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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 4,332 | $444.3K | 0.02% | +311+7.7% | Added |
| Armstrong Advisory Group, Inc | 4,335 | $444.6K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,350 | $446.2K | 0.16% | +1,000+29.9% | Added |
| Armor Investment Advisors, LLC | 4,361 | $447.3K | 0.17% | −20−0.5% | Reduced |
| Atria Investments LLC | 4,404 | $451.7K | 0.01% | −569−11.4% | Reduced |
| Quest Investment Management LLC | 4,414 | $452.8K | 0.05% | +4,414 | New |
| Advisors Capital Management, LLC | 4,427 | $454.1K | 0.01% | −185−4.0% | Reduced |
| Teamwork Financial Advisors, LLC | 4,476 | $459.1K | 0.06% | +12+0.3% | Added |
| Mechanics Bank Trust Department | 4,483 | $459.8K | 0.07% | +1,055+30.8% | Added |
| Prospera Financial Services Inc | 4,492 | $460.9K | 0.01% | −44−1.0% | Reduced |
| Essex Savings Bank | 4,495 | $461.0K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,503 | $461.9K | 0.01% | −296,830−98.5% | Reduced |
| Welch Group, LLC | 4,531 | $464.7K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,534 | $465.0K | 0.04% | −893−16.5% | Reduced |
| Aspen Investment Management Inc | 4,535 | $465.0K | 0.20% | +4+0.1% | Added |
| Hilltop Holdings Inc. | 4,558 | $467.5K | 0.03% | −202−4.2% | Reduced |
| Secure Asset Management, LLC | 4,641 | $476.0K | 0.09% | +4,641 | New |
| Catalyst Funds Management Pty Ltd | 4,643 | $476.2K | 0.13% | +795+20.7% | Added |
| Vestmark Advisory Solutions, Inc. | 4,644 | $476.3K | 0.01% | +4,644 | New |
| Putney Financial Group LLC | 4,645 | $476.4K | 0.48% | −86−1.8% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $481.3K | 0.13% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,699 | $482.0K | 0.05% | +846+22.0% | Added |
| We Are One Seven, LLC | 4,784 | $490.7K | 0.02% | +1,946+68.6% | Added |
| CTC Alternative Strategies, Ltd. | 4,795 | $491.8K | 0.43% | +4,795 | New |
| Davis R M Inc | 4,818 | $494.2K | 0.01% | −600−11.1% | Reduced |
| Atlas Capital Advisors LLC | 4,825 | $494.9K | 0.06% | −3,374−41.2% | Reduced |
| Hancock Whitney Corp | 4,828 | $495.2K | 0.01% | −261−5.1% | Reduced |
| West Wealth Group, LLC | 5,500 | $495.3K | 0.12% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 4,847 | $497.2K | 0.13% | −331−6.4% | Reduced |
| RMB Capital Management, LLC | 4,853 | $500.3K | 0.01% | +1,040+27.3% | Added |
| Canada Post Corp Registered Pension Plan | 4,887 | $501.3K | 0.03% | +4,887 | New |
| Horizon Investments, LLC | 4,950 | $507.7K | 0.01% | +735+17.4% | Added |
| Fidelis Capital Partners, LLC | 5,700 | $513.2K | 0.05% | +128+2.3% | Added |
| Perfromance Wealth Partners, LLC | 5,007 | $513.6K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,010 | $513.9K | 0.04% | +539+12.1% | Added |
| NorthStar Asset Management LLC | 5,015 | $514.4K | 0.27% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,020 | $514.9K | 0.02% | −13−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,040 | $517.0K | 0.04% | +5,040 | New |
| Fisher Asset Management, LLC | 5,065 | $519.6K | 0.00% | −1,092−17.7% | Reduced |
| Kingsview Wealth Management, LLC | 5,070 | $520.0K | 0.01% | −191−3.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,252 | $521.9K | 0.02% | +1,537+41.4% | Added |
| Ostrum Asset Management | 5,098 | $522.9K | 0.02% | −146−2.8% | Reduced |
| Stratos Wealth Partners, LTD. | 5,140 | $527.3K | 0.01% | +1,828+55.2% | Added |
| Arete Wealth Advisors, LLC | 5,150 | $528.0K | 0.04% | −505−8.9% | Reduced |
| Texas Yale Capital Corp. | 5,155 | $528.7K | 0.02% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 5,181 | $531.4K | 0.01% | −377−6.8% | Reduced |
| Valued Retirements, Inc. | 5,190 | $532.3K | 0.60% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 5,215 | $534.9K | 0.46% | −1,440−21.6% | Reduced |
| NorthRock Partners, LLC | 5,244 | $541.2K | 0.01% | +169+3.3% | Added |
| Financial Management Professionals, Inc. | 5,240 | $541.6K | 0.06% | −334−6.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,297 | $543.3K | 0.03% | +5,297 | New |
| Atalanta Sosnoff Capital, LLC | 5,334 | $547.1K | 0.01% | −407−7.1% | Reduced |
| Estabrook Capital Management | 5,337 | $547.4K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,382 | $552.1K | 0.01% | +609+12.8% | Added |
| Abn Amro Investment Solutions | 5,451 | $559.1K | 0.01% | +617+12.8% | Added |
| Concurrent Investment Advisors, LLC | 5,457 | $559.7K | 0.01% | −477−8.0% | Reduced |
| GAMMA Investing LLC | 5,476 | $561.7K | 0.04% | +1,504+37.9% | Added |
| Brown Brothers Harriman & Co | 5,495 | $563.6K | 0.00% | +515+10.3% | Added |
| Garden State Investment Advisory Services LLC | 5,532 | $571.7K | 0.15% | −22−0.4% | Reduced |
| Washington Trust Co | 5,586 | $572.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 5,601 | $573.0K | 0.28% | +13+0.2% | Added |
| Huntington National Bank | 5,717 | $586.4K | 0.00% | +1,298+29.4% | Added |
| Somerset Trust Co | 5,721 | $586.8K | 0.19% | +220+4.0% | Added |
| EWG Elevate Inc. | 5,722 | $586.9K | 0.18% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,792 | $594.1K | 0.30% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 5,910 | $606.2K | 0.07% | −30−0.5% | Reduced |
| Laurion Capital Management LP | 5,938 | $609.1K | 0.07% | +5,938 | New |
| Hudson Bay Capital Management LP | 6,108 | $626.5K | 0.00% | +6,108 | New |
| Principal Securities, Inc. | 6,153 | $631.1K | 0.01% | −6,389−50.9% | Reduced |
| Resources Investment Advisors, LLC. | 6,208 | $636.8K | 0.01% | +776+14.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,283 | $644.4K | 0.02% | +63+1.0% | Added |
| Ieq Capital, LLC | 6,292 | $645.3K | 0.00% | −11,972−65.5% | Reduced |
| Symphony Financial, Ltd. Co. | 7,462 | $650.7K | 0.09% | +3,198+75.0% | Added |
| Golden State Equity Partners | 6,346 | $650.9K | 0.12% | +1,196+23.2% | Added |
| Summit Trail Advisors, LLC | 6,283 | $651.0K | 0.01% | +2,664+73.6% | Added |
| TD Waterhouse Canada Inc. | 6,543 | $653.0K | 0.00% | −1,614−19.8% | Reduced |
| Columbia Asset Management | 6,392 | $655.6K | 0.13% | 00.0% | Unchanged |
| Oak Thistle LLC | 6,467 | $663.3K | 0.10% | −14,419−69.0% | Reduced |
| James Hambro & Partners | 6,502 | $666.7K | 0.03% | −24,110−78.8% | Reduced |
| Ellevest, Inc. | 6,516 | $668.3K | 0.11% | −292−4.3% | Reduced |
| Illinois Municipal Retirement Fund | 6,529 | $669.7K | 0.01% | −13,940−68.1% | Reduced |
| MUFG Securities Americas Inc. | 6,539 | $670.7K | 0.06% | +1,339+25.8% | Added |
| Group One Trading, L.P. | 6,543 | $671.1K | 0.02% | +6,543 | New |
| Monument Capital Management | 6,554 | $672.3K | 0.18% | +3,001+84.5% | Added |
| Centaurus Financial, Inc. | 6,568 | $674.0K | 0.04% | +134+2.1% | Added |
| Global Retirement Partners, LLC | 6,586 | $675.5K | 0.02% | +6,586 | New |
| Quadrant Capital Group LLC | 6,612 | $678.2K | 0.02% | +759+13.0% | Added |
| Alyeska Investment Group, L.P. | 6,689 | $686.1K | 0.00% | −169,895−96.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,718 | $688.4K | 0.01% | −757−10.1% | Reduced |
| Verdence Capital Advisors LLC | 6,717 | $689.0K | 0.05% | +34+0.5% | Added |
| Susquehanna Fundamental Investments, LLC | 6,739 | $691.2K | 0.02% | −21,470−76.1% | Reduced |
| Landscape Capital Management, L.L.C. | 6,742 | $691.5K | 0.05% | +6,742 | New |
| Ascent Group, LLC | 6,795 | $696.9K | 0.03% | +6,795 | New |
| U.S. Capital Wealth Advisors, LLC | 6,862 | $703.9K | 0.02% | −105,238−93.9% | Reduced |
| TD Private Client Wealth LLC | 6,869 | $704.6K | 0.02% | +869+14.5% | Added |
| Empowered Funds, LLC | 6,889 | $706.6K | 0.01% | +1,161+20.3% | Added |
| Ballentine Partners, LLC | 6,889 | $706.6K | 0.01% | +1,501+27.9% | Added |
| Fiduciary Group LLC | 7,000 | $718.0K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,041 | $722.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,045 | $722.6K | 0.01% | +822+13.2% | Added |