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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IAG Wealth Partners, LLC | 295 | $30.3K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 240 | $30.3K | 0.01% | −355−59.7% | Reduced |
| Cranbrook Wealth Management, LLC | 300 | $30.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $30.8K | 0.04% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 320 | $32.8K | 0.03% | −70−17.9% | Reduced |
| Godsey & Gibb Associates | 325 | $33.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 327 | $33.5K | 0.02% | +48+17.2% | Added |
| Bartlett & Co. Wealth Management LLC | 330 | $34.1K | 0.00% | −112−25.3% | Reduced |
| Piscataqua Savings Bank | 353 | $36.2K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $36.4K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 359 | $36.8K | 0.03% | +9+2.6% | Added |
| Transce3nd, LLC | 362 | $37.1K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 360 | $37.8K | 0.00% | +164+83.7% | Added |
| Versant Capital Management, Inc | 379 | $38.9K | 0.01% | +241+174.6% | Added |
| AllSquare Wealth Management LLC | 395 | $40.5K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $41.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $41.0K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $41.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 406 | $41.6K | 0.00% | −3−0.7% | Reduced |
| Canton Hathaway, LLC | 411 | $42.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 413 | $42.4K | 0.04% | −20−4.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 500 | $43.0K | 0.02% | +500 | New |
| Harbor Investment Advisory, LLC | 420 | $43.1K | 0.00% | −206−32.9% | Reduced |
| Medallion Wealth Advisors, LLC | 420 | $43.1K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 447 | $45.8K | 0.00% | 00.0% | Unchanged |
| Franchise Capital Ltd | 455 | $46.7K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $49.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 488 | $50.1K | 0.01% | +35+7.7% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $51.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $51.3K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 502 | $51.5K | 0.01% | −3−0.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 504 | $52.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 546 | $56.0K | 0.02% | +31+6.0% | Added |
| Quarry LP | 558 | $57.2K | 0.01% | −1,841−76.7% | Reduced |
| Zions Bancorporation, National Association | 568 | $58.3K | 0.00% | +32+6.0% | Added |
| North Star Investment Management Corp. | 570 | $58.5K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 572 | $58.7K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 583 | $59.8K | 0.00% | +4+0.7% | Added |
| Financial Avengers, Inc. | 602 | $61.8K | 0.03% | +6+1.0% | Added |
| CVA Family Office, LLC | 604 | $62.0K | 0.01% | +55+10.0% | Added |
| GHP Investment Advisors, Inc. | 615 | $63.0K | 0.00% | +5+0.8% | Added |
| Proffitt & Goodson Inc | 622 | $63.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 646 | $66.2K | 0.02% | +17+2.7% | Added |
| Caitong International Asset Management Co., Ltd | 650 | $66.7K | 0.05% | +343+111.7% | Added |
| Valley National Advisers Inc | 655 | $67.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 658 | $67.5K | 0.00% | +18+2.8% | Added |
| First Horizon Advisors, Inc. | 703 | $72.1K | 0.00% | +53+8.2% | Added |
| Bokf, NA | 708 | $72.6K | 0.00% | +702+11,700.0% | Added |
| Bay Harbor Wealth Management, LLC | 703 | $72.6K | 0.02% | −158−18.4% | Reduced |
| Eastern Bank | 735 | $75.4K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 742 | $76.0K | 0.02% | +43+6.2% | Added |
| Abound Wealth Management | 748 | $76.8K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $76.9K | 0.03% | 00.0% | Unchanged |
| Onefund, LLC | 767 | $79.0K | 0.06% | +767 | New |
| Mount Yale Investment Advisors, LLC | 791 | $81.1K | 0.01% | +791 | New |
| Bank of New Hampshire | 795 | $81.5K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 839 | $84.0K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 820 | $84.1K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 825 | $85.0K | 0.00% | −31−3.6% | Reduced |
| MUFG Securities EMEA plc | 865 | $88.7K | 0.00% | +865 | New |
| Cromwell Holdings LLC | 861 | $89.0K | 0.05% | +32+3.9% | Added |
| Global X Japan Co., Ltd. | 907 | $93.0K | 0.01% | +152+20.1% | Added |
| Catalyst Capital Advisors LLC | 907 | $93.0K | 0.00% | +380+72.1% | Added |
| Sound Income Strategies, LLC | 917 | $94.1K | 0.01% | −5−0.5% | Reduced |
| JFS Wealth Advisors, LLC | 947 | $97.1K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 952 | $97.7K | 0.12% | +952 | New |
| Kozak & Associates, Inc. | 1,000 | $99.3K | 0.02% | +1,000 | New |
| Quest Partners LLC | 983 | $100.8K | 0.01% | −112−10.2% | Reduced |
| Richardson Financial Services Inc. | 1,025 | $102.4K | 0.07% | +1,025 | New |
| Sittner & Nelson, LLC | 1,026 | $105.3K | 0.04% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,050 | $107.7K | 0.02% | −1,000−48.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,054 | $108.1K | 0.00% | +37+3.6% | Added |
| First Command Advisory Services, Inc. | 1,100 | $112.8K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,101 | $112.9K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,109 | $113.8K | 0.01% | +1,109 | New |
| Headlands Technologies LLC | 1,122 | $115.1K | 0.01% | +1,122 | New |
| Rosenberg Matthew Hamilton | 1,125 | $115.4K | 0.03% | −555−33.0% | Reduced |
| ORG Partners LLC | 1,192 | $119.1K | 0.03% | −466−28.1% | Reduced |
| Addison Advisors LLC | 1,173 | $120.3K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,229 | $126.1K | 0.01% | −50−3.9% | Reduced |
| Parkside Financial Bank & Trust | 1,282 | $131.5K | 0.01% | +17+1.3% | Added |
| Silvant Capital Management LLC | 1,292 | $132.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,322 | $135.6K | 0.01% | +300+29.4% | Added |
| Vision Financial Markets LLC | 1,350 | $138.5K | 0.13% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,358 | $139.3K | 0.00% | +424+45.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $141.5K | 0.04% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,386 | $142.2K | 0.10% | −211−13.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,416 | $145.2K | 0.01% | +502+54.9% | Added |
| HHM Wealth Advisors, LLC | 1,444 | $148.1K | 0.02% | −18−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $150.8K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,472 | $151.0K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,479 | $151.3K | 0.01% | −191−11.4% | Reduced |
| First Financial Corp | 1,500 | $153.9K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,501 | $154.0K | 0.07% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,588 | $162.9K | 0.01% | −69−4.2% | Reduced |
| Penserra Capital Management LLC | 1,602 | $163.0K | 0.00% | +176+12.3% | Added |
| Central Trust Co | 1,647 | $168.9K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 1,663 | $170.6K | 0.03% | +44+2.7% | Added |
| Tower View Investment Management & Research LLC | 1,670 | $171.3K | 0.09% | +16+1.0% | Added |
| NVWM, LLC | 1,699 | $174.3K | 0.04% | 00.0% | Unchanged |