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 1,118 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
25
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
Added 31.58%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
25
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
25
shares
|
$2,482
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
23
shares
|
$2,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
22
shares
|
$2,184
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$1,986
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
19
shares
|
$1,886
0.0% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
19
shares
|
$1,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
19
shares
|
$1,886
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
18
shares
|
$1,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
17
shares
|
$1,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
16
shares
|
$1,588
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
15
shares
|
$1,489
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
14
shares
|
$1,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$1,092
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
10
shares
|
$993
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
10
shares
|
$993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9
shares
|
$893
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
7
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
7
shares
|
$695
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
6
shares
|
$595
0.0% of portfolio
|
Q2 2024
Reduced 14.29%
|