| Woodstock Corp | 75,334 | $5.27M | 0.61% | −1,030−1.3% | Reduced |
| Hourglass Capital, LLC | 74,420 | $5.21M | 1.68% | +600+0.8% | Added |
| Swiss Life Asset Management Ltd | 72,214 | $5.06M | 0.06% | +16,786+30.3% | Added |
| D. E. Shaw & Co., Inc. | 72,013 | $5.04M | 0.01% | −102,511−58.7% | Reduced |
| American Trust Investment Advisors, LLC | 71,884 | $5.03M | 2.61% | +683+1.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,684 | $5.02M | 0.06% | −400−0.6% | Reduced |
| Vestcor Inc | 71,197 | $4.98M | 0.17% | +424+0.6% | Added |
| Wealthfront Advisers LLC | 71,106 | $4.98M | 0.02% | +800+1.1% | Added |
| Moors & Cabot, Inc. | 69,734 | $4.88M | 0.30% | −2,144−3.0% | Reduced |
| Prudential PLC | 69,374 | $4.85M | 0.05% | +535+0.8% | Added |
| Nissay Asset Management Corp | 68,881 | $4.82M | 0.04% | +2,881+4.4% | Added |
| Oliver Luxxe Assets LLC | 67,233 | $4.70M | 1.11% | 00.0% | Unchanged |
| Nepsis, Inc. | 66,710 | $4.67M | 1.33% | −2,288−3.3% | Reduced |
| HighTower Advisors, LLC | 66,465 | $4.65M | 0.01% | −92,565−58.2% | Reduced |
| Empowered Funds, LLC | 64,340 | $4.50M | 0.11% | +64,340 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,942 | $4.47M | 0.03% | +5,260+9.0% | Added |