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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,557
shares
|
$695,435
0.05% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
6,393
shares
|
$678,041
0.02% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,357
shares
|
$674,223
0.04% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,293
shares
|
$667,435
0.02% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,214
shares
|
$659,056
0.06% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
6,166
shares
|
$653,965
0.03% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
6,152
shares
|
$652,481
0.11% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,144
shares
|
$651,632
0.37% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
6,082
shares
|
$645,056
0.06% of portfolio
|
Q4 2024
Added 38.29%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,055
shares
|
$642,193
0.08% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
6,037
shares
|
$640,284
0.11% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,026
shares
|
$639,117
0.01% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,986
shares
|
$634,875
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
5,966
shares
|
$632,753
0.19% of portfolio
|
Q3 2024
Reduced 36.63%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,958
shares
|
$631,905
0.06% of portfolio
|
Q1 2023
Reduced 2.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,955
shares
|
$631,587
0.05% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,886
shares
|
$624,269
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
5,852
shares
|
$620,663
0.1% of portfolio
|
Q2 2024
Reduced 20.78%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
5,842
shares
|
$619,602
0.21% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Feb 05, 2025 Q4 2024 |
5,834
shares
|
$618,754
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,822
shares
|
$617,481
0.01% of portfolio
|
Q2 2020
Added 6.55%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
5,792
shares
|
$614,299
0.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,790
shares
|
$614,087
0.07% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,781
shares
|
$613,132
0.01% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,740
shares
|
$608,784
0.06% of portfolio
|
Q3 2024
Reduced 27.3%
|