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Who Owns Iron Mountain Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Iron Mountain Inc.

Who crossed 5% of IRM →
Managers holding
37
as of 2026-09-30
Reported value
$56.4M
summed across filings
Shares held
508.8K
Added vs trimmed
13 / 11
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Border to Coast Pensions Partnership LtdREIT240K shtrimmed$26.6M
Werlinich Asset Management, LLCCOM52K shheld$5.8M
Pensionfund PDNCOMMON STOCK40.3K shtrimmed$4.5M
Gradient Investments LLCCOM28.9K shtrimmed$3.2M
Pensionfund SabicCOMMON STOCK19.8K shtrimmed$2.2M
Venture Visionary Partners LLCCOM16.7K shtrimmed$1.9M
Farther Finance Advisors, LLCREIT16.1K shadded$1.8M
Kessler Investment Group, LLCCOM14.6K shtrimmed$1.6M
MOODY NATIONAL BANK TRUST DIVISIONCOM11.7K shadded$1.3M
ATWOOD & PALMER INCCOM9.5K shadded$1.1M
GAMMA Investing LLCREIT8K shadded$882.6K
MassMutual Private Wealth & Trust, FSBClosed-end REIT7.3K shtrimmed$806.5K
Monument Capital ManagementCOM7.1K shheld$793.2K
Wedmont Private CapitalCOM5K shadded$564.2K
ARMSTRONG ADVISORY GROUP, INCCOM3.9K shheld$432K
Ledgewood Wealth Advisors, LLCCOM3.8K shheld$422.3K
PARK NATIONAL CORP /OH/Com3.7K shheld$405.6K
Legacy Wealth Asset Management, LLCCOM3.6K shadded$402.8K
Avidian Wealth Enterprises, LLCCOM2.4K shadded$262.7K
RIVERSEDGE ADVISORS, LLCCOM2.3K sh—$260.2K
Valeo Financial Advisors, LLCREIT2K shadded$225.7K
Sound Income Strategies, LLCCOM2K shadded$221.6K
LifeGoal Investments, LLCCOM1.9K sh—$214.2K
Wealth Enhancement Trust Services, Inc.COM1.3K shadded$145K
Bank of New HampshireCOM1.2K shadded$134.3K
TOTH FINANCIAL ADVISORY CORPCOM1.2K shtrimmed$133.6K
EASTERN BANKCOM841 shadded$93.3K
Rosenberg Matthew HamiltonREIT714 shtrimmed$79.2K
ELEVATION WEALTH PARTNERS, LLCCOM413 shadded$45.8K
CoreCap Advisors, LLCREIT315 shtrimmed$35.1K
Grove Bank & TrustCOM70 shheld$7.8K
MJT & Associates Financial Advisory Group, Inc.REIT55 shheld$6.1K
Marquette Asset Management, LLCCOM30 shheld$3.3K
GILPIN WEALTH MANAGEMENT, LLCCOM29 sh—$3.2K
GK Wealth Management LLCCOM28 sh—$3.1K
Retirement Wealth Solutions LLCCOM16 sh—$1.8K
Davis Capital ManagementREIT5 shtrimmed$555

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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