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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 725 | $74.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 721 | $73.6K | 0.00% | −33−4.4% | Reduced |
| Proffitt & Goodson Inc | 704 | $71.9K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $71.5K | 0.00% | −500−41.7% | Reduced |
| Global X Japan Co., Ltd. | 685 | $70.0K | 0.00% | +144+26.6% | Added |
| TIAA Wealth Investment Management LLC | 682 | $69.7K | 0.00% | +682 | New |
| First Horizon Corp | 660 | $67.4K | 0.00% | +10+1.5% | Added |
| CVA Family Office, LLC | 660 | $67.4K | 0.01% | +158+31.5% | Added |
| UMA Financial Services, Inc. | 657 | $67.1K | 0.01% | +60+10.1% | Added |
| Valley National Advisers Inc | 655 | $66.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 655 | $66.0K | 0.01% | +25+4.0% | Added |
| Entrust Financial LLC | 643 | $65.7K | 0.05% | +6+0.9% | Added |
| Financial Avengers, Inc. | 618 | $63.1K | 0.03% | +7+1.1% | Added |
| Caitlin John, LLC | 603 | $61.6K | 0.04% | +6+1.0% | Added |
| Vision Financial Markets LLC | 600 | $61.3K | 0.06% | −750−55.6% | Reduced |
| Global Wealth Strategies & Associates | 600 | $61.3K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 595 | $60.8K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 568 | $58.0K | 0.00% | −684−54.6% | Reduced |
| Zions Bancorporation, National Association | 564 | $57.6K | 0.00% | +83+17.3% | Added |
| Essential Partners LLC | 561 | $57.3K | 0.02% | +110+24.4% | Added |
| Whittier Trust Co of Nevada Inc | 547 | $57.1K | 0.00% | −5−0.9% | Reduced |
| Harvest Fund Management Co., Ltd | 560 | $57.0K | 0.00% | +560 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 553 | $56.5K | 0.01% | +23+4.3% | Added |
| Crewe Advisors LLC | 524 | $53.5K | 0.00% | +19+3.8% | Added |
| Hoey Investments, Inc | 505 | $51.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 500 | $51.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 500 | $51.1K | 0.00% | +500 | New |
| Hazlett, Burt & Watson, Inc. | 500 | $51.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 489 | $49.9K | 0.01% | +24+5.2% | Added |
| AdvisorNet Financial, Inc | 489 | $49.9K | 0.00% | +40+8.9% | Added |
| Hanson & Doremus Investment Management | 475 | $49.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 479 | $48.9K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 475 | $48.6K | 0.04% | +475 | New |
| Ronald Blue Trust, Inc. | 475 | $48.5K | 0.00% | −457−49.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 473 | $48.3K | 0.01% | +175+58.7% | Added |
| Stance Capital LLC | 473 | $48.3K | 0.02% | +473 | New |
| Franchise GP Ltd | 455 | $46.5K | 0.02% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 452 | $46.2K | 0.03% | +452 | New |
| Bartlett & Co. Wealth Management LLC | 358 | $45.9K | 0.00% | +28+8.5% | Added |
| Manchester Capital Management LLC | 436 | $44.5K | 0.01% | +259+146.3% | Added |
| Medallion Wealth Advisors, LLC | 420 | $42.9K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 420 | $42.9K | 0.02% | +61+17.0% | Added |
| WPG Advisers, LLC | 417 | $42.6K | 0.03% | +341+448.7% | Added |
| Wealth Preservation Advisors, LLC | 401 | $41.0K | 0.03% | +356+791.1% | Added |
| NCP Inc. | 400 | $40.9K | 0.07% | −404−50.2% | Reduced |
| Barrett & Company, Inc. | 400 | $40.9K | 0.01% | 00.0% | Unchanged |
| Bayban | 400 | $40.9K | 0.04% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 400 | $40.9K | 0.00% | +400 | New |
| Triumph Capital Management | 396 | $40.8K | 0.01% | −32−7.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 390 | $39.8K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 386 | $39.4K | 0.01% | +386 | New |
| Piscataqua Savings Bank | 353 | $36.1K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 350 | $35.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 346 | $35.3K | 0.00% | +31+9.8% | Added |
| Quest 10 Wealth Builders, Inc. | 344 | $35.1K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 325 | $33.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 322 | $33.0K | 0.00% | +2+0.6% | Added |
| North Star Investment Management Corp. | 309 | $31.6K | 0.00% | +5+1.6% | Added |
| Cranbrook Wealth Management, LLC | 300 | $30.6K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $30.6K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 300 | $30.6K | 0.02% | +300 | New |
| Rossby Financial, LCC | 294 | $29.7K | 0.01% | +64+27.8% | Added |
| Southern Michigan Bank & Trust | 286 | $29.2K | 0.01% | +286 | New |
| Financial Network Wealth Advisors LLC | 284 | $29.0K | 0.03% | −16−5.3% | Reduced |
| LRI Investments, LLC | 284 | $29.0K | 0.00% | +178+167.9% | Added |
| Hilltop National Bank | 283 | $28.9K | 0.01% | +283 | New |
| Twin Peaks Wealth Advisors, LLC | 282 | $28.8K | 0.01% | +282 | New |
| West Branch Capital LLC | 275 | $28.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 270 | $27.6K | 0.00% | +43+18.9% | Added |
| IMG Wealth Management, Inc. | 261 | $26.7K | 0.02% | +17+7.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 250 | $25.5K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 247 | $25.2K | 0.01% | −4−1.6% | Reduced |
| GW&K Investment Management, LLC | 244 | $25.0K | 0.00% | +39+19.0% | Added |
| Newbridge Financial Services Group, Inc. | 244 | $24.9K | 0.00% | +2+0.8% | Added |
| Private Wealth Asset Management, LLC | 237 | $24.2K | 0.00% | −3−1.3% | Reduced |
| IAG Wealth Partners, LLC | 236 | $24.1K | 0.00% | −59−20.0% | Reduced |
| Cornerstone Planning Group LLC | 182 | $23.9K | 0.00% | +99+119.3% | Added |
| Palladiem, LLC | 215 | $23.4K | 0.02% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 229 | $23.3K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 223 | $22.8K | 0.01% | +223 | New |
| Community Bank, N.A. | 223 | $22.8K | 0.00% | +223 | New |
| Farmers & Merchants Investments Inc | 206 | $21.0K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 205 | $20.9K | 0.02% | −6−2.8% | Reduced |
| Chilton Capital Management LLC | 205 | $20.9K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 196 | $20.0K | 0.00% | +196 | New |
| Pinnacle Wealth Planning Services, Inc. | 196 | $20.0K | 0.00% | +26+15.3% | Added |
| Bell Investment Advisors, Inc | 195 | $19.9K | 0.00% | +69+54.8% | Added |
| RMG Wealth Management LLC | 150 | $19.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 182 | $19.1K | 0.00% | +182 | New |
| Coston, McIsaac & Partners | 192 | $19.0K | 0.00% | +1+0.5% | Added |
| Salomon & Ludwin, LLC | 180 | $18.6K | 0.00% | +175+3,500.0% | Added |
| Financial Connections Group, Inc. | 177 | $18.0K | 0.01% | +177 | New |
| Chesapeake Asset Management LLC | 170 | $17.4K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 161 | $16.4K | 0.01% | +161 | New |
| MV Capital Management, Inc. | 160 | $16.3K | 0.00% | +5+3.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 123 | $16.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 153 | $15.6K | 0.01% | +2+1.3% | Added |
| Westfuller Advisors, LLC | 147 | $15.1K | 0.01% | +29+24.6% | Added |
| Mosley Wealth Management | 139 | $14.2K | 0.01% | +139 | New |
| Park Place Capital Corp | 135 | $13.8K | 0.00% | +11+8.9% | Added |