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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 5,427 | $466.0K | 0.04% | +5,422+108,440.0% | Added |
| Davis R M Inc | 5,418 | $466.2K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,432 | $467.3K | 0.01% | −267−4.7% | Reduced |
| Pensionmark Financial Group, LLC | 5,484 | $471.8K | 0.01% | −3,050−35.7% | Reduced |
| Somerset Trust Co | 5,501 | $473.3K | 0.17% | +816+17.4% | Added |
| West Wealth Group, LLC | 5,500 | $477.9K | 0.14% | +500+10.0% | Added |
| GF Fund Management Co. Ltd. | 5,558 | $478.2K | 0.01% | +228+4.3% | Added |
| Financial Management Professionals, Inc. | 5,574 | $479.6K | 0.06% | +140+2.6% | Added |
| Washington Trust Co | 5,586 | $480.6K | 0.02% | −1,300−18.9% | Reduced |
| Pinnacle Family Advisors, LLC | 5,588 | $480.8K | 0.26% | +20+0.4% | Added |
| Garden State Investment Advisory Services LLC | 5,554 | $482.2K | 0.15% | +10.0% | Added |
| Arete Wealth Advisors, LLC | 5,655 | $487.0K | 0.04% | −1,735−23.5% | Reduced |
| Fidelis Capital Partners, LLC | 5,572 | $488.8K | 0.05% | −642−10.3% | Reduced |
| Virtu Financial LLC | 5,695 | $490.0K | 0.03% | +5,695 | New |
| EWG Elevate Inc. | 5,722 | $492.4K | 0.19% | −120−2.1% | Reduced |
| Empowered Funds, LLC | 5,728 | $492.8K | 0.01% | +537+10.3% | Added |
| Atalanta Sosnoff Capital, LLC | 5,741 | $494.0K | 0.01% | +751+15.1% | Added |
| Kapstone Financial Advisors LLC | 5,792 | $498.3K | 0.28% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,853 | $503.6K | 0.02% | +4,373+295.5% | Added |
| Strategic Investment Advisors | 5,860 | $504.2K | 0.05% | −4,485−43.4% | Reduced |
| Concurrent Investment Advisors, LLC | 5,934 | $510.6K | 0.01% | −459−7.2% | Reduced |
| Sheets Smith Wealth Management | 5,940 | $511.1K | 0.06% | −115−1.9% | Reduced |
| TD Private Client Wealth LLC | 6,000 | $516.2K | 0.01% | +9+0.2% | Added |
| Fisher Asset Management, LLC | 6,157 | $529.8K | 0.00% | +570+10.2% | Added |
| Summit Financial, LLC | 6,179 | $531.7K | 0.01% | +44+0.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,220 | $535.2K | 0.02% | +42+0.7% | Added |
| Signaturefd, LLC | 6,223 | $535.4K | 0.01% | −18−0.3% | Reduced |
| Boothbay Fund Management, LLC | 6,385 | $549.4K | 0.02% | +3,884+155.3% | Added |
| Columbia Asset Management | 6,392 | $550.0K | 0.11% | −2,695−29.7% | Reduced |
| Centaurus Financial, Inc. | 6,434 | $554.0K | 0.03% | −212−3.2% | Reduced |
| Neo Ivy Capital Management | 6,468 | $556.5K | 0.18% | +5,697+738.9% | Added |
| Integrity Alliance, LLC. | 6,559 | $564.3K | 0.02% | +6,559 | New |
| CWM, LLC | 6,595 | $567.0K | 0.00% | −245−3.6% | Reduced |
| Diversify Advisory Services, LLC | 6,480 | $572.0K | 0.04% | +123+1.9% | Added |
| Smith Asset Management Co., LLC | 6,655 | $572.6K | 0.54% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,683 | $575.0K | 0.04% | −345−4.9% | Reduced |
| Westpac Banking Corp | 6,706 | $577.0K | 0.04% | +2,501+59.5% | Added |
| Catalytic Wealth RIA, LLC | 6,734 | $579.4K | 0.11% | +582+9.5% | Added |
| Ellevest, Inc. | 6,808 | $585.8K | 0.04% | −283−4.0% | Reduced |
| Fiduciary Group LLC | 7,000 | $602.3K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,041 | $605.8K | 0.01% | −6−0.1% | Reduced |
| Massmutual Trust Co FSB | 7,078 | $609.0K | 0.02% | +142+2.0% | Added |
| Coldstream Capital Management Inc | 7,102 | $611.1K | 0.01% | −80−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 7,168 | $616.8K | 0.01% | −121−1.7% | Reduced |
| Inceptionr LLC | 7,214 | $620.7K | 0.19% | +7,214 | New |
| United Services Automobile Association | 7,308 | $621.9K | 0.02% | +7,308 | New |
| Badgley Phelps Wealth Managers, LLC | 7,270 | $625.5K | 0.02% | −123−1.7% | Reduced |
| Outlook Wealth Advisors, LLC | 7,281 | $626.5K | 0.17% | −128−1.7% | Reduced |
| GM Advisory Group, Inc. | 7,302 | $628.3K | 0.03% | −487−6.3% | Reduced |
| Greenleaf Trust | 7,368 | $633.9K | 0.01% | −183−2.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,475 | $643.3K | 0.01% | +286+4.0% | Added |
| Sterling Capital Management LLC | 7,502 | $645.5K | 0.01% | −2,589−25.7% | Reduced |
| TBH Global Asset Management, LLC | 7,509 | $646.1K | 0.12% | −335−4.3% | Reduced |
| Miracle Mile Advisors, LLC | 7,545 | $649.2K | 0.01% | +4,330+134.7% | Added |
| Csenge Advisory Group | 7,737 | $651.5K | 0.04% | −4,137−34.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,668 | $652.6K | 0.10% | −281−3.5% | Reduced |
| Equitable Holdings, Inc. | 7,600 | $653.9K | 0.01% | −359−4.5% | Reduced |
| Mindset Wealth Management, LLC | 7,657 | $658.8K | 0.26% | +72+0.9% | Added |
| Integrated Advisors Network LLC | 7,669 | $659.8K | 0.03% | −499−6.1% | Reduced |
| Independence Bank of Kentucky | 7,724 | $664.6K | 0.10% | 00.0% | Unchanged |
| FIL Ltd | 7,740 | $666.0K | 0.00% | +2,193+39.5% | Added |
| Integrated Wealth Concepts LLC | 7,745 | $666.3K | 0.01% | −2,036−20.8% | Reduced |
| Aptus Capital Advisors, LLC | 7,747 | $666.6K | 0.01% | +2,393+44.7% | Added |
| Archer Investment Corp | 7,800 | $671.1K | 0.17% | −31−0.4% | Reduced |
| Essex Financial Services, Inc. | 7,836 | $674.2K | 0.05% | −7−0.1% | Reduced |
| V-Square Quantitative Management LLC | 7,918 | $681.3K | 0.10% | +899+12.8% | Added |
| Wedbush Securities Inc | 7,942 | $683.0K | 0.03% | −89−1.1% | Reduced |
| Bailard, Inc. | 7,942 | $683.3K | 0.02% | −115−1.4% | Reduced |
| RNC Capital Management LLC | 8,001 | $688.4K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,012 | $689.4K | 0.04% | −159−1.9% | Reduced |
| Mathes Company, Inc. | 8,050 | $693.0K | 0.28% | −100−1.2% | Reduced |
| Point72 (DIFC) Ltd | 8,171 | $703.0K | 0.07% | +8,171 | New |
| Atlas Capital Advisors LLC | 8,199 | $705.4K | 0.09% | −489−5.6% | Reduced |
| TD Waterhouse Canada Inc. | 8,157 | $706.8K | 0.01% | −24,577−75.1% | Reduced |
| Rik Saylor Financial, Inc. | 8,222 | $707.4K | 0.62% | +10+0.1% | Added |
| Atwood & Palmer Inc | 8,250 | $709.8K | 0.05% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,291 | $713.4K | 0.01% | −22,653−73.2% | Reduced |
| Cardinal Point Capital Management, ULC | 8,200 | $713.5K | 0.07% | −2,000−19.6% | Reduced |
| WealthBridge Capital Management, LLC | 8,352 | $718.6K | 0.20% | −4,829−36.6% | Reduced |
| Genesee Capital Advisors, LLC | 8,379 | $720.9K | 0.36% | −5,010−37.4% | Reduced |
| Future Financial Wealth Managment LLC | 8,416 | $724.1K | 0.53% | −1,599−16.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,466 | $728.4K | 0.05% | +8,466 | New |
| Capstone Investment Advisors, LLC | 8,524 | $733.4K | 0.01% | +5,805+213.5% | Added |
| Measured Wealth Private Client Group, LLC | 8,533 | $734.2K | 0.24% | −815−8.7% | Reduced |
| Flagship Harbor Advisors, LLC | 8,540 | $734.8K | 0.04% | −366−4.1% | Reduced |
| Fiduciary Family Office, LLC | 8,582 | $738.4K | 0.25% | +8,582 | New |
| Brinker Capital Investments, LLC | 8,657 | $744.9K | 0.01% | −263−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 8,657 | $744.9K | 0.01% | −263−2.9% | Reduced |
| Savant Capital, LLC | 8,714 | $749.8K | 0.01% | −3,016−25.7% | Reduced |
| Herold Advisors, Inc. | 8,757 | $753.5K | 0.17% | +10.0% | Added |
| Princeton Capital Management LLC | 8,792 | $756.5K | 0.27% | −1,465−14.3% | Reduced |
| Colonial River Wealth Management, LLC | 8,795 | $756.7K | 0.42% | −5,223−37.3% | Reduced |
| Glenmede Trust Co NA | 8,819 | $758.8K | 0.00% | +1,750+24.8% | Added |
| Checchi Capital Advisers, LLC | 8,869 | $763.1K | 0.05% | +835+10.4% | Added |
| Sequoia Financial Advisors, LLC | 8,873 | $763.4K | 0.01% | +580+7.0% | Added |
| Oppenheimer & Co Inc | 8,974 | $772.1K | 0.01% | −4,012−30.9% | Reduced |
| MAI Capital Management | 8,998 | $774.2K | 0.01% | −3,872−30.1% | Reduced |
| Founders Financial Alliance, LLC | 9,029 | $776.9K | 0.19% | +22+0.2% | Added |
| Capital Investment Advisory Services, LLC | 9,083 | $781.5K | 0.07% | +800+9.7% | Added |
| Ullmann Financial Group, Inc. | 9,169 | $788.9K | 0.10% | +50+0.5% | Added |