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 |
|---|---|---|---|---|---|
| Cardinal Point Capital Management, ULC | 7,610 | $637.8K | 0.04% | −590−7.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,721 | $640.5K | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,725 | $640.8K | 0.01% | −621−7.4% | Reduced |
| Arkadios Wealth Advisors | 7,748 | $642.7K | 0.01% | +4,471+136.4% | Added |
| Mindset Wealth Management, LLC | 7,748 | $642.7K | 0.17% | +384+5.2% | Added |
| Independence Bank of Kentucky | 7,749 | $642.8K | 0.08% | +25+0.3% | Added |
| Archer Investment Corp | 7,800 | $647.0K | 0.15% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 7,885 | $654.1K | 0.09% | +7,885 | New |
| Bailard, Inc. | 7,942 | $658.8K | 0.01% | −7−0.1% | Reduced |
| MUFG Securities Americas Inc. | 7,963 | $660.5K | 0.04% | −10.0% | Reduced |
| RNC Capital Management LLC | 8,000 | $663.6K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,037 | $666.7K | 0.03% | −6,160−43.4% | Reduced |
| Axxcess Wealth Management, LLC | 8,086 | $670.7K | 0.01% | −2,456−23.3% | Reduced |
| Colonial River Wealth Management, LLC | 8,086 | $670.7K | 0.24% | −463−5.4% | Reduced |
| Strait & Sound Wealth Management LLC | 8,127 | $674.1K | 0.25% | −1,389−14.6% | Reduced |
| Rik Saylor Financial, Inc. | 8,166 | $677.3K | 0.50% | −50−0.6% | Reduced |
| AE Wealth Management LLC | 8,245 | $683.9K | 0.00% | −5,321−39.2% | Reduced |
| Bramshill Investments, LLC | 8,296 | $688.2K | 0.04% | +55+0.7% | Added |
| Vident Advisory, LLC | 8,522 | $706.9K | 0.01% | −1,035−10.8% | Reduced |
| Callan Family Office, LLC | 8,622 | $715.2K | 0.02% | +2,556+42.1% | Added |
| Herold Advisors, Inc. | 8,650 | $717.5K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 8,693 | $721.1K | 0.01% | −284−3.2% | Reduced |
| Mechanics Bank Trust Department | 8,829 | $732.4K | 0.10% | +3,736+73.4% | Added |
| Arista Wealth Management, LLC | 8,845 | $733.7K | 0.09% | −3,456−28.1% | Reduced |
| Savant Capital, LLC | 8,949 | $742.3K | 0.00% | −448−4.8% | Reduced |
| Future Financial Wealth Managment LLC | 8,056 | $744.0K | 0.50% | −343−4.1% | Reduced |
| Founders Financial Alliance, LLC | 8,977 | $744.6K | 0.14% | +21+0.2% | Added |
| Atomi Financial Group, Inc. | 9,018 | $748.0K | 0.02% | +4,950+121.7% | Added |
| V-Square Quantitative Management LLC | 9,178 | $761.3K | 0.08% | +9,178 | New |
| Atlantic Union Bankshares Corp | 9,269 | $768.9K | 0.01% | −193−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 9,273 | $769.2K | 0.00% | −841−8.3% | Reduced |
| Wedbush Securities Inc | 9,294 | $771.0K | 0.02% | +1,037+12.6% | Added |
| Diversify Advisory Services, LLC | 8,037 | $771.0K | 0.02% | −7,656−48.8% | Reduced |
| Advisors Capital Management, LLC | 9,314 | $772.6K | 0.01% | +3,898+72.0% | Added |
| Independent Financial Group, LLC | 9,316 | $772.8K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 9,321 | $773.2K | 0.09% | +69+0.7% | Added |
| Havemeyer Place LP | 9,388 | $778.7K | 0.15% | +9,388 | New |
| Verus Capital Partners, LLC | 9,434 | $782.6K | 0.05% | +24+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 9,440 | $783.0K | 0.09% | −2,272−19.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,445 | $783.5K | 0.01% | +31+0.3% | Added |
| Atwood & Palmer Inc | 9,464 | $785.0K | 0.04% | +10+0.1% | Added |
| Davenport & Co LLC | 9,479 | $786.5K | 0.00% | +108+1.2% | Added |
| Beacon Investment Advisors LLC | 9,570 | $793.9K | 0.32% | −229−2.3% | Reduced |
| Brinker Capital Investments, LLC | 9,584 | $795.0K | 0.01% | +1,145+13.6% | Added |
| Capital Investment Advisory Services, LLC | 9,639 | $799.5K | 0.06% | −45−0.5% | Reduced |
| Apollon Wealth Management, LLC | 9,749 | $808.7K | 0.01% | −761−7.2% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 9,791 | $816.2K | 0.02% | +9,791 | New |
| Smith Group Asset Management, LLC | 10,000 | $829.5K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,026 | $831.7K | 0.01% | +3,556+55.0% | Added |
| North Dakota State Investment Board | 10,059 | $834.4K | 0.03% | +10,059 | New |
| Oddo BHF Asset Management SAS | 10,064 | $834.8K | 0.03% | −2,212−18.0% | Reduced |
| Guardian Asset Advisors, LLC | 10,225 | $848.2K | 0.44% | −293−2.8% | Reduced |
| Plimoth Trust Co LLC | 10,328 | $856.7K | 0.19% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 10,408 | $863.3K | 0.00% | +10,408 | New |
| Schroder Investment Management Group | 10,430 | $865.2K | 0.00% | −2,649−20.3% | Reduced |
| Leonteq Securities AG | 10,467 | $868.2K | 0.05% | +7,865+302.3% | Added |
| Omers Administration Corp | 10,475 | $868.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 10,503 | $871.2K | 0.34% | +10,503 | New |
| Beacon Financial Advisory LLC | 10,543 | $874.6K | 0.20% | −3,293−23.8% | Reduced |
| Unifi Asset Management LP | 10,593 | $878.7K | 0.95% | +10,593 | New |
| Wellington Shields & Co., LLC | 10,643 | $882.8K | 0.22% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 10,745 | $891.0K | 0.03% | −10−0.1% | Reduced |
| Moody National Bank Trust Division | 10,812 | $896.9K | 0.09% | −8,130−42.9% | Reduced |
| Banque Cantonale Vaudoise | 10,812 | $897.0K | 0.03% | −21,752−66.8% | Reduced |
| J.M. Arbour, LLC | 10,860 | $900.9K | 0.90% | +10,860 | New |
| Cary Street Partners Financial LLC | 10,876 | $902.2K | 0.02% | −901−7.7% | Reduced |
| Glenview Trust Co | 11,000 | $912.5K | 0.01% | 00.0% | Unchanged |
| Cynosure Management, LLC | 11,000 | $912.5K | 0.09% | +6,301+134.1% | Added |
| Level Four Advisory Services, LLC | 11,043 | $916.0K | 0.03% | +713+6.9% | Added |
| Truvestments Capital LLC | 11,109 | $921.5K | 0.17% | −389−3.4% | Reduced |
| Coppell Advisory Solutions LLC | 11,071 | $922.9K | 0.09% | +61+0.6% | Added |
| Crestwood Advisors Group LLC | 11,243 | $932.6K | 0.02% | +7,839+230.3% | Added |
| Burling Wealth Partners, LLC | 11,268 | $934.7K | 0.15% | −124−1.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,308 | $938.0K | 0.38% | −58−0.5% | Reduced |
| Bleakley Financial Group, LLC | 11,403 | $945.9K | 0.02% | +709+6.6% | Added |
| Spire Wealth Management | 11,473 | $951.6K | 0.03% | −2,523−18.0% | Reduced |
| Wealthcare Advisory Partners LLC | 11,509 | $954.7K | 0.02% | −1,216−9.6% | Reduced |
| Delta Capital Management LLC | 11,610 | $963.0K | 0.54% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 9,356 | $963.2K | 0.10% | +57+0.6% | Added |
| Kinneret Advisory, LLC | 11,528 | $966.5K | 0.08% | −315−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,685 | $969.3K | 0.00% | −7−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 11,697 | $970.3K | 0.01% | −18,453−61.2% | Reduced |
| Kessler Investment Group, LLC | 11,703 | $970.8K | 0.41% | −59−0.5% | Reduced |
| Advisory Services Network, LLC | 11,724 | $972.5K | 0.01% | −425−3.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,764 | $975.8K | 0.05% | +5,444+86.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,200 | $977.0K | 0.14% | +10,200 | New |
| Verdence Capital Advisors LLC | 11,791 | $978.1K | 0.06% | −8,941−43.1% | Reduced |
| HB Wealth Management, LLC | 11,827 | $981.1K | 0.01% | −1,359−10.3% | Reduced |
| RSM US Wealth Management LLC | 11,800 | $983.6K | 0.01% | −2,038−14.7% | Reduced |
| EP Wealth Advisors, LLC | 11,863 | $984.0K | 0.01% | +11,863 | New |
| Abbot Financial Management, Inc. | 11,877 | $985.2K | 0.41% | +325+2.8% | Added |
| Segall Bryant & Hamill, LLC | 12,009 | $996.1K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,034 | $998.2K | 0.03% | +178+1.5% | Added |
| Widmann Financial Services, Inc. | 12,110 | $1.00M | 0.61% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 12,122 | $1.01M | 0.01% | +6,469+114.4% | Added |
| Assenagon Asset Management S.A. | 12,202 | $1.01M | 0.00% | +478+4.1% | Added |
| Wiregrass Investment Management LLC | 12,284 | $1.02M | 0.85% | +12,284 | New |
| Comprehensive Money Management Services LLC | 12,360 | $1.03M | 0.71% | −1,200−8.8% | Reduced |
| Reik & Co., LLC | 12,480 | $1.04M | 0.28% | −1,500−10.7% | Reduced |
| HM Payson & Co | 12,526 | $1.04M | 0.01% | 00.0% | Unchanged |