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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 7,048 | $722.9K | 0.08% | +7,048 | New |
| Mangrove Partners | 7,088 | $727.0K | 0.08% | +7,088 | New |
| TBH Global Asset Management, LLC | 7,154 | $733.8K | 0.16% | −355−4.7% | Reduced |
| GM Advisory Group, Inc. | 7,180 | $736.5K | 0.04% | −122−1.7% | Reduced |
| Investment Management Corp of Ontario | 7,191 | $737.6K | 0.01% | −1,100−13.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,245 | $743.1K | 0.02% | −25−0.3% | Reduced |
| Outlook Wealth Advisors, LLC | 7,247 | $743.4K | 0.19% | −34−0.5% | Reduced |
| Coldstream Capital Management Inc | 7,385 | $757.5K | 0.01% | +283+4.0% | Added |
| Equitable Holdings, Inc. | 7,422 | $761.3K | 0.01% | −178−2.3% | Reduced |
| Massmutual Trust Co FSB | 7,434 | $762.5K | 0.02% | +356+5.0% | Added |
| Aptus Capital Advisors, LLC | 7,449 | $764.0K | 0.01% | −298−3.8% | Reduced |
| Mindset Wealth Management, LLC | 7,493 | $768.6K | 0.25% | −164−2.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,510 | $770.3K | 0.01% | −3,272−30.3% | Reduced |
| Csenge Advisory Group | 7,837 | $773.6K | 0.04% | +100+1.3% | Added |
| Callan Family Office, LLC | 7,575 | $777.0K | 0.02% | +7,575 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,585 | $778.0K | 0.11% | −83−1.1% | Reduced |
| Independence Bank of Kentucky | 7,724 | $792.3K | 0.11% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,742 | $794.1K | 0.01% | +197+2.6% | Added |
| Foundations Investment Advisors, LLC | 7,776 | $797.6K | 0.01% | −4,737−37.9% | Reduced |
| Archer Investment Corp | 7,800 | $800.0K | 0.19% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,813 | $801.4K | 0.01% | +645+9.0% | Added |
| Essex Financial Services, Inc. | 7,862 | $806.4K | 0.05% | +26+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,917 | $812.0K | 0.06% | −549−6.5% | Reduced |
| Squarepoint Ops LLC | 7,934 | $813.8K | 0.00% | −57,780−87.9% | Reduced |
| Fiduciary Family Office, LLC | 7,940 | $814.4K | 0.27% | −642−7.5% | Reduced |
| Princeton Capital Management LLC | 7,942 | $814.6K | 0.24% | −850−9.7% | Reduced |
| Bailard, Inc. | 7,942 | $814.6K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 7,966 | $817.1K | 0.01% | −691−8.0% | Reduced |
| Quantessence Capital LLC | 7,978 | $818.3K | 0.24% | +7,978 | New |
| Agf Management Ltd | 7,980 | $818.5K | 0.00% | +7,980 | New |
| RNC Capital Management LLC | 8,000 | $820.6K | 0.04% | −10.0% | Reduced |
| Integrated Advisors Network LLC | 8,014 | $822.0K | 0.04% | +345+4.5% | Added |
| Mathes Company, Inc. | 8,050 | $826.0K | 0.31% | 00.0% | Unchanged |
| Greenleaf Trust | 8,142 | $835.1K | 0.01% | +774+10.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,143 | $835.3K | 0.00% | −1,275−13.5% | Reduced |
| DRW Securities, LLC | 8,160 | $837.0K | 0.06% | +8,160 | New |
| Wedbush Securities Inc | 8,183 | $839.0K | 0.03% | +241+3.0% | Added |
| Boston Private Wealth LLC | 8,222 | $843.3K | 0.05% | −1,658−16.8% | Reduced |
| Rik Saylor Financial, Inc. | 8,235 | $844.7K | 0.65% | +13+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 8,243 | $845.5K | 0.25% | −290−3.4% | Reduced |
| Cardinal Point Capital Management, ULC | 8,200 | $847.5K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 8,289 | $850.2K | 0.04% | −251−2.9% | Reduced |
| Aspire Private Capital, LLC | 8,348 | $856.2K | 0.20% | −2,221−21.0% | Reduced |
| Integrated Wealth Concepts LLC | 8,357 | $857.2K | 0.01% | +612+7.9% | Added |
| Point72 (DIFC) Ltd | 8,369 | $858.4K | 0.07% | +198+2.4% | Added |
| V-Square Quantitative Management LLC | 8,375 | $859.0K | 0.12% | +457+5.8% | Added |
| Checchi Capital Advisers, LLC | 8,376 | $859.1K | 0.06% | −493−5.6% | Reduced |
| Colonial River Wealth Management, LLC | 8,697 | $860.7K | 0.37% | −98−1.1% | Reduced |
| Pensionmark Financial Group, LLC | 8,411 | $862.7K | 0.02% | +2,927+53.4% | Added |
| CWM, LLC | 8,415 | $863.0K | 0.00% | +1,820+27.6% | Added |
| Future Financial Wealth Managment LLC | 8,420 | $863.7K | 0.59% | +40.0% | Added |
| Bessemer Group Inc | 8,543 | $877.0K | 0.00% | −5,896−40.8% | Reduced |
| Catalytic Wealth RIA, LLC | 8,598 | $881.9K | 0.07% | +1,864+27.7% | Added |
| Capstone Investment Advisors, LLC | 8,636 | $885.8K | 0.01% | +112+1.3% | Added |
| Herold Advisors, Inc. | 8,758 | $898.3K | 0.19% | +10.0% | Added |
| Two Sigma Securities, LLC | 8,798 | $902.4K | 0.11% | +8,798 | New |
| MAI Capital Management | 8,855 | $908.3K | 0.01% | −143−1.6% | Reduced |
| Atlantic Union Bankshares Corp | 8,921 | $915.0K | 0.02% | +909+11.3% | Added |
| Founders Financial Alliance, LLC | 8,930 | $915.9K | 0.21% | −99−1.1% | Reduced |
| Genesee Capital Advisors, LLC | 8,943 | $917.3K | 0.41% | +564+6.7% | Added |
| Savant Capital, LLC | 8,945 | $917.5K | 0.01% | +231+2.7% | Added |
| Capital Investment Advisory Services, LLC | 9,088 | $932.1K | 0.08% | +5+0.1% | Added |
| Oppenheimer & Co Inc | 9,160 | $939.5K | 0.01% | +186+2.1% | Added |
| Harbour Investments, Inc. | 9,178 | $941.4K | 0.02% | −10.0% | Reduced |
| Atria Wealth Solutions, Inc. | 9,205 | $945.4K | 0.02% | −20,212−68.7% | Reduced |
| Ullmann Financial Group, Inc. | 9,240 | $947.8K | 0.11% | +71+0.8% | Added |
| American Institute for Advanced Investment Management, LLP | 9,245 | $948.3K | 0.67% | −1,625−14.9% | Reduced |
| Independent Financial Group, LLC | 9,316 | $955.5K | 0.03% | −58−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,413 | $965.5K | 0.01% | +70+0.7% | Added |
| Atwood & Palmer Inc | 9,445 | $968.8K | 0.06% | +1,195+14.5% | Added |
| Strait & Sound Wealth Management LLC | 9,597 | $984.4K | 0.42% | +390+4.2% | Added |
| Glenmede Investment Management, LP | 9,653 | $990.1K | 0.01% | +9,653 | New |
| Verus Capital Partners, LLC | 9,708 | $995.8K | 0.09% | +31+0.3% | Added |
| Beacon Investment Advisors LLC | 9,750 | $997.5K | 0.43% | +58+0.6% | Added |
| Vident Advisory, LLC | 9,817 | $1.01M | 0.01% | +616+6.7% | Added |
| Perpetual Ltd | 9,820 | $1.01M | 0.01% | −750−7.1% | Reduced |
| Davenport & Co LLC | 9,855 | $1.01M | 0.01% | +185+1.9% | Added |
| Montag A & Associates Inc | 9,878 | $1.02M | 0.05% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 10,000 | $1.03M | 0.07% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,022 | $1.03M | 0.01% | +299+3.1% | Added |
| Pathway Financial Advisers, LLC | 10,153 | $1.04M | 0.34% | −221−2.1% | Reduced |
| NewEdge Wealth, LLC | 11,422 | $1.05M | 0.02% | −260−2.2% | Reduced |
| Private Advisory Group LLC | 10,236 | $1.05M | 0.10% | −1,180−10.3% | Reduced |
| Wetherby Asset Management Inc | 10,271 | $1.05M | 0.05% | +10,271 | New |
| Plimoth Trust Co LLC | 10,328 | $1.06M | 0.25% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,365 | $1.06M | 0.04% | +47+0.5% | Added |
| Omers Administration Corp | 10,475 | $1.07M | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,628 | $1.09M | 0.04% | −43−0.4% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $1.09M | 0.31% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,668 | $1.09M | 0.01% | +1,795+20.2% | Added |
| Ingalls & Snyder LLC | 10,755 | $1.10M | 0.04% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 10,918 | $1.12M | 0.52% | 00.0% | Unchanged |
| Glenview Trust Co | 11,005 | $1.13M | 0.02% | +11,005 | New |
| Virtu Financial LLC | 11,037 | $1.13M | 0.06% | +5,342+93.8% | Added |
| Advisory Services Network, LLC | 11,664 | $1.14M | 0.02% | −352−2.9% | Reduced |
| Bleakley Financial Group, LLC | 11,077 | $1.14M | 0.03% | +301+2.8% | Added |
| Axxcess Wealth Management, LLC | 11,090 | $1.14M | 0.03% | −98−0.9% | Reduced |
| Guardian Asset Advisors, LLC | 11,266 | $1.16M | 0.66% | −78−0.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,455 | $1.17M | 0.52% | +23+0.2% | Added |
| Chesley Taft & Associates LLC | 11,492 | $1.18M | 0.05% | −175−1.5% | Reduced |