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 6 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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 29,850 | $2.48M | 0.13% | −4,378−12.8% | Reduced |
| Bessemer Group Inc | 28,651 | $2.38M | 0.00% | +19,601+216.6% | Added |
| Dumont & Blake Investment Advisors LLC | 28,597 | $2.37M | 0.57% | −1,299−4.3% | Reduced |
| Siemens Fonds Invest GmbH | 28,370 | $2.36M | 0.13% | −10,588−27.2% | Reduced |
| Public Employees Retirement Association of Colorado | 28,336 | $2.35M | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 27,806 | $2.31M | 0.23% | +6,652+31.4% | Added |
| Courier Capital LLC | 27,610 | $2.29M | 0.13% | −3,061−10.0% | Reduced |
| Aurora Investment Counsel | 27,420 | $2.27M | 1.20% | +1,243+4.7% | Added |
| Sage Capital Management, LLC | 27,210 | $2.26M | 1.04% | −1,995−6.8% | Reduced |
| Independent Advisor Alliance | 26,767 | $2.22M | 0.05% | +61+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,499 | $2.20M | 0.02% | −3,136−10.6% | Reduced |
| Agf Management Ltd | 26,236 | $2.18M | 0.01% | +4,051+18.3% | Added |
| Lido Advisors, LLC | 21,215 | $2.14M | 0.01% | +714+3.5% | Added |
| Shelton Capital Management | 25,663 | $2.13M | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 25,306 | $2.10M | 0.10% | +1,390+5.8% | Added |
| GWM Advisors LLC | 25,126 | $2.08M | 0.01% | −2,946−10.5% | Reduced |
| Investment Management Corp of Ontario | 24,989 | $2.07M | 0.03% | +11,080+79.7% | Added |
| US Bancorp | 24,427 | $2.03M | 0.00% | −1,783−6.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 24,272 | $2.01M | 0.05% | +24,272 | New |
| Wolverine Asset Management LLC | 23,832 | $1.98M | 0.03% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 23,564 | $1.95M | 0.27% | +23,564 | New |
| Inceptionr LLC | 23,512 | $1.95M | 0.54% | +10,787+84.8% | Added |
| Westpac Banking Corp | 23,370 | $1.94M | 0.12% | +4,914+26.6% | Added |
| Sippican Capital Advisors | 23,277 | $1.93M | 1.24% | −255−1.1% | Reduced |
| Nepsis, Inc. | 23,088 | $1.92M | 0.59% | −854−3.6% | Reduced |
| Capital Investment Advisors, LLC | 23,074 | $1.91M | 0.03% | −153−0.7% | Reduced |
| Jones Financial Companies LLLP | 23,018 | $1.91M | 0.00% | +4,943+27.3% | Added |
| Teachers Retirement System of the State of Kentucky | 22,954 | $1.90M | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 22,839 | $1.89M | 1.02% | −1,240−5.1% | Reduced |
| Fifth Third Bancorp | 22,790 | $1.89M | 0.01% | +628+2.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 22,723 | $1.88M | 0.40% | −1,662−6.8% | Reduced |
| Avanza Fonder AB | 22,699 | $1.88M | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 22,467 | $1.86M | 0.06% | −580−2.5% | Reduced |
| Allstate Corp | 22,427 | $1.86M | 0.03% | +11,492+105.1% | Added |
| Mizuho Securities USA LLC | 21,523 | $1.86M | 0.03% | +12+0.1% | Added |
| HighPoint Advisor Group LLC | 22,402 | $1.86M | 0.04% | +5,979+36.4% | Added |
| Benjamin Edwards Inc | 22,382 | $1.86M | 0.02% | −66−0.3% | Reduced |
| Tudor Investment Corp Et Al | 22,190 | $1.84M | 0.01% | +22,190 | New |
| Ancora Advisors, LLC | 22,048 | $1.83M | 0.04% | −406−1.8% | Reduced |
| F/M Investments LLC | 22,020 | $1.83M | 0.07% | −1,086−4.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 21,856 | $1.81M | 0.08% | +5,518+33.8% | Added |
| IMC-Chicago, LLC | 21,647 | $1.80M | 0.03% | +7,036+48.2% | Added |
| CWM, LLC | 21,611 | $1.79M | 0.00% | +9,872+84.1% | Added |
| KCM Investment Advisors LLC | 21,310 | $1.77M | 0.06% | −17−0.1% | Reduced |
| Fiduciary Trust Co | 21,238 | $1.76M | 0.02% | −85−0.4% | Reduced |
| Erste Asset Management GmbH | 20,900 | $1.73M | 0.01% | −1,481−6.6% | Reduced |
| Everence Capital Management Inc | 20,717 | $1.72M | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 20,670 | $1.71M | 0.01% | +740+3.7% | Added |
| GeoWealth Management, LLC | 20,396 | $1.69M | 0.06% | −3,023−12.9% | Reduced |
| Meridian Wealth Advisors, LLC | 20,314 | $1.69M | 0.23% | +20,314 | New |
| Gables Capital Management Inc. | 20,292 | $1.68M | 0.71% | −500−2.4% | Reduced |
| Tema ETFs LLC | 20,099 | $1.67M | 0.13% | −2,296−10.3% | Reduced |
| Naviter Wealth, LLC | 19,794 | $1.66M | 0.22% | −3,211−14.0% | Reduced |
| Inspire Trust Co, N.A. | 20,000 | $1.66M | 0.27% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 19,856 | $1.65M | 0.83% | +110+0.6% | Added |
| MASTERINVEST Kapitalanlage GmbH | 19,717 | $1.64M | 0.16% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 19,732 | $1.64M | 0.02% | +2,955+17.6% | Added |
| Cascade Investment Group, Inc. | 19,231 | $1.60M | 1.06% | −1,255−6.1% | Reduced |
| DoubleLine ETF Adviser LP | 19,075 | $1.58M | 0.47% | +692+3.8% | Added |
| Kentucky Trust Co | 19,065 | $1.58M | 0.84% | −205−1.1% | Reduced |
| Pensionfund Sabic | 18,800 | $1.56M | 0.42% | +700+3.9% | Added |
| Flputnam Investment Management Co | 18,706 | $1.55M | 0.02% | −40−0.2% | Reduced |
| RFG Advisory, LLC | 18,531 | $1.54M | 0.03% | −230−1.2% | Reduced |
| Kentucky Retirement Systems | 18,420 | $1.53M | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 18,405 | $1.53M | 0.02% | −1,050−5.4% | Reduced |
| Osmosis Investment Management UK Ltd | 17,530 | $1.47M | 0.04% | +17,530 | New |
| Sterling Capital Management LLC | 17,394 | $1.44M | 0.02% | −746−4.1% | Reduced |
| Trust Investment Advisors | 17,311 | $1.44M | 0.76% | −17−0.1% | Reduced |
| MAI Capital Management | 17,290 | $1.43M | 0.01% | +8,625+99.5% | Added |
| Park Avenue Securities LLC | 17,260 | $1.43M | 0.01% | −2,260−11.6% | Reduced |
| Hartford Investment Management Co | 17,080 | $1.42M | 0.04% | −220−1.3% | Reduced |
| Madison Asset Management, LLC | 17,052 | $1.41M | 0.02% | −908−5.1% | Reduced |
| Capital Financial Group Inc | 16,995 | $1.41M | 0.79% | +16,995 | New |
| Claro Advisors LLC | 16,515 | $1.37M | 0.19% | +302+1.9% | Added |
| J.W. Cole Advisors, Inc. | 30,857 | $1.36M | 0.03% | −2,739−8.2% | Reduced |
| IHT Wealth Management, LLC | 16,329 | $1.35M | 0.03% | +39+0.2% | Added |
| Abn Amro Investment Solutions | 16,217 | $1.35M | 0.02% | +11,373+234.8% | Added |
| Commerce Bank | 16,184 | $1.34M | 0.01% | −70.0% | Reduced |
| Crossmark Global Holdings, Inc. | 16,028 | $1.33M | 0.02% | +1,009+6.7% | Added |
| Brown Advisory Inc | 16,019 | $1.33M | 0.00% | +176+1.1% | Added |
| King Luther Capital Management Corp | 15,929 | $1.32M | 0.01% | −281−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,697 | $1.30M | 0.00% | +972+6.6% | Added |
| Community Bank of Raymore | 15,241 | $1.26M | 0.86% | +950+6.6% | Added |
| Stevens Capital Management LP | 15,214 | $1.26M | 0.44% | +15,214 | New |
| One Charles Private Wealth Services, LLC | 15,174 | $1.26M | 0.33% | −192−1.2% | Reduced |
| LDR Capital Management LLC | 15,160 | $1.26M | 1.74% | +4,087+36.9% | Added |
| Louisiana State Employees Retirement System | 15,100 | $1.25M | 0.02% | −400−2.6% | Reduced |
| Summit Trail Advisors, LLC | 14,981 | $1.25M | 0.02% | +216+1.5% | Added |
| Snowden Capital Advisors LLC | 14,729 | $1.23M | 0.03% | −160−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 14,849 | $1.23M | 0.04% | +159+1.1% | Added |
| Nomura Holdings Inc | 14,831 | $1.23M | 0.00% | −121−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 14,452 | $1.20M | 0.01% | +468+3.3% | Added |
| Maryland State Retirement & Pension System | 14,259 | $1.18M | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 14,149 | $1.17M | 0.01% | −280−1.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,044 | $1.16M | 0.06% | −525−3.6% | Reduced |
| Roman Butler Fullerton & Co | 12,382 | $1.16M | 0.30% | −468−3.6% | Reduced |
| Pensionmark Financial Group, LLC | 13,880 | $1.15M | 0.02% | +2,686+24.0% | Added |
| New Mexico Educational Retirement Board | 13,840 | $1.15M | 0.03% | +500+3.7% | Added |
| Toroso Investments, LLC | 13,742 | $1.14M | 0.00% | +6,543+90.9% | Added |
| NewEdge Wealth, LLC | 13,702 | $1.14M | 0.01% | +1,818+15.3% | Added |