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 1,125 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
9,119
shares
|
$923,481
0.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
9,116
shares
|
$923,177
0.53% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,989
shares
|
$910,316
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,941
shares
|
$905,455
0.05% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,906
shares
|
$901,910
0.05% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
8,889
shares
|
$900,189
0.26% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
8,863
shares
|
$897,556
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
8,847
shares
|
$895,935
0.26% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
8,755
shares
|
$886,618
0.23% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
8,697
shares
|
$880,745
0.61% of portfolio
|
Q3 2023
Added 1.01%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
8,695
shares
|
$880,542
0.33% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
8,679
shares
|
$878,922
0.04% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,607
shares
|
$871,630
0.02% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,535
shares
|
$864,339
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
8,526
shares
|
$863,428
0.15% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
8,456
shares
|
$856,339
0.02% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
8,344
shares
|
$844,996
0.06% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,321
shares
|
$842,667
0.17% of portfolio
|
Q3 2022
Reduced 10.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,294
shares
|
$839,933
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,283
shares
|
$838,819
0.09% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
8,250
shares
|
$835,477
0.06% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
8,212
shares
|
$831,629
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
8,171
shares
|
$827,477
0.06% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
8,150
shares
|
$825,350
0.31% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
8,139
shares
|
$824,236
0.47% of portfolio
|
Q4 2024
Reduced 3.18%
|