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 1,130 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 $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
4,335
shares
|
$440,305
0.04% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,329
shares
|
$439,696
0.04% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
4,322
shares
|
$438,985
0.25% of portfolio
|
Q4 2024
Reduced 10.37%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
4,322
shares
|
$438,985
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
4,259
shares
|
$432,586
0.29% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
4,221
shares
|
$428,726
0.17% of portfolio
|
Q3 2024
Added 48.05%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,220
shares
|
$428,625
0.01% of portfolio
|
Q3 2024
Added 42.81%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,186
shares
|
$425,172
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
4,172
shares
|
$423,750
0.12% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,162
shares
|
$422,734
0.0% of portfolio
|
Q3 2024
Added 22.81%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
4,150
shares
|
$421,515
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
4,125
shares
|
$418,976
0.18% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,119
shares
|
$418,366
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,092
shares
|
$415,624
0.02% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
4,085
shares
|
$414,913
0.28% of portfolio
|
Q1 2024
Reduced 89.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,084
shares
|
$414,811
0.01% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,080
shares
|
$414,405
0.0% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,067
shares
|
$413,085
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
4,056
shares
|
$411,967
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
4,041
shares
|
$410,444
0.04% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
4,035
shares
|
$409,834
0.22% of portfolio
|
Q3 2024
Added 23.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
4,022
shares
|
$408,514
0.17% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$406,280
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
3,980
shares
|
$404,248
0.01% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,971
shares
|
$403,334
0.02% of portfolio
|
Q4 2024
Reduced 2.74%
|