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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 5,289 | $455.1K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 5,261 | $452.6K | 0.01% | −381−6.8% | Reduced |
| Ostrum Asset Management | 5,244 | $451.2K | 0.02% | −3,784−41.9% | Reduced |
| MUFG Securities Americas Inc. | 5,200 | $447.4K | 0.05% | +867+20.0% | Added |
| Valued Retirements, Inc. | 5,190 | $446.5K | 0.59% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,178 | $445.5K | 0.13% | +201+4.0% | Added |
| Texas Yale Capital Corp. | 5,155 | $443.5K | 0.02% | +230+4.7% | Added |
| Golden State Equity Partners | 5,150 | $443.1K | 0.09% | −152−2.9% | Reduced |
| NorthRock Partners, LLC | 5,075 | $439.9K | 0.01% | +131+2.6% | Added |
| Hancock Whitney Corp | 5,089 | $437.9K | 0.01% | −6,668−56.7% | Reduced |
| Linscomb & Williams, Inc. | 5,033 | $433.0K | 0.02% | +5,033 | New |
| NorthStar Asset Management LLC | 5,015 | $431.5K | 0.27% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,014 | $431.4K | 0.03% | −941−15.8% | Reduced |
| Perfromance Wealth Partners, LLC | 5,007 | $430.8K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,994 | $429.7K | 0.02% | +4,994 | New |
| Brown Brothers Harriman & Co | 4,980 | $428.5K | 0.00% | −577−10.4% | Reduced |
| Atria Investments LLC | 4,973 | $427.9K | 0.01% | −12,375−71.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,887 | $420.5K | 0.08% | −43−0.9% | Reduced |
| Abn Amro Investment Solutions | 4,834 | $415.9K | 0.01% | +918+23.4% | Added |
| Eqis Capital Management, Inc. | 4,834 | $415.8K | 0.03% | +194+4.2% | Added |
| Farther Finance Advisors, LLC | 4,773 | $414.7K | 0.01% | +185+4.0% | Added |
| Accuvest Global Advisors | 4,776 | $411.0K | 0.35% | +4,776 | New |
| Hilltop Holdings Inc. | 4,760 | $409.5K | 0.03% | −2,372−33.3% | Reduced |
| Putney Financial Group LLC | 4,731 | $407.1K | 0.43% | −193−3.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $403.7K | 0.11% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,612 | $396.8K | 0.01% | +553+13.6% | Added |
| Fortitude Family Office, LLC | 4,609 | $396.6K | 0.14% | −4,086−47.0% | Reduced |
| Farringdon Capital, Ltd. | 4,540 | $390.6K | 0.20% | +4,540 | New |
| Prospera Financial Services Inc | 4,536 | $390.4K | 0.01% | +1,445+46.7% | Added |
| Aspen Investment Management Inc | 4,531 | $390.0K | 0.18% | +402+9.7% | Added |
| Kovitz Investment Group Partners, LLC | 4,515 | $388.5K | 0.00% | +348+8.4% | Added |
| Essex Savings Bank | 4,495 | $386.7K | 0.10% | −150−3.2% | Reduced |
| Welch Group, LLC | 4,531 | $385.6K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,471 | $384.7K | 0.03% | +59+1.3% | Added |
| Teamwork Financial Advisors, LLC | 4,464 | $384.1K | 0.05% | −30−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,454 | $383.2K | 0.02% | −777−14.9% | Reduced |
| Huntington National Bank | 4,419 | $380.2K | 0.00% | +1,110+33.5% | Added |
| Tradewinds, LLC. | 4,415 | $379.9K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,407 | $379.2K | 0.03% | +288+7.0% | Added |
| Armor Investment Advisors, LLC | 4,381 | $376.9K | 0.16% | −142−3.1% | Reduced |
| M&G Plc | 4,376 | $376.3K | 0.00% | +4,376 | New |
| SFG Wealth Management, LLC. | 4,322 | $371.9K | 0.18% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 4,320 | $371.7K | 0.15% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 4,319 | $371.6K | 0.00% | −2,336−35.1% | Reduced |
| Ameritas Advisory Services, LLC | 4,181 | $370.6K | 0.01% | +89+2.2% | Added |
| NCP Inc. | 4,298 | $369.8K | 0.50% | +21+0.5% | Added |
| Symphony Financial, Ltd. Co. | 4,264 | $368.5K | 0.22% | −13,535−76.0% | Reduced |
| BCO Wealth Management LLC | 4,275 | $367.8K | 0.29% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,263 | $366.8K | 0.08% | +103+2.5% | Added |
| Horizon Investments, LLC | 4,215 | $362.7K | 0.01% | +202+5.0% | Added |
| Chicago Partners Investment Group LLC | 3,715 | $361.5K | 0.01% | +319+9.4% | Added |
| Stephens Inc | 4,188 | $360.4K | 0.01% | +20.0% | Added |
| L.M. Kohn & Company | 4,172 | $359.0K | 0.09% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,150 | $357.1K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,140 | $356.3K | 0.01% | +868+26.5% | Added |
| Wambolt & Associates, LLC | 4,050 | $351.9K | 0.12% | −249−5.8% | Reduced |
| Pinnacle Associates Ltd | 4,090 | $351.9K | 0.01% | +25+0.6% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $351.5K | 0.24% | 00.0% | Unchanged |
| Sachetta, LLC | 4,022 | $346.2K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,021 | $346.0K | 0.02% | −908−18.4% | Reduced |
| Axis Wealth Partners, LLC | 4,020 | $345.9K | 0.26% | +3+0.1% | Added |
| GAMMA Investing LLC | 3,972 | $341.8K | 0.03% | −357−8.2% | Reduced |
| Bogart Wealth, LLC | 3,907 | $336.2K | 0.02% | −64−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 3,905 | $336.0K | 0.03% | +4+0.1% | Added |
| Cynosure Management, LLC | 3,853 | $331.5K | 0.05% | +989+34.5% | Added |
| Catalyst Funds Management Pty Ltd | 3,848 | $331.1K | 0.09% | −900−19.0% | Reduced |
| Park National Corp | 3,838 | $330.2K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,813 | $329.8K | 0.01% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 3,806 | $327.5K | 0.21% | 00.0% | Unchanged |
| 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 |
| Crown Wealth Group, LLC | 3,797 | $326.7K | 0.17% | +39+1.0% | Added |
| International Assets Investment Management, LLC | 3,791 | $326.2K | 0.03% | +102+2.8% | Added |
| Parallel Advisors, LLC | 3,752 | $322.8K | 0.01% | −13−0.3% | Reduced |
| Perigon Wealth Management, LLC | 3,728 | $320.8K | 0.01% | −356−8.7% | Reduced |
| RMR Wealth Builders | 3,650 | $317.0K | 0.03% | −102−2.7% | Reduced |
| Summit Trail Advisors, LLC | 3,619 | $315.3K | 0.01% | −2,085−36.6% | Reduced |
| CWA Asset Management Group, LLC | 3,647 | $313.8K | 0.02% | −9,921−73.1% | Reduced |
| Destination Wealth Management | 3,646 | $313.7K | 0.01% | 00.0% | Unchanged |
| Aristeia Capital LLC | 3,640 | $313.2K | 0.01% | +714+24.4% | Added |
| Severin Investments, LLC | 3,631 | $312.4K | 0.31% | +182+5.3% | Added |
| Cetera Trust Company, N.A | 3,625 | $311.9K | 0.20% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,604 | $310.1K | 0.04% | +3,604 | New |
| Blue Rock Wealth Management LLC | 3,600 | $309.7K | 0.26% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,595 | $309.3K | 0.02% | +1,623+82.3% | Added |
| Strategic Blueprint, LLC | 3,592 | $309.0K | 0.02% | −206−5.4% | Reduced |
| Marex Group plc | 3,578 | $307.9K | 0.01% | −920−20.5% | Reduced |
| Monument Capital Management | 3,553 | $305.7K | 0.09% | −5,336−60.0% | Reduced |
| Palacios Wealth Management, LLC | 3,525 | $303.3K | 0.28% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,520 | $303.3K | 0.04% | −141−3.9% | Reduced |
| Aire Advisors, LLC | 3,504 | $301.5K | 0.06% | −192−5.2% | Reduced |
| 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 |
| Philadelphia Trust Co | 3,500 | $301.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,491 | $300.3K | 0.14% | −41−1.2% | Reduced |
| Lokken Investment Group LLC | 3,479 | $299.3K | 0.13% | +5+0.1% | Added |
| Richard W. Paul & Associates, LLC | 3,442 | $296.2K | 0.12% | −27−0.8% | Reduced |
| Mission Wealth Management, LP | 3,441 | $296.1K | 0.01% | −4−0.1% | Reduced |
| Natural Investments, LLC | 3,450 | $296.0K | 0.08% | +11+0.3% | Added |
| Mechanics Bank Trust Department | 3,428 | $294.9K | 0.04% | +3,428 | New |