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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 4,531 | $461.9K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,529 | $461.7K | 0.01% | −299−6.2% | Reduced |
| Bryn Mawr Trust Co | 4,520 | $460.8K | 0.01% | −2,521−35.8% | Reduced |
| NBC Securities, Inc. | 4,519 | $460.7K | 0.04% | −15−0.3% | Reduced |
| Hilltop Holdings Inc. | 4,518 | $460.5K | 0.02% | −40−0.9% | Reduced |
| Essex Savings Bank | 4,495 | $458.2K | 0.10% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 4,469 | $455.6K | 0.05% | −7−0.2% | Reduced |
| RMB Capital Management, LLC | 4,421 | $452.9K | 0.01% | −432−8.9% | Reduced |
| Quest Investment Management LLC | 4,421 | $450.7K | 0.05% | +7+0.2% | Added |
| Putney Financial Group LLC | 4,359 | $444.4K | 0.44% | −286−6.2% | Reduced |
| Ameliora Wealth Management Ltd. | 4,350 | $443.4K | 0.15% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,338 | $442.2K | 0.09% | +166+4.0% | Added |
| Armstrong Advisory Group, Inc | 4,335 | $441.9K | 0.03% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,311 | $439.4K | 0.10% | +27+0.6% | Added |
| Profund Advisors LLC | 4,290 | $437.3K | 0.01% | −42−1.0% | Reduced |
| BCO Wealth Management LLC | 4,275 | $435.8K | 0.29% | 00.0% | Unchanged |
| FIL Ltd | 4,274 | $435.7K | 0.00% | +163+4.0% | Added |
| Point72 (DIFC) Ltd | 4,238 | $432.0K | 0.03% | −4,131−49.4% | Reduced |
| Pinnacle Associates Ltd | 4,219 | $430.1K | 0.01% | +51+1.2% | Added |
| Stephens Inc | 4,193 | $427.5K | 0.01% | +20.0% | Added |
| Kovitz Investment Group Partners, LLC | 4,177 | $425.8K | 0.00% | −82−1.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,148 | $422.9K | 0.07% | −117−2.7% | Reduced |
| International Assets Investment Management, LLC | 4,216 | $421.3K | 0.03% | +50+1.2% | Added |
| Cornerstone Wealth Management, LLC | 4,120 | $420.0K | 0.02% | +10.0% | Added |
| Meeder Advisory Services, Inc. | 4,113 | $419.3K | 0.02% | +403+10.9% | Added |
| Alliance Wealth Advisors, LLC | 4,096 | $417.5K | 0.10% | +4,096 | New |
| Disciplined Equity Management, Inc. | 4,085 | $416.4K | 0.23% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,068 | $414.7K | 0.01% | +1,551+61.6% | Added |
| SFG Wealth Management, LLC. | 4,063 | $414.2K | 0.18% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 4,061 | $414.0K | 0.13% | −300−6.9% | Reduced |
| Axis Wealth Partners, LLC | 4,038 | $411.6K | 0.24% | +13+0.3% | Added |
| Cornerstone Wealth Group, LLC | 4,033 | $411.1K | 0.03% | −19−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 3,954 | $402.8K | 0.12% | −6,199−61.1% | Reduced |
| Secure Asset Management, LLC | 3,938 | $402.7K | 0.07% | −703−15.1% | Reduced |
| Citizens Business Bank | 3,939 | $401.5K | 0.07% | +139+3.7% | Added |
| Bogart Wealth, LLC | 3,912 | $398.8K | 0.02% | +5+0.1% | Added |
| Syon Capital LLC | 3,904 | $397.9K | 0.02% | +1,168+42.7% | Added |
| Park National Corp | 3,838 | $391.2K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,804 | $390.8K | 0.00% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,820 | $389.4K | 0.14% | −500−11.6% | Reduced |
| Ledgewood Wealth Advisors, LLC | 3,806 | $388.0K | 0.23% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,800 | $387.4K | 0.00% | −3,649−49.0% | Reduced |
| Crown Wealth Group, LLC | 3,789 | $386.3K | 0.12% | +11+0.3% | Added |
| RMR Wealth Builders | 3,730 | $380.3K | 0.03% | +80+2.2% | Added |
| Exchange Traded Concepts, LLC | 3,715 | $378.7K | 0.00% | +1,680+82.6% | Added |
| Strategic Investment Advisors | 3,706 | $377.8K | 0.03% | −302−7.5% | Reduced |
| CAPROCK Group, Inc. | 4,081 | $376.8K | 0.01% | +4,081 | New |
| Keystone Financial Group | 3,679 | $375.0K | 0.03% | +1,000+37.3% | Added |
| Capital Square, LLC | 3,664 | $373.5K | 0.19% | +237+6.9% | Added |
| Cetera Trust Company, N.A | 3,660 | $373.1K | 0.21% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 3,650 | $372.1K | 0.05% | −500−12.0% | Reduced |
| Strategic Blueprint, LLC | 3,645 | $371.6K | 0.02% | +22+0.6% | Added |
| Prosperity Consulting Group, LLC | 3,640 | $371.1K | 0.02% | −5−0.1% | Reduced |
| Severin Investments, LLC | 3,635 | $370.6K | 0.33% | −11−0.3% | Reduced |
| Blue Rock Wealth Management LLC | 3,600 | $367.0K | 0.23% | 00.0% | Unchanged |
| Sachetta, LLC | 3,598 | $366.8K | 0.14% | −450−11.1% | Reduced |
| Natural Investments, LLC | 3,581 | $365.0K | 0.09% | +107+3.1% | Added |
| Aire Advisors, LLC | 3,565 | $363.4K | 0.07% | +28+0.8% | Added |
| Panagora Asset Management Inc | 3,524 | $359.2K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 3,523 | $359.1K | 0.00% | −881−20.0% | Reduced |
| Philadelphia Trust Co | 3,500 | $357.0K | 0.03% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,500 | $356.8K | 0.13% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,479 | $354.6K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,412 | $348.0K | 0.01% | −417−10.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,412 | $347.8K | 0.02% | +1,060+45.1% | Added |
| Crestwood Advisors Group LLC | 3,404 | $347.0K | 0.01% | +357+11.7% | Added |
| Parallel Advisors, LLC | 3,391 | $345.7K | 0.01% | −6−0.2% | Reduced |
| Perigon Wealth Management, LLC | 3,353 | $341.8K | 0.01% | −47−1.4% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $341.5K | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,331 | $339.6K | 0.01% | +39+1.2% | Added |
| Richmond Investment Services, LLC | 3,320 | $338.4K | 0.06% | +21+0.6% | Added |
| Coastal Bridge Advisors, LLC | 3,315 | $337.9K | 0.03% | −138−4.0% | Reduced |
| Foster & Motley Inc | 3,283 | $335.0K | 0.02% | −35−1.1% | Reduced |
| Wedmont Private Capital | 3,157 | $334.3K | 0.01% | +285+9.9% | Added |
| Jacobi Capital Management LLC | 3,279 | $334.3K | 0.02% | +19+0.6% | Added |
| Arkadios Wealth Advisors | 3,277 | $334.1K | 0.01% | +1,239+60.8% | Added |
| Mission Wealth Management, LP | 3,255 | $331.8K | 0.01% | +15+0.5% | Added |
| Sovereign Financial Group, Inc. | 3,218 | $328.0K | 0.06% | −4−0.1% | Reduced |
| Cooper Financial Group | 3,205 | $326.7K | 0.04% | +50+1.6% | Added |
| E&G Advisors, LP | 3,200 | $326.2K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,142 | $320.3K | 0.03% | +6+0.2% | Added |
| CWA Asset Management Group, LLC | 3,138 | $319.9K | 0.01% | −2−0.1% | Reduced |
| Keystone Wealth Services, LLC | 3,127 | $318.8K | 0.07% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,118 | $317.8K | 0.09% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,118 | $317.8K | 0.04% | +25+0.8% | Added |
| Skopos Labs, Inc. | 3,100 | $317.1K | 0.04% | −103−3.2% | Reduced |
| American Investment Services, Inc. | 3,103 | $316.3K | 0.08% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,101 | $316.1K | 0.01% | −215−6.5% | Reduced |
| Ieq Capital, LLC | 3,101 | $316.1K | 0.00% | −3,191−50.7% | Reduced |
| Southland Equity Partners LLC | 3,096 | $315.6K | 0.06% | −235−7.1% | Reduced |
| Tiaa Trust, National Association | 3,090 | $315.0K | 0.00% | −55−1.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,048 | $311.1K | 0.03% | +62+2.1% | Added |
| Sowell Financial Services LLC | 3,050 | $310.9K | 0.01% | −168−5.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,929 | $310.2K | 0.01% | +103+3.6% | Added |
| Advisors Management Group Inc | 3,037 | $310.0K | 0.05% | −222−6.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,036 | $309.5K | 0.01% | +204+7.2% | Added |
| Boothbay Fund Management, LLC | 3,034 | $309.3K | 0.01% | +3,034 | New |
| Clean Yield Group | 3,022 | $308.1K | 0.09% | 00.0% | Unchanged |
| Accuvest Global Advisors | 3,000 | $306.0K | 0.19% | −1,000−25.0% | Reduced |
| Asset Planning,Inc | 3,000 | $305.8K | 0.22% | 00.0% | Unchanged |