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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 3,400 | $348.7K | 0.02% | −8,506−71.4% | Reduced |
| Perigon Wealth Management, LLC | 3,400 | $348.7K | 0.01% | −328−8.8% | Reduced |
| Parallel Advisors, LLC | 3,397 | $348.5K | 0.01% | −355−9.5% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $343.6K | 0.06% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,350 | $343.6K | 0.04% | +3,350 | New |
| Southland Equity Partners LLC | 3,331 | $341.6K | 0.07% | −65−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,316 | $340.1K | 0.01% | +241+7.8% | Added |
| Foster & Motley Inc | 3,318 | $340.0K | 0.02% | −57−1.7% | Reduced |
| Richmond Investment Services, LLC | 3,299 | $338.4K | 0.07% | +3,299 | New |
| Evergreen Capital Management LLC | 3,292 | $337.7K | 0.01% | −25−0.8% | Reduced |
| Capital Square, LLC | 3,427 | $335.8K | 0.18% | +905+35.9% | Added |
| Jacobi Capital Management LLC | 3,260 | $334.4K | 0.02% | +119+3.8% | Added |
| Advisors Management Group Inc | 3,259 | $334.0K | 0.06% | −50−1.5% | Reduced |
| Mission Wealth Management, LP | 3,240 | $332.3K | 0.01% | −201−5.8% | Reduced |
| Sovereign Financial Group, Inc. | 3,222 | $330.5K | 0.07% | +77+2.4% | Added |
| Sowell Financial Services LLC | 3,218 | $330.1K | 0.01% | −96−2.9% | Reduced |
| Skopos Labs, Inc. | 3,203 | $328.5K | 0.04% | +249+8.4% | Added |
| E&G Advisors, LP | 3,200 | $328.2K | 0.09% | −300−8.6% | Reduced |
| Cooper Financial Group | 3,155 | $323.6K | 0.04% | +113+3.7% | Added |
| Tiaa Trust, National Association | 3,145 | $322.6K | 0.00% | +3,145 | New |
| CWA Asset Management Group, LLC | 3,140 | $322.0K | 0.01% | −507−13.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,136 | $321.7K | 0.04% | +208+7.1% | Added |
| Keystone Wealth Services, LLC | 3,127 | $320.7K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,118 | $319.8K | 0.11% | −1,491−32.3% | Reduced |
| SeaCrest Wealth Management, LLC | 3,112 | $319.2K | 0.03% | −169−5.2% | Reduced |
| American Investment Services, Inc. | 3,103 | $318.3K | 0.08% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,093 | $317.3K | 0.05% | +4+0.1% | Added |
| Crestwood Advisors Group LLC | 3,047 | $312.6K | 0.01% | +171+5.9% | Added |
| Clean Yield Group | 3,022 | $310.0K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,007 | $308.4K | 0.15% | −2,304−43.4% | Reduced |
| Asset Planning,Inc | 3,000 | $307.7K | 0.23% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,986 | $306.6K | 0.04% | −534−15.2% | Reduced |
| IMA Wealth, Inc. | 2,957 | $305.6K | 0.03% | +3+0.1% | Added |
| TRUE Private Wealth Advisors | 2,976 | $305.2K | 0.03% | +107+3.7% | Added |
| Integrity Alliance, LLC. | 2,945 | $302.1K | 0.02% | −3,614−55.1% | Reduced |
| MBB Public Markets I LLC | 2,937 | $301.2K | 0.03% | −667−18.5% | Reduced |
| Charter Oak Capital Management, LLC | 2,931 | $300.6K | 0.03% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,929 | $300.0K | 0.08% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,887 | $296.1K | 0.04% | +97+3.5% | Added |
| Cigna Investments Inc | 2,889 | $296.0K | 0.05% | −47−1.6% | Reduced |
| Perennial Investment Advisors, LLC | 2,865 | $293.9K | 0.03% | +29+1.0% | Added |
| Change Path, LLC | 2,833 | $290.6K | 0.01% | −286−9.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,832 | $290.5K | 0.01% | −182−6.0% | Reduced |
| Beaumont Financial Advisors, LLC | 2,830 | $290.3K | 0.02% | −387−12.0% | Reduced |
| Whittier Trust Co | 2,820 | $289.2K | 0.00% | −445−13.6% | Reduced |
| Jordan Park Group LLC | 2,803 | $287.5K | 0.02% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,792 | $286.4K | 0.00% | +2,792 | New |
| Ameritas Investment Partners, Inc. | 2,785 | $285.7K | 0.01% | −74−2.6% | Reduced |
| Destination Wealth Management | 2,784 | $285.6K | 0.01% | −862−23.6% | Reduced |
| Wedmont Private Capital | 2,872 | $285.0K | 0.01% | +58+2.1% | Added |
| Carnegie Capital Asset Management, LLC | 2,777 | $284.8K | 0.01% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,775 | $284.6K | 0.25% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 2,826 | $284.5K | 0.01% | +2,826 | New |
| Stevens Capital Management LP | 2,769 | $284.0K | 0.08% | +2,769 | New |
| Daymark Wealth Partners, LLC | 2,767 | $283.8K | 0.01% | +135+5.1% | Added |
| Howland Capital Management LLC | 2,727 | $281.1K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 2,736 | $280.6K | 0.02% | +2,736 | New |
| Jaffetilchin Investment Partners, LLC | 2,722 | $279.2K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,702 | $277.1K | 0.01% | +2,702 | New |
| Savvy Advisors, Inc. | 2,701 | $277.0K | 0.02% | +33+1.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,700 | $277.0K | 0.05% | +2+0.1% | Added |
| Richard W. Paul & Associates, LLC | 2,700 | $276.9K | 0.10% | −742−21.6% | Reduced |
| Investment House LLC | 2,700 | $276.9K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 2,696 | $276.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,686 | $275.5K | 0.00% | +1,371+104.3% | Added |
| Sagespring Wealth Partners, LLC | 2,685 | $275.4K | 0.01% | +2,685 | New |
| Raleigh Capital Management Inc. | 2,681 | $275.0K | 0.12% | −810−23.2% | Reduced |
| Keystone Financial Group | 2,679 | $274.7K | 0.02% | −502−15.8% | Reduced |
| Aberdeen Wealth Management LLC | 2,645 | $271.3K | 0.18% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,625 | $269.2K | 0.16% | +26+1.0% | Added |
| Ameritas Advisory Services, LLC | 2,623 | $269.0K | 0.01% | −1,558−37.3% | Reduced |
| Channel Wealth LLC | 2,621 | $268.8K | 0.08% | +2+0.1% | Added |
| Keybank National Association | 2,615 | $268.2K | 0.00% | −175−6.3% | Reduced |
| Retireful, LLC | 2,602 | $266.9K | 0.18% | +2,602 | New |
| Advisory Alpha, LLC | 2,550 | $261.6K | 0.01% | +2,550 | New |
| Samalin Investment Counsel, LLC | 2,548 | $261.4K | 0.10% | +22+0.9% | Added |
| Centerpoint Advisory Group | 2,535 | $260.0K | 0.23% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,534 | $259.9K | 0.02% | −44−1.7% | Reduced |
| Seed Wealth Management, Inc. | 2,530 | $259.5K | 0.19% | −90−3.4% | Reduced |
| Mather Group, LLC. | 2,526 | $259.1K | 0.00% | +59+2.4% | Added |
| Atomi Financial Group, Inc. | 2,517 | $258.2K | 0.01% | +2,517 | New |
| Iron Financial, LLC | 2,517 | $258.2K | 0.14% | +34+1.4% | Added |
| Patton Fund Management, Inc. | 2,510 | $257.5K | 0.06% | +2,510 | New |
| Nwam LLC | 2,578 | $257.4K | 0.01% | +2,578 | New |
| Duncan Williams Asset Management, LLC | 2,504 | $256.8K | 0.08% | +22+0.9% | Added |
| Larson Financial Group LLC | 2,449 | $251.2K | 0.01% | +790+47.6% | Added |
| HBK Sorce Advisory LLC | 2,419 | $248.1K | 0.01% | +2,419 | New |
| Maven Securities LTD | 2,406 | $246.8K | 0.06% | +2,406 | New |
| Private Trust Co NA | 2,405 | $246.7K | 0.02% | +100+4.3% | Added |
| Geneos Wealth Management Inc. | 2,399 | $246.1K | 0.01% | +1,421+145.3% | Added |
| Fielder Capital Group LLC | 2,390 | $245.2K | 0.07% | −19−0.8% | Reduced |
| Schmidt P J Investment Management Inc | 2,360 | $242.1K | 0.04% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 2,358 | $241.8K | 0.04% | −244−9.4% | Reduced |
| Waldron Private Wealth LLC | 2,338 | $241.6K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,352 | $241.3K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,352 | $241.3K | 0.02% | −94−3.8% | Reduced |
| Diversify Wealth Management, LLC | 2,595 | $239.1K | 0.01% | −50−1.9% | Reduced |
| Wealth Alliance | 2,328 | $238.8K | 0.03% | +2,328 | New |
| Personal Cfo Solutions, LLC | 2,326 | $238.6K | 0.04% | +2,326 | New |
| Umb Bank N A | 2,316 | $237.6K | 0.00% | −214−8.5% | Reduced |