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.
| 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 2025
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 295 | $25.4K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 300 | $25.8K | 0.01% | +300 | New |
| Financial Network Wealth Advisors LLC | 300 | $25.8K | 0.03% | +300 | New |
| Caitong International Asset Management Co., Ltd | 307 | $26.4K | 0.02% | −353−53.5% | Reduced |
| Godsey & Gibb Associates | 325 | $28.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $29.9K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 350 | $30.1K | 0.02% | −150−30.0% | Reduced |
| Piscataqua Savings Bank | 353 | $30.4K | 0.03% | 00.0% | Unchanged |
| Transce3nd, LLC | 362 | $31.1K | 0.01% | −923−71.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 390 | $33.6K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 395 | $34.0K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $34.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $34.4K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $34.4K | 0.01% | +400 | New |
| Canton Hathaway, LLC | 411 | $35.0K | 0.01% | +11+2.8% | Added |
| AdvisorNet Financial, Inc | 409 | $35.2K | 0.00% | +2+0.5% | Added |
| Medallion Wealth Advisors, LLC | 420 | $36.1K | 0.02% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 432 | $37.0K | 0.02% | +432 | New |
| Quest 10 Wealth Builders, Inc. | 433 | $37.3K | 0.04% | −62−12.5% | Reduced |
| Loomis Sayles & Co L P | 447 | $38.0K | 0.00% | −329−42.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 442 | $38.4K | 0.00% | +2+0.5% | Added |
| Dunhill Financial, LLC | 453 | $39.0K | 0.02% | −14−3.0% | Reduced |
| Franchise Capital Ltd | 455 | $39.1K | 0.02% | +455 | New |
| Hanson & Doremus Investment Management | 475 | $41.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 493 | $42.0K | 0.00% | −524−51.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 500 | $43.0K | 0.02% | +500 | New |
| Crewe Advisors LLC | 505 | $43.5K | 0.01% | +500+10,000.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 504 | $43.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 515 | $44.3K | 0.02% | −45−8.0% | Reduced |
| Compass Wealth Management LLC | 525 | $45.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $45.3K | 0.00% | −43,298−98.8% | Reduced |
| Zions Bancorporation, National Association | 536 | $46.1K | 0.00% | +536 | New |
| CVA Family Office, LLC | 549 | $47.2K | 0.01% | +50+10.0% | Added |
| Plante Moran Financial Advisors, LLC | 555 | $47.8K | 0.00% | +555 | New |
| North Star Investment Management Corp. | 570 | $49.0K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 572 | $49.2K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 579 | $49.8K | 0.00% | +90+18.4% | Added |
| Oakworth Capital, Inc. | 579 | $49.8K | 0.00% | +59+11.3% | Added |
| Sawyer & Company, Inc | 595 | $51.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 596 | $51.3K | 0.03% | +4+0.7% | Added |
| GHP Investment Advisors, Inc. | 610 | $52.5K | 0.00% | +4+0.7% | Added |
| Proffitt & Goodson Inc | 622 | $53.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 626 | $53.9K | 0.01% | +2+0.3% | Added |
| True Wealth Design, LLC | 629 | $54.2K | 0.02% | +7+1.1% | Added |
| Rothschild Investment LLC | 640 | $55.1K | 0.00% | −320−33.3% | Reduced |
| First Horizon Advisors, Inc. | 650 | $55.9K | 0.00% | −700−51.9% | Reduced |
| Valley National Advisers Inc | 655 | $56.0K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 735 | $63.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 748 | $64.4K | 0.02% | −13−1.7% | Reduced |
| Optimum Investment Advisors | 750 | $64.5K | 0.03% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 755 | $65.0K | 0.01% | +150+24.8% | Added |
| Sentry Investment Management LLC | 839 | $65.0K | 0.04% | −251−23.0% | Reduced |
| Bank of New Hampshire | 795 | $68.4K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 820 | $70.6K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 829 | $72.0K | 0.05% | +18+2.2% | Added |
| Avion Wealth | 699 | $73.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 856 | $74.0K | 0.00% | −611−41.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 861 | $74.8K | 0.02% | −20−2.3% | Reduced |
| Sandy Spring Bank | 900 | $77.5K | 0.00% | −23−2.5% | Reduced |
| SRS Capital Advisors, Inc. | 914 | $78.7K | 0.01% | −16−1.7% | Reduced |
| Sound Income Strategies, LLC | 922 | $79.3K | 0.00% | +1+0.1% | Added |
| Clearstead Advisors, LLC | 934 | $80.4K | 0.00% | +4+0.4% | Added |
| JFS Wealth Advisors, LLC | 947 | $81.5K | 0.01% | −9−0.9% | Reduced |
| Geneos Wealth Management Inc. | 978 | $84.1K | 0.00% | −164−14.4% | Reduced |
| Hexagon Capital Partners LLC | 1,000 | $86.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,017 | $87.5K | 0.00% | +618+154.9% | Added |
| EverSource Wealth Advisors, LLC | 1,022 | $87.9K | 0.00% | −1,405−57.9% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $88.3K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 1,095 | $94.2K | 0.01% | +1,095 | New |
| First Command Advisory Services, Inc. | 1,100 | $94.6K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,101 | $94.7K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,113 | $95.8K | 0.01% | +126+12.8% | Added |
| Addison Advisors LLC | 1,173 | $100.9K | 0.03% | −218−15.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,184 | $101.9K | 0.00% | −7,963−87.1% | Reduced |
| Peoples Bank | 1,235 | $106.3K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,265 | $108.8K | 0.01% | −11−0.9% | Reduced |
| Toth Financial Advisory Corp | 1,279 | $110.0K | 0.01% | −75−5.5% | Reduced |
| Silvant Capital Management LLC | 1,292 | $111.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,315 | $113.1K | 0.00% | −71,899−98.2% | Reduced |
| Vision Financial Markets LLC | 1,350 | $116.2K | 0.13% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $118.7K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,426 | $122.0K | 0.00% | −680−32.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,462 | $125.8K | 0.02% | −9−0.6% | Reduced |
| Muzinich & Co., Inc. | 1,472 | $126.7K | 0.08% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $126.7K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $129.1K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,501 | $129.1K | 0.06% | −418−21.8% | Reduced |
| Park Square Financial Group, LLC | 1,597 | $137.4K | 0.11% | −1,394−46.6% | Reduced |
| SJS Investment Consulting Inc. | 1,600 | $137.7K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 1,619 | $139.3K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,647 | $141.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,670 | $142.1K | 0.01% | −123−6.9% | Reduced |
| Tower View Investment Management & Research LLC | 1,654 | $142.3K | 0.08% | +12+0.7% | Added |
| CoreCap Advisors, LLC | 1,657 | $142.6K | 0.01% | −25,997−94.0% | Reduced |
| Larson Financial Group LLC | 1,659 | $142.8K | 0.01% | +1,101+197.3% | Added |
| Rosenberg Matthew Hamilton | 1,680 | $144.5K | 0.04% | +605+56.3% | Added |
| NVWM, LLC | 1,699 | $146.2K | 0.04% | +5+0.3% | Added |
| ORG Partners LLC | 1,658 | $152.8K | 0.04% | −13,951−89.4% | Reduced |