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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 2,900 | $305.6K | 0.03% | −212−6.8% | Reduced |
| TRUE Private Wealth Advisors | 2,987 | $304.5K | 0.03% | +11+0.4% | Added |
| IMA Wealth, Inc. | 2,955 | $303.6K | 0.03% | −2−0.1% | Reduced |
| James Hambro & Partners | 2,972 | $302.9K | 0.01% | −3,530−54.3% | Reduced |
| Keybank National Association | 2,966 | $302.4K | 0.00% | +351+13.4% | Added |
| Vestmark Advisory Solutions, Inc. | 2,956 | $301.3K | 0.01% | −1,688−36.3% | Reduced |
| National Asset Management, Inc. | 2,948 | $300.6K | 0.01% | −1,112−27.4% | Reduced |
| Flow Traders U.S. LLC | 2,931 | $299.0K | 0.01% | +2,931 | New |
| Assetmark, Inc | 2,900 | $295.7K | 0.00% | +214+8.0% | Added |
| Seelaus Asset Management LLC | 2,900 | $295.6K | 0.23% | +125+4.5% | Added |
| Perennial Investment Advisors, LLC | 2,895 | $295.1K | 0.02% | +30+1.0% | Added |
| Cigna Investments Inc | 2,889 | $295.0K | 0.04% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 2,861 | $291.6K | 0.02% | +2,861 | New |
| Premier Path Wealth Partners, LLC | 2,858 | $291.3K | 0.04% | −29−1.0% | Reduced |
| Charter Oak Capital Management, LLC | 2,856 | $291.1K | 0.02% | −75−2.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,822 | $287.7K | 0.02% | −8−0.3% | Reduced |
| Jordan Park Group LLC | 2,803 | $285.7K | 0.02% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,798 | $285.2K | 0.00% | +792+39.5% | Added |
| Destination Wealth Management | 2,784 | $283.8K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,771 | $282.5K | 0.03% | +2,771 | New |
| Diversified Trust Co | 2,764 | $281.8K | 0.01% | −688−19.9% | Reduced |
| Savvy Advisors, Inc. | 2,761 | $281.5K | 0.01% | +60+2.2% | Added |
| Palacios Wealth Management, LLC | 2,755 | $280.8K | 0.19% | −770−21.8% | Reduced |
| Howland Capital Management LLC | 2,727 | $279.4K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,729 | $278.2K | 0.01% | −5,493−66.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,702 | $275.4K | 0.04% | +2+0.1% | Added |
| Investment House LLC | 2,700 | $275.2K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,698 | $275.0K | 0.01% | −69−2.5% | Reduced |
| Allen Investment Management LLC | 2,696 | $274.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,692 | $274.4K | 0.01% | −93−3.3% | Reduced |
| Richard W. Paul & Associates, LLC | 2,692 | $274.4K | 0.09% | −8−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 2,684 | $273.6K | 0.02% | +2,684 | New |
| Change Path, LLC | 2,655 | $270.7K | 0.01% | −178−6.3% | Reduced |
| Csenge Advisory Group | 2,645 | $269.7K | 0.01% | −5,192−66.2% | Reduced |
| Aberdeen Wealth Management LLC | 2,645 | $269.6K | 0.17% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,645 | $269.6K | 0.15% | +20+0.8% | Added |
| Sagespring Wealth Partners, LLC | 2,643 | $269.5K | 0.01% | −42−1.6% | Reduced |
| Nwam LLC | 2,588 | $269.0K | 0.01% | +10+0.4% | Added |
| Diversify Wealth Management, LLC | 2,595 | $269.0K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,619 | $267.0K | 0.02% | +2,619 | New |
| Leonteq Securities AG | 2,602 | $265.2K | 0.01% | −798−23.5% | Reduced |
| Raleigh Capital Management Inc. | 2,572 | $262.2K | 0.10% | −109−4.1% | Reduced |
| Samalin Investment Counsel, LLC | 2,563 | $261.3K | 0.09% | +15+0.6% | Added |
| Aprio Wealth Management, LLC | 2,553 | $260.3K | 0.03% | −797−23.8% | Reduced |
| Centerpoint Advisory Group | 2,535 | $258.4K | 0.20% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,534 | $258.3K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,522 | $257.1K | 0.07% | +18+0.7% | Added |
| LaSalle St. Investment Advisors, LLC | 2,516 | $256.0K | 0.05% | −413−14.1% | Reduced |
| Farringdon Capital, Ltd. | 2,511 | $256.0K | 0.07% | +2,511 | New |
| Patton Fund Management, Inc. | 2,510 | $255.9K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,482 | $253.0K | 0.00% | −44−1.7% | Reduced |
| Umb Bank N A | 2,466 | $251.4K | 0.00% | +150+6.5% | Added |
| Personal Cfo Solutions, LLC | 2,450 | $249.7K | 0.04% | +124+5.3% | Added |
| Versant Capital Management, Inc | 2,428 | $247.5K | 0.03% | +2,049+540.6% | Added |
| Spirepoint Private Client, LLC | 2,387 | $243.3K | 0.03% | +2,387 | New |
| Fiduciary Planning LLC | 2,382 | $242.9K | 0.07% | +2,382 | New |
| Fielder Capital Group LLC | 2,381 | $242.7K | 0.06% | −9−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,377 | $242.3K | 0.00% | −400−14.4% | Reduced |
| Bedel Financial Consulting, Inc. | 2,364 | $241.0K | 0.03% | +12+0.5% | Added |
| Schmidt P J Investment Management Inc | 2,360 | $240.6K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,338 | $240.2K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 2,324 | $236.9K | 0.02% | −4−0.2% | Reduced |
| Private Trust Co NA | 2,320 | $236.5K | 0.02% | −85−3.5% | Reduced |
| Intrua Financial, LLC | 2,319 | $236.4K | 0.03% | +10+0.4% | Added |
| HBK Sorce Advisory LLC | 2,233 | $236.1K | 0.01% | −186−7.7% | Reduced |
| Walleye Trading LLC | 2,305 | $235.0K | 0.00% | −12,980−84.9% | Reduced |
| Mayflower Financial Advisors, LLC | 2,287 | $233.1K | 0.03% | −3−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 2,280 | $233.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,314 | $232.5K | 0.01% | +2,314 | New |
| Fayez Sarofim & Co | 2,280 | $232.4K | 0.00% | −1,355−37.3% | Reduced |
| Smith, Moore & Co. | 2,277 | $232.1K | 0.02% | +6+0.3% | Added |
| Waterloo Capital, L.P. | 2,272 | $231.6K | 0.02% | +2,272 | New |
| Mystic Asset Management, Inc. | 2,239 | $228.2K | 0.05% | +8+0.4% | Added |
| Heritage Wealth Advisors | 2,222 | $226.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,200 | $224.3K | 0.01% | −1,327−37.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,200 | $224.0K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,179 | $222.1K | 0.01% | +71+3.4% | Added |
| Valeo Financial Advisors, LLC | 2,173 | $221.5K | 0.01% | +85+4.1% | Added |
| Nations Financial Group Inc, | 2,161 | $220.4K | 0.01% | +4+0.2% | Added |
| Morse Asset Management, Inc | 2,155 | $219.7K | 0.04% | +1,105+105.2% | Added |
| Saxony Capital Management, LLC | 2,151 | $219.3K | 0.14% | +15+0.7% | Added |
| GTS Securities LLC | 2,149 | $219.1K | 0.01% | −1,766−45.1% | Reduced |
| Brighton Jones LLC | 2,134 | $217.5K | 0.01% | +2,134 | New |
| Stiles Financial Services Inc | 2,127 | $216.9K | 0.07% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,127 | $216.8K | 0.09% | +2,127 | New |
| Cullen/Frost Bankers, Inc. | 2,125 | $216.6K | 0.00% | −33−1.5% | Reduced |
| Warm Springs Advisors Inc. | 2,117 | $215.8K | 0.16% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,097 | $213.8K | 0.04% | −10.0% | Reduced |
| Great Valley Advisor Group, Inc. | 2,090 | $213.2K | 0.00% | −2,194−51.2% | Reduced |
| Continuum Advisory, LLC | 2,077 | $211.7K | 0.02% | +104+5.3% | Added |
| Smartleaf Asset Management LLC | 2,105 | $211.2K | 0.01% | +626+42.3% | Added |
| Cassaday & Co Wealth Management LLC | 2,065 | $210.5K | 0.00% | +2,065 | New |
| Texas Bank & Trust Co | 2,054 | $209.4K | 0.08% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,038 | $207.8K | 0.03% | +38+1.9% | Added |
| Channel Wealth LLC | 2,022 | $206.1K | 0.06% | −599−22.9% | Reduced |
| Jefferies Financial Group Inc. | 2,017 | $205.6K | 0.00% | +61+3.1% | Added |
| Affinity Investment Advisors, LLC | 2,013 | $205.2K | 0.14% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,040 | $204.7K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 2,007 | $204.6K | 0.02% | +7+0.4% | Added |
| RW Investment Management LLC | 2,000 | $203.9K | 0.02% | 00.0% | Unchanged |