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Livermore
ZHEN

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 8 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 2025

Institutional positions in Iron Mountain Inc as of Mar 31, 2025. 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
995
−56 vs. Q4 2024
Shares held
245.2M
+10.9M (+4.6%) vs. Q4 2024
Total value
$21.1B
−$3.56B (−14.4%) vs. Q4 2024
New holders
88
348 more added
Sold out
144
401 more reduced

16 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 995 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ1 2025: $21.1B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2024.

Institutions holding IRM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC0$160.00%0Unchanged
Private Wealth Management Group, LLC1$870.00%−1−50.0%Reduced
Colonial Trust Co4$3400.00%−5−55.6%Reduced
GoalVest Advisory LLC4$3440.00%+4New
Bear Mountain Capital, Inc.4$3630.00%+4New
Tortoise Investment Management, LLC5$4300.00%00.0%Unchanged
Wolff Wiese Magana LLC5$4310.00%00.0%Unchanged
Ruedi Wealth Management, Inc.6$5160.00%00.0%Unchanged
Bokf, NA6$5160.00%00.0%Unchanged
TFC Financial Management6$5170.00%00.0%Unchanged
Winnow Wealth LLC7$5400.00%+2+40.0%Added
Greenline Partners, LLC7$6020.00%+7New
American Capital Advisory, LLC7$6030.00%+7New
MPWM Advisory Solutions, LLC10$8600.00%00.0%Unchanged
Aspect Partners, LLC11$9460.00%−3−21.4%Reduced
Capital Advisors, Ltd. LLC11$1.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.7$1.00K0.00%+7New
Millstone Evans Group, LLC14$1.21K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC15$1.29K0.00%00.0%Unchanged
Clark Wealth Partners15$1.29K0.00%+1+7.1%Added
Principia Wealth Advisory, LLC16$1.35K0.00%+8+100.0%Added
CBIZ Investment Advisory Services, LLC17$1.48K0.00%+17New
POM Investment Strategies, LLC19$1.65K0.00%00.0%Unchanged
Dogwood Wealth Management LLC20$1.73K0.00%+20New
Pineridge Advisors LLC22$1.89K0.00%00.0%Unchanged
Rialto Wealth Management, LLC23$1.98K0.00%+23New
Tobam19$2.00K0.00%−690−97.3%Reduced
Ogorek Anthony Joseph25$2.00K0.00%+25New
Cornerstone Planning Group LLC25$2.11K0.00%+6+31.6%Added
Continuum Advisory, LLC25$2.15K0.00%−486−95.1%Reduced
WealthTrak Capital Management LLC25$2.15K0.00%+15+150.0%Added
Hughes Financial Services, LLC25$2.17K0.00%+25New
Trifecta Capital Advisors, LLC27$2.32K0.00%00.0%Unchanged
Holos Integrated Wealth LLC29$2.46K0.00%+1+3.6%Added
Hollencrest Capital Management29$2.50K0.00%00.0%Unchanged
Raffa Wealth Management, LLC31$2.67K0.00%−125−80.1%Reduced
UMA Financial Services, Inc.32$2.78K0.00%00.0%Unchanged
Activest Wealth Management33$2.84K0.00%+33New
NewSquare Capital LLC34$2.92K0.00%+23+209.1%Added
Grove Bank & Trust35$3.01K0.00%−100−74.1%Reduced
Global Financial Private Client, LLC37$3.18K0.00%00.0%Unchanged
Sierra Ocean, LLC38$3.28K0.00%+11+40.7%Added
Bruce G. Allen Investments, LLC41$3.53K0.00%00.0%Unchanged
Copia Wealth Management42$3.61K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC46$3.96K0.00%+46New
Mowery & Schoenfeld Wealth Management, LLC49$4.22K0.01%−7−12.5%Reduced
Innovative Advisory Group, LLC50$4.30K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.56$4.82K0.00%−45−44.6%Reduced
High Note Wealth, LLC57$4.90K0.00%+7+14.0%Added
Farmers & Merchants Trust Co of Chambersburg PA58$5.00K0.00%00.0%Unchanged
WPG Advisers, LLC66$5.68K0.01%+49+288.2%Added
Marshall & Sterling Wealth Advisors Inc.69$5.94K0.00%+69New
S&T Bank75$6.45K0.00%+75New
Carolinas Wealth Consulting LLC82$7.04K0.00%−1,062−92.8%Reduced
Asset Dedication, LLC85$7.31K0.00%00.0%Unchanged
Anfield Capital Management, LLC88$7.57K0.00%00.0%Unchanged
Creative Financial Designs Inc90$7.74K0.00%+90New
Red Tortoise LLC94$8.09K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC100$8.60K0.00%00.0%Unchanged
Hoese & Co LLP100$8.60K0.01%00.0%Unchanged
Meeder Asset Management Inc103$8.86K0.00%−49−32.2%Reduced
LRI Investments, LLC106$9.12K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$9.72K0.00%00.0%Unchanged
Saudi Central Bank115$9.89K0.05%+115New
Manchester Capital Management LLC116$9.98K0.00%+38+48.7%Added
MV Capital Management, Inc.118$10.2K0.00%+16+15.7%Added
Mark Sheptoff Financial Planning, LLC123$10.6K0.01%00.0%Unchanged
Tidemark, LLC125$10.8K0.00%00.0%Unchanged
Bellwether Advisors, LLC128$11.0K0.00%00.0%Unchanged
South State Corp.129$11.1K0.00%+129New
Bell Investment Advisors, Inc131$11.3K0.00%00.0%Unchanged
Accordant Advisory Group Inc137$11.8K0.01%00.0%Unchanged
Versant Capital Management, Inc138$11.9K0.00%−80−36.7%Reduced
Park Place Capital Corp141$12.1K0.00%00.0%Unchanged
Global Wealth Strategies & Associates150$12.9K0.00%+150New
Hemington Wealth Management164$14.0K0.00%00.0%Unchanged
Chesapeake Asset Management LLC170$14.6K0.01%−5−2.9%Reduced
Covestor Ltd182$16.0K0.01%−1−0.5%Reduced
Coston, McIsaac & Partners186$16.0K0.00%+1+0.5%Added
GW&K Investment Management, LLC183$16.0K0.00%+25+15.8%Added
Provenance Wealth Advisors, LLC189$16.3K0.00%+189New
Rise Advisors, LLC192$16.5K0.01%+45+30.6%Added
Sunbelt Securities, Inc.196$16.9K0.00%−164−45.6%Reduced
Main Street Group, LTD200$17.2K0.01%+200New
Farmers & Merchants Investments Inc205$17.6K0.00%00.0%Unchanged
Chilton Capital Management LLC205$17.6K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC215$18.5K0.00%+215New
Central Pacific Bank - Trust Division232$20.0K0.00%+69+42.3%Added
Quent Capital, LLC244$21.0K0.00%−32−11.6%Reduced
IMG Wealth Management, Inc.244$21.0K0.02%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC250$21.5K0.00%00.0%Unchanged
PFS Partners, LLC250$21.5K0.01%00.0%Unchanged
Key Financial Inc251$21.6K0.00%−1−0.4%Reduced
Beacon Capital Management, LLC260$22.4K0.00%+10+4.0%Added
Thompson Investment Management, Inc.264$22.7K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.264$22.8K0.01%−1,197−81.9%Reduced
Harbor Capital Advisors, Inc.266$23.0K0.00%−369−58.1%Reduced
ORG Wealth Partners, LLC268$23.3K0.01%−501−65.1%Reduced
West Branch Capital LLC275$23.7K0.01%00.0%Unchanged
Cary Street Partner Investment Advisory LLC279$24.0K0.01%+18+6.9%Added