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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 3,087 | $256.1K | 0.00% | −3−0.1% | Reduced |
| National Asset Management, Inc. | 3,080 | $255.5K | 0.01% | +132+4.5% | Added |
| Crown Wealth Group, LLC | 3,061 | $253.9K | 0.07% | −728−19.2% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 3,055 | $253.4K | 0.01% | +3,055 | New |
| Montag A & Associates Inc | 3,019 | $253.0K | 0.01% | −5,569−64.8% | Reduced |
| Seelaus Asset Management LLC | 3,050 | $253.0K | 0.20% | +150+5.2% | Added |
| Marex Group plc | 3,047 | $252.7K | 0.00% | +3,047 | New |
| Advisors Management Group Inc | 3,037 | $252.0K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,018 | $250.4K | 0.05% | −78−2.5% | Reduced |
| Atria Investments LLC | 3,006 | $249.4K | 0.00% | −517−14.7% | Reduced |
| IMA Wealth, Inc. | 2,972 | $249.1K | 0.02% | +17+0.6% | Added |
| Clean Yield Group | 3,000 | $248.8K | 0.07% | −22−0.7% | Reduced |
| Asset Planning,Inc | 3,000 | $248.8K | 0.17% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 2,700 | $248.7K | 0.01% | +105+4.0% | Added |
| Perennial Investment Advisors, LLC | 2,988 | $247.9K | 0.02% | +93+3.2% | Added |
| James Hambro & Partners | 2,972 | $246.4K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,970 | $246.4K | 0.01% | −168−5.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,955 | $245.5K | 0.03% | −93−3.1% | Reduced |
| Lecap Asset Management Ltd | 2,950 | $244.7K | 0.10% | +2,950 | New |
| Jefferies Financial Group Inc. | 2,942 | $244.0K | 0.00% | +925+45.9% | Added |
| Acadian Asset Management LLC | 2,928 | $242.0K | 0.00% | −59,488−95.3% | Reduced |
| StoneX Group Inc. | 2,901 | $241.7K | 0.01% | +2,901 | New |
| Cigna Investments Inc | 2,889 | $240.0K | 0.03% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,891 | $239.8K | 0.02% | −251−8.0% | Reduced |
| Charter Oak Capital Management, LLC | 2,862 | $237.4K | 0.02% | +6+0.2% | Added |
| BTC Capital Management, Inc. | 2,861 | $237.3K | 0.02% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,854 | $237.0K | 0.00% | +574+25.2% | Added |
| Citizens Business Bank | 2,849 | $236.3K | 0.04% | −1,090−27.7% | Reduced |
| Beaumont Financial Advisors, LLC | 2,831 | $234.8K | 0.02% | +9+0.3% | Added |
| Continuum Advisory, LLC | 2,830 | $234.7K | 0.02% | +753+36.3% | Added |
| Premier Path Wealth Partners, LLC | 2,814 | $233.4K | 0.03% | −44−1.5% | Reduced |
| TRUE Private Wealth Advisors | 2,813 | $233.3K | 0.02% | −174−5.8% | Reduced |
| Jordan Park Group LLC | 2,803 | $232.5K | 0.01% | 00.0% | Unchanged |
| Investment House LLC | 2,800 | $232.3K | 0.01% | +100+3.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,799 | $232.1K | 0.03% | +97+3.6% | Added |
| Sound Income Strategies, LLC | 2,414 | $231.6K | 0.01% | +1,304+117.5% | Added |
| Mission Wealth Management, LP | 2,786 | $231.1K | 0.00% | −469−14.4% | Reduced |
| Boston Private Wealth LLC | 2,785 | $231.0K | 0.01% | +56+2.1% | Added |
| Duncan Williams Asset Management, LLC | 2,562 | $230.7K | 0.06% | +40+1.6% | Added |
| Palacios Wealth Management, LLC | 2,755 | $228.5K | 0.17% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,747 | $227.9K | 0.01% | +2,747 | New |
| Sowell Financial Services LLC | 2,744 | $227.6K | 0.01% | −306−10.0% | Reduced |
| Savvy Advisors, Inc. | 2,743 | $227.6K | 0.01% | −18−0.7% | Reduced |
| Cooper Financial Group | 2,728 | $226.3K | 0.02% | −477−14.9% | Reduced |
| TCI Wealth Advisors, Inc. | 2,712 | $225.0K | 0.01% | +2,712 | New |
| Daymark Wealth Partners, LLC | 2,702 | $224.1K | 0.01% | +4+0.1% | Added |
| Allen Investment Management LLC | 2,696 | $223.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,695 | $223.6K | 0.00% | −271−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,692 | $223.3K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 2,679 | $222.2K | 0.02% | −1,000−27.2% | Reduced |
| Walker Asset Management, LLC | 2,665 | $221.0K | 0.12% | +20+0.8% | Added |
| Patton Fund Management, Inc. | 2,663 | $220.9K | 0.03% | +153+6.1% | Added |
| Aberdeen Wealth Management LLC | 2,645 | $219.4K | 0.10% | 00.0% | Unchanged |
| Nwam LLC | 2,481 | $219.1K | 0.01% | −107−4.1% | Reduced |
| Samalin Investment Counsel, LLC | 2,578 | $213.8K | 0.08% | +15+0.6% | Added |
| Csenge Advisory Group | 2,542 | $210.8K | 0.01% | −103−3.9% | Reduced |
| Centerpoint Advisory Group | 2,535 | $210.3K | 0.16% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 2,534 | $210.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,528 | $209.7K | 0.03% | +78+3.2% | Added |
| Bayforest Capital Ltd | 2,477 | $205.5K | 0.15% | +1,241+100.4% | Added |
| Spirepoint Private Client, LLC | 2,455 | $203.7K | 0.02% | +68+2.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,449 | $203.1K | 0.07% | +322+15.1% | Added |
| Simplex Trading, LLC | 2,357 | $195.5K | 0.01% | +2,357 | New |
| Heritage Wealth Advisors | 2,222 | $184.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,094 | $173.7K | 0.00% | +414+24.6% | Added |
| SJS Investment Consulting Inc. | 2,093 | $173.6K | 0.02% | +55+2.7% | Added |
| Smartleaf Asset Management LLC | 2,080 | $173.4K | 0.01% | −25−1.2% | Reduced |
| UBS Asset Management Americas Inc | 2,080 | $172.5K | 0.00% | −3,159,509−99.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,069 | $171.6K | 0.00% | −56−2.6% | Reduced |
| Private Trust Co NA | 2,025 | $168.0K | 0.01% | −295−12.7% | Reduced |
| Financial Perspectives, Inc | 2,000 | $165.9K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 1,970 | $163.4K | 0.00% | −496−20.1% | Reduced |
| Larson Financial Group LLC | 1,952 | $161.9K | 0.01% | +429+28.2% | Added |
| Strategic Investment Solutions, Inc. | 1,923 | $159.5K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 1,856 | $154.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 1,833 | $152.0K | 0.01% | +546+42.4% | Added |
| Monetary Management Group Inc | 1,800 | $149.3K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,741 | $147.8K | 0.00% | −156−8.2% | Reduced |
| Clearstead Advisors, LLC | 1,767 | $146.6K | 0.00% | +124+7.5% | Added |
| SHP Wealth Management | 1,750 | $145.1K | 0.01% | +1,750 | New |
| SageView Advisory Group, LLC | 1,747 | $144.9K | 0.00% | +1,747 | New |
| Blue Bell Private Wealth Management, LLC | 1,707 | $141.6K | 0.02% | −184−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,704 | $141.3K | 0.01% | +401+30.8% | Added |
| NVWM, LLC | 1,699 | $141.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,690 | $140.2K | 0.01% | +415+32.5% | Added |
| Los Angeles Capital Management LLC | 1,348 | $136.6K | 0.00% | +1,348 | New |
| Penserra Capital Management LLC | 1,618 | $133.0K | 0.00% | −2−0.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,580 | $131.1K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,500 | $124.4K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $122.2K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,393 | $115.6K | 0.01% | −6,552−82.5% | Reduced |
| Vision Financial Markets LLC | 1,350 | $112.0K | 0.11% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,315 | $109.1K | 0.01% | −1,113−45.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,297 | $108.0K | 0.01% | +1,035+395.0% | Added |
| Tower View Investment Management & Research LLC | 1,300 | $107.9K | 0.05% | −383−22.8% | Reduced |
| Silvant Capital Management LLC | 1,292 | $107.2K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,292 | $107.2K | 0.01% | +1,292 | New |
| Basecamp Wealth Advisors LLC | 1,277 | $105.9K | 0.02% | +1,277 | New |
| Security National Bank | 1,254 | $104.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,252 | $103.9K | 0.00% | −400−24.2% | Reduced |