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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 15,278 | $1.31M | 0.02% | +345+2.3% | Added |
| Spire Wealth Management | 15,173 | $1.31M | 0.04% | −201−1.3% | Reduced |
| Delphi Management Inc | 15,155 | $1.30M | 1.33% | +1,644+12.2% | Added |
| EP Wealth Advisors, LLC | 14,936 | $1.29M | 0.01% | −2,480−14.2% | Reduced |
| Corrado Advisors, LLC | 14,644 | $1.26M | 0.84% | +103+0.7% | Added |
| Denali Advisors LLC | 14,586 | $1.25M | 0.14% | −113−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 14,537 | $1.25M | 0.02% | +1,860+14.7% | Added |
| Bessemer Group Inc | 14,439 | $1.24M | 0.00% | −18,287−55.9% | Reduced |
| Virtus Investment Advisers, Inc. | 14,385 | $1.24M | 0.34% | +14,385 | New |
| Beacon Financial Advisory LLC | 14,377 | $1.24M | 0.37% | −87−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 14,363 | $1.24M | 0.04% | +5,684+65.5% | Added |
| Truvestments Capital LLC | 14,311 | $1.23M | 0.27% | −105−0.7% | Reduced |
| Comprehensive Money Management Services LLC | 14,278 | $1.23M | 0.99% | +15+0.1% | Added |
| Savoie Capital LLC | 11,545 | $1.21M | 0.14% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 14,022 | $1.21M | 0.00% | +2,898+26.1% | Added |
| Reik & Co., LLC | 13,980 | $1.20M | 0.28% | −100−0.7% | Reduced |
| New Mexico Educational Retirement Board | 13,740 | $1.18M | 0.04% | −200−1.4% | Reduced |
| Maryland State Retirement & Pension System | 13,609 | $1.17M | 0.03% | −1,936−12.5% | Reduced |
| E. Ohman J:or Asset Management AB | 13,603 | $1.17M | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 13,578 | $1.17M | 0.03% | −4,642−25.5% | Reduced |
| RSM US Wealth Management LLC | 13,418 | $1.17M | 0.02% | −1,648−10.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 13,545 | $1.17M | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,405 | $1.15M | 0.01% | −973−6.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,374 | $1.15M | 0.15% | −962−6.7% | Reduced |
| Community Bank of Raymore | 13,341 | $1.15M | 0.93% | −3,155−19.1% | Reduced |
| Royal Fund Management, LLC | 13,312 | $1.15M | 0.14% | +135+1.0% | Added |
| Crescent Grove Advisors, LLC | 13,054 | $1.13M | 0.12% | 00.0% | Unchanged |
| Prana Capital Management, LP | 13,016 | $1.12M | 0.05% | −1,418−9.8% | Reduced |
| Schroder Investment Management Group | 13,028 | $1.11M | 0.00% | +2,131+19.6% | Added |
| Oppenheimer Asset Management Inc. | 12,843 | $1.11M | 0.01% | −1,530−10.6% | Reduced |
| Wealthcare Advisory Partners LLC | 12,822 | $1.10M | 0.03% | +111+0.9% | Added |
| Flputnam Investment Management Co | 12,750 | $1.10M | 0.02% | +195+1.6% | Added |
| Brown Advisory Inc | 12,554 | $1.08M | 0.00% | −7,443−37.2% | Reduced |
| HM Payson & Co | 12,526 | $1.08M | 0.02% | +265+2.2% | Added |
| Foundations Investment Advisors, LLC | 12,513 | $1.08M | 0.02% | +3,906+45.4% | Added |
| Roman Butler Fullerton & Co | 12,861 | $1.07M | 0.42% | −789−5.8% | Reduced |
| Cary Street Partners Financial LLC | 12,438 | $1.07M | 0.03% | −30.0% | Reduced |
| One Charles Private Wealth Services, LLC | 12,308 | $1.06M | 0.34% | +548+4.7% | Added |
| Guggenheim Capital LLC | 12,220 | $1.05M | 0.01% | −9,398−43.5% | Reduced |
| Widmann Financial Services, Inc. | 12,194 | $1.05M | 0.81% | 00.0% | Unchanged |
| GWN Securities Inc. | 10,877 | $1.05M | 0.06% | +10,877 | New |
| AE Wealth Management LLC | 12,120 | $1.04M | 0.01% | −4,686−27.9% | Reduced |
| Kinneret Advisory, LLC | 11,915 | $1.03M | 0.10% | −40−0.3% | Reduced |
| Advisory Services Network, LLC | 12,016 | $1.03M | 0.02% | −16,280−57.5% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.03M | 0.02% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 11,920 | $1.03M | 0.21% | −1,894−13.7% | Reduced |
| Focus Financial Network, Inc. | 11,810 | $1.03M | 0.04% | +13+0.1% | Added |
| Leonteq Securities AG | 11,906 | $1.01M | 0.08% | +8,176+219.2% | Added |
| Vontobel Holding Ltd. | 11,687 | $1.01M | 0.00% | +7,019+150.4% | Added |
| NewEdge Wealth, LLC | 11,682 | $1.01M | 0.02% | +3,863+49.4% | Added |
| Chesley Taft & Associates LLC | 11,667 | $1.00M | 0.05% | +317+2.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,621 | $1.00M | 0.01% | −147−1.2% | Reduced |
| Delta Capital Management LLC | 11,610 | $999.0K | 0.58% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,538 | $992.7K | 0.00% | +388+3.5% | Added |
| Retirement Planning Co of New England, Inc. | 11,432 | $983.6K | 0.50% | +182+1.6% | Added |
| Private Advisory Group LLC | 11,416 | $982.2K | 0.11% | +1,754+18.2% | Added |
| Guardian Asset Advisors, LLC | 11,344 | $976.0K | 0.64% | −97−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 11,188 | $962.6K | 0.03% | −7,225−39.2% | Reduced |
| Jones Financial Companies LLLP | 11,269 | $959.0K | 0.00% | +4,151+58.3% | Added |
| Kessler Investment Group, LLC | 11,082 | $953.5K | 0.47% | −712−6.0% | Reduced |
| National Asset Management, Inc. | 10,991 | $945.7K | 0.03% | +351+3.3% | Added |
| Abbot Financial Management, Inc. | 10,918 | $939.4K | 0.49% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 10,870 | $935.3K | 0.71% | +670+6.6% | Added |
| Prime Capital Investment Advisors, LLC | 10,782 | $927.7K | 0.01% | +1,603+17.5% | Added |
| Bleakley Financial Group, LLC | 10,776 | $927.2K | 0.03% | −7,316−40.4% | Reduced |
| Contravisory Investment Management, Inc. | 10,775 | $927.1K | 0.20% | −28−0.3% | Reduced |
| Jefferies Financial Group Inc. | 10,764 | $926.1K | 0.02% | +10,764 | New |
| Ingalls & Snyder LLC | 10,755 | $925.0K | 0.03% | −55−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 10,698 | $920.5K | 0.03% | −2,930−21.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,671 | $918.1K | 0.03% | +330+3.2% | Added |
| TCG Advisory Services, LLC | 10,670 | $918.0K | 0.04% | +60+0.6% | Added |
| Wellington Shields & Co., LLC | 10,643 | $915.7K | 0.29% | 00.0% | Unchanged |
| Perpetual Ltd | 10,570 | $909.4K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10,569 | $909.3K | 0.23% | +931+9.7% | Added |
| Omers Administration Corp | 10,475 | $901.3K | 0.01% | −1,717−14.1% | Reduced |
| Pathway Financial Advisers, LLC | 10,374 | $892.6K | 0.31% | −2,245−17.8% | Reduced |
| Plimoth Trust Co LLC | 10,328 | $888.6K | 0.23% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,318 | $887.8K | 0.04% | −21−0.2% | Reduced |
| TownSquare Capital, LLC | 10,096 | $868.7K | 0.01% | −235−2.3% | Reduced |
| Smith Group Asset Management, LLC | 10,000 | $860.4K | 0.06% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 9,951 | $856.2K | 0.00% | −34,107−77.4% | Reduced |
| Montag A & Associates Inc | 9,878 | $854.8K | 0.04% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 9,880 | $850.1K | 0.03% | −998−9.2% | Reduced |
| HB Wealth Management, LLC | 9,723 | $836.6K | 0.01% | +1,832+23.2% | Added |
| Beacon Investment Advisors LLC | 9,692 | $833.9K | 0.39% | +191+2.0% | Added |
| Verus Capital Partners, LLC | 9,677 | $832.6K | 0.08% | −177−1.8% | Reduced |
| Davenport & Co LLC | 9,670 | $831.6K | 0.00% | −15,796−62.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,739 | $827.3K | 0.01% | +162+1.7% | Added |
| Heartland Bank & Trust Co | 9,492 | $816.7K | 0.42% | +1,353+16.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,418 | $810.3K | 0.00% | −3,415−26.6% | Reduced |
| Independent Financial Group, LLC | 9,374 | $806.5K | 0.03% | −6,359−40.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,343 | $803.9K | 0.01% | +25+0.3% | Added |
| Strait & Sound Wealth Management LLC | 9,207 | $792.2K | 0.37% | +86+0.9% | Added |
| Vident Advisory, LLC | 9,201 | $791.6K | 0.01% | +4,887+113.3% | Added |
| Harbour Investments, Inc. | 9,179 | $789.7K | 0.02% | −2,024−18.1% | Reduced |
| Ullmann Financial Group, Inc. | 9,169 | $788.9K | 0.10% | +50+0.5% | Added |
| Capital Investment Advisory Services, LLC | 9,083 | $781.5K | 0.07% | +800+9.7% | Added |
| Founders Financial Alliance, LLC | 9,029 | $776.9K | 0.19% | +22+0.2% | Added |
| MAI Capital Management | 8,998 | $774.2K | 0.01% | −3,872−30.1% | Reduced |
| Oppenheimer & Co Inc | 8,974 | $772.1K | 0.01% | −4,012−30.9% | Reduced |