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 |
|---|---|---|---|---|---|
| Robinson Smith Wealth Advisors LLC | 3,425 | $294.7K | 0.25% | +825+31.7% | Added |
| Southland Equity Partners LLC | 3,396 | $292.2K | 0.07% | +5+0.1% | Added |
| Foster & Motley Inc | 3,375 | $290.0K | 0.02% | −25−0.7% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $288.2K | 0.06% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,350 | $288.2K | 0.11% | +3,250+3,250.0% | Added |
| Great Valley Advisor Group, Inc. | 3,325 | $285.9K | 0.01% | +745+28.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,322 | $285.8K | 0.32% | −1,000−23.1% | Reduced |
| Evergreen Capital Management LLC | 3,317 | $285.5K | 0.01% | +283+9.3% | Added |
| Sowell Financial Services LLC | 3,314 | $285.1K | 0.01% | +3,314 | New |
| Advisors Management Group Inc | 3,309 | $285.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,312 | $285.0K | 0.00% | +118+3.7% | Added |
| SeaCrest Wealth Management, LLC | 3,281 | $282.3K | 0.03% | −2,509−43.3% | Reduced |
| Whittier Trust Co | 3,265 | $280.9K | 0.00% | +108+3.4% | Added |
| Meeder Advisory Services, Inc. | 3,229 | $277.8K | 0.02% | +187+6.1% | Added |
| Beaumont Financial Advisors, LLC | 3,217 | $276.8K | 0.02% | −16−0.5% | Reduced |
| Keystone Financial Group | 3,181 | $273.7K | 0.03% | +8+0.3% | Added |
| Sovereign Financial Group, Inc. | 3,145 | $270.6K | 0.06% | +3+0.1% | Added |
| Jacobi Capital Management LLC | 3,141 | $270.2K | 0.02% | +3+0.1% | Added |
| Keystone Wealth Services, LLC | 3,127 | $269.0K | 0.07% | 00.0% | Unchanged |
| Change Path, LLC | 3,119 | $268.3K | 0.01% | −6,796−68.5% | Reduced |
| American Investment Services, Inc. | 3,103 | $267.0K | 0.05% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,089 | $265.8K | 0.05% | +3,089 | New |
| Dynamic Advisor Solutions LLC | 3,075 | $264.6K | 0.01% | +619+25.2% | Added |
| Cooper Financial Group | 3,042 | $261.8K | 0.03% | +90+3.0% | Added |
| Clean Yield Group | 3,022 | $260.0K | 0.08% | −20−0.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,014 | $259.3K | 0.01% | +115+4.0% | Added |
| Asset Planning,Inc | 3,000 | $258.1K | 0.20% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2,954 | $256.5K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,963 | $254.9K | 0.04% | +9+0.3% | Added |
| Skopos Labs, Inc. | 2,954 | $254.2K | 0.05% | +401+15.7% | Added |
| Cigna Investments Inc | 2,936 | $253.0K | 0.05% | −53−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 2,931 | $252.2K | 0.02% | +7+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 2,929 | $252.0K | 0.06% | −485−14.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,928 | $252.0K | 0.03% | +10+0.3% | Added |
| Cookson Peirce & Co Inc | 2,919 | $251.2K | 0.01% | −451,633−99.4% | Reduced |
| Warm Springs Advisors Inc. | 2,900 | $249.5K | 0.25% | +326+12.7% | Added |
| Crestwood Advisors Group LLC | 2,876 | $247.5K | 0.00% | −195−6.3% | Reduced |
| TRUE Private Wealth Advisors | 2,869 | $246.8K | 0.03% | −663−18.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,859 | $246.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,838 | $244.2K | 0.01% | −21,692−88.4% | Reduced |
| Perennial Investment Advisors, LLC | 2,836 | $244.0K | 0.03% | +291+11.4% | Added |
| Cypress Capital Group | 2,815 | $242.2K | 0.03% | −20−0.7% | Reduced |
| Jordan Park Group LLC | 2,803 | $241.2K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,799 | $240.9K | 0.01% | −1,614−36.6% | Reduced |
| Premier Path Wealth Partners, LLC | 2,790 | $240.1K | 0.04% | −54−1.9% | Reduced |
| Keybank National Association | 2,790 | $240.0K | 0.00% | −2,128−43.3% | Reduced |
| Seelaus Asset Management LLC | 2,775 | $238.8K | 0.23% | +75+2.8% | Added |
| Strategic Investment Solutions, Inc. | 2,763 | $237.7K | 0.07% | +2,563+1,281.5% | Added |
| Howland Capital Management LLC | 2,727 | $236.3K | 0.01% | −552−16.8% | Reduced |
| Wedmont Private Capital | 2,814 | $234.8K | 0.01% | −433−13.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,722 | $234.2K | 0.02% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,645 | $233.5K | 0.02% | +230+9.5% | Added |
| Mosaic Family Wealth Partners, LLC | 2,713 | $233.4K | 0.03% | +673+33.0% | Added |
| Investment House LLC | 2,700 | $232.3K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,700 | $232.3K | 0.02% | +550+25.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,698 | $232.2K | 0.04% | +101+3.9% | Added |
| Allen Investment Management LLC | 2,696 | $232.0K | 0.00% | 00.0% | Unchanged |
| Advisor Resource Council | 3,419 | $230.5K | 0.02% | +3,419 | New |
| Savvy Advisors, Inc. | 2,668 | $229.6K | 0.02% | +141+5.6% | Added |
| Bedel Financial Consulting, Inc. | 2,352 | $228.0K | 0.03% | +15+0.6% | Added |
| Aberdeen Wealth Management LLC | 2,645 | $227.6K | 0.16% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,632 | $226.5K | 0.01% | −183−6.5% | Reduced |
| Seed Wealth Management, Inc. | 2,620 | $225.4K | 0.18% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,619 | $225.3K | 0.07% | +50+1.9% | Added |
| Brookwood Investment Group LLC | 2,602 | $223.9K | 0.04% | +2,602 | New |
| Walker Asset Management, LLC | 2,599 | $223.6K | 0.14% | −1,272−32.9% | Reduced |
| Segment Wealth Management, LLC | 2,578 | $221.8K | 0.02% | −22−0.8% | Reduced |
| Richard P Slaughter Associates Inc | 2,544 | $218.9K | 0.05% | −6,303−71.2% | Reduced |
| Centerpoint Advisory Group | 2,535 | $218.1K | 0.21% | −50−1.9% | Reduced |
| Umb Bank N A | 2,530 | $217.7K | 0.00% | −4,148−62.1% | Reduced |
| Samalin Investment Counsel, LLC | 2,526 | $217.4K | 0.09% | +2,526 | New |
| Capital Square, LLC | 2,522 | $217.0K | 0.13% | +2,522 | New |
| Carnegie Capital Asset Management, LLC | 2,777 | $215.3K | 0.01% | +500+22.0% | Added |
| Lighthouse Investment Partners, LLC | 2,500 | $215.1K | 0.01% | +2,500 | New |
| Iron Financial, LLC | 2,483 | $213.6K | 0.12% | +2,483 | New |
| Duncan Williams Asset Management, LLC | 2,482 | $213.6K | 0.08% | +16+0.6% | Added |
| Belpointe Asset Management LLC | 2,476 | $213.1K | 0.01% | −4,774−65.8% | Reduced |
| Mather Group, LLC. | 2,467 | $212.3K | 0.00% | −115−4.5% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,458 | $211.5K | 0.10% | +2,458 | New |
| Triasima Portfolio Management inc. | 2,450 | $210.8K | 0.04% | −26,090−91.4% | Reduced |
| Ausdal Financial Partners, Inc. | 2,446 | $210.4K | 0.02% | +97+4.1% | Added |
| Fielder Capital Group LLC | 2,409 | $207.3K | 0.06% | +10.0% | Added |
| Quarry LP | 2,399 | $206.4K | 0.05% | +1,524+174.2% | Added |
| Schmidt P J Investment Management Inc | 2,360 | $203.1K | 0.04% | −500−17.5% | Reduced |
| Waldron Private Wealth LLC | 2,338 | $202.9K | 0.01% | +2,338 | New |
| Argentarii, LLC | 2,333 | $200.7K | 0.10% | +2,333 | New |
| Private Trust Co NA | 2,305 | $198.3K | 0.02% | −549−19.2% | Reduced |
| Heritage Wealth Advisors | 2,222 | $191.2K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 2,050 | $176.4K | 0.04% | −25,460−92.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,000 | $172.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $172.1K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,969 | $169.4K | 0.03% | +1,969 | New |
| Coastline Trust Co | 1,856 | $159.7K | 0.02% | +44+2.4% | Added |
| CX Institutional | 1,801 | $155.0K | 0.01% | −3,000−62.5% | Reduced |
| Monetary Management Group Inc | 1,800 | $154.9K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 1,658 | $152.8K | 0.04% | −13,951−89.4% | Reduced |
| NVWM, LLC | 1,699 | $146.2K | 0.04% | +5+0.3% | Added |
| Rosenberg Matthew Hamilton | 1,680 | $144.5K | 0.04% | +605+56.3% | Added |
| Larson Financial Group LLC | 1,659 | $142.8K | 0.01% | +1,101+197.3% | Added |
| CoreCap Advisors, LLC | 1,657 | $142.6K | 0.01% | −25,997−94.0% | Reduced |