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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 63,189 | $4.42M | 0.03% | +62,285+6,889.9% | Added |
| Peapack Gladstone Financial Corp | 61,998 | $4.34M | 0.07% | −2,205−3.4% | Reduced |
| Millennium Management LLC | 60,655 | $4.24M | 0.00% | −34,431−36.2% | Reduced |
| Cetera Advisors LLC | 60,588 | $4.24M | 0.06% | −7,713−11.3% | Reduced |
| HRT Financial LP | 60,498 | $4.23M | 0.03% | −10,293−14.5% | Reduced |
| Trinity Legacy Partners, LLC | 60,404 | $4.23M | 1.33% | +332+0.6% | Added |
| IFM Investors Pty Ltd | 60,261 | $4.22M | 0.05% | 00.0% | Unchanged |
| Texas Permanent School Fund | 60,211 | $4.21M | 0.04% | +857+1.4% | Added |
| Creative Planning | 60,174 | $4.21M | 0.01% | +6,341+11.8% | Added |
| Forsta Ap-Fonden | 59,500 | $4.16M | 0.04% | −4,800−7.5% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $4.02M | 2.43% | 00.0% | Unchanged |
| Truvestments Capital LLC | 56,961 | $3.99M | 1.80% | −7,779−12.0% | Reduced |
| Edgestream Partners, L.P. | 56,322 | $3.94M | 0.28% | +49,586+736.1% | Added |
| Duff & Phelps Investment Management Co | 56,070 | $3.92M | 0.05% | +12,280+28.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 55,987 | $3.92M | 0.22% | +8,236+17.2% | Added |
| Uniplan Investment Counsel, Inc. | 55,472 | $3.92M | 0.29% | −173,836−75.8% | Reduced |
| Siemens Fonds Invest GmbH | 55,726 | $3.90M | 0.32% | −14,091−20.2% | Reduced |
| Truist Financial Corp | 55,613 | $3.89M | 0.01% | −11,703−17.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 54,839 | $3.84M | 0.02% | +307+0.6% | Added |
| Baird Financial Group, Inc. | 52,857 | $3.70M | 0.01% | −42,057−44.3% | Reduced |
| Xponance, Inc. | 52,852 | $3.70M | 0.04% | −2,773−5.0% | Reduced |
| Advisors Asset Management, Inc. | 52,647 | $3.68M | 0.08% | −12,455−19.1% | Reduced |
| Werlinich Asset Management, LLC | 51,690 | $3.63M | 2.75% | −817−1.6% | Reduced |
| Nomura Holdings Inc | 51,817 | $3.63M | 0.03% | +51,817 | New |
| Northwestern Mutual Wealth Management Co | 51,595 | $3.61M | 0.00% | −1,241−2.3% | Reduced |
| Railway Pension Investments Ltd | 51,300 | $3.59M | 0.04% | 00.0% | Unchanged |
| Czech National Bank | 51,140 | $3.58M | 0.05% | +131+0.3% | Added |
| Smithfield Trust Co | 50,147 | $3.51M | 0.20% | +47,025+1,506.2% | Added |
| KBC Group NV | 50,121 | $3.51M | 0.01% | −3,454−6.4% | Reduced |
| Utah Retirement Systems | 50,114 | $3.51M | 0.04% | +300+0.6% | Added |
| AE Wealth Management LLC | 51,792 | $3.50M | 0.02% | −3,085−5.6% | Reduced |
| Yousif Capital Management, LLC | 49,953 | $3.50M | 0.04% | −1,870−3.6% | Reduced |
| ProShare Advisors LLC | 49,602 | $3.47M | 0.01% | −4,454−8.2% | Reduced |
| The PNC Financial Services Group, Inc. | 48,996 | $3.43M | 0.00% | +748+1.6% | Added |
| D.A. Davidson & Co. | 48,989 | $3.43M | 0.03% | +335+0.7% | Added |
| Independent Advisor Alliance | 48,322 | $3.38M | 0.12% | −428−0.9% | Reduced |
| Jane Street Group, LLC | 48,148 | $3.37M | 0.00% | −176,030−78.5% | Reduced |
| Franklin Resources Inc | 48,096 | $3.36M | 0.00% | −26,976−35.9% | Reduced |
| Catalyst Capital Advisors LLC | 47,450 | $3.32M | 0.09% | −4,050−7.9% | Reduced |
| DnB Asset Management AS | 46,942 | $3.29M | 0.02% | −310−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 46,879 | $3.28M | 0.04% | +23,678+102.1% | Added |
| Tredje AP-fonden | 46,830 | $3.28M | 0.04% | −1,307−2.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 46,298 | $3.27M | 1.21% | +46,298 | New |
| CIBC World Markets Inc. | 46,483 | $3.25M | 0.01% | −3,627−7.2% | Reduced |
| New York Life Investment Management LLC | 45,861 | $3.21M | 0.03% | −30,581−40.0% | Reduced |
| Ethic Inc. | 45,435 | $3.18M | 0.09% | +4,185+10.1% | Added |
| Janus Henderson Group PLC | 44,783 | $3.13M | 0.00% | +672+1.5% | Added |
| RB Capital Management, LLC | 44,590 | $3.12M | 0.90% | +79+0.2% | Added |
| Degroof Petercam Asset Management | 44,553 | $3.12M | 0.04% | +44,553 | New |
| Candriam Luxembourg S.C.A. | 43,919 | $3.07M | 0.02% | +21,855+99.1% | Added |
| Holderness Investments Co | 43,801 | $3.07M | 0.84% | +10,890+33.1% | Added |
| Credit Agricole S A | 43,536 | $3.05M | 0.06% | +40,791+1,486.0% | Added |
| Mariner, LLC | 43,122 | $3.02M | 0.01% | +7,860+22.3% | Added |
| Vectors Research Management, LLC | 17,457 | $3.01M | 0.85% | −35,852−67.3% | Reduced |
| Achmea Investment Management B.V. | 42,812 | $3.00M | 0.06% | +11,952+38.7% | Added |
| Gotham Asset Management, LLC | 42,506 | $2.97M | 0.06% | −11,536−21.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 42,154 | $2.95M | 0.01% | +15,678+59.2% | Added |
| Atria Wealth Solutions, Inc. | 40,843 | $2.88M | 0.04% | −7,589−15.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,911 | $2.86M | 0.27% | +40,911 | New |
| CIBC Asset Management Inc | 40,420 | $2.83M | 0.01% | −1,667−4.0% | Reduced |
| Courier Capital LLC | 40,063 | $2.80M | 0.21% | −8,292−17.1% | Reduced |
| Disciplined Equity Management, Inc. | 40,055 | $2.80M | 1.92% | −550−1.4% | Reduced |
| Jump Financial, LLC | 40,010 | $2.80M | 0.09% | +14,046+54.1% | Added |
| Twelve Points Wealth Management LLC | 39,228 | $2.75M | 1.30% | +466+1.2% | Added |
| Rafferty Asset Management, LLC | 39,168 | $2.74M | 0.01% | +6,561+20.1% | Added |
| Mutual of America Capital Management LLC | 39,072 | $2.73M | 0.03% | −1,765−4.3% | Reduced |
| Shell Asset Management Co | 37,734 | $2.64M | 0.12% | −9,812−20.6% | Reduced |
| Pathstone Holdings, LLC | 36,793 | $2.58M | 0.01% | +36,793 | New |
| Bank of Nova Scotia | 36,275 | $2.54M | 0.00% | +16,049+79.3% | Added |
| Morse Asset Management, Inc | 36,190 | $2.53M | 0.75% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 35,903 | $2.51M | 0.94% | −395−1.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 35,257 | $2.47M | 0.23% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 34,944 | $2.45M | 0.02% | −24,330−41.0% | Reduced |
| Pacitti Group Inc. | 34,056 | $2.40M | 1.50% | +598+1.8% | Added |
| Natixis | 34,192 | $2.39M | 0.02% | +12,145+55.1% | Added |
| Warren Averett Asset Management, LLC | 34,181 | $2.39M | 0.09% | +664+2.0% | Added |
| Venture Visionary Partners LLC | 33,823 | $2.37M | 0.13% | −1,939−5.4% | Reduced |
| Ossiam | 33,685 | $2.36M | 0.04% | +719+2.2% | Added |
| British Columbia Investment Management Corp | 33,609 | $2.35M | 0.02% | +7,082+26.7% | Added |
| Public Employees Retirement Association of Colorado | 32,025 | $2.24M | 0.01% | −1,142−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 31,887 | $2.23M | 0.09% | −193−0.6% | Reduced |
| Sage Capital Management, LLC | 31,554 | $2.21M | 1.32% | +31,554 | New |
| Ziegler Capital Management, LLC | 31,429 | $2.19M | 0.10% | −1,012−3.1% | Reduced |
| CoreCap Advisors, LLC | 30,991 | $2.17M | 0.14% | −1,256−3.9% | Reduced |
| SG Americas Securities, LLC | 30,853 | $2.16M | 0.02% | −161,665−84.0% | Reduced |
| Wolverine Asset Management LLC | 30,721 | $2.15M | 0.03% | −5,421−15.0% | Reduced |
| National Asset Management, Inc. | 30,107 | $2.13M | 0.06% | −681−2.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 30,279 | $2.12M | 0.66% | −470−1.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,221 | $2.11M | 0.03% | +5,703+23.3% | Added |
| Madison Asset Management, LLC | 30,083 | $2.11M | 0.03% | −319−1.0% | Reduced |
| Terra Nova Asset Management LLC | 28,589 | $2.00M | 1.75% | +7,505+35.6% | Added |
| Cetera Investment Advisers | 28,415 | $1.99M | 0.02% | −46,491−62.1% | Reduced |
| Capital Investment Advisors, LLC | 27,773 | $1.94M | 0.05% | +590+2.2% | Added |
| CoreFirst Bank & Trust | 27,614 | $1.93M | 1.28% | −1,756−6.0% | Reduced |
| Cubic Asset Management, LLC | 27,525 | $1.93M | 0.49% | 00.0% | Unchanged |
| Ostrum Asset Management | 27,524 | $1.93M | 0.17% | +3,237+13.3% | Added |
| Fifth Third Bancorp | 26,859 | $1.88M | 0.01% | −16,973−38.7% | Reduced |
| Sippican Capital Advisors | 26,687 | $1.87M | 1.46% | −90−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 26,575 | $1.86M | 0.07% | −3,295−11.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 26,450 | $1.85M | 0.04% | −908−3.3% | Reduced |