# IRON MTN INC DEL (IRM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IRM/

- Reporting holders: 40
- Reported value: $23.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Werlinich Asset Management, LLC](https://holderbook.com/funds/2000493-werlinich-asset-management-llc/) | $5.8M | 51,982 | 2.2% | 23 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $3.2M | 28,928 | 0.0% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.9M | 16,735 | 0.0% | 26 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 16,101 | 0.0% | 16 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $1.6M | 14,576 | 0.8% | 10 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.3M | 11,656 | 0.1% | 32 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $1.1M | 9,496 | 0.1% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $882.6K | 7,955 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $806.5K | 7,269 | 0.0% | 32 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $793.2K | 7,149 | 0.2% | 29 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $564.2K | 4,994 | 0.0% | 10 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $432.0K | 3,894 | 0.0% | 16 |
| [Ledgewood Wealth Advisors, LLC](https://holderbook.com/funds/2064043-ledgewood-wealth-advisors-llc/) | $422.3K | 3,806 | 0.2% | 12 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $405.6K | 3,656 | 0.0% | 15 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $402.8K | 3,630 | 0.1% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $271.8K | 2,450 | 0.0% | 21 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $262.7K | 2,368 | 0.0% | 3 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $260.2K | 2,345 | 0.0% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $225.7K | 2,034 | 0.0% | 2 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $221.6K | 1,962 | 0.0% | 26 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $214.2K | 1,931 | 0.1% | 1 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $182.0K | 1,640 | 0.0% | 17 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $145.0K | 1,307 | 0.0% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $134.2K | 1,210 | 0.0% | 19 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $133.6K | 1,204 | 0.0% | 30 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $23.7M |
| Q2 2026 | 1,180 | $36.1B |
| Q1 2026 | 1,097 | $26.7B |
| Q4 2025 | 1,015 | $21.7B |
| Q3 2025 | 1,022 | $26.0B |
| Q2 2025 | 1,051 | $26.1B |
| Q1 2025 | 1,000 | $21.4B |
| Q4 2024 | 1,073 | $25.3B |
| Q3 2024 | 1,068 | $29.6B |
| Q2 2024 | 982 | $22.7B |
| Q1 2024 | 949 | $20.0B |
| Q4 2023 | 906 | $16.9B |