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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 8,873 | $763.4K | 0.01% | +580+7.0% | Added |
| Checchi Capital Advisers, LLC | 8,869 | $763.1K | 0.05% | +835+10.4% | Added |
| Glenmede Trust Co NA | 8,819 | $758.8K | 0.00% | +1,750+24.8% | Added |
| Colonial River Wealth Management, LLC | 8,795 | $756.7K | 0.42% | −5,223−37.3% | Reduced |
| Princeton Capital Management LLC | 8,792 | $756.5K | 0.27% | −1,465−14.3% | Reduced |
| Herold Advisors, Inc. | 8,757 | $753.5K | 0.17% | +10.0% | Added |
| Savant Capital, LLC | 8,714 | $749.8K | 0.01% | −3,016−25.7% | Reduced |
| 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 |
| Fiduciary Family Office, LLC | 8,582 | $738.4K | 0.25% | +8,582 | New |
| Flagship Harbor Advisors, LLC | 8,540 | $734.8K | 0.04% | −366−4.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 8,533 | $734.2K | 0.24% | −815−8.7% | Reduced |
| Capstone Investment Advisors, LLC | 8,524 | $733.4K | 0.01% | +5,805+213.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,466 | $728.4K | 0.05% | +8,466 | New |
| Future Financial Wealth Managment LLC | 8,416 | $724.1K | 0.53% | −1,599−16.0% | Reduced |
| Genesee Capital Advisors, LLC | 8,379 | $720.9K | 0.36% | −5,010−37.4% | Reduced |
| WealthBridge Capital Management, LLC | 8,352 | $718.6K | 0.20% | −4,829−36.6% | Reduced |
| Cardinal Point Capital Management, ULC | 8,200 | $713.5K | 0.07% | −2,000−19.6% | Reduced |
| Investment Management Corp of Ontario | 8,291 | $713.4K | 0.01% | −22,653−73.2% | Reduced |
| Atwood & Palmer Inc | 8,250 | $709.8K | 0.05% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 8,222 | $707.4K | 0.62% | +10+0.1% | Added |
| TD Waterhouse Canada Inc. | 8,157 | $706.8K | 0.01% | −24,577−75.1% | Reduced |
| Atlas Capital Advisors LLC | 8,199 | $705.4K | 0.09% | −489−5.6% | Reduced |
| Point72 (DIFC) Ltd | 8,171 | $703.0K | 0.07% | +8,171 | New |
| Mathes Company, Inc. | 8,050 | $693.0K | 0.28% | −100−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 8,012 | $689.4K | 0.04% | −159−1.9% | Reduced |
| RNC Capital Management LLC | 8,001 | $688.4K | 0.04% | 00.0% | Unchanged |
| Bailard, Inc. | 7,942 | $683.3K | 0.02% | −115−1.4% | Reduced |
| Wedbush Securities Inc | 7,942 | $683.0K | 0.03% | −89−1.1% | Reduced |
| V-Square Quantitative Management LLC | 7,918 | $681.3K | 0.10% | +899+12.8% | Added |
| Essex Financial Services, Inc. | 7,836 | $674.2K | 0.05% | −7−0.1% | Reduced |
| Archer Investment Corp | 7,800 | $671.1K | 0.17% | −31−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 7,747 | $666.6K | 0.01% | +2,393+44.7% | Added |
| Integrated Wealth Concepts LLC | 7,745 | $666.3K | 0.01% | −2,036−20.8% | Reduced |
| FIL Ltd | 7,740 | $666.0K | 0.00% | +2,193+39.5% | Added |
| Independence Bank of Kentucky | 7,724 | $664.6K | 0.10% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,669 | $659.8K | 0.03% | −499−6.1% | Reduced |
| Mindset Wealth Management, LLC | 7,657 | $658.8K | 0.26% | +72+0.9% | Added |
| Equitable Holdings, Inc. | 7,600 | $653.9K | 0.01% | −359−4.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,668 | $652.6K | 0.10% | −281−3.5% | Reduced |
| Csenge Advisory Group | 7,737 | $651.5K | 0.04% | −4,137−34.8% | Reduced |
| Miracle Mile Advisors, LLC | 7,545 | $649.2K | 0.01% | +4,330+134.7% | Added |
| TBH Global Asset Management, LLC | 7,509 | $646.1K | 0.12% | −335−4.3% | Reduced |
| Sterling Capital Management LLC | 7,502 | $645.5K | 0.01% | −2,589−25.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,475 | $643.3K | 0.01% | +286+4.0% | Added |
| Greenleaf Trust | 7,368 | $633.9K | 0.01% | −183−2.4% | Reduced |
| GM Advisory Group, Inc. | 7,302 | $628.3K | 0.03% | −487−6.3% | Reduced |
| Outlook Wealth Advisors, LLC | 7,281 | $626.5K | 0.17% | −128−1.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,270 | $625.5K | 0.02% | −123−1.7% | Reduced |
| United Services Automobile Association | 7,308 | $621.9K | 0.02% | +7,308 | New |
| Inceptionr LLC | 7,214 | $620.7K | 0.19% | +7,214 | New |
| Beacon Pointe Advisors, LLC | 7,168 | $616.8K | 0.01% | −121−1.7% | Reduced |
| Coldstream Capital Management Inc | 7,102 | $611.1K | 0.01% | −80−1.1% | Reduced |
| Massmutual Trust Co FSB | 7,078 | $609.0K | 0.02% | +142+2.0% | Added |
| Bryn Mawr Trust Co | 7,041 | $605.8K | 0.01% | −6−0.1% | Reduced |
| Fiduciary Group LLC | 7,000 | $602.3K | 0.06% | 00.0% | Unchanged |
| Ellevest, Inc. | 6,808 | $585.8K | 0.04% | −283−4.0% | Reduced |
| Catalytic Wealth RIA, LLC | 6,734 | $579.4K | 0.11% | +582+9.5% | Added |
| Westpac Banking Corp | 6,706 | $577.0K | 0.04% | +2,501+59.5% | Added |
| Verdence Capital Advisors LLC | 6,683 | $575.0K | 0.04% | −345−4.9% | Reduced |
| Smith Asset Management Co., LLC | 6,655 | $572.6K | 0.54% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 6,480 | $572.0K | 0.04% | +123+1.9% | Added |
| CWM, LLC | 6,595 | $567.0K | 0.00% | −245−3.6% | Reduced |
| Integrity Alliance, LLC. | 6,559 | $564.3K | 0.02% | +6,559 | New |
| Neo Ivy Capital Management | 6,468 | $556.5K | 0.18% | +5,697+738.9% | Added |
| Centaurus Financial, Inc. | 6,434 | $554.0K | 0.03% | −212−3.2% | Reduced |
| Columbia Asset Management | 6,392 | $550.0K | 0.11% | −2,695−29.7% | Reduced |
| Boothbay Fund Management, LLC | 6,385 | $549.4K | 0.02% | +3,884+155.3% | Added |
| Signaturefd, LLC | 6,223 | $535.4K | 0.01% | −18−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,220 | $535.2K | 0.02% | +42+0.7% | Added |
| Summit Financial, LLC | 6,179 | $531.7K | 0.01% | +44+0.7% | Added |
| Fisher Asset Management, LLC | 6,157 | $529.8K | 0.00% | +570+10.2% | Added |
| TD Private Client Wealth LLC | 6,000 | $516.2K | 0.01% | +9+0.2% | Added |
| Sheets Smith Wealth Management | 5,940 | $511.1K | 0.06% | −115−1.9% | Reduced |
| Concurrent Investment Advisors, LLC | 5,934 | $510.6K | 0.01% | −459−7.2% | Reduced |
| Strategic Investment Advisors | 5,860 | $504.2K | 0.05% | −4,485−43.4% | Reduced |
| Quadrant Capital Group LLC | 5,853 | $503.6K | 0.02% | +4,373+295.5% | Added |
| Kapstone Financial Advisors LLC | 5,792 | $498.3K | 0.28% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 5,741 | $494.0K | 0.01% | +751+15.1% | Added |
| Empowered Funds, LLC | 5,728 | $492.8K | 0.01% | +537+10.3% | Added |
| EWG Elevate Inc. | 5,722 | $492.4K | 0.19% | −120−2.1% | Reduced |
| Virtu Financial LLC | 5,695 | $490.0K | 0.03% | +5,695 | New |
| Fidelis Capital Partners, LLC | 5,572 | $488.8K | 0.05% | −642−10.3% | Reduced |
| Arete Wealth Advisors, LLC | 5,655 | $487.0K | 0.04% | −1,735−23.5% | Reduced |
| Garden State Investment Advisory Services LLC | 5,554 | $482.2K | 0.15% | +10.0% | Added |
| Pinnacle Family Advisors, LLC | 5,588 | $480.8K | 0.26% | +20+0.4% | Added |
| Washington Trust Co | 5,586 | $480.6K | 0.02% | −1,300−18.9% | Reduced |
| Financial Management Professionals, Inc. | 5,574 | $479.6K | 0.06% | +140+2.6% | Added |
| GF Fund Management Co. Ltd. | 5,558 | $478.2K | 0.01% | +228+4.3% | Added |
| West Wealth Group, LLC | 5,500 | $477.9K | 0.14% | +500+10.0% | Added |
| Somerset Trust Co | 5,501 | $473.3K | 0.17% | +816+17.4% | Added |
| Pensionmark Financial Group, LLC | 5,484 | $471.8K | 0.01% | −3,050−35.7% | Reduced |
| Resources Investment Advisors, LLC. | 5,432 | $467.3K | 0.01% | −267−4.7% | Reduced |
| Davis R M Inc | 5,418 | $466.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,427 | $466.0K | 0.04% | +5,422+108,440.0% | Added |
| Ballentine Partners, LLC | 5,388 | $463.6K | 0.01% | −393−6.8% | Reduced |
| CAPROCK Group, Inc. | 5,298 | $462.0K | 0.01% | −2,262−29.9% | Reduced |
| Estabrook Capital Management | 5,337 | $459.2K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,311 | $457.0K | 0.21% | +5,311 | New |
| Armstrong Advisory Group, Inc | 4,335 | $455.7K | 0.04% | 00.0% | Unchanged |