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 1,007 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $20.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Exchange Traded Concepts, LLC
|
Apr 15, 2024 Q1 2024 |
135
shares
|
$12,098
0.0% of portfolio
|
Q1 2024
Reduced 64.1%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
126
shares
|
$11,292
0.0% of portfolio
|
Q1 2024
Added 7.69%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
113
shares
|
$10,127
0.0% of portfolio
|
Q4 2022
Added 1.8%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 14, 2024 Q1 2024 |
106
shares
|
$9,499
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hoese & CO LLP
|
Apr 08, 2024 Q1 2024 |
100
shares
|
$8,962
0.01% of portfolio
|
Q2 2021
New holding
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 16, 2024 Q1 2024 |
100
shares
|
$8,962
0.0% of portfolio
|
Q2 2023
Reduced 93.75%
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
100
shares
|
$8,962
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$8,962
0.0% of portfolio
|
Q2 2021
New holding
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
May 14, 2024 Q1 2024 |
98
shares
|
$8,782
0.01% of portfolio
|
Q1 2024
New holding
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
95
shares
|
$8,513
0.0% of portfolio
|
Q1 2024
Added 1.06%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
94
shares
|
$8,424
0.0% of portfolio
|
Q4 2022
New holding
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Apr 26, 2024 Q1 2024 |
87
shares
|
$7,796
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
84
shares
|
$7,528
0.0% of portfolio
|
Q4 2023
New holding
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
72
shares
|
$6,452
0.0% of portfolio
|
Q4 2023
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
66
shares
|
$5,914
0.0% of portfolio
|
Q1 2024
Reduced 86.16%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
60
shares
|
$5,377
0.0% of portfolio
|
Q3 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
45
shares
|
$4,032
0.0% of portfolio
|
Q3 2022
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2024 Q1 2024 |
43
shares
|
$3,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
41
shares
|
$3,674
0.0% of portfolio
|
Q1 2024
Reduced 48.1%
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
37
shares
|
$3,315
0.0% of portfolio
|
Q1 2024
Reduced 49.32%
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
May 09, 2024 Q1 2024 |
36
shares
|
$3,226
0.0% of portfolio
|
Q1 2024
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
30
shares
|
$2,688
0.0% of portfolio
|
Q1 2024
Reduced 73.21%
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
29
shares
|
$2,598
0.0% of portfolio
|
Q2 2023
Reduced 34.09%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 16, 2024 Q1 2024 |
27
shares
|
$2,419
0.0% of portfolio
|
Q4 2022
New holding
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
26
shares
|
$2,330
0.0% of portfolio
|
Q4 2023
Added 36.84%
|