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 |
|---|---|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | 5,072 | $518.1K | 0.01% | +7+0.1% | Added |
| Spire Wealth Management | 5,138 | $524.8K | 0.02% | −6,335−55.2% | Reduced |
| Group One Trading, L.P. | 5,151 | $526.1K | 0.02% | −1,143−18.2% | Reduced |
| Hancock Whitney Corp | 4,202 | $529.4K | 0.01% | −259−5.8% | Reduced |
| M&G Plc | 5,193 | $529.7K | 0.00% | +230+4.6% | Added |
| Destination Wealth Management | 5,186 | $529.7K | 0.01% | +1,904+58.0% | Added |
| Valued Retirements, Inc. | 5,190 | $530.1K | 0.52% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,230 | $534.2K | 0.01% | −1,243−19.2% | Reduced |
| Brown Brothers Harriman & Co | 5,231 | $534.3K | 0.00% | +3,137+149.8% | Added |
| Financial Management Professionals, Inc. | 5,337 | $549.7K | 0.06% | +72+1.4% | Added |
| Ameritas Advisory Services, LLC | 5,458 | $557.5K | 0.02% | +1,672+44.2% | Added |
| TD Private Client Wealth LLC | 5,486 | $560.3K | 0.01% | +1,064+24.1% | Added |
| Simplicity Wealth,LLC | 5,497 | $561.5K | 0.03% | +203+3.8% | Added |
| AE Wealth Management LLC | 5,506 | $562.4K | 0.00% | −2,739−33.2% | Reduced |
| Washington Trust Co | 5,586 | $570.5K | 0.02% | 00.0% | Unchanged |
| Somerset Trust Co | 5,675 | $579.6K | 0.18% | −152−2.6% | Reduced |
| Oppenheimer & Co Inc | 5,746 | $586.9K | 0.01% | −19−0.3% | Reduced |
| Ballentine Partners, LLC | 5,843 | $596.8K | 0.01% | −713−10.9% | Reduced |
| West Wealth Group, LLC | 5,865 | $599.1K | 0.12% | +15+0.3% | Added |
| Pinnacle Family Advisors, LLC | 5,880 | $600.6K | 0.28% | +31+0.5% | Added |
| CX Institutional | 5,893 | $602.0K | 0.02% | −653−10.0% | Reduced |
| Machina Capital S.A.S. | 5,910 | $603.6K | 0.12% | +5,910 | New |
| Columbia Asset Management | 5,912 | $603.9K | 0.11% | −480−7.5% | Reduced |
| Cardinal Point Capital Management, ULC | 5,905 | $608.2K | 0.04% | −1,705−22.4% | Reduced |
| Sheets Smith Wealth Management | 6,025 | $615.4K | 0.07% | +37+0.6% | Added |
| Fidelis Capital Partners, LLC | 6,111 | $624.2K | 0.04% | +560+10.1% | Added |
| Signaturefd, LLC | 6,120 | $625.1K | 0.01% | +515+9.2% | Added |
| Independence Bank of Kentucky | 6,124 | $625.5K | 0.08% | −1,625−21.0% | Reduced |
| Essex Financial Services, Inc. | 6,170 | $630.2K | 0.04% | +62+1.0% | Added |
| Harbour Investments, Inc. | 6,174 | $630.7K | 0.01% | −1,248−16.8% | Reduced |
| Aigen Investment Management, LP | 6,255 | $638.9K | 0.16% | +6,255 | New |
| Horizon Investments, LLC | 6,353 | $648.9K | 0.01% | +1,673+35.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,364 | $650.1K | 0.02% | +72+1.1% | Added |
| Aprio Wealth Management, LLC | 6,379 | $651.5K | 0.04% | +994+18.5% | Added |
| Kingsview Wealth Management, LLC | 6,426 | $656.3K | 0.01% | +1,331+26.1% | Added |
| Summit Financial, LLC | 6,380 | $657.2K | 0.01% | −300−4.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,457 | $659.5K | 0.03% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 6,504 | $664.3K | 0.01% | −907−12.2% | Reduced |
| Quadrant Capital Group LLC | 6,576 | $671.7K | 0.02% | +503+8.3% | Added |
| GAMMA Investing LLC | 6,621 | $676.3K | 0.03% | +2,091+46.2% | Added |
| Buckingham Strategic Partners | 6,716 | $686.1K | 0.01% | +6,716 | New |
| HighPoint Advisor Group LLC | 6,789 | $693.5K | 0.03% | −15,613−69.7% | Reduced |
| IHT Wealth Management, LLC | 6,868 | $701.5K | 0.02% | −9,461−57.9% | Reduced |
| Evergreen Capital Management LLC | 6,870 | $701.7K | 0.02% | +1,035+17.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,889 | $703.6K | 0.02% | +6,889 | New |
| Prime Capital Investment Advisors, LLC | 6,912 | $706.0K | 0.01% | +396+6.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,926 | $707.4K | 0.01% | −169−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 6,980 | $713.0K | 0.05% | +467+7.2% | Added |
| Fiduciary Group LLC | 7,000 | $715.0K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,004 | $715.4K | 0.09% | −7−0.1% | Reduced |
| TBH Global Asset Management, LLC | 7,070 | $722.1K | 0.15% | −48−0.7% | Reduced |
| Centaurus Financial, Inc. | 7,115 | $727.0K | 0.03% | −100−1.4% | Reduced |
| Larson Financial Group LLC | 7,290 | $744.6K | 0.02% | +5,338+273.5% | Added |
| GTS Securities LLC | 7,330 | $748.7K | 0.03% | +4,211+135.0% | Added |
| Arkadios Wealth Advisors | 7,386 | $754.4K | 0.01% | −362−4.7% | Reduced |
| Princeton Capital Management LLC | 7,401 | $755.9K | 0.21% | 00.0% | Unchanged |
| Mathes Company, Inc. | 7,400 | $756.0K | 0.28% | −150−2.0% | Reduced |
| Massmutual Trust Co FSB | 7,489 | $764.9K | 0.02% | −159−2.1% | Reduced |
| Prospera Financial Services Inc | 7,495 | $765.8K | 0.01% | −135−1.8% | Reduced |
| We Are One Seven, LLC | 7,510 | $767.1K | 0.02% | +341+4.8% | Added |
| Huntington National Bank | 7,520 | $768.1K | 0.00% | +1,172+18.5% | Added |
| Coldstream Capital Management Inc | 7,705 | $787.0K | 0.01% | +388+5.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,721 | $788.6K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 7,800 | $796.7K | 0.17% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,819 | $798.6K | 0.23% | −2,684−25.6% | Reduced |
| Securian Asset Management, Inc | 7,937 | $810.7K | 0.03% | −100−1.2% | Reduced |
| Bailard, Inc. | 7,942 | $811.2K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 7,987 | $815.8K | 0.29% | −99−1.2% | Reduced |
| Cresset Asset Management, LLC | 7,925 | $816.2K | 0.00% | +1,214+18.1% | Added |
| RNC Capital Management LLC | 8,000 | $817.1K | 0.04% | 00.0% | Unchanged |
| Natixis | 8,120 | $829.4K | 0.00% | −5,252−39.3% | Reduced |
| Strait & Sound Wealth Management LLC | 8,136 | $831.0K | 0.32% | +9+0.1% | Added |
| Rik Saylor Financial, Inc. | 8,180 | $835.5K | 0.63% | +14+0.2% | Added |
| MUFG Securities Americas Inc. | 8,186 | $836.1K | 0.05% | +223+2.8% | Added |
| Bramshill Investments, LLC | 8,243 | $841.9K | 0.07% | −53−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 8,329 | $850.7K | 0.15% | +681+8.9% | Added |
| Syon Capital LLC | 8,353 | $853.1K | 0.04% | +3,248+63.6% | Added |
| North Dakota State Investment Board | 8,480 | $866.1K | 0.04% | −1,579−15.7% | Reduced |
| Future Financial Wealth Managment LLC | 7,646 | $868.2K | 0.56% | −410−5.1% | Reduced |
| Herold Advisors, Inc. | 8,500 | $868.2K | 0.19% | −150−1.7% | Reduced |
| V-Square Quantitative Management LLC | 8,557 | $874.0K | 0.09% | −621−6.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,613 | $879.7K | 0.05% | −3,151−26.8% | Reduced |
| Atlantic Union Bankshares Corp | 8,628 | $881.3K | 0.02% | −641−6.9% | Reduced |
| Ascent Group, LLC | 8,652 | $883.7K | 0.03% | +1,024+13.4% | Added |
| Skopos Labs, Inc. | 8,679 | $886.4K | 0.03% | +3,692+74.0% | Added |
| Verus Capital Partners, LLC | 8,701 | $888.8K | 0.06% | −733−7.8% | Reduced |
| Ofi Invest Asset Management | 8,724 | $891.1K | 0.01% | +5,280+153.3% | Added |
| Callan Family Office, LLC | 8,743 | $893.0K | 0.02% | +121+1.4% | Added |
| Advisors Capital Management, LLC | 8,992 | $918.4K | 0.01% | −322−3.5% | Reduced |
| Wedbush Securities Inc | 9,007 | $920.0K | 0.03% | −287−3.1% | Reduced |
| Founders Financial Alliance, LLC | 9,019 | $921.2K | 0.17% | +42+0.5% | Added |
| Brinker Capital Investments, LLC | 9,034 | $922.7K | 0.01% | −550−5.7% | Reduced |
| Greenleaf Trust | 9,079 | $927.3K | 0.01% | +386+4.4% | Added |
| EP Wealth Advisors, LLC | 9,113 | $930.8K | 0.00% | −2,750−23.2% | Reduced |
| Independent Financial Group, LLC | 9,145 | $934.1K | 0.02% | −171−1.8% | Reduced |
| Oddo BHF Asset Management SAS | 9,183 | $938.0K | 0.04% | −881−8.8% | Reduced |
| Ostrum Asset Management | 9,222 | $941.9K | 0.05% | +8,322+924.7% | Added |
| Capital Investment Advisory Services, LLC | 9,234 | $943.1K | 0.07% | −405−4.2% | Reduced |
| Jump Financial, LLC | 9,234 | $943.2K | 0.01% | +9,234 | New |
| Mechanics Bank Trust Department | 9,273 | $947.1K | 0.13% | +444+5.0% | Added |