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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 4,422 | $366.8K | 0.01% | −333−7.0% | Reduced |
| Quest Investment Management LLC | 4,428 | $367.3K | 0.04% | +7+0.2% | Added |
| Teamwork Financial Advisors, LLC | 4,453 | $369.4K | 0.04% | −16−0.4% | Reduced |
| Gsa Capital Partners LLP | 4,456 | $370.0K | 0.03% | +4,456 | New |
| Hancock Whitney Corp | 4,461 | $370.0K | 0.01% | −68−1.5% | Reduced |
| Essex Savings Bank | 4,495 | $372.9K | 0.08% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,503 | $373.5K | 0.01% | −17−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 4,521 | $375.0K | 0.01% | −3,171−41.2% | Reduced |
| GAMMA Investing LLC | 4,530 | $375.8K | 0.02% | −1,967−30.3% | Reduced |
| Integrity Alliance, LLC. | 4,545 | $377.0K | 0.01% | −329−6.8% | Reduced |
| Augustine Asset Management Inc | 4,596 | $381.2K | 0.08% | −204−4.3% | Reduced |
| DRW Securities, LLC | 4,607 | $382.1K | 0.03% | −9,807−68.0% | Reduced |
| SRS Capital Advisors, Inc. | 4,624 | $383.6K | 0.01% | −3,859−45.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 4,670 | $387.4K | 0.25% | −3,395−42.1% | Reduced |
| JB Capital LLC | 4,671 | $387.5K | 0.02% | +4,671 | New |
| Prelude Capital Management, LLC | 4,674 | $387.7K | 0.03% | +4,674 | New |
| Horizon Investments, LLC | 4,680 | $388.2K | 0.00% | +144+3.2% | Added |
| Norden Group LLC | 4,681 | $388.3K | 0.04% | +4,681 | New |
| High Net Worth Advisory Group LLC | 4,692 | $389.2K | 0.09% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 4,742 | $393.3K | 0.04% | +4,742 | New |
| TD Waterhouse Canada Inc. | 4,755 | $394.2K | 0.00% | −1,047−18.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,755 | $394.4K | 0.01% | +2,378+100.0% | Added |
| Linscomb & Williams, Inc. | 4,757 | $394.6K | 0.02% | −212−4.3% | Reduced |
| Lighthouse Investment Partners, LLC | 4,780 | $396.5K | 0.01% | −58,220−92.4% | Reduced |
| Welch Group, LLC | 4,781 | $396.6K | 0.02% | +250+5.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,795 | $397.7K | 0.01% | −1,887−28.2% | Reduced |
| RMB Capital Management, LLC | 4,809 | $403.1K | 0.01% | +388+8.8% | Added |
| GF Fund Management Co. Ltd. | 4,894 | $406.0K | 0.01% | +53+1.1% | Added |
| Smith Asset Management Co., LLC | 4,921 | $408.2K | 0.34% | −294−5.6% | Reduced |
| Perfromance Wealth Partners, LLC | 4,939 | $409.7K | 0.01% | 00.0% | Unchanged |
| M&G Plc | 4,963 | $411.9K | 0.00% | +4,963 | New |
| Skopos Labs, Inc. | 4,987 | $412.1K | 0.02% | +1,887+60.9% | Added |
| NorthStar Asset Management LLC | 5,015 | $416.0K | 0.19% | 00.0% | Unchanged |
| Estabrook Capital Management | 5,025 | $416.8K | 0.06% | −312−5.8% | Reduced |
| Cfo Capital Management LLC | 5,039 | $418.0K | 0.31% | +5,039 | New |
| Atalanta Sosnoff Capital, LLC | 5,065 | $420.1K | 0.01% | −160−3.1% | Reduced |
| Prudential PLC | 5,066 | $420.2K | 0.00% | −72,506−93.5% | Reduced |
| Profund Advisors LLC | 5,087 | $422.0K | 0.01% | +797+18.6% | Added |
| Kapstone Financial Advisors LLC | 5,095 | $422.6K | 0.21% | −100−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 5,095 | $422.7K | 0.01% | −8−0.2% | Reduced |
| Syon Capital LLC | 5,105 | $423.4K | 0.02% | +1,201+30.8% | Added |
| Stratos Wealth Partners, LTD. | 5,159 | $428.0K | 0.00% | +12+0.2% | Added |
| Valued Retirements, Inc. | 5,190 | $430.5K | 0.42% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,294 | $439.2K | 0.03% | +5,294 | New |
| PEAK6 LLC | 5,317 | $441.0K | 0.01% | +5,317 | New |
| Financial Management Professionals, Inc. | 5,265 | $441.3K | 0.05% | −8−0.2% | Reduced |
| Aprio Wealth Management, LLC | 5,385 | $446.7K | 0.03% | +2,832+110.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,387 | $447.0K | 0.10% | +5,387 | New |
| Resources Investment Advisors, LLC. | 5,494 | $455.7K | 0.00% | −300−5.2% | Reduced |
| Fidelis Capital Partners, LLC | 5,551 | $460.5K | 0.03% | −162−2.8% | Reduced |
| Garden State Investment Advisory Services LLC | 5,505 | $461.3K | 0.11% | 00.0% | Unchanged |
| Washington Trust Co | 5,586 | $463.3K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,605 | $464.9K | 0.01% | −110−1.9% | Reduced |
| Entropy Technologies, LP | 5,614 | $465.7K | 0.03% | +5,614 | New |
| D. E. Shaw & Co., Inc. | 5,756 | $477.5K | 0.00% | −138,283−96.0% | Reduced |
| Oppenheimer & Co Inc | 5,765 | $478.2K | 0.01% | −3,226−35.9% | Reduced |
| Principal Securities, Inc. | 5,812 | $482.1K | 0.01% | +258+4.6% | Added |
| Somerset Trust Co | 5,827 | $483.4K | 0.15% | +42+0.7% | Added |
| Pinnacle Family Advisors, LLC | 5,849 | $485.1K | 0.21% | +23+0.4% | Added |
| West Wealth Group, LLC | 5,850 | $485.3K | 0.10% | +299+5.4% | Added |
| Evergreen Capital Management LLC | 5,835 | $487.6K | 0.01% | +2,504+75.2% | Added |
| Sheets Smith Wealth Management | 5,988 | $496.7K | 0.05% | +78+1.3% | Added |
| Quadrant Capital Group LLC | 6,073 | $503.8K | 0.02% | −531−8.0% | Reduced |
| Essex Financial Services, Inc. | 6,108 | $506.6K | 0.03% | −1,739−22.2% | Reduced |
| Advisory Advocates, LLC | 6,145 | $509.7K | 0.51% | +6,145 | New |
| Integrated Advisors Network LLC | 6,238 | $517.4K | 0.02% | −1,156−15.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,292 | $521.9K | 0.02% | −40−0.6% | Reduced |
| Group One Trading, L.P. | 6,294 | $522.1K | 0.02% | −3,189−33.6% | Reduced |
| Golden State Equity Partners | 6,341 | $526.0K | 0.08% | −94−1.5% | Reduced |
| Huntington National Bank | 6,348 | $526.6K | 0.00% | +635+11.1% | Added |
| Columbia Asset Management | 6,392 | $530.2K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 6,404 | $531.2K | 0.00% | −4,665−42.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,457 | $535.6K | 0.02% | +1,570+32.1% | Added |
| TCG Advisory Services, LLC | 6,473 | $537.0K | 0.01% | −5,292−45.0% | Reduced |
| Checchi Capital Advisers, LLC | 6,513 | $540.3K | 0.04% | −436−6.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,516 | $540.5K | 0.01% | −863−11.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 6,525 | $541.2K | 0.14% | −1,307−16.7% | Reduced |
| AlphaGrep UK Ltd | 6,538 | $542.3K | 0.18% | +6,538 | New |
| Integrated Wealth Concepts LLC | 6,538 | $542.3K | 0.01% | −1,134−14.8% | Reduced |
| CX Institutional | 6,546 | $543.0K | 0.02% | −4,700−41.8% | Reduced |
| Ballentine Partners, LLC | 6,556 | $543.8K | 0.01% | −604−8.4% | Reduced |
| Summit Financial, LLC | 6,680 | $559.7K | 0.01% | −5,031−43.0% | Reduced |
| Cresset Asset Management, LLC | 6,711 | $562.5K | 0.00% | +2,907+76.4% | Added |
| Beacon Pointe Advisors, LLC | 6,971 | $578.3K | 0.00% | −2,042−22.7% | Reduced |
| Fiduciary Group LLC | 7,000 | $580.6K | 0.05% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,011 | $581.5K | 0.07% | −377−5.1% | Reduced |
| TBH Global Asset Management, LLC | 7,118 | $590.4K | 0.10% | −36−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 6,316 | $591.1K | 0.01% | +974+18.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,095 | $594.7K | 0.01% | −150−2.1% | Reduced |
| We Are One Seven, LLC | 7,169 | $594.7K | 0.01% | +100+1.4% | Added |
| Centaurus Financial, Inc. | 7,215 | $599.0K | 0.03% | +198+2.8% | Added |
| Coldstream Capital Management Inc | 7,317 | $607.0K | 0.01% | −189−2.5% | Reduced |
| Princeton Capital Management LLC | 7,401 | $613.9K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,411 | $614.8K | 0.01% | +1,889+34.2% | Added |
| Harbour Investments, Inc. | 7,422 | $615.6K | 0.01% | −1,778−19.3% | Reduced |
| Mathes Company, Inc. | 7,550 | $626.0K | 0.22% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,628 | $632.7K | 0.02% | +193+2.6% | Added |
| Prospera Financial Services Inc | 7,630 | $633.1K | 0.01% | +1,710+28.9% | Added |
| Paradigm Financial Partners, LLC | 7,648 | $634.4K | 0.06% | −92−1.2% | Reduced |
| Massmutual Trust Co FSB | 7,648 | $634.4K | 0.02% | +225+3.0% | Added |