Institutional Ownership Iron Mountain Inc (IRM)
This table provides information about the institutional ownership of Iron Mountain Inc (IRM). We have compiled data on the 1,159 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $22.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
11,030
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
11,010
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2025
Reduced 15.7%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
11,000
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
10,938
shares
|
$999,405
0.04% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
10,935
shares
|
$999,130
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
10,860
shares
|
$992,278
0.01% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
10,755
shares
|
$982,684
0.04% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
10,694
shares
|
$977,110
0.03% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,643
shares
|
$972,450
0.29% of portfolio
|
Q4 2023
Reduced 3.53%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10,565
shares
|
$965,324
0.05% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,542
shares
|
$963,222
0.02% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
10,518
shares
|
$961,029
0.58% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
10,510
shares
|
$960,298
0.02% of portfolio
|
Q3 2025
Reduced 23.81%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,475
shares
|
$957,100
0.01% of portfolio
|
Q1 2025
Reduced 14.08%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
10,360
shares
|
$946,593
0.04% of portfolio
|
Q3 2025
Reduced 34.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,330
shares
|
$943,852
0.04% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
10,328
shares
|
$943,669
0.24% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
10,252
shares
|
$936,725
0.08% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
10,216
shares
|
$933,435
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,114
shares
|
$924,116
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
10,000
shares
|
$913,700
1.46% of portfolio
|
Q4 2023
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$913,700
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
9,799
shares
|
$895,334
0.41% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
9,684
shares
|
$884,827
0.09% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
9,557
shares
|
$873,223
0.01% of portfolio
|
Q3 2025
Reduced 2.65%
|
|