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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 7,832 | $798.4K | 0.22% | −411−5.0% | Reduced |
| Archer Investment Corp | 7,800 | $795.1K | 0.18% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 7,771 | $792.2K | 0.01% | +29+0.4% | Added |
| Aigen Investment Management, LP | 7,760 | $791.1K | 0.12% | +7,760 | New |
| Paradigm Financial Partners, LLC | 7,740 | $789.0K | 0.08% | +692+9.8% | Added |
| Independence Bank of Kentucky | 7,724 | $787.4K | 0.10% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,721 | $787.1K | 0.05% | −196−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,692 | $784.1K | 0.02% | −12,190−61.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,690 | $783.9K | 0.06% | +2,650+52.6% | Added |
| Integrated Wealth Concepts LLC | 7,672 | $782.1K | 0.01% | −685−8.2% | Reduced |
| Mathes Company, Inc. | 7,550 | $770.0K | 0.28% | −500−6.2% | Reduced |
| Coldstream Capital Management Inc | 7,506 | $765.2K | 0.01% | +121+1.6% | Added |
| Ascent Group, LLC | 7,435 | $757.9K | 0.03% | +640+9.4% | Added |
| Massmutual Trust Co FSB | 7,423 | $756.7K | 0.02% | −11−0.1% | Reduced |
| Princeton Capital Management LLC | 7,401 | $754.5K | 0.20% | −541−6.8% | Reduced |
| Integrated Advisors Network LLC | 7,394 | $753.8K | 0.03% | −620−7.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,388 | $753.2K | 0.09% | −197−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,379 | $752.2K | 0.01% | −131−1.7% | Reduced |
| Mindset Wealth Management, LLC | 7,364 | $750.7K | 0.20% | −129−1.7% | Reduced |
| Two Sigma Securities, LLC | 7,256 | $739.7K | 0.11% | −1,542−17.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,245 | $738.6K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,199 | $733.9K | 0.00% | −5,593−43.7% | Reduced |
| Ballentine Partners, LLC | 7,160 | $729.9K | 0.01% | +271+3.9% | Added |
| TBH Global Asset Management, LLC | 7,154 | $729.3K | 0.14% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 7,120 | $725.8K | 0.18% | −127−1.8% | Reduced |
| We Are One Seven, LLC | 7,069 | $720.6K | 0.02% | +2,285+47.8% | Added |
| Global Retirement Partners, LLC | 7,036 | $717.3K | 0.02% | +450+6.8% | Added |
| Centaurus Financial, Inc. | 7,017 | $715.0K | 0.03% | +449+6.8% | Added |
| Fiduciary Group LLC | 7,000 | $713.6K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,949 | $708.4K | 0.05% | −1,427−17.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,739 | $687.0K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 6,682 | $681.2K | 0.02% | −180−2.6% | Reduced |
| Symphony Financial, Ltd. Co. | 6,532 | $677.9K | 0.08% | −930−12.5% | Reduced |
| Quadrant Capital Group LLC | 6,604 | $673.2K | 0.02% | −8−0.1% | Reduced |
| Twin Tree Management, LP | 6,576 | $670.4K | 0.03% | +6,576 | New |
| Equitable Holdings, Inc. | 6,505 | $663.1K | 0.00% | −917−12.4% | Reduced |
| Two Sigma Advisers, LP | 6,500 | $662.6K | 0.00% | −29,600−82.0% | Reduced |
| GAMMA Investing LLC | 6,497 | $662.3K | 0.04% | +1,021+18.6% | Added |
| Farther Finance Advisors, LLC | 6,470 | $659.6K | 0.01% | +1,088+20.2% | Added |
| Golden State Equity Partners | 6,435 | $656.0K | 0.11% | +89+1.4% | Added |
| Caption Management, LLC | 6,400 | $652.4K | 0.04% | +6,400 | New |
| Columbia Asset Management | 6,392 | $651.6K | 0.12% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,332 | $645.5K | 0.02% | +49+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 6,320 | $644.3K | 0.05% | +1,023+19.3% | Added |
| Ossiam | 6,307 | $642.9K | 0.01% | −8,966−58.7% | Reduced |
| Monument Capital Management | 6,239 | $636.0K | 0.16% | −315−4.8% | Reduced |
| Callan Family Office, LLC | 6,066 | $618.4K | 0.02% | −1,509−19.9% | Reduced |
| Jackson Square Capital, LLC | 5,999 | $611.5K | 0.13% | +5,999 | New |
| Prospera Financial Services Inc | 5,920 | $603.7K | 0.01% | +1,428+31.8% | Added |
| Sheets Smith Wealth Management | 5,910 | $602.5K | 0.07% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,837 | $595.0K | 0.08% | −679−10.4% | Reduced |
| TD Waterhouse Canada Inc. | 5,802 | $594.4K | 0.00% | −741−11.3% | Reduced |
| Wolverine Trading, LLC | 5,919 | $594.0K | 0.01% | +5,919 | New |
| Pinnacle Family Advisors, LLC | 5,826 | $593.9K | 0.26% | +225+4.0% | Added |
| Resources Investment Advisors, LLC. | 5,794 | $590.6K | 0.01% | −414−6.7% | Reduced |
| Somerset Trust Co | 5,785 | $589.7K | 0.18% | +64+1.1% | Added |
| West Wealth Group, LLC | 5,551 | $587.0K | 0.13% | +51+0.9% | Added |
| EWG Elevate Inc. | 5,722 | $583.3K | 0.18% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,715 | $582.6K | 0.01% | −1,330−18.9% | Reduced |
| Huntington National Bank | 5,713 | $582.4K | 0.00% | −4−0.1% | Reduced |
| Fidelis Capital Partners, LLC | 5,713 | $582.4K | 0.05% | +13+0.2% | Added |
| MUFG Securities EMEA plc | 5,653 | $576.3K | 0.01% | +4,788+553.5% | Added |
| Washington Trust Co | 5,586 | $569.4K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,554 | $566.2K | 0.01% | −599−9.7% | Reduced |
| Garden State Investment Advisory Services LLC | 5,505 | $565.3K | 0.14% | −27−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 5,522 | $562.9K | 0.01% | +65+1.2% | Added |
| Chicago Partners Investment Group LLC | 5,342 | $555.9K | 0.01% | +90+1.7% | Added |
| Advisors Capital Management, LLC | 5,416 | $552.1K | 0.01% | +989+22.3% | Added |
| Estabrook Capital Management | 5,337 | $544.1K | 0.08% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5,273 | $541.7K | 0.06% | +33+0.6% | Added |
| Atalanta Sosnoff Capital, LLC | 5,225 | $532.6K | 0.01% | −109−2.0% | Reduced |
| Valued Retirements, Inc. | 5,190 | $532.3K | 0.60% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 5,215 | $531.6K | 0.45% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 5,195 | $529.6K | 0.25% | −597−10.3% | Reduced |
| Texas Yale Capital Corp. | 5,155 | $525.5K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,150 | $525.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,147 | $524.8K | 0.01% | +7+0.1% | Added |
| Koshinski Asset Management, Inc. | 5,108 | $520.7K | 0.04% | +98+2.0% | Added |
| Kingsview Wealth Management, LLC | 5,103 | $520.2K | 0.01% | +33+0.7% | Added |
| Mechanics Bank Trust Department | 5,093 | $519.2K | 0.07% | +610+13.6% | Added |
| Signal Advisors Wealth, LLC | 5,047 | $514.5K | 0.05% | +5,047 | New |
| NorthStar Asset Management LLC | 5,015 | $511.2K | 0.24% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,969 | $506.5K | 0.02% | −51−1.0% | Reduced |
| Perfromance Wealth Partners, LLC | 4,939 | $503.5K | 0.01% | −68−1.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,916 | $501.1K | 0.08% | −21,391−81.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,888 | $498.3K | 0.00% | −3,255−40.0% | Reduced |
| Integrity Alliance, LLC. | 4,874 | $496.9K | 0.02% | +1,929+65.5% | Added |
| Abn Amro Investment Solutions | 4,844 | $493.8K | 0.01% | −607−11.1% | Reduced |
| GF Fund Management Co. Ltd. | 4,841 | $493.5K | 0.01% | −340−6.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,887 | $490.4K | 0.02% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 4,800 | $489.3K | 0.10% | −47−1.0% | Reduced |
| NorthRock Partners, LLC | 4,774 | $486.7K | 0.01% | −470−9.0% | Reduced |
| TD Private Client Wealth LLC | 4,755 | $484.7K | 0.01% | −2,114−30.8% | Reduced |
| Cynosure Management, LLC | 4,699 | $479.0K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,692 | $478.3K | 0.12% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 4,685 | $477.6K | 0.02% | −2,495−34.7% | Reduced |
| Davis R M Inc | 4,618 | $470.8K | 0.01% | −200−4.2% | Reduced |
| Fisher Asset Management, LLC | 4,597 | $468.7K | 0.00% | −468−9.2% | Reduced |
| Aspen Investment Management Inc | 4,539 | $463.0K | 0.18% | +4+0.1% | Added |
| Horizon Investments, LLC | 4,536 | $462.4K | 0.01% | −414−8.4% | Reduced |