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 6 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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 655 | $67.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 650 | $66.7K | 0.05% | +343+111.7% | Added |
| True Wealth Design, LLC | 646 | $66.2K | 0.02% | +17+2.7% | Added |
| Proffitt & Goodson Inc | 622 | $63.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 615 | $63.0K | 0.00% | +5+0.8% | Added |
| CVA Family Office, LLC | 604 | $62.0K | 0.01% | +55+10.0% | Added |
| Financial Avengers, Inc. | 602 | $61.8K | 0.03% | +6+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $59.8K | 0.00% | +4+0.7% | Added |
| Promus Capital, LLC | 572 | $58.7K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 570 | $58.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 568 | $58.3K | 0.00% | +32+6.0% | Added |
| Quarry LP | 558 | $57.2K | 0.01% | −1,841−76.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 546 | $56.0K | 0.02% | +31+6.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 504 | $52.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 502 | $51.5K | 0.01% | −3−0.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $51.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $51.0K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 488 | $50.1K | 0.01% | +35+7.7% | Added |
| Hanson & Doremus Investment Management | 475 | $49.0K | 0.01% | 00.0% | Unchanged |
| Franchise Capital Ltd | 455 | $46.7K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 447 | $45.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 420 | $43.1K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $43.1K | 0.00% | −206−32.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 500 | $43.0K | 0.02% | +500 | New |
| Quest 10 Wealth Builders, Inc. | 413 | $42.4K | 0.04% | −20−4.6% | Reduced |
| Canton Hathaway, LLC | 411 | $42.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 406 | $41.6K | 0.00% | −3−0.7% | Reduced |
| 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 |
| AllSquare Wealth Management LLC | 395 | $40.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 379 | $38.9K | 0.01% | +241+174.6% | Added |
| Sunbelt Securities, Inc. | 360 | $37.8K | 0.00% | +164+83.7% | Added |
| Transce3nd, LLC | 362 | $37.1K | 0.02% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 359 | $36.8K | 0.03% | +9+2.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 355 | $36.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $36.2K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $34.1K | 0.00% | −112−25.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 327 | $33.5K | 0.02% | +48+17.2% | Added |
| Godsey & Gibb Associates | 325 | $33.3K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 320 | $32.8K | 0.03% | −70−17.9% | 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 |
| Sawyer & Company, Inc | 240 | $30.3K | 0.01% | −355−59.7% | Reduced |
| IAG Wealth Partners, LLC | 295 | $30.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 279 | $28.6K | 0.00% | +15+5.7% | Added |
| Central Pacific Bank - Trust Division | 278 | $28.5K | 0.00% | +46+19.8% | Added |
| West Branch Capital LLC | 275 | $28.2K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 264 | $27.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 265 | $27.0K | 0.00% | −1−0.4% | Reduced |
| ORG Wealth Partners, LLC | 268 | $26.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 260 | $26.7K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 250 | $25.6K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $25.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 248 | $25.4K | 0.00% | +145+140.8% | Added |
| IMG Wealth Management, Inc. | 244 | $25.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 238 | $24.4K | 0.00% | +204+600.0% | Added |
| Covestor Ltd | 222 | $23.0K | 0.01% | +40+22.0% | Added |
| Private Wealth Asset Management, LLC | 215 | $22.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 205 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 210 | $21.0K | 0.00% | −283−57.4% | Reduced |
| Farmers & Merchants Investments Inc | 201 | $20.6K | 0.00% | −4−2.0% | Reduced |
| Clear Street Markets LLC | 199 | $20.4K | 0.01% | +199 | New |
| Rise Advisors, LLC | 194 | $19.9K | 0.01% | +2+1.0% | Added |
| Provenance Wealth Advisors, LLC | 189 | $19.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 186 | $19.1K | 0.02% | +120+181.8% | Added |
| Coston, McIsaac & Partners | 188 | $19.0K | 0.00% | +2+1.1% | Added |
| Oakworth Capital, Inc. | 180 | $18.5K | 0.00% | −399−68.9% | Reduced |
| GW&K Investment Management, LLC | 179 | $18.0K | 0.00% | −4−2.2% | Reduced |
| Chesapeake Asset Management LLC | 170 | $17.4K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 177 | $16.3K | 0.01% | +177 | New |
| Hemington Wealth Management | 163 | $16.0K | 0.00% | −1−0.6% | Reduced |
| RMG Wealth Management LLC | 150 | $14.9K | 0.00% | +150 | New |
| PMV Capital Advisers, LLC | 140 | $14.4K | 0.03% | +140 | New |
| Park Place Capital Corp | 141 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 137 | $14.1K | 0.00% | +6+4.6% | Added |
| Accordant Advisory Group Inc | 137 | $14.1K | 0.01% | 00.0% | Unchanged |
| Winnow Wealth LLC | 137 | $14.1K | 0.01% | +130+1,857.1% | Added |
| MV Capital Management, Inc. | 131 | $13.4K | 0.00% | +13+11.0% | Added |
| Bellwether Advisors, LLC | 128 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $12.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 123 | $12.6K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 121 | $12.4K | 0.00% | −8−6.2% | Reduced |
| Manchester Capital Management LLC | 118 | $12.1K | 0.00% | +2+1.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $11.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 109 | $11.2K | 0.00% | +109 | New |
| Bruce G. Allen Investments, LLC | 108 | $11.1K | 0.01% | +67+163.4% | Added |
| LRI Investments, LLC | 106 | $10.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $10.7K | 0.00% | +4+4.0% | Added |
| 1620 Investment Advisors, Inc. | 100 | $10.3K | 0.01% | +44+78.6% | Added |
| Chung Wu Investment Group, LLC | 100 | $10.3K | 0.01% | +100 | New |
| Red Tortoise LLC | 94 | $9.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 90 | $9.23K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 90 | $9.23K | 0.00% | +90 | New |
| Anfield Capital Management, LLC | 88 | $9.03K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 85 | $8.72K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 75 | $7.69K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 74 | $7.37K | 0.00% | +54+270.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 67 | $6.87K | 0.00% | −2−2.9% | Reduced |
| UMA Financial Services, Inc. | 65 | $6.70K | 0.00% | +33+103.1% | Added |