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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 3,448 | $352.2K | 0.01% | +3,448 | New |
| Great Valley Advisor Group, Inc. | 3,453 | $352.4K | 0.01% | +3,453 | New |
| Frec Markets, Inc. | 3,462 | $353.6K | 0.06% | +3,462 | New |
| Fisher Asset Management, LLC | 3,482 | $355.7K | 0.00% | −734−17.4% | Reduced |
| VestGen Advisors, LLC | 2,821 | $356.1K | 0.01% | +2,821 | New |
| Fort Point Capital Partners LLC | 3,463 | $356.4K | 0.05% | +3,463 | New |
| Philadelphia Trust Co | 3,500 | $357.0K | 0.03% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,500 | $357.5K | 0.14% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,507 | $358.2K | 0.10% | +3,507 | New |
| Panagora Asset Management Inc | 3,524 | $359.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,537 | $361.3K | 0.07% | +3,389+2,289.9% | Added |
| Simmons Bank | 3,545 | $362.1K | 0.02% | +3,545 | New |
| Monument Capital Management | 3,549 | $362.5K | 0.09% | +4+0.1% | Added |
| Gateway Investment Advisers LLC | 3,557 | $363.3K | 0.00% | +3,557 | New |
| Atlas Capital Advisors LLC | 3,575 | $365.1K | 0.04% | −1,167−24.6% | Reduced |
| Koshinski Asset Management, Inc. | 3,579 | $365.5K | 0.02% | −484−11.9% | Reduced |
| Miracle Mile Advisors, LLC | 3,579 | $365.6K | 0.01% | +233+7.0% | Added |
| Teamwork Financial Advisors, LLC | 3,580 | $365.7K | 0.04% | −873−19.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,591 | $366.8K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,597 | $367.4K | 0.05% | −653−15.4% | Reduced |
| Blue Rock Wealth Management LLC | 3,600 | $367.7K | 0.23% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,621 | $369.9K | 0.01% | +10.0% | Added |
| Stephens Inc | 3,639 | $371.7K | 0.00% | −206−5.4% | Reduced |
| Aire Advisors, LLC | 3,642 | $372.0K | 0.07% | +50+1.4% | Added |
| Park National Corp | 3,656 | $373.4K | 0.01% | −182−4.7% | Reduced |
| Putney Financial Group LLC | 3,659 | $373.7K | 0.38% | −420−10.3% | Reduced |
| Sagespring Wealth Partners, LLC | 3,686 | $376.4K | 0.01% | +241+7.0% | Added |
| Significant Wealth Partners LLC | 3,693 | $377.2K | 0.46% | +3,693 | New |
| Ausdal Financial Partners, Inc. | 3,709 | $378.8K | 0.02% | +113+3.1% | Added |
| Signal Advisors Wealth, LLC | 3,735 | $381.5K | 0.03% | −288−7.2% | Reduced |
| Equitable Holdings, Inc. | 4,551 | $381.5K | 0.00% | +750+19.7% | Added |
| Meeder Advisory Services, Inc. | 3,741 | $382.1K | 0.02% | +107+2.9% | Added |
| Perigon Wealth Management, LLC | 3,748 | $382.9K | 0.01% | +451+13.7% | Added |
| Armor Investment Advisors, LLC | 3,773 | $385.4K | 0.14% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,776 | $385.7K | 0.04% | −505−11.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,780 | $386.1K | 0.01% | +3,780 | New |
| Sculati Wealth Management, LLC | 3,795 | $387.6K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,634 | $388.7K | 0.01% | +286+8.5% | Added |
| Ledgewood Wealth Advisors, LLC | 3,806 | $388.7K | 0.22% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,857 | $394.0K | 0.01% | +727+23.2% | Added |
| Cfo Capital Management LLC | 3,874 | $395.7K | 0.33% | −1,165−23.1% | Reduced |
| Armstrong Advisory Group, Inc | 3,894 | $397.7K | 0.03% | −441−10.2% | Reduced |
| Bogart Wealth, LLC | 3,900 | $398.3K | 0.02% | −19−0.5% | Reduced |
| Profund Advisors LLC | 3,910 | $399.4K | 0.01% | −1,177−23.1% | Reduced |
| Keybank National Association | 3,938 | $402.2K | 0.00% | +1,243+46.1% | Added |
| Beverly Hills Private Wealth, LLC | 3,956 | $404.0K | 0.07% | −11−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,987 | $407.2K | 0.02% | +2,594+186.2% | Added |
| SRS Capital Advisors, Inc. | 3,985 | $407.5K | 0.01% | −639−13.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,996 | $408.2K | 0.12% | −54−1.3% | Reduced |
| Gateway Wealth Partners, LLC | 4,017 | $410.3K | 0.02% | +4,017 | New |
| International Assets Investment Management, LLC | 4,083 | $412.1K | 0.03% | −76−1.8% | Reduced |
| Csenge Advisory Group | 4,037 | $412.3K | 0.02% | +1,495+58.8% | Added |
| Axis Wealth Partners, LLC | 4,047 | $413.3K | 0.22% | +16+0.4% | Added |
| Integrity Alliance, LLC. | 4,067 | $415.5K | 0.02% | −478−10.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,073 | $416.0K | 0.09% | −13−0.3% | Reduced |
| Advisory Alpha, LLC | 4,076 | $416.4K | 0.01% | +4,076 | New |
| Disciplined Equity Management, Inc. | 4,085 | $417.2K | 0.21% | 00.0% | Unchanged |
| Natural Investments, LLC | 4,109 | $419.0K | 0.10% | +56+1.4% | Added |
| Waddell & Associates, LLC | 4,108 | $419.6K | 0.02% | +4,108 | New |
| Sivia Capital Partners, LLC | 4,109 | $419.7K | 0.08% | +658+19.1% | Added |
| Hilton Head Capital Partners, LLC | 4,120 | $420.8K | 0.24% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 4,130 | $421.8K | 0.10% | −161−3.8% | Reduced |
| Cornerstone Wealth Management, LLC | 4,151 | $424.0K | 0.02% | +31+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 4,113 | $424.9K | 0.01% | −92−2.2% | Reduced |
| Howland Capital Management LLC | 4,147 | $425.1K | 0.02% | −27−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,187 | $427.8K | 0.00% | −972−18.8% | Reduced |
| Fiduciary Family Office, LLC | 4,236 | $432.7K | 0.12% | −126−2.9% | Reduced |
| Advisory Advocates, LLC | 4,250 | $434.1K | 0.44% | −1,895−30.8% | Reduced |
| BCO Wealth Management LLC | 4,275 | $436.6K | 0.26% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,284 | $437.6K | 0.00% | +4,284 | New |
| Advisors Management Group Inc | 4,305 | $439.0K | 0.08% | +1,268+41.8% | Added |
| Measured Wealth Private Client Group, LLC | 4,366 | $445.9K | 0.12% | −2,159−33.1% | Reduced |
| Assetmark, Inc | 4,413 | $450.8K | 0.00% | +73+1.7% | Added |
| Essex Savings Bank | 4,431 | $452.6K | 0.10% | −64−1.4% | Reduced |
| Quest Investment Management LLC | 4,437 | $453.2K | 0.05% | +9+0.2% | Added |
| GF Fund Management Co. Ltd. | 4,464 | $456.0K | 0.01% | −430−8.8% | Reduced |
| Krilogy Financial LLC | 3,885 | $457.4K | 0.01% | +577+17.4% | Added |
| Aspen Investment Management Inc | 4,496 | $459.0K | 0.14% | +154+3.5% | Added |
| Bryn Mawr Trust Co | 4,503 | $459.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,578 | $467.6K | 0.00% | +2,811+159.1% | Added |
| RMB Capital Management, LLC | 4,567 | $469.0K | 0.01% | −242−5.0% | Reduced |
| AlphaGrep UK Ltd | 4,610 | $470.9K | 0.14% | −1,928−29.5% | Reduced |
| Augustine Asset Management Inc | 4,612 | $471.1K | 0.11% | +16+0.3% | Added |
| JB Capital LLC | 4,626 | $472.5K | 0.02% | −45−1.0% | Reduced |
| High Net Worth Advisory Group LLC | 4,692 | $479.2K | 0.11% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 4,694 | $479.4K | 0.00% | +4,694 | New |
| Guggenheim Capital LLC | 4,715 | $481.6K | 0.00% | −1,689−26.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,738 | $484.0K | 0.00% | −756−13.8% | Reduced |
| Smith Asset Management Co., LLC | 4,756 | $485.8K | 0.42% | −165−3.4% | Reduced |
| Daymark Wealth Partners, LLC | 4,806 | $490.9K | 0.02% | +2,104+77.9% | Added |
| Cornerstone Wealth Group, LLC | 4,198 | $494.7K | 0.03% | +184+4.6% | Added |
| La Banque Postale Asset Management SA | 4,874 | $497.8K | 0.01% | −130,042−96.4% | Reduced |
| Perfromance Wealth Partners, LLC | 4,941 | $504.7K | 0.01% | +20.0% | Added |
| Kapstone Financial Advisors LLC | 4,952 | $505.8K | 0.25% | −143−2.8% | Reduced |
| Linscomb & Williams, Inc. | 4,954 | $506.0K | 0.02% | +197+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 4,991 | $509.8K | 0.01% | +196+4.1% | Added |
| NorthStar Asset Management LLC | 5,015 | $512.2K | 0.25% | 00.0% | Unchanged |
| Estabrook Capital Management | 5,025 | $513.3K | 0.07% | 00.0% | Unchanged |
| Prudential PLC | 5,066 | $517.4K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 5,069 | $517.7K | 0.02% | +288+6.0% | Added |