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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 71,522 | $5.74M | 0.04% | −47,089−39.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 71,284 | $5.72M | 0.06% | −400−0.6% | Reduced |
| KBC Group NV | 70,432 | $5.65M | 0.02% | +20,311+40.5% | Added |
| Qube Research & Technologies Ltd | 70,388 | $5.65M | 0.01% | +70,388 | New |
| Susquehanna International Group, LLP | 70,131 | $5.63M | 0.01% | −36,615−34.3% | Reduced |
| Nissay Asset Management Corp | 69,971 | $5.61M | 0.04% | +1,090+1.6% | Added |
| Moors & Cabot, Inc. | 69,457 | $5.57M | 0.30% | −277−0.4% | Reduced |
| Wealthfront Advisers LLC | 69,385 | $5.57M | 0.02% | −1,721−2.4% | Reduced |
| Balyasny Asset Management LLC | 69,075 | $5.54M | 0.01% | −156,302−69.4% | Reduced |
| Nepsis, Inc. | 68,735 | $5.51M | 1.49% | +2,025+3.0% | Added |
| STRS Ohio | 68,700 | $5.51M | 0.02% | +68,700 | New |
| Oliver Luxxe Assets LLC | 67,233 | $5.39M | 1.13% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 66,483 | $5.33M | 1.72% | −16,377−19.8% | Reduced |
| Quantbot Technologies LP | 65,120 | $5.22M | 0.29% | +56,560+660.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 64,100 | $5.14M | 0.04% | +158+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 64,000 | $5.13M | 0.02% | +64,000 | New |
| Allworth Financial LP | 63,628 | $5.10M | 0.04% | +439+0.7% | Added |
| Truist Financial Corp | 63,455 | $5.09M | 0.01% | +7,842+14.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 63,269 | $5.07M | 0.27% | +7,282+13.0% | Added |
| Baird Financial Group, Inc. | 62,314 | $5.00M | 0.01% | +9,457+17.9% | Added |
| Amalgamated Bank | 61,600 | $4.94M | 0.04% | −17,393−22.0% | Reduced |
| Point72 (DIFC) Ltd | 60,791 | $4.88M | 0.38% | +60,791 | New |
| Peapack Gladstone Financial Corp | 60,759 | $4.87M | 0.08% | −1,239−2.0% | Reduced |
| Hourglass Capital, LLC | 60,470 | $4.85M | 1.46% | −13,950−18.7% | Reduced |
| Texas Permanent School Fund | 60,281 | $4.84M | 0.04% | +70+0.1% | Added |
| IFM Investors Pty Ltd | 60,261 | $4.83M | 0.05% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 60,086 | $4.82M | 0.22% | +60,086 | New |
| Forsta Ap-Fonden | 59,400 | $4.76M | 0.04% | −100−0.2% | Reduced |
| Pensionfund DSM Netherlands | 57,500 | $4.61M | 2.47% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 56,542 | $4.56M | 0.05% | +15,699+38.4% | Added |
| Xponance, Inc. | 56,615 | $4.54M | 0.05% | +3,763+7.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 54,839 | $4.40M | 0.02% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 54,537 | $4.37M | 1.28% | −5,867−9.7% | Reduced |
| Intech Investment Management LLC | 54,491 | $4.37M | 0.06% | −123,345−69.4% | Reduced |
| Advisors Asset Management, Inc. | 53,850 | $4.32M | 0.08% | +1,203+2.3% | Added |
| Werlinich Asset Management, LLC | 51,690 | $4.14M | 2.70% | 00.0% | Unchanged |
| Czech National Bank | 51,376 | $4.12M | 0.05% | +236+0.5% | Added |
| The PNC Financial Services Group, Inc. | 51,355 | $4.12M | 0.00% | +2,359+4.8% | Added |
| Railway Pension Investments Ltd | 51,300 | $4.11M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50,881 | $4.08M | 0.00% | −714−1.4% | Reduced |
| Utah Retirement Systems | 50,114 | $4.02M | 0.05% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 49,933 | $4.01M | 0.01% | +45,334+985.7% | Added |
| AQR Capital Management LLC | 49,916 | $4.00M | 0.01% | +25,706+106.2% | Added |
| Shell Asset Management Co | 44,646 | $4.00M | 0.18% | +6,912+18.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 49,864 | $4.00M | 0.13% | −35,181−41.4% | Reduced |
| Gotham Asset Management, LLC | 49,268 | $3.95M | 0.06% | +6,762+15.9% | Added |
| Yousif Capital Management, LLC | 48,794 | $3.91M | 0.04% | −1,159−2.3% | Reduced |
| ProShare Advisors LLC | 48,760 | $3.91M | 0.01% | −842−1.7% | Reduced |
| Independent Advisor Alliance | 48,366 | $3.88M | 0.14% | +44+0.1% | Added |
| Uniplan Investment Counsel, Inc. | 48,230 | $3.87M | 0.30% | −7,242−13.1% | Reduced |
| Ethic Inc. | 47,736 | $3.83M | 0.10% | +2,301+5.1% | Added |
| Wakefield Asset Management LLLP | 46,959 | $3.77M | 1.30% | +46,959 | New |
| Tredje AP-fonden | 46,830 | $3.76M | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 46,425 | $3.72M | 0.09% | −1,025−2.2% | Reduced |
| Degroof Petercam Asset Management | 46,053 | $3.69M | 0.04% | +1,500+3.4% | Added |
| RB Capital Management, LLC | 45,962 | $3.69M | 0.99% | +1,372+3.1% | Added |
| Two Sigma Investments, LP | 45,856 | $3.68M | 0.01% | +45,856 | New |
| Brookfield Asset Management Inc. | 45,574 | $3.66M | 0.02% | −307,229−87.1% | Reduced |
| DnB Asset Management AS | 45,101 | $3.62M | 0.02% | −1,841−3.9% | Reduced |
| New York Life Investment Management LLC | 44,315 | $3.55M | 0.04% | −1,546−3.4% | Reduced |
| Holderness Investments Co | 43,800 | $3.51M | 0.86% | −10.0% | Reduced |
| Janus Henderson Group PLC | 43,185 | $3.46M | 0.00% | −1,598−3.6% | Reduced |
| Achmea Investment Management B.V. | 42,812 | $3.43M | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 42,086 | $3.38M | 0.01% | −1,036−2.4% | Reduced |
| D.A. Davidson & Co. | 41,657 | $3.34M | 0.03% | −7,332−15.0% | Reduced |
| CIBC Asset Management Inc | 41,639 | $3.34M | 0.01% | +1,219+3.0% | Added |
| Vectors Research Management, LLC | 41,110 | $3.30M | 0.93% | +23,653+135.5% | Added |
| RPg Family Wealth Advisory, LLC | 40,469 | $3.27M | 1.04% | −5,829−12.6% | Reduced |
| Twelve Points Wealth Management LLC | 40,581 | $3.25M | 1.19% | +1,353+3.4% | Added |
| Courier Capital LLC | 38,504 | $3.09M | 0.22% | −1,559−3.9% | Reduced |
| Mutual of America Capital Management LLC | 38,285 | $3.07M | 0.03% | −787−2.0% | Reduced |
| Pathstone Holdings, LLC | 38,206 | $3.07M | 0.01% | +1,413+3.8% | Added |
| Siemens Fonds Invest GmbH | 37,996 | $3.05M | 0.23% | −17,730−31.8% | Reduced |
| Smithfield Trust Co | 37,031 | $2.97M | 0.16% | −13,116−26.2% | Reduced |
| Jump Financial, LLC | 36,299 | $2.91M | 0.08% | −3,711−9.3% | Reduced |
| Bank of Nova Scotia | 36,259 | $2.91M | 0.01% | −160.0% | Reduced |
| Centiva Capital, LP | 35,604 | $2.86M | 0.16% | +35,604 | New |
| Summit Partners Public Asset Management, LLC | 35,000 | $2.81M | 0.13% | +35,000 | New |
| Rafferty Asset Management, LLC | 34,961 | $2.80M | 0.01% | −4,207−10.7% | Reduced |
| British Columbia Investment Management Corp | 34,861 | $2.80M | 0.02% | +1,252+3.7% | Added |
| La Financiere de L'Echiquier | 34,570 | $2.77M | 0.12% | −45,949−57.1% | Reduced |
| Public Sector Pension Investment Board | 34,554 | $2.77M | 0.02% | −390−1.1% | Reduced |
| Pacitti Group Inc. | 34,263 | $2.77M | 1.49% | +207+0.6% | Added |
| Venture Visionary Partners LLC | 34,326 | $2.75M | 0.13% | +503+1.5% | Added |
| Cyndeo Wealth Partners, LLC | 33,913 | $2.72M | 0.23% | −1,344−3.8% | Reduced |
| Warren Averett Asset Management, LLC | 32,916 | $2.64M | 0.06% | −1,265−3.7% | Reduced |
| Terra Nova Asset Management LLC | 32,289 | $2.59M | 2.06% | +3,700+12.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 31,980 | $2.57M | 0.10% | +93+0.3% | Added |
| Sage Capital Management, LLC | 31,823 | $2.55M | 1.39% | +269+0.9% | Added |
| Stock Yards Bank & Trust Co | 30,856 | $2.47M | 0.08% | +4,281+16.1% | Added |
| Public Employees Retirement Association of Colorado | 30,785 | $2.47M | 0.01% | −1,240−3.9% | Reduced |
| Wolverine Asset Management LLC | 30,721 | $2.46M | 0.05% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 30,218 | $2.42M | 0.70% | −61−0.2% | Reduced |
| Madison Asset Management, LLC | 30,083 | $2.41M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,415 | $2.36M | 0.02% | +3,590+13.9% | Added |
| Morse Asset Management, Inc | 29,115 | $2.33M | 0.60% | −7,075−19.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,958 | $2.32M | 0.03% | −1,263−4.2% | Reduced |
| CoreCap Advisors, LLC | 28,895 | $2.32M | 0.12% | −2,096−6.8% | Reduced |
| Spirit of America Management Corp | 28,800 | $2.31M | 0.47% | +2,900+11.2% | Added |
| PFG Investments, LLC | 28,618 | $2.30M | 0.14% | +8,529+42.5% | Added |