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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 972 | $99.2K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 999 | $102.9K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,026 | $104.8K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,049 | $107.1K | 0.03% | +333+46.5% | Added |
| Kozak & Associates, Inc. | 1,000 | $111.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,175 | $120.0K | 0.00% | +865+279.0% | Added |
| Lavaca Capital LLC | 1,209 | $123.5K | 0.02% | +248+25.8% | Added |
| First Command Advisory Services, Inc. | 1,217 | $124.3K | 0.00% | +117+10.6% | Added |
| Toth Financial Advisory Corp | 1,229 | $125.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,244 | $127.1K | 0.01% | 00.0% | Unchanged |
| GFS Advisors, LLC | 11,350 | $130.2K | 0.01% | +11,350 | New |
| Security National Bank | 1,277 | $130.4K | 0.02% | +23+1.8% | Added |
| Silvant Capital Management LLC | 1,292 | $132.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,307 | $133.5K | 0.02% | +15+1.2% | Added |
| Tower View Investment Management & Research LLC | 1,314 | $134.2K | 0.07% | +14+1.1% | Added |
| Basecamp Wealth Advisors LLC | 1,314 | $134.2K | 0.03% | +37+2.9% | Added |
| Cassaday & Co Wealth Management LLC | 1,324 | $135.2K | 0.00% | +1,324 | New |
| Los Angeles Capital Management LLC | 1,348 | $137.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,349 | $137.8K | 0.00% | −621−31.5% | Reduced |
| Optiver Holding B.V. | 1,369 | $139.8K | 0.01% | +1,369 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $150.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,499 | $153.1K | 0.01% | −191−11.3% | Reduced |
| First Financial Corp | 1,500 | $153.2K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,497 | $156.2K | 0.00% | −244−14.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,547 | $158.0K | 0.03% | −6,338−80.4% | Reduced |
| Muzinich & Co., Inc. | 1,567 | $160.1K | 0.06% | +964+159.9% | Added |
| Smartleaf Asset Management LLC | 1,650 | $161.0K | 0.01% | −430−20.7% | Reduced |
| Penserra Capital Management LLC | 1,669 | $170.0K | 0.00% | +51+3.2% | Added |
| SHP Wealth Management | 1,680 | $171.6K | 0.01% | −70−4.0% | Reduced |
| NVWM, LLC | 1,699 | $173.6K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,741 | $177.8K | 0.02% | +426+32.4% | Added |
| Monetary Management Group Inc | 1,800 | $183.9K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,830 | $186.9K | 0.06% | +250+15.8% | Added |
| Coastline Trust Co | 1,856 | $189.6K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,884 | $192.4K | 0.12% | +654+53.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,904 | $194.5K | 0.00% | −165−8.0% | Reduced |
| Quarry LP | 1,907 | $194.8K | 0.04% | +1,907 | New |
| Strategic Investment Solutions, Inc. | 1,923 | $196.4K | 0.05% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,969 | $201.1K | 0.00% | −16,737−89.5% | Reduced |
| Financial Perspectives, Inc | 2,000 | $204.3K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 2,000 | $204.3K | 0.02% | +2,000 | New |
| RW Investment Management LLC | 2,000 | $204.3K | 0.02% | +2,000 | New |
| Supplemental Annuity Collective Trust of NJ | 2,001 | $204.4K | 0.06% | +2,001 | New |
| Root Financial Partners, LLC | 2,010 | $205.3K | 0.01% | +801+66.3% | Added |
| PDS Planning, Inc | 2,012 | $205.5K | 0.01% | +2,012 | New |
| Waldron Private Wealth LLC | 2,023 | $206.6K | 0.01% | +2,023 | New |
| Dorsey & Whitney Trust CO LLC | 2,037 | $208.1K | 0.01% | +2,037 | New |
| Mosaic Family Wealth Partners, LLC | 2,040 | $208.4K | 0.02% | +2,040 | New |
| Ignite Planners, LLC | 2,041 | $208.5K | 0.03% | +2,041 | New |
| Aspiriant, LLC | 2,043 | $208.7K | 0.01% | +2,043 | New |
| Private Trust Co NA | 2,048 | $209.2K | 0.02% | +23+1.1% | Added |
| Valley Financial Group, Inc. | 2,048 | $209.2K | 0.11% | +2,048 | New |
| Second Line Capital, LLC | 1,661 | $209.3K | 0.04% | +1,661 | New |
| Sound Income Strategies, LLC | 2,084 | $210.4K | 0.01% | −330−13.7% | Reduced |
| Copeland Capital Management, LLC | 2,091 | $213.6K | 0.00% | +1,016+94.5% | Added |
| Silver Oak Securities, Inc | 2,091 | $213.6K | 0.02% | +2,091 | New |
| Deseret Mutual Benefit Administrators | 2,093 | $213.8K | 0.07% | +886+73.4% | Added |
| Hunter Associates Investment Management LLC | 2,099 | $214.0K | 0.03% | +2,099 | New |
| Vanguard National Trust Co | 2,100 | $214.5K | 0.01% | +2,100 | New |
| Keebeck Wealth Management, LLC | 2,083 | $214.5K | 0.02% | +2,083 | New |
| Abel Hall, LLC | 2,106 | $215.1K | 0.05% | +2,106 | New |
| Warm Springs Advisors Inc. | 2,117 | $216.2K | 0.18% | +2,117 | New |
| Platform Technology Partners | 2,120 | $216.5K | 0.04% | +2,120 | New |
| Indivisible Partners | 2,125 | $217.0K | 0.02% | +2,125 | New |
| Brookwood Investment Group LLC | 2,127 | $217.3K | 0.03% | +2,127 | New |
| Stiles Financial Services Inc | 2,127 | $217.3K | 0.07% | +2,127 | New |
| Paller Financial Services Inc | 2,132 | $217.8K | 0.18% | +2,132 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,142 | $219.0K | 0.00% | −12,007−84.9% | Reduced |
| Empower Advisory Group, LLC | 2,155 | $220.1K | 0.00% | +2,155 | New |
| Ibex Wealth Advisors | 2,178 | $222.5K | 0.02% | +2,178 | New |
| Pallas Capital Advisors LLC | 2,191 | $223.8K | 0.01% | +2,191 | New |
| Spirepoint Private Client, LLC | 2,197 | $224.4K | 0.02% | −258−10.5% | Reduced |
| Citizens Business Bank | 2,199 | $224.6K | 0.04% | −650−22.8% | Reduced |
| AlphaCore Capital LLC | 2,183 | $224.8K | 0.01% | +2,183 | New |
| IFP Advisors, Inc | 2,201 | $224.8K | 0.00% | −920−29.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,200 | $225.0K | 0.05% | +2,200 | New |
| Marex Group plc | 2,215 | $226.2K | 0.00% | −832−27.3% | Reduced |
| Nations Financial Group Inc, | 2,215 | $226.3K | 0.01% | +2,215 | New |
| SJS Investment Consulting Inc. | 2,218 | $226.5K | 0.03% | +125+6.0% | Added |
| Heritage Wealth Advisors | 2,222 | $227.0K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,228 | $227.5K | 0.01% | +2,228 | New |
| Quantbot Technologies LP | 2,233 | $228.1K | 0.01% | +2,233 | New |
| Mystic Asset Management, Inc. | 2,247 | $229.5K | 0.05% | +2,247 | New |
| Smith, Moore & Co. | 2,251 | $229.9K | 0.02% | +2,251 | New |
| Fayez Sarofim & Co | 2,280 | $232.9K | 0.00% | +2,280 | New |
| Saxony Capital Management, LLC | 2,283 | $233.2K | 0.14% | +2,283 | New |
| Soltis Investment Advisors LLC | 2,304 | $235.3K | 0.02% | +2,304 | New |
| Fortress Private Ledger, LLC | 2,306 | $235.5K | 0.07% | +2,306 | New |
| Mayflower Financial Advisors, LLC | 2,315 | $236.5K | 0.03% | +2,315 | New |
| Strategic Blueprint, LLC | 2,316 | $236.6K | 0.01% | +2,316 | New |
| Turtle Creek Wealth Advisors, LLC | 2,324 | $237.4K | 0.02% | +2,324 | New |
| Sentinus, LLC | 2,330 | $238.0K | 0.02% | +2,330 | New |
| Intrua Financial, LLC | 2,349 | $239.9K | 0.03% | +2,349 | New |
| Armistice Capital, LLC | 2,351 | $240.1K | 0.01% | +2,351 | New |
| Schmidt P J Investment Management Inc | 2,360 | $241.1K | 0.04% | +2,360 | New |
| Prosperity Consulting Group, LLC | 2,360 | $241.1K | 0.01% | +2,360 | New |
| Jacobi Capital Management LLC | 2,363 | $241.3K | 0.01% | +2,363 | New |
| Beese Fulmer Investment Management, Inc. | 2,350 | $242.1K | 0.02% | +2,350 | New |
| Pinnacle Associates Ltd | 2,379 | $243.0K | 0.00% | +2,379 | New |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,381 | $243.2K | 0.00% | +2,381 | New |