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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,357
shares
|
$643,773
0.04% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,293
shares
|
$637,292
0.02% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,166
shares
|
$624,430
0.03% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,144
shares
|
$622,202
0.37% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
6,111
shares
|
$618,860
0.0% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,055
shares
|
$613,189
0.08% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
6,037
shares
|
$611,366
0.11% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,026
shares
|
$610,253
0.01% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,986
shares
|
$606,202
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
5,966
shares
|
$604,176
0.19% of portfolio
|
Q3 2024
Reduced 36.63%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,958
shares
|
$603,366
0.06% of portfolio
|
Q1 2023
Reduced 2.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,955
shares
|
$603,062
0.05% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
5,935
shares
|
$601,037
0.09% of portfolio
|
Q3 2024
Added 180.75%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,886
shares
|
$596,075
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,852
shares
|
$592,632
0.1% of portfolio
|
Q2 2024
Reduced 20.78%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
5,842
shares
|
$591,619
0.21% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,822
shares
|
$589,593
0.01% of portfolio
|
Q2 2020
Added 6.55%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,790
shares
|
$586,353
0.07% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
5,788
shares
|
$586,150
0.41% of portfolio
|
Q2 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,781
shares
|
$585,441
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,740
shares
|
$581,289
0.06% of portfolio
|
Q3 2024
Reduced 27.3%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,704
shares
|
$577,644
0.02% of portfolio
|
Q4 2024
Added 19.41%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,686
shares
|
$575,821
0.01% of portfolio
|
Q2 2024
Added 66.35%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
5,662
shares
|
$573,390
0.19% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
5,648
shares
|
$571,972
0.15% of portfolio
|
Q1 2024
Reduced 25.64%
|