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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 8,000 | $663.6K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 7,963 | $660.5K | 0.04% | −10.0% | Reduced |
| Bailard, Inc. | 7,942 | $658.8K | 0.01% | −7−0.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 7,885 | $654.1K | 0.09% | +7,885 | New |
| Archer Investment Corp | 7,800 | $647.0K | 0.15% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7,749 | $642.8K | 0.08% | +25+0.3% | Added |
| Mindset Wealth Management, LLC | 7,748 | $642.7K | 0.17% | +384+5.2% | Added |
| Arkadios Wealth Advisors | 7,748 | $642.7K | 0.01% | +4,471+136.4% | Added |
| Empowered Funds, LLC | 7,725 | $640.8K | 0.01% | −621−7.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,721 | $640.5K | 0.04% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 7,610 | $637.8K | 0.04% | −590−7.2% | Reduced |
| 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 |
| Prospera Financial Services Inc | 7,630 | $633.1K | 0.01% | +1,710+28.9% | Added |
| Ascent Group, LLC | 7,628 | $632.7K | 0.02% | +193+2.6% | Added |
| Mathes Company, Inc. | 7,550 | $626.0K | 0.22% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,422 | $615.6K | 0.01% | −1,778−19.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,411 | $614.8K | 0.01% | +1,889+34.2% | Added |
| Princeton Capital Management LLC | 7,401 | $613.9K | 0.16% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,317 | $607.0K | 0.01% | −189−2.5% | Reduced |
| Centaurus Financial, Inc. | 7,215 | $599.0K | 0.03% | +198+2.8% | Added |
| We Are One Seven, LLC | 7,169 | $594.7K | 0.01% | +100+1.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,095 | $594.7K | 0.01% | −150−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 6,316 | $591.1K | 0.01% | +974+18.2% | Added |
| TBH Global Asset Management, LLC | 7,118 | $590.4K | 0.10% | −36−0.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,011 | $581.5K | 0.07% | −377−5.1% | Reduced |
| Fiduciary Group LLC | 7,000 | $580.6K | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,971 | $578.3K | 0.00% | −2,042−22.7% | Reduced |
| Cresset Asset Management, LLC | 6,711 | $562.5K | 0.00% | +2,907+76.4% | Added |
| Summit Financial, LLC | 6,680 | $559.7K | 0.01% | −5,031−43.0% | Reduced |
| Ballentine Partners, LLC | 6,556 | $543.8K | 0.01% | −604−8.4% | Reduced |
| CX Institutional | 6,546 | $543.0K | 0.02% | −4,700−41.8% | Reduced |
| Integrated Wealth Concepts LLC | 6,538 | $542.3K | 0.01% | −1,134−14.8% | Reduced |
| AlphaGrep UK Ltd | 6,538 | $542.3K | 0.18% | +6,538 | New |
| Measured Wealth Private Client Group, LLC | 6,525 | $541.2K | 0.14% | −1,307−16.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,516 | $540.5K | 0.01% | −863−11.7% | Reduced |
| Checchi Capital Advisers, LLC | 6,513 | $540.3K | 0.04% | −436−6.3% | Reduced |
| TCG Advisory Services, LLC | 6,473 | $537.0K | 0.01% | −5,292−45.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,457 | $535.6K | 0.02% | +1,570+32.1% | Added |
| Guggenheim Capital LLC | 6,404 | $531.2K | 0.00% | −4,665−42.1% | Reduced |
| Columbia Asset Management | 6,392 | $530.2K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 6,348 | $526.6K | 0.00% | +635+11.1% | Added |
| Golden State Equity Partners | 6,341 | $526.0K | 0.08% | −94−1.5% | Reduced |
| Group One Trading, L.P. | 6,294 | $522.1K | 0.02% | −3,189−33.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,292 | $521.9K | 0.02% | −40−0.6% | Reduced |
| Integrated Advisors Network LLC | 6,238 | $517.4K | 0.02% | −1,156−15.6% | Reduced |
| Advisory Advocates, LLC | 6,145 | $509.7K | 0.51% | +6,145 | New |
| Essex Financial Services, Inc. | 6,108 | $506.6K | 0.03% | −1,739−22.2% | Reduced |
| Quadrant Capital Group LLC | 6,073 | $503.8K | 0.02% | −531−8.0% | Reduced |
| Sheets Smith Wealth Management | 5,988 | $496.7K | 0.05% | +78+1.3% | Added |
| Evergreen Capital Management LLC | 5,835 | $487.6K | 0.01% | +2,504+75.2% | Added |
| West Wealth Group, LLC | 5,850 | $485.3K | 0.10% | +299+5.4% | Added |
| Pinnacle Family Advisors, LLC | 5,849 | $485.1K | 0.21% | +23+0.4% | Added |
| Somerset Trust Co | 5,827 | $483.4K | 0.15% | +42+0.7% | Added |
| Principal Securities, Inc. | 5,812 | $482.1K | 0.01% | +258+4.6% | Added |
| Oppenheimer & Co Inc | 5,765 | $478.2K | 0.01% | −3,226−35.9% | Reduced |
| D. E. Shaw & Co., Inc. | 5,756 | $477.5K | 0.00% | −138,283−96.0% | Reduced |
| Entropy Technologies, LP | 5,614 | $465.7K | 0.03% | +5,614 | New |
| Signaturefd, LLC | 5,605 | $464.9K | 0.01% | −110−1.9% | Reduced |
| Washington Trust Co | 5,586 | $463.3K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 5,505 | $461.3K | 0.11% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 5,551 | $460.5K | 0.03% | −162−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,494 | $455.7K | 0.00% | −300−5.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,387 | $447.0K | 0.10% | +5,387 | New |
| Aprio Wealth Management, LLC | 5,385 | $446.7K | 0.03% | +2,832+110.9% | Added |
| Financial Management Professionals, Inc. | 5,265 | $441.3K | 0.05% | −8−0.2% | Reduced |
| PEAK6 LLC | 5,317 | $441.0K | 0.01% | +5,317 | New |
| Simplicity Wealth,LLC | 5,294 | $439.2K | 0.03% | +5,294 | New |
| Valued Retirements, Inc. | 5,190 | $430.5K | 0.42% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,159 | $428.0K | 0.00% | +12+0.2% | Added |
| Syon Capital LLC | 5,105 | $423.4K | 0.02% | +1,201+30.8% | Added |
| Kingsview Wealth Management, LLC | 5,095 | $422.7K | 0.01% | −8−0.2% | Reduced |
| Kapstone Financial Advisors LLC | 5,095 | $422.6K | 0.21% | −100−1.9% | Reduced |
| Profund Advisors LLC | 5,087 | $422.0K | 0.01% | +797+18.6% | Added |
| Prudential PLC | 5,066 | $420.2K | 0.00% | −72,506−93.5% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,065 | $420.1K | 0.01% | −160−3.1% | Reduced |
| Cfo Capital Management LLC | 5,039 | $418.0K | 0.31% | +5,039 | New |
| Estabrook Capital Management | 5,025 | $416.8K | 0.06% | −312−5.8% | Reduced |
| NorthStar Asset Management LLC | 5,015 | $416.0K | 0.19% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,987 | $412.1K | 0.02% | +1,887+60.9% | Added |
| M&G Plc | 4,963 | $411.9K | 0.00% | +4,963 | New |
| Perfromance Wealth Partners, LLC | 4,939 | $409.7K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 4,921 | $408.2K | 0.34% | −294−5.6% | Reduced |
| GF Fund Management Co. Ltd. | 4,894 | $406.0K | 0.01% | +53+1.1% | Added |
| RMB Capital Management, LLC | 4,809 | $403.1K | 0.01% | +388+8.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,795 | $397.7K | 0.01% | −1,887−28.2% | Reduced |
| Welch Group, LLC | 4,781 | $396.6K | 0.02% | +250+5.5% | Added |
| Lighthouse Investment Partners, LLC | 4,780 | $396.5K | 0.01% | −58,220−92.4% | Reduced |
| Linscomb & Williams, Inc. | 4,757 | $394.6K | 0.02% | −212−4.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 4,755 | $394.4K | 0.01% | +2,378+100.0% | Added |
| TD Waterhouse Canada Inc. | 4,755 | $394.2K | 0.00% | −1,047−18.0% | Reduced |
| Atlas Capital Advisors LLC | 4,742 | $393.3K | 0.04% | +4,742 | New |
| High Net Worth Advisory Group LLC | 4,692 | $389.2K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 4,681 | $388.3K | 0.04% | +4,681 | New |
| Horizon Investments, LLC | 4,680 | $388.2K | 0.00% | +144+3.2% | Added |
| Prelude Capital Management, LLC | 4,674 | $387.7K | 0.03% | +4,674 | New |
| JB Capital LLC | 4,671 | $387.5K | 0.02% | +4,671 | New |
| American Institute for Advanced Investment Management, LLP | 4,670 | $387.4K | 0.25% | −3,395−42.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,624 | $383.6K | 0.01% | −3,859−45.5% | Reduced |
| DRW Securities, LLC | 4,607 | $382.1K | 0.03% | −9,807−68.0% | Reduced |