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 |
|---|---|---|---|---|---|
| Wellington-Altus USA Inc. | 1,041 | $86.4K | 0.06% | +1,041 | New |
| Copeland Capital Management, LLC | 1,075 | $89.2K | 0.00% | +1,075 | New |
| Kozak & Associates, Inc. | 1,000 | $89.2K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,100 | $91.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,026 | $98.3K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 1,200 | $99.5K | 0.01% | −4−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,207 | $100.1K | 0.04% | −79−6.1% | Reduced |
| Root Financial Partners, LLC | 1,209 | $100.3K | 0.01% | −10−0.8% | Reduced |
| Toth Financial Advisory Corp | 1,229 | $101.9K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,230 | $102.0K | 0.06% | +170+16.0% | Added |
| HHM Wealth Advisors, LLC | 1,244 | $103.2K | 0.01% | −100−7.4% | Reduced |
| Central Trust Co | 1,252 | $103.9K | 0.00% | −400−24.2% | Reduced |
| Security National Bank | 1,254 | $104.0K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,277 | $105.9K | 0.02% | +1,277 | New |
| Silvant Capital Management LLC | 1,292 | $107.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,292 | $107.2K | 0.01% | +1,292 | New |
| Tower View Investment Management & Research LLC | 1,300 | $107.9K | 0.05% | −383−22.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,297 | $108.0K | 0.01% | +1,035+395.0% | Added |
| Versant Capital Management, Inc | 1,315 | $109.1K | 0.01% | −1,113−45.8% | Reduced |
| Vision Financial Markets LLC | 1,350 | $112.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,393 | $115.6K | 0.01% | −6,552−82.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $122.2K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $124.4K | 0.05% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,580 | $131.1K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,618 | $133.0K | 0.00% | −2−0.1% | Reduced |
| Los Angeles Capital Management LLC | 1,348 | $136.6K | 0.00% | +1,348 | New |
| Parkside Financial Bank & Trust | 1,690 | $140.2K | 0.01% | +415+32.5% | Added |
| NVWM, LLC | 1,699 | $141.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,704 | $141.3K | 0.01% | +401+30.8% | Added |
| Blue Bell Private Wealth Management, LLC | 1,707 | $141.6K | 0.02% | −184−9.7% | Reduced |
| SageView Advisory Group, LLC | 1,747 | $144.9K | 0.00% | +1,747 | New |
| SHP Wealth Management | 1,750 | $145.1K | 0.01% | +1,750 | New |
| Clearstead Advisors, LLC | 1,767 | $146.6K | 0.00% | +124+7.5% | Added |
| Whittier Trust Co | 1,741 | $147.8K | 0.00% | −156−8.2% | Reduced |
| Monetary Management Group Inc | 1,800 | $149.3K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 1,833 | $152.0K | 0.01% | +546+42.4% | Added |
| Coastline Trust Co | 1,856 | $154.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,923 | $159.5K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,952 | $161.9K | 0.01% | +429+28.2% | Added |
| Umb Bank N A | 1,970 | $163.4K | 0.00% | −496−20.1% | Reduced |
| Financial Perspectives, Inc | 2,000 | $165.9K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 2,025 | $168.0K | 0.01% | −295−12.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,069 | $171.6K | 0.00% | −56−2.6% | Reduced |
| UBS Asset Management Americas Inc | 2,080 | $172.5K | 0.00% | −3,159,509−99.9% | Reduced |
| Smartleaf Asset Management LLC | 2,080 | $173.4K | 0.01% | −25−1.2% | Reduced |
| SJS Investment Consulting Inc. | 2,093 | $173.6K | 0.02% | +55+2.7% | Added |
| Brown Brothers Harriman & Co | 2,094 | $173.7K | 0.00% | +414+24.6% | Added |
| Heritage Wealth Advisors | 2,222 | $184.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,357 | $195.5K | 0.01% | +2,357 | New |
| Hutchens & Kramer Investment Management Group, LLC | 2,449 | $203.1K | 0.07% | +322+15.1% | Added |
| Spirepoint Private Client, LLC | 2,455 | $203.7K | 0.02% | +68+2.8% | Added |
| Bayforest Capital Ltd | 2,477 | $205.5K | 0.15% | +1,241+100.4% | Added |
| Personal Cfo Solutions, LLC | 2,528 | $209.7K | 0.03% | +78+3.2% | Added |
| Segment Wealth Management, LLC | 2,534 | $210.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 2,535 | $210.3K | 0.16% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,542 | $210.8K | 0.01% | −103−3.9% | Reduced |
| Samalin Investment Counsel, LLC | 2,578 | $213.8K | 0.08% | +15+0.6% | Added |
| Nwam LLC | 2,481 | $219.1K | 0.01% | −107−4.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,645 | $219.4K | 0.10% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,663 | $220.9K | 0.03% | +153+6.1% | Added |
| Walker Asset Management, LLC | 2,665 | $221.0K | 0.12% | +20+0.8% | Added |
| Keystone Financial Group | 2,679 | $222.2K | 0.02% | −1,000−27.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,692 | $223.3K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,695 | $223.6K | 0.00% | −271−9.1% | Reduced |
| Allen Investment Management LLC | 2,696 | $223.6K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,702 | $224.1K | 0.01% | +4+0.1% | Added |
| TCI Wealth Advisors, Inc. | 2,712 | $225.0K | 0.01% | +2,712 | New |
| Cooper Financial Group | 2,728 | $226.3K | 0.02% | −477−14.9% | Reduced |
| Savvy Advisors, Inc. | 2,743 | $227.6K | 0.01% | −18−0.7% | Reduced |
| Sowell Financial Services LLC | 2,744 | $227.6K | 0.01% | −306−10.0% | Reduced |
| Diversified Enterprises, LLC | 2,747 | $227.9K | 0.01% | +2,747 | New |
| Palacios Wealth Management, LLC | 2,755 | $228.5K | 0.17% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 2,562 | $230.7K | 0.06% | +40+1.6% | Added |
| Boston Private Wealth LLC | 2,785 | $231.0K | 0.01% | +56+2.1% | Added |
| Mission Wealth Management, LP | 2,786 | $231.1K | 0.00% | −469−14.4% | Reduced |
| Sound Income Strategies, LLC | 2,414 | $231.6K | 0.01% | +1,304+117.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,799 | $232.1K | 0.03% | +97+3.6% | Added |
| Investment House LLC | 2,800 | $232.3K | 0.01% | +100+3.7% | Added |
| Jordan Park Group LLC | 2,803 | $232.5K | 0.01% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 2,813 | $233.3K | 0.02% | −174−5.8% | Reduced |
| Premier Path Wealth Partners, LLC | 2,814 | $233.4K | 0.03% | −44−1.5% | Reduced |
| Continuum Advisory, LLC | 2,830 | $234.7K | 0.02% | +753+36.3% | Added |
| Beaumont Financial Advisors, LLC | 2,831 | $234.8K | 0.02% | +9+0.3% | Added |
| Citizens Business Bank | 2,849 | $236.3K | 0.04% | −1,090−27.7% | Reduced |
| Commerzbank Aktiengesellschaft | 2,854 | $237.0K | 0.00% | +574+25.2% | Added |
| BTC Capital Management, Inc. | 2,861 | $237.3K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,862 | $237.4K | 0.02% | +6+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 2,891 | $239.8K | 0.02% | −251−8.0% | Reduced |
| Cigna Investments Inc | 2,889 | $240.0K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,901 | $241.7K | 0.01% | +2,901 | New |
| Acadian Asset Management LLC | 2,928 | $242.0K | 0.00% | −59,488−95.3% | Reduced |
| Jefferies Financial Group Inc. | 2,942 | $244.0K | 0.00% | +925+45.9% | Added |
| Lecap Asset Management Ltd | 2,950 | $244.7K | 0.10% | +2,950 | New |
| Onyx Bridge Wealth Group LLC | 2,955 | $245.5K | 0.03% | −93−3.1% | Reduced |
| CWA Asset Management Group, LLC | 2,970 | $246.4K | 0.01% | −168−5.4% | Reduced |
| James Hambro & Partners | 2,972 | $246.4K | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 2,988 | $247.9K | 0.02% | +93+3.2% | Added |
| Diversify Wealth Management, LLC | 2,700 | $248.7K | 0.01% | +105+4.0% | Added |
| Clean Yield Group | 3,000 | $248.8K | 0.07% | −22−0.7% | Reduced |
| Asset Planning,Inc | 3,000 | $248.8K | 0.17% | 00.0% | Unchanged |