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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 9,007 | $920.0K | 0.03% | −287−3.1% | Reduced |
| Advisors Capital Management, LLC | 8,992 | $918.4K | 0.01% | −322−3.5% | Reduced |
| Callan Family Office, LLC | 8,743 | $893.0K | 0.02% | +121+1.4% | Added |
| Ofi Invest Asset Management | 8,724 | $891.1K | 0.01% | +5,280+153.3% | Added |
| Verus Capital Partners, LLC | 8,701 | $888.8K | 0.06% | −733−7.8% | Reduced |
| Skopos Labs, Inc. | 8,679 | $886.4K | 0.03% | +3,692+74.0% | Added |
| Ascent Group, LLC | 8,652 | $883.7K | 0.03% | +1,024+13.4% | Added |
| Atlantic Union Bankshares Corp | 8,628 | $881.3K | 0.02% | −641−6.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,613 | $879.7K | 0.05% | −3,151−26.8% | Reduced |
| V-Square Quantitative Management LLC | 8,557 | $874.0K | 0.09% | −621−6.8% | Reduced |
| Herold Advisors, Inc. | 8,500 | $868.2K | 0.19% | −150−1.7% | Reduced |
| Future Financial Wealth Managment LLC | 7,646 | $868.2K | 0.56% | −410−5.1% | Reduced |
| North Dakota State Investment Board | 8,480 | $866.1K | 0.04% | −1,579−15.7% | Reduced |
| Syon Capital LLC | 8,353 | $853.1K | 0.04% | +3,248+63.6% | Added |
| Paradigm Financial Partners, LLC | 8,329 | $850.7K | 0.15% | +681+8.9% | Added |
| Bramshill Investments, LLC | 8,243 | $841.9K | 0.07% | −53−0.6% | Reduced |
| MUFG Securities Americas Inc. | 8,186 | $836.1K | 0.05% | +223+2.8% | Added |
| Rik Saylor Financial, Inc. | 8,180 | $835.5K | 0.63% | +14+0.2% | Added |
| Strait & Sound Wealth Management LLC | 8,136 | $831.0K | 0.32% | +9+0.1% | Added |
| Natixis | 8,120 | $829.4K | 0.00% | −5,252−39.3% | Reduced |
| RNC Capital Management LLC | 8,000 | $817.1K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,925 | $816.2K | 0.00% | +1,214+18.1% | Added |
| Colonial River Wealth Management, LLC | 7,987 | $815.8K | 0.29% | −99−1.2% | Reduced |
| Bailard, Inc. | 7,942 | $811.2K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,937 | $810.7K | 0.03% | −100−1.2% | Reduced |
| EntryPoint Capital, LLC | 7,819 | $798.6K | 0.23% | −2,684−25.6% | Reduced |
| Archer Investment Corp | 7,800 | $796.7K | 0.17% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,721 | $788.6K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,705 | $787.0K | 0.01% | +388+5.3% | Added |
| Huntington National Bank | 7,520 | $768.1K | 0.00% | +1,172+18.5% | Added |
| We Are One Seven, LLC | 7,510 | $767.1K | 0.02% | +341+4.8% | Added |
| Prospera Financial Services Inc | 7,495 | $765.8K | 0.01% | −135−1.8% | Reduced |
| Massmutual Trust Co FSB | 7,489 | $764.9K | 0.02% | −159−2.1% | Reduced |
| Mathes Company, Inc. | 7,400 | $756.0K | 0.28% | −150−2.0% | Reduced |
| Princeton Capital Management LLC | 7,401 | $755.9K | 0.21% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,386 | $754.4K | 0.01% | −362−4.7% | Reduced |
| GTS Securities LLC | 7,330 | $748.7K | 0.03% | +4,211+135.0% | Added |
| Larson Financial Group LLC | 7,290 | $744.6K | 0.02% | +5,338+273.5% | Added |
| Centaurus Financial, Inc. | 7,115 | $727.0K | 0.03% | −100−1.4% | Reduced |
| TBH Global Asset Management, LLC | 7,070 | $722.1K | 0.15% | −48−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,004 | $715.4K | 0.09% | −7−0.1% | Reduced |
| Fiduciary Group LLC | 7,000 | $715.0K | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,980 | $713.0K | 0.05% | +467+7.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,926 | $707.4K | 0.01% | −169−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,912 | $706.0K | 0.01% | +396+6.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,889 | $703.6K | 0.02% | +6,889 | New |
| Evergreen Capital Management LLC | 6,870 | $701.7K | 0.02% | +1,035+17.7% | Added |
| IHT Wealth Management, LLC | 6,868 | $701.5K | 0.02% | −9,461−57.9% | Reduced |
| HighPoint Advisor Group LLC | 6,789 | $693.5K | 0.03% | −15,613−69.7% | Reduced |
| Buckingham Strategic Partners | 6,716 | $686.1K | 0.01% | +6,716 | New |
| GAMMA Investing LLC | 6,621 | $676.3K | 0.03% | +2,091+46.2% | Added |
| Quadrant Capital Group LLC | 6,576 | $671.7K | 0.02% | +503+8.3% | Added |
| Concurrent Investment Advisors, LLC | 6,504 | $664.3K | 0.01% | −907−12.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 6,457 | $659.5K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,380 | $657.2K | 0.01% | −300−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 6,426 | $656.3K | 0.01% | +1,331+26.1% | Added |
| Aprio Wealth Management, LLC | 6,379 | $651.5K | 0.04% | +994+18.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,364 | $650.1K | 0.02% | +72+1.1% | Added |
| Horizon Investments, LLC | 6,353 | $648.9K | 0.01% | +1,673+35.7% | Added |
| Aigen Investment Management, LP | 6,255 | $638.9K | 0.16% | +6,255 | New |
| Harbour Investments, Inc. | 6,174 | $630.7K | 0.01% | −1,248−16.8% | Reduced |
| Essex Financial Services, Inc. | 6,170 | $630.2K | 0.04% | +62+1.0% | Added |
| Independence Bank of Kentucky | 6,124 | $625.5K | 0.08% | −1,625−21.0% | Reduced |
| Signaturefd, LLC | 6,120 | $625.1K | 0.01% | +515+9.2% | Added |
| Fidelis Capital Partners, LLC | 6,111 | $624.2K | 0.04% | +560+10.1% | Added |
| Sheets Smith Wealth Management | 6,025 | $615.4K | 0.07% | +37+0.6% | Added |
| Cardinal Point Capital Management, ULC | 5,905 | $608.2K | 0.04% | −1,705−22.4% | Reduced |
| Columbia Asset Management | 5,912 | $603.9K | 0.11% | −480−7.5% | Reduced |
| Machina Capital S.A.S. | 5,910 | $603.6K | 0.12% | +5,910 | New |
| CX Institutional | 5,893 | $602.0K | 0.02% | −653−10.0% | Reduced |
| Pinnacle Family Advisors, LLC | 5,880 | $600.6K | 0.28% | +31+0.5% | Added |
| West Wealth Group, LLC | 5,865 | $599.1K | 0.12% | +15+0.3% | Added |
| Ballentine Partners, LLC | 5,843 | $596.8K | 0.01% | −713−10.9% | Reduced |
| Oppenheimer & Co Inc | 5,746 | $586.9K | 0.01% | −19−0.3% | Reduced |
| Somerset Trust Co | 5,675 | $579.6K | 0.18% | −152−2.6% | Reduced |
| Washington Trust Co | 5,586 | $570.5K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 5,506 | $562.4K | 0.00% | −2,739−33.2% | Reduced |
| Simplicity Wealth,LLC | 5,497 | $561.5K | 0.03% | +203+3.8% | Added |
| TD Private Client Wealth LLC | 5,486 | $560.3K | 0.01% | +1,064+24.1% | Added |
| Ameritas Advisory Services, LLC | 5,458 | $557.5K | 0.02% | +1,672+44.2% | Added |
| Financial Management Professionals, Inc. | 5,337 | $549.7K | 0.06% | +72+1.4% | Added |
| Brown Brothers Harriman & Co | 5,231 | $534.3K | 0.00% | +3,137+149.8% | Added |
| TCG Advisory Services, LLC | 5,230 | $534.2K | 0.01% | −1,243−19.2% | Reduced |
| Valued Retirements, Inc. | 5,190 | $530.1K | 0.52% | 00.0% | Unchanged |
| Destination Wealth Management | 5,186 | $529.7K | 0.01% | +1,904+58.0% | Added |
| M&G Plc | 5,193 | $529.7K | 0.00% | +230+4.6% | Added |
| Hancock Whitney Corp | 4,202 | $529.4K | 0.01% | −259−5.8% | Reduced |
| Group One Trading, L.P. | 5,151 | $526.1K | 0.02% | −1,143−18.2% | Reduced |
| Spire Wealth Management | 5,138 | $524.8K | 0.02% | −6,335−55.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 5,072 | $518.1K | 0.01% | +7+0.1% | Added |
| Welch Group, LLC | 5,069 | $517.7K | 0.02% | +288+6.0% | Added |
| Prudential PLC | 5,066 | $517.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 5,025 | $513.3K | 0.07% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 5,015 | $512.2K | 0.25% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,991 | $509.8K | 0.01% | +196+4.1% | Added |
| Linscomb & Williams, Inc. | 4,954 | $506.0K | 0.02% | +197+4.1% | Added |
| Kapstone Financial Advisors LLC | 4,952 | $505.8K | 0.25% | −143−2.8% | Reduced |
| Perfromance Wealth Partners, LLC | 4,941 | $504.7K | 0.01% | +20.0% | Added |
| La Banque Postale Asset Management SA | 4,874 | $497.8K | 0.01% | −130,042−96.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,198 | $494.7K | 0.03% | +184+4.6% | Added |