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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | 23,904 | $1.82M | 0.52% | +601+2.6% | Added |
| Apollon Wealth Management, LLC | 22,664 | $1.82M | 0.06% | −1,448−6.0% | Reduced |
| Edgestream Partners, L.P. | 22,876 | $1.83M | 0.09% | −33,446−59.4% | Reduced |
| Heritage Trust Co | 22,877 | $1.83M | 0.25% | +400+1.8% | Added |
| Cascade Investment Group, Inc. | 22,895 | $1.84M | 1.37% | −1,400−5.8% | Reduced |
| Promethos Capital, LLC | 22,962 | $1.84M | 1.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 30,788 | $1.85M | 0.05% | +681+2.3% | Added |
| Atria Investments LLC | 23,352 | $1.87M | 0.03% | +23,352 | New |
| Truvestments Capital LLC | 23,673 | $1.90M | 0.73% | −33,288−58.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,820 | $1.91M | 0.02% | −1,239−4.9% | Reduced |
| Gulf International Bank (UK) Ltd | 23,892 | $1.92M | 0.05% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 24,022 | $1.93M | 1.27% | −953−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 24,034 | $1.93M | 0.03% | −1,889−7.3% | Reduced |
| Norinchukin Bank, The | 24,035 | $1.93M | 0.06% | −289−1.2% | Reduced |
| Delphi Management Inc | 24,106 | $1.93M | 1.50% | −1,306−5.1% | Reduced |
| Prana Capital Management, LP | 24,225 | $1.94M | 0.09% | +24,225 | New |
| Benjamin F. Edwards & Company, Inc. | 24,235 | $1.94M | 0.04% | −1,788−6.9% | Reduced |
| Ancora Advisors, LLC | 24,464 | $1.96M | 0.04% | −581−2.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 24,500 | $1.97M | 0.04% | −1,950−7.4% | Reduced |
| Nordea Investment Management AB | 24,524 | $1.97M | 0.00% | +3,596+17.2% | Added |
| Gables Capital Management Inc. | 24,590 | $1.97M | 1.09% | +605+2.5% | Added |
| Davenport & Co LLC | 24,754 | $1.99M | 0.01% | +2,595+11.7% | Added |
| Oregon Public Employees Retirement Fund | 24,930 | $2.00M | 0.04% | +2,100+9.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 25,066 | $2.01M | 0.12% | +25,066 | New |
| Commerce Bank | 25,102 | $2.01M | 0.01% | +2,855+12.8% | Added |
| Advisory Services Network, LLC | 25,284 | $2.03M | 0.04% | +2,026+8.7% | Added |
| American Assets Capital Advisers, LLC | 25,499 | $2.05M | 0.58% | +25,499 | New |
| Envestnet Portfolio Solutions, Inc. | 25,552 | $2.05M | 0.01% | +10,461+69.3% | Added |
| Fifth Third Bancorp | 26,304 | $2.11M | 0.01% | −555−2.1% | Reduced |
| Elo Mutual Pension Insurance Co | 26,594 | $2.13M | 0.05% | +1,113+4.4% | Added |
| Sippican Capital Advisors | 26,687 | $2.14M | 1.66% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 26,762 | $2.15M | 0.05% | −1,011−3.6% | Reduced |
| Green Alpha Advisors, LLC | 27,127 | $2.18M | 1.58% | +5,230+23.9% | Added |
| CoreFirst Bank & Trust | 27,464 | $2.20M | 1.38% | −150−0.5% | Reduced |
| Ostrum Asset Management | 27,524 | $2.21M | 0.17% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 27,525 | $2.21M | 0.52% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 28,293 | $2.27M | 0.00% | −43,720−60.7% | Reduced |
| Pensionfund Sabic | 28,500 | $2.29M | 0.68% | +3,000+11.8% | Added |
| PFG Investments, LLC | 28,618 | $2.30M | 0.14% | +8,529+42.5% | Added |
| Spirit of America Management Corp | 28,800 | $2.31M | 0.47% | +2,900+11.2% | Added |
| CoreCap Advisors, LLC | 28,895 | $2.32M | 0.12% | −2,096−6.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,958 | $2.32M | 0.03% | −1,263−4.2% | Reduced |
| Morse Asset Management, Inc | 29,115 | $2.33M | 0.60% | −7,075−19.5% | Reduced |
| GWM Advisors LLC | 29,415 | $2.36M | 0.02% | +3,590+13.9% | Added |
| Madison Asset Management, LLC | 30,083 | $2.41M | 0.03% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 30,218 | $2.42M | 0.70% | −61−0.2% | Reduced |
| Wolverine Asset Management LLC | 30,721 | $2.46M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 30,785 | $2.47M | 0.01% | −1,240−3.9% | Reduced |
| Stock Yards Bank & Trust Co | 30,856 | $2.47M | 0.08% | +4,281+16.1% | Added |
| Sage Capital Management, LLC | 31,823 | $2.55M | 1.39% | +269+0.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 31,980 | $2.57M | 0.10% | +93+0.3% | Added |
| Terra Nova Asset Management LLC | 32,289 | $2.59M | 2.06% | +3,700+12.9% | Added |
| Warren Averett Asset Management, LLC | 32,916 | $2.64M | 0.06% | −1,265−3.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 33,913 | $2.72M | 0.23% | −1,344−3.8% | Reduced |
| Venture Visionary Partners LLC | 34,326 | $2.75M | 0.13% | +503+1.5% | Added |
| Pacitti Group Inc. | 34,263 | $2.77M | 1.49% | +207+0.6% | Added |
| Public Sector Pension Investment Board | 34,554 | $2.77M | 0.02% | −390−1.1% | Reduced |
| La Financiere de L'Echiquier | 34,570 | $2.77M | 0.12% | −45,949−57.1% | Reduced |
| British Columbia Investment Management Corp | 34,861 | $2.80M | 0.02% | +1,252+3.7% | Added |
| Rafferty Asset Management, LLC | 34,961 | $2.80M | 0.01% | −4,207−10.7% | Reduced |
| Summit Partners Public Asset Management, LLC | 35,000 | $2.81M | 0.13% | +35,000 | New |
| Centiva Capital, LP | 35,604 | $2.86M | 0.16% | +35,604 | New |
| Bank of Nova Scotia | 36,259 | $2.91M | 0.01% | −160.0% | Reduced |
| Jump Financial, LLC | 36,299 | $2.91M | 0.08% | −3,711−9.3% | Reduced |
| Smithfield Trust Co | 37,031 | $2.97M | 0.16% | −13,116−26.2% | Reduced |
| Siemens Fonds Invest GmbH | 37,996 | $3.05M | 0.23% | −17,730−31.8% | Reduced |
| Pathstone Holdings, LLC | 38,206 | $3.07M | 0.01% | +1,413+3.8% | Added |
| Mutual of America Capital Management LLC | 38,285 | $3.07M | 0.03% | −787−2.0% | Reduced |
| Courier Capital LLC | 38,504 | $3.09M | 0.22% | −1,559−3.9% | Reduced |
| Twelve Points Wealth Management LLC | 40,581 | $3.25M | 1.19% | +1,353+3.4% | Added |
| RPg Family Wealth Advisory, LLC | 40,469 | $3.27M | 1.04% | −5,829−12.6% | Reduced |
| Vectors Research Management, LLC | 41,110 | $3.30M | 0.93% | +23,653+135.5% | Added |
| CIBC Asset Management Inc | 41,639 | $3.34M | 0.01% | +1,219+3.0% | Added |
| D.A. Davidson & Co. | 41,657 | $3.34M | 0.03% | −7,332−15.0% | Reduced |
| Mariner, LLC | 42,086 | $3.38M | 0.01% | −1,036−2.4% | Reduced |
| Achmea Investment Management B.V. | 42,812 | $3.43M | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 43,185 | $3.46M | 0.00% | −1,598−3.6% | Reduced |
| Holderness Investments Co | 43,800 | $3.51M | 0.86% | −10.0% | Reduced |
| New York Life Investment Management LLC | 44,315 | $3.55M | 0.04% | −1,546−3.4% | Reduced |
| DnB Asset Management AS | 45,101 | $3.62M | 0.02% | −1,841−3.9% | Reduced |
| Brookfield Asset Management Inc. | 45,574 | $3.66M | 0.02% | −307,229−87.1% | Reduced |
| Two Sigma Investments, LP | 45,856 | $3.68M | 0.01% | +45,856 | New |
| RB Capital Management, LLC | 45,962 | $3.69M | 0.99% | +1,372+3.1% | Added |
| Degroof Petercam Asset Management | 46,053 | $3.69M | 0.04% | +1,500+3.4% | Added |
| Catalyst Capital Advisors LLC | 46,425 | $3.72M | 0.09% | −1,025−2.2% | Reduced |
| Tredje AP-fonden | 46,830 | $3.76M | 0.04% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 46,959 | $3.77M | 1.30% | +46,959 | New |
| Ethic Inc. | 47,736 | $3.83M | 0.10% | +2,301+5.1% | Added |
| Uniplan Investment Counsel, Inc. | 48,230 | $3.87M | 0.30% | −7,242−13.1% | Reduced |
| Independent Advisor Alliance | 48,366 | $3.88M | 0.14% | +44+0.1% | Added |
| ProShare Advisors LLC | 48,760 | $3.91M | 0.01% | −842−1.7% | Reduced |
| Yousif Capital Management, LLC | 48,794 | $3.91M | 0.04% | −1,159−2.3% | Reduced |
| Gotham Asset Management, LLC | 49,268 | $3.95M | 0.06% | +6,762+15.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 49,864 | $4.00M | 0.13% | −35,181−41.4% | Reduced |
| Shell Asset Management Co | 44,646 | $4.00M | 0.18% | +6,912+18.3% | Added |
| AQR Capital Management LLC | 49,916 | $4.00M | 0.01% | +25,706+106.2% | Added |
| Federated Hermes, Inc. | 49,933 | $4.01M | 0.01% | +45,334+985.7% | Added |
| Utah Retirement Systems | 50,114 | $4.02M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50,881 | $4.08M | 0.00% | −714−1.4% | Reduced |
| Railway Pension Investments Ltd | 51,300 | $4.11M | 0.04% | 00.0% | Unchanged |