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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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Iron Mountain Inc as of Dec 31, 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
1,011
+16 vs. Q3 2025
Shares held
257.3M
+7.46M (+3.0%) vs. Q3 2025
Total value
$21.4B
−$4.12B (−16.2%) vs. Q3 2025
New holders
123
326 more added
Sold out
107
407 more reduced

22 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,011 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ4 2025: $21.4B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2025.

Institutions holding IRM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
POM Investment Strategies, LLC1$510.00%+1New
Private Wealth Management Group, LLC1$830.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp1$830.00%+1New
ROSS\JOHNSON & Associates LLC1$830.00%+1New
Wealth Watch Advisors, INC2$1660.00%−428−99.5%Reduced
Hughes Financial Services, LLC2$1660.00%−10−83.3%Reduced
DecisionPoint Financial, LLC2$1660.00%00.0%Unchanged
United Financial Planning Group LLC2$1660.00%+2New
Winnow Wealth LLC3$2490.00%00.0%Unchanged
Proathlete Wealth Management LLC3$2500.00%00.0%Unchanged
Davis Capital Management4$3320.00%00.0%Unchanged
Legacy Wealth Managment, LLC4$3320.00%+4New
Wolff Wiese Magana LLC5$4150.00%00.0%Unchanged
Luken Investment Analytics, LLC5$4150.00%+5New
Salomon & Ludwin, LLC5$4180.00%−75−93.8%Reduced
Quaker Wealth Management, LLC6$4980.00%−4−40.0%Reduced
Rialto Wealth Management, LLC6$4980.00%+1+20.0%Added
TFC Financial Management7$5810.00%00.0%Unchanged
Colonial Trust Co9$7470.00%+6+200.0%Added
Horizon Financial Services, LLC10$8300.00%−13−56.5%Reduced
Financial Consulate, Inc10$8300.00%−12−54.5%Reduced
American Capital Advisory, LLC11$9130.00%+4+57.1%Added
Capital Advisors, Ltd. LLC10$1.00K0.00%00.0%Unchanged
Millstone Evans Group, LLC14$1.16K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC15$1.24K0.00%−9−37.5%Reduced
Bay Harbor Wealth Management, LLC18$1.51K0.00%−702−97.5%Reduced
Vermillion & White Wealth Management Group, LLC19$1.58K0.00%+19New
Principia Wealth Advisory, LLC20$1.66K0.00%+4+25.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.20$1.66K0.00%+20New
Kilter Group LLC22$1.82K0.00%+2+10.0%Added
Ogorek Anthony Joseph25$2.00K0.00%−2−7.4%Reduced
Gunpowder Capital Management, LLC dba Oliver Wealth Management28$2.32K0.00%+28New
Aspect Partners, LLC29$2.40K0.00%00.0%Unchanged
Hollencrest Capital Management29$2.41K0.00%00.0%Unchanged
Holos Integrated Wealth LLC29$2.44K0.00%00.0%Unchanged
South State Corp.31$2.57K0.00%−33−51.6%Reduced
Commonwealth Retirement Investments LLC32$2.66K0.00%+32New
Cornerstone Financial Management LLC33$2.74K0.00%+33New
Clayton Financial Group LLC34$2.82K0.00%+34New
Ares Financial Consulting, LLC35$2.90K0.00%+35New
Raffa Wealth Management, LLC37$3.07K0.00%00.0%Unchanged
United Community Bank37$3.07K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.38$3.15K0.00%+38New
Transamerica Financial Advisors, Inc.40$3.37K0.00%−32−44.4%Reduced
Bruce G. Allen Investments, LLC41$3.40K0.00%−67−62.0%Reduced
1620 Investment Advisors, Inc.42$3.48K0.00%−38−47.5%Reduced
Copia Wealth Management42$3.48K0.00%00.0%Unchanged
Wealth Preservation Advisors, LLC45$3.73K0.00%−1−2.2%Reduced
Lloyd Advisory Services, LLC.47$3.90K0.00%+47New
T. Rowe Price Investment Management, Inc.43$4.00K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC49$4.07K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC50$4.15K0.00%−2,642−98.1%Reduced
High Note Wealth, LLC50$4.15K0.00%−5−9.1%Reduced
Innovative Advisory Group, LLC50$4.15K0.00%00.0%Unchanged
Bullseye Investment Management, LLC50$4.15K0.00%+50New
HFM Investment Advisors, LLC50$4.15K0.00%+50New
MJT & Associates Financial Advisory Group, Inc.55$4.56K0.00%00.0%Unchanged
GGM Financials LLC58$4.85K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA58$5.00K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC60$5.03K0.00%00.0%Unchanged
Howard Hughes Medical Institute63$5.23K0.00%00.0%Unchanged
Grove Bank & Trust64$5.31K0.00%00.0%Unchanged
Geneos Wealth Management Inc.66$5.47K0.00%00.0%Unchanged
Capital Analysts, LLC76$6.00K0.00%+76New
Johnson Financial Group, Inc.72$6.04K0.00%−243−77.1%Reduced
Fourth Dimension Wealth, LLC75$6.22K0.00%+75New
WPG Advisers, LLC76$6.30K0.00%−47−38.2%Reduced
J.Safra Asset Management Corp80$6.64K0.00%00.0%Unchanged
Curio Wealth, LLC86$6.99K0.00%00.0%Unchanged
Asset Dedication, LLC85$7.05K0.00%00.0%Unchanged
Anfield Capital Management, LLC88$7.30K0.00%00.0%Unchanged
Westside Investment Management, Inc.92$7.65K0.00%+13+16.5%Added
Cornerstone Planning Group LLC83$7.66K0.00%−3−3.5%Reduced
Red Tortoise LLC94$7.80K0.00%00.0%Unchanged
Raleigh Capital Management Inc.98$8.12K0.00%−2,474−96.2%Reduced
Sachetta, LLC98$8.14K0.00%−3,500−97.3%Reduced
Chung Wu Investment Group, LLC100$8.29K0.01%00.0%Unchanged
Benson Wealth Management INC102$8.46K0.01%+102New
Kayne Anderson Rudnick Investment Management LLC105$8.74K0.00%+1+1.0%Added
LRI Investments, LLC106$8.79K0.00%00.0%Unchanged
Strategic Advocates LLC108$8.97K0.00%+1+0.9%Added
GHP Investment Advisors, Inc.112$9.29K0.00%−506−81.9%Reduced
Moisand Fitzgerald Tamayo, LLC113$9.37K0.00%00.0%Unchanged
MCF Advisors LLC113$9.37K0.00%+113New
Fideuram Asset Management (Ireland) dac97$9.70K0.00%+97New
Westfuller Advisors, LLC118$9.93K0.00%−1−0.8%Reduced
Mark Sheptoff Financial Planning, LLC123$10.2K0.00%00.0%Unchanged
Park Place Capital Corp124$10.3K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC121$10.3K0.00%−383−76.0%Reduced
Tidemark, LLC125$10.4K0.00%00.0%Unchanged
Optima Capital LLC124$10.4K0.00%+124New
Bell Investment Advisors, Inc126$10.5K0.00%−11−8.0%Reduced
Accordant Advisory Group Inc137$11.4K0.01%00.0%Unchanged
Creative Financial Designs Inc139$11.5K0.00%+49+54.4%Added
Oakworth Capital, Inc.149$12.4K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC148$12.4K0.00%−4,190−96.6%Reduced
Atlantic Private Wealth, LLC151$12.5K0.01%+1+0.7%Added
MV Capital Management, Inc.155$12.9K0.00%−28−15.3%Reduced
Sunbelt Securities, Inc.164$13.6K0.00%−8−4.7%Reduced
RMG Wealth Management LLC150$14.1K0.00%00.0%Unchanged