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 |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 2,000 | $203.9K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,897 | $198.8K | 0.00% | −923−32.7% | Reduced |
| Strategic Investment Solutions, Inc. | 1,923 | $196.0K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,891 | $192.8K | 0.03% | −10−0.5% | Reduced |
| Coastline Trust Co | 1,856 | $189.2K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,800 | $183.5K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 1,699 | $173.2K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,699 | $173.2K | 0.00% | +645+61.2% | Added |
| Tower View Investment Management & Research LLC | 1,683 | $171.6K | 0.09% | +13+0.8% | Added |
| Brown Brothers Harriman & Co | 1,680 | $171.3K | 0.00% | −3,815−69.4% | Reduced |
| Central Trust Co | 1,652 | $168.4K | 0.00% | +5+0.3% | Added |
| Clearstead Advisors, LLC | 1,643 | $167.5K | 0.00% | +285+21.0% | Added |
| CoreCap Advisors, LLC | 1,609 | $164.1K | 0.01% | +21+1.3% | Added |
| Penserra Capital Management LLC | 1,620 | $164.0K | 0.00% | +18+1.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,580 | $161.1K | 0.04% | +200+14.5% | Added |
| Larson Financial Group LLC | 1,523 | $155.3K | 0.01% | −926−37.8% | Reduced |
| First Financial Corp | 1,500 | $152.9K | 0.06% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 1,472 | $150.1K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $149.9K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,350 | $137.6K | 0.12% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,344 | $137.0K | 0.02% | −100−6.9% | Reduced |
| Catalyst Capital Advisors LLC | 1,303 | $132.8K | 0.00% | +396+43.7% | Added |
| EverSource Wealth Advisors, LLC | 1,303 | $132.8K | 0.01% | −19−1.4% | Reduced |
| Silvant Capital Management LLC | 1,292 | $131.7K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,287 | $131.2K | 0.01% | +304+30.9% | Added |
| Deseret Mutual Benefit Administrators | 1,286 | $131.1K | 0.06% | −215−14.3% | Reduced |
| Parkside Financial Bank & Trust | 1,275 | $130.0K | 0.01% | −7−0.5% | Reduced |
| Security National Bank | 1,254 | $127.8K | 0.02% | −409−24.6% | Reduced |
| Bayforest Capital Ltd | 1,236 | $126.0K | 0.06% | +1,236 | New |
| Hoey Investments, Inc | 1,235 | $125.9K | 0.02% | +1,235 | New |
| Toth Financial Advisory Corp | 1,229 | $125.3K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,219 | $124.3K | 0.01% | +1,219 | New |
| Avalon Trust Co | 1,204 | $122.7K | 0.01% | +1,204 | New |
| Ostrum Asset Management | 1,200 | $122.3K | 0.01% | −3,898−76.5% | Reduced |
| Sound Income Strategies, LLC | 1,110 | $116.5K | 0.01% | +193+21.0% | Added |
| Evermay Wealth Management LLC | 1,141 | $116.3K | 0.01% | +1,141 | New |
| Rosenberg Matthew Hamilton | 1,122 | $114.4K | 0.02% | −3−0.3% | Reduced |
| Lavaca Capital LLC | 1,101 | $112.2K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,100 | $112.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,060 | $108.1K | 0.07% | +35+3.4% | Added |
| ORG Partners LLC | 1,058 | $107.8K | 0.02% | −134−11.2% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $104.6K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 986 | $100.5K | 0.02% | −187−15.9% | Reduced |
| Zions Bancorporation, National Association | 971 | $99.0K | 0.00% | +403+71.0% | Added |
| Evolution Wealth Management Inc. | 960 | $97.8K | 0.10% | +8+0.8% | Added |
| Corsicana & Co. | 900 | $91.7K | 0.05% | +900 | New |
| Kozak & Associates, Inc. | 1,000 | $88.7K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 861 | $88.4K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 852 | $86.9K | 0.02% | +294+52.7% | Added |
| Parvin Asset Management, LLC | 832 | $84.8K | 0.08% | +12+1.5% | Added |
| Wealthspire Advisors, LLC | 824 | $84.0K | 0.00% | +824 | New |
| Ci Investments Inc. | 808 | $82.0K | 0.00% | −17−2.1% | Reduced |
| Onefund, LLC | 796 | $81.1K | 0.05% | +29+3.8% | Added |
| Bank of New Hampshire | 795 | $81.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 776 | $79.1K | 0.01% | −131−14.4% | Reduced |
| Sentry Investment Management LLC | 748 | $79.0K | 0.05% | −91−10.8% | Reduced |
| Optimum Investment Advisors | 750 | $76.5K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 748 | $76.3K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 735 | $74.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 727 | $74.1K | 0.00% | −220−23.2% | Reduced |
| Avion Wealth | 733 | $74.0K | 0.02% | −9−1.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 720 | $74.0K | 0.02% | +17+2.4% | Added |
| Rothschild Investment LLC | 676 | $68.9K | 0.00% | +18+2.7% | Added |
| City Holding Co | 667 | $68.0K | 0.01% | +667 | New |
| First Horizon Corp | 663 | $67.6K | 0.00% | +663 | New |
| True Wealth Design, LLC | 660 | $67.2K | 0.02% | +14+2.2% | Added |
| Valley National Advisers Inc | 655 | $66.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 622 | $63.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 618 | $63.0K | 0.00% | +3+0.5% | Added |
| Financial Avengers, Inc. | 607 | $61.9K | 0.03% | +5+0.8% | Added |
| Whittier Trust Co of Nevada Inc | 583 | $61.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 599 | $61.1K | 0.04% | +599 | New |
| Sawyer & Company, Inc | 595 | $61.0K | 0.02% | +355+147.9% | Added |
| Dunhill Financial, LLC | 583 | $59.4K | 0.02% | +95+19.5% | Added |
| Ameritas Advisory Services, LLC | 573 | $58.4K | 0.00% | −2,050−78.2% | Reduced |
| Promus Capital, LLC | 572 | $58.3K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 563 | $57.4K | 0.01% | −41−6.8% | Reduced |
| JPL Wealth Management, LLC | 554 | $56.5K | 0.01% | +554 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 538 | $54.8K | 0.01% | −8−1.5% | Reduced |
| Washington Trust Advisors, Inc. | 530 | $54.0K | 0.00% | +530 | New |
| Clear Street Markets LLC | 508 | $51.8K | 0.02% | +309+155.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 504 | $51.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $51.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 500 | $51.0K | 0.00% | −2−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 500 | $51.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $48.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 465 | $47.0K | 0.01% | +54+13.1% | Added |
| Franchise Capital Ltd | 455 | $46.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 452 | $46.1K | 0.00% | +46+11.3% | Added |
| Wealth Watch Advisors, INC | 430 | $43.8K | 0.02% | +430 | New |
| Loomis Sayles & Co L P | 425 | $43.3K | 0.00% | −22−4.9% | Reduced |
| Medallion Wealth Advisors, LLC | 420 | $42.8K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $42.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 413 | $42.1K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $40.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $40.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 395 | $40.3K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $39.8K | 0.00% | +390 | New |
| Bartlett & Co. Wealth Management LLC | 383 | $39.3K | 0.00% | +53+16.1% | Added |
| Piscataqua Savings Bank | 353 | $36.0K | 0.03% | 00.0% | Unchanged |