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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 2,309 | $236.8K | 0.03% | −654−22.1% | Reduced |
| Mayflower Financial Advisors, LLC | 2,290 | $234.9K | 0.03% | +2,290 | New |
| Commerzbank Aktiengesellschaft | 2,280 | $234.0K | 0.01% | +2,280 | New |
| Smith, Moore & Co. | 2,271 | $232.9K | 0.02% | +2,271 | New |
| Mystic Asset Management, Inc. | 2,231 | $228.8K | 0.06% | +2,231 | New |
| Richard P Slaughter Associates Inc | 2,229 | $228.6K | 0.05% | −315−12.4% | Reduced |
| Heritage Wealth Advisors | 2,222 | $227.9K | 0.01% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,200 | $226.0K | 0.05% | +2,200 | New |
| Cookson Peirce & Co Inc | 2,162 | $221.8K | 0.01% | −757−25.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,158 | $221.3K | 0.00% | +158+7.9% | Added |
| Nations Financial Group Inc, | 2,157 | $221.3K | 0.02% | −2,857−57.0% | Reduced |
| Saxony Capital Management, LLC | 2,136 | $219.0K | 0.17% | +2,136 | New |
| Stiles Financial Services Inc | 2,127 | $218.2K | 0.08% | +2,127 | New |
| Warm Springs Advisors Inc. | 2,117 | $217.1K | 0.19% | −783−27.0% | Reduced |
| Avidian Wealth Solutions, LLC | 2,108 | $216.3K | 0.01% | +2,108 | New |
| Balboa Wealth Partners | 2,106 | $216.0K | 0.04% | +2,106 | New |
| Valeo Financial Advisors, LLC | 2,088 | $214.2K | 0.01% | +2,088 | New |
| Texas Bank & Trust Co | 2,054 | $210.7K | 0.08% | +2,054 | New |
| Mosaic Family Wealth Partners, LLC | 2,040 | $209.2K | 0.03% | −673−24.8% | Reduced |
| Ignite Planners, LLC | 2,098 | $209.1K | 0.04% | +2,098 | New |
| Arkadios Wealth Advisors | 2,038 | $209.1K | 0.01% | +2,038 | New |
| Exchange Traded Concepts, LLC | 2,035 | $208.7K | 0.00% | +851+71.9% | Added |
| Johnson Investment Counsel Inc | 2,033 | $208.5K | 0.00% | +2,033 | New |
| Wesbanco Bank Inc | 2,029 | $208.1K | 0.01% | +2,029 | New |
| Affinity Investment Advisors, LLC | 2,013 | $206.5K | 0.16% | +2,013 | New |
| Acadian Asset Management LLC | 2,009 | $206.0K | 0.00% | +2,009 | New |
| Freestone Grove Partners LP | 2,006 | $205.8K | 0.00% | +2,006 | New |
| Oliver Luxxe Assets LLC | 2,000 | $205.1K | 0.04% | −49,469−96.1% | Reduced |
| Financial Perspectives, Inc | 2,000 | $205.1K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,000 | $205.1K | 0.03% | +400+25.0% | Added |
| Apriem Advisors | 2,000 | $205.1K | 0.02% | +2,000 | New |
| RW Investment Management LLC | 2,000 | $205.1K | 0.02% | +2,000 | New |
| Harbour Trust & Investment Management Co | 2,000 | $205.1K | 0.02% | +2,000 | New |
| Continuum Advisory, LLC | 1,973 | $202.4K | 0.02% | +1,948+7,792.0% | Added |
| Moneta Group Investment Advisors LLC | 1,963 | $201.4K | 0.00% | +1,963 | New |
| Jefferies Financial Group Inc. | 1,956 | $200.6K | 0.00% | −8,808−81.8% | Reduced |
| TPG Advisors LLC | 1,954 | $200.4K | 0.14% | +1,954 | New |
| Modera Wealth Management, LLC | 1,951 | $200.1K | 0.00% | +1,951 | New |
| Pegasus Asset Management, Inc. | 1,950 | $200.0K | 0.07% | +1,950 | New |
| Strategic Investment Solutions, Inc. | 1,923 | $197.2K | 0.06% | −840−30.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,901 | $195.0K | 0.03% | −68−3.5% | Reduced |
| Coastline Trust Co | 1,856 | $190.4K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,800 | $185.0K | 0.01% | +1,800 | New |
| Monetary Management Group Inc | 1,800 | $184.6K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 1,745 | $179.0K | 0.01% | −56−3.1% | Reduced |
| NVWM, LLC | 1,699 | $174.3K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,670 | $171.3K | 0.09% | +16+1.0% | Added |
| Security National Bank | 1,663 | $170.6K | 0.03% | +44+2.7% | Added |
| Central Trust Co | 1,647 | $168.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,602 | $163.0K | 0.00% | +176+12.3% | Added |
| CoreCap Advisors, LLC | 1,588 | $162.9K | 0.01% | −69−4.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,501 | $154.0K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $153.9K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,479 | $151.3K | 0.01% | −191−11.4% | Reduced |
| Muzinich & Co., Inc. | 1,472 | $151.0K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $150.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,444 | $148.1K | 0.02% | −18−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,416 | $145.2K | 0.01% | +502+54.9% | Added |
| Park Square Financial Group, LLC | 1,386 | $142.2K | 0.10% | −211−13.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,380 | $141.5K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,358 | $139.3K | 0.00% | +424+45.4% | Added |
| Vision Financial Markets LLC | 1,350 | $138.5K | 0.13% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,322 | $135.6K | 0.01% | +300+29.4% | Added |
| Silvant Capital Management LLC | 1,292 | $132.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,282 | $131.5K | 0.01% | +17+1.3% | Added |
| Toth Financial Advisory Corp | 1,229 | $126.1K | 0.01% | −50−3.9% | Reduced |
| Addison Advisors LLC | 1,173 | $120.3K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,192 | $119.1K | 0.03% | −466−28.1% | Reduced |
| Rosenberg Matthew Hamilton | 1,125 | $115.4K | 0.03% | −555−33.0% | Reduced |
| Headlands Technologies LLC | 1,122 | $115.1K | 0.01% | +1,122 | New |
| Strategic Wealth Partners, Ltd. | 1,109 | $113.8K | 0.01% | +1,109 | New |
| Lavaca Capital LLC | 1,101 | $112.9K | 0.05% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,100 | $112.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,054 | $108.1K | 0.00% | +37+3.6% | Added |
| Morse Asset Management, Inc | 1,050 | $107.7K | 0.02% | −1,000−48.8% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $105.3K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,025 | $102.4K | 0.07% | +1,025 | New |
| Quest Partners LLC | 983 | $100.8K | 0.01% | −112−10.2% | Reduced |
| Kozak & Associates, Inc. | 1,000 | $99.3K | 0.02% | +1,000 | New |
| Evolution Wealth Management Inc. | 952 | $97.7K | 0.12% | +952 | New |
| JFS Wealth Advisors, LLC | 947 | $97.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 917 | $94.1K | 0.01% | −5−0.5% | Reduced |
| Global X Japan Co., Ltd. | 907 | $93.0K | 0.01% | +152+20.1% | Added |
| Catalyst Capital Advisors LLC | 907 | $93.0K | 0.00% | +380+72.1% | Added |
| Cromwell Holdings LLC | 861 | $89.0K | 0.05% | +32+3.9% | Added |
| MUFG Securities EMEA plc | 865 | $88.7K | 0.00% | +865 | New |
| Ci Investments Inc. | 825 | $85.0K | 0.00% | −31−3.6% | Reduced |
| Parvin Asset Management, LLC | 820 | $84.1K | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 839 | $84.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 795 | $81.5K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 791 | $81.1K | 0.01% | +791 | New |
| Onefund, LLC | 767 | $79.0K | 0.06% | +767 | New |
| Optimum Investment Advisors | 750 | $76.9K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 748 | $76.8K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 742 | $76.0K | 0.02% | +43+6.2% | Added |
| Eastern Bank | 735 | $75.4K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 703 | $72.6K | 0.02% | −158−18.4% | Reduced |
| Bokf, NA | 708 | $72.6K | 0.00% | +702+11,700.0% | Added |
| First Horizon Advisors, Inc. | 703 | $72.1K | 0.00% | +53+8.2% | Added |
| Rothschild Investment LLC | 658 | $67.5K | 0.00% | +18+2.8% | Added |