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 7 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 |
|---|---|---|---|---|---|
| Ossiam | 12,649 | $1.05M | 0.02% | +6,342+100.6% | Added |
| E. Ohman J:or Asset Management AB | 12,703 | $1.05M | 0.02% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 12,737 | $1.06M | 0.04% | +1,261+11.0% | Added |
| Highline Wealth Partners LLC | 12,891 | $1.07M | 0.30% | −2,308−15.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 13,089 | $1.09M | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13,109 | $1.09M | 0.02% | +6,073+86.3% | Added |
| Focus Financial Network, Inc. | 13,201 | $1.11M | 0.04% | +203+1.6% | Added |
| Natixis | 13,372 | $1.11M | 0.00% | −27,549−67.3% | Reduced |
| Crescent Grove Advisors, LLC | 13,255 | $1.11M | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 13,505 | $1.12M | 0.03% | +8,350+162.0% | Added |
| Metis Global Partners, LLC | 13,530 | $1.12M | 0.03% | −840−5.8% | Reduced |
| NewEdge Wealth, LLC | 13,702 | $1.14M | 0.01% | +1,818+15.3% | Added |
| Toroso Investments, LLC | 13,742 | $1.14M | 0.00% | +6,543+90.9% | Added |
| New Mexico Educational Retirement Board | 13,840 | $1.15M | 0.03% | +500+3.7% | Added |
| Pensionmark Financial Group, LLC | 13,880 | $1.15M | 0.02% | +2,686+24.0% | Added |
| Roman Butler Fullerton & Co | 12,382 | $1.16M | 0.30% | −468−3.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,044 | $1.16M | 0.06% | −525−3.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,149 | $1.17M | 0.01% | −280−1.9% | Reduced |
| Maryland State Retirement & Pension System | 14,259 | $1.18M | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 14,452 | $1.20M | 0.01% | +468+3.3% | Added |
| Nomura Holdings Inc | 14,831 | $1.23M | 0.00% | −121−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 14,849 | $1.23M | 0.04% | +159+1.1% | Added |
| Snowden Capital Advisors LLC | 14,729 | $1.23M | 0.03% | −160−1.1% | Reduced |
| Summit Trail Advisors, LLC | 14,981 | $1.25M | 0.02% | +216+1.5% | Added |
| Louisiana State Employees Retirement System | 15,100 | $1.25M | 0.02% | −400−2.6% | Reduced |
| LDR Capital Management LLC | 15,160 | $1.26M | 1.74% | +4,087+36.9% | Added |
| One Charles Private Wealth Services, LLC | 15,174 | $1.26M | 0.33% | −192−1.2% | Reduced |
| Stevens Capital Management LP | 15,214 | $1.26M | 0.44% | +15,214 | New |
| Community Bank of Raymore | 15,241 | $1.26M | 0.86% | +950+6.6% | Added |
| Robeco Institutional Asset Management B.V. | 15,697 | $1.30M | 0.00% | +972+6.6% | Added |
| King Luther Capital Management Corp | 15,929 | $1.32M | 0.01% | −281−1.7% | Reduced |
| Brown Advisory Inc | 16,019 | $1.33M | 0.00% | +176+1.1% | Added |
| Crossmark Global Holdings, Inc. | 16,028 | $1.33M | 0.02% | +1,009+6.7% | Added |
| Commerce Bank | 16,184 | $1.34M | 0.01% | −70.0% | Reduced |
| Abn Amro Investment Solutions | 16,217 | $1.35M | 0.02% | +11,373+234.8% | Added |
| IHT Wealth Management, LLC | 16,329 | $1.35M | 0.03% | +39+0.2% | Added |
| J.W. Cole Advisors, Inc. | 30,857 | $1.36M | 0.03% | −2,739−8.2% | Reduced |
| Claro Advisors LLC | 16,515 | $1.37M | 0.19% | +302+1.9% | Added |
| Capital Financial Group Inc | 16,995 | $1.41M | 0.79% | +16,995 | New |
| Madison Asset Management, LLC | 17,052 | $1.41M | 0.02% | −908−5.1% | Reduced |
| Hartford Investment Management Co | 17,080 | $1.42M | 0.04% | −220−1.3% | Reduced |
| Park Avenue Securities LLC | 17,260 | $1.43M | 0.01% | −2,260−11.6% | Reduced |
| MAI Capital Management | 17,290 | $1.43M | 0.01% | +8,625+99.5% | Added |
| Trust Investment Advisors | 17,311 | $1.44M | 0.76% | −17−0.1% | Reduced |
| Sterling Capital Management LLC | 17,394 | $1.44M | 0.02% | −746−4.1% | Reduced |
| Osmosis Investment Management UK Ltd | 17,530 | $1.47M | 0.04% | +17,530 | New |
| Horizon Kinetics Asset Management LLC | 18,405 | $1.53M | 0.02% | −1,050−5.4% | Reduced |
| Kentucky Retirement Systems | 18,420 | $1.53M | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,531 | $1.54M | 0.03% | −230−1.2% | Reduced |
| Flputnam Investment Management Co | 18,706 | $1.55M | 0.02% | −40−0.2% | Reduced |
| Pensionfund Sabic | 18,800 | $1.56M | 0.42% | +700+3.9% | Added |
| Kentucky Trust Co | 19,065 | $1.58M | 0.84% | −205−1.1% | Reduced |
| DoubleLine ETF Adviser LP | 19,075 | $1.58M | 0.47% | +692+3.8% | Added |
| Cascade Investment Group, Inc. | 19,231 | $1.60M | 1.06% | −1,255−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 19,732 | $1.64M | 0.02% | +2,955+17.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 19,717 | $1.64M | 0.16% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 19,856 | $1.65M | 0.83% | +110+0.6% | Added |
| Inspire Trust Co, N.A. | 20,000 | $1.66M | 0.27% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 19,794 | $1.66M | 0.22% | −3,211−14.0% | Reduced |
| Tema ETFs LLC | 20,099 | $1.67M | 0.13% | −2,296−10.3% | Reduced |
| Gables Capital Management Inc. | 20,292 | $1.68M | 0.71% | −500−2.4% | Reduced |
| Meridian Wealth Advisors, LLC | 20,314 | $1.69M | 0.23% | +20,314 | New |
| GeoWealth Management, LLC | 20,396 | $1.69M | 0.06% | −3,023−12.9% | Reduced |
| Merit Financial Group, LLC | 20,670 | $1.71M | 0.01% | +740+3.7% | Added |
| Everence Capital Management Inc | 20,717 | $1.72M | 0.10% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 20,900 | $1.73M | 0.01% | −1,481−6.6% | Reduced |
| Fiduciary Trust Co | 21,238 | $1.76M | 0.02% | −85−0.4% | Reduced |
| KCM Investment Advisors LLC | 21,310 | $1.77M | 0.06% | −17−0.1% | Reduced |
| CWM, LLC | 21,611 | $1.79M | 0.00% | +9,872+84.1% | Added |
| IMC-Chicago, LLC | 21,647 | $1.80M | 0.03% | +7,036+48.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 21,856 | $1.81M | 0.08% | +5,518+33.8% | Added |
| F/M Investments LLC | 22,020 | $1.83M | 0.07% | −1,086−4.7% | Reduced |
| Ancora Advisors, LLC | 22,048 | $1.83M | 0.04% | −406−1.8% | Reduced |
| Tudor Investment Corp Et Al | 22,190 | $1.84M | 0.01% | +22,190 | New |
| Benjamin Edwards Inc | 22,382 | $1.86M | 0.02% | −66−0.3% | Reduced |
| HighPoint Advisor Group LLC | 22,402 | $1.86M | 0.04% | +5,979+36.4% | Added |
| Mizuho Securities USA LLC | 21,523 | $1.86M | 0.03% | +12+0.1% | Added |
| Allstate Corp | 22,427 | $1.86M | 0.03% | +11,492+105.1% | Added |
| Stock Yards Bank & Trust Co | 22,467 | $1.86M | 0.06% | −580−2.5% | Reduced |
| Avanza Fonder AB | 22,699 | $1.88M | 0.05% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 22,723 | $1.88M | 0.40% | −1,662−6.8% | Reduced |
| Fifth Third Bancorp | 22,790 | $1.89M | 0.01% | +628+2.8% | Added |
| CoreFirst Bank & Trust | 22,839 | $1.89M | 1.02% | −1,240−5.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,954 | $1.90M | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 23,018 | $1.91M | 0.00% | +4,943+27.3% | Added |
| Capital Investment Advisors, LLC | 23,074 | $1.91M | 0.03% | −153−0.7% | Reduced |
| Nepsis, Inc. | 23,088 | $1.92M | 0.59% | −854−3.6% | Reduced |
| Sippican Capital Advisors | 23,277 | $1.93M | 1.24% | −255−1.1% | Reduced |
| Westpac Banking Corp | 23,370 | $1.94M | 0.12% | +4,914+26.6% | Added |
| Inceptionr LLC | 23,512 | $1.95M | 0.54% | +10,787+84.8% | Added |
| Pasadena Private Wealth, LLC | 23,564 | $1.95M | 0.27% | +23,564 | New |
| Wolverine Asset Management LLC | 23,832 | $1.98M | 0.03% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 24,272 | $2.01M | 0.05% | +24,272 | New |
| US Bancorp | 24,427 | $2.03M | 0.00% | −1,783−6.8% | Reduced |
| Investment Management Corp of Ontario | 24,989 | $2.07M | 0.03% | +11,080+79.7% | Added |
| GWM Advisors LLC | 25,126 | $2.08M | 0.01% | −2,946−10.5% | Reduced |
| PFG Investments, LLC | 25,306 | $2.10M | 0.10% | +1,390+5.8% | Added |
| Shelton Capital Management | 25,663 | $2.13M | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 21,215 | $2.14M | 0.01% | +714+3.5% | Added |
| Agf Management Ltd | 26,236 | $2.18M | 0.01% | +4,051+18.3% | Added |