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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 64 | $6.56K | 0.00% | +29+82.9% | Added |
| Howard Hughes Medical Institute | 63 | $6.46K | 0.00% | +63 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 50 | $5.13K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $5.03K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 47 | $4.82K | 0.00% | −10−17.5% | Reduced |
| Wealth Preservation Advisors, LLC | 46 | $4.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $4.59K | 0.00% | +23+92.0% | Added |
| Copia Wealth Management | 42 | $4.31K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 38 | $4.00K | 0.00% | +31+442.9% | Added |
| Sierra Ocean, LLC | 38 | $3.91K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 37 | $3.82K | 0.00% | +20+117.6% | Added |
| Raffa Wealth Management, LLC | 31 | $3.18K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $3.08K | 0.00% | +5+20.0% | Added |
| Hollencrest Capital Management | 29 | $2.98K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27 | $2.77K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 29 | $2.62K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 24 | $2.46K | 0.00% | +9+60.0% | Added |
| Pineridge Advisors LLC | 22 | $2.26K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.26K | 0.00% | +6+37.5% | Added |
| Ogorek Anthony Joseph | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $1.74K | 0.00% | −16−48.5% | Reduced |
| Tortoise Investment Management, LLC | 17 | $1.74K | 0.00% | +12+240.0% | Added |
| Clark Wealth Partners | 15 | $1.54K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $1.54K | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 14 | $1.44K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 13 | $1.33K | 0.00% | +13 | New |
| Atlantic Trust, LLC | 12 | $1.23K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 13 | $1.17K | 0.00% | −12−48.0% | Reduced |
| Aspect Partners, LLC | 11 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.03K | 0.00% | −13−56.5% | Reduced |
| Quaker Wealth Management, LLC | 10 | $1.03K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | −1−9.1% | Reduced |
| Colonial Trust Co | 9 | $923 | 0.00% | +5+125.0% | Added |
| American Capital Advisory, LLC | 8 | $821 | 0.00% | +1+14.3% | Added |
| Stephens Consulting, LLC | 8 | $821 | 0.00% | +8 | New |
| TFC Financial Management | 7 | $718 | 0.00% | +1+16.7% | Added |
| Wolff Wiese Magana LLC | 5 | $513 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $308 | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 3 | $308 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $200 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $19 | 0.00% | 0 | Unchanged |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −194,144−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −175,533−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −86,988−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −85,763−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −77,016−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −74,514−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −73,436−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −36,263−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −31,523−100.0% | Sold out |
| CHB Investment Group, LLC | 0 | $0 | 0.00% | −29,175−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −25,194−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −24,177−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,104−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −22,389−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −15,155−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −14,385−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −10,877−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −11,687−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −10,775−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −10,096−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −9,492−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −7,308−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,468−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −4,454−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| NCP Inc. | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −3,595−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Robinson Smith Wealth Advisors LLC | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Blake Schutter Theil Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,322−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,419−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,458−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Argentarii, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Richards, Merrill & Peterson, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −100−100.0% | Sold out |