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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
Cetera Trust Company, N.A3,285$335.5K0.19%−300−8.4%Reduced
Foster & Motley Inc3,283$335.0K0.02%00.0%Unchanged
Brevan Howard Capital Management LP3,272$334.2K0.00%+3,272New
Sowell Financial Services LLC3,263$333.3K0.01%+519+18.9%Added
Strategic Financial Concepts, LLC3,236$330.6K0.08%−764−19.1%Reduced
Integrated Advisors Network LLC3,229$329.8K0.02%−3,009−48.2%Reduced
Sovereign Financial Group, Inc.3,227$329.6K0.06%+28+0.9%Added
Pinnacle Financial Partners, Inc.3,204$327.3K0.00%+3,204New
E&G Advisors, LP3,200$326.8K0.07%00.0%Unchanged
Perennial Investment Advisors, LLC3,168$323.6K0.03%+180+6.0%Added
Vestmark Advisory Solutions, Inc.3,149$321.6K0.00%−234−6.9%Reduced
Kovack Advisors, Inc.3,141$319.0K0.02%−198−5.9%Reduced
Fortis Capital Management LLC3,123$318.9K0.04%−14−0.4%Reduced
Fortitude Family Office, LLC3,112$317.9K0.07%00.0%Unchanged
Ameliora Wealth Management Ltd.3,100$316.6K0.10%−1,250−28.7%Reduced
Mather Group, LLC.3,094$316.0K0.00%−7−0.2%Reduced
TradeLink Capital LLC3,083$315.0K2.38%+3,083New
WealthCare Asset Management, LLC3,057$312.2K0.33%+30+1.0%Added
Diversified Enterprises, LLC3,053$311.8K0.02%+306+11.1%Added
Montag A & Associates Inc3,019$310.6K0.01%00.0%Unchanged
Symphony Financial, Ltd. Co.3,048$308.8K0.04%−200−6.2%Reduced
Virtu Financial LLC3,006$307.0K0.01%+3,006New
Clean Yield Group3,000$306.4K0.09%00.0%Unchanged
Asset Planning,Inc3,000$306.4K0.22%00.0%Unchanged
Ashton Thomas Private Wealth, LLC2,988$305.2K0.01%+2,988New
Onyx Bridge Wealth Group LLC2,980$304.9K0.03%+25+0.8%Added
James Hambro & Partners2,972$303.6K0.01%00.0%Unchanged
Crown Wealth Group, LLC2,948$301.1K0.09%−113−3.7%Reduced
Mission Wealth Management, LP2,948$301.1K0.01%+162+5.8%Added
Relyea Zuckerberg Hanson LLC2,925$298.8K0.03%+34+1.2%Added
Baker Avenue Asset Management, LP2,890$295.2K0.01%+2,890New
Rothschild Investment LLC2,877$293.8K0.02%+2,097+268.8%Added
HBK Sorce Advisory LLC2,276$293.2K0.01%+2,276New
Southland Equity Partners LLC2,867$292.9K0.06%−151−5.0%Reduced
Charter Oak Capital Management, LLC2,862$292.3K0.02%00.0%Unchanged
BTC Capital Management, Inc.2,861$292.2K0.02%00.0%Unchanged
Beaumont Financial Advisors, LLC2,853$291.4K0.02%+22+0.8%Added
Boston Private Wealth LLC2,822$288.2K0.02%+37+1.3%Added
IMA Wealth, Inc.2,787$287.1K0.03%−185−6.2%Reduced
Cigna Investments Inc2,808$287.0K0.04%−81−2.8%Reduced
Jordan Park Group LLC2,803$286.3K0.02%00.0%Unchanged
Savvy Advisors, Inc.2,802$286.2K0.01%+59+2.2%Added
Wealth Alliance2,801$286.1K0.03%+2,801New
Investment House LLC2,800$286.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC2,796$285.5K0.01%+1,092+64.1%Added
Aptus Capital Advisors, LLC2,793$285.3K0.00%−1,207−30.2%Reduced
Exchange Traded Concepts, LLC2,791$285.1K0.00%+1,780+176.1%Added
American Institute for Advanced Investment Management, LLP2,790$285.0K0.18%−1,880−40.3%Reduced
Nwam LLC2,783$284.2K0.02%+302+12.2%Added
Commerzbank Aktiengesellschaft2,758$282.0K0.01%−96−3.4%Reduced
TCI Wealth Advisors, Inc.2,756$281.5K0.01%+44+1.6%Added
Optas, LLC2,750$280.9K0.04%+2,750New
Allen Mooney & Barnes Investment Advisors LLC2,733$279.1K0.04%−66−2.4%Reduced
Cardiff Park Advisors, LLC2,725$278.4K0.02%+2,725New
TRUE Private Wealth Advisors2,725$278.3K0.03%−88−3.1%Reduced
Advisor OS, LLC2,723$278.1K0.02%+2,723New
Patriot Financial Group Insurance Agency, LLC2,716$277.4K0.02%+2,716New
SeaBridge Investment Advisors LLC2,711$276.9K0.05%+2,711New
Allen Investment Management LLC2,696$275.4K0.00%00.0%Unchanged
Premier Path Wealth Partners, LLC2,694$275.1K0.04%−120−4.3%Reduced
Ameritas Investment Partners, Inc.2,692$275.0K0.01%00.0%Unchanged
Walker Asset Management, LLC2,691$274.9K0.15%+26+1.0%Added
Keystone Financial Group2,679$273.6K0.02%00.0%Unchanged
Sigma Planning Corp2,674$273.5K0.01%−931−25.8%Reduced
AlphaStar Capital Management, LLC2,666$272.3K0.02%+2,666New
Parcion Private Wealth LLC2,666$272.3K0.02%+2,666New
Patton Fund Management, Inc.2,663$272.0K0.05%00.0%Unchanged
Vise Technologies, Inc.3,270$271.2K0.01%00.0%Unchanged
Seelaus Asset Management LLC2,650$270.7K0.20%−400−13.1%Reduced
CWA Asset Management Group, LLC2,649$270.6K0.01%−321−10.8%Reduced
Aberdeen Wealth Management LLC2,645$270.2K0.12%00.0%Unchanged
Kavar Capital Partners Group, LLC2,642$269.9K0.03%−508−16.1%Reduced
Evolve Private Wealth, LLC2,591$264.6K0.01%+2,591New
Envestnet Portfolio Solutions, Inc.2,576$263.1K0.00%−1,331−34.1%Reduced
Personal Cfo Solutions, LLC2,550$262.7K0.04%+22+0.9%Added
Dynamic Technology Lab Private Ltd2,557$261.2K0.04%−2,830−52.5%Reduced
Centerpoint Advisory Group2,535$258.9K0.19%00.0%Unchanged
Segment Wealth Management, LLC2,534$258.8K0.02%00.0%Unchanged
Mattson Financial Services, LLC2,516$257.0K0.06%+2,516New
Xxi Wealth, LLC2,506$256.0K0.14%+2,506New
Brown Financial Advisors2,490$254.3K0.10%+2,490New
Bayforest Capital Ltd2,476$252.9K0.28%−10.0%Reduced
Samalin Investment Counsel, LLC2,463$251.6K0.09%−115−4.5%Reduced
Fielder Capital Group LLC2,437$248.9K0.05%+2,437New
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,431$248.3K0.01%−624−20.4%Reduced
Bridgelight Financial Advisors, Inc.2,429$248.1K0.21%+2,429New
AssuredPartners Investment Advisors, LLC2,352$245.4K0.03%+2,352New
Renaissance Technologies LLC2,400$245.1K0.00%+2,400New
DV Trading LLC2,400$245.1K0.02%+2,400New
Bedel Financial Consulting, Inc.2,392$244.3K0.03%+2,392New
Tiaa-Cref Individual & Institutional Services, LLC2,381$243.2K0.00%+2,381New
Pinnacle Associates Ltd2,379$243.0K0.00%+2,379New
Beese Fulmer Investment Management, Inc.2,350$242.1K0.02%+2,350New
Jacobi Capital Management LLC2,363$241.3K0.01%+2,363New
Schmidt P J Investment Management Inc2,360$241.1K0.04%+2,360New
Prosperity Consulting Group, LLC2,360$241.1K0.01%+2,360New
Armistice Capital, LLC2,351$240.1K0.01%+2,351New
Intrua Financial, LLC2,349$239.9K0.03%+2,349New
Sentinus, LLC2,330$238.0K0.02%+2,330New
Turtle Creek Wealth Advisors, LLC2,324$237.4K0.02%+2,324New