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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 241 | $24.5K | 0.00% | −38−13.6% | Reduced |
| IMG Wealth Management, Inc. | 244 | $24.9K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $25.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 262 | $26.7K | 0.00% | +262 | New |
| Thompson Investment Management, Inc. | 264 | $26.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 262 | $27.0K | 0.00% | −3−1.1% | Reduced |
| North Star Investment Management Corp. | 270 | $27.5K | 0.00% | −300−52.6% | Reduced |
| West Branch Capital LLC | 275 | $28.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 278 | $28.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 295 | $30.1K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 295 | $30.1K | 0.00% | +45+18.0% | Added |
| Cranbrook Wealth Management, LLC | 300 | $30.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $30.6K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 315 | $32.4K | 0.00% | +315 | New |
| Godsey & Gibb Associates | 325 | $33.1K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 331 | $33.7K | 0.01% | +4+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 350 | $35.7K | 0.00% | −759−68.4% | Reduced |
| Piscataqua Savings Bank | 353 | $36.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 383 | $39.3K | 0.00% | +53+16.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $39.8K | 0.00% | +390 | New |
| AllSquare Wealth Management LLC | 395 | $40.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $40.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $40.8K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 413 | $42.1K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $42.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 420 | $42.8K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 425 | $43.3K | 0.00% | −22−4.9% | Reduced |
| Wealth Watch Advisors, INC | 430 | $43.8K | 0.02% | +430 | New |
| AdvisorNet Financial, Inc | 452 | $46.1K | 0.00% | +46+11.3% | Added |
| Franchise Capital Ltd | 455 | $46.4K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 465 | $47.0K | 0.01% | +54+13.1% | Added |
| Hanson & Doremus Investment Management | 475 | $48.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 500 | $51.0K | 0.00% | −2−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $51.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $51.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 504 | $51.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 508 | $51.8K | 0.02% | +309+155.3% | Added |
| Washington Trust Advisors, Inc. | 530 | $54.0K | 0.00% | +530 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 538 | $54.8K | 0.01% | −8−1.5% | Reduced |
| JPL Wealth Management, LLC | 554 | $56.5K | 0.01% | +554 | New |
| CVA Family Office, LLC | 563 | $57.4K | 0.01% | −41−6.8% | Reduced |
| Promus Capital, LLC | 572 | $58.3K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 573 | $58.4K | 0.00% | −2,050−78.2% | Reduced |
| Dunhill Financial, LLC | 583 | $59.4K | 0.02% | +95+19.5% | Added |
| Sawyer & Company, Inc | 595 | $61.0K | 0.02% | +355+147.9% | Added |
| Caitlin John, LLC | 599 | $61.1K | 0.04% | +599 | New |
| Whittier Trust Co of Nevada Inc | 583 | $61.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 607 | $61.9K | 0.03% | +5+0.8% | Added |
| GHP Investment Advisors, Inc. | 618 | $63.0K | 0.00% | +3+0.5% | Added |
| Proffitt & Goodson Inc | 622 | $63.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 655 | $66.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 660 | $67.2K | 0.02% | +14+2.2% | Added |
| First Horizon Corp | 663 | $67.6K | 0.00% | +663 | New |
| City Holding Co | 667 | $68.0K | 0.01% | +667 | New |
| Rothschild Investment LLC | 676 | $68.9K | 0.00% | +18+2.7% | Added |
| Bay Harbor Wealth Management, LLC | 720 | $74.0K | 0.02% | +17+2.4% | Added |
| Avion Wealth | 733 | $74.0K | 0.02% | −9−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 727 | $74.1K | 0.00% | −220−23.2% | Reduced |
| Eastern Bank | 735 | $74.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 748 | $76.3K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $76.5K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 748 | $79.0K | 0.05% | −91−10.8% | Reduced |
| Global X Japan Co., Ltd. | 776 | $79.1K | 0.01% | −131−14.4% | Reduced |
| Bank of New Hampshire | 795 | $81.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 796 | $81.1K | 0.05% | +29+3.8% | Added |
| Ci Investments Inc. | 808 | $82.0K | 0.00% | −17−2.1% | Reduced |
| Wealthspire Advisors, LLC | 824 | $84.0K | 0.00% | +824 | New |
| Parvin Asset Management, LLC | 832 | $84.8K | 0.08% | +12+1.5% | Added |
| Quarry LP | 852 | $86.9K | 0.02% | +294+52.7% | Added |
| Cromwell Holdings LLC | 861 | $88.4K | 0.05% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,000 | $88.7K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 900 | $91.7K | 0.05% | +900 | New |
| Evolution Wealth Management Inc. | 960 | $97.8K | 0.10% | +8+0.8% | Added |
| Zions Bancorporation, National Association | 971 | $99.0K | 0.00% | +403+71.0% | Added |
| Addison Advisors LLC | 986 | $100.5K | 0.02% | −187−15.9% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $104.6K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 1,058 | $107.8K | 0.02% | −134−11.2% | Reduced |
| Richardson Financial Services Inc. | 1,060 | $108.1K | 0.07% | +35+3.4% | Added |
| First Command Advisory Services, Inc. | 1,100 | $112.1K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,101 | $112.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,122 | $114.4K | 0.02% | −3−0.3% | Reduced |
| Evermay Wealth Management LLC | 1,141 | $116.3K | 0.01% | +1,141 | New |
| Sound Income Strategies, LLC | 1,110 | $116.5K | 0.01% | +193+21.0% | Added |
| Ostrum Asset Management | 1,200 | $122.3K | 0.01% | −3,898−76.5% | Reduced |
| Avalon Trust Co | 1,204 | $122.7K | 0.01% | +1,204 | New |
| Root Financial Partners, LLC | 1,219 | $124.3K | 0.01% | +1,219 | New |
| Toth Financial Advisory Corp | 1,229 | $125.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,235 | $125.9K | 0.02% | +1,235 | New |
| Bayforest Capital Ltd | 1,236 | $126.0K | 0.06% | +1,236 | New |
| Security National Bank | 1,254 | $127.8K | 0.02% | −409−24.6% | Reduced |
| Parkside Financial Bank & Trust | 1,275 | $130.0K | 0.01% | −7−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,286 | $131.1K | 0.06% | −215−14.3% | Reduced |
| Quest Partners LLC | 1,287 | $131.2K | 0.01% | +304+30.9% | Added |
| Silvant Capital Management LLC | 1,292 | $131.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,303 | $132.8K | 0.01% | −19−1.4% | Reduced |
| Catalyst Capital Advisors LLC | 1,303 | $132.8K | 0.00% | +396+43.7% | Added |
| HHM Wealth Advisors, LLC | 1,344 | $137.0K | 0.02% | −100−6.9% | Reduced |
| Vision Financial Markets LLC | 1,350 | $137.6K | 0.12% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $149.9K | 0.01% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,472 | $150.1K | 0.06% | 00.0% | Unchanged |