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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 9,179 | $789.7K | 0.02% | −2,024−18.1% | Reduced |
| Vident Advisory, LLC | 9,201 | $791.6K | 0.01% | +4,887+113.3% | Added |
| Strait & Sound Wealth Management LLC | 9,207 | $792.2K | 0.37% | +86+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,343 | $803.9K | 0.01% | +25+0.3% | Added |
| Independent Financial Group, LLC | 9,374 | $806.5K | 0.03% | −6,359−40.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,418 | $810.3K | 0.00% | −3,415−26.6% | Reduced |
| Heartland Bank & Trust Co | 9,492 | $816.7K | 0.42% | +1,353+16.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,739 | $827.3K | 0.01% | +162+1.7% | Added |
| Davenport & Co LLC | 9,670 | $831.6K | 0.00% | −15,796−62.0% | Reduced |
| Verus Capital Partners, LLC | 9,677 | $832.6K | 0.08% | −177−1.8% | Reduced |
| Beacon Investment Advisors LLC | 9,692 | $833.9K | 0.39% | +191+2.0% | Added |
| HB Wealth Management, LLC | 9,723 | $836.6K | 0.01% | +1,832+23.2% | Added |
| Boston Private Wealth LLC | 9,880 | $850.1K | 0.03% | −998−9.2% | Reduced |
| Montag A & Associates Inc | 9,878 | $854.8K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,951 | $856.2K | 0.00% | −34,107−77.4% | Reduced |
| Smith Group Asset Management, LLC | 10,000 | $860.4K | 0.06% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,096 | $868.7K | 0.01% | −235−2.3% | Reduced |
| Level Four Advisory Services, LLC | 10,318 | $887.8K | 0.04% | −21−0.2% | Reduced |
| Plimoth Trust Co LLC | 10,328 | $888.6K | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 10,374 | $892.6K | 0.31% | −2,245−17.8% | Reduced |
| Omers Administration Corp | 10,475 | $901.3K | 0.01% | −1,717−14.1% | Reduced |
| Aspire Private Capital, LLC | 10,569 | $909.3K | 0.23% | +931+9.7% | Added |
| Perpetual Ltd | 10,570 | $909.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 10,643 | $915.7K | 0.29% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,670 | $918.0K | 0.04% | +60+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 10,671 | $918.1K | 0.03% | +330+3.2% | Added |
| Tower Research Capital LLC (TRC) | 10,698 | $920.5K | 0.03% | −2,930−21.5% | Reduced |
| Ingalls & Snyder LLC | 10,755 | $925.0K | 0.03% | −55−0.5% | Reduced |
| Jefferies Financial Group Inc. | 10,764 | $926.1K | 0.02% | +10,764 | New |
| Contravisory Investment Management, Inc. | 10,775 | $927.1K | 0.20% | −28−0.3% | Reduced |
| Bleakley Financial Group, LLC | 10,776 | $927.2K | 0.03% | −7,316−40.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,782 | $927.7K | 0.01% | +1,603+17.5% | Added |
| American Institute for Advanced Investment Management, LLP | 10,870 | $935.3K | 0.71% | +670+6.6% | Added |
| Abbot Financial Management, Inc. | 10,918 | $939.4K | 0.49% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,991 | $945.7K | 0.03% | +351+3.3% | Added |
| Kessler Investment Group, LLC | 11,082 | $953.5K | 0.47% | −712−6.0% | Reduced |
| Jones Financial Companies LLLP | 11,269 | $959.0K | 0.00% | +4,151+58.3% | Added |
| Axxcess Wealth Management, LLC | 11,188 | $962.6K | 0.03% | −7,225−39.2% | Reduced |
| Guardian Asset Advisors, LLC | 11,344 | $976.0K | 0.64% | −97−0.8% | Reduced |
| Private Advisory Group LLC | 11,416 | $982.2K | 0.11% | +1,754+18.2% | Added |
| Retirement Planning Co of New England, Inc. | 11,432 | $983.6K | 0.50% | +182+1.6% | Added |
| Assenagon Asset Management S.A. | 11,538 | $992.7K | 0.00% | +388+3.5% | Added |
| Delta Capital Management LLC | 11,610 | $999.0K | 0.58% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 11,621 | $1.00M | 0.01% | −147−1.2% | Reduced |
| Chesley Taft & Associates LLC | 11,667 | $1.00M | 0.05% | +317+2.8% | Added |
| NewEdge Wealth, LLC | 11,682 | $1.01M | 0.02% | +3,863+49.4% | Added |
| Vontobel Holding Ltd. | 11,687 | $1.01M | 0.00% | +7,019+150.4% | Added |
| Leonteq Securities AG | 11,906 | $1.01M | 0.08% | +8,176+219.2% | Added |
| Focus Financial Network, Inc. | 11,810 | $1.03M | 0.04% | +13+0.1% | Added |
| Creekmur Asset Management LLC | 11,920 | $1.03M | 0.21% | −1,894−13.7% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.03M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,016 | $1.03M | 0.02% | −16,280−57.5% | Reduced |
| Kinneret Advisory, LLC | 11,915 | $1.03M | 0.10% | −40−0.3% | Reduced |
| AE Wealth Management LLC | 12,120 | $1.04M | 0.01% | −4,686−27.9% | Reduced |
| GWN Securities Inc. | 10,877 | $1.05M | 0.06% | +10,877 | New |
| Widmann Financial Services, Inc. | 12,194 | $1.05M | 0.81% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,220 | $1.05M | 0.01% | −9,398−43.5% | Reduced |
| One Charles Private Wealth Services, LLC | 12,308 | $1.06M | 0.34% | +548+4.7% | Added |
| Cary Street Partners Financial LLC | 12,438 | $1.07M | 0.03% | −30.0% | Reduced |
| Roman Butler Fullerton & Co | 12,861 | $1.07M | 0.42% | −789−5.8% | Reduced |
| Foundations Investment Advisors, LLC | 12,513 | $1.08M | 0.02% | +3,906+45.4% | Added |
| HM Payson & Co | 12,526 | $1.08M | 0.02% | +265+2.2% | Added |
| Brown Advisory Inc | 12,554 | $1.08M | 0.00% | −7,443−37.2% | Reduced |
| Flputnam Investment Management Co | 12,750 | $1.10M | 0.02% | +195+1.6% | Added |
| Wealthcare Advisory Partners LLC | 12,822 | $1.10M | 0.03% | +111+0.9% | Added |
| Oppenheimer Asset Management Inc. | 12,843 | $1.11M | 0.01% | −1,530−10.6% | Reduced |
| Schroder Investment Management Group | 13,028 | $1.11M | 0.00% | +2,131+19.6% | Added |
| Prana Capital Management, LP | 13,016 | $1.12M | 0.05% | −1,418−9.8% | Reduced |
| Crescent Grove Advisors, LLC | 13,054 | $1.13M | 0.12% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 13,312 | $1.15M | 0.14% | +135+1.0% | Added |
| Community Bank of Raymore | 13,341 | $1.15M | 0.93% | −3,155−19.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,374 | $1.15M | 0.15% | −962−6.7% | Reduced |
| Park Avenue Securities LLC | 13,405 | $1.15M | 0.01% | −973−6.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,545 | $1.17M | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,418 | $1.17M | 0.02% | −1,648−10.9% | Reduced |
| Apollon Wealth Management, LLC | 13,578 | $1.17M | 0.03% | −4,642−25.5% | Reduced |
| E. Ohman J:or Asset Management AB | 13,603 | $1.17M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 13,609 | $1.17M | 0.03% | −1,936−12.5% | Reduced |
| New Mexico Educational Retirement Board | 13,740 | $1.18M | 0.04% | −200−1.4% | Reduced |
| Reik & Co., LLC | 13,980 | $1.20M | 0.28% | −100−0.7% | Reduced |
| Brookfield Asset Management Inc. | 14,022 | $1.21M | 0.00% | +2,898+26.1% | Added |
| Savoie Capital LLC | 11,545 | $1.21M | 0.14% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 14,278 | $1.23M | 0.99% | +15+0.1% | Added |
| Truvestments Capital LLC | 14,311 | $1.23M | 0.27% | −105−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 14,363 | $1.24M | 0.04% | +5,684+65.5% | Added |
| Beacon Financial Advisory LLC | 14,377 | $1.24M | 0.37% | −87−0.6% | Reduced |
| Virtus Investment Advisers, Inc. | 14,385 | $1.24M | 0.34% | +14,385 | New |
| Bessemer Group Inc | 14,439 | $1.24M | 0.00% | −18,287−55.9% | Reduced |
| Kestra Private Wealth Services, LLC | 14,537 | $1.25M | 0.02% | +1,860+14.7% | Added |
| Denali Advisors LLC | 14,586 | $1.25M | 0.14% | −113−0.8% | Reduced |
| Corrado Advisors, LLC | 14,644 | $1.26M | 0.84% | +103+0.7% | Added |
| EP Wealth Advisors, LLC | 14,936 | $1.29M | 0.01% | −2,480−14.2% | Reduced |
| Delphi Management Inc | 15,155 | $1.30M | 1.33% | +1,644+12.2% | Added |
| Spire Wealth Management | 15,173 | $1.31M | 0.04% | −201−1.3% | Reduced |
| Merit Financial Group, LLC | 15,278 | $1.31M | 0.02% | +345+2.3% | Added |
| Principal Securities, Inc. | 12,542 | $1.32M | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 15,425 | $1.33M | 0.04% | +2,080+15.6% | Added |
| Burling Wealth Partners, LLC | 15,527 | $1.34M | 0.28% | −178−1.1% | Reduced |
| Ossiam | 15,536 | $1.34M | 0.02% | −356−2.2% | Reduced |
| Securian Asset Management, Inc | 15,545 | $1.34M | 0.04% | −226−1.4% | Reduced |