Stock ownership · SEC 13F · Q4 2025

IRON MTN INC NEW

A breakdown of IRON MTN INC NEW's institutional base (CUSIP 46284V101): the holders, the concentration among them, and what changed last quarter.

$19.0M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$19.0M of IRON MTN INC NEW is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$19.0M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46284V101 · Q4 2025 $19M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $19.0M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - IRON MTN INC NEW's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of IRON MTN INC NEW
  1. 1
    Pacer Advisors, Inc. $18.5M
  2. 2
    BDFS Capital LLC $340K
  3. 3
    Strategic Investment Solutions, Inc. /IL $143K
  4. 4
    Bell Investment Advisors, Inc $10K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a IRON MTN INC NEW position has fallen from 7 to 4 over the last 8 quarters of 13F filings.

051015 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding IRON MTN INC NEW, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 223,367 $18.5M 97.4%
2 BDFS Capital LLC 4,061 $340K 1.8%
3 Strategic Investment Solutions, Inc. /IL 1,723 $143K 0.8%
4 Bell Investment Advisors, Inc 126 $10K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among IRON MTN INC NEW's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

Pacer Advisors, Inc. $18.5M
BDFS Capital LLC $340K
Strategic Investment Solutions, Inc. /IL $143K

Complete exits (8)

CIBC Bancorp USA Inc. exited
Trust Investment Advisors exited
Capital Square, LLC exited
CIBC Private Wealth Group LLC exited
Strategic Advocates LLC exited
Asset Dedication, LLC exited

Frequently Asked Questions

How many institutions hold IRON MTN INC NEW?▼
IRON MTN INC NEW is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of IRON MTN INC NEW?▼
Institutions report $19.0M of IRON MTN INC NEW as of Q4 2025.
How concentrated is ownership of IRON MTN INC NEW?▼
The top five institutional holders account for 100% of the reported institutional value in IRON MTN INC NEW, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of IRON MTN INC NEW?▼
Pacer Advisors, Inc. is the largest reported holder of IRON MTN INC NEW with $18.5M across 223,367 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.