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 |
|---|---|---|---|---|---|
| Point72 (DIFC) Ltd | 8,369 | $858.4K | 0.07% | +198+2.4% | Added |
| Integrated Wealth Concepts LLC | 8,357 | $857.2K | 0.01% | +612+7.9% | Added |
| Aspire Private Capital, LLC | 8,348 | $856.2K | 0.20% | −2,221−21.0% | Reduced |
| Flagship Harbor Advisors, LLC | 8,289 | $850.2K | 0.04% | −251−2.9% | Reduced |
| Cardinal Point Capital Management, ULC | 8,200 | $847.5K | 0.07% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 8,243 | $845.5K | 0.25% | −290−3.4% | Reduced |
| Rik Saylor Financial, Inc. | 8,235 | $844.7K | 0.65% | +13+0.2% | Added |
| Boston Private Wealth LLC | 8,222 | $843.3K | 0.05% | −1,658−16.8% | Reduced |
| Wedbush Securities Inc | 8,183 | $839.0K | 0.03% | +241+3.0% | Added |
| DRW Securities, LLC | 8,160 | $837.0K | 0.06% | +8,160 | New |
| Envestnet Portfolio Solutions, Inc. | 8,143 | $835.3K | 0.00% | −1,275−13.5% | Reduced |
| Greenleaf Trust | 8,142 | $835.1K | 0.01% | +774+10.5% | Added |
| Mathes Company, Inc. | 8,050 | $826.0K | 0.31% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,014 | $822.0K | 0.04% | +345+4.5% | Added |
| RNC Capital Management LLC | 8,000 | $820.6K | 0.04% | −10.0% | Reduced |
| Agf Management Ltd | 7,980 | $818.5K | 0.00% | +7,980 | New |
| Quantessence Capital LLC | 7,978 | $818.3K | 0.24% | +7,978 | New |
| Brinker Capital Investments, LLC | 7,966 | $817.1K | 0.01% | −691−8.0% | 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 |
| Fiduciary Family Office, LLC | 7,940 | $814.4K | 0.27% | −642−7.5% | Reduced |
| Squarepoint Ops LLC | 7,934 | $813.8K | 0.00% | −57,780−87.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,917 | $812.0K | 0.06% | −549−6.5% | Reduced |
| Essex Financial Services, Inc. | 7,862 | $806.4K | 0.05% | +26+0.3% | Added |
| Beacon Pointe Advisors, LLC | 7,813 | $801.4K | 0.01% | +645+9.0% | Added |
| Archer Investment Corp | 7,800 | $800.0K | 0.19% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 7,776 | $797.6K | 0.01% | −4,737−37.9% | Reduced |
| Miracle Mile Advisors, LLC | 7,742 | $794.1K | 0.01% | +197+2.6% | Added |
| Independence Bank of Kentucky | 7,724 | $792.3K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,585 | $778.0K | 0.11% | −83−1.1% | Reduced |
| Callan Family Office, LLC | 7,575 | $777.0K | 0.02% | +7,575 | New |
| Csenge Advisory Group | 7,837 | $773.6K | 0.04% | +100+1.3% | Added |
| Prime Capital Investment Advisors, LLC | 7,510 | $770.3K | 0.01% | −3,272−30.3% | Reduced |
| Mindset Wealth Management, LLC | 7,493 | $768.6K | 0.25% | −164−2.1% | Reduced |
| Aptus Capital Advisors, LLC | 7,449 | $764.0K | 0.01% | −298−3.8% | Reduced |
| Massmutual Trust Co FSB | 7,434 | $762.5K | 0.02% | +356+5.0% | Added |
| Equitable Holdings, Inc. | 7,422 | $761.3K | 0.01% | −178−2.3% | Reduced |
| Coldstream Capital Management Inc | 7,385 | $757.5K | 0.01% | +283+4.0% | Added |
| Outlook Wealth Advisors, LLC | 7,247 | $743.4K | 0.19% | −34−0.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,245 | $743.1K | 0.02% | −25−0.3% | Reduced |
| Investment Management Corp of Ontario | 7,191 | $737.6K | 0.01% | −1,100−13.3% | Reduced |
| GM Advisory Group, Inc. | 7,180 | $736.5K | 0.04% | −122−1.7% | Reduced |
| TBH Global Asset Management, LLC | 7,154 | $733.8K | 0.16% | −355−4.7% | Reduced |
| Mangrove Partners | 7,088 | $727.0K | 0.08% | +7,088 | New |
| Paradigm Financial Partners, LLC | 7,048 | $722.9K | 0.08% | +7,048 | New |
| Signaturefd, LLC | 7,045 | $722.6K | 0.01% | +822+13.2% | Added |
| Bryn Mawr Trust Co | 7,041 | $722.2K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,000 | $718.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| TD Private Client Wealth LLC | 6,869 | $704.6K | 0.02% | +869+14.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 6,862 | $703.9K | 0.02% | −105,238−93.9% | Reduced |
| Ascent Group, LLC | 6,795 | $696.9K | 0.03% | +6,795 | New |
| Landscape Capital Management, L.L.C. | 6,742 | $691.5K | 0.05% | +6,742 | New |
| Susquehanna Fundamental Investments, LLC | 6,739 | $691.2K | 0.02% | −21,470−76.1% | Reduced |
| Verdence Capital Advisors LLC | 6,717 | $689.0K | 0.05% | +34+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,718 | $688.4K | 0.01% | −757−10.1% | Reduced |
| Alyeska Investment Group, L.P. | 6,689 | $686.1K | 0.00% | −169,895−96.2% | Reduced |
| Quadrant Capital Group LLC | 6,612 | $678.2K | 0.02% | +759+13.0% | Added |
| Global Retirement Partners, LLC | 6,586 | $675.5K | 0.02% | +6,586 | New |
| Centaurus Financial, Inc. | 6,568 | $674.0K | 0.04% | +134+2.1% | Added |
| Monument Capital Management | 6,554 | $672.3K | 0.18% | +3,001+84.5% | Added |
| Group One Trading, L.P. | 6,543 | $671.1K | 0.02% | +6,543 | New |
| MUFG Securities Americas Inc. | 6,539 | $670.7K | 0.06% | +1,339+25.8% | Added |
| Illinois Municipal Retirement Fund | 6,529 | $669.7K | 0.01% | −13,940−68.1% | Reduced |
| Ellevest, Inc. | 6,516 | $668.3K | 0.11% | −292−4.3% | Reduced |
| James Hambro & Partners | 6,502 | $666.7K | 0.03% | −24,110−78.8% | Reduced |
| Oak Thistle LLC | 6,467 | $663.3K | 0.10% | −14,419−69.0% | Reduced |
| Columbia Asset Management | 6,392 | $655.6K | 0.13% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,543 | $653.0K | 0.00% | −1,614−19.8% | Reduced |
| Summit Trail Advisors, LLC | 6,283 | $651.0K | 0.01% | +2,664+73.6% | Added |
| Golden State Equity Partners | 6,346 | $650.9K | 0.12% | +1,196+23.2% | Added |
| Symphony Financial, Ltd. Co. | 7,462 | $650.7K | 0.09% | +3,198+75.0% | Added |
| Ieq Capital, LLC | 6,292 | $645.3K | 0.00% | −11,972−65.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,283 | $644.4K | 0.02% | +63+1.0% | Added |
| Resources Investment Advisors, LLC. | 6,208 | $636.8K | 0.01% | +776+14.3% | Added |
| Principal Securities, Inc. | 6,153 | $631.1K | 0.01% | −6,389−50.9% | Reduced |
| Hudson Bay Capital Management LP | 6,108 | $626.5K | 0.00% | +6,108 | New |
| Laurion Capital Management LP | 5,938 | $609.1K | 0.07% | +5,938 | New |
| Sheets Smith Wealth Management | 5,910 | $606.2K | 0.07% | −30−0.5% | Reduced |
| Kapstone Financial Advisors LLC | 5,792 | $594.1K | 0.30% | 00.0% | Unchanged |
| EWG Elevate Inc. | 5,722 | $586.9K | 0.18% | 00.0% | Unchanged |
| Somerset Trust Co | 5,721 | $586.8K | 0.19% | +220+4.0% | Added |
| Huntington National Bank | 5,717 | $586.4K | 0.00% | +1,298+29.4% | Added |
| Pinnacle Family Advisors, LLC | 5,601 | $573.0K | 0.28% | +13+0.2% | Added |
| Washington Trust Co | 5,586 | $572.9K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,532 | $571.7K | 0.15% | −22−0.4% | Reduced |
| Brown Brothers Harriman & Co | 5,495 | $563.6K | 0.00% | +515+10.3% | Added |
| GAMMA Investing LLC | 5,476 | $561.7K | 0.04% | +1,504+37.9% | Added |
| Concurrent Investment Advisors, LLC | 5,457 | $559.7K | 0.01% | −477−8.0% | Reduced |
| Abn Amro Investment Solutions | 5,451 | $559.1K | 0.01% | +617+12.8% | Added |
| Farther Finance Advisors, LLC | 5,382 | $552.1K | 0.01% | +609+12.8% | Added |
| Estabrook Capital Management | 5,337 | $547.4K | 0.08% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 5,334 | $547.1K | 0.01% | −407−7.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,297 | $543.3K | 0.03% | +5,297 | New |
| Financial Management Professionals, Inc. | 5,240 | $541.6K | 0.06% | −334−6.0% | Reduced |
| NorthRock Partners, LLC | 5,244 | $541.2K | 0.01% | +169+3.3% | Added |
| Smith Asset Management Co., LLC | 5,215 | $534.9K | 0.46% | −1,440−21.6% | Reduced |
| Valued Retirements, Inc. | 5,190 | $532.3K | 0.60% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 5,181 | $531.4K | 0.01% | −377−6.8% | Reduced |