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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 5,155 | $528.7K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,150 | $528.0K | 0.04% | −505−8.9% | Reduced |
| Stratos Wealth Partners, LTD. | 5,140 | $527.3K | 0.01% | +1,828+55.2% | Added |
| Ostrum Asset Management | 5,098 | $522.9K | 0.02% | −146−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,252 | $521.9K | 0.02% | +1,537+41.4% | Added |
| Kingsview Wealth Management, LLC | 5,070 | $520.0K | 0.01% | −191−3.6% | Reduced |
| Fisher Asset Management, LLC | 5,065 | $519.6K | 0.00% | −1,092−17.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,040 | $517.0K | 0.04% | +5,040 | New |
| Linscomb & Williams, Inc. | 5,020 | $514.9K | 0.02% | −13−0.3% | Reduced |
| NorthStar Asset Management LLC | 5,015 | $514.4K | 0.27% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,010 | $513.9K | 0.04% | +539+12.1% | Added |
| Perfromance Wealth Partners, LLC | 5,007 | $513.6K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,700 | $513.2K | 0.05% | +128+2.3% | Added |
| Horizon Investments, LLC | 4,950 | $507.7K | 0.01% | +735+17.4% | Added |
| Canada Post Corp Registered Pension Plan | 4,887 | $501.3K | 0.03% | +4,887 | New |
| RMB Capital Management, LLC | 4,853 | $500.3K | 0.01% | +1,040+27.3% | Added |
| Augustine Asset Management Inc | 4,847 | $497.2K | 0.13% | −331−6.4% | Reduced |
| West Wealth Group, LLC | 5,500 | $495.3K | 0.12% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,828 | $495.2K | 0.01% | −261−5.1% | Reduced |
| Atlas Capital Advisors LLC | 4,825 | $494.9K | 0.06% | −3,374−41.2% | Reduced |
| Davis R M Inc | 4,818 | $494.2K | 0.01% | −600−11.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,795 | $491.8K | 0.43% | +4,795 | New |
| We Are One Seven, LLC | 4,784 | $490.7K | 0.02% | +1,946+68.6% | Added |
| Cynosure Management, LLC | 4,699 | $482.0K | 0.05% | +846+22.0% | Added |
| High Net Worth Advisory Group LLC | 4,692 | $481.3K | 0.13% | 00.0% | Unchanged |
| Putney Financial Group LLC | 4,645 | $476.4K | 0.48% | −86−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,644 | $476.3K | 0.01% | +4,644 | New |
| Catalyst Funds Management Pty Ltd | 4,643 | $476.2K | 0.13% | +795+20.7% | Added |
| Secure Asset Management, LLC | 4,641 | $476.0K | 0.09% | +4,641 | New |
| Hilltop Holdings Inc. | 4,558 | $467.5K | 0.03% | −202−4.2% | Reduced |
| NBC Securities, Inc. | 4,534 | $465.0K | 0.04% | −893−16.5% | Reduced |
| Aspen Investment Management Inc | 4,535 | $465.0K | 0.20% | +4+0.1% | Added |
| Welch Group, LLC | 4,531 | $464.7K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,503 | $461.9K | 0.01% | −296,830−98.5% | Reduced |
| Essex Savings Bank | 4,495 | $461.0K | 0.11% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,492 | $460.9K | 0.01% | −44−1.0% | Reduced |
| Mechanics Bank Trust Department | 4,483 | $459.8K | 0.07% | +1,055+30.8% | Added |
| Teamwork Financial Advisors, LLC | 4,476 | $459.1K | 0.06% | +12+0.3% | Added |
| Advisors Capital Management, LLC | 4,427 | $454.1K | 0.01% | −185−4.0% | Reduced |
| Quest Investment Management LLC | 4,414 | $452.8K | 0.05% | +4,414 | New |
| Atria Investments LLC | 4,404 | $451.7K | 0.01% | −569−11.4% | Reduced |
| Armor Investment Advisors, LLC | 4,361 | $447.3K | 0.17% | −20−0.5% | Reduced |
| Ameliora Wealth Management Ltd. | 4,350 | $446.2K | 0.16% | +1,000+29.9% | Added |
| Armstrong Advisory Group, Inc | 4,335 | $444.6K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,332 | $444.3K | 0.02% | +311+7.7% | Added |
| Sculati Wealth Management, LLC | 4,320 | $443.1K | 0.17% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,284 | $439.5K | 0.01% | +959+28.8% | Added |
| WealthBridge Capital Management, LLC | 4,284 | $439.4K | 0.11% | −4,068−48.7% | Reduced |
| BCO Wealth Management LLC | 4,275 | $438.5K | 0.31% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,267 | $437.7K | 0.03% | −567−11.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,265 | $437.4K | 0.08% | −622−12.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,259 | $436.9K | 0.00% | −256−5.7% | Reduced |
| Stephens Inc | 4,191 | $429.9K | 0.01% | +3+0.1% | Added |
| Prestige Wealth Management Group LLC | 4,172 | $427.9K | 0.09% | −91−2.1% | Reduced |
| Pinnacle Associates Ltd | 4,168 | $427.5K | 0.01% | +78+1.9% | Added |
| International Assets Investment Management, LLC | 4,166 | $427.3K | 0.03% | +375+9.9% | Added |
| Kavar Capital Partners Group, LLC | 4,150 | $425.7K | 0.06% | 00.0% | Unchanged |
| L.M. Kohn & Company | 4,147 | $425.4K | 0.11% | −25−0.6% | Reduced |
| Cornerstone Wealth Management, LLC | 4,119 | $422.5K | 0.03% | −288−6.5% | Reduced |
| FIL Ltd | 4,111 | $421.7K | 0.00% | −3,629−46.9% | Reduced |
| Disciplined Equity Management, Inc. | 4,085 | $419.0K | 0.25% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,063 | $416.7K | 0.25% | −259−6.0% | Reduced |
| National Asset Management, Inc. | 4,060 | $416.4K | 0.02% | −6,931−63.1% | Reduced |
| Cornerstone Wealth Group, LLC | 4,052 | $415.6K | 0.03% | +147+3.8% | Added |
| Sachetta, LLC | 4,048 | $415.3K | 0.16% | +26+0.6% | Added |
| Centiva Capital, LP | 4,031 | $413.5K | 0.03% | −35,751−89.9% | Reduced |
| Axis Wealth Partners, LLC | 4,025 | $412.9K | 0.27% | +5+0.1% | Added |
| Accuvest Global Advisors | 4,000 | $410.0K | 0.27% | −776−16.2% | Reduced |
| Strategic Investment Advisors | 4,008 | $406.7K | 0.04% | −1,852−31.6% | Reduced |
| GTS Securities LLC | 3,915 | $401.6K | 0.02% | +3,915 | New |
| Bogart Wealth, LLC | 3,907 | $400.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,527 | $396.5K | 0.01% | +728+26.0% | Added |
| Park National Corp | 3,838 | $393.7K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,804 | $393.2K | 0.00% | +3,804 | New |
| Sigma Planning Corp | 3,829 | $392.9K | 0.01% | −311−7.5% | Reduced |
| Ledgewood Wealth Advisors, LLC | 3,806 | $390.4K | 0.25% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $389.8K | 0.04% | 00.0% | Unchanged |
| Citizens Business Bank | 3,800 | $389.8K | 0.08% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 3,778 | $387.5K | 0.15% | −19−0.5% | Reduced |
| Meeder Advisory Services, Inc. | 3,710 | $380.5K | 0.02% | +481+14.9% | Added |
| SummitTX Capital, L.P. | 3,700 | $379.5K | 0.02% | +3,700 | New |
| RMR Wealth Builders | 3,650 | $377.4K | 0.03% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,660 | $375.4K | 0.22% | +35+1.0% | Added |
| Severin Investments, LLC | 3,646 | $373.9K | 0.35% | +15+0.4% | Added |
| Prosperity Consulting Group, LLC | 3,645 | $373.9K | 0.03% | +3,645 | New |
| Fayez Sarofim & Co | 3,635 | $372.8K | 0.00% | −684−15.8% | Reduced |
| Strategic Blueprint, LLC | 3,623 | $371.6K | 0.02% | +31+0.9% | Added |
| Blue Rock Wealth Management LLC | 3,600 | $369.3K | 0.26% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,548 | $364.0K | 0.03% | +3,548 | New |
| Aire Advisors, LLC | 3,537 | $362.8K | 0.07% | +33+0.9% | Added |
| Palacios Wealth Management, LLC | 3,525 | $361.6K | 0.30% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,524 | $361.5K | 0.00% | −1,765−33.4% | Reduced |
| Philadelphia Trust Co | 3,500 | $359.0K | 0.03% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,500 | $359.0K | 0.13% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,479 | $356.8K | 0.14% | 00.0% | Unchanged |
| Natural Investments, LLC | 3,474 | $356.0K | 0.09% | +24+0.7% | Added |
| Coastal Bridge Advisors, LLC | 3,453 | $354.1K | 0.03% | +3,453 | New |
| Diversified Trust Co | 3,452 | $354.1K | 0.01% | +3,452 | New |
| Wambolt & Associates, LLC | 3,509 | $350.7K | 0.12% | −541−13.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,405 | $349.3K | 0.01% | +3,405 | New |