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 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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 1,800 | $154.9K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 1,801 | $155.0K | 0.01% | −3,000−62.5% | Reduced |
| Coastline Trust Co | 1,856 | $159.7K | 0.02% | +44+2.4% | Added |
| Blue Bell Private Wealth Management, LLC | 1,969 | $169.4K | 0.03% | +1,969 | New |
| Cullen/Frost Bankers, Inc. | 2,000 | $172.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $172.1K | 0.06% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,050 | $176.4K | 0.04% | −25,460−92.5% | Reduced |
| Heritage Wealth Advisors | 2,222 | $191.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,305 | $198.3K | 0.02% | −549−19.2% | Reduced |
| Argentarii, LLC | 2,333 | $200.7K | 0.10% | +2,333 | New |
| Waldron Private Wealth LLC | 2,338 | $202.9K | 0.01% | +2,338 | New |
| Schmidt P J Investment Management Inc | 2,360 | $203.1K | 0.04% | −500−17.5% | Reduced |
| Quarry LP | 2,399 | $206.4K | 0.05% | +1,524+174.2% | Added |
| Fielder Capital Group LLC | 2,409 | $207.3K | 0.06% | +10.0% | Added |
| Ausdal Financial Partners, Inc. | 2,446 | $210.4K | 0.02% | +97+4.1% | Added |
| Triasima Portfolio Management inc. | 2,450 | $210.8K | 0.04% | −26,090−91.4% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,458 | $211.5K | 0.10% | +2,458 | New |
| Mather Group, LLC. | 2,467 | $212.3K | 0.00% | −115−4.5% | Reduced |
| Belpointe Asset Management LLC | 2,476 | $213.1K | 0.01% | −4,774−65.8% | Reduced |
| Duncan Williams Asset Management, LLC | 2,482 | $213.6K | 0.08% | +16+0.6% | Added |
| Iron Financial, LLC | 2,483 | $213.6K | 0.12% | +2,483 | New |
| Lighthouse Investment Partners, LLC | 2,500 | $215.1K | 0.01% | +2,500 | New |
| Carnegie Capital Asset Management, LLC | 2,777 | $215.3K | 0.01% | +500+22.0% | Added |
| Capital Square, LLC | 2,522 | $217.0K | 0.13% | +2,522 | New |
| Samalin Investment Counsel, LLC | 2,526 | $217.4K | 0.09% | +2,526 | New |
| Umb Bank N A | 2,530 | $217.7K | 0.00% | −4,148−62.1% | Reduced |
| Centerpoint Advisory Group | 2,535 | $218.1K | 0.21% | −50−1.9% | Reduced |
| Richard P Slaughter Associates Inc | 2,544 | $218.9K | 0.05% | −6,303−71.2% | Reduced |
| Segment Wealth Management, LLC | 2,578 | $221.8K | 0.02% | −22−0.8% | Reduced |
| Walker Asset Management, LLC | 2,599 | $223.6K | 0.14% | −1,272−32.9% | Reduced |
| Brookwood Investment Group LLC | 2,602 | $223.9K | 0.04% | +2,602 | New |
| Channel Wealth LLC | 2,619 | $225.3K | 0.07% | +50+1.9% | Added |
| Seed Wealth Management, Inc. | 2,620 | $225.4K | 0.18% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,632 | $226.5K | 0.01% | −183−6.5% | Reduced |
| Aberdeen Wealth Management LLC | 2,645 | $227.6K | 0.16% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,352 | $228.0K | 0.03% | +15+0.6% | Added |
| Savvy Advisors, Inc. | 2,668 | $229.6K | 0.02% | +141+5.6% | Added |
| Advisor Resource Council | 3,419 | $230.5K | 0.02% | +3,419 | New |
| Allen Investment Management LLC | 2,696 | $232.0K | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,698 | $232.2K | 0.04% | +101+3.9% | Added |
| Investment House LLC | 2,700 | $232.3K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,700 | $232.3K | 0.02% | +550+25.6% | Added |
| Mosaic Family Wealth Partners, LLC | 2,713 | $233.4K | 0.03% | +673+33.0% | Added |
| Diversify Wealth Management, LLC | 2,645 | $233.5K | 0.02% | +230+9.5% | Added |
| Jaffetilchin Investment Partners, LLC | 2,722 | $234.2K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,814 | $234.8K | 0.01% | −433−13.3% | Reduced |
| Howland Capital Management LLC | 2,727 | $236.3K | 0.01% | −552−16.8% | Reduced |
| Strategic Investment Solutions, Inc. | 2,763 | $237.7K | 0.07% | +2,563+1,281.5% | Added |
| Seelaus Asset Management LLC | 2,775 | $238.8K | 0.23% | +75+2.8% | Added |
| Keybank National Association | 2,790 | $240.0K | 0.00% | −2,128−43.3% | Reduced |
| Premier Path Wealth Partners, LLC | 2,790 | $240.1K | 0.04% | −54−1.9% | Reduced |
| IFP Advisors, Inc | 2,799 | $240.9K | 0.01% | −1,614−36.6% | Reduced |
| Jordan Park Group LLC | 2,803 | $241.2K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 2,815 | $242.2K | 0.03% | −20−0.7% | Reduced |
| Perennial Investment Advisors, LLC | 2,836 | $244.0K | 0.03% | +291+11.4% | Added |
| We Are One Seven, LLC | 2,838 | $244.2K | 0.01% | −21,692−88.4% | Reduced |
| Ameritas Investment Partners, Inc. | 2,859 | $246.0K | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,869 | $246.8K | 0.03% | −663−18.8% | Reduced |
| Crestwood Advisors Group LLC | 2,876 | $247.5K | 0.00% | −195−6.3% | Reduced |
| Warm Springs Advisors Inc. | 2,900 | $249.5K | 0.25% | +326+12.7% | Added |
| Cookson Peirce & Co Inc | 2,919 | $251.2K | 0.01% | −451,633−99.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,928 | $252.0K | 0.03% | +10+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 2,929 | $252.0K | 0.06% | −485−14.2% | Reduced |
| Charter Oak Capital Management, LLC | 2,931 | $252.2K | 0.02% | +7+0.2% | Added |
| Cigna Investments Inc | 2,936 | $253.0K | 0.05% | −53−1.8% | Reduced |
| Skopos Labs, Inc. | 2,954 | $254.2K | 0.05% | +401+15.7% | Added |
| Intrua Financial, LLC | 2,963 | $254.9K | 0.04% | +9+0.3% | Added |
| IMA Wealth, Inc. | 2,954 | $256.5K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,000 | $258.1K | 0.20% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,014 | $259.3K | 0.01% | +115+4.0% | Added |
| Clean Yield Group | 3,022 | $260.0K | 0.08% | −20−0.7% | Reduced |
| Cooper Financial Group | 3,042 | $261.8K | 0.03% | +90+3.0% | Added |
| Dynamic Advisor Solutions LLC | 3,075 | $264.6K | 0.01% | +619+25.2% | Added |
| Fortis Capital Management LLC | 3,089 | $265.8K | 0.05% | +3,089 | New |
| American Investment Services, Inc. | 3,103 | $267.0K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 3,119 | $268.3K | 0.01% | −6,796−68.5% | Reduced |
| Keystone Wealth Services, LLC | 3,127 | $269.0K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,141 | $270.2K | 0.02% | +3+0.1% | Added |
| Sovereign Financial Group, Inc. | 3,145 | $270.6K | 0.06% | +3+0.1% | Added |
| Keystone Financial Group | 3,181 | $273.7K | 0.03% | +8+0.3% | Added |
| Beaumont Financial Advisors, LLC | 3,217 | $276.8K | 0.02% | −16−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 3,229 | $277.8K | 0.02% | +187+6.1% | Added |
| Whittier Trust Co | 3,265 | $280.9K | 0.00% | +108+3.4% | Added |
| SeaCrest Wealth Management, LLC | 3,281 | $282.3K | 0.03% | −2,509−43.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,312 | $285.0K | 0.00% | +118+3.7% | Added |
| Advisors Management Group Inc | 3,309 | $285.0K | 0.06% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,314 | $285.1K | 0.01% | +3,314 | New |
| Evergreen Capital Management LLC | 3,317 | $285.5K | 0.01% | +283+9.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,322 | $285.8K | 0.32% | −1,000−23.1% | Reduced |
| Great Valley Advisor Group, Inc. | 3,325 | $285.9K | 0.01% | +745+28.9% | Added |
| Retirement Income Solutions, Inc | 3,350 | $288.2K | 0.06% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,350 | $288.2K | 0.11% | +3,250+3,250.0% | Added |
| Foster & Motley Inc | 3,375 | $290.0K | 0.02% | −25−0.7% | Reduced |
| Southland Equity Partners LLC | 3,396 | $292.2K | 0.07% | +5+0.1% | Added |
| Robinson Smith Wealth Advisors LLC | 3,425 | $294.7K | 0.25% | +825+31.7% | Added |
| Mechanics Bank Trust Department | 3,428 | $294.9K | 0.04% | +3,428 | New |
| Natural Investments, LLC | 3,450 | $296.0K | 0.08% | +11+0.3% | Added |
| Mission Wealth Management, LP | 3,441 | $296.1K | 0.01% | −4−0.1% | Reduced |
| Richard W. Paul & Associates, LLC | 3,442 | $296.2K | 0.12% | −27−0.8% | Reduced |
| Lokken Investment Group LLC | 3,479 | $299.3K | 0.13% | +5+0.1% | Added |