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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 4,596 | $381.2K | 0.08% | −204−4.3% | Reduced |
| Integrity Alliance, LLC. | 4,545 | $377.0K | 0.01% | −329−6.8% | Reduced |
| GAMMA Investing LLC | 4,530 | $375.8K | 0.02% | −1,967−30.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,521 | $375.0K | 0.01% | −3,171−41.2% | Reduced |
| Bryn Mawr Trust Co | 4,503 | $373.5K | 0.01% | −17−0.4% | Reduced |
| Essex Savings Bank | 4,495 | $372.9K | 0.08% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,461 | $370.0K | 0.01% | −68−1.5% | Reduced |
| Gsa Capital Partners LLP | 4,456 | $370.0K | 0.03% | +4,456 | New |
| Teamwork Financial Advisors, LLC | 4,453 | $369.4K | 0.04% | −16−0.4% | Reduced |
| Quest Investment Management LLC | 4,428 | $367.3K | 0.04% | +7+0.2% | Added |
| TD Private Client Wealth LLC | 4,422 | $366.8K | 0.01% | −333−7.0% | Reduced |
| Fiduciary Family Office, LLC | 4,362 | $361.8K | 0.10% | −4,324−49.8% | Reduced |
| Ameliora Wealth Management Ltd. | 4,350 | $360.8K | 0.11% | 00.0% | Unchanged |
| Assetmark, Inc | 4,340 | $360.0K | 0.00% | +1,440+49.7% | Added |
| Aspen Investment Management Inc | 4,342 | $360.0K | 0.11% | −197−4.3% | Reduced |
| Armstrong Advisory Group, Inc | 4,335 | $359.6K | 0.02% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,291 | $355.9K | 0.08% | −20−0.5% | Reduced |
| Hilltop Holdings Inc. | 4,281 | $355.1K | 0.02% | −237−5.2% | Reduced |
| BCO Wealth Management LLC | 4,275 | $354.6K | 0.22% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,250 | $352.5K | 0.05% | −1,587−27.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,205 | $351.8K | 0.01% | +1,276+43.6% | Added |
| Howland Capital Management LLC | 4,174 | $349.8K | 0.01% | +1,447+53.1% | Added |
| Fisher Asset Management, LLC | 4,216 | $349.7K | 0.00% | −381−8.3% | Reduced |
| Outlook Wealth Advisors, LLC | 4,215 | $349.7K | 0.08% | −2,905−40.8% | Reduced |
| Wellington Grp LLC | 4,189 | $347.5K | 0.12% | +4,189 | New |
| International Assets Investment Management, LLC | 4,159 | $345.0K | 0.02% | −57−1.4% | Reduced |
| Hilton Head Capital Partners, LLC | 4,120 | $341.8K | 0.20% | +4,120 | New |
| Cornerstone Wealth Management, LLC | 4,120 | $341.8K | 0.02% | 00.0% | Unchanged |
| BDFS Capital LLC | 4,061 | $340.3K | 0.17% | +4,061 | New |
| Alliance Wealth Advisors, LLC | 4,086 | $338.9K | 0.07% | −10−0.2% | Reduced |
| Disciplined Equity Management, Inc. | 4,085 | $338.9K | 0.18% | 00.0% | Unchanged |
| Putney Financial Group LLC | 4,079 | $338.4K | 0.32% | −280−6.4% | Reduced |
| SFG Wealth Management, LLC. | 4,063 | $337.0K | 0.13% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,063 | $337.0K | 0.02% | −1,045−20.5% | Reduced |
| Natural Investments, LLC | 4,053 | $336.0K | 0.08% | +472+13.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 4,050 | $335.9K | 0.10% | +4,050 | New |
| Axis Wealth Partners, LLC | 4,031 | $334.4K | 0.18% | −7−0.2% | Reduced |
| Signal Advisors Wealth, LLC | 4,023 | $333.7K | 0.03% | −1,024−20.3% | Reduced |
| Cornerstone Wealth Group, LLC | 4,014 | $333.0K | 0.02% | −19−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,000 | $331.8K | 0.00% | +200+5.3% | Added |
| Strategic Financial Concepts, LLC | 4,000 | $331.8K | 0.30% | +4,000 | New |
| Beverly Hills Private Wealth, LLC | 3,967 | $329.0K | 0.06% | −181−4.4% | Reduced |
| Bogart Wealth, LLC | 3,919 | $325.1K | 0.01% | +7+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,907 | $324.1K | 0.00% | −981−20.1% | Reduced |
| Capstone Investment Advisors, LLC | 3,901 | $323.6K | 0.00% | +3,901 | New |
| Capital Square, LLC | 3,868 | $320.8K | 0.16% | +204+5.6% | Added |
| Stephens Inc | 3,845 | $318.9K | 0.00% | −348−8.3% | Reduced |
| Park National Corp | 3,838 | $318.4K | 0.01% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 3,806 | $315.7K | 0.18% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,801 | $315.3K | 0.00% | −2,704−41.6% | Reduced |
| Sculati Wealth Management, LLC | 3,795 | $314.8K | 0.11% | −25−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 3,786 | $314.1K | 0.01% | +3,213+560.7% | Added |
| Secure Asset Management, LLC | 3,773 | $313.0K | 0.05% | −165−4.2% | Reduced |
| Armor Investment Advisors, LLC | 3,773 | $313.0K | 0.12% | −288−7.1% | Reduced |
| Krilogy Financial LLC | 3,308 | $310.4K | 0.01% | +994+43.0% | Added |
| WealthCare Asset Management, LLC | 3,027 | $309.6K | 0.29% | +3,027 | New |
| Pathway Financial Advisers, LLC | 3,648 | $302.6K | 0.09% | −306−7.7% | Reduced |
| Meeder Advisory Services, Inc. | 3,634 | $301.5K | 0.01% | −479−11.6% | Reduced |
| NBC Securities, Inc. | 3,626 | $300.8K | 0.02% | −893−19.8% | Reduced |
| Dakota Wealth Management | 3,620 | $300.3K | 0.01% | +3,620 | New |
| Sigma Planning Corp | 3,605 | $299.4K | 0.01% | +193+5.7% | Added |
| Blue Rock Wealth Management LLC | 3,600 | $298.6K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,596 | $298.3K | 0.01% | +184+5.4% | Added |
| Aire Advisors, LLC | 3,592 | $298.0K | 0.05% | +27+0.8% | Added |
| Fifth Third Wealth Advisors LLC | 3,591 | $297.9K | 0.01% | +555+18.3% | Added |
| Cetera Trust Company, N.A | 3,585 | $297.4K | 0.16% | −75−2.0% | Reduced |
| Monument Capital Management | 3,545 | $294.1K | 0.07% | −2,694−43.2% | Reduced |
| Panagora Asset Management Inc | 3,524 | $292.3K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,348 | $291.4K | 0.01% | +191+6.1% | Added |
| Long Road Investment Counsel, LLC | 3,500 | $290.3K | 0.11% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $290.0K | 0.02% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,490 | $289.5K | 0.02% | −4,200−54.6% | Reduced |
| Sivia Capital Partners, LLC | 3,451 | $286.3K | 0.06% | +3,451 | New |
| Sagespring Wealth Partners, LLC | 3,445 | $285.8K | 0.01% | +802+30.3% | Added |
| Ofi Invest Asset Management | 3,444 | $285.7K | 0.00% | +3,444 | New |
| Gaddis Premier Wealth Advisors LLC | 3,426 | $284.1K | 0.22% | +3,426 | New |
| Vestmark Advisory Solutions, Inc. | 3,383 | $280.6K | 0.00% | +427+14.4% | Added |
| Severin Investments, LLC | 3,377 | $280.2K | 0.25% | −258−7.1% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $277.9K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 3,346 | $277.6K | 0.00% | −4,425−56.9% | Reduced |
| Kovack Advisors, Inc. | 3,339 | $277.0K | 0.01% | +3,339 | New |
| Richmond Investment Services, LLC | 3,325 | $275.8K | 0.05% | +5+0.2% | Added |
| Davis R M Inc | 3,318 | $275.2K | 0.00% | −1,300−28.2% | Reduced |
| Perigon Wealth Management, LLC | 3,297 | $273.5K | 0.00% | −56−1.7% | Reduced |
| Destination Wealth Management | 3,282 | $272.2K | 0.01% | +498+17.9% | Added |
| Foster & Motley Inc | 3,283 | $272.0K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,270 | $271.2K | 0.01% | +3,270 | New |
| Symphony Financial, Ltd. Co. | 3,248 | $270.5K | 0.04% | −3,284−50.3% | Reduced |
| Coastal Bridge Advisors, LLC | 3,236 | $268.4K | 0.02% | −79−2.4% | Reduced |
| E&G Advisors, LP | 3,200 | $265.4K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,199 | $265.4K | 0.05% | −19−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 3,150 | $262.6K | 0.04% | −500−13.7% | Reduced |
| Fortis Capital Management LLC | 3,137 | $260.2K | 0.03% | +19+0.6% | Added |
| Parallel Advisors, LLC | 3,130 | $259.6K | 0.00% | −261−7.7% | Reduced |
| Keystone Wealth Services, LLC | 3,127 | $259.4K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,121 | $258.9K | 0.01% | +921+41.9% | Added |
| GTS Securities LLC | 3,119 | $258.7K | 0.01% | +970+45.1% | Added |
| Fortitude Family Office, LLC | 3,112 | $258.1K | 0.06% | −6−0.2% | Reduced |
| American Investment Services, Inc. | 3,103 | $257.4K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,101 | $257.2K | 0.00% | +619+24.9% | Added |