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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 13,530 | $1.12M | 0.03% | −840−5.8% | Reduced |
| Texas Yale Capital Corp. | 13,505 | $1.12M | 0.03% | +8,350+162.0% | Added |
| Crescent Grove Advisors, LLC | 13,255 | $1.11M | 0.11% | 00.0% | Unchanged |
| Natixis | 13,372 | $1.11M | 0.00% | −27,549−67.3% | Reduced |
| Focus Financial Network, Inc. | 13,201 | $1.11M | 0.04% | +203+1.6% | Added |
| Global Retirement Partners, LLC | 13,109 | $1.09M | 0.02% | +6,073+86.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 13,089 | $1.09M | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12,891 | $1.07M | 0.30% | −2,308−15.2% | Reduced |
| Chesley Taft & Associates LLC | 12,737 | $1.06M | 0.04% | +1,261+11.0% | Added |
| E. Ohman J:or Asset Management AB | 12,703 | $1.05M | 0.02% | 00.0% | Unchanged |
| Ossiam | 12,649 | $1.05M | 0.02% | +6,342+100.6% | Added |
| HM Payson & Co | 12,526 | $1.04M | 0.01% | 00.0% | Unchanged |
| Reik & Co., LLC | 12,480 | $1.04M | 0.28% | −1,500−10.7% | Reduced |
| Comprehensive Money Management Services LLC | 12,360 | $1.03M | 0.71% | −1,200−8.8% | Reduced |
| Wiregrass Investment Management LLC | 12,284 | $1.02M | 0.85% | +12,284 | New |
| Assenagon Asset Management S.A. | 12,202 | $1.01M | 0.00% | +478+4.1% | Added |
| MUFG Securities EMEA plc | 12,122 | $1.01M | 0.01% | +6,469+114.4% | Added |
| Widmann Financial Services, Inc. | 12,110 | $1.00M | 0.61% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,034 | $998.2K | 0.03% | +178+1.5% | Added |
| Segall Bryant & Hamill, LLC | 12,009 | $996.1K | 0.01% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 11,877 | $985.2K | 0.41% | +325+2.8% | Added |
| EP Wealth Advisors, LLC | 11,863 | $984.0K | 0.01% | +11,863 | New |
| RSM US Wealth Management LLC | 11,800 | $983.6K | 0.01% | −2,038−14.7% | Reduced |
| HB Wealth Management, LLC | 11,827 | $981.1K | 0.01% | −1,359−10.3% | Reduced |
| Verdence Capital Advisors LLC | 11,791 | $978.1K | 0.06% | −8,941−43.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 10,200 | $977.0K | 0.14% | +10,200 | New |
| Campbell & CO Investment Adviser LLC | 11,764 | $975.8K | 0.05% | +5,444+86.1% | Added |
| Advisory Services Network, LLC | 11,724 | $972.5K | 0.01% | −425−3.5% | Reduced |
| Kessler Investment Group, LLC | 11,703 | $970.8K | 0.41% | −59−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 11,697 | $970.3K | 0.01% | −18,453−61.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 11,685 | $969.3K | 0.00% | −7−0.1% | Reduced |
| Kinneret Advisory, LLC | 11,528 | $966.5K | 0.08% | −315−2.7% | Reduced |
| Ullmann Financial Group, Inc. | 9,356 | $963.2K | 0.10% | +57+0.6% | Added |
| Delta Capital Management LLC | 11,610 | $963.0K | 0.54% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,509 | $954.7K | 0.02% | −1,216−9.6% | Reduced |
| Spire Wealth Management | 11,473 | $951.6K | 0.03% | −2,523−18.0% | Reduced |
| Bleakley Financial Group, LLC | 11,403 | $945.9K | 0.02% | +709+6.6% | Added |
| Retirement Planning Co of New England, Inc. | 11,308 | $938.0K | 0.38% | −58−0.5% | Reduced |
| Burling Wealth Partners, LLC | 11,268 | $934.7K | 0.15% | −124−1.1% | Reduced |
| Crestwood Advisors Group LLC | 11,243 | $932.6K | 0.02% | +7,839+230.3% | Added |
| Coppell Advisory Solutions LLC | 11,071 | $922.9K | 0.09% | +61+0.6% | Added |
| Truvestments Capital LLC | 11,109 | $921.5K | 0.17% | −389−3.4% | Reduced |
| Level Four Advisory Services, LLC | 11,043 | $916.0K | 0.03% | +713+6.9% | Added |
| 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 |
| Cary Street Partners Financial LLC | 10,876 | $902.2K | 0.02% | −901−7.7% | Reduced |
| J.M. Arbour, LLC | 10,860 | $900.9K | 0.90% | +10,860 | New |
| Banque Cantonale Vaudoise | 10,812 | $897.0K | 0.03% | −21,752−66.8% | Reduced |
| Moody National Bank Trust Division | 10,812 | $896.9K | 0.09% | −8,130−42.9% | Reduced |
| Ingalls & Snyder LLC | 10,745 | $891.0K | 0.03% | −10−0.1% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $882.8K | 0.22% | 00.0% | Unchanged |
| Unifi Asset Management LP | 10,593 | $878.7K | 0.95% | +10,593 | New |
| Beacon Financial Advisory LLC | 10,543 | $874.6K | 0.20% | −3,293−23.8% | Reduced |
| EntryPoint Capital, LLC | 10,503 | $871.2K | 0.34% | +10,503 | New |
| Omers Administration Corp | 10,475 | $868.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 10,467 | $868.2K | 0.05% | +7,865+302.3% | Added |
| Schroder Investment Management Group | 10,430 | $865.2K | 0.00% | −2,649−20.3% | Reduced |
| Glenmede Trust Co NA | 10,408 | $863.3K | 0.00% | +10,408 | New |
| Plimoth Trust Co LLC | 10,328 | $856.7K | 0.19% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 10,225 | $848.2K | 0.44% | −293−2.8% | Reduced |
| Oddo BHF Asset Management SAS | 10,064 | $834.8K | 0.03% | −2,212−18.0% | Reduced |
| North Dakota State Investment Board | 10,059 | $834.4K | 0.03% | +10,059 | New |
| Farther Finance Advisors, LLC | 10,026 | $831.7K | 0.01% | +3,556+55.0% | Added |
| Smith Group Asset Management, LLC | 10,000 | $829.5K | 0.04% | 00.0% | Unchanged |
| Munich Reinsurance Co Stock Corp in Munich | 9,791 | $816.2K | 0.02% | +9,791 | New |
| Apollon Wealth Management, LLC | 9,749 | $808.7K | 0.01% | −761−7.2% | Reduced |
| Capital Investment Advisory Services, LLC | 9,639 | $799.5K | 0.06% | −45−0.5% | Reduced |
| Brinker Capital Investments, LLC | 9,584 | $795.0K | 0.01% | +1,145+13.6% | Added |
| Beacon Investment Advisors LLC | 9,570 | $793.9K | 0.32% | −229−2.3% | Reduced |
| Davenport & Co LLC | 9,479 | $786.5K | 0.00% | +108+1.2% | Added |
| Atwood & Palmer Inc | 9,464 | $785.0K | 0.04% | +10+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,445 | $783.5K | 0.01% | +31+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 9,440 | $783.0K | 0.09% | −2,272−19.4% | Reduced |
| Verus Capital Partners, LLC | 9,434 | $782.6K | 0.05% | +24+0.3% | Added |
| Havemeyer Place LP | 9,388 | $778.7K | 0.15% | +9,388 | New |
| Denali Advisors LLC | 9,321 | $773.2K | 0.09% | +69+0.7% | Added |
| Independent Financial Group, LLC | 9,316 | $772.8K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,314 | $772.6K | 0.01% | +3,898+72.0% | Added |
| Diversify Advisory Services, LLC | 8,037 | $771.0K | 0.02% | −7,656−48.8% | Reduced |
| Wedbush Securities Inc | 9,294 | $771.0K | 0.02% | +1,037+12.6% | Added |
| Sequoia Financial Advisors, LLC | 9,273 | $769.2K | 0.00% | −841−8.3% | Reduced |
| Atlantic Union Bankshares Corp | 9,269 | $768.9K | 0.01% | −193−2.0% | Reduced |
| V-Square Quantitative Management LLC | 9,178 | $761.3K | 0.08% | +9,178 | New |
| Atomi Financial Group, Inc. | 9,018 | $748.0K | 0.02% | +4,950+121.7% | Added |
| Founders Financial Alliance, LLC | 8,977 | $744.6K | 0.14% | +21+0.2% | Added |
| Future Financial Wealth Managment LLC | 8,056 | $744.0K | 0.50% | −343−4.1% | Reduced |
| Savant Capital, LLC | 8,949 | $742.3K | 0.00% | −448−4.8% | Reduced |
| Arista Wealth Management, LLC | 8,845 | $733.7K | 0.09% | −3,456−28.1% | Reduced |
| Mechanics Bank Trust Department | 8,829 | $732.4K | 0.10% | +3,736+73.4% | Added |
| Greenleaf Trust | 8,693 | $721.1K | 0.01% | −284−3.2% | Reduced |
| Herold Advisors, Inc. | 8,650 | $717.5K | 0.16% | 00.0% | Unchanged |
| Callan Family Office, LLC | 8,622 | $715.2K | 0.02% | +2,556+42.1% | Added |
| Vident Advisory, LLC | 8,522 | $706.9K | 0.01% | −1,035−10.8% | Reduced |
| Bramshill Investments, LLC | 8,296 | $688.2K | 0.04% | +55+0.7% | Added |
| AE Wealth Management LLC | 8,245 | $683.9K | 0.00% | −5,321−39.2% | Reduced |
| Rik Saylor Financial, Inc. | 8,166 | $677.3K | 0.50% | −50−0.6% | Reduced |
| Strait & Sound Wealth Management LLC | 8,127 | $674.1K | 0.25% | −1,389−14.6% | 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 |
| Securian Asset Management, Inc | 8,037 | $666.7K | 0.03% | −6,160−43.4% | Reduced |