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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 2,316 | $236.6K | 0.01% | +2,316 | New |
| Mayflower Financial Advisors, LLC | 2,315 | $236.5K | 0.03% | +2,315 | New |
| Fortress Private Ledger, LLC | 2,306 | $235.5K | 0.07% | +2,306 | New |
| Soltis Investment Advisors LLC | 2,304 | $235.3K | 0.02% | +2,304 | New |
| Saxony Capital Management, LLC | 2,283 | $233.2K | 0.14% | +2,283 | New |
| Fayez Sarofim & Co | 2,280 | $232.9K | 0.00% | +2,280 | New |
| Smith, Moore & Co. | 2,251 | $229.9K | 0.02% | +2,251 | New |
| Mystic Asset Management, Inc. | 2,247 | $229.5K | 0.05% | +2,247 | New |
| Quantbot Technologies LP | 2,233 | $228.1K | 0.01% | +2,233 | New |
| Avidian Wealth Solutions, LLC | 2,228 | $227.5K | 0.01% | +2,228 | New |
| Heritage Wealth Advisors | 2,222 | $227.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,218 | $226.5K | 0.03% | +125+6.0% | Added |
| Nations Financial Group Inc, | 2,215 | $226.3K | 0.01% | +2,215 | New |
| Marex Group plc | 2,215 | $226.2K | 0.00% | −832−27.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 2,200 | $225.0K | 0.05% | +2,200 | New |
| IFP Advisors, Inc | 2,201 | $224.8K | 0.00% | −920−29.5% | Reduced |
| AlphaCore Capital LLC | 2,183 | $224.8K | 0.01% | +2,183 | New |
| Citizens Business Bank | 2,199 | $224.6K | 0.04% | −650−22.8% | Reduced |
| Spirepoint Private Client, LLC | 2,197 | $224.4K | 0.02% | −258−10.5% | Reduced |
| Pallas Capital Advisors LLC | 2,191 | $223.8K | 0.01% | +2,191 | New |
| Ibex Wealth Advisors | 2,178 | $222.5K | 0.02% | +2,178 | New |
| Empower Advisory Group, LLC | 2,155 | $220.1K | 0.00% | +2,155 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,142 | $219.0K | 0.00% | −12,007−84.9% | Reduced |
| Paller Financial Services Inc | 2,132 | $217.8K | 0.18% | +2,132 | New |
| Stiles Financial Services Inc | 2,127 | $217.3K | 0.07% | +2,127 | New |
| Brookwood Investment Group LLC | 2,127 | $217.3K | 0.03% | +2,127 | New |
| Indivisible Partners | 2,125 | $217.0K | 0.02% | +2,125 | New |
| Platform Technology Partners | 2,120 | $216.5K | 0.04% | +2,120 | New |
| Warm Springs Advisors Inc. | 2,117 | $216.2K | 0.18% | +2,117 | New |
| Abel Hall, LLC | 2,106 | $215.1K | 0.05% | +2,106 | New |
| Keebeck Wealth Management, LLC | 2,083 | $214.5K | 0.02% | +2,083 | New |
| Vanguard National Trust Co | 2,100 | $214.5K | 0.01% | +2,100 | New |
| Hunter Associates Investment Management LLC | 2,099 | $214.0K | 0.03% | +2,099 | New |
| Deseret Mutual Benefit Administrators | 2,093 | $213.8K | 0.07% | +886+73.4% | Added |
| Silver Oak Securities, Inc | 2,091 | $213.6K | 0.02% | +2,091 | New |
| Copeland Capital Management, LLC | 2,091 | $213.6K | 0.00% | +1,016+94.5% | Added |
| Sound Income Strategies, LLC | 2,084 | $210.4K | 0.01% | −330−13.7% | Reduced |
| Second Line Capital, LLC | 1,661 | $209.3K | 0.04% | +1,661 | New |
| Private Trust Co NA | 2,048 | $209.2K | 0.02% | +23+1.1% | Added |
| Valley Financial Group, Inc. | 2,048 | $209.2K | 0.11% | +2,048 | New |
| Aspiriant, LLC | 2,043 | $208.7K | 0.01% | +2,043 | New |
| Ignite Planners, LLC | 2,041 | $208.5K | 0.03% | +2,041 | New |
| Mosaic Family Wealth Partners, LLC | 2,040 | $208.4K | 0.02% | +2,040 | New |
| Dorsey & Whitney Trust CO LLC | 2,037 | $208.1K | 0.01% | +2,037 | New |
| Waldron Private Wealth LLC | 2,023 | $206.6K | 0.01% | +2,023 | New |
| PDS Planning, Inc | 2,012 | $205.5K | 0.01% | +2,012 | New |
| Root Financial Partners, LLC | 2,010 | $205.3K | 0.01% | +801+66.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,001 | $204.4K | 0.06% | +2,001 | New |
| Financial Perspectives, Inc | 2,000 | $204.3K | 0.06% | 00.0% | Unchanged |
| Apriem Advisors | 2,000 | $204.3K | 0.02% | +2,000 | New |
| RW Investment Management LLC | 2,000 | $204.3K | 0.02% | +2,000 | New |
| Flputnam Investment Management Co | 1,969 | $201.1K | 0.00% | −16,737−89.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,923 | $196.4K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 1,907 | $194.8K | 0.04% | +1,907 | New |
| Cullen/Frost Bankers, Inc. | 1,904 | $194.5K | 0.00% | −165−8.0% | Reduced |
| Richardson Financial Services Inc. | 1,884 | $192.4K | 0.12% | +654+53.2% | Added |
| Coastline Trust Co | 1,856 | $189.6K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,830 | $186.9K | 0.06% | +250+15.8% | Added |
| Monetary Management Group Inc | 1,800 | $183.9K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,741 | $177.8K | 0.02% | +426+32.4% | Added |
| NVWM, LLC | 1,699 | $173.6K | 0.04% | 00.0% | Unchanged |
| SHP Wealth Management | 1,680 | $171.6K | 0.01% | −70−4.0% | Reduced |
| Penserra Capital Management LLC | 1,669 | $170.0K | 0.00% | +51+3.2% | Added |
| Smartleaf Asset Management LLC | 1,650 | $161.0K | 0.01% | −430−20.7% | Reduced |
| Muzinich & Co., Inc. | 1,567 | $160.1K | 0.06% | +964+159.9% | Added |
| Keating Financial Advisory Services, Inc. | 1,547 | $158.0K | 0.03% | −6,338−80.4% | Reduced |
| Whittier Trust Co | 1,497 | $156.2K | 0.00% | −244−14.0% | Reduced |
| First Financial Corp | 1,500 | $153.2K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,499 | $153.1K | 0.01% | −191−11.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,461 | $150.3K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,369 | $139.8K | 0.01% | +1,369 | New |
| Umb Bank N A | 1,349 | $137.8K | 0.00% | −621−31.5% | Reduced |
| Los Angeles Capital Management LLC | 1,348 | $137.7K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,324 | $135.2K | 0.00% | +1,324 | New |
| Basecamp Wealth Advisors LLC | 1,314 | $134.2K | 0.03% | +37+2.9% | Added |
| Tower View Investment Management & Research LLC | 1,314 | $134.2K | 0.07% | +14+1.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,307 | $133.5K | 0.02% | +15+1.2% | Added |
| Silvant Capital Management LLC | 1,292 | $132.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 1,277 | $130.4K | 0.02% | +23+1.8% | Added |
| GFS Advisors, LLC | 11,350 | $130.2K | 0.01% | +11,350 | New |
| HHM Wealth Advisors, LLC | 1,244 | $127.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,229 | $125.5K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,217 | $124.3K | 0.00% | +117+10.6% | Added |
| Lavaca Capital LLC | 1,209 | $123.5K | 0.02% | +248+25.8% | Added |
| Hantz Financial Services, Inc. | 1,175 | $120.0K | 0.00% | +865+279.0% | Added |
| Kozak & Associates, Inc. | 1,000 | $111.9K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,049 | $107.1K | 0.03% | +333+46.5% | Added |
| Sittner & Nelson, LLC | 1,026 | $104.8K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 999 | $102.9K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 972 | $99.2K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 960 | $98.1K | 0.01% | +960 | New |
| Bank of New Hampshire | 910 | $92.9K | 0.02% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 905 | $92.4K | 0.04% | −1−0.1% | Reduced |
| Parvin Asset Management, LLC | 820 | $83.8K | 0.06% | 00.0% | Unchanged |
| Onefund, LLC | 813 | $82.1K | 0.05% | −30−3.6% | Reduced |
| Rosenberg Matthew Hamilton | 790 | $80.7K | 0.02% | −180−18.6% | Reduced |
| Corsicana & Co. | 900 | $77.4K | 0.05% | +450+100.0% | Added |
| Abound Wealth Management | 748 | $76.4K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 735 | $75.1K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 730 | $74.6K | 0.02% | +306+72.2% | Added |