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 |
|---|---|---|---|---|---|
| One Charles Private Wealth Services, LLC | 14,975 | $1.53M | 0.38% | −199−1.3% | Reduced |
| Simplex Trading, LLC | 14,800 | $1.51M | 0.05% | +12,443+527.9% | Added |
| Carnegie Capital Asset Management, LLC | 14,755 | $1.51M | 0.03% | +10,000+210.3% | Added |
| Maryland State Retirement & Pension System | 14,703 | $1.50M | 0.03% | +444+3.1% | Added |
| Kessler Investment Group, LLC | 14,657 | $1.50M | 0.71% | +2,954+25.2% | Added |
| Robeco Institutional Asset Management B.V. | 14,603 | $1.49M | 0.00% | −1,094−7.0% | Reduced |
| Fox Run Management, L.L.C. | 14,738 | $1.44M | 0.25% | +14,738 | New |
| Moody Lynn & Lieberson, LLC | 14,065 | $1.44M | 0.08% | +21+0.1% | Added |
| Trust Investment Advisors | 13,955 | $1.43M | 0.83% | −3,356−19.4% | Reduced |
| New Mexico Educational Retirement Board | 13,840 | $1.41M | 0.04% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 13,505 | $1.38M | 0.04% | 00.0% | Unchanged |
| Omers Administration Corp | 13,362 | $1.36M | 0.01% | +2,887+27.6% | Added |
| Principal Securities, Inc. | 13,179 | $1.35M | 0.02% | +7,367+126.8% | Added |
| Ossiam | 13,154 | $1.34M | 0.02% | +505+4.0% | Added |
| Walleye Trading LLC | 12,980 | $1.33M | 0.03% | +12,980 | New |
| Roman Butler Fullerton & Co | 12,330 | $1.32M | 0.36% | −52−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 12,867 | $1.31M | 0.05% | +833+6.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,754 | $1.30M | 0.04% | −335−2.6% | Reduced |
| RSM US Wealth Management LLC | 12,624 | $1.30M | 0.02% | +824+7.0% | Added |
| Wiregrass Investment Management LLC | 12,728 | $1.30M | 1.08% | +444+3.6% | Added |
| E. Ohman J:or Asset Management AB | 12,703 | $1.30M | 0.03% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 12,540 | $1.28M | 0.84% | +180+1.5% | Added |
| HM Payson & Co | 12,526 | $1.28M | 0.02% | 00.0% | Unchanged |
| Reik & Co., LLC | 12,480 | $1.27M | 0.35% | 00.0% | Unchanged |
| Agf Management Ltd | 12,363 | $1.26M | 0.01% | −13,873−52.9% | Reduced |
| Advisory Services Network, LLC | 12,356 | $1.26M | 0.02% | +632+5.4% | Added |
| Banque Cantonale Vaudoise | 12,356 | $1.26M | 0.05% | +1,544+14.3% | Added |
| LDR Capital Management LLC | 12,344 | $1.26M | 1.70% | −2,816−18.6% | Reduced |
| Chicago Partners Investment Group LLC | 10,693 | $1.25M | 0.03% | +4,377+69.3% | Added |
| Crestwood Advisors Group LLC | 12,260 | $1.25M | 0.02% | +1,017+9.0% | Added |
| Chesley Taft & Associates LLC | 12,237 | $1.25M | 0.05% | −500−3.9% | Reduced |
| Widmann Financial Services, Inc. | 12,125 | $1.24M | 0.74% | +15+0.1% | Added |
| MUFG Securities EMEA plc | 12,122 | $1.24M | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 12,119 | $1.24M | 0.02% | +716+6.3% | Added |
| Assenagon Asset Management S.A. | 12,050 | $1.23M | 0.00% | −152−1.2% | Reduced |
| Focus Financial Network, Inc. | 11,923 | $1.23M | 0.04% | −1,278−9.7% | Reduced |
| Segall Bryant & Hamill, LLC | 12,009 | $1.23M | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 11,942 | $1.22M | 0.03% | −1,588−11.7% | Reduced |
| Abbot Financial Management, Inc. | 11,877 | $1.21M | 0.52% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 11,836 | $1.21M | 0.04% | −35,301−74.9% | Reduced |
| Golden State Equity Partners | 11,822 | $1.21M | 0.09% | +5,481+86.4% | Added |
| Tema ETFs LLC | 11,780 | $1.20M | 0.08% | −8,319−41.4% | Reduced |
| Delta Capital Management LLC | 11,610 | $1.19M | 0.65% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 11,304 | $1.15M | 0.03% | +428+3.9% | Added |
| F/M Investments LLC | 11,275 | $1.15M | 0.08% | −10,745−48.8% | Reduced |
| Verdence Capital Advisors LLC | 11,273 | $1.15M | 0.07% | −518−4.4% | Reduced |
| Beacon Pointe Advisors, LLC | 11,217 | $1.15M | 0.01% | +4,246+60.9% | Added |
| Moody National Bank Trust Division | 11,210 | $1.14M | 0.11% | +398+3.7% | Added |
| Savant Capital, LLC | 11,160 | $1.14M | 0.01% | +2,211+24.7% | Added |
| Kinneret Advisory, LLC | 11,038 | $1.14M | 0.11% | −490−4.3% | Reduced |
| Level Four Advisory Services, LLC | 11,094 | $1.13M | 0.04% | +51+0.5% | Added |
| Retirement Planning Co of New England, Inc. | 11,048 | $1.13M | 0.46% | −260−2.3% | Reduced |
| Glenview Trust Co | 11,016 | $1.13M | 0.02% | +16+0.1% | Added |
| Schroder Investment Management Group | 10,976 | $1.12M | 0.00% | +546+5.2% | Added |
| Atomi Financial Group, Inc. | 10,967 | $1.12M | 0.03% | +1,949+21.6% | Added |
| Saudi Central Bank | 10,911 | $1.11M | 0.02% | +10,911 | New |
| Guardian Asset Advisors, LLC | 10,911 | $1.11M | 0.65% | +686+6.7% | Added |
| Glenmede Trust Co NA | 10,850 | $1.11M | 0.01% | +442+4.2% | Added |
| Vident Advisory, LLC | 10,782 | $1.10M | 0.01% | +2,260+26.5% | Added |
| Ingalls & Snyder LLC | 10,735 | $1.10M | 0.04% | −10−0.1% | Reduced |
| UBS Asset Management Americas Inc | 10,726 | $1.10M | 0.00% | +8,646+415.7% | Added |
| Truvestments Capital LLC | 10,694 | $1.09M | 0.20% | −415−3.7% | Reduced |
| Brighton Jones LLC | 10,675 | $1.09M | 0.02% | +10,675 | New |
| Burling Wealth Partners, LLC | 10,671 | $1.09M | 0.18% | −597−5.3% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $1.09M | 0.28% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 10,621 | $1.08M | 0.24% | +78+0.7% | Added |
| J.M. Arbour, LLC | 10,601 | $1.08M | 1.04% | −259−2.4% | Reduced |
| Highline Wealth Partners LLC | 10,503 | $1.07M | 0.27% | −2,388−18.5% | Reduced |
| TD Waterhouse Canada Inc. | 10,610 | $1.07M | 0.00% | +5,855+123.1% | Added |
| Sequoia Financial Advisors, LLC | 10,464 | $1.07M | 0.01% | +1,191+12.8% | Added |
| Farther Finance Advisors, LLC | 10,528 | $1.06M | 0.01% | +502+5.0% | Added |
| Plimoth Trust Co LLC | 10,328 | $1.05M | 0.24% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 10,200 | $1.04M | 0.15% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 10,000 | $1.02M | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 9,883 | $1.01M | 0.02% | −7,511−43.2% | Reduced |
| Creative Financial Designs Inc | 9,879 | $1.01M | 0.06% | +9,740+7,007.2% | Added |
| Landscape Capital Management, L.L.C. | 9,839 | $1.00M | 0.06% | +9,839 | New |
| Emerald Investment Advisers, LLC | 9,818 | $1.00M | 0.09% | +9,818 | New |
| Apollon Wealth Management, LLC | 9,700 | $990.8K | 0.02% | −49−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 9,693 | $990.1K | 0.02% | −1,816−15.8% | Reduced |
| Diversify Wealth Management, LLC | 8,615 | $986.6K | 0.02% | +5,915+219.1% | Added |
| Nomura Holdings Inc | 9,655 | $986.2K | 0.01% | −5,176−34.9% | Reduced |
| Atwood & Palmer Inc | 9,476 | $967.9K | 0.05% | +12+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,465 | $966.8K | 0.01% | +20+0.2% | Added |
| Davenport & Co LLC | 9,465 | $964.6K | 0.01% | −14−0.1% | Reduced |
| Ullmann Financial Group, Inc. | 9,439 | $964.1K | 0.10% | +83+0.9% | Added |
| Beacon Investment Advisors LLC | 9,388 | $958.9K | 0.36% | −182−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,386 | $958.5K | 0.01% | −64,438−87.3% | Reduced |
| Denali Advisors LLC | 9,358 | $955.8K | 0.11% | +37+0.4% | Added |
| Redhawk Wealth Advisors, Inc. | 9,344 | $954.4K | 0.11% | −96−1.0% | Reduced |
| Mechanics Bank Trust Department | 9,273 | $947.1K | 0.13% | +444+5.0% | Added |
| Jump Financial, LLC | 9,234 | $943.2K | 0.01% | +9,234 | New |
| Capital Investment Advisory Services, LLC | 9,234 | $943.1K | 0.07% | −405−4.2% | Reduced |
| Ostrum Asset Management | 9,222 | $941.9K | 0.05% | +8,322+924.7% | Added |
| Oddo BHF Asset Management SAS | 9,183 | $938.0K | 0.04% | −881−8.8% | Reduced |
| Independent Financial Group, LLC | 9,145 | $934.1K | 0.02% | −171−1.8% | Reduced |
| EP Wealth Advisors, LLC | 9,113 | $930.8K | 0.00% | −2,750−23.2% | Reduced |
| Greenleaf Trust | 9,079 | $927.3K | 0.01% | +386+4.4% | Added |
| Brinker Capital Investments, LLC | 9,034 | $922.7K | 0.01% | −550−5.7% | Reduced |
| Founders Financial Alliance, LLC | 9,019 | $921.2K | 0.17% | +42+0.5% | Added |