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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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

13F holders, Q3 2025

Institutional positions in Iron Mountain Inc as of Sep 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
1,017
−13 vs. Q2 2025
Shares held
250.3M
+5.90M (+2.4%) vs. Q2 2025
Total value
$25.5B
+$450.7M (+1.8%) vs. Q2 2025
New holders
75
370 more added
Sold out
88
390 more reduced

15 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,017 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ3 2025: $25.5B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2025.

Institutions holding IRM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC7$00.00%+7New
Retirement Wealth Solutions LLC0$190.00%0Unchanged
Private Wealth Management Group, LLC1$1020.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC2$2040.00%−1−33.3%Reduced
Country Trust Bank2$2040.00%+2New
DecisionPoint Financial, LLC2$2050.00%00.0%Unchanged
Proathlete Wealth Management LLC3$3050.00%+3New
Winnow Wealth LLC3$3060.00%−134−97.8%Reduced
Colonial Trust Co3$3060.00%−6−66.7%Reduced
Palisade Asset Management, LLC3$3060.00%+3New
Davis Capital Management4$4080.00%+4New
Rialto Wealth Management, LLC5$5100.00%−5−50.0%Reduced
Wolff Wiese Magana LLC5$5100.00%00.0%Unchanged
Guerra Advisors Inc5$5100.00%+5New
American Capital Advisory, LLC7$7140.00%−1−12.5%Reduced
TFC Financial Management7$7140.00%00.0%Unchanged
Capital Advisors, Ltd. LLC10$1.00K0.00%00.0%Unchanged
Quaker Wealth Management, LLC10$1.02K0.00%00.0%Unchanged
Hughes Financial Services, LLC12$1.23K0.00%−1−7.7%Reduced
Millstone Evans Group, LLC14$1.43K0.00%00.0%Unchanged
Atlantic Trust, LLC15$1.53K0.00%+3+25.0%Added
Principia Wealth Advisory, LLC16$1.63K0.00%−6−27.3%Reduced
Tortoise Investment Management, LLC16$1.63K0.00%−1−5.9%Reduced
Marquette Asset Management, LLC16$1.63K0.00%+16New
Ogorek Anthony Joseph27$2.00K0.00%+2+8.0%Added
Kilter Group LLC20$2.04K0.00%+5+33.3%Added
Pineridge Advisors LLC22$2.24K0.00%00.0%Unchanged
Financial Consulate, Inc22$2.24K0.00%+22New
Horizon Financial Services, LLC23$2.35K0.00%+23New
Strengthening Families & Communities, LLC24$2.45K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC27$2.75K0.00%00.0%Unchanged
Hollencrest Capital Management29$2.96K0.00%00.0%Unchanged
Aspect Partners, LLC29$2.96K0.00%+18+163.6%Added
Holos Integrated Wealth LLC29$2.98K0.00%00.0%Unchanged
Tobam31$3.00K0.00%+12+63.2%Added
ZRC Wealth Management, LLC30$3.06K0.00%+30New
Raffa Wealth Management, LLC37$3.77K0.00%+6+19.4%Added
United Community Bank37$3.77K0.00%+37New
Copia Wealth Management42$4.28K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC46$4.69K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC49$5.00K0.01%00.0%Unchanged
T. Rowe Price Investment Management, Inc.43$5.00K0.00%+43New
Innovative Advisory Group, LLC50$5.10K0.00%00.0%Unchanged
High Note Wealth, LLC55$5.61K0.00%+8+17.0%Added
MJT & Associates Financial Advisory Group, Inc.55$5.61K0.00%+55New
GGM Financials LLC58$5.91K0.00%+58New
Farmers & Merchants Trust Co of Chambersburg PA58$6.00K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC60$6.16K0.00%+23+62.2%Added
Howard Hughes Medical Institute63$6.42K0.00%00.0%Unchanged
Activest Wealth Management63$6.42K0.00%+46+270.6%Added
South State Corp.64$6.52K0.00%−57−47.1%Reduced
Grove Bank & Trust64$6.52K0.00%00.0%Unchanged
Geneos Wealth Management Inc.66$6.73K0.00%−2,333−97.2%Reduced
UMA Financial Services, Inc.71$7.27K0.00%+6+9.2%Added
Transamerica Financial Advisors, Inc.72$7.38K0.00%+72New
Dogwood Wealth Management LLC72$7.39K0.00%−2−2.7%Reduced
Westside Investment Management, Inc.79$8.08K0.00%+79New
1620 Investment Advisors, Inc.80$8.15K0.01%−20−20.0%Reduced
J.Safra Asset Management Corp80$8.15K0.00%+80New
Salomon & Ludwin, LLC80$8.38K0.00%+80New
Asset Dedication, LLC85$8.66K0.00%00.0%Unchanged
Cornerstone Planning Group LLC86$8.71K0.00%+38+79.2%Added
Curio Wealth, LLC86$8.75K0.00%+86New
Anfield Capital Management, LLC88$8.97K0.00%00.0%Unchanged
Creative Financial Designs Inc90$9.18K0.00%00.0%Unchanged
Red Tortoise LLC94$9.58K0.00%00.0%Unchanged
Chung Wu Investment Group, LLC100$10.2K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC104$10.6K0.00%00.0%Unchanged
LRI Investments, LLC106$10.8K0.00%00.0%Unchanged
Strategic Advocates LLC107$10.9K0.00%+107New
Bruce G. Allen Investments, LLC108$11.0K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$11.5K0.00%00.0%Unchanged
Manchester Capital Management LLC119$12.1K0.00%+1+0.8%Added
Westfuller Advisors, LLC119$12.2K0.01%+119New
Bokf, NA121$12.3K0.00%−587−82.9%Reduced
WPG Advisers, LLC123$12.5K0.01%−63−33.9%Reduced
Mark Sheptoff Financial Planning, LLC123$12.5K0.01%00.0%Unchanged
Park Place Capital Corp124$12.6K0.00%−17−12.1%Reduced
Tidemark, LLC125$12.7K0.00%00.0%Unchanged
Meeder Asset Management Inc129$13.2K0.00%−119−48.0%Reduced
Rossby Financial, LCC135$13.8K0.00%+45+50.0%Added
Bell Investment Advisors, Inc137$14.0K0.00%00.0%Unchanged
Accordant Advisory Group Inc137$14.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.149$15.2K0.00%−31−17.2%Reduced
Atlantic Private Wealth, LLC150$15.3K0.01%+150New
RMG Wealth Management LLC150$15.5K0.00%00.0%Unchanged
Hemington Wealth Management163$16.0K0.00%00.0%Unchanged
Chesapeake Asset Management LLC170$17.3K0.02%00.0%Unchanged
Sunbelt Securities, Inc.172$17.5K0.00%−188−52.2%Reduced
Covestor Ltd179$18.0K0.01%−43−19.4%Reduced
MV Capital Management, Inc.183$18.7K0.00%+52+39.7%Added
Coston, McIsaac & Partners189$19.0K0.00%+1+0.5%Added
GW&K Investment Management, LLC189$19.0K0.00%+10+5.6%Added
Rise Advisors, LLC200$20.4K0.01%+6+3.1%Added
Farmers & Merchants Investments Inc201$20.5K0.00%00.0%Unchanged
Chilton Capital Management LLC205$20.9K0.00%00.0%Unchanged
Hantz Financial Services, Inc.215$22.0K0.00%+177+465.8%Added
Essential Partners LLC224$22.8K0.01%+211+1,623.1%Added
Groupe la Francaise277$23.7K0.00%+277New
Private Wealth Asset Management, LLC240$24.5K0.00%+25+11.6%Added