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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 2,820 | $289.2K | 0.00% | −445−13.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,830 | $290.3K | 0.02% | −387−12.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,832 | $290.5K | 0.01% | −182−6.0% | Reduced |
| Change Path, LLC | 2,833 | $290.6K | 0.01% | −286−9.2% | Reduced |
| Perennial Investment Advisors, LLC | 2,865 | $293.9K | 0.03% | +29+1.0% | Added |
| Cigna Investments Inc | 2,889 | $296.0K | 0.05% | −47−1.6% | Reduced |
| Premier Path Wealth Partners, LLC | 2,887 | $296.1K | 0.04% | +97+3.5% | Added |
| LaSalle St. Investment Advisors, LLC | 2,929 | $300.0K | 0.08% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,931 | $300.6K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,937 | $301.2K | 0.03% | −667−18.5% | Reduced |
| Integrity Alliance, LLC. | 2,945 | $302.1K | 0.02% | −3,614−55.1% | Reduced |
| TRUE Private Wealth Advisors | 2,976 | $305.2K | 0.03% | +107+3.7% | Added |
| IMA Wealth, Inc. | 2,957 | $305.6K | 0.03% | +3+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 2,986 | $306.6K | 0.04% | −534−15.2% | Reduced |
| Asset Planning,Inc | 3,000 | $307.7K | 0.23% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,007 | $308.4K | 0.15% | −2,304−43.4% | Reduced |
| Clean Yield Group | 3,022 | $310.0K | 0.09% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,047 | $312.6K | 0.01% | +171+5.9% | Added |
| Fortis Capital Management LLC | 3,093 | $317.3K | 0.05% | +4+0.1% | Added |
| American Investment Services, Inc. | 3,103 | $318.3K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,112 | $319.2K | 0.03% | −169−5.2% | Reduced |
| Fortitude Family Office, LLC | 3,118 | $319.8K | 0.11% | −1,491−32.3% | Reduced |
| Keystone Wealth Services, LLC | 3,127 | $320.7K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,136 | $321.7K | 0.04% | +208+7.1% | Added |
| CWA Asset Management Group, LLC | 3,140 | $322.0K | 0.01% | −507−13.9% | Reduced |
| Tiaa Trust, National Association | 3,145 | $322.6K | 0.00% | +3,145 | New |
| Cooper Financial Group | 3,155 | $323.6K | 0.04% | +113+3.7% | Added |
| E&G Advisors, LP | 3,200 | $328.2K | 0.09% | −300−8.6% | Reduced |
| Skopos Labs, Inc. | 3,203 | $328.5K | 0.04% | +249+8.4% | Added |
| Sowell Financial Services LLC | 3,218 | $330.1K | 0.01% | −96−2.9% | Reduced |
| Sovereign Financial Group, Inc. | 3,222 | $330.5K | 0.07% | +77+2.4% | Added |
| Mission Wealth Management, LP | 3,240 | $332.3K | 0.01% | −201−5.8% | Reduced |
| Advisors Management Group Inc | 3,259 | $334.0K | 0.06% | −50−1.5% | Reduced |
| Jacobi Capital Management LLC | 3,260 | $334.4K | 0.02% | +119+3.8% | Added |
| Capital Square, LLC | 3,427 | $335.8K | 0.18% | +905+35.9% | Added |
| Evergreen Capital Management LLC | 3,292 | $337.7K | 0.01% | −25−0.8% | Reduced |
| Richmond Investment Services, LLC | 3,299 | $338.4K | 0.07% | +3,299 | New |
| Foster & Motley Inc | 3,318 | $340.0K | 0.02% | −57−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 3,316 | $340.1K | 0.01% | +241+7.8% | Added |
| Southland Equity Partners LLC | 3,331 | $341.6K | 0.07% | −65−1.9% | Reduced |
| Aprio Wealth Management, LLC | 3,350 | $343.6K | 0.04% | +3,350 | New |
| Retirement Income Solutions, Inc | 3,350 | $343.6K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,397 | $348.5K | 0.01% | −355−9.5% | Reduced |
| Perigon Wealth Management, LLC | 3,400 | $348.7K | 0.01% | −328−8.8% | Reduced |
| Leonteq Securities AG | 3,400 | $348.7K | 0.02% | −8,506−71.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,405 | $349.3K | 0.01% | +3,405 | New |
| Wambolt & Associates, LLC | 3,509 | $350.7K | 0.12% | −541−13.4% | Reduced |
| Diversified Trust Co | 3,452 | $354.1K | 0.01% | +3,452 | New |
| Coastal Bridge Advisors, LLC | 3,453 | $354.1K | 0.03% | +3,453 | New |
| Natural Investments, LLC | 3,474 | $356.0K | 0.09% | +24+0.7% | Added |
| Lokken Investment Group LLC | 3,479 | $356.8K | 0.14% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,500 | $359.0K | 0.13% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $359.0K | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,524 | $361.5K | 0.00% | −1,765−33.4% | Reduced |
| Palacios Wealth Management, LLC | 3,525 | $361.6K | 0.30% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,537 | $362.8K | 0.07% | +33+0.9% | Added |
| Gsa Capital Partners LLP | 3,548 | $364.0K | 0.03% | +3,548 | New |
| Blue Rock Wealth Management LLC | 3,600 | $369.3K | 0.26% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,623 | $371.6K | 0.02% | +31+0.9% | Added |
| Fayez Sarofim & Co | 3,635 | $372.8K | 0.00% | −684−15.8% | Reduced |
| Prosperity Consulting Group, LLC | 3,645 | $373.9K | 0.03% | +3,645 | New |
| Severin Investments, LLC | 3,646 | $373.9K | 0.35% | +15+0.4% | Added |
| Cetera Trust Company, N.A | 3,660 | $375.4K | 0.22% | +35+1.0% | Added |
| RMR Wealth Builders | 3,650 | $377.4K | 0.03% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 3,700 | $379.5K | 0.02% | +3,700 | New |
| Meeder Advisory Services, Inc. | 3,710 | $380.5K | 0.02% | +481+14.9% | Added |
| Crown Wealth Group, LLC | 3,778 | $387.5K | 0.15% | −19−0.5% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $389.8K | 0.04% | 00.0% | Unchanged |
| Citizens Business Bank | 3,800 | $389.8K | 0.08% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 3,806 | $390.4K | 0.25% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,829 | $392.9K | 0.01% | −311−7.5% | Reduced |
| Cresset Asset Management, LLC | 3,804 | $393.2K | 0.00% | +3,804 | New |
| Park National Corp | 3,838 | $393.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,527 | $396.5K | 0.01% | +728+26.0% | Added |
| Bogart Wealth, LLC | 3,907 | $400.7K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 3,915 | $401.6K | 0.02% | +3,915 | New |
| Strategic Investment Advisors | 4,008 | $406.7K | 0.04% | −1,852−31.6% | Reduced |
| Accuvest Global Advisors | 4,000 | $410.0K | 0.27% | −776−16.2% | Reduced |
| Axis Wealth Partners, LLC | 4,025 | $412.9K | 0.27% | +5+0.1% | Added |
| Centiva Capital, LP | 4,031 | $413.5K | 0.03% | −35,751−89.9% | Reduced |
| Sachetta, LLC | 4,048 | $415.3K | 0.16% | +26+0.6% | Added |
| Cornerstone Wealth Group, LLC | 4,052 | $415.6K | 0.03% | +147+3.8% | Added |
| National Asset Management, Inc. | 4,060 | $416.4K | 0.02% | −6,931−63.1% | Reduced |
| SFG Wealth Management, LLC. | 4,063 | $416.7K | 0.25% | −259−6.0% | Reduced |
| Disciplined Equity Management, Inc. | 4,085 | $419.0K | 0.25% | 00.0% | Unchanged |
| FIL Ltd | 4,111 | $421.7K | 0.00% | −3,629−46.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,119 | $422.5K | 0.03% | −288−6.5% | Reduced |
| L.M. Kohn & Company | 4,147 | $425.4K | 0.11% | −25−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 4,150 | $425.7K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,166 | $427.3K | 0.03% | +375+9.9% | Added |
| Pinnacle Associates Ltd | 4,168 | $427.5K | 0.01% | +78+1.9% | Added |
| Prestige Wealth Management Group LLC | 4,172 | $427.9K | 0.09% | −91−2.1% | Reduced |
| Stephens Inc | 4,191 | $429.9K | 0.01% | +3+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 4,259 | $436.9K | 0.00% | −256−5.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,265 | $437.4K | 0.08% | −622−12.7% | Reduced |
| Eqis Capital Management, Inc. | 4,267 | $437.7K | 0.03% | −567−11.7% | Reduced |
| BCO Wealth Management LLC | 4,275 | $438.5K | 0.31% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,284 | $439.4K | 0.11% | −4,068−48.7% | Reduced |
| Great Valley Advisor Group, Inc. | 4,284 | $439.5K | 0.01% | +959+28.8% | Added |
| Sculati Wealth Management, LLC | 4,320 | $443.1K | 0.17% | 00.0% | Unchanged |