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 1,136 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
160
shares
|
$16,969
0.01% of portfolio
|
Q4 2023
Added 0.63%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
158
shares
|
$16,757
0.0% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
156
shares
|
$16,545
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
147
shares
|
$15,590
0.01% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
143
shares
|
$15,166
0.01% of portfolio
|
Q4 2019
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
141
shares
|
$14,954
0.0% of portfolio
|
Q2 2023
Added 6.82%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
137
shares
|
$14,530
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
135
shares
|
$14,318
0.0% of portfolio
|
Q4 2024
Added 285.71%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
135
shares
|
$14,318
0.01% of portfolio
|
Q2 2024
Reduced 93.1%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
131
shares
|
$13,893
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
125
shares
|
$13,257
0.01% of portfolio
|
Q2 2024
Reduced 18.83%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
123
shares
|
$13,045
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
119
shares
|
$12,621
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
113
shares
|
$11,984
0.0% of portfolio
|
Q4 2022
Added 1.8%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
112
shares
|
$11,878
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
106
shares
|
$11,242
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
101
shares
|
$10,712
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
100
shares
|
$10,606
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$10,606
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
100
shares
|
$10,606
0.0% of portfolio
|
Q2 2023
Reduced 93.75%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
100
shares
|
$10,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
94
shares
|
$9,969
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
88
shares
|
$9,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
85
shares
|
$9,015
0.0% of portfolio
|
Q4 2024
Reduced 54.05%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
78
shares
|
$8,272
0.0% of portfolio
|
Q2 2024
Added 18.18%
|