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 |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
88
shares
|
$8,040
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
86
shares
|
$7,857
0.0% of portfolio
|
Q3 2025
Added 79.17%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
86
shares
|
$7,857
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
85
shares
|
$7,766
0.0% of portfolio
|
Q4 2024
Reduced 54.05%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
80
shares
|
$7,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
80
shares
|
$7,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
80
shares
|
$7,309
0.01% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
79
shares
|
$7,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
72
shares
|
$6,578
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
72
shares
|
$6,578
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
72
shares
|
$6,578
0.0% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
71
shares
|
$6,487
0.0% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
66
shares
|
$6,030
0.0% of portfolio
|
Q3 2025
Reduced 97.25%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
64
shares
|
$5,847
0.0% of portfolio
|
Q2 2025
Added 82.86%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
64
shares
|
$5,847
0.0% of portfolio
|
Q3 2025
Reduced 47.11%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
63
shares
|
$5,756
0.0% of portfolio
|
Q3 2025
Added 270.59%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
63
shares
|
$5,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
60
shares
|
$5,482
0.0% of portfolio
|
Q3 2025
Added 62.16%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
58
shares
|
$5,299
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
58
shares
|
$5,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
55
shares
|
$5,025
0.0% of portfolio
|
Q3 2025
Added 17.02%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
55
shares
|
$5,025
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
49
shares
|
$4,477
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
46
shares
|
$4,203
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
45
shares
|
$4,111
0.0% of portfolio
|
Q3 2022
New holding
|
|