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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 51,355 | $4.12M | 0.00% | +2,359+4.8% | Added |
| Czech National Bank | 51,376 | $4.12M | 0.05% | +236+0.5% | Added |
| Werlinich Asset Management, LLC | 51,690 | $4.14M | 2.70% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 53,850 | $4.32M | 0.08% | +1,203+2.3% | Added |
| Intech Investment Management LLC | 54,491 | $4.37M | 0.06% | −123,345−69.4% | Reduced |
| Trinity Legacy Partners, LLC | 54,537 | $4.37M | 1.28% | −5,867−9.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 54,839 | $4.40M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 56,615 | $4.54M | 0.05% | +3,763+7.1% | Added |
| Atria Wealth Solutions, Inc. | 56,542 | $4.56M | 0.05% | +15,699+38.4% | Added |
| Pensionfund DSM Netherlands | 57,500 | $4.61M | 2.47% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 59,400 | $4.76M | 0.04% | −100−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 60,086 | $4.82M | 0.22% | +60,086 | New |
| IFM Investors Pty Ltd | 60,261 | $4.83M | 0.05% | 00.0% | Unchanged |
| Texas Permanent School Fund | 60,281 | $4.84M | 0.04% | +70+0.1% | Added |
| Hourglass Capital, LLC | 60,470 | $4.85M | 1.46% | −13,950−18.7% | Reduced |
| Peapack Gladstone Financial Corp | 60,759 | $4.87M | 0.08% | −1,239−2.0% | Reduced |
| Point72 (DIFC) Ltd | 60,791 | $4.88M | 0.38% | +60,791 | New |
| Amalgamated Bank | 61,600 | $4.94M | 0.04% | −17,393−22.0% | Reduced |
| Baird Financial Group, Inc. | 62,314 | $5.00M | 0.01% | +9,457+17.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 63,269 | $5.07M | 0.27% | +7,282+13.0% | Added |
| Truist Financial Corp | 63,455 | $5.09M | 0.01% | +7,842+14.1% | Added |
| Allworth Financial LP | 63,628 | $5.10M | 0.04% | +439+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 64,000 | $5.13M | 0.02% | +64,000 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,100 | $5.14M | 0.04% | +158+0.2% | Added |
| Quantbot Technologies LP | 65,120 | $5.22M | 0.29% | +56,560+660.7% | Added |
| WealthTrust Axiom LLC | 66,483 | $5.33M | 1.72% | −16,377−19.8% | Reduced |
| Oliver Luxxe Assets LLC | 67,233 | $5.39M | 1.13% | 00.0% | Unchanged |
| STRS Ohio | 68,700 | $5.51M | 0.02% | +68,700 | New |
| Nepsis, Inc. | 68,735 | $5.51M | 1.49% | +2,025+3.0% | Added |
| Balyasny Asset Management LLC | 69,075 | $5.54M | 0.01% | −156,302−69.4% | Reduced |
| Wealthfront Advisers LLC | 69,385 | $5.57M | 0.02% | −1,721−2.4% | Reduced |
| Moors & Cabot, Inc. | 69,457 | $5.57M | 0.30% | −277−0.4% | Reduced |
| Nissay Asset Management Corp | 69,971 | $5.61M | 0.04% | +1,090+1.6% | Added |
| Susquehanna International Group, LLP | 70,131 | $5.63M | 0.01% | −36,615−34.3% | Reduced |
| Qube Research & Technologies Ltd | 70,388 | $5.65M | 0.01% | +70,388 | New |
| KBC Group NV | 70,432 | $5.65M | 0.02% | +20,311+40.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,284 | $5.72M | 0.06% | −400−0.6% | Reduced |
| Teacher Retirement System of Texas | 71,522 | $5.74M | 0.04% | −47,089−39.7% | Reduced |
| Avantax Advisory Services, Inc. | 72,089 | $5.78M | 0.05% | −4,447−5.8% | Reduced |
| Woodstock Corp | 72,341 | $5.80M | 0.60% | −2,993−4.0% | Reduced |
| American Trust Investment Advisors, LLC | 72,559 | $5.82M | 2.77% | +675+0.9% | Added |
| Kestra Advisory Services, LLC | 73,551 | $5.95M | 0.04% | +73,551 | New |
| MetLife Investment Management | 74,241 | $5.95M | 0.04% | −2,492−3.2% | Reduced |
| Colony Group, LLC | 74,722 | $5.99M | 0.05% | +58,089+349.2% | Added |
| EWG Elevate Inc. | 74,732 | $5.99M | 2.28% | −12,175−14.0% | Reduced |
| Azimuth Capital Investment Management LLC | 75,625 | $6.07M | 0.25% | −19,710−20.7% | Reduced |
| Nia Impact Advisors, LLC | 76,483 | $6.13M | 2.45% | +76,483 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 77,595 | $6.22M | 0.08% | +744+1.0% | Added |
| American International Group, Inc. | 78,997 | $6.34M | 0.02% | −580−0.7% | Reduced |
| National Bank of Canada | 80,481 | $6.42M | 0.01% | −3,679−4.4% | Reduced |
| State of Michigan Retirement System | 80,046 | $6.42M | 0.03% | +100+0.1% | Added |
| Arizona State Retirement System | 80,311 | $6.44M | 0.04% | +98+0.1% | Added |
| Credit Agricole S A | 88,996 | $6.62M | 0.11% | +45,460+104.4% | Added |
| Creative Planning | 83,239 | $6.68M | 0.01% | +23,065+38.3% | Added |
| Sonora Investment Management Group, LLC | 84,859 | $6.81M | 0.53% | −570−0.7% | Reduced |
| Private Advisor Group, LLC | 85,108 | $6.83M | 0.05% | +1,778+2.1% | Added |
| Salem Investment Counselors Inc | 85,113 | $6.88M | 0.23% | +4,888+6.1% | Added |
| Chicago Capital, LLC | 86,032 | $6.90M | 0.21% | −490−0.6% | Reduced |
| Brookstone Capital Management | 86,971 | $6.98M | 0.12% | −204,651−70.2% | Reduced |
| Tectonic Advisors LLC | 88,111 | $7.07M | 0.54% | +1,710+2.0% | Added |
| AXA S.A. | 89,049 | $7.14M | 0.02% | +368+0.4% | Added |
| M&T Bank Corp | 89,239 | $7.16M | 0.02% | −3,459−3.7% | Reduced |
| Korea Investment CORP | 89,307 | $7.16M | 0.02% | −452−0.5% | Reduced |
| Vestcor Inc | 90,040 | $7.22M | 0.25% | +18,843+26.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 91,297 | $7.32M | 0.17% | 00.0% | Unchanged |
| USS Investment Management Ltd | 91,670 | $7.35M | 0.06% | +8,174+9.8% | Added |
| Foresight Capital Management Advisors, Inc. | 95,114 | $7.63M | 5.81% | +1,429+1.5% | Added |
| Mason & Associates, LLC | 95,114 | $7.63M | 5.81% | +95,114 | New |
| Mercer Global Advisors Inc | 95,776 | $7.68M | 0.02% | +1,865+2.0% | Added |
| Erste Asset Management GmbH | 96,100 | $7.70M | 0.10% | +1,600+1.7% | Added |
| MML Investors Services, LLC | 98,833 | $7.93M | 0.03% | +7,194+7.9% | Added |
| Squarepoint Ops LLC | 105,524 | $8.46M | 0.03% | +97,612+1,233.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 106,283 | $8.52M | 0.02% | −9,905−8.5% | Reduced |
| Acadian Asset Management LLC | 107,235 | $8.60M | 0.03% | −23,763−18.1% | Reduced |
| First National Trust Co | 107,234 | $8.60M | 0.35% | +978+0.9% | Added |
| Shelton Capital Management | 108,171 | $8.68M | 0.25% | −46,499−30.1% | Reduced |
| Victory Capital Management Inc | 108,909 | $8.74M | 0.01% | −6,609−5.7% | Reduced |
| Janney Montgomery Scott LLC | 108,994 | $8.74M | 0.03% | −51,552−32.1% | Reduced |
| Public Employees Retirement System of Ohio | 113,846 | $9.13M | 0.04% | −12,222−9.7% | Reduced |
| Thrivent Financial for Lutherans | 113,963 | $9.14M | 0.02% | +37,295+48.6% | Added |
| Schonfeld Strategic Advisors LLC | 115,861 | $9.29M | 0.07% | −119,757−50.8% | Reduced |
| Empowered Funds, LLC | 116,198 | $9.32M | 0.17% | +51,858+80.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,964 | $9.38M | 0.03% | −191,312−62.1% | Reduced |
| Gillson Capital LP | 118,499 | $9.51M | 0.90% | +118,499 | New |
| CIBC World Markets Corp | 120,169 | $9.64M | 0.06% | −14,285−10.6% | Reduced |
| Franklin Resources Inc | 120,188 | $9.64M | 0.00% | +72,092+149.9% | Added |
| Vert Asset Management LLC | 121,903 | $9.78M | 4.11% | +3,608+3.1% | Added |
| Snowden Capital Advisors LLC | 121,171 | $9.80M | 0.31% | −11,469−8.6% | Reduced |
| James Hambro & Partners | 123,390 | $9.89M | 0.46% | −5,230−4.1% | Reduced |
| Mutual Advisors, LLC | 127,677 | $10.2M | 0.33% | −2,220−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 129,953 | $10.4M | 0.02% | +22,715+21.2% | Added |
| Ar Asset Management Inc | 130,600 | $10.5M | 2.55% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 130,609 | $10.5M | 0.02% | +12,597+10.7% | Added |
| Prudential PLC | 130,818 | $10.5M | 0.09% | +61,444+88.6% | Added |
| Royal London Asset Management Ltd | 131,255 | $10.5M | 0.03% | +3,435+2.7% | Added |
| Advisor Group Holdings, Inc. | 131,541 | $10.6M | 0.02% | −5,740−4.2% | Reduced |
| Aew Capital Management L P | 132,120 | $10.6M | 0.52% | −48,870−27.0% | Reduced |
| Treasurer of the State of North Carolina | 132,997 | $10.7M | 0.05% | +830+0.6% | Added |
| HighTower Advisors, LLC | 133,389 | $10.7M | 0.02% | +66,924+100.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 135,682 | $10.9M | 0.01% | −28,832−17.5% | Reduced |