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 |
|---|---|---|---|---|---|
| Tower View Investment Management & Research LLC | 1,654 | $142.3K | 0.08% | +12+0.7% | Added |
| Smartleaf Asset Management LLC | 1,670 | $142.1K | 0.01% | −123−6.9% | Reduced |
| Central Trust Co | 1,647 | $141.7K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 1,619 | $139.3K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,600 | $137.7K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,597 | $137.4K | 0.11% | −1,394−46.6% | Reduced |
| Deseret Mutual Benefit Administrators | 1,501 | $129.1K | 0.06% | −418−21.8% | Reduced |
| First Financial Corp | 1,500 | $129.1K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $126.7K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,472 | $126.7K | 0.08% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,462 | $125.8K | 0.02% | −9−0.6% | Reduced |
| Penserra Capital Management LLC | 1,426 | $122.0K | 0.00% | −680−32.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $118.7K | 0.04% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,350 | $116.2K | 0.13% | 00.0% | Unchanged |
| Assetmark, Inc | 1,315 | $113.1K | 0.00% | −71,899−98.2% | Reduced |
| Silvant Capital Management LLC | 1,292 | $111.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,279 | $110.0K | 0.01% | −75−5.5% | Reduced |
| Parkside Financial Bank & Trust | 1,265 | $108.8K | 0.01% | −11−0.9% | Reduced |
| Peoples Bank | 1,235 | $106.3K | 0.07% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,184 | $101.9K | 0.00% | −7,963−87.1% | Reduced |
| Addison Advisors LLC | 1,173 | $100.9K | 0.03% | −218−15.7% | Reduced |
| Lindbrook Capital, LLC | 1,113 | $95.8K | 0.01% | +126+12.8% | Added |
| Lavaca Capital LLC | 1,101 | $94.7K | 0.04% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,100 | $94.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,095 | $94.2K | 0.01% | +1,095 | New |
| Sittner & Nelson, LLC | 1,026 | $88.3K | 0.04% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,022 | $87.9K | 0.00% | −1,405−57.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,017 | $87.5K | 0.00% | +618+154.9% | Added |
| Hexagon Capital Partners LLC | 1,000 | $86.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 978 | $84.1K | 0.00% | −164−14.4% | Reduced |
| JFS Wealth Advisors, LLC | 947 | $81.5K | 0.01% | −9−0.9% | Reduced |
| Clearstead Advisors, LLC | 934 | $80.4K | 0.00% | +4+0.4% | Added |
| Sound Income Strategies, LLC | 922 | $79.3K | 0.00% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 914 | $78.7K | 0.01% | −16−1.7% | Reduced |
| Sandy Spring Bank | 900 | $77.5K | 0.00% | −23−2.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 861 | $74.8K | 0.02% | −20−2.3% | Reduced |
| Ci Investments Inc. | 856 | $74.0K | 0.00% | −611−41.6% | Reduced |
| Avion Wealth | 699 | $73.0K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 829 | $72.0K | 0.05% | +18+2.2% | Added |
| Parvin Asset Management, LLC | 820 | $70.6K | 0.08% | 00.0% | Unchanged |
| Bank of New Hampshire | 795 | $68.4K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 839 | $65.0K | 0.04% | −251−23.0% | Reduced |
| Global X Japan Co., Ltd. | 755 | $65.0K | 0.01% | +150+24.8% | Added |
| Optimum Investment Advisors | 750 | $64.5K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 748 | $64.4K | 0.02% | −13−1.7% | Reduced |
| Eastern Bank | 735 | $63.2K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 655 | $56.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 650 | $55.9K | 0.00% | −700−51.9% | Reduced |
| Rothschild Investment LLC | 640 | $55.1K | 0.00% | −320−33.3% | Reduced |
| True Wealth Design, LLC | 629 | $54.2K | 0.02% | +7+1.1% | Added |
| Harbor Investment Advisory, LLC | 626 | $53.9K | 0.01% | +2+0.3% | Added |
| Proffitt & Goodson Inc | 622 | $53.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 610 | $52.5K | 0.00% | +4+0.7% | Added |
| Financial Avengers, Inc. | 596 | $51.3K | 0.03% | +4+0.7% | Added |
| Sawyer & Company, Inc | 595 | $51.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 579 | $49.8K | 0.00% | +59+11.3% | Added |
| Whittier Trust Co of Nevada Inc | 579 | $49.8K | 0.00% | +90+18.4% | Added |
| Promus Capital, LLC | 572 | $49.2K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 570 | $49.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 555 | $47.8K | 0.00% | +555 | New |
| CVA Family Office, LLC | 549 | $47.2K | 0.01% | +50+10.0% | Added |
| Zions Bancorporation, National Association | 536 | $46.1K | 0.00% | +536 | New |
| Catalyst Capital Advisors LLC | 527 | $45.3K | 0.00% | −43,298−98.8% | Reduced |
| Compass Wealth Management LLC | 525 | $45.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 515 | $44.3K | 0.02% | −45−8.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 504 | $43.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 505 | $43.5K | 0.01% | +500+10,000.0% | Added |
| GPS Wealth Strategies Group, LLC | 500 | $43.0K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 500 | $43.0K | 0.02% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $43.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 493 | $42.0K | 0.00% | −524−51.5% | Reduced |
| Hanson & Doremus Investment Management | 475 | $41.0K | 0.01% | 00.0% | Unchanged |
| Franchise Capital Ltd | 455 | $39.1K | 0.02% | +455 | New |
| Dunhill Financial, LLC | 453 | $39.0K | 0.02% | −14−3.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 442 | $38.4K | 0.00% | +2+0.5% | Added |
| Loomis Sayles & Co L P | 447 | $38.0K | 0.00% | −329−42.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 433 | $37.3K | 0.04% | −62−12.5% | Reduced |
| Wayfinding Financial, LLC | 432 | $37.0K | 0.02% | +432 | New |
| Medallion Wealth Advisors, LLC | 420 | $36.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 409 | $35.2K | 0.00% | +2+0.5% | Added |
| Canton Hathaway, LLC | 411 | $35.0K | 0.01% | +11+2.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $34.4K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $34.4K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $34.4K | 0.01% | +400 | New |
| AllSquare Wealth Management LLC | 395 | $34.0K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 390 | $33.6K | 0.03% | 00.0% | Unchanged |
| Transce3nd, LLC | 362 | $31.1K | 0.01% | −923−71.8% | Reduced |
| Piscataqua Savings Bank | 353 | $30.4K | 0.03% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 350 | $30.1K | 0.02% | −150−30.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $29.9K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 325 | $28.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 307 | $26.4K | 0.02% | −353−53.5% | Reduced |
| Cranbrook Wealth Management, LLC | 300 | $25.8K | 0.01% | +300 | New |
| Financial Network Wealth Advisors LLC | 300 | $25.8K | 0.03% | +300 | New |
| IAG Wealth Partners, LLC | 295 | $25.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 279 | $24.0K | 0.01% | +18+6.9% | Added |
| West Branch Capital LLC | 275 | $23.7K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 268 | $23.3K | 0.01% | −501−65.1% | Reduced |
| Harbor Capital Advisors, Inc. | 266 | $23.0K | 0.00% | −369−58.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 264 | $22.8K | 0.01% | −1,197−81.9% | Reduced |