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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 14,560 | $1.49M | 0.16% | +1,248+9.4% | Added |
| Denali Advisors LLC | 14,416 | $1.48M | 0.15% | −170−1.2% | Reduced |
| Metis Global Partners, LLC | 14,323 | $1.47M | 0.04% | −1,102−7.1% | Reduced |
| Corrado Advisors, LLC | 14,277 | $1.46M | 0.90% | −367−2.5% | Reduced |
| Beacon Financial Advisory LLC | 14,262 | $1.46M | 0.38% | −115−0.8% | Reduced |
| Maryland State Retirement & Pension System | 14,259 | $1.46M | 0.03% | +650+4.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,219 | $1.46M | 0.01% | +2,598+22.4% | Added |
| RSM US Wealth Management LLC | 14,093 | $1.46M | 0.02% | +675+5.0% | Added |
| Moody Lynn & Lieberson, LLC | 14,210 | $1.46M | 0.08% | +665+4.9% | Added |
| Brookfield Asset Management Inc. | 14,193 | $1.46M | 0.00% | +171+1.2% | Added |
| Truvestments Capital LLC | 14,160 | $1.45M | 0.29% | −151−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 14,016 | $1.44M | 0.02% | +1,173+9.1% | Added |
| Reik & Co., LLC | 13,980 | $1.43M | 0.36% | 00.0% | Unchanged |
| Schroder Investment Management Group | 13,817 | $1.42M | 0.00% | +789+6.1% | Added |
| Apollon Wealth Management, LLC | 13,795 | $1.41M | 0.03% | +217+1.6% | Added |
| New Mexico Educational Retirement Board | 13,740 | $1.41M | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 13,478 | $1.38M | 0.05% | −1,695−11.2% | Reduced |
| Crescent Grove Advisors, LLC | 13,255 | $1.37M | 0.13% | +201+1.5% | Added |
| Community Bank of Raymore | 13,341 | $1.37M | 1.01% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 13,089 | $1.34M | 0.04% | −4,738−26.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 13,086 | $1.34M | 0.17% | −288−2.2% | Reduced |
| AE Wealth Management LLC | 13,062 | $1.34M | 0.01% | +942+7.8% | Added |
| Coppell Advisory Solutions LLC | 13,061 | $1.34M | 0.16% | +13,061 | New |
| Wealthcare Advisory Partners LLC | 13,009 | $1.33M | 0.03% | +187+1.5% | Added |
| Brown Advisory Inc | 12,885 | $1.32M | 0.00% | +331+2.6% | Added |
| Toroso Investments, LLC | 12,792 | $1.31M | 0.01% | −5,813−31.2% | Reduced |
| Focus Financial Network, Inc. | 12,685 | $1.31M | 0.05% | +875+7.4% | Added |
| Burling Wealth Partners, LLC | 12,730 | $1.31M | 0.24% | −2,797−18.0% | Reduced |
| E. Ohman J:or Asset Management AB | 12,703 | $1.30M | 0.03% | −900−6.6% | Reduced |
| Guggenheim Capital LLC | 12,605 | $1.29M | 0.01% | +385+3.2% | Added |
| HM Payson & Co | 12,526 | $1.28M | 0.02% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 12,821 | $1.27M | 0.38% | −40−0.3% | Reduced |
| Natixis | 12,358 | $1.27M | 0.01% | −7,223−36.9% | Reduced |
| Arista Wealth Management, LLC | 12,301 | $1.26M | 0.17% | +12,301 | New |
| Widmann Financial Services, Inc. | 12,194 | $1.25M | 0.87% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 12,185 | $1.25M | 0.04% | −253−2.0% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.23M | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 11,896 | $1.23M | 0.11% | −19−0.2% | Reduced |
| Summit Financial, LLC | 11,882 | $1.23M | 0.03% | +5,703+92.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 11,769 | $1.21M | 0.00% | −54,233−82.2% | Reduced |
| Kessler Investment Group, LLC | 11,728 | $1.20M | 0.49% | +646+5.8% | Added |
| Delta Capital Management LLC | 11,610 | $1.19M | 0.67% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,570 | $1.19M | 0.04% | +900+8.4% | Added |
| Savoie Capital LLC | 11,545 | $1.18M | 0.15% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,538 | $1.18M | 0.00% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 11,492 | $1.18M | 0.05% | −175−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,455 | $1.17M | 0.52% | +23+0.2% | Added |
| Guardian Asset Advisors, LLC | 11,266 | $1.16M | 0.66% | −78−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 11,090 | $1.14M | 0.03% | −98−0.9% | Reduced |
| Bleakley Financial Group, LLC | 11,077 | $1.14M | 0.03% | +301+2.8% | Added |
| Advisory Services Network, LLC | 11,664 | $1.14M | 0.02% | −352−2.9% | Reduced |
| Virtu Financial LLC | 11,037 | $1.13M | 0.06% | +5,342+93.8% | Added |
| Glenview Trust Co | 11,005 | $1.13M | 0.02% | +11,005 | New |
| Abbot Financial Management, Inc. | 10,918 | $1.12M | 0.52% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,755 | $1.10M | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,668 | $1.09M | 0.01% | +1,795+20.2% | Added |
| Wellington Shields & Co., LLC | 10,643 | $1.09M | 0.31% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,628 | $1.09M | 0.04% | −43−0.4% | Reduced |
| Omers Administration Corp | 10,475 | $1.07M | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,365 | $1.06M | 0.04% | +47+0.5% | Added |
| Plimoth Trust Co LLC | 10,328 | $1.06M | 0.25% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,271 | $1.05M | 0.05% | +10,271 | New |
| Private Advisory Group LLC | 10,236 | $1.05M | 0.10% | −1,180−10.3% | Reduced |
| NewEdge Wealth, LLC | 11,422 | $1.05M | 0.02% | −260−2.2% | Reduced |
| Pathway Financial Advisers, LLC | 10,153 | $1.04M | 0.34% | −221−2.1% | Reduced |
| HB Wealth Management, LLC | 10,022 | $1.03M | 0.01% | +299+3.1% | Added |
| Smith Group Asset Management, LLC | 10,000 | $1.03M | 0.07% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9,878 | $1.02M | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,855 | $1.01M | 0.01% | +185+1.9% | Added |
| Perpetual Ltd | 9,820 | $1.01M | 0.01% | −750−7.1% | Reduced |
| Vident Advisory, LLC | 9,817 | $1.01M | 0.01% | +616+6.7% | Added |
| Beacon Investment Advisors LLC | 9,750 | $997.5K | 0.43% | +58+0.6% | Added |
| Verus Capital Partners, LLC | 9,708 | $995.8K | 0.09% | +31+0.3% | Added |
| Glenmede Investment Management, LP | 9,653 | $990.1K | 0.01% | +9,653 | New |
| Strait & Sound Wealth Management LLC | 9,597 | $984.4K | 0.42% | +390+4.2% | Added |
| Atwood & Palmer Inc | 9,445 | $968.8K | 0.06% | +1,195+14.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,413 | $965.5K | 0.01% | +70+0.7% | Added |
| Independent Financial Group, LLC | 9,316 | $955.5K | 0.03% | −58−0.6% | Reduced |
| American Institute for Advanced Investment Management, LLP | 9,245 | $948.3K | 0.67% | −1,625−14.9% | Reduced |
| Ullmann Financial Group, Inc. | 9,240 | $947.8K | 0.11% | +71+0.8% | Added |
| Atria Wealth Solutions, Inc. | 9,205 | $945.4K | 0.02% | −20,212−68.7% | Reduced |
| Harbour Investments, Inc. | 9,178 | $941.4K | 0.02% | −10.0% | Reduced |
| Oppenheimer & Co Inc | 9,160 | $939.5K | 0.01% | +186+2.1% | Added |
| Capital Investment Advisory Services, LLC | 9,088 | $932.1K | 0.08% | +5+0.1% | Added |
| Savant Capital, LLC | 8,945 | $917.5K | 0.01% | +231+2.7% | Added |
| Genesee Capital Advisors, LLC | 8,943 | $917.3K | 0.41% | +564+6.7% | Added |
| Founders Financial Alliance, LLC | 8,930 | $915.9K | 0.21% | −99−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 8,921 | $915.0K | 0.02% | +909+11.3% | Added |
| MAI Capital Management | 8,855 | $908.3K | 0.01% | −143−1.6% | Reduced |
| Two Sigma Securities, LLC | 8,798 | $902.4K | 0.11% | +8,798 | New |
| Herold Advisors, Inc. | 8,758 | $898.3K | 0.19% | +10.0% | Added |
| Capstone Investment Advisors, LLC | 8,636 | $885.8K | 0.01% | +112+1.3% | Added |
| Catalytic Wealth RIA, LLC | 8,598 | $881.9K | 0.07% | +1,864+27.7% | Added |
| Bessemer Group Inc | 8,543 | $877.0K | 0.00% | −5,896−40.8% | Reduced |
| Future Financial Wealth Managment LLC | 8,420 | $863.7K | 0.59% | +40.0% | Added |
| CWM, LLC | 8,415 | $863.0K | 0.00% | +1,820+27.6% | Added |
| Pensionmark Financial Group, LLC | 8,411 | $862.7K | 0.02% | +2,927+53.4% | Added |
| Colonial River Wealth Management, LLC | 8,697 | $860.7K | 0.37% | −98−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 8,376 | $859.1K | 0.06% | −493−5.6% | Reduced |
| V-Square Quantitative Management LLC | 8,375 | $859.0K | 0.12% | +457+5.8% | Added |