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, 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 |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 2,392 | $244.3K | 0.03% | +2,392 | New |
| Renaissance Technologies LLC | 2,400 | $245.1K | 0.00% | +2,400 | New |
| DV Trading LLC | 2,400 | $245.1K | 0.02% | +2,400 | New |
| AssuredPartners Investment Advisors, LLC | 2,352 | $245.4K | 0.03% | +2,352 | New |
| Bridgelight Financial Advisors, Inc. | 2,429 | $248.1K | 0.21% | +2,429 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,431 | $248.3K | 0.01% | −624−20.4% | Reduced |
| Fielder Capital Group LLC | 2,437 | $248.9K | 0.05% | +2,437 | New |
| Samalin Investment Counsel, LLC | 2,463 | $251.6K | 0.09% | −115−4.5% | Reduced |
| Bayforest Capital Ltd | 2,476 | $252.9K | 0.28% | −10.0% | Reduced |
| Brown Financial Advisors | 2,490 | $254.3K | 0.10% | +2,490 | New |
| Xxi Wealth, LLC | 2,506 | $256.0K | 0.14% | +2,506 | New |
| Mattson Financial Services, LLC | 2,516 | $257.0K | 0.06% | +2,516 | New |
| Segment Wealth Management, LLC | 2,534 | $258.8K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 2,535 | $258.9K | 0.19% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,557 | $261.2K | 0.04% | −2,830−52.5% | Reduced |
| Personal Cfo Solutions, LLC | 2,550 | $262.7K | 0.04% | +22+0.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,576 | $263.1K | 0.00% | −1,331−34.1% | Reduced |
| Evolve Private Wealth, LLC | 2,591 | $264.6K | 0.01% | +2,591 | New |
| Kavar Capital Partners Group, LLC | 2,642 | $269.9K | 0.03% | −508−16.1% | Reduced |
| Aberdeen Wealth Management LLC | 2,645 | $270.2K | 0.12% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,649 | $270.6K | 0.01% | −321−10.8% | Reduced |
| Seelaus Asset Management LLC | 2,650 | $270.7K | 0.20% | −400−13.1% | Reduced |
| Vise Technologies, Inc. | 3,270 | $271.2K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,663 | $272.0K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 2,666 | $272.3K | 0.02% | +2,666 | New |
| Parcion Private Wealth LLC | 2,666 | $272.3K | 0.02% | +2,666 | New |
| Sigma Planning Corp | 2,674 | $273.5K | 0.01% | −931−25.8% | Reduced |
| Keystone Financial Group | 2,679 | $273.6K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,691 | $274.9K | 0.15% | +26+1.0% | Added |
| Ameritas Investment Partners, Inc. | 2,692 | $275.0K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,694 | $275.1K | 0.04% | −120−4.3% | Reduced |
| Allen Investment Management LLC | 2,696 | $275.4K | 0.00% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 2,711 | $276.9K | 0.05% | +2,711 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,716 | $277.4K | 0.02% | +2,716 | New |
| Advisor OS, LLC | 2,723 | $278.1K | 0.02% | +2,723 | New |
| TRUE Private Wealth Advisors | 2,725 | $278.3K | 0.03% | −88−3.1% | Reduced |
| Cardiff Park Advisors, LLC | 2,725 | $278.4K | 0.02% | +2,725 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,733 | $279.1K | 0.04% | −66−2.4% | Reduced |
| Optas, LLC | 2,750 | $280.9K | 0.04% | +2,750 | New |
| TCI Wealth Advisors, Inc. | 2,756 | $281.5K | 0.01% | +44+1.6% | Added |
| Commerzbank Aktiengesellschaft | 2,758 | $282.0K | 0.01% | −96−3.4% | Reduced |
| Nwam LLC | 2,783 | $284.2K | 0.02% | +302+12.2% | Added |
| American Institute for Advanced Investment Management, LLP | 2,790 | $285.0K | 0.18% | −1,880−40.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,791 | $285.1K | 0.00% | +1,780+176.1% | Added |
| Aptus Capital Advisors, LLC | 2,793 | $285.3K | 0.00% | −1,207−30.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,796 | $285.5K | 0.01% | +1,092+64.1% | Added |
| Investment House LLC | 2,800 | $286.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 2,801 | $286.1K | 0.03% | +2,801 | New |
| Savvy Advisors, Inc. | 2,802 | $286.2K | 0.01% | +59+2.2% | Added |
| Jordan Park Group LLC | 2,803 | $286.3K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,808 | $287.0K | 0.04% | −81−2.8% | Reduced |
| IMA Wealth, Inc. | 2,787 | $287.1K | 0.03% | −185−6.2% | Reduced |
| Boston Private Wealth LLC | 2,822 | $288.2K | 0.02% | +37+1.3% | Added |
| Beaumont Financial Advisors, LLC | 2,853 | $291.4K | 0.02% | +22+0.8% | Added |
| BTC Capital Management, Inc. | 2,861 | $292.2K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,862 | $292.3K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,867 | $292.9K | 0.06% | −151−5.0% | Reduced |
| HBK Sorce Advisory LLC | 2,276 | $293.2K | 0.01% | +2,276 | New |
| Rothschild Investment LLC | 2,877 | $293.8K | 0.02% | +2,097+268.8% | Added |
| Baker Avenue Asset Management, LP | 2,890 | $295.2K | 0.01% | +2,890 | New |
| Relyea Zuckerberg Hanson LLC | 2,925 | $298.8K | 0.03% | +34+1.2% | Added |
| Crown Wealth Group, LLC | 2,948 | $301.1K | 0.09% | −113−3.7% | Reduced |
| Mission Wealth Management, LP | 2,948 | $301.1K | 0.01% | +162+5.8% | Added |
| James Hambro & Partners | 2,972 | $303.6K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,980 | $304.9K | 0.03% | +25+0.8% | Added |
| Ashton Thomas Private Wealth, LLC | 2,988 | $305.2K | 0.01% | +2,988 | New |
| Clean Yield Group | 3,000 | $306.4K | 0.09% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,000 | $306.4K | 0.22% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,006 | $307.0K | 0.01% | +3,006 | New |
| Symphony Financial, Ltd. Co. | 3,048 | $308.8K | 0.04% | −200−6.2% | Reduced |
| Montag A & Associates Inc | 3,019 | $310.6K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 3,053 | $311.8K | 0.02% | +306+11.1% | Added |
| WealthCare Asset Management, LLC | 3,057 | $312.2K | 0.33% | +30+1.0% | Added |
| TradeLink Capital LLC | 3,083 | $315.0K | 2.38% | +3,083 | New |
| Mather Group, LLC. | 3,094 | $316.0K | 0.00% | −7−0.2% | Reduced |
| Ameliora Wealth Management Ltd. | 3,100 | $316.6K | 0.10% | −1,250−28.7% | Reduced |
| Fortitude Family Office, LLC | 3,112 | $317.9K | 0.07% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,123 | $318.9K | 0.04% | −14−0.4% | Reduced |
| Kovack Advisors, Inc. | 3,141 | $319.0K | 0.02% | −198−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,149 | $321.6K | 0.00% | −234−6.9% | Reduced |
| Perennial Investment Advisors, LLC | 3,168 | $323.6K | 0.03% | +180+6.0% | Added |
| E&G Advisors, LP | 3,200 | $326.8K | 0.07% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 3,204 | $327.3K | 0.00% | +3,204 | New |
| Sovereign Financial Group, Inc. | 3,227 | $329.6K | 0.06% | +28+0.9% | Added |
| Integrated Advisors Network LLC | 3,229 | $329.8K | 0.02% | −3,009−48.2% | Reduced |
| Strategic Financial Concepts, LLC | 3,236 | $330.6K | 0.08% | −764−19.1% | Reduced |
| Sowell Financial Services LLC | 3,263 | $333.3K | 0.01% | +519+18.9% | Added |
| Brevan Howard Capital Management LP | 3,272 | $334.2K | 0.00% | +3,272 | New |
| Foster & Motley Inc | 3,283 | $335.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,285 | $335.5K | 0.19% | −300−8.4% | Reduced |
| Coastal Bridge Advisors, LLC | 3,301 | $337.1K | 0.02% | +65+2.0% | Added |
| American Investment Services, Inc. | 3,304 | $337.5K | 0.08% | +201+6.5% | Added |
| Atria Investments LLC | 3,318 | $338.9K | 0.00% | +312+10.4% | Added |
| Davis R M Inc | 3,318 | $338.9K | 0.01% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 3,331 | $340.2K | 0.05% | +6+0.2% | Added |
| Retirement Income Solutions, Inc | 3,350 | $342.2K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,364 | $343.6K | 0.02% | −7,103−67.9% | Reduced |
| Palacios Wealth Management, LLC | 2,755 | $347.1K | 0.22% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,410 | $348.3K | 0.03% | +580+20.5% | Added |
| Pathway Financial Advisers, LLC | 3,437 | $351.1K | 0.10% | −211−5.8% | Reduced |