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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.

Institutional holdersQ1 2026: 1,090 institutions
Q1 2021: 630 institutionsQ2 2021: 687 institutionsQ3 2021: 711 institutionsQ4 2021: 754 institutionsQ1 2022: 777 institutionsQ2 2022: 767 institutionsQ3 2022: 743 institutionsQ4 2022: 782 institutionsQ1 2023: 790 institutionsQ2 2023: 817 institutionsQ3 2023: 831 institutionsQ4 2023: 891 institutionsQ1 2024: 938 institutionsQ2 2024: 967 institutionsQ3 2024: 1,056 institutionsQ4 2024: 1,067 institutionsQ1 2025: 995 institutionsQ2 2025: 1,045 institutionsQ3 2025: 1,017 institutionsQ4 2025: 1,011 institutionsQ1 2026: 1,090 institutionsQ2 2026: 1,173 institutions
Value heldQ1 2026: $25.9B
Q1 2021: $8.44BQ2 2021: $9.70BQ3 2021: $9.94BQ4 2021: $12.0BQ1 2022: $12.4BQ2 2022: $10.9BQ3 2022: $10.0BQ4 2022: $11.4BQ1 2023: $12.0BQ2 2023: $12.9BQ3 2023: $13.7BQ4 2023: $16.4BQ1 2024: $19.0BQ2 2024: $22.2BQ3 2024: $28.8BQ4 2024: $24.9BQ1 2025: $21.1BQ2 2025: $25.5BQ3 2025: $25.5BQ4 2025: $21.4BQ1 2026: $25.9BQ2 2026: $32.4B
Institutions holding IRM and their total value by quarter
QuarterHoldersValue
Q2 20261,173$32.4B
Q1 20261,090$25.9B
Q4 20251,011$21.4B
Q3 20251,017$25.5B
Q2 20251,045$25.5B
Q1 2025995$21.1B
Q4 20241,067$24.9B
Q3 20241,056$28.8B
Q2 2024967$22.2B
Q1 2024938$19.0B
Q4 2023891$16.4B
Q3 2023831$13.7B
Q2 2023817$12.9B
Q1 2023790$12.0B
Q4 2022782$11.4B
Q3 2022743$10.0B
Q2 2022767$10.9B
Q1 2022777$12.4B
Q4 2021754$12.0B
Q3 2021711$9.94B
Q2 2021687$9.70B
Q1 2021630$8.44B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q4 2025.

Institutions holding IRM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tidemark, LLC128$13.1K0.00%+3+2.4%Added
MCF Advisors LLC124$12.7K0.00%+11+9.7%Added
Foster Dykema Cabot & Partners, LLC121$12.5K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$11.5K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.112$11.4K0.00%00.0%Unchanged
Sachetta, LLC105$10.7K0.01%+7+7.1%Added
Kayne Anderson Rudnick Investment Management LLC104$10.6K0.00%−1−1.0%Reduced
Benson Wealth Management INC102$10.4K0.01%00.0%Unchanged
Chung Wu Investment Group, LLC100$10.2K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.98$10.1K0.00%+58+145.0%Added
Covestor Ltd94$10.0K0.01%−81−46.3%Reduced
Evermay Wealth Management LLC97$9.91K0.00%+97New
Red Tortoise LLC94$9.60K0.00%00.0%Unchanged
Westside Investment Management, Inc.92$9.49K0.00%00.0%Unchanged
Oakworth Capital, Inc.91$9.29K0.00%−58−38.9%Reduced
Innovative Asset Advisors Group, LLC89$9.18K0.01%+89New
Anfield Capital Management, LLC88$8.99K0.00%00.0%Unchanged
Curio Wealth, LLC86$8.77K0.00%00.0%Unchanged
J.Safra Asset Management Corp80$8.17K0.00%00.0%Unchanged
Basepoint Wealth LLC77$7.87K0.00%+77New
High Note Wealth, LLC74$7.56K0.00%+24+48.0%Added
Bruce G. Allen Investments, LLC74$7.56K0.00%+33+80.5%Added
Johnson Financial Group, Inc.72$7.36K0.00%00.0%Unchanged
Joseph Group Capital Management71$7.25K0.00%+71New
Grove Bank & Trust70$7.15K0.00%+6+9.4%Added
Dogwood Wealth Management LLC70$7.15K0.00%+70New
JPL Wealth Management, LLC69$7.05K0.00%+69New
Park Square Financial Group, LLC69$7.05K0.05%+69New
Ankerstar Wealth, LLC66$6.80K0.01%+66New
Geneos Wealth Management Inc.66$6.74K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.66$6.74K0.00%+66New
Farmers & Merchants Trust Co of Chambersburg PA58$6.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC57$5.82K0.00%+47+470.0%Added
MJT & Associates Financial Advisory Group, Inc.55$5.62K0.00%00.0%Unchanged
ZRC Wealth Management, LLC52$5.31K0.00%+52New
Bullseye Investment Management, LLC50$5.11K0.00%00.0%Unchanged
Clear Street Markets LLC49$5.00K0.00%−389−88.8%Reduced
Mowery & Schoenfeld Wealth Management, LLC49$5.00K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.47$4.80K0.00%+47New
Cornerstone Financial Management LLC43$4.39K0.00%+10+30.3%Added
Wilkerson Advisory Group LLC43$4.39K0.00%+43New
1620 Investment Advisors, Inc.42$4.29K0.00%00.0%Unchanged
Copia Wealth Management42$4.29K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC41$4.19K0.00%+37+925.0%Added
Raffa Wealth Management, LLC37$3.78K0.00%00.0%Unchanged
United Community Bank37$3.78K0.00%00.0%Unchanged
South State Corp.36$3.68K0.00%+5+16.1%Added
Ares Financial Consulting, LLC35$3.53K0.00%00.0%Unchanged
Clayton Financial Group LLC34$3.47K0.00%00.0%Unchanged
Holos Integrated Wealth LLC30$3.12K0.00%+1+3.4%Added
Marquette Asset Management, LLC30$3.06K0.00%+30New
Aspect Partners, LLC29$2.96K0.00%00.0%Unchanged
Hollencrest Capital Management29$2.96K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC28$2.86K0.00%−22−44.0%Reduced
Principia Wealth Advisory, LLC27$2.76K0.00%+7+35.0%Added
Asset Dedication, LLC25$2.55K0.00%−60−70.6%Reduced
CBIZ Investment Advisory Services, LLC23$2.37K0.00%−37−61.7%Reduced
Sunbelt Securities, Inc.22$2.25K0.00%−142−86.6%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.20$2.04K0.00%00.0%Unchanged
Ogorek Anthony Joseph25$2.00K0.00%00.0%Unchanged
NBT Bank N A17$1.74K0.00%+17New
Rialto Wealth Management, LLC16$1.64K0.00%+10+166.7%Added
Kilter Group LLC15$1.53K0.00%−7−31.8%Reduced
Clark Wealth Partners15$1.53K0.00%+15New
Millstone Evans Group, LLC14$1.43K0.00%00.0%Unchanged
Synergy Investment Management, LLC14$1.43K0.00%+14New
Burk Holdings LLC14$1.43K0.00%+14New
American Capital Advisory, LLC13$1.33K0.00%+2+18.2%Added
Financial Consulate, Inc10$1.02K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC10$1.02K0.00%+10New
Capital Advisors, Ltd. LLC10$1.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.9$9190.00%+9New
TopTier Wealth Management, LLC9$9190.00%+9New
Hughes Financial Services, LLC8$8170.00%+6+300.0%Added
Caitong International Asset Management Co., Ltd8$8170.00%+8New
TFC Financial Management7$7150.00%00.0%Unchanged
Quaker Wealth Management, LLC7$7150.00%+1+16.7%Added
Silicon Valley Capital Partners7$7150.00%+7New
Gs Investments, Inc.6$6130.00%+6New
Bare Financial Services, Inc6$6130.00%+6New
Wolff Wiese Magana LLC5$5110.00%00.0%Unchanged
RWM Asset Management, LLC5$5110.00%+5New
Davis Capital Management4$4090.00%00.0%Unchanged
Raleigh Capital Management Inc.3$3380.00%−95−96.9%Reduced
Proathlete Wealth Management LLC3$3110.00%00.0%Unchanged
Colonial Trust Co3$3060.00%−6−66.7%Reduced
Beaird Harris Wealth Management, LLC2$2050.00%−350−99.4%Reduced
DecisionPoint Financial, LLC2$2050.00%00.0%Unchanged
Private Wealth Management Group, LLC1$1030.00%00.0%Unchanged
3 Factor Indexing, LLC1$1030.00%+1New
Verition Fund Management LLC0$00.00%−208,951−100.0%Sold out
SG Americas Securities, LLC0$00.00%−137,582−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−130,324−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−88,145−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−86,400−100.0%Sold out
Man Group plc0$00.00%−57,346−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−54,151−100.0%Sold out
Sora Investors LLC0$00.00%−47,345−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−39,394−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−36,518−100.0%Sold out