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 |
|---|---|---|---|---|---|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,622
shares
|
$367,886
0.0% of portfolio
|
Q3 2024
Reduced 66.18%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
3,597
shares
|
$365,347
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,593
shares
|
$364,941
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,532
shares
|
$358,745
0.05% of portfolio
|
Q3 2024
Reduced 16.08%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,532
shares
|
$358,745
0.15% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
3,525
shares
|
$358,034
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
3,500
shares
|
$355,495
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,483
shares
|
$353,768
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
3,481
shares
|
$353,565
0.01% of portfolio
|
Q3 2024
Added 46.82%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
3,474
shares
|
$352,854
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,400
shares
|
$345,338
0.02% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,396
shares
|
$344,931
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,391
shares
|
$344,423
0.08% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,388
shares
|
$344,119
0.0% of portfolio
|
Q2 2024
Added 10.32%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3,373
shares
|
$342,595
0.03% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
3,350
shares
|
$340,259
0.07% of portfolio
|
Q4 2023
Reduced 16.25%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,336
shares
|
$338,837
0.1% of portfolio
|
Q3 2023
Added 1.28%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,330
shares
|
$338,228
0.02% of portfolio
|
Q3 2024
Reduced 83.28%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
3,309
shares
|
$336,095
0.08% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
3,300
shares
|
$335,181
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
3,279
shares
|
$333,048
0.02% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
3,247
shares
|
$329,797
0.02% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
3,238
shares
|
$328,883
0.06% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,233
shares
|
$328,375
0.03% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,226
shares
|
$327,664
0.04% of portfolio
|
Q3 2024
Added 2.15%
|