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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Chesapeake Asset Management LLC | 170 | $14.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 170 | $14.1K | 0.00% | +170 | New |
| FSA Advisors, Inc. | 14,470 | $14.7K | 0.01% | +14,470 | New |
| Manchester Capital Management LLC | 177 | $14.7K | 0.00% | +58+48.7% | Added |
| Tucker Asset Management LLC | 180 | $14.9K | 0.00% | +180 | New |
| Coston, McIsaac & Partners | 191 | $15.0K | 0.00% | +2+1.1% | Added |
| Covestor Ltd | 175 | $15.0K | 0.01% | −4−2.2% | Reduced |
| GW&K Investment Management, LLC | 205 | $17.0K | 0.00% | +16+8.5% | Added |
| Chilton Capital Management LLC | 205 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $17.1K | 0.00% | +5+2.5% | Added |
| Blueline Advisors LLC | 211 | $17.5K | 0.01% | +211 | New |
| Palladiem, LLC | 215 | $17.9K | 0.02% | +215 | New |
| Activest Wealth Management | 227 | $18.8K | 0.00% | +164+260.3% | Added |
| Godfrey Financial Associates, Inc. | 229 | $19.0K | 0.02% | +229 | New |
| Rossby Financial, LCC | 230 | $19.1K | 0.01% | +95+70.4% | Added |
| Private Wealth Asset Management, LLC | 240 | $19.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 242 | $20.1K | 0.00% | +1+0.4% | Added |
| IMG Wealth Management, Inc. | 244 | $20.2K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 250 | $20.7K | 0.00% | −45−15.3% | Reduced |
| Vision Retirement, LLC | 251 | $20.8K | 0.01% | +251 | New |
| West Branch Capital LLC | 275 | $22.8K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 284 | $23.6K | 0.02% | +284 | New |
| IAG Wealth Partners, LLC | 295 | $24.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 298 | $24.7K | 0.01% | −33−10.0% | Reduced |
| Cranbrook Wealth Management, LLC | 300 | $24.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $24.9K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $24.9K | 0.01% | +50+20.0% | Added |
| North Star Investment Management Corp. | 304 | $25.2K | 0.00% | +34+12.6% | Added |
| Garton & Associates Financial Advisors LLC | 305 | $25.3K | 0.01% | +305 | New |
| Hantz Financial Services, Inc. | 310 | $26.0K | 0.00% | +95+44.2% | Added |
| Quent Capital, LLC | 315 | $26.1K | 0.00% | +53+20.2% | Added |
| CoreCap Advisors, LLC | 320 | $26.6K | 0.00% | −1,289−80.1% | Reduced |
| Godsey & Gibb Associates | 325 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 330 | $27.7K | 0.00% | −53−13.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 344 | $28.5K | 0.03% | −69−16.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 352 | $29.2K | 0.00% | +350+17,500.0% | Added |
| Piscataqua Savings Bank | 353 | $29.3K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 359 | $29.8K | 0.02% | +359 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $32.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 400 | $33.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $33.2K | 0.00% | 00.0% | Unchanged |
| Bayban | 400 | $33.2K | 0.03% | +400 | New |
| DV Equities, LLC | 408 | $33.8K | 0.01% | +408 | New |
| Harbor Investment Advisory, LLC | 420 | $34.8K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 420 | $34.8K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 428 | $35.5K | 0.01% | +428 | New |
| Clear Street Markets LLC | 438 | $36.3K | 0.01% | −70−13.8% | Reduced |
| AdvisorNet Financial, Inc | 449 | $37.2K | 0.00% | −3−0.7% | Reduced |
| Corsicana & Co. | 450 | $37.3K | 0.02% | −450−50.0% | Reduced |
| Essential Partners LLC | 451 | $37.4K | 0.01% | +227+101.3% | Added |
| Franchise GP Ltd | 455 | $37.7K | 0.04% | +455 | New |
| Canton Hathaway, LLC | 465 | $38.6K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $39.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 479 | $39.7K | 0.00% | +54+12.7% | Added |
| Zions Bancorporation, National Association | 481 | $39.9K | 0.00% | −490−50.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 500 | $41.5K | 0.01% | −1,655−76.8% | Reduced |
| CVA Family Office, LLC | 502 | $41.6K | 0.00% | −61−10.8% | Reduced |
| Hoey Investments, Inc | 505 | $41.9K | 0.01% | −730−59.1% | Reduced |
| Crewe Advisors LLC | 505 | $41.9K | 0.00% | +5+1.0% | Added |
| Strive Financial Group ,LLC | 526 | $43.6K | 0.02% | +526 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 530 | $44.4K | 0.01% | −8−1.5% | Reduced |
| Global X Japan Co., Ltd. | 541 | $44.9K | 0.00% | −235−30.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 545 | $45.2K | 0.00% | +545 | New |
| Whittier Trust Co of Nevada Inc | 552 | $46.9K | 0.00% | −31−5.3% | Reduced |
| Dunhill Financial, LLC | 424 | $49.2K | 0.01% | −159−27.3% | Reduced |
| Sawyer & Company, Inc | 595 | $49.4K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 597 | $49.5K | 0.03% | −2−0.3% | Reduced |
| UMA Financial Services, Inc. | 597 | $49.5K | 0.01% | +526+740.8% | Added |
| Global Wealth Strategies & Associates | 600 | $49.8K | 0.01% | +600 | New |
| Muzinich & Co., Inc. | 603 | $50.0K | 0.02% | −869−59.0% | Reduced |
| Financial Avengers, Inc. | 611 | $50.7K | 0.02% | +4+0.7% | Added |
| Avion Wealth | 630 | $52.0K | 0.01% | −103−14.1% | Reduced |
| Entrust Financial LLC | 637 | $52.8K | 0.04% | +637 | New |
| First Horizon Corp | 650 | $53.9K | 0.00% | −13−2.0% | Reduced |
| Valley National Advisers Inc | 655 | $54.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 704 | $58.4K | 0.01% | +82+13.2% | Added |
| True Wealth Design, LLC | 716 | $59.4K | 0.02% | +56+8.5% | Added |
| Caldwell Trust Co | 725 | $60.1K | 0.01% | +725 | New |
| Eastern Bank | 735 | $61.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 748 | $62.0K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 748 | $62.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 754 | $62.6K | 0.00% | +27+3.7% | Added |
| Rothschild Investment LLC | 780 | $64.7K | 0.00% | +104+15.4% | Added |
| NCP Inc. | 804 | $66.7K | 0.05% | +804 | New |
| Parvin Asset Management, LLC | 820 | $68.0K | 0.05% | −12−1.4% | Reduced |
| Safe Harbor Fiduciary, LLC | 824 | $68.4K | 0.06% | +824 | New |
| Onefund, LLC | 843 | $69.9K | 0.04% | +47+5.9% | Added |
| Ostrum Asset Management | 900 | $74.7K | 0.00% | −300−25.0% | Reduced |
| Eurizon SLJ Capital Ltd | 906 | $75.2K | 0.03% | +906 | New |
| Bank of New Hampshire | 910 | $75.5K | 0.02% | +115+14.5% | Added |
| Ronald Blue Trust, Inc. | 932 | $77.3K | 0.00% | −767−45.1% | Reduced |
| Lavaca Capital LLC | 961 | $79.7K | 0.01% | −140−12.7% | Reduced |
| ORG Partners LLC | 966 | $80.1K | 0.01% | −92−8.7% | Reduced |
| Rosenberg Matthew Hamilton | 970 | $80.5K | 0.02% | −152−13.5% | Reduced |
| Addison Advisors LLC | 972 | $80.6K | 0.02% | −14−1.4% | Reduced |
| Elyxium Wealth, LLC | 1,004 | $83.3K | 0.02% | +1,004 | New |
| Cromwell Holdings LLC | 999 | $83.7K | 0.05% | +138+16.0% | Added |
| Exchange Traded Concepts, LLC | 1,011 | $83.9K | 0.00% | −2,704−72.8% | Reduced |