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, 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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,388 | $753.2K | 0.09% | −197−2.6% | Reduced |
| Integrated Advisors Network LLC | 7,394 | $753.8K | 0.03% | −620−7.7% | Reduced |
| Princeton Capital Management LLC | 7,401 | $754.5K | 0.20% | −541−6.8% | Reduced |
| Massmutual Trust Co FSB | 7,423 | $756.7K | 0.02% | −11−0.1% | Reduced |
| Ascent Group, LLC | 7,435 | $757.9K | 0.03% | +640+9.4% | Added |
| Coldstream Capital Management Inc | 7,506 | $765.2K | 0.01% | +121+1.6% | Added |
| Mathes Company, Inc. | 7,550 | $770.0K | 0.28% | −500−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 7,672 | $782.1K | 0.01% | −685−8.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,690 | $783.9K | 0.06% | +2,650+52.6% | Added |
| Tower Research Capital LLC (TRC) | 7,692 | $784.1K | 0.02% | −12,190−61.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,721 | $787.1K | 0.05% | −196−2.5% | Reduced |
| Independence Bank of Kentucky | 7,724 | $787.4K | 0.10% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 7,740 | $789.0K | 0.08% | +692+9.8% | Added |
| Aigen Investment Management, LP | 7,760 | $791.1K | 0.12% | +7,760 | New |
| Miracle Mile Advisors, LLC | 7,771 | $792.2K | 0.01% | +29+0.4% | Added |
| Archer Investment Corp | 7,800 | $795.1K | 0.18% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 7,832 | $798.4K | 0.22% | −411−5.0% | Reduced |
| Essex Financial Services, Inc. | 7,847 | $799.9K | 0.05% | −15−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 7,945 | $809.9K | 0.04% | −344−4.2% | Reduced |
| Bailard, Inc. | 7,949 | $810.3K | 0.02% | +7+0.1% | Added |
| MUFG Securities Americas Inc. | 7,964 | $811.9K | 0.05% | +1,425+21.8% | Added |
| RNC Capital Management LLC | 8,000 | $815.5K | 0.04% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 8,065 | $822.1K | 0.54% | −1,180−12.8% | Reduced |
| Rik Saylor Financial, Inc. | 8,216 | $837.5K | 0.61% | −19−0.2% | Reduced |
| Cardinal Point Capital Management, ULC | 8,200 | $837.8K | 0.06% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 8,241 | $840.1K | 0.06% | −8,976−52.1% | Reduced |
| Wedbush Securities Inc | 8,257 | $842.0K | 0.03% | +74+0.9% | Added |
| Empowered Funds, LLC | 8,346 | $850.8K | 0.01% | +1,457+21.1% | Added |
| Future Financial Wealth Managment LLC | 8,399 | $856.1K | 0.54% | −21−0.2% | Reduced |
| Brinker Capital Investments, LLC | 8,439 | $860.3K | 0.01% | +473+5.9% | Added |
| SRS Capital Advisors, Inc. | 8,483 | $864.8K | 0.01% | +7,067+499.1% | Added |
| Shell Asset Management Co | 8,544 | $871.0K | 0.09% | −28,870−77.2% | Reduced |
| Colonial River Wealth Management, LLC | 8,549 | $871.5K | 0.32% | −148−1.7% | Reduced |
| Montag A & Associates Inc | 8,588 | $879.6K | 0.04% | −1,290−13.1% | Reduced |
| Herold Advisors, Inc. | 8,650 | $881.8K | 0.20% | −108−1.2% | Reduced |
| MAI Capital Management | 8,665 | $883.3K | 0.01% | −190−2.1% | Reduced |
| Fiduciary Family Office, LLC | 8,686 | $885.5K | 0.25% | +746+9.4% | Added |
| Aspire Private Capital, LLC | 8,855 | $902.7K | 0.20% | +507+6.1% | Added |
| Founders Financial Alliance, LLC | 8,956 | $912.9K | 0.17% | +26+0.3% | Added |
| Greenleaf Trust | 8,977 | $915.1K | 0.01% | +835+10.3% | Added |
| Oppenheimer & Co Inc | 8,991 | $916.5K | 0.01% | −169−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 9,013 | $918.8K | 0.01% | +1,200+15.4% | Added |
| Jump Financial, LLC | 9,017 | $919.2K | 0.01% | +4,514+100.2% | Added |
| Bessemer Group Inc | 9,050 | $924.0K | 0.00% | +507+5.9% | Added |
| Perpetual Ltd | 9,130 | $930.7K | 0.01% | −690−7.0% | Reduced |
| Jain Global LLC | 9,190 | $936.8K | 0.01% | −13,586−59.7% | Reduced |
| Harbour Investments, Inc. | 9,200 | $937.8K | 0.02% | +22+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,245 | $941.6K | 0.01% | +2,527+37.6% | Added |
| Denali Advisors LLC | 9,252 | $943.1K | 0.11% | −5,164−35.8% | Reduced |
| Ullmann Financial Group, Inc. | 9,299 | $947.9K | 0.10% | +59+0.6% | Added |
| Independent Financial Group, LLC | 9,316 | $949.7K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 9,371 | $954.5K | 0.01% | −484−4.9% | Reduced |
| Savant Capital, LLC | 9,397 | $958.0K | 0.01% | +452+5.1% | Added |
| Verus Capital Partners, LLC | 9,410 | $959.3K | 0.07% | −298−3.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,414 | $959.7K | 0.01% | +10.0% | Added |
| Atwood & Palmer Inc | 9,454 | $963.8K | 0.06% | +9+0.1% | Added |
| Atlantic Union Bankshares Corp | 9,462 | $964.6K | 0.02% | +541+6.1% | Added |
| Group One Trading, L.P. | 9,483 | $966.7K | 0.03% | +2,940+44.9% | Added |
| Strait & Sound Wealth Management LLC | 9,516 | $970.0K | 0.37% | −81−0.8% | Reduced |
| Vident Advisory, LLC | 9,557 | $974.3K | 0.01% | −260−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 9,684 | $987.2K | 0.08% | +596+6.6% | Added |
| Beacon Investment Advisors LLC | 9,799 | $998.9K | 0.41% | +49+0.5% | Added |
| Smith Group Asset Management, LLC | 10,000 | $1.02M | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,114 | $1.03M | 0.01% | −554−5.2% | Reduced |
| Glenmede Investment Management, LP | 10,216 | $1.04M | 0.01% | +563+5.8% | Added |
| Plimoth Trust Co LLC | 10,328 | $1.05M | 0.24% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 10,330 | $1.05M | 0.04% | −35−0.3% | Reduced |
| Prana Capital Management, LP | 10,360 | $1.06M | 0.04% | −5,516−34.7% | Reduced |
| Omers Administration Corp | 10,475 | $1.07M | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,510 | $1.07M | 0.02% | −3,285−23.8% | Reduced |
| Guardian Asset Advisors, LLC | 10,518 | $1.07M | 0.58% | −748−6.6% | Reduced |
| Axxcess Wealth Management, LLC | 10,542 | $1.07M | 0.02% | −548−4.9% | Reduced |
| Wetherby Asset Management Inc | 10,565 | $1.08M | 0.04% | +294+2.9% | Added |
| Wellington Shields & Co., LLC | 10,643 | $1.08M | 0.28% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,694 | $1.09M | 0.03% | −383−3.5% | Reduced |
| Ingalls & Snyder LLC | 10,755 | $1.10M | 0.04% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11,010 | $1.10M | 0.12% | −2,051−15.7% | Reduced |
| Allstate Corp | 10,935 | $1.11M | 0.03% | +10,935 | New |
| Catalytic Wealth RIA, LLC | 10,938 | $1.12M | 0.04% | +2,340+27.2% | Added |
| Glenview Trust Co | 11,000 | $1.12M | 0.02% | −50.0% | Reduced |
| Guggenheim Capital LLC | 11,069 | $1.13M | 0.01% | −1,536−12.2% | Reduced |
| LDR Capital Management LLC | 11,073 | $1.13M | 1.66% | +11,073 | New |
| Pensionmark Financial Group, LLC | 11,194 | $1.14M | 0.02% | +2,783+33.1% | Added |
| CX Institutional | 11,246 | $1.15M | 0.03% | +9,501+544.5% | Added |
| Retirement Planning Co of New England, Inc. | 11,366 | $1.16M | 0.47% | −89−0.8% | Reduced |
| Burling Wealth Partners, LLC | 11,392 | $1.16M | 0.19% | −1,338−10.5% | Reduced |
| Chesley Taft & Associates LLC | 11,476 | $1.17M | 0.05% | −16−0.1% | Reduced |
| Truvestments Capital LLC | 11,498 | $1.17M | 0.21% | −2,662−18.8% | Reduced |
| Abbot Financial Management, Inc. | 11,552 | $1.18M | 0.50% | +634+5.8% | Added |
| Delta Capital Management LLC | 11,610 | $1.18M | 0.61% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 11,692 | $1.19M | 0.00% | −77−0.7% | Reduced |
| Summit Financial, LLC | 11,711 | $1.19M | 0.02% | −171−1.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 11,712 | $1.19M | 0.14% | −1,374−10.5% | Reduced |
| NewEdge Wealth, LLC | 11,884 | $1.19M | 0.02% | +462+4.0% | Added |
| Assenagon Asset Management S.A. | 11,724 | $1.20M | 0.00% | +186+1.6% | Added |
| CWM, LLC | 11,739 | $1.20M | 0.00% | +3,324+39.5% | Added |
| Kessler Investment Group, LLC | 11,762 | $1.20M | 0.51% | +34+0.3% | Added |
| TCG Advisory Services, LLC | 11,765 | $1.20M | 0.04% | +195+1.7% | Added |
| Cary Street Partners Financial LLC | 11,777 | $1.20M | 0.03% | −408−3.3% | Reduced |
| NewSquare Capital LLC | 11,823 | $1.21M | 0.08% | +11,585+4,867.6% | Added |