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 1,125 institutions that hold shares in the stock, with a total of 237 Million shares, which have been reported (via 13F filing form) to have a value of $24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
14,685
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2024
Reduced 57.52%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
14,544
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
14,541
shares
|
$1.47 Million
1.29% of portfolio
|
Q4 2024
Reduced 31.98%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
14,464
shares
|
$1.46 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
14,378
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
14,373
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Reduced 23.24%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
14,336
shares
|
$1.45 Million
0.22% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,307
shares
|
$1.45 Million
0.05% of portfolio
|
Q2 2022
Reduced 0.96%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
14,273
shares
|
$1.45 Million
0.47% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,178
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Reik & Co., LLC
|
Jan 29, 2025 Q4 2024 |
14,080
shares
|
$1.43 Million
0.38% of portfolio
|
Q1 2024
Reduced 1.4%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
14,018
shares
|
$1.42 Million
0.72% of portfolio
|
Q4 2024
Added 55.39%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
13,975
shares
|
$1.42 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
13,940
shares
|
$1.41 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
13,797
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
13,760
shares
|
$1.39 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
13,700
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
13,650
shares
|
$1.38 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
13,603
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
13,568
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Added 572.02%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
13,545
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
13,539
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,389
shares
|
$1.36 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
13,364
shares
|
$1.35 Million
1.21% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
13,205
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 13.45%
|