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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 9,344 | $954.4K | 0.11% | −96−1.0% | Reduced |
| Denali Advisors LLC | 9,358 | $955.8K | 0.11% | +37+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,386 | $958.5K | 0.01% | −64,438−87.3% | Reduced |
| Beacon Investment Advisors LLC | 9,388 | $958.9K | 0.36% | −182−1.9% | Reduced |
| Ullmann Financial Group, Inc. | 9,439 | $964.1K | 0.10% | +83+0.9% | Added |
| Davenport & Co LLC | 9,465 | $964.6K | 0.01% | −14−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,465 | $966.8K | 0.01% | +20+0.2% | Added |
| Atwood & Palmer Inc | 9,476 | $967.9K | 0.05% | +12+0.1% | Added |
| Nomura Holdings Inc | 9,655 | $986.2K | 0.01% | −5,176−34.9% | Reduced |
| Diversify Wealth Management, LLC | 8,615 | $986.6K | 0.02% | +5,915+219.1% | Added |
| Wealthcare Advisory Partners LLC | 9,693 | $990.1K | 0.02% | −1,816−15.8% | Reduced |
| Apollon Wealth Management, LLC | 9,700 | $990.8K | 0.02% | −49−0.5% | Reduced |
| Emerald Investment Advisers, LLC | 9,818 | $1.00M | 0.09% | +9,818 | New |
| Landscape Capital Management, L.L.C. | 9,839 | $1.00M | 0.06% | +9,839 | New |
| Creative Financial Designs Inc | 9,879 | $1.01M | 0.06% | +9,740+7,007.2% | Added |
| Sterling Capital Management LLC | 9,883 | $1.01M | 0.02% | −7,511−43.2% | Reduced |
| Smith Group Asset Management, LLC | 10,000 | $1.02M | 0.05% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,200 | $1.04M | 0.15% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 10,328 | $1.05M | 0.24% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10,528 | $1.06M | 0.01% | +502+5.0% | Added |
| Sequoia Financial Advisors, LLC | 10,464 | $1.07M | 0.01% | +1,191+12.8% | Added |
| TD Waterhouse Canada Inc. | 10,610 | $1.07M | 0.00% | +5,855+123.1% | Added |
| Highline Wealth Partners LLC | 10,503 | $1.07M | 0.27% | −2,388−18.5% | Reduced |
| J.M. Arbour, LLC | 10,601 | $1.08M | 1.04% | −259−2.4% | Reduced |
| Beacon Financial Advisory LLC | 10,621 | $1.08M | 0.24% | +78+0.7% | Added |
| Wellington Shields & Co., LLC | 10,643 | $1.09M | 0.28% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 10,671 | $1.09M | 0.18% | −597−5.3% | Reduced |
| Brighton Jones LLC | 10,675 | $1.09M | 0.02% | +10,675 | New |
| Truvestments Capital LLC | 10,694 | $1.09M | 0.20% | −415−3.7% | Reduced |
| UBS Asset Management Americas Inc | 10,726 | $1.10M | 0.00% | +8,646+415.7% | Added |
| Ingalls & Snyder LLC | 10,735 | $1.10M | 0.04% | −10−0.1% | Reduced |
| Vident Advisory, LLC | 10,782 | $1.10M | 0.01% | +2,260+26.5% | Added |
| Glenmede Trust Co NA | 10,850 | $1.11M | 0.01% | +442+4.2% | Added |
| Guardian Asset Advisors, LLC | 10,911 | $1.11M | 0.65% | +686+6.7% | Added |
| Saudi Central Bank | 10,911 | $1.11M | 0.02% | +10,911 | New |
| Atomi Financial Group, Inc. | 10,967 | $1.12M | 0.03% | +1,949+21.6% | Added |
| Schroder Investment Management Group | 10,976 | $1.12M | 0.00% | +546+5.2% | Added |
| Glenview Trust Co | 11,016 | $1.13M | 0.02% | +16+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 11,048 | $1.13M | 0.46% | −260−2.3% | Reduced |
| Level Four Advisory Services, LLC | 11,094 | $1.13M | 0.04% | +51+0.5% | Added |
| Kinneret Advisory, LLC | 11,038 | $1.14M | 0.11% | −490−4.3% | Reduced |
| Savant Capital, LLC | 11,160 | $1.14M | 0.01% | +2,211+24.7% | Added |
| Moody National Bank Trust Division | 11,210 | $1.14M | 0.11% | +398+3.7% | Added |
| Beacon Pointe Advisors, LLC | 11,217 | $1.15M | 0.01% | +4,246+60.9% | Added |
| Verdence Capital Advisors LLC | 11,273 | $1.15M | 0.07% | −518−4.4% | Reduced |
| F/M Investments LLC | 11,275 | $1.15M | 0.08% | −10,745−48.8% | Reduced |
| Cary Street Partners Financial LLC | 11,304 | $1.15M | 0.03% | +428+3.9% | Added |
| Delta Capital Management LLC | 11,610 | $1.19M | 0.65% | 00.0% | Unchanged |
| Tema ETFs LLC | 11,780 | $1.20M | 0.08% | −8,319−41.4% | Reduced |
| Golden State Equity Partners | 11,822 | $1.21M | 0.09% | +5,481+86.4% | Added |
| Dana Investment Advisors, Inc. | 11,836 | $1.21M | 0.04% | −35,301−74.9% | Reduced |
| Abbot Financial Management, Inc. | 11,877 | $1.21M | 0.52% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,942 | $1.22M | 0.03% | −1,588−11.7% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.23M | 0.02% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 11,923 | $1.23M | 0.04% | −1,278−9.7% | Reduced |
| Assenagon Asset Management S.A. | 12,050 | $1.23M | 0.00% | −152−1.2% | Reduced |
| Bleakley Financial Group, LLC | 12,119 | $1.24M | 0.02% | +716+6.3% | Added |
| MUFG Securities EMEA plc | 12,122 | $1.24M | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,125 | $1.24M | 0.74% | +15+0.1% | Added |
| Chesley Taft & Associates LLC | 12,237 | $1.25M | 0.05% | −500−3.9% | Reduced |
| Crestwood Advisors Group LLC | 12,260 | $1.25M | 0.02% | +1,017+9.0% | Added |
| Chicago Partners Investment Group LLC | 10,693 | $1.25M | 0.03% | +4,377+69.3% | Added |
| LDR Capital Management LLC | 12,344 | $1.26M | 1.70% | −2,816−18.6% | Reduced |
| Banque Cantonale Vaudoise | 12,356 | $1.26M | 0.05% | +1,544+14.3% | Added |
| Advisory Services Network, LLC | 12,356 | $1.26M | 0.02% | +632+5.4% | Added |
| Agf Management Ltd | 12,363 | $1.26M | 0.01% | −13,873−52.9% | Reduced |
| Reik & Co., LLC | 12,480 | $1.27M | 0.35% | 00.0% | Unchanged |
| HM Payson & Co | 12,526 | $1.28M | 0.02% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 12,540 | $1.28M | 0.84% | +180+1.5% | Added |
| E. Ohman J:or Asset Management AB | 12,703 | $1.30M | 0.03% | 00.0% | Unchanged |
| Wiregrass Investment Management LLC | 12,728 | $1.30M | 1.08% | +444+3.6% | Added |
| RSM US Wealth Management LLC | 12,624 | $1.30M | 0.02% | +824+7.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,754 | $1.30M | 0.04% | −335−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,867 | $1.31M | 0.05% | +833+6.9% | Added |
| Roman Butler Fullerton & Co | 12,330 | $1.32M | 0.36% | −52−0.4% | Reduced |
| Walleye Trading LLC | 12,980 | $1.33M | 0.03% | +12,980 | New |
| Ossiam | 13,154 | $1.34M | 0.02% | +505+4.0% | Added |
| Principal Securities, Inc. | 13,179 | $1.35M | 0.02% | +7,367+126.8% | Added |
| Omers Administration Corp | 13,362 | $1.36M | 0.01% | +2,887+27.6% | Added |
| Texas Yale Capital Corp. | 13,505 | $1.38M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 13,840 | $1.41M | 0.04% | 00.0% | Unchanged |
| Trust Investment Advisors | 13,955 | $1.43M | 0.83% | −3,356−19.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,065 | $1.44M | 0.08% | +21+0.1% | Added |
| Fox Run Management, L.L.C. | 14,738 | $1.44M | 0.25% | +14,738 | New |
| Robeco Institutional Asset Management B.V. | 14,603 | $1.49M | 0.00% | −1,094−7.0% | Reduced |
| Kessler Investment Group, LLC | 14,657 | $1.50M | 0.71% | +2,954+25.2% | Added |
| Maryland State Retirement & Pension System | 14,703 | $1.50M | 0.03% | +444+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 14,755 | $1.51M | 0.03% | +10,000+210.3% | Added |
| Simplex Trading, LLC | 14,800 | $1.51M | 0.05% | +12,443+527.9% | Added |
| One Charles Private Wealth Services, LLC | 14,975 | $1.53M | 0.38% | −199−1.3% | Reduced |
| Havemeyer Place LP | 15,077 | $1.54M | 0.18% | +5,689+60.6% | Added |
| Louisiana State Employees Retirement System | 15,100 | $1.54M | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,153 | $1.55M | 0.02% | +701+4.9% | Added |
| DoubleLine ETF Adviser LP | 15,281 | $1.56M | 0.59% | −3,794−19.9% | Reduced |
| King Luther Capital Management Corp | 15,302 | $1.56M | 0.01% | −627−3.9% | Reduced |
| HB Wealth Management, LLC | 15,406 | $1.57M | 0.01% | +3,579+30.3% | Added |
| Royal Fund Management, LLC | 15,649 | $1.60M | 0.15% | −30,381−66.0% | Reduced |
| Abn Amro Investment Solutions | 15,813 | $1.62M | 0.02% | −404−2.5% | Reduced |
| Crossmark Global Holdings, Inc. | 15,818 | $1.62M | 0.02% | −210−1.3% | Reduced |
| Community Bank of Raymore | 15,871 | $1.62M | 1.09% | +630+4.1% | Added |