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, Q1 2024
Institutional positions in Iron Mountain Inc as of Mar 31, 2024. 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
- 938
- +57 vs. Q4 2023
- Shares held
- 237.3M
- +3.71M (+1.6%) vs. Q4 2023
- Total value
- $19.0B
- +$2.65B (+16.2%) vs. Q4 2023
- New holders
- 126
- 310 more added
- Sold out
- 69
- 328 more reduced
10 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heitman Real Estate Securities LLC | 939,333 | $75.3M | 4.29% | +296,862+46.2% | Added |
| SEI Investments Co | 943,728 | $75.7M | 0.11% | +68,636+7.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 956,189 | $76.7M | 0.05% | −7,170−0.7% | Reduced |
| Millennium Management LLC | 958,517 | $76.9M | 0.07% | +897,862+1,480.3% | Added |
| UBS Group AG | 1,000,897 | $80.3M | 0.03% | +176,652+21.4% | Added |
| CIBC Private Wealth Group, LLC | 1,056,807 | $84.1M | 0.16% | −21,794−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 1,126,012 | $90.8M | 0.17% | −16,105−1.4% | Reduced |
| Citadel Advisors LLC | 1,271,739 | $102.0M | 0.10% | −711,113−35.9% | Reduced |
| Agf Management Ltd | 1,273,292 | $102.1M | 0.57% | +282,294+28.5% | Added |
| Bank of America Corp | 1,321,226 | $106.0M | 0.01% | +173,428+15.1% | Added |
| Ameriprise Financial Inc | 1,471,946 | $118.9M | 0.03% | −123,720−7.8% | Reduced |
| Centersquare Investment Management LLC | 1,538,486 | $119.3M | 1.38% | +1,519,237+7,892.6% | Added |
| UBS Asset Management Americas Inc | 1,542,167 | $123.7M | 0.04% | −88,956−5.5% | Reduced |
| Nuveen Asset Management, LLC | 1,590,237 | $127.7M | 0.04% | +799,906+101.2% | Added |
| Epoch Investment Partners, Inc. | 1,686,218 | $135.3M | 0.60% | −290,605−14.7% | Reduced |
| Prudential Financial Inc | 1,862,942 | $149.4M | 0.21% | −366,593−16.4% | Reduced |
| Russell Investments Group, Ltd. | 2,006,989 | $161.0M | 0.25% | −74,797−3.6% | Reduced |
| Invesco Ltd. | 2,010,493 | $161.3M | 0.03% | −1,409,736−41.2% | Reduced |
| Bank of New York Mellon Corp | 2,119,675 | $170.0M | 0.03% | −115,961−5.2% | Reduced |
| Legal & General Group Plc | 2,163,415 | $173.5M | 0.05% | +10,481+0.5% | Added |
| JPMorgan Chase & Co | 2,455,076 | $196.9M | 0.02% | +359,823+17.2% | Added |
| Wellington Management Group LLP | 2,648,454 | $212.4M | 0.04% | −280,176−9.6% | Reduced |
| Amundi | 2,977,334 | $221.6M | 0.10% | +536,804+22.0% | Added |
| Northern Trust Corp | 2,915,624 | $233.9M | 0.04% | −214,681−6.9% | Reduced |
| FMR LLC | 2,968,422 | $238.1M | 0.02% | −554,463−15.7% | Reduced |
| Pictet Asset Management Holding SA | 3,088,633 | $247.7M | 0.27% | −297,163−8.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,225,161 | $258.7M | 0.06% | +67,480+2.1% | Added |
| Norges Bank | 3,338,601 | $267.8M | 0.04% | +74,938+2.3% | Added |
| Morgan Stanley | 3,458,435 | $277.4M | 0.02% | −227,372−6.2% | Reduced |
| Deutsche Bank AG | 3,852,147 | $309.0M | 0.14% | −827,062−17.7% | Reduced |
| Capital World Investors | 4,116,123 | $330.2M | 0.05% | −9560.0% | Reduced |
| Dimensional Fund Advisors LP | 4,286,593 | $343.8M | 0.09% | −1,8060.0% | Reduced |
| Daiwa Securities Group Inc. | 4,562,165 | $365.9M | 2.06% | +475,849+11.6% | Added |
| Geode Capital Management, LLC | 7,320,486 | $587.1M | 0.05% | +255,710+3.6% | Added |
| State Street Corp | 13,811,808 | $1.12B | 0.05% | +18,872+0.1% | Added |
| BlackRock Inc. | 23,108,831 | $1.85B | 0.04% | −163,962−0.7% | Reduced |
| Cohen & Steers, Inc. | 23,655,038 | $1.90B | 3.97% | +1,179,424+5.2% | Added |
| Vanguard Group Inc | 46,377,234 | $3.72B | 0.07% | +102,124+0.2% | Added |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −178,184−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −145,603−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −132,785−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −132,082−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −60,588−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −51,817−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,911−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −22,449−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −20,956−100.0% | Sold out |
| SeaBridge Investment Advisors LLC | 0 | $0 | 0.00% | −18,030−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,244−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −15,035−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −14,191−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −10,706−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −9,980−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,441−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −8,719−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,481−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,683−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −7,278−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −7,268−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −7,145−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −6,692−100.0% | Sold out |
| Transatlantique Private Wealth LLC | 0 | $0 | 0.00% | −6,003−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| Prudent Man Advisors, LLC | 0 | $0 | 0.00% | −5,423−100.0% | Sold out |
| Principle Wealth Partners LLC | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −4,191−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| Grey Street Capital, LLC | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,305−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Monticello Wealth Management, LLC | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Beacon Bridge Wealth Partners, LLC | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −2,280−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Founders Capital Management | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −1,295−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −758−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −512−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |