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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 13,038 | $1.33M | 0.02% | −75,009−85.2% | Reduced |
| Focus Financial Network, Inc. | 12,998 | $1.32M | 0.05% | +313+2.5% | Added |
| Schroder Investment Management Group | 13,079 | $1.31M | 0.00% | −738−5.3% | Reduced |
| Roman Butler Fullerton & Co | 12,850 | $1.30M | 0.35% | +29+0.2% | Added |
| Wealthcare Advisory Partners LLC | 12,725 | $1.30M | 0.03% | −284−2.2% | Reduced |
| Inceptionr LLC | 12,725 | $1.30M | 0.31% | −3,060−19.4% | Reduced |
| E. Ohman J:or Asset Management AB | 12,703 | $1.29M | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 12,526 | $1.28M | 0.02% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 12,301 | $1.25M | 0.16% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 12,276 | $1.25M | 0.05% | −15,294−55.5% | Reduced |
| Man Group plc | 12,151 | $1.24M | 0.00% | −42,972−78.0% | Reduced |
| Advisory Services Network, LLC | 12,149 | $1.24M | 0.02% | +485+4.2% | Added |
| Widmann Financial Services, Inc. | 12,110 | $1.23M | 0.78% | −84−0.7% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.22M | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 11,980 | $1.22M | 0.19% | +5,513+85.2% | Added |
| Kinneret Advisory, LLC | 11,843 | $1.22M | 0.10% | −53−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,856 | $1.21M | 0.04% | +1,228+11.6% | Added |
| NewSquare Capital LLC | 11,823 | $1.21M | 0.08% | +11,585+4,867.6% | Added |
| Cary Street Partners Financial LLC | 11,777 | $1.20M | 0.03% | −408−3.3% | Reduced |
| TCG Advisory Services, LLC | 11,765 | $1.20M | 0.04% | +195+1.7% | Added |
| Kessler Investment Group, LLC | 11,762 | $1.20M | 0.51% | +34+0.3% | Added |
| CWM, LLC | 11,739 | $1.20M | 0.00% | +3,324+39.5% | Added |
| Assenagon Asset Management S.A. | 11,724 | $1.20M | 0.00% | +186+1.6% | Added |
| NewEdge Wealth, LLC | 11,884 | $1.19M | 0.02% | +462+4.0% | Added |
| Redhawk Wealth Advisors, Inc. | 11,712 | $1.19M | 0.14% | −1,374−10.5% | Reduced |
| Summit Financial, LLC | 11,711 | $1.19M | 0.02% | −171−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,692 | $1.19M | 0.00% | −77−0.7% | Reduced |
| Delta Capital Management LLC | 11,610 | $1.18M | 0.61% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 11,552 | $1.18M | 0.50% | +634+5.8% | Added |
| Truvestments Capital LLC | 11,498 | $1.17M | 0.21% | −2,662−18.8% | Reduced |
| Chesley Taft & Associates LLC | 11,476 | $1.17M | 0.05% | −16−0.1% | Reduced |
| Burling Wealth Partners, LLC | 11,392 | $1.16M | 0.19% | −1,338−10.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,366 | $1.16M | 0.47% | −89−0.8% | Reduced |
| CX Institutional | 11,246 | $1.15M | 0.03% | +9,501+544.5% | Added |
| Pensionmark Financial Group, LLC | 11,194 | $1.14M | 0.02% | +2,783+33.1% | Added |
| LDR Capital Management LLC | 11,073 | $1.13M | 1.66% | +11,073 | New |
| Guggenheim Capital LLC | 11,069 | $1.13M | 0.01% | −1,536−12.2% | Reduced |
| Glenview Trust Co | 11,000 | $1.12M | 0.02% | −50.0% | Reduced |
| Catalytic Wealth RIA, LLC | 10,938 | $1.12M | 0.04% | +2,340+27.2% | Added |
| Allstate Corp | 10,935 | $1.11M | 0.03% | +10,935 | New |
| Coppell Advisory Solutions LLC | 11,010 | $1.10M | 0.12% | −2,051−15.7% | Reduced |
| Ingalls & Snyder LLC | 10,755 | $1.10M | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,694 | $1.09M | 0.03% | −383−3.5% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $1.08M | 0.28% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,565 | $1.08M | 0.04% | +294+2.9% | Added |
| Axxcess Wealth Management, LLC | 10,542 | $1.07M | 0.02% | −548−4.9% | Reduced |
| Guardian Asset Advisors, LLC | 10,518 | $1.07M | 0.58% | −748−6.6% | Reduced |
| Apollon Wealth Management, LLC | 10,510 | $1.07M | 0.02% | −3,285−23.8% | Reduced |
| Omers Administration Corp | 10,475 | $1.07M | 0.01% | 00.0% | Unchanged |
| Prana Capital Management, LP | 10,360 | $1.06M | 0.04% | −5,516−34.7% | Reduced |
| Level Four Advisory Services, LLC | 10,330 | $1.05M | 0.04% | −35−0.3% | Reduced |
| Plimoth Trust Co LLC | 10,328 | $1.05M | 0.24% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 10,216 | $1.04M | 0.01% | +563+5.8% | Added |
| Sequoia Financial Advisors, LLC | 10,114 | $1.03M | 0.01% | −554−5.2% | Reduced |
| Smith Group Asset Management, LLC | 10,000 | $1.02M | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 9,799 | $998.9K | 0.41% | +49+0.5% | Added |
| Capital Investment Advisory Services, LLC | 9,684 | $987.2K | 0.08% | +596+6.6% | Added |
| Vident Advisory, LLC | 9,557 | $974.3K | 0.01% | −260−2.6% | Reduced |
| Strait & Sound Wealth Management LLC | 9,516 | $970.0K | 0.37% | −81−0.8% | Reduced |
| Group One Trading, L.P. | 9,483 | $966.7K | 0.03% | +2,940+44.9% | Added |
| Atlantic Union Bankshares Corp | 9,462 | $964.6K | 0.02% | +541+6.1% | Added |
| Atwood & Palmer Inc | 9,454 | $963.8K | 0.06% | +9+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,414 | $959.7K | 0.01% | +10.0% | Added |
| Verus Capital Partners, LLC | 9,410 | $959.3K | 0.07% | −298−3.1% | Reduced |
| Savant Capital, LLC | 9,397 | $958.0K | 0.01% | +452+5.1% | Added |
| Davenport & Co LLC | 9,371 | $954.5K | 0.01% | −484−4.9% | Reduced |
| Independent Financial Group, LLC | 9,316 | $949.7K | 0.02% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 9,299 | $947.9K | 0.10% | +59+0.6% | Added |
| Denali Advisors LLC | 9,252 | $943.1K | 0.11% | −5,164−35.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,245 | $941.6K | 0.01% | +2,527+37.6% | Added |
| Harbour Investments, Inc. | 9,200 | $937.8K | 0.02% | +22+0.2% | Added |
| Jain Global LLC | 9,190 | $936.8K | 0.01% | −13,586−59.7% | Reduced |
| Perpetual Ltd | 9,130 | $930.7K | 0.01% | −690−7.0% | Reduced |
| Bessemer Group Inc | 9,050 | $924.0K | 0.00% | +507+5.9% | Added |
| Jump Financial, LLC | 9,017 | $919.2K | 0.01% | +4,514+100.2% | Added |
| Beacon Pointe Advisors, LLC | 9,013 | $918.8K | 0.01% | +1,200+15.4% | Added |
| Oppenheimer & Co Inc | 8,991 | $916.5K | 0.01% | −169−1.8% | Reduced |
| Greenleaf Trust | 8,977 | $915.1K | 0.01% | +835+10.3% | Added |
| Founders Financial Alliance, LLC | 8,956 | $912.9K | 0.17% | +26+0.3% | Added |
| Aspire Private Capital, LLC | 8,855 | $902.7K | 0.20% | +507+6.1% | Added |
| Fiduciary Family Office, LLC | 8,686 | $885.5K | 0.25% | +746+9.4% | Added |
| MAI Capital Management | 8,665 | $883.3K | 0.01% | −190−2.1% | Reduced |
| Herold Advisors, Inc. | 8,650 | $881.8K | 0.20% | −108−1.2% | Reduced |
| Montag A & Associates Inc | 8,588 | $879.6K | 0.04% | −1,290−13.1% | Reduced |
| Colonial River Wealth Management, LLC | 8,549 | $871.5K | 0.32% | −148−1.7% | Reduced |
| Shell Asset Management Co | 8,544 | $871.0K | 0.09% | −28,870−77.2% | Reduced |
| SRS Capital Advisors, Inc. | 8,483 | $864.8K | 0.01% | +7,067+499.1% | Added |
| Brinker Capital Investments, LLC | 8,439 | $860.3K | 0.01% | +473+5.9% | Added |
| Future Financial Wealth Managment LLC | 8,399 | $856.1K | 0.54% | −21−0.2% | Reduced |
| Empowered Funds, LLC | 8,346 | $850.8K | 0.01% | +1,457+21.1% | Added |
| Wedbush Securities Inc | 8,257 | $842.0K | 0.03% | +74+0.9% | Added |
| Bramshill Investments, LLC | 8,241 | $840.1K | 0.06% | −8,976−52.1% | Reduced |
| Cardinal Point Capital Management, ULC | 8,200 | $837.8K | 0.06% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 8,216 | $837.5K | 0.61% | −19−0.2% | Reduced |
| American Institute for Advanced Investment Management, LLP | 8,065 | $822.1K | 0.54% | −1,180−12.8% | Reduced |
| RNC Capital Management LLC | 8,000 | $815.5K | 0.04% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 7,964 | $811.9K | 0.05% | +1,425+21.8% | Added |
| Bailard, Inc. | 7,949 | $810.3K | 0.02% | +7+0.1% | Added |
| Flagship Harbor Advisors, LLC | 7,945 | $809.9K | 0.04% | −344−4.2% | Reduced |
| Essex Financial Services, Inc. | 7,847 | $799.9K | 0.05% | −15−0.2% | Reduced |