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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
90
shares
|
$8,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
88
shares
|
$8,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
85
shares
|
$8,440
0.0% of portfolio
|
Q4 2024
Reduced 54.05%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
75
shares
|
$7,447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
74
shares
|
$7,348
0.0% of portfolio
|
Q2 2025
Added 270.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
72
shares
|
$7,149
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
69
shares
|
$6,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
66
shares
|
$6,553
0.01% of portfolio
|
Q1 2025
Added 288.24%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
65
shares
|
$6,454
0.0% of portfolio
|
Q2 2025
Added 103.13%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
64
shares
|
$6,355
0.0% of portfolio
|
Q2 2025
Added 82.86%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
58
shares
|
$5,759
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
56
shares
|
$5,560
0.0% of portfolio
|
Q1 2025
Reduced 44.55%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
49
shares
|
$4,865
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
47
shares
|
$4,667
0.0% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
46
shares
|
$4,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
45
shares
|
$4,468
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
42
shares
|
$4,170
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
38
shares
|
$3,773
0.0% of portfolio
|
Q1 2025
Added 40.74%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
34
shares
|
$3,376
0.0% of portfolio
|
Q1 2025
Added 209.09%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
33
shares
|
$3,276
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
29
shares
|
$2,879
0.0% of portfolio
|
Q2 2023
Reduced 34.09%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
27
shares
|
$2,681
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
25
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$2,482
0.0% of portfolio
|
Q2 2022
Reduced 53.7%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
25
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
Reduced 95.11%
|