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 |
|---|---|---|---|---|---|
| CX Institutional | 1,745 | $179.0K | 0.01% | −56−3.1% | Reduced |
| Monetary Management Group Inc | 1,800 | $184.6K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,800 | $185.0K | 0.01% | +1,800 | New |
| Coastline Trust Co | 1,856 | $190.4K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,901 | $195.0K | 0.03% | −68−3.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,923 | $197.2K | 0.06% | −840−30.4% | Reduced |
| Pegasus Asset Management, Inc. | 1,950 | $200.0K | 0.07% | +1,950 | New |
| Modera Wealth Management, LLC | 1,951 | $200.1K | 0.00% | +1,951 | New |
| TPG Advisors LLC | 1,954 | $200.4K | 0.14% | +1,954 | New |
| Jefferies Financial Group Inc. | 1,956 | $200.6K | 0.00% | −8,808−81.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,963 | $201.4K | 0.00% | +1,963 | New |
| Continuum Advisory, LLC | 1,973 | $202.4K | 0.02% | +1,948+7,792.0% | Added |
| Oliver Luxxe Assets LLC | 2,000 | $205.1K | 0.04% | −49,469−96.1% | Reduced |
| Financial Perspectives, Inc | 2,000 | $205.1K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,000 | $205.1K | 0.03% | +400+25.0% | Added |
| Apriem Advisors | 2,000 | $205.1K | 0.02% | +2,000 | New |
| RW Investment Management LLC | 2,000 | $205.1K | 0.02% | +2,000 | New |
| Harbour Trust & Investment Management Co | 2,000 | $205.1K | 0.02% | +2,000 | New |
| Freestone Grove Partners LP | 2,006 | $205.8K | 0.00% | +2,006 | New |
| Acadian Asset Management LLC | 2,009 | $206.0K | 0.00% | +2,009 | New |
| Affinity Investment Advisors, LLC | 2,013 | $206.5K | 0.16% | +2,013 | New |
| Wesbanco Bank Inc | 2,029 | $208.1K | 0.01% | +2,029 | New |
| Johnson Investment Counsel Inc | 2,033 | $208.5K | 0.00% | +2,033 | New |
| Exchange Traded Concepts, LLC | 2,035 | $208.7K | 0.00% | +851+71.9% | Added |
| Arkadios Wealth Advisors | 2,038 | $209.1K | 0.01% | +2,038 | New |
| Ignite Planners, LLC | 2,098 | $209.1K | 0.04% | +2,098 | New |
| Mosaic Family Wealth Partners, LLC | 2,040 | $209.2K | 0.03% | −673−24.8% | Reduced |
| Texas Bank & Trust Co | 2,054 | $210.7K | 0.08% | +2,054 | New |
| Valeo Financial Advisors, LLC | 2,088 | $214.2K | 0.01% | +2,088 | New |
| Balboa Wealth Partners | 2,106 | $216.0K | 0.04% | +2,106 | New |
| Avidian Wealth Solutions, LLC | 2,108 | $216.3K | 0.01% | +2,108 | New |
| Warm Springs Advisors Inc. | 2,117 | $217.1K | 0.19% | −783−27.0% | Reduced |
| Stiles Financial Services Inc | 2,127 | $218.2K | 0.08% | +2,127 | New |
| Saxony Capital Management, LLC | 2,136 | $219.0K | 0.17% | +2,136 | New |
| Nations Financial Group Inc, | 2,157 | $221.3K | 0.02% | −2,857−57.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,158 | $221.3K | 0.00% | +158+7.9% | Added |
| Cookson Peirce & Co Inc | 2,162 | $221.8K | 0.01% | −757−25.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,200 | $226.0K | 0.05% | +2,200 | New |
| Heritage Wealth Advisors | 2,222 | $227.9K | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 2,229 | $228.6K | 0.05% | −315−12.4% | Reduced |
| Mystic Asset Management, Inc. | 2,231 | $228.8K | 0.06% | +2,231 | New |
| Smith, Moore & Co. | 2,271 | $232.9K | 0.02% | +2,271 | New |
| Commerzbank Aktiengesellschaft | 2,280 | $234.0K | 0.01% | +2,280 | New |
| Mayflower Financial Advisors, LLC | 2,290 | $234.9K | 0.03% | +2,290 | New |
| Intrua Financial, LLC | 2,309 | $236.8K | 0.03% | −654−22.1% | Reduced |
| Umb Bank N A | 2,316 | $237.6K | 0.00% | −214−8.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,326 | $238.6K | 0.04% | +2,326 | New |
| Wealth Alliance | 2,328 | $238.8K | 0.03% | +2,328 | New |
| Diversify Wealth Management, LLC | 2,595 | $239.1K | 0.01% | −50−1.9% | Reduced |
| Ausdal Financial Partners, Inc. | 2,352 | $241.3K | 0.02% | −94−3.8% | Reduced |
| Bedel Financial Consulting, Inc. | 2,352 | $241.3K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,338 | $241.6K | 0.01% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 2,358 | $241.8K | 0.04% | −244−9.4% | Reduced |
| Schmidt P J Investment Management Inc | 2,360 | $242.1K | 0.04% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,390 | $245.2K | 0.07% | −19−0.8% | Reduced |
| Geneos Wealth Management Inc. | 2,399 | $246.1K | 0.01% | +1,421+145.3% | Added |
| Private Trust Co NA | 2,405 | $246.7K | 0.02% | +100+4.3% | Added |
| Maven Securities LTD | 2,406 | $246.8K | 0.06% | +2,406 | New |
| HBK Sorce Advisory LLC | 2,419 | $248.1K | 0.01% | +2,419 | New |
| Larson Financial Group LLC | 2,449 | $251.2K | 0.01% | +790+47.6% | Added |
| Duncan Williams Asset Management, LLC | 2,504 | $256.8K | 0.08% | +22+0.9% | Added |
| Nwam LLC | 2,578 | $257.4K | 0.01% | +2,578 | New |
| Patton Fund Management, Inc. | 2,510 | $257.5K | 0.06% | +2,510 | New |
| Iron Financial, LLC | 2,517 | $258.2K | 0.14% | +34+1.4% | Added |
| Atomi Financial Group, Inc. | 2,517 | $258.2K | 0.01% | +2,517 | New |
| Mather Group, LLC. | 2,526 | $259.1K | 0.00% | +59+2.4% | Added |
| Seed Wealth Management, Inc. | 2,530 | $259.5K | 0.19% | −90−3.4% | Reduced |
| Segment Wealth Management, LLC | 2,534 | $259.9K | 0.02% | −44−1.7% | Reduced |
| Centerpoint Advisory Group | 2,535 | $260.0K | 0.23% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,548 | $261.4K | 0.10% | +22+0.9% | Added |
| Advisory Alpha, LLC | 2,550 | $261.6K | 0.01% | +2,550 | New |
| Retireful, LLC | 2,602 | $266.9K | 0.18% | +2,602 | New |
| Keybank National Association | 2,615 | $268.2K | 0.00% | −175−6.3% | Reduced |
| Channel Wealth LLC | 2,621 | $268.8K | 0.08% | +2+0.1% | Added |
| Ameritas Advisory Services, LLC | 2,623 | $269.0K | 0.01% | −1,558−37.3% | Reduced |
| Walker Asset Management, LLC | 2,625 | $269.2K | 0.16% | +26+1.0% | Added |
| Aberdeen Wealth Management LLC | 2,645 | $271.3K | 0.18% | 00.0% | Unchanged |
| Keystone Financial Group | 2,679 | $274.7K | 0.02% | −502−15.8% | Reduced |
| Raleigh Capital Management Inc. | 2,681 | $275.0K | 0.12% | −810−23.2% | Reduced |
| Sagespring Wealth Partners, LLC | 2,685 | $275.4K | 0.01% | +2,685 | New |
| Assetmark, Inc | 2,686 | $275.5K | 0.00% | +1,371+104.3% | Added |
| Allen Investment Management LLC | 2,696 | $276.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,700 | $276.9K | 0.10% | −742−21.6% | Reduced |
| Investment House LLC | 2,700 | $276.9K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,700 | $277.0K | 0.05% | +2+0.1% | Added |
| Savvy Advisors, Inc. | 2,701 | $277.0K | 0.02% | +33+1.2% | Added |
| XTX Topco Ltd | 2,702 | $277.1K | 0.01% | +2,702 | New |
| Jaffetilchin Investment Partners, LLC | 2,722 | $279.2K | 0.02% | 00.0% | Unchanged |
| Syon Capital LLC | 2,736 | $280.6K | 0.02% | +2,736 | New |
| Howland Capital Management LLC | 2,727 | $281.1K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,767 | $283.8K | 0.01% | +135+5.1% | Added |
| Stevens Capital Management LP | 2,769 | $284.0K | 0.08% | +2,769 | New |
| NorthCrest Asset Manangement, LLC | 2,826 | $284.5K | 0.01% | +2,826 | New |
| Seelaus Asset Management LLC | 2,775 | $284.6K | 0.25% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,777 | $284.8K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,872 | $285.0K | 0.01% | +58+2.1% | Added |
| Destination Wealth Management | 2,784 | $285.6K | 0.01% | −862−23.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,785 | $285.7K | 0.01% | −74−2.6% | Reduced |
| ICONIQ Capital, LLC | 2,792 | $286.4K | 0.00% | +2,792 | New |
| Jordan Park Group LLC | 2,803 | $287.5K | 0.02% | 00.0% | Unchanged |