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 8 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Iron Mountain Inc as of Mar 31, 2026. 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
- 1,090
- +87 vs. Q4 2025
- Shares held
- 253.3M
- +47.9M (+23.4%) vs. Q4 2025
- Total value
- $25.9B
- +$8.81B (+51.7%) vs. Q4 2025
- New holders
- 179
- 401 more added
- Sold out
- 92
- 348 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 192 | $19.0K | 0.00% | +1+0.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 182 | $19.1K | 0.00% | +182 | New |
| RMG Wealth Management LLC | 150 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 195 | $19.9K | 0.00% | +69+54.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 196 | $20.0K | 0.00% | +26+15.3% | Added |
| Opal Wealth Advisors, LLC | 196 | $20.0K | 0.00% | +196 | New |
| Blueline Advisors LLC | 205 | $20.9K | 0.02% | −6−2.8% | Reduced |
| Chilton Capital Management LLC | 205 | $20.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 206 | $21.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 223 | $22.8K | 0.00% | +223 | New |
| Owl Creek Wealth Partners LLC | 223 | $22.8K | 0.01% | +223 | New |
| Godfrey Financial Associates, Inc. | 229 | $23.3K | 0.02% | 00.0% | Unchanged |
| Palladiem, LLC | 215 | $23.4K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 182 | $23.9K | 0.00% | +99+119.3% | Added |
| IAG Wealth Partners, LLC | 236 | $24.1K | 0.00% | −59−20.0% | Reduced |
| Private Wealth Asset Management, LLC | 237 | $24.2K | 0.00% | −3−1.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 244 | $24.9K | 0.00% | +2+0.8% | Added |
| GW&K Investment Management, LLC | 244 | $25.0K | 0.00% | +39+19.0% | Added |
| Vision Retirement, LLC | 247 | $25.2K | 0.01% | −4−1.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 250 | $25.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 261 | $26.7K | 0.02% | +17+7.0% | Added |
| Activest Wealth Management | 270 | $27.6K | 0.00% | +43+18.9% | Added |
| West Branch Capital LLC | 275 | $28.1K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 282 | $28.8K | 0.01% | +282 | New |
| Hilltop National Bank | 283 | $28.9K | 0.01% | +283 | New |
| Financial Network Wealth Advisors LLC | 284 | $29.0K | 0.03% | −16−5.3% | Reduced |
| LRI Investments, LLC | 284 | $29.0K | 0.00% | +178+167.9% | Added |
| Southern Michigan Bank & Trust | 286 | $29.2K | 0.01% | +286 | New |
| Rossby Financial, LCC | 294 | $29.7K | 0.01% | +64+27.8% | Added |
| Cranbrook Wealth Management, LLC | 300 | $30.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $30.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 300 | $30.6K | 0.02% | +300 | New |
| North Star Investment Management Corp. | 309 | $31.6K | 0.00% | +5+1.6% | Added |
| CoreCap Advisors, LLC | 322 | $33.0K | 0.00% | +2+0.6% | Added |
| Godsey & Gibb Associates | 325 | $33.2K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 344 | $35.1K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 346 | $35.3K | 0.00% | +31+9.8% | Added |
| Strategic Wealth Partners, Ltd. | 350 | $35.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 353 | $36.1K | 0.03% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 386 | $39.4K | 0.01% | +386 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $39.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 396 | $40.8K | 0.01% | −32−7.5% | Reduced |
| NCP Inc. | 400 | $40.9K | 0.07% | −404−50.2% | Reduced |
| Barrett & Company, Inc. | 400 | $40.9K | 0.01% | 00.0% | Unchanged |
| Bayban | 400 | $40.9K | 0.04% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 400 | $40.9K | 0.00% | +400 | New |
| Wealth Preservation Advisors, LLC | 401 | $41.0K | 0.03% | +356+791.1% | Added |
| WPG Advisers, LLC | 417 | $42.6K | 0.03% | +341+448.7% | Added |
| Medallion Wealth Advisors, LLC | 420 | $42.9K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 420 | $42.9K | 0.02% | +61+17.0% | Added |
| Manchester Capital Management LLC | 436 | $44.5K | 0.01% | +259+146.3% | Added |
| Bartlett & Co. Wealth Management LLC | 358 | $45.9K | 0.00% | +28+8.5% | Added |
| Wall Street Financial Group, Inc. | 452 | $46.2K | 0.03% | +452 | New |
| Franchise GP Ltd | 455 | $46.5K | 0.02% | 00.0% | Unchanged |
| Stance Capital LLC | 473 | $48.3K | 0.02% | +473 | New |
| Cary Street Partner Investment Advisory LLC | 473 | $48.3K | 0.01% | +175+58.7% | Added |
| Ronald Blue Trust, Inc. | 475 | $48.5K | 0.00% | −457−49.0% | Reduced |
| PlanVest Financial, Inc | 475 | $48.6K | 0.04% | +475 | New |
| Loomis Sayles & Co L P | 479 | $48.9K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 475 | $49.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 489 | $49.9K | 0.01% | +24+5.2% | Added |
| AdvisorNet Financial, Inc | 489 | $49.9K | 0.00% | +40+8.9% | Added |
| Hazlett, Burt & Watson, Inc. | 500 | $51.0K | 0.02% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 500 | $51.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 500 | $51.1K | 0.00% | +500 | New |
| Hoey Investments, Inc | 505 | $51.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 524 | $53.5K | 0.00% | +19+3.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 553 | $56.5K | 0.01% | +23+4.3% | Added |
| Harvest Fund Management Co., Ltd | 560 | $57.0K | 0.00% | +560 | New |
| Whittier Trust Co of Nevada Inc | 547 | $57.1K | 0.00% | −5−0.9% | Reduced |
| Essential Partners LLC | 561 | $57.3K | 0.02% | +110+24.4% | Added |
| Zions Bancorporation, National Association | 564 | $57.6K | 0.00% | +83+17.3% | Added |
| Central Trust Co | 568 | $58.0K | 0.00% | −684−54.6% | Reduced |
| Sawyer & Company, Inc | 595 | $60.8K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 600 | $61.3K | 0.06% | −750−55.6% | Reduced |
| Global Wealth Strategies & Associates | 600 | $61.3K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 603 | $61.6K | 0.04% | +6+1.0% | Added |
| Financial Avengers, Inc. | 618 | $63.1K | 0.03% | +7+1.1% | Added |
| Entrust Financial LLC | 643 | $65.7K | 0.05% | +6+0.9% | Added |
| Valley National Advisers Inc | 655 | $66.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 655 | $66.0K | 0.01% | +25+4.0% | Added |
| UMA Financial Services, Inc. | 657 | $67.1K | 0.01% | +60+10.1% | Added |
| First Horizon Corp | 660 | $67.4K | 0.00% | +10+1.5% | Added |
| CVA Family Office, LLC | 660 | $67.4K | 0.01% | +158+31.5% | Added |
| TIAA Wealth Investment Management LLC | 682 | $69.7K | 0.00% | +682 | New |
| Global X Japan Co., Ltd. | 685 | $70.0K | 0.00% | +144+26.6% | Added |
| Avalon Trust Co | 700 | $71.5K | 0.00% | −500−41.7% | Reduced |
| Proffitt & Goodson Inc | 704 | $71.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 721 | $73.6K | 0.00% | −33−4.4% | Reduced |
| Caldwell Trust Co | 725 | $74.1K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 730 | $74.6K | 0.02% | +306+72.2% | Added |
| Eastern Bank | 735 | $75.1K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 748 | $76.4K | 0.02% | 00.0% | Unchanged |
| Corsicana & Co. | 900 | $77.4K | 0.05% | +450+100.0% | Added |
| Rosenberg Matthew Hamilton | 790 | $80.7K | 0.02% | −180−18.6% | Reduced |
| Onefund, LLC | 813 | $82.1K | 0.05% | −30−3.6% | Reduced |
| Parvin Asset Management, LLC | 820 | $83.8K | 0.06% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 905 | $92.4K | 0.04% | −1−0.1% | Reduced |
| Bank of New Hampshire | 910 | $92.9K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 960 | $98.1K | 0.01% | +960 | New |