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 |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
44
shares
|
$4,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
41
shares
|
$4,164
0.0% of portfolio
|
Q1 2024
Reduced 48.1%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
37
shares
|
$3,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
30
shares
|
$3,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
29
shares
|
$2,945
0.0% of portfolio
|
Q2 2023
Reduced 34.09%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
27
shares
|
$2,742
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
27
shares
|
$2,742
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$2,539
0.0% of portfolio
|
Q2 2022
Reduced 53.7%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
22
shares
|
$2,234
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$2,031
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
19
shares
|
$1,929
0.0% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
19
shares
|
$1,929
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18
shares
|
$1,828
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
15
shares
|
$1,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
14
shares
|
$1,421
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
11
shares
|
$1,117
0.0% of portfolio
|
Q2 2024
Reduced 26.67%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$914
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
8
shares
|
$812
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
6
shares
|
$609
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
6
shares
|
$609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
6
shares
|
$609
0.0% of portfolio
|
Q3 2024
Reduced 45.45%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
5
shares
|
$507
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$507
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
5
shares
|
$507
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$507
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|