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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
13,181
shares
|
$1.33 Million
0.39% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,177
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 49.37%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,054
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,986
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 32.34%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
12,867
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
12,741
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,711
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
12,677
shares
|
$1.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12,671
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
12,619
shares
|
$1.28 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
12,561
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 14.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,542
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
12,297
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Added 24.7%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
12,261
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2023
Reduced 0.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,101
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Added 25.76%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
12,009
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,886
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
11,874
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
11,797
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
11,794
shares
|
$1.19 Million
0.64% of portfolio
|
Q4 2024
Reduced 3.97%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
11,730
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
11,704
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
11,641
shares
|
$1.18 Million
0.54% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
11,610
shares
|
$1.18 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,545
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2024
New holding
|