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 |
|---|---|---|---|---|---|
| First Financial Corp | 1,500 | $152.9K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,523 | $155.3K | 0.01% | −926−37.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,580 | $161.1K | 0.04% | +200+14.5% | Added |
| Penserra Capital Management LLC | 1,620 | $164.0K | 0.00% | +18+1.1% | Added |
| CoreCap Advisors, LLC | 1,609 | $164.1K | 0.01% | +21+1.3% | Added |
| Clearstead Advisors, LLC | 1,643 | $167.5K | 0.00% | +285+21.0% | Added |
| Central Trust Co | 1,652 | $168.4K | 0.00% | +5+0.3% | Added |
| Brown Brothers Harriman & Co | 1,680 | $171.3K | 0.00% | −3,815−69.4% | Reduced |
| Tower View Investment Management & Research LLC | 1,683 | $171.6K | 0.09% | +13+0.8% | Added |
| Ronald Blue Trust, Inc. | 1,699 | $173.2K | 0.00% | +645+61.2% | Added |
| NVWM, LLC | 1,699 | $173.2K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,800 | $183.5K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 1,856 | $189.2K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,891 | $192.8K | 0.03% | −10−0.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,923 | $196.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 1,897 | $198.8K | 0.00% | −923−32.7% | Reduced |
| RW Investment Management LLC | 2,000 | $203.9K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,000 | $203.9K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 2,007 | $204.6K | 0.02% | +7+0.4% | Added |
| Mosaic Family Wealth Partners, LLC | 2,040 | $204.7K | 0.02% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 2,013 | $205.2K | 0.14% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,017 | $205.6K | 0.00% | +61+3.1% | Added |
| Channel Wealth LLC | 2,022 | $206.1K | 0.06% | −599−22.9% | Reduced |
| SJS Investment Consulting Inc. | 2,038 | $207.8K | 0.03% | +38+1.9% | Added |
| Texas Bank & Trust Co | 2,054 | $209.4K | 0.08% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2,065 | $210.5K | 0.00% | +2,065 | New |
| Smartleaf Asset Management LLC | 2,105 | $211.2K | 0.01% | +626+42.3% | Added |
| Continuum Advisory, LLC | 2,077 | $211.7K | 0.02% | +104+5.3% | Added |
| Great Valley Advisor Group, Inc. | 2,090 | $213.2K | 0.00% | −2,194−51.2% | Reduced |
| Ignite Planners, LLC | 2,097 | $213.8K | 0.04% | −10.0% | Reduced |
| Warm Springs Advisors Inc. | 2,117 | $215.8K | 0.16% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,125 | $216.6K | 0.00% | −33−1.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,127 | $216.8K | 0.09% | +2,127 | New |
| Stiles Financial Services Inc | 2,127 | $216.9K | 0.07% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,134 | $217.5K | 0.01% | +2,134 | New |
| GTS Securities LLC | 2,149 | $219.1K | 0.01% | −1,766−45.1% | Reduced |
| Saxony Capital Management, LLC | 2,151 | $219.3K | 0.14% | +15+0.7% | Added |
| Morse Asset Management, Inc | 2,155 | $219.7K | 0.04% | +1,105+105.2% | Added |
| Nations Financial Group Inc, | 2,161 | $220.4K | 0.01% | +4+0.2% | Added |
| Valeo Financial Advisors, LLC | 2,173 | $221.5K | 0.01% | +85+4.1% | Added |
| Avidian Wealth Solutions, LLC | 2,179 | $222.1K | 0.01% | +71+3.4% | Added |
| Community Bank & Trust, Waco, Texas | 2,200 | $224.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,200 | $224.3K | 0.01% | −1,327−37.6% | Reduced |
| Heritage Wealth Advisors | 2,222 | $226.5K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,239 | $228.2K | 0.05% | +8+0.4% | Added |
| Waterloo Capital, L.P. | 2,272 | $231.6K | 0.02% | +2,272 | New |
| Smith, Moore & Co. | 2,277 | $232.1K | 0.02% | +6+0.3% | Added |
| Fayez Sarofim & Co | 2,280 | $232.4K | 0.00% | −1,355−37.3% | Reduced |
| Krilogy Financial LLC | 2,314 | $232.5K | 0.01% | +2,314 | New |
| Commerzbank Aktiengesellschaft | 2,280 | $233.0K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,287 | $233.1K | 0.03% | −3−0.1% | Reduced |
| Walleye Trading LLC | 2,305 | $235.0K | 0.00% | −12,980−84.9% | Reduced |
| HBK Sorce Advisory LLC | 2,233 | $236.1K | 0.01% | −186−7.7% | Reduced |
| Intrua Financial, LLC | 2,319 | $236.4K | 0.03% | +10+0.4% | Added |
| Private Trust Co NA | 2,320 | $236.5K | 0.02% | −85−3.5% | Reduced |
| Wealth Alliance | 2,324 | $236.9K | 0.02% | −4−0.2% | Reduced |
| Waldron Private Wealth LLC | 2,338 | $240.2K | 0.01% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,360 | $240.6K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,364 | $241.0K | 0.03% | +12+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 2,377 | $242.3K | 0.00% | −400−14.4% | Reduced |
| Fielder Capital Group LLC | 2,381 | $242.7K | 0.06% | −9−0.4% | Reduced |
| Fiduciary Planning LLC | 2,382 | $242.9K | 0.07% | +2,382 | New |
| Spirepoint Private Client, LLC | 2,387 | $243.3K | 0.03% | +2,387 | New |
| Versant Capital Management, Inc | 2,428 | $247.5K | 0.03% | +2,049+540.6% | Added |
| Personal Cfo Solutions, LLC | 2,450 | $249.7K | 0.04% | +124+5.3% | Added |
| Umb Bank N A | 2,466 | $251.4K | 0.00% | +150+6.5% | Added |
| Mather Group, LLC. | 2,482 | $253.0K | 0.00% | −44−1.7% | Reduced |
| Patton Fund Management, Inc. | 2,510 | $255.9K | 0.05% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 2,511 | $256.0K | 0.07% | +2,511 | New |
| LaSalle St. Investment Advisors, LLC | 2,516 | $256.0K | 0.05% | −413−14.1% | Reduced |
| Duncan Williams Asset Management, LLC | 2,522 | $257.1K | 0.07% | +18+0.7% | Added |
| Segment Wealth Management, LLC | 2,534 | $258.3K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 2,535 | $258.4K | 0.20% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,553 | $260.3K | 0.03% | −797−23.8% | Reduced |
| Samalin Investment Counsel, LLC | 2,563 | $261.3K | 0.09% | +15+0.6% | Added |
| Raleigh Capital Management Inc. | 2,572 | $262.2K | 0.10% | −109−4.1% | Reduced |
| Leonteq Securities AG | 2,602 | $265.2K | 0.01% | −798−23.5% | Reduced |
| Camden Capital, LLC | 2,619 | $267.0K | 0.02% | +2,619 | New |
| Diversify Wealth Management, LLC | 2,595 | $269.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 2,588 | $269.0K | 0.01% | +10+0.4% | Added |
| Sagespring Wealth Partners, LLC | 2,643 | $269.5K | 0.01% | −42−1.6% | Reduced |
| Walker Asset Management, LLC | 2,645 | $269.6K | 0.15% | +20+0.8% | Added |
| Aberdeen Wealth Management LLC | 2,645 | $269.6K | 0.17% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,645 | $269.7K | 0.01% | −5,192−66.2% | Reduced |
| Change Path, LLC | 2,655 | $270.7K | 0.01% | −178−6.3% | Reduced |
| Cardiff Park Advisors, LLC | 2,684 | $273.6K | 0.02% | +2,684 | New |
| Richard W. Paul & Associates, LLC | 2,692 | $274.4K | 0.09% | −8−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,692 | $274.4K | 0.01% | −93−3.3% | Reduced |
| Allen Investment Management LLC | 2,696 | $274.8K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,698 | $275.0K | 0.01% | −69−2.5% | Reduced |
| Investment House LLC | 2,700 | $275.2K | 0.01% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,702 | $275.4K | 0.04% | +2+0.1% | Added |
| Boston Private Wealth LLC | 2,729 | $278.2K | 0.01% | −5,493−66.8% | Reduced |
| Howland Capital Management LLC | 2,727 | $279.4K | 0.01% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 2,755 | $280.8K | 0.19% | −770−21.8% | Reduced |
| Savvy Advisors, Inc. | 2,761 | $281.5K | 0.01% | +60+2.2% | Added |
| Diversified Trust Co | 2,764 | $281.8K | 0.01% | −688−19.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 2,771 | $282.5K | 0.03% | +2,771 | New |
| Destination Wealth Management | 2,784 | $283.8K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,798 | $285.2K | 0.00% | +792+39.5% | Added |