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 1,149 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 $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,198
shares
|
$600,369
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
5,147
shares
|
$594,478
0.07% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,128
shares
|
$592,284
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,113
shares
|
$590,551
0.05% of portfolio
|
Q3 2024
Reduced 5.19%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
5,085
shares
|
$587,317
0.03% of portfolio
|
Q3 2022
Reduced 26.73%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
5,049
shares
|
$583,159
0.02% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
5,024
shares
|
$580,272
0.4% of portfolio
|
Q4 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
5,013
shares
|
$579,001
0.08% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
5,007
shares
|
$578,308
0.02% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
5,000
shares
|
$577,500
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
4,987
shares
|
$575,998
0.03% of portfolio
|
Q3 2024
Reduced 92.32%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,925
shares
|
$568,837
0.03% of portfolio
|
Q3 2023
Reduced 5.29%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,909
shares
|
$566,989
0.0% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
4,908
shares
|
$566,874
0.03% of portfolio
|
Q3 2023
Added 3.22%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
4,870
shares
|
$562,485
0.19% of portfolio
|
Q1 2024
Reduced 9.34%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
4,845
shares
|
$559,597
0.07% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
4,822
shares
|
$556,941
0.32% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,777
shares
|
$551,743
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
4,773
shares
|
$551,281
0.03% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
4,731
shares
|
$546,430
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,692
shares
|
$541,926
0.16% of portfolio
|
Q4 2022
Reduced 20.49%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,685
shares
|
$541,117
0.08% of portfolio
|
Q3 2024
Reduced 47.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
4,664
shares
|
$538,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,653
shares
|
$537,421
0.09% of portfolio
|
Q2 2022
Added 17.0%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,645
shares
|
$536,497
0.01% of portfolio
|
Q2 2024
Reduced 4.48%
|