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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 2,972 | $249.1K | 0.02% | +17+0.6% | Added |
| Atria Investments LLC | 3,006 | $249.4K | 0.00% | −517−14.7% | Reduced |
| Southland Equity Partners LLC | 3,018 | $250.4K | 0.05% | −78−2.5% | Reduced |
| Advisors Management Group Inc | 3,037 | $252.0K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 3,047 | $252.7K | 0.00% | +3,047 | New |
| Seelaus Asset Management LLC | 3,050 | $253.0K | 0.20% | +150+5.2% | Added |
| Montag A & Associates Inc | 3,019 | $253.0K | 0.01% | −5,569−64.8% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,055 | $253.4K | 0.01% | +3,055 | New |
| Crown Wealth Group, LLC | 3,061 | $253.9K | 0.07% | −728−19.2% | Reduced |
| National Asset Management, Inc. | 3,080 | $255.5K | 0.01% | +132+4.5% | Added |
| Tiaa Trust, National Association | 3,087 | $256.1K | 0.00% | −3−0.1% | Reduced |
| Mather Group, LLC. | 3,101 | $257.2K | 0.00% | +619+24.9% | Added |
| American Investment Services, Inc. | 3,103 | $257.4K | 0.06% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,112 | $258.1K | 0.06% | −6−0.2% | Reduced |
| GTS Securities LLC | 3,119 | $258.7K | 0.01% | +970+45.1% | Added |
| IFP Advisors, Inc | 3,121 | $258.9K | 0.01% | +921+41.9% | Added |
| Keystone Wealth Services, LLC | 3,127 | $259.4K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,130 | $259.6K | 0.00% | −261−7.7% | Reduced |
| Fortis Capital Management LLC | 3,137 | $260.2K | 0.03% | +19+0.6% | Added |
| Kavar Capital Partners Group, LLC | 3,150 | $262.6K | 0.04% | −500−13.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,199 | $265.4K | 0.05% | −19−0.6% | Reduced |
| E&G Advisors, LP | 3,200 | $265.4K | 0.06% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,236 | $268.4K | 0.02% | −79−2.4% | Reduced |
| Symphony Financial, Ltd. Co. | 3,248 | $270.5K | 0.04% | −3,284−50.3% | Reduced |
| Vise Technologies, Inc. | 3,270 | $271.2K | 0.01% | +3,270 | New |
| Foster & Motley Inc | 3,283 | $272.0K | 0.01% | 00.0% | Unchanged |
| Destination Wealth Management | 3,282 | $272.2K | 0.01% | +498+17.9% | Added |
| Perigon Wealth Management, LLC | 3,297 | $273.5K | 0.00% | −56−1.7% | Reduced |
| Davis R M Inc | 3,318 | $275.2K | 0.00% | −1,300−28.2% | Reduced |
| Richmond Investment Services, LLC | 3,325 | $275.8K | 0.05% | +5+0.2% | Added |
| Kovack Advisors, Inc. | 3,339 | $277.0K | 0.01% | +3,339 | New |
| Miracle Mile Advisors, LLC | 3,346 | $277.6K | 0.00% | −4,425−56.9% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $277.9K | 0.05% | 00.0% | Unchanged |
| Severin Investments, LLC | 3,377 | $280.2K | 0.25% | −258−7.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,383 | $280.6K | 0.00% | +427+14.4% | Added |
| Gaddis Premier Wealth Advisors LLC | 3,426 | $284.1K | 0.22% | +3,426 | New |
| Ofi Invest Asset Management | 3,444 | $285.7K | 0.00% | +3,444 | New |
| Sagespring Wealth Partners, LLC | 3,445 | $285.8K | 0.01% | +802+30.3% | Added |
| Sivia Capital Partners, LLC | 3,451 | $286.3K | 0.06% | +3,451 | New |
| Penobscot Investment Management Company, Inc. | 3,490 | $289.5K | 0.02% | −4,200−54.6% | Reduced |
| Philadelphia Trust Co | 3,500 | $290.0K | 0.02% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,500 | $290.3K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,348 | $291.4K | 0.01% | +191+6.1% | Added |
| Panagora Asset Management Inc | 3,524 | $292.3K | 0.00% | 00.0% | Unchanged |
| Monument Capital Management | 3,545 | $294.1K | 0.07% | −2,694−43.2% | Reduced |
| Cetera Trust Company, N.A | 3,585 | $297.4K | 0.16% | −75−2.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,591 | $297.9K | 0.01% | +555+18.3% | Added |
| Aire Advisors, LLC | 3,592 | $298.0K | 0.05% | +27+0.8% | Added |
| Ausdal Financial Partners, Inc. | 3,596 | $298.3K | 0.01% | +184+5.4% | Added |
| Blue Rock Wealth Management LLC | 3,600 | $298.6K | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,605 | $299.4K | 0.01% | +193+5.7% | Added |
| Dakota Wealth Management | 3,620 | $300.3K | 0.01% | +3,620 | New |
| NBC Securities, Inc. | 3,626 | $300.8K | 0.02% | −893−19.8% | Reduced |
| Meeder Advisory Services, Inc. | 3,634 | $301.5K | 0.01% | −479−11.6% | Reduced |
| Pathway Financial Advisers, LLC | 3,648 | $302.6K | 0.09% | −306−7.7% | Reduced |
| WealthCare Asset Management, LLC | 3,027 | $309.6K | 0.29% | +3,027 | New |
| Krilogy Financial LLC | 3,308 | $310.4K | 0.01% | +994+43.0% | Added |
| Armor Investment Advisors, LLC | 3,773 | $313.0K | 0.12% | −288−7.1% | Reduced |
| Secure Asset Management, LLC | 3,773 | $313.0K | 0.05% | −165−4.2% | Reduced |
| Ameritas Advisory Services, LLC | 3,786 | $314.1K | 0.01% | +3,213+560.7% | Added |
| Sculati Wealth Management, LLC | 3,795 | $314.8K | 0.11% | −25−0.7% | Reduced |
| Equitable Holdings, Inc. | 3,801 | $315.3K | 0.00% | −2,704−41.6% | Reduced |
| Ledgewood Wealth Advisors, LLC | 3,806 | $315.7K | 0.18% | 00.0% | Unchanged |
| Park National Corp | 3,838 | $318.4K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 3,845 | $318.9K | 0.00% | −348−8.3% | Reduced |
| Capital Square, LLC | 3,868 | $320.8K | 0.16% | +204+5.6% | Added |
| Capstone Investment Advisors, LLC | 3,901 | $323.6K | 0.00% | +3,901 | New |
| Envestnet Portfolio Solutions, Inc. | 3,907 | $324.1K | 0.00% | −981−20.1% | Reduced |
| Bogart Wealth, LLC | 3,919 | $325.1K | 0.01% | +7+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 3,967 | $329.0K | 0.06% | −181−4.4% | Reduced |
| Aptus Capital Advisors, LLC | 4,000 | $331.8K | 0.00% | +200+5.3% | Added |
| Strategic Financial Concepts, LLC | 4,000 | $331.8K | 0.30% | +4,000 | New |
| Cornerstone Wealth Group, LLC | 4,014 | $333.0K | 0.02% | −19−0.5% | Reduced |
| Signal Advisors Wealth, LLC | 4,023 | $333.7K | 0.03% | −1,024−20.3% | Reduced |
| Axis Wealth Partners, LLC | 4,031 | $334.4K | 0.18% | −7−0.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 4,050 | $335.9K | 0.10% | +4,050 | New |
| Natural Investments, LLC | 4,053 | $336.0K | 0.08% | +472+13.2% | Added |
| Koshinski Asset Management, Inc. | 4,063 | $337.0K | 0.02% | −1,045−20.5% | Reduced |
| SFG Wealth Management, LLC. | 4,063 | $337.0K | 0.13% | 00.0% | Unchanged |
| Putney Financial Group LLC | 4,079 | $338.4K | 0.32% | −280−6.4% | Reduced |
| Disciplined Equity Management, Inc. | 4,085 | $338.9K | 0.18% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,086 | $338.9K | 0.07% | −10−0.2% | Reduced |
| BDFS Capital LLC | 4,061 | $340.3K | 0.17% | +4,061 | New |
| Cornerstone Wealth Management, LLC | 4,120 | $341.8K | 0.02% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4,120 | $341.8K | 0.20% | +4,120 | New |
| International Assets Investment Management, LLC | 4,159 | $345.0K | 0.02% | −57−1.4% | Reduced |
| Wellington Grp LLC | 4,189 | $347.5K | 0.12% | +4,189 | New |
| Outlook Wealth Advisors, LLC | 4,215 | $349.7K | 0.08% | −2,905−40.8% | Reduced |
| Fisher Asset Management, LLC | 4,216 | $349.7K | 0.00% | −381−8.3% | Reduced |
| Howland Capital Management LLC | 4,174 | $349.8K | 0.01% | +1,447+53.1% | Added |
| NorthCrest Asset Manangement, LLC | 4,205 | $351.8K | 0.01% | +1,276+43.6% | Added |
| Ellevest, Inc. | 4,250 | $352.5K | 0.05% | −1,587−27.2% | Reduced |
| BCO Wealth Management LLC | 4,275 | $354.6K | 0.22% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,281 | $355.1K | 0.02% | −237−5.2% | Reduced |
| WealthBridge Capital Management, LLC | 4,291 | $355.9K | 0.08% | −20−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,335 | $359.6K | 0.02% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,342 | $360.0K | 0.11% | −197−4.3% | Reduced |
| Assetmark, Inc | 4,340 | $360.0K | 0.00% | +1,440+49.7% | Added |
| Ameliora Wealth Management Ltd. | 4,350 | $360.8K | 0.11% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 4,362 | $361.8K | 0.10% | −4,324−49.8% | Reduced |