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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 3,491 | $300.3K | 0.14% | −41−1.2% | Reduced |
| Philadelphia Trust Co | 3,500 | $301.0K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,500 | $301.1K | 0.08% | −200−5.4% | Reduced |
| Long Road Investment Counsel, LLC | 3,500 | $301.1K | 0.12% | +3,500 | New |
| Aire Advisors, LLC | 3,504 | $301.5K | 0.06% | −192−5.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,520 | $303.3K | 0.04% | −141−3.9% | Reduced |
| Palacios Wealth Management, LLC | 3,525 | $303.3K | 0.28% | 00.0% | Unchanged |
| Monument Capital Management | 3,553 | $305.7K | 0.09% | −5,336−60.0% | Reduced |
| Marex Group plc | 3,578 | $307.9K | 0.01% | −920−20.5% | Reduced |
| Strategic Blueprint, LLC | 3,592 | $309.0K | 0.02% | −206−5.4% | Reduced |
| Clarius Group, LLC | 3,595 | $309.3K | 0.02% | +1,623+82.3% | Added |
| Blue Rock Wealth Management LLC | 3,600 | $309.7K | 0.26% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,604 | $310.1K | 0.04% | +3,604 | New |
| Cetera Trust Company, N.A | 3,625 | $311.9K | 0.20% | 00.0% | Unchanged |
| Severin Investments, LLC | 3,631 | $312.4K | 0.31% | +182+5.3% | Added |
| Aristeia Capital LLC | 3,640 | $313.2K | 0.01% | +714+24.4% | Added |
| Destination Wealth Management | 3,646 | $313.7K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,647 | $313.8K | 0.02% | −9,921−73.1% | Reduced |
| Summit Trail Advisors, LLC | 3,619 | $315.3K | 0.01% | −2,085−36.6% | Reduced |
| RMR Wealth Builders | 3,650 | $317.0K | 0.03% | −102−2.7% | Reduced |
| Perigon Wealth Management, LLC | 3,728 | $320.8K | 0.01% | −356−8.7% | Reduced |
| Parallel Advisors, LLC | 3,752 | $322.8K | 0.01% | −13−0.3% | Reduced |
| International Assets Investment Management, LLC | 3,791 | $326.2K | 0.03% | +102+2.8% | Added |
| Crown Wealth Group, LLC | 3,797 | $326.7K | 0.17% | +39+1.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $327.0K | 0.03% | 00.0% | Unchanged |
| Citizens Business Bank | 3,800 | $327.0K | 0.07% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 3,806 | $327.5K | 0.21% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,813 | $329.8K | 0.01% | 00.0% | Unchanged |
| Park National Corp | 3,838 | $330.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,848 | $331.1K | 0.09% | −900−19.0% | Reduced |
| Cynosure Management, LLC | 3,853 | $331.5K | 0.05% | +989+34.5% | Added |
| Cornerstone Wealth Group, LLC | 3,905 | $336.0K | 0.03% | +4+0.1% | Added |
| Bogart Wealth, LLC | 3,907 | $336.2K | 0.02% | −64−1.6% | Reduced |
| GAMMA Investing LLC | 3,972 | $341.8K | 0.03% | −357−8.2% | Reduced |
| Axis Wealth Partners, LLC | 4,020 | $345.9K | 0.26% | +3+0.1% | Added |
| Profund Advisors LLC | 4,021 | $346.0K | 0.02% | −908−18.4% | Reduced |
| Sachetta, LLC | 4,022 | $346.2K | 0.14% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 4,085 | $351.5K | 0.24% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,090 | $351.9K | 0.01% | +25+0.6% | Added |
| Wambolt & Associates, LLC | 4,050 | $351.9K | 0.12% | −249−5.8% | Reduced |
| Sigma Planning Corp | 4,140 | $356.3K | 0.01% | +868+26.5% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $357.1K | 0.06% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,172 | $359.0K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 4,188 | $360.4K | 0.01% | +20.0% | Added |
| Chicago Partners Investment Group LLC | 3,715 | $361.5K | 0.01% | +319+9.4% | Added |
| Horizon Investments, LLC | 4,215 | $362.7K | 0.01% | +202+5.0% | Added |
| Prestige Wealth Management Group LLC | 4,263 | $366.8K | 0.08% | +103+2.5% | Added |
| BCO Wealth Management LLC | 4,275 | $367.8K | 0.29% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 4,264 | $368.5K | 0.22% | −13,535−76.0% | Reduced |
| NCP Inc. | 4,298 | $369.8K | 0.50% | +21+0.5% | Added |
| Ameritas Advisory Services, LLC | 4,181 | $370.6K | 0.01% | +89+2.2% | Added |
| Fayez Sarofim & Co | 4,319 | $371.6K | 0.00% | −2,336−35.1% | Reduced |
| Sculati Wealth Management, LLC | 4,320 | $371.7K | 0.15% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,322 | $371.9K | 0.18% | 00.0% | Unchanged |
| M&G Plc | 4,376 | $376.3K | 0.00% | +4,376 | New |
| Armor Investment Advisors, LLC | 4,381 | $376.9K | 0.16% | −142−3.1% | Reduced |
| Cornerstone Wealth Management, LLC | 4,407 | $379.2K | 0.03% | +288+7.0% | Added |
| Tradewinds, LLC. | 4,415 | $379.9K | 0.11% | 00.0% | Unchanged |
| Huntington National Bank | 4,419 | $380.2K | 0.00% | +1,110+33.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,454 | $383.2K | 0.02% | −777−14.9% | Reduced |
| Teamwork Financial Advisors, LLC | 4,464 | $384.1K | 0.05% | −30−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 4,471 | $384.7K | 0.03% | +59+1.3% | Added |
| Welch Group, LLC | 4,531 | $385.6K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 4,495 | $386.7K | 0.10% | −150−3.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,515 | $388.5K | 0.00% | +348+8.4% | Added |
| Aspen Investment Management Inc | 4,531 | $390.0K | 0.18% | +402+9.7% | Added |
| Prospera Financial Services Inc | 4,536 | $390.4K | 0.01% | +1,445+46.7% | Added |
| Farringdon Capital, Ltd. | 4,540 | $390.6K | 0.20% | +4,540 | New |
| Fortitude Family Office, LLC | 4,609 | $396.6K | 0.14% | −4,086−47.0% | Reduced |
| Advisors Capital Management, LLC | 4,612 | $396.8K | 0.01% | +553+13.6% | Added |
| High Net Worth Advisory Group LLC | 4,692 | $403.7K | 0.11% | 00.0% | Unchanged |
| Putney Financial Group LLC | 4,731 | $407.1K | 0.43% | −193−3.9% | Reduced |
| Hilltop Holdings Inc. | 4,760 | $409.5K | 0.03% | −2,372−33.3% | Reduced |
| Accuvest Global Advisors | 4,776 | $411.0K | 0.35% | +4,776 | New |
| Farther Finance Advisors, LLC | 4,773 | $414.7K | 0.01% | +185+4.0% | Added |
| Eqis Capital Management, Inc. | 4,834 | $415.8K | 0.03% | +194+4.2% | Added |
| Abn Amro Investment Solutions | 4,834 | $415.9K | 0.01% | +918+23.4% | Added |
| Beverly Hills Private Wealth, LLC | 4,887 | $420.5K | 0.08% | −43−0.9% | Reduced |
| Atria Investments LLC | 4,973 | $427.9K | 0.01% | −12,375−71.3% | Reduced |
| Brown Brothers Harriman & Co | 4,980 | $428.5K | 0.00% | −577−10.4% | Reduced |
| Dark Forest Capital Management LP | 4,994 | $429.7K | 0.02% | +4,994 | New |
| Perfromance Wealth Partners, LLC | 5,007 | $430.8K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,014 | $431.4K | 0.03% | −941−15.8% | Reduced |
| NorthStar Asset Management LLC | 5,015 | $431.5K | 0.27% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,033 | $433.0K | 0.02% | +5,033 | New |
| Hancock Whitney Corp | 5,089 | $437.9K | 0.01% | −6,668−56.7% | Reduced |
| NorthRock Partners, LLC | 5,075 | $439.9K | 0.01% | +131+2.6% | Added |
| Golden State Equity Partners | 5,150 | $443.1K | 0.09% | −152−2.9% | Reduced |
| Texas Yale Capital Corp. | 5,155 | $443.5K | 0.02% | +230+4.7% | Added |
| Augustine Asset Management Inc | 5,178 | $445.5K | 0.13% | +201+4.0% | Added |
| Valued Retirements, Inc. | 5,190 | $446.5K | 0.59% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,200 | $447.4K | 0.05% | +867+20.0% | Added |
| Ostrum Asset Management | 5,244 | $451.2K | 0.02% | −3,784−41.9% | Reduced |
| Kingsview Wealth Management, LLC | 5,261 | $452.6K | 0.01% | −381−6.8% | Reduced |
| Panagora Asset Management Inc | 5,289 | $455.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,335 | $455.7K | 0.04% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,311 | $457.0K | 0.21% | +5,311 | New |
| Estabrook Capital Management | 5,337 | $459.2K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,298 | $462.0K | 0.01% | −2,262−29.9% | Reduced |
| Ballentine Partners, LLC | 5,388 | $463.6K | 0.01% | −393−6.8% | Reduced |