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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
273
shares
|
$27,108
0.0% of portfolio
|
Q4 2018
Reduced 45.18%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
268
shares
|
$26,612
0.01% of portfolio
|
Q1 2025
Reduced 65.15%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
265
shares
|
$26,314
0.0% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
264
shares
|
$26,215
0.01% of portfolio
|
Q1 2025
Reduced 81.93%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
264
shares
|
$26,215
0.0% of portfolio
|
Q4 2024
Reduced 75.19%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
260
shares
|
$25,818
0.0% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
254
shares
|
$25,222
0.03% of portfolio
|
Q1 2024
Reduced 88.82%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
251
shares
|
$24,924
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
250
shares
|
$24,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
250
shares
|
$24,825
0.01% of portfolio
|
Q2 2024
Reduced 40.33%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
244
shares
|
$24,229
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
229
shares
|
$22,739
0.0% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
227
shares
|
$22,541
0.0% of portfolio
|
Q4 2024
Added 26.11%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
220
shares
|
$21,846
0.0% of portfolio
|
Q2 2023
Added 1.38%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
215
shares
|
$21,349
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
205
shares
|
$20,356
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
201
shares
|
$19,959
0.0% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
196
shares
|
$19,462
0.0% of portfolio
|
Q1 2025
Reduced 45.56%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
194
shares
|
$19,264
0.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
186
shares
|
$18,469
0.01% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
185
shares
|
$18,370
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
184
shares
|
$18,271
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
183
shares
|
$18,171
0.0% of portfolio
|
Q1 2025
Added 15.82%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
182
shares
|
$18,072
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
180
shares
|
$17,874
0.0% of portfolio
|
Q2 2025
Reduced 68.91%
|