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 1,120 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,350
shares
|
$134,055
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,315
shares
|
$130,579
0.0% of portfolio
|
Q1 2025
Reduced 98.2%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,292
shares
|
$128,295
0.01% of portfolio
|
Q1 2022
Added 134.06%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,265
shares
|
$125,614
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,240
shares
|
$123,132
0.03% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
1,229
shares
|
$122,039
0.02% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,192
shares
|
$118,365
0.03% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,173
shares
|
$116,478
0.03% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,144
shares
|
$113,599
0.02% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,113
shares
|
$110,520
0.01% of portfolio
|
Q1 2025
Added 12.77%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,101
shares
|
$109,329
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,100
shares
|
$109,230
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,095
shares
|
$108,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
1,026
shares
|
$101,881
0.04% of portfolio
|
Q1 2023
Added 1.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,022
shares
|
$101,484
0.01% of portfolio
|
Q1 2025
Reduced 57.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,017
shares
|
$100,988
0.0% of portfolio
|
Q1 2025
Added 154.89%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$99,300
0.02% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$99,300
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
978
shares
|
$97,115
0.0% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
947
shares
|
$94,037
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
941
shares
|
$93,441
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
934
shares
|
$92,746
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
917
shares
|
$91,058
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
914
shares
|
$90,760
0.01% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
907
shares
|
$90,065
0.01% of portfolio
|
Q2 2025
Added 20.13%
|