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 |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 2,803 | $285.7K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,822 | $287.7K | 0.02% | −8−0.3% | Reduced |
| Charter Oak Capital Management, LLC | 2,856 | $291.1K | 0.02% | −75−2.6% | Reduced |
| Premier Path Wealth Partners, LLC | 2,858 | $291.3K | 0.04% | −29−1.0% | Reduced |
| BTC Capital Management, Inc. | 2,861 | $291.6K | 0.02% | +2,861 | New |
| Cigna Investments Inc | 2,889 | $295.0K | 0.04% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,895 | $295.1K | 0.02% | +30+1.0% | Added |
| Seelaus Asset Management LLC | 2,900 | $295.6K | 0.23% | +125+4.5% | Added |
| Assetmark, Inc | 2,900 | $295.7K | 0.00% | +214+8.0% | Added |
| Flow Traders U.S. LLC | 2,931 | $299.0K | 0.01% | +2,931 | New |
| National Asset Management, Inc. | 2,948 | $300.6K | 0.01% | −1,112−27.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,956 | $301.3K | 0.01% | −1,688−36.3% | Reduced |
| Keybank National Association | 2,966 | $302.4K | 0.00% | +351+13.4% | Added |
| James Hambro & Partners | 2,972 | $302.9K | 0.01% | −3,530−54.3% | Reduced |
| IMA Wealth, Inc. | 2,955 | $303.6K | 0.03% | −2−0.1% | Reduced |
| TRUE Private Wealth Advisors | 2,987 | $304.5K | 0.03% | +11+0.4% | Added |
| SeaCrest Wealth Management, LLC | 2,900 | $305.6K | 0.03% | −212−6.8% | Reduced |
| Asset Planning,Inc | 3,000 | $305.8K | 0.22% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,000 | $306.0K | 0.19% | −1,000−25.0% | Reduced |
| Clean Yield Group | 3,022 | $308.1K | 0.09% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,034 | $309.3K | 0.01% | +3,034 | New |
| Fifth Third Wealth Advisors LLC | 3,036 | $309.5K | 0.01% | +204+7.2% | Added |
| Advisors Management Group Inc | 3,037 | $310.0K | 0.05% | −222−6.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,929 | $310.2K | 0.01% | +103+3.6% | Added |
| Sowell Financial Services LLC | 3,050 | $310.9K | 0.01% | −168−5.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,048 | $311.1K | 0.03% | +62+2.1% | Added |
| Tiaa Trust, National Association | 3,090 | $315.0K | 0.00% | −55−1.7% | Reduced |
| Southland Equity Partners LLC | 3,096 | $315.6K | 0.06% | −235−7.1% | Reduced |
| Ieq Capital, LLC | 3,101 | $316.1K | 0.00% | −3,191−50.7% | Reduced |
| Dynamic Advisor Solutions LLC | 3,101 | $316.1K | 0.01% | −215−6.5% | Reduced |
| American Investment Services, Inc. | 3,103 | $316.3K | 0.08% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,100 | $317.1K | 0.04% | −103−3.2% | Reduced |
| Fortis Capital Management LLC | 3,118 | $317.8K | 0.04% | +25+0.8% | Added |
| Fortitude Family Office, LLC | 3,118 | $317.8K | 0.09% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,127 | $318.8K | 0.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,138 | $319.9K | 0.01% | −2−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,142 | $320.3K | 0.03% | +6+0.2% | Added |
| E&G Advisors, LP | 3,200 | $326.2K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 3,205 | $326.7K | 0.04% | +50+1.6% | Added |
| Sovereign Financial Group, Inc. | 3,218 | $328.0K | 0.06% | −4−0.1% | Reduced |
| Mission Wealth Management, LP | 3,255 | $331.8K | 0.01% | +15+0.5% | Added |
| Arkadios Wealth Advisors | 3,277 | $334.1K | 0.01% | +1,239+60.8% | Added |
| Jacobi Capital Management LLC | 3,279 | $334.3K | 0.02% | +19+0.6% | Added |
| Wedmont Private Capital | 3,157 | $334.3K | 0.01% | +285+9.9% | Added |
| Foster & Motley Inc | 3,283 | $335.0K | 0.02% | −35−1.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,315 | $337.9K | 0.03% | −138−4.0% | Reduced |
| Richmond Investment Services, LLC | 3,320 | $338.4K | 0.06% | +21+0.6% | Added |
| Evergreen Capital Management LLC | 3,331 | $339.6K | 0.01% | +39+1.2% | Added |
| Retirement Income Solutions, Inc | 3,350 | $341.5K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,353 | $341.8K | 0.01% | −47−1.4% | Reduced |
| Parallel Advisors, LLC | 3,391 | $345.7K | 0.01% | −6−0.2% | Reduced |
| Crestwood Advisors Group LLC | 3,404 | $347.0K | 0.01% | +357+11.7% | Added |
| Ausdal Financial Partners, Inc. | 3,412 | $347.8K | 0.02% | +1,060+45.1% | Added |
| Sigma Planning Corp | 3,412 | $348.0K | 0.01% | −417−10.9% | Reduced |
| Lokken Investment Group LLC | 3,479 | $354.6K | 0.12% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,500 | $356.8K | 0.13% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $357.0K | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 3,523 | $359.1K | 0.00% | −881−20.0% | Reduced |
| Panagora Asset Management Inc | 3,524 | $359.2K | 0.00% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,565 | $363.4K | 0.07% | +28+0.8% | Added |
| Natural Investments, LLC | 3,581 | $365.0K | 0.09% | +107+3.1% | Added |
| Sachetta, LLC | 3,598 | $366.8K | 0.14% | −450−11.1% | Reduced |
| Blue Rock Wealth Management LLC | 3,600 | $367.0K | 0.23% | 00.0% | Unchanged |
| Severin Investments, LLC | 3,635 | $370.6K | 0.33% | −11−0.3% | Reduced |
| Prosperity Consulting Group, LLC | 3,640 | $371.1K | 0.02% | −5−0.1% | Reduced |
| Strategic Blueprint, LLC | 3,645 | $371.6K | 0.02% | +22+0.6% | Added |
| Kavar Capital Partners Group, LLC | 3,650 | $372.1K | 0.05% | −500−12.0% | Reduced |
| Cetera Trust Company, N.A | 3,660 | $373.1K | 0.21% | 00.0% | Unchanged |
| Capital Square, LLC | 3,664 | $373.5K | 0.19% | +237+6.9% | Added |
| Keystone Financial Group | 3,679 | $375.0K | 0.03% | +1,000+37.3% | Added |
| CAPROCK Group, Inc. | 4,081 | $376.8K | 0.01% | +4,081 | New |
| Strategic Investment Advisors | 3,706 | $377.8K | 0.03% | −302−7.5% | Reduced |
| Exchange Traded Concepts, LLC | 3,715 | $378.7K | 0.00% | +1,680+82.6% | Added |
| RMR Wealth Builders | 3,730 | $380.3K | 0.03% | +80+2.2% | Added |
| Crown Wealth Group, LLC | 3,789 | $386.3K | 0.12% | +11+0.3% | Added |
| Aptus Capital Advisors, LLC | 3,800 | $387.4K | 0.00% | −3,649−49.0% | Reduced |
| Ledgewood Wealth Advisors, LLC | 3,806 | $388.0K | 0.23% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,820 | $389.4K | 0.14% | −500−11.6% | Reduced |
| Cresset Asset Management, LLC | 3,804 | $390.8K | 0.00% | 00.0% | Unchanged |
| Park National Corp | 3,838 | $391.2K | 0.01% | 00.0% | Unchanged |
| Syon Capital LLC | 3,904 | $397.9K | 0.02% | +1,168+42.7% | Added |
| Bogart Wealth, LLC | 3,912 | $398.8K | 0.02% | +5+0.1% | Added |
| Citizens Business Bank | 3,939 | $401.5K | 0.07% | +139+3.7% | Added |
| Secure Asset Management, LLC | 3,938 | $402.7K | 0.07% | −703−15.1% | Reduced |
| Pathway Financial Advisers, LLC | 3,954 | $402.8K | 0.12% | −6,199−61.1% | Reduced |
| Cornerstone Wealth Group, LLC | 4,033 | $411.1K | 0.03% | −19−0.5% | Reduced |
| Axis Wealth Partners, LLC | 4,038 | $411.6K | 0.24% | +13+0.3% | Added |
| Armor Investment Advisors, LLC | 4,061 | $414.0K | 0.13% | −300−6.9% | Reduced |
| SFG Wealth Management, LLC. | 4,063 | $414.2K | 0.18% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,068 | $414.7K | 0.01% | +1,551+61.6% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $416.4K | 0.23% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,096 | $417.5K | 0.10% | +4,096 | New |
| Meeder Advisory Services, Inc. | 4,113 | $419.3K | 0.02% | +403+10.9% | Added |
| Cornerstone Wealth Management, LLC | 4,120 | $420.0K | 0.02% | +10.0% | Added |
| International Assets Investment Management, LLC | 4,216 | $421.3K | 0.03% | +50+1.2% | Added |
| Beverly Hills Private Wealth, LLC | 4,148 | $422.9K | 0.07% | −117−2.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,177 | $425.8K | 0.00% | −82−1.9% | Reduced |
| Stephens Inc | 4,193 | $427.5K | 0.01% | +20.0% | Added |
| Pinnacle Associates Ltd | 4,219 | $430.1K | 0.01% | +51+1.2% | Added |
| Point72 (DIFC) Ltd | 4,238 | $432.0K | 0.03% | −4,131−49.4% | Reduced |