Skip to main content
Livermore
Livermore
ZHEN

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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Iron Mountain Inc as of Jun 30, 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
1,045
+59 vs. Q1 2025
Shares held
248.8M
+4.03M (+1.6%) vs. Q1 2025
Total value
$25.5B
+$4.48B (+21.3%) vs. Q1 2025
New holders
121
391 more added
Sold out
62
356 more reduced

9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,045 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ2 2025: $25.5B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2025.

Institutions holding IRM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC0$190.00%0Unchanged
Private Wealth Management Group, LLC1$1030.00%00.0%Unchanged
DecisionPoint Financial, LLC2$2000.00%+2New
Beaird Harris Wealth Management, LLC3$3080.00%+3New
LGT Financial Advisors LLC3$3080.00%+3New
Wolff Wiese Magana LLC5$5130.00%00.0%Unchanged
TFC Financial Management7$7180.00%+1+16.7%Added
American Capital Advisory, LLC8$8210.00%+1+14.3%Added
Stephens Consulting, LLC8$8210.00%+8New
Colonial Trust Co9$9230.00%+5+125.0%Added
Capital Advisors, Ltd. LLC10$1.00K0.00%−1−9.1%Reduced
Rialto Wealth Management, LLC10$1.03K0.00%−13−56.5%Reduced
Quaker Wealth Management, LLC10$1.03K0.00%+10New
Aspect Partners, LLC11$1.13K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$1.17K0.00%−12−48.0%Reduced
Atlantic Trust, LLC12$1.23K0.00%+12New
Essential Partners LLC13$1.33K0.00%+13New
Millstone Evans Group, LLC14$1.44K0.00%00.0%Unchanged
Clark Wealth Partners15$1.54K0.00%00.0%Unchanged
Kilter Group LLC15$1.54K0.00%+15New
Activest Wealth Management17$1.74K0.00%−16−48.5%Reduced
Tortoise Investment Management, LLC17$1.74K0.00%+12+240.0%Added
POM Investment Strategies, LLC19$1.98K0.00%00.0%Unchanged
Ogorek Anthony Joseph25$2.00K0.00%00.0%Unchanged
Tobam19$2.00K0.00%00.0%Unchanged
Pineridge Advisors LLC22$2.26K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC22$2.26K0.00%+6+37.5%Added
Strengthening Families & Communities, LLC24$2.46K0.00%+9+60.0%Added
Holos Integrated Wealth LLC29$2.62K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC27$2.77K0.00%00.0%Unchanged
Hollencrest Capital Management29$2.98K0.00%00.0%Unchanged
WealthTrak Capital Management LLC30$3.08K0.00%+5+20.0%Added
Raffa Wealth Management, LLC31$3.18K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC37$3.82K0.00%+20+117.6%Added
Sierra Ocean, LLC38$3.91K0.00%00.0%Unchanged
Hantz Financial Services, Inc.38$4.00K0.00%+31+442.9%Added
Copia Wealth Management42$4.31K0.00%00.0%Unchanged
Cornerstone Planning Group LLC48$4.59K0.00%+23+92.0%Added
Wealth Preservation Advisors, LLC46$4.72K0.00%00.0%Unchanged
High Note Wealth, LLC47$4.82K0.00%−10−17.5%Reduced
Mowery & Schoenfeld Wealth Management, LLC49$5.03K0.01%00.0%Unchanged
Innovative Advisory Group, LLC50$5.13K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA58$6.00K0.00%00.0%Unchanged
Howard Hughes Medical Institute63$6.46K0.00%+63New
Grove Bank & Trust64$6.56K0.00%+29+82.9%Added
UMA Financial Services, Inc.65$6.70K0.00%+33+103.1%Added
Marshall & Sterling Wealth Advisors Inc.67$6.87K0.00%−2−2.9%Reduced
Dogwood Wealth Management LLC74$7.37K0.00%+54+270.0%Added
S&T Bank75$7.69K0.00%00.0%Unchanged
Asset Dedication, LLC85$8.72K0.00%00.0%Unchanged
Anfield Capital Management, LLC88$9.03K0.00%00.0%Unchanged
Creative Financial Designs Inc90$9.23K0.00%00.0%Unchanged
Rossby Financial, LCC90$9.23K0.00%+90New
Red Tortoise LLC94$9.64K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.100$10.3K0.01%+44+78.6%Added
Chung Wu Investment Group, LLC100$10.3K0.01%+100New
Kayne Anderson Rudnick Investment Management LLC104$10.7K0.00%+4+4.0%Added
LRI Investments, LLC106$10.9K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC108$11.1K0.01%+67+163.4%Added
BOK Financial Private Wealth, Inc.109$11.2K0.00%+109New
Moisand Fitzgerald Tamayo, LLC113$11.6K0.00%00.0%Unchanged
Manchester Capital Management LLC118$12.1K0.00%+2+1.7%Added
South State Corp.121$12.4K0.00%−8−6.2%Reduced
Mark Sheptoff Financial Planning, LLC123$12.6K0.01%00.0%Unchanged
Tidemark, LLC125$12.8K0.00%00.0%Unchanged
Bellwether Advisors, LLC128$13.1K0.00%00.0%Unchanged
MV Capital Management, Inc.131$13.4K0.00%+13+11.0%Added
Accordant Advisory Group Inc137$14.1K0.01%00.0%Unchanged
Winnow Wealth LLC137$14.1K0.01%+130+1,857.1%Added
Bell Investment Advisors, Inc137$14.1K0.00%+6+4.6%Added
Park Place Capital Corp141$14.1K0.00%00.0%Unchanged
PMV Capital Advisers, LLC140$14.4K0.03%+140New
RMG Wealth Management LLC150$14.9K0.00%+150New
Hemington Wealth Management163$16.0K0.00%−1−0.6%Reduced
Twin Peaks Wealth Advisors, LLC177$16.3K0.01%+177New
Chesapeake Asset Management LLC170$17.4K0.02%00.0%Unchanged
GW&K Investment Management, LLC179$18.0K0.00%−4−2.2%Reduced
Oakworth Capital, Inc.180$18.5K0.00%−399−68.9%Reduced
Coston, McIsaac & Partners188$19.0K0.00%+2+1.1%Added
WPG Advisers, LLC186$19.1K0.02%+120+181.8%Added
Provenance Wealth Advisors, LLC189$19.4K0.00%00.0%Unchanged
Rise Advisors, LLC194$19.9K0.01%+2+1.0%Added
Clear Street Markets LLC199$20.4K0.01%+199New
Farmers & Merchants Investments Inc201$20.6K0.00%−4−2.0%Reduced
Lazard Asset Management LLC210$21.0K0.00%−283−57.4%Reduced
Chilton Capital Management LLC205$21.0K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC215$22.1K0.00%00.0%Unchanged
Covestor Ltd222$23.0K0.01%+40+22.0%Added
NewSquare Capital LLC238$24.4K0.00%+204+600.0%Added
IMG Wealth Management, Inc.244$25.0K0.02%00.0%Unchanged
Meeder Asset Management Inc248$25.4K0.00%+145+140.8%Added
Halbert Hargrove Global Advisors, LLC250$25.6K0.00%00.0%Unchanged
PFS Partners, LLC250$25.6K0.01%00.0%Unchanged
Beacon Capital Management, LLC260$26.7K0.00%00.0%Unchanged
ORG Wealth Partners, LLC268$26.8K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.265$27.0K0.00%−1−0.4%Reduced
Thompson Investment Management, Inc.264$27.1K0.00%00.0%Unchanged
West Branch Capital LLC275$28.2K0.01%00.0%Unchanged
Central Pacific Bank - Trust Division278$28.5K0.00%+46+19.8%Added
Newbridge Financial Services Group, Inc.279$28.6K0.00%+15+5.7%Added