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 |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
2,643
shares
|
$241,490
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,619
shares
|
$239,298
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
2,595
shares
|
$237,105
0.02% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
2,572
shares
|
$235,003
0.11% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
2,563
shares
|
$234,181
0.1% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,553
shares
|
$233,267
0.03% of portfolio
|
Q3 2025
Reduced 23.79%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
2,535
shares
|
$231,622
0.2% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,534
shares
|
$231,531
0.02% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
2,522
shares
|
$230,435
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
2,516
shares
|
$229,886
0.05% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
2,511
shares
|
$229,430
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
2,510
shares
|
$229,338
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,500
shares
|
$228,425
0.01% of portfolio
|
Q4 2021
Added 13.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,482
shares
|
$226,780
0.0% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,466
shares
|
$225,318
0.0% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,450
shares
|
$223,856
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
2,428
shares
|
$221,846
0.03% of portfolio
|
Q3 2025
Added 540.63%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,389
shares
|
$218,282
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,387
shares
|
$218,100
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
2,382
shares
|
$217,643
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,381
shares
|
$217,551
0.06% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,377
shares
|
$217,186
0.0% of portfolio
|
Q3 2025
Reduced 14.4%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
2,364
shares
|
$215,998
0.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
2,360
shares
|
$215,633
0.04% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
2,338
shares
|
$213,623
0.01% of portfolio
|
Q1 2025
New holding
|
|