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 |
|---|---|---|---|---|---|
| US Bancorp | 26,287 | $1.84M | 0.00% | −1,116−4.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,023 | $1.82M | 0.04% | +7,144+37.8% | Added |
| Oppenheimer Asset Management Inc. | 25,923 | $1.81M | 0.03% | +17,608+211.8% | Added |
| Spirit of America Management Corp | 25,900 | $1.81M | 0.40% | +2,400+10.2% | Added |
| Pensionfund Sabic | 25,500 | $1.78M | 0.56% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 25,481 | $1.78M | 0.05% | +1,048+4.3% | Added |
| Delphi Management Inc | 25,412 | $1.78M | 1.63% | +1,282+5.3% | Added |
| GWM Advisors LLC | 25,825 | $1.77M | 0.02% | −49−0.2% | Reduced |
| Richard P Slaughter Associates Inc | 25,278 | $1.77M | 0.44% | −1,504−5.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,059 | $1.75M | 0.02% | −1,110−4.2% | Reduced |
| Ancora Advisors, LLC | 25,045 | $1.75M | 0.04% | −503−2.0% | Reduced |
| Corrado Advisors, LLC | 24,975 | $1.75M | 1.43% | −4,604−15.6% | Reduced |
| Norinchukin Bank, The | 24,324 | $1.70M | 0.04% | −1,646−6.3% | Reduced |
| Cascade Investment Group, Inc. | 24,295 | $1.70M | 1.37% | 00.0% | Unchanged |
| AQR Capital Management LLC | 24,210 | $1.69M | 0.00% | −5,014−17.2% | Reduced |
| Apollon Wealth Management, LLC | 24,112 | $1.69M | 0.06% | +1,862+8.4% | Added |
| Gables Capital Management Inc. | 23,985 | $1.68M | 1.04% | −175−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 23,892 | $1.67M | 0.05% | −2,289−8.7% | Reduced |
| Kentucky Retirement Systems | 23,362 | $1.63M | 0.05% | −311−1.3% | Reduced |
| Ellsworth Advisors, LLC | 23,303 | $1.63M | 0.52% | +518+2.3% | Added |
| Advisory Services Network, LLC | 23,258 | $1.63M | 0.04% | −3,033−11.5% | Reduced |
| Promethos Capital, LLC | 22,962 | $1.61M | 1.16% | +22,962 | New |
| Boston Private Wealth LLC | 22,873 | $1.60M | 0.04% | −407−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 22,830 | $1.60M | 0.03% | +291+1.3% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.57M | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 22,477 | $1.57M | 0.22% | +817+3.8% | Added |
| Entropy Technologies, LP | 22,449 | $1.57M | 0.29% | +22,449 | New |
| Commerce Bank | 22,247 | $1.56M | 0.01% | +450+2.1% | Added |
| Davenport & Co LLC | 22,159 | $1.55M | 0.01% | +925+4.4% | Added |
| Maryland State Retirement & Pension System | 22,108 | $1.55M | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 21,910 | $1.53M | 0.06% | −3,953−15.3% | Reduced |
| Green Alpha Advisors, LLC | 21,897 | $1.53M | 1.10% | −9,973−31.3% | Reduced |
| Lee Danner & Bass Inc | 21,775 | $1.52M | 0.13% | +11,825+118.8% | Added |
| TFG Advisers LLC | 21,411 | $1.50M | 0.63% | +1,863+9.5% | Added |
| Fiduciary Trust Co | 21,254 | $1.49M | 0.02% | −252−1.2% | Reduced |
| Wambolt & Associates, LLC | 21,232 | $1.49M | 0.49% | −5,980−22.0% | Reduced |
| Nordea Investment Management AB | 20,928 | $1.47M | 0.00% | +778+3.9% | Added |
| Waratah Capital Advisors Ltd. | 20,956 | $1.47M | 0.08% | −72,330−77.5% | Reduced |
| Metropolitan Life Insurance Co | 20,824 | $1.46M | 0.07% | −213−1.0% | Reduced |
| Donoghue Forlines LLC | 20,816 | $1.46M | 0.46% | −11,904−36.4% | Reduced |
| Illinois Municipal Retirement Fund | 20,469 | $1.43M | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 18,294 | $1.43M | 0.10% | +18,294 | New |
| Highline Wealth Partners LLC | 20,257 | $1.42M | 0.69% | +20,257 | New |
| PFG Investments, LLC | 20,089 | $1.41M | 0.26% | +229+1.2% | Added |
| DoubleLine ETF Adviser LP | 20,021 | $1.40M | 0.40% | +20,021 | New |
| Future Financial Wealth Managment LLC | 20,001 | $1.40M | 1.39% | −859−4.1% | Reduced |
| Lincoln National Corp | 19,991 | $1.40M | 0.02% | +98+0.5% | Added |
| Eagle Ridge Investment Management | 19,702 | $1.38M | 0.14% | 00.0% | Unchanged |
| Hartford Investment Management Co | 19,664 | $1.38M | 0.05% | −1,595−7.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 19,640 | $1.37M | 0.02% | +5,466+38.6% | Added |
| Trust Investment Advisors | 19,539 | $1.37M | 1.07% | −33−0.2% | Reduced |
| Pathway Financial Advisers, LLC | 19,328 | $1.35M | 0.51% | −48−0.2% | Reduced |
| Centersquare Investment Management LLC | 19,249 | $1.35M | 0.02% | +114+0.6% | Added |
| Naviter Wealth, LLC | 18,346 | $1.30M | 0.26% | +2,928+19.0% | Added |
| Securian Asset Management, Inc | 18,484 | $1.29M | 0.04% | −2,441−11.7% | Reduced |
| Moody National Bank Trust Division | 18,293 | $1.28M | 0.10% | −12,252−40.1% | Reduced |
| SeaBridge Investment Advisors LLC | 18,030 | $1.26M | 0.37% | 00.0% | Unchanged |
| Ignite Planners, LLC | 18,327 | $1.26M | 0.37% | −2,184−10.6% | Reduced |
| Genesee Capital Advisors, LLC | 17,947 | $1.26M | 0.77% | +9,814+120.7% | Added |
| Fagan Associates, Inc. | 17,858 | $1.25M | 0.27% | −134−0.7% | Reduced |
| Louisiana State Employees Retirement System | 17,700 | $1.24M | 0.03% | −400−2.2% | Reduced |
| Lockheed Martin Investment Management Co | 19,178 | $1.23M | 0.09% | −5,300−21.7% | Reduced |
| InterOcean Capital Group, LLC | 17,526 | $1.23M | 0.03% | −129−0.7% | Reduced |
| King Luther Capital Management Corp | 17,264 | $1.21M | 0.01% | −1,737−9.1% | Reduced |
| Coppell Advisory Solutions LLC | 16,883 | $1.18M | 0.24% | −526−3.0% | Reduced |
| Community Bank of Raymore | 16,650 | $1.17M | 0.51% | +3,450+26.1% | Added |
| Colony Group, LLC | 16,633 | $1.16M | 0.02% | +16,633 | New |
| Essex Financial Services, Inc. | 16,487 | $1.15M | 0.12% | +632+4.0% | Added |
| Hancock Whitney Corp | 16,376 | $1.15M | 0.04% | −104−0.6% | Reduced |
| Bleakley Financial Group, LLC | 16,212 | $1.13M | 0.04% | +1,406+9.5% | Added |
| Sawtooth Solutions, LLC | 16,185 | $1.13M | 0.03% | +1,379+9.3% | Added |
| RFG Advisory, LLC | 16,067 | $1.12M | 0.04% | −717−4.3% | Reduced |
| Park Avenue Securities LLC | 15,956 | $1.12M | 0.02% | +1,677+11.7% | Added |
| PGGM Investments | 15,894 | $1.11M | 0.02% | +1,438+9.9% | Added |
| Roman Butler Fullerton & Co | 16,393 | $1.11M | 0.43% | −458−2.7% | Reduced |
| Childress Capital Advisors, LLC | 15,618 | $1.09M | 0.33% | −2,950−15.9% | Reduced |
| Royal Fund Management, LLC | 15,569 | $1.09M | 0.14% | −161−1.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 15,446 | $1.08M | 0.05% | +732+5.0% | Added |
| Walleye Trading LLC | 15,244 | $1.07M | 0.02% | +4,046+36.1% | Added |
| Beacon Financial Advisory LLC | 15,211 | $1.06M | 0.51% | +26+0.2% | Added |
| SRS Capital Advisors, Inc. | 15,195 | $1.06M | 0.12% | −1,905−11.1% | Reduced |
| New Mexico Educational Retirement Board | 15,140 | $1.06M | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15,125 | $1.06M | 0.53% | +50+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,091 | $1.06M | 0.00% | +2,286+17.9% | Added |
| Metis Global Partners, LLC | 15,085 | $1.06M | 0.04% | −206−1.3% | Reduced |
| Invst, LLC | 15,035 | $1.04M | 0.13% | −107−0.7% | Reduced |
| Chesley Taft & Associates LLC | 14,500 | $1.01M | 0.06% | +600+4.3% | Added |
| Level Four Advisory Services, LLC | 14,496 | $1.01M | 0.06% | +1,135+8.5% | Added |
| TD Private Client Wealth LLC | 14,374 | $1.01M | 0.04% | −45,547−76.0% | Reduced |
| Reik & Co., LLC | 14,280 | $999.3K | 0.28% | −2,100−12.8% | Reduced |
| USA Financial Portformulas Corp | 14,191 | $993.1K | 0.17% | +14,191 | New |
| Adelante Capital Management LLC | 14,044 | $983.0K | 0.07% | +7,336+109.4% | Added |
| Ingalls & Snyder LLC | 13,923 | $974.0K | 0.04% | −5,190−27.2% | Reduced |
| EP Wealth Advisors, LLC | 13,874 | $970.9K | 0.01% | −1,556−10.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,712 | $959.6K | 0.02% | +13,712 | New |
| Widmann Financial Services, Inc. | 13,709 | $959.4K | 0.86% | −180−1.3% | Reduced |
| Schroder Investment Management Group | 13,629 | $953.8K | 0.00% | −553−3.9% | Reduced |
| Herbst Group, LLC | 13,600 | $951.7K | 0.61% | +1,400+11.5% | Added |
| Contravisory Investment Management, Inc. | 13,540 | $947.5K | 0.23% | −52−0.4% | Reduced |
| Symphony Financial, Ltd. Co. | 14,011 | $943.2K | 0.20% | +14,011 | New |