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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 4,806 | $490.9K | 0.02% | +2,104+77.9% | Added |
| Smith Asset Management Co., LLC | 4,756 | $485.8K | 0.42% | −165−3.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,738 | $484.0K | 0.00% | −756−13.8% | Reduced |
| Guggenheim Capital LLC | 4,715 | $481.6K | 0.00% | −1,689−26.4% | Reduced |
| Bridgewater Associates, LP | 4,694 | $479.4K | 0.00% | +4,694 | New |
| High Net Worth Advisory Group LLC | 4,692 | $479.2K | 0.11% | 00.0% | Unchanged |
| JB Capital LLC | 4,626 | $472.5K | 0.02% | −45−1.0% | Reduced |
| Augustine Asset Management Inc | 4,612 | $471.1K | 0.11% | +16+0.3% | Added |
| AlphaGrep UK Ltd | 4,610 | $470.9K | 0.14% | −1,928−29.5% | Reduced |
| RMB Capital Management, LLC | 4,567 | $469.0K | 0.01% | −242−5.0% | Reduced |
| Clearstead Advisors, LLC | 4,578 | $467.6K | 0.00% | +2,811+159.1% | Added |
| Bryn Mawr Trust Co | 4,503 | $459.9K | 0.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,496 | $459.0K | 0.14% | +154+3.5% | Added |
| Krilogy Financial LLC | 3,885 | $457.4K | 0.01% | +577+17.4% | Added |
| GF Fund Management Co. Ltd. | 4,464 | $456.0K | 0.01% | −430−8.8% | Reduced |
| Quest Investment Management LLC | 4,437 | $453.2K | 0.05% | +9+0.2% | Added |
| Essex Savings Bank | 4,431 | $452.6K | 0.10% | −64−1.4% | Reduced |
| Assetmark, Inc | 4,413 | $450.8K | 0.00% | +73+1.7% | Added |
| Measured Wealth Private Client Group, LLC | 4,366 | $445.9K | 0.12% | −2,159−33.1% | Reduced |
| Advisors Management Group Inc | 4,305 | $439.0K | 0.08% | +1,268+41.8% | Added |
| Wealthspire Advisors, LLC | 4,284 | $437.6K | 0.00% | +4,284 | New |
| BCO Wealth Management LLC | 4,275 | $436.6K | 0.26% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 4,250 | $434.1K | 0.44% | −1,895−30.8% | Reduced |
| Fiduciary Family Office, LLC | 4,236 | $432.7K | 0.12% | −126−2.9% | Reduced |
| Stratos Wealth Partners, LTD. | 4,187 | $427.8K | 0.00% | −972−18.8% | Reduced |
| Howland Capital Management LLC | 4,147 | $425.1K | 0.02% | −27−0.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,113 | $424.9K | 0.01% | −92−2.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,151 | $424.0K | 0.02% | +31+0.8% | Added |
| WealthBridge Capital Management, LLC | 4,130 | $421.8K | 0.10% | −161−3.8% | Reduced |
| Hilton Head Capital Partners, LLC | 4,120 | $420.8K | 0.24% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,109 | $419.7K | 0.08% | +658+19.1% | Added |
| Waddell & Associates, LLC | 4,108 | $419.6K | 0.02% | +4,108 | New |
| Natural Investments, LLC | 4,109 | $419.0K | 0.10% | +56+1.4% | Added |
| Disciplined Equity Management, Inc. | 4,085 | $417.2K | 0.21% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,076 | $416.4K | 0.01% | +4,076 | New |
| Alliance Wealth Advisors, LLC | 4,073 | $416.0K | 0.09% | −13−0.3% | Reduced |
| Integrity Alliance, LLC. | 4,067 | $415.5K | 0.02% | −478−10.5% | Reduced |
| Axis Wealth Partners, LLC | 4,047 | $413.3K | 0.22% | +16+0.4% | Added |
| Csenge Advisory Group | 4,037 | $412.3K | 0.02% | +1,495+58.8% | Added |
| International Assets Investment Management, LLC | 4,083 | $412.1K | 0.03% | −76−1.8% | Reduced |
| Gateway Wealth Partners, LLC | 4,017 | $410.3K | 0.02% | +4,017 | New |
| Pension & Wealth Management Advisors, Inc. | 3,996 | $408.2K | 0.12% | −54−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,985 | $407.5K | 0.01% | −639−13.8% | Reduced |
| Flagship Harbor Advisors, LLC | 3,987 | $407.2K | 0.02% | +2,594+186.2% | Added |
| Beverly Hills Private Wealth, LLC | 3,956 | $404.0K | 0.07% | −11−0.3% | Reduced |
| Keybank National Association | 3,938 | $402.2K | 0.00% | +1,243+46.1% | Added |
| Profund Advisors LLC | 3,910 | $399.4K | 0.01% | −1,177−23.1% | Reduced |
| Bogart Wealth, LLC | 3,900 | $398.3K | 0.02% | −19−0.5% | Reduced |
| Armstrong Advisory Group, Inc | 3,894 | $397.7K | 0.03% | −441−10.2% | Reduced |
| Cfo Capital Management LLC | 3,874 | $395.7K | 0.33% | −1,165−23.1% | Reduced |
| Parallel Advisors, LLC | 3,857 | $394.0K | 0.01% | +727+23.2% | Added |
| Ledgewood Wealth Advisors, LLC | 3,806 | $388.7K | 0.22% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,634 | $388.7K | 0.01% | +286+8.5% | Added |
| Sculati Wealth Management, LLC | 3,795 | $387.6K | 0.14% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,780 | $386.1K | 0.01% | +3,780 | New |
| Hilltop Holdings Inc. | 3,776 | $385.7K | 0.04% | −505−11.8% | Reduced |
| Armor Investment Advisors, LLC | 3,773 | $385.4K | 0.14% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,748 | $382.9K | 0.01% | +451+13.7% | Added |
| Meeder Advisory Services, Inc. | 3,741 | $382.1K | 0.02% | +107+2.9% | Added |
| Equitable Holdings, Inc. | 4,551 | $381.5K | 0.00% | +750+19.7% | Added |
| Signal Advisors Wealth, LLC | 3,735 | $381.5K | 0.03% | −288−7.2% | Reduced |
| Ausdal Financial Partners, Inc. | 3,709 | $378.8K | 0.02% | +113+3.1% | Added |
| Significant Wealth Partners LLC | 3,693 | $377.2K | 0.46% | +3,693 | New |
| Sagespring Wealth Partners, LLC | 3,686 | $376.4K | 0.01% | +241+7.0% | Added |
| Putney Financial Group LLC | 3,659 | $373.7K | 0.38% | −420−10.3% | Reduced |
| Park National Corp | 3,656 | $373.4K | 0.01% | −182−4.7% | Reduced |
| Aire Advisors, LLC | 3,642 | $372.0K | 0.07% | +50+1.4% | Added |
| Stephens Inc | 3,639 | $371.7K | 0.00% | −206−5.4% | Reduced |
| Dakota Wealth Management | 3,621 | $369.9K | 0.01% | +10.0% | Added |
| Blue Rock Wealth Management LLC | 3,600 | $367.7K | 0.23% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,597 | $367.4K | 0.05% | −653−15.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,591 | $366.8K | 0.01% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 3,580 | $365.7K | 0.04% | −873−19.6% | Reduced |
| Miracle Mile Advisors, LLC | 3,579 | $365.6K | 0.01% | +233+7.0% | Added |
| Koshinski Asset Management, Inc. | 3,579 | $365.5K | 0.02% | −484−11.9% | Reduced |
| Atlas Capital Advisors LLC | 3,575 | $365.1K | 0.04% | −1,167−24.6% | Reduced |
| Gateway Investment Advisers LLC | 3,557 | $363.3K | 0.00% | +3,557 | New |
| Monument Capital Management | 3,549 | $362.5K | 0.09% | +4+0.1% | Added |
| Simmons Bank | 3,545 | $362.1K | 0.02% | +3,545 | New |
| Prestige Wealth Management Group LLC | 3,537 | $361.3K | 0.07% | +3,389+2,289.9% | Added |
| Panagora Asset Management Inc | 3,524 | $359.9K | 0.00% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 3,507 | $358.2K | 0.10% | +3,507 | New |
| Long Road Investment Counsel, LLC | 3,500 | $357.5K | 0.14% | 00.0% | Unchanged |
| Philadelphia Trust Co | 3,500 | $357.0K | 0.03% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 3,463 | $356.4K | 0.05% | +3,463 | New |
| VestGen Advisors, LLC | 2,821 | $356.1K | 0.01% | +2,821 | New |
| Fisher Asset Management, LLC | 3,482 | $355.7K | 0.00% | −734−17.4% | Reduced |
| Frec Markets, Inc. | 3,462 | $353.6K | 0.06% | +3,462 | New |
| Great Valley Advisor Group, Inc. | 3,453 | $352.4K | 0.01% | +3,453 | New |
| Fulton Bank, N.A. | 3,448 | $352.2K | 0.01% | +3,448 | New |
| Pathway Financial Advisers, LLC | 3,437 | $351.1K | 0.10% | −211−5.8% | Reduced |
| Continuum Advisory, LLC | 3,410 | $348.3K | 0.03% | +580+20.5% | Added |
| Palacios Wealth Management, LLC | 2,755 | $347.1K | 0.22% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,364 | $343.6K | 0.02% | −7,103−67.9% | Reduced |
| Retirement Income Solutions, Inc | 3,350 | $342.2K | 0.06% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 3,331 | $340.2K | 0.05% | +6+0.2% | Added |
| Davis R M Inc | 3,318 | $338.9K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 3,318 | $338.9K | 0.00% | +312+10.4% | Added |
| American Investment Services, Inc. | 3,304 | $337.5K | 0.08% | +201+6.5% | Added |
| Coastal Bridge Advisors, LLC | 3,301 | $337.1K | 0.02% | +65+2.0% | Added |