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 |
|---|---|---|---|---|---|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
1,235
shares
|
$112,841
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
1,229
shares
|
$112,293
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,219
shares
|
$111,380
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,204
shares
|
$110,009
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
1,200
shares
|
$109,644
0.01% of portfolio
|
Q3 2025
Reduced 76.46%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,141
shares
|
$104,253
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
1,122
shares
|
$102,517
0.02% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,113
shares
|
$101,694
0.01% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,110
shares
|
$101,420
0.01% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
1,101
shares
|
$100,598
0.04% of portfolio
|
Q2 2025
Added 267.0%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
1,100
shares
|
$100,507
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,060
shares
|
$96,852
0.07% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,058
shares
|
$96,669
0.02% of portfolio
|
Q3 2025
Reduced 11.24%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,026
shares
|
$93,745
0.04% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
1,000
shares
|
$91,370
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
986
shares
|
$90,090
0.03% of portfolio
|
Q3 2025
Reduced 15.94%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
960
shares
|
$87,715
0.1% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$85,979
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
900
shares
|
$82,233
0.05% of portfolio
|
Q1 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
900
shares
|
$82,233
0.0% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
900
shares
|
$82,233
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
861
shares
|
$78,669
0.05% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
852
shares
|
$77,847
0.02% of portfolio
|
Q3 2025
Added 52.69%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
832
shares
|
$76,019
0.07% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
824
shares
|
$75,288
0.0% of portfolio
|
Q3 2025
New holding
|
|