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 1,048 institutions that hold shares in the stock, with a total of 248 Million shares, which have been reported (via 13F filing form) to have a value of $29.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
4,014
shares
|
$476,983
0.0% of portfolio
|
Q2 2024
Added 68.51%
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
4,000
shares
|
$475,320
0.08% of portfolio
|
Q1 2023
New holding
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
3,998
shares
|
$475,082
0.01% of portfolio
|
Q2 2024
Added 21.0%
|
|
Dorsey Wright & Associates
|
Aug 15, 2024 Q2 2024 |
3,968
shares
|
$471,517
0.09% of portfolio
|
Q2 2024
Reduced 20.11%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
3,945
shares
|
$468,784
0.01% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
3,905
shares
|
$464,031
0.02% of portfolio
|
Q1 2023
New holding
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 13, 2024 Q2 2024 |
3,905
shares
|
$464,031
0.24% of portfolio
|
Q2 2024
Added 0.33%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
3,884
shares
|
$461,535
0.03% of portfolio
|
Q2 2024
Added 1.92%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
3,880
shares
|
$461,060
0.03% of portfolio
|
Q2 2024
Added 39.07%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
3,878
shares
|
$460,822
0.06% of portfolio
|
Q1 2024
Added 1.04%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
3,860
shares
|
$458,683
0.1% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
3,848
shares
|
$457,257
0.0% of portfolio
|
Q2 2024
Added 2.64%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
3,848
shares
|
$457,257
0.08% of portfolio
|
Q2 2024
Added 0.84%
|
|
Sienna Gestion
Paris, I0 |
Aug 12, 2024 Q2 2024 |
3,844
shares
|
$456,782
0.03% of portfolio
|
Q2 2024
Added 12.53%
|
|
Walker Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
3,821
shares
|
$454,049
0.25% of portfolio
|
Q2 2024
Added 0.82%
|
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
3,800
shares
|
$451,554
0.04% of portfolio
|
Q1 2024
New holding
|
|
Somerset Trust CO
|
Jul 09, 2024 Q2 2024 |
3,742
shares
|
$444,661
0.14% of portfolio
|
Q2 2024
Added 13.57%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
3,733
shares
|
$443,592
0.02% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
E&G Advisors, LP
|
Jul 18, 2024 Q2 2024 |
3,700
shares
|
$439,671
0.1% of portfolio
|
Q1 2024
Added 2.07%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
3,671
shares
|
$436,224
0.01% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
Panagora Asset Management Inc
Boston, MA |
Jul 29, 2024 Q2 2024 |
3,599
shares
|
$427,669
0.0% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,597
shares
|
$427,431
0.04% of portfolio
|
Q4 2021
New holding
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
3,589
shares
|
$426,480
0.17% of portfolio
|
Q2 2024
New holding
|
|
Lebenthal Global Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
3,556
shares
|
$422,559
0.07% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2024 Q2 2024 |
3,500
shares
|
$415,905
0.02% of portfolio
|
Q3 2023
New holding
|