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 |
|---|---|---|---|---|---|
| Pensionfund Sabic | 28,500 | $2.29M | 0.68% | +3,000+11.8% | Added |
| D. E. Shaw & Co., Inc. | 28,293 | $2.27M | 0.00% | −43,720−60.7% | Reduced |
| Cubic Asset Management, LLC | 27,525 | $2.21M | 0.52% | 00.0% | Unchanged |
| Ostrum Asset Management | 27,524 | $2.21M | 0.17% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 27,464 | $2.20M | 1.38% | −150−0.5% | Reduced |
| Green Alpha Advisors, LLC | 27,127 | $2.18M | 1.58% | +5,230+23.9% | Added |
| Capital Investment Advisors, LLC | 26,762 | $2.15M | 0.05% | −1,011−3.6% | Reduced |
| Sippican Capital Advisors | 26,687 | $2.14M | 1.66% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 26,594 | $2.13M | 0.05% | +1,113+4.4% | Added |
| Fifth Third Bancorp | 26,304 | $2.11M | 0.01% | −555−2.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 25,552 | $2.05M | 0.01% | +10,461+69.3% | Added |
| American Assets Capital Advisers, LLC | 25,499 | $2.05M | 0.58% | +25,499 | New |
| Advisory Services Network, LLC | 25,284 | $2.03M | 0.04% | +2,026+8.7% | Added |
| Commerce Bank | 25,102 | $2.01M | 0.01% | +2,855+12.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 25,066 | $2.01M | 0.12% | +25,066 | New |
| Oregon Public Employees Retirement Fund | 24,930 | $2.00M | 0.04% | +2,100+9.2% | Added |
| Davenport & Co LLC | 24,754 | $1.99M | 0.01% | +2,595+11.7% | Added |
| Gables Capital Management Inc. | 24,590 | $1.97M | 1.09% | +605+2.5% | Added |
| Nordea Investment Management AB | 24,524 | $1.97M | 0.00% | +3,596+17.2% | Added |
| Horizon Kinetics Asset Management LLC | 24,500 | $1.97M | 0.04% | −1,950−7.4% | Reduced |
| Ancora Advisors, LLC | 24,464 | $1.96M | 0.04% | −581−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 24,235 | $1.94M | 0.04% | −1,788−6.9% | Reduced |
| Prana Capital Management, LP | 24,225 | $1.94M | 0.09% | +24,225 | New |
| Delphi Management Inc | 24,106 | $1.93M | 1.50% | −1,306−5.1% | Reduced |
| Norinchukin Bank, The | 24,035 | $1.93M | 0.06% | −289−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 24,034 | $1.93M | 0.03% | −1,889−7.3% | Reduced |
| Corrado Advisors, LLC | 24,022 | $1.93M | 1.27% | −953−3.8% | Reduced |
| Gulf International Bank (UK) Ltd | 23,892 | $1.92M | 0.05% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 23,820 | $1.91M | 0.02% | −1,239−4.9% | Reduced |
| Truvestments Capital LLC | 23,673 | $1.90M | 0.73% | −33,288−58.4% | Reduced |
| Atria Investments LLC | 23,352 | $1.87M | 0.03% | +23,352 | New |
| National Asset Management, Inc. | 30,788 | $1.85M | 0.05% | +681+2.3% | Added |
| Promethos Capital, LLC | 22,962 | $1.84M | 1.08% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 22,895 | $1.84M | 1.37% | −1,400−5.8% | Reduced |
| Heritage Trust Co | 22,877 | $1.83M | 0.25% | +400+1.8% | Added |
| Edgestream Partners, L.P. | 22,876 | $1.83M | 0.09% | −33,446−59.4% | Reduced |
| Apollon Wealth Management, LLC | 22,664 | $1.82M | 0.06% | −1,448−6.0% | Reduced |
| Ellsworth Advisors, LLC | 23,904 | $1.82M | 0.52% | +601+2.6% | Added |
| TFG Advisers LLC | 22,515 | $1.81M | 0.71% | +1,104+5.2% | Added |
| State Farm Mutual Automobile Insurance Co | 22,500 | $1.80M | 0.00% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 22,428 | $1.80M | 0.46% | +2,407+12.0% | Added |
| Cerity Partners LLC | 22,393 | $1.80M | 0.00% | +11,870+112.8% | Added |
| PGGM Investments | 22,369 | $1.79M | 0.03% | +6,475+40.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,354 | $1.79M | 0.03% | +11,902+113.9% | Added |
| Kentucky Retirement Systems | 22,175 | $1.78M | 0.05% | −1,187−5.1% | Reduced |
| US Bancorp | 22,122 | $1.77M | 0.00% | −4,165−15.8% | Reduced |
| KCM Investment Advisors LLC | 21,910 | $1.76M | 0.06% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 21,837 | $1.75M | 0.42% | −3,441−13.6% | Reduced |
| Fiduciary Trust Co | 21,496 | $1.72M | 0.03% | +242+1.1% | Added |
| SpiderRock Advisors, LLC | 21,495 | $1.71M | 0.06% | +21,495 | New |
| MSH Capital Advisors LLC | 21,011 | $1.69M | 0.59% | −14,892−41.5% | Reduced |
| Metropolitan Life Insurance Co | 20,792 | $1.67M | 0.07% | −32−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 20,614 | $1.65M | 0.02% | +974+5.0% | Added |
| Illinois Municipal Retirement Fund | 20,469 | $1.64M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 22,108 | $1.64M | 0.03% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 20,127 | $1.61M | 0.46% | −689−3.3% | Reduced |
| Park Avenue Securities LLC | 19,851 | $1.59M | 0.02% | +3,895+24.4% | Added |
| Future Financial Wealth Managment LLC | 19,825 | $1.59M | 1.22% | −176−0.9% | Reduced |
| Eagle Ridge Investment Management | 19,702 | $1.58M | 0.15% | 00.0% | Unchanged |
| Trust Investment Advisors | 19,373 | $1.55M | 1.12% | −166−0.8% | Reduced |
| Hartford Investment Management Co | 18,941 | $1.52M | 0.05% | −723−3.7% | Reduced |
| Highline Wealth Partners LLC | 18,776 | $1.51M | 0.61% | −1,481−7.3% | Reduced |
| Ossiam | 18,759 | $1.50M | 0.03% | −14,926−44.3% | Reduced |
| Moody National Bank Trust Division | 18,703 | $1.50M | 0.12% | +410+2.2% | Added |
| Naviter Wealth, LLC | 18,412 | $1.49M | 0.24% | +66+0.4% | Added |
| Toroso Investments, LLC | 18,416 | $1.48M | 0.03% | +13,621+284.1% | Added |
| InterOcean Capital Group, LLC | 18,360 | $1.47M | 0.04% | +834+4.8% | Added |
| ING Groep NV | 18,211 | $1.46M | 0.01% | +13,137+258.9% | Added |
| Genesee Capital Advisors, LLC | 18,180 | $1.46M | 0.80% | +233+1.3% | Added |
| Ziegler Capital Management, LLC | 18,127 | $1.45M | 0.06% | −13,302−42.3% | Reduced |
| Claro Advisors LLC | 18,019 | $1.45M | 0.25% | +18,019 | New |
| Community Bank of Raymore | 17,665 | $1.42M | 0.67% | +1,015+6.1% | Added |
| HighPoint Advisor Group LLC | 18,026 | $1.41M | 0.10% | −268−1.5% | Reduced |
| Adelante Capital Management LLC | 17,552 | $1.41M | 0.09% | +3,508+25.0% | Added |
| Fagan Associates, Inc. | 17,513 | $1.40M | 0.26% | −345−1.9% | Reduced |
| Securian Asset Management, Inc | 17,197 | $1.38M | 0.04% | −1,287−7.0% | Reduced |
| Louisiana State Employees Retirement System | 17,000 | $1.36M | 0.03% | −700−4.0% | Reduced |
| Lincoln National Corp | 16,961 | $1.36M | 0.02% | −3,030−15.2% | Reduced |
| King Luther Capital Management Corp | 16,948 | $1.36M | 0.01% | −316−1.8% | Reduced |
| JustInvest LLC | 16,605 | $1.33M | 0.03% | +3,936+31.1% | Added |
| Bleakley Financial Group, LLC | 16,565 | $1.33M | 0.04% | +353+2.2% | Added |
| Simplicity Wealth,LLC | 16,521 | $1.33M | 0.03% | +16,521 | New |
| Beacon Pointe Advisors, LLC | 16,108 | $1.29M | 0.01% | +3,291+25.7% | Added |
| Coppell Advisory Solutions Corp. | 15,950 | $1.28M | 0.24% | +15,950 | New |
| Pathway Financial Advisers, LLC | 15,574 | $1.25M | 0.45% | −3,754−19.4% | Reduced |
| Metis Global Partners, LLC | 15,573 | $1.25M | 0.05% | +488+3.2% | Added |
| Cary Street Partner Investment Advisory LLC | 15,534 | $1.25M | 0.05% | +88+0.6% | Added |
| Zacks Investment Management | 15,445 | $1.24M | 0.01% | +15,445 | New |
| Royal Fund Management, LLC | 15,419 | $1.24M | 0.14% | −150−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,344 | $1.23M | 0.01% | +3,906+34.1% | Added |
| UniSuper Management Pty Ltd | 15,037 | $1.21M | 0.01% | −141,948−90.4% | Reduced |
| XTX Topco Ltd | 14,943 | $1.20M | 0.16% | +14,943 | New |
| Boston Private Wealth LLC | 14,927 | $1.20M | 0.03% | −7,946−34.7% | Reduced |
| RFG Advisory, LLC | 14,926 | $1.20M | 0.04% | −1,141−7.1% | Reduced |
| New Mexico Educational Retirement Board | 14,740 | $1.18M | 0.04% | −400−2.6% | Reduced |
| Chesley Taft & Associates LLC | 14,650 | $1.18M | 0.06% | +150+1.0% | Added |
| Beacon Financial Advisory LLC | 14,621 | $1.17M | 0.57% | −590−3.9% | Reduced |
| Kestra Private Wealth Services, LLC | 14,181 | $1.15M | 0.03% | +14,181 | New |
| Roman Butler Fullerton & Co | 14,931 | $1.13M | 0.42% | −1,462−8.9% | Reduced |
| Reik & Co., LLC | 14,080 | $1.13M | 0.28% | −200−1.4% | Reduced |