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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 1,244 | $103.2K | 0.01% | −100−7.4% | Reduced |
| Richardson Financial Services Inc. | 1,230 | $102.0K | 0.06% | +170+16.0% | Added |
| Toth Financial Advisory Corp | 1,229 | $101.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,209 | $100.3K | 0.01% | −10−0.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,207 | $100.1K | 0.04% | −79−6.1% | Reduced |
| Avalon Trust Co | 1,200 | $99.5K | 0.01% | −4−0.3% | Reduced |
| Sittner & Nelson, LLC | 1,026 | $98.3K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,100 | $91.2K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,000 | $89.2K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,075 | $89.2K | 0.00% | +1,075 | New |
| Wellington-Altus USA Inc. | 1,041 | $86.4K | 0.06% | +1,041 | New |
| Exchange Traded Concepts, LLC | 1,011 | $83.9K | 0.00% | −2,704−72.8% | Reduced |
| Cromwell Holdings LLC | 999 | $83.7K | 0.05% | +138+16.0% | Added |
| Elyxium Wealth, LLC | 1,004 | $83.3K | 0.02% | +1,004 | New |
| Addison Advisors LLC | 972 | $80.6K | 0.02% | −14−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 970 | $80.5K | 0.02% | −152−13.5% | Reduced |
| ORG Partners LLC | 966 | $80.1K | 0.01% | −92−8.7% | Reduced |
| Lavaca Capital LLC | 961 | $79.7K | 0.01% | −140−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 932 | $77.3K | 0.00% | −767−45.1% | Reduced |
| Bank of New Hampshire | 910 | $75.5K | 0.02% | +115+14.5% | Added |
| Eurizon SLJ Capital Ltd | 906 | $75.2K | 0.03% | +906 | New |
| Ostrum Asset Management | 900 | $74.7K | 0.00% | −300−25.0% | Reduced |
| Onefund, LLC | 843 | $69.9K | 0.04% | +47+5.9% | Added |
| Safe Harbor Fiduciary, LLC | 824 | $68.4K | 0.06% | +824 | New |
| Parvin Asset Management, LLC | 820 | $68.0K | 0.05% | −12−1.4% | Reduced |
| NCP Inc. | 804 | $66.7K | 0.05% | +804 | New |
| Rothschild Investment LLC | 780 | $64.7K | 0.00% | +104+15.4% | Added |
| JFS Wealth Advisors, LLC | 754 | $62.6K | 0.00% | +27+3.7% | Added |
| Abound Wealth Management | 748 | $62.1K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 748 | $62.0K | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 735 | $61.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 725 | $60.1K | 0.01% | +725 | New |
| True Wealth Design, LLC | 716 | $59.4K | 0.02% | +56+8.5% | Added |
| Proffitt & Goodson Inc | 704 | $58.4K | 0.01% | +82+13.2% | Added |
| Valley National Advisers Inc | 655 | $54.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 650 | $53.9K | 0.00% | −13−2.0% | Reduced |
| Entrust Financial LLC | 637 | $52.8K | 0.04% | +637 | New |
| Avion Wealth | 630 | $52.0K | 0.01% | −103−14.1% | Reduced |
| Financial Avengers, Inc. | 611 | $50.7K | 0.02% | +4+0.7% | Added |
| Muzinich & Co., Inc. | 603 | $50.0K | 0.02% | −869−59.0% | Reduced |
| Global Wealth Strategies & Associates | 600 | $49.8K | 0.01% | +600 | New |
| UMA Financial Services, Inc. | 597 | $49.5K | 0.01% | +526+740.8% | Added |
| Caitlin John, LLC | 597 | $49.5K | 0.03% | −2−0.3% | Reduced |
| Sawyer & Company, Inc | 595 | $49.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 424 | $49.2K | 0.01% | −159−27.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 552 | $46.9K | 0.00% | −31−5.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 545 | $45.2K | 0.00% | +545 | New |
| Global X Japan Co., Ltd. | 541 | $44.9K | 0.00% | −235−30.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 530 | $44.4K | 0.01% | −8−1.5% | Reduced |
| Strive Financial Group ,LLC | 526 | $43.6K | 0.02% | +526 | New |
| Hoey Investments, Inc | 505 | $41.9K | 0.01% | −730−59.1% | Reduced |
| Crewe Advisors LLC | 505 | $41.9K | 0.00% | +5+1.0% | Added |
| CVA Family Office, LLC | 502 | $41.6K | 0.00% | −61−10.8% | Reduced |
| Morse Asset Management, Inc | 500 | $41.5K | 0.01% | −1,655−76.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $41.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 481 | $39.9K | 0.00% | −490−50.5% | Reduced |
| Loomis Sayles & Co L P | 479 | $39.7K | 0.00% | +54+12.7% | Added |
| Hanson & Doremus Investment Management | 475 | $39.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 465 | $38.6K | 0.01% | 00.0% | Unchanged |
| Franchise GP Ltd | 455 | $37.7K | 0.04% | +455 | New |
| Essential Partners LLC | 451 | $37.4K | 0.01% | +227+101.3% | Added |
| Corsicana & Co. | 450 | $37.3K | 0.02% | −450−50.0% | Reduced |
| AdvisorNet Financial, Inc | 449 | $37.2K | 0.00% | −3−0.7% | Reduced |
| Clear Street Markets LLC | 438 | $36.3K | 0.01% | −70−13.8% | Reduced |
| Triumph Capital Management | 428 | $35.5K | 0.01% | +428 | New |
| Medallion Wealth Advisors, LLC | 420 | $34.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $34.8K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 408 | $33.8K | 0.01% | +408 | New |
| Barrett & Company, Inc. | 400 | $33.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $33.2K | 0.00% | 00.0% | Unchanged |
| Bayban | 400 | $33.2K | 0.03% | +400 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $32.4K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 359 | $29.8K | 0.02% | +359 | New |
| Piscataqua Savings Bank | 353 | $29.3K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 352 | $29.2K | 0.00% | +350+17,500.0% | Added |
| Strategic Wealth Partners, Ltd. | 350 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 344 | $28.5K | 0.03% | −69−16.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 330 | $27.7K | 0.00% | −53−13.8% | Reduced |
| Godsey & Gibb Associates | 325 | $27.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 320 | $26.6K | 0.00% | −1,289−80.1% | Reduced |
| Quent Capital, LLC | 315 | $26.1K | 0.00% | +53+20.2% | Added |
| Hantz Financial Services, Inc. | 310 | $26.0K | 0.00% | +95+44.2% | Added |
| Garton & Associates Financial Advisors LLC | 305 | $25.3K | 0.01% | +305 | New |
| North Star Investment Management Corp. | 304 | $25.2K | 0.00% | +34+12.6% | Added |
| Cranbrook Wealth Management, LLC | 300 | $24.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 300 | $24.9K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $24.9K | 0.01% | +50+20.0% | Added |
| Cary Street Partner Investment Advisory LLC | 298 | $24.7K | 0.01% | −33−10.0% | Reduced |
| IAG Wealth Partners, LLC | 295 | $24.5K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 284 | $23.6K | 0.02% | +284 | New |
| West Branch Capital LLC | 275 | $22.8K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 251 | $20.8K | 0.01% | +251 | New |
| Halbert Hargrove Global Advisors, LLC | 250 | $20.7K | 0.00% | −45−15.3% | Reduced |
| IMG Wealth Management, Inc. | 244 | $20.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 242 | $20.1K | 0.00% | +1+0.4% | Added |
| Private Wealth Asset Management, LLC | 240 | $19.9K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 230 | $19.1K | 0.01% | +95+70.4% | Added |
| Godfrey Financial Associates, Inc. | 229 | $19.0K | 0.02% | +229 | New |
| Activest Wealth Management | 227 | $18.8K | 0.00% | +164+260.3% | Added |
| Palladiem, LLC | 215 | $17.9K | 0.02% | +215 | New |