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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,800
shares
|
$347,206
0.0% of portfolio
|
Q3 2025
Reduced 48.99%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
3,789
shares
|
$346,200
0.13% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
3,730
shares
|
$340,810
0.03% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
3,715
shares
|
$339,439
0.0% of portfolio
|
Q3 2025
Added 82.56%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
3,706
shares
|
$338,617
0.03% of portfolio
|
Q3 2025
Reduced 7.53%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
3,679
shares
|
$336,150
0.03% of portfolio
|
Q3 2025
Added 37.33%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
3,664
shares
|
$334,779
0.2% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
3,660
shares
|
$334,414
0.21% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
3,650
shares
|
$333,500
0.05% of portfolio
|
Q3 2025
Reduced 12.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,645
shares
|
$333,043
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,640
shares
|
$332,586
0.02% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
3,635
shares
|
$332,129
0.33% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
3,600
shares
|
$328,932
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
3,598
shares
|
$328,749
0.14% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,597
shares
|
$328,657
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
3,581
shares
|
$327,195
0.09% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
3,565
shares
|
$325,734
0.07% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
3,524
shares
|
$321,987
0.0% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,523
shares
|
$321,896
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
3,509
shares
|
$320,617
0.12% of portfolio
|
Q2 2025
Reduced 13.36%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
3,500
shares
|
$319,795
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,500
shares
|
$319,795
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,483
shares
|
$318,241
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
3,479
shares
|
$317,876
0.14% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,412
shares
|
$311,754
0.02% of portfolio
|
Q3 2025
Added 45.07%
|
|