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Iron Mountain (IRM) Institutional Ownership

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$109.19 -1.06 (-0.96%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Iron Mountain (NYSE:IRM)

Current
Institutional Ownership
Percentage
80.13%
Number of
Institutional Buyers
(last 12 months)
521
Total
Institutional Inflows
(last 12 months)
$3.29B
Number of
Institutional Sellers
(last 12 months)
423
Total
Institutional Outflows
(last 12 months)
$2.72B
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IRM Institutional Buying and Selling by Quarter

Iron Mountain Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Yeomans Consulting Group Inc.3,104$326K0.1%-34.4%0.001%
1/17/2025 Secure Asset Management LLC5,358$563K0.1%+2.4%0.002%
1/17/2025 MinichMacGregor Wealth Management LLC73,663$7.74M1.6%-2.8%0.025%
1/17/2025 Raleigh Capital Management Inc.3,532$371K0.1%-17.9%0.001%
1/17/2025 Mutual Advisors LLC120,845$13.32M0.4%-2.4%0.041%
1/17/2025 Wesbanco Bank Inc.2,329$245K0.0%+17.4%0.001%
1/17/2025 Janney Montgomery Scott LLC92,363$9.71M0.0%+4.9%0.031%
1/17/2025 SG Americas Securities LLC4,956$521K0.0%-85.9%0.002%
1/17/2025 Cetera Trust Company N.A3,625$381K0.2%-5.8%0.001%
1/17/2025 Nisa Investment Advisors LLC112,818$11.95M0.0%-12.1%0.038%
1/17/2025 Sheets Smith Wealth Management6,055$636K0.1%-5.5%0.002%
1/17/2025 Beaumont Financial Advisors LLC3,233$340K0.0%-6.0%0.001%
1/17/2025 Aspire Private Capital LLC9,638$1.01M0.3%+2.7%0.003%
1/17/2025 Atomi Financial Group Inc.4,559$479K0.0%+6.6%0.002%
1/17/2025 Chesley Taft & Associates LLC11,350$1.19M0.1%-3.0%0.004%
1/17/2025 Perpetual Ltd10,570$1.11M0.0%+68.0%0.004%
1/16/2025 Crossmark Global Holdings Inc.57,606$6.06M0.1%-1.1%0.020%
1/16/2025 Royal Fund Management LLC13,177$1.39M0.1%-49.4%0.004%
1/16/2025 Ballentine Partners LLC5,781$608K0.0%+7.2%0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB6,936$729K0.0%+397.2%0.002%
1/16/2025 SFG Wealth Management LLC.4,322$454K0.2%-10.4%0.001%
1/16/2025 UMB Bank n.a.6,678$702K0.0%-83.5%0.002%
1/16/2025 Community Bank of Raymore16,496$1.73M1.4%+11.3%0.006%
1/16/2025 Diversify Advisory Services LLC6,357$643K0.0%-20.0%0.002%
1/16/2025 Diversify Wealth Management LLC2,415$244K0.0%N/A0.001%
1/16/2025 Terra Nova Asset Management LLC32,890$3.46M2.6%+0.6%0.011%
1/16/2025 Ellsworth Advisors LLC24,978$2.63M0.7%+1.4%0.009%
1/16/2025 Cascade Investment Group Inc.21,560$2.27M1.6%-3.9%0.007%
1/16/2025 Delta Capital Management LLC11,610$1.22M0.5%-1.7%0.004%
1/16/2025 Clarius Group LLC1,972$207K0.0%-10.5%0.001%
1/15/2025 Herbst Group LLC13,975$1.47M0.9%-1.6%0.005%
1/15/2025 Financial Management Professionals Inc.5,434$571K0.1%+12.2%0.002%
1/15/2025 Ameritas Advisory Services LLC4,092$430K0.0%+5.5%0.001%
1/15/2025 HB Wealth Management LLC7,891$829K0.0%-15.5%0.003%
1/15/2025 Premier Path Wealth Partners LLC2,844$299K0.0%+3.9%0.001%
1/15/2025 Somerset Trust Co4,685$492K0.2%+28.5%0.002%
1/15/2025 Merit Financial Group LLC14,933$1.57M0.0%+91.5%0.005%
1/15/2025 Wealthcare Advisory Partners LLC12,711$1.34M0.0%+2.3%0.004%
1/15/2025 Border to Coast Pensions Partnership Ltd460,000$48.32M0.9%-3.2%0.157%
1/15/2025 Woodstock Corp64,646$6.80M0.7%-4.3%0.022%
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1/15/2025 Goldstone Financial Group LLC5,852$615K0.1%+28.7%0.002%
1/15/2025 Channel Wealth LLC2,569$270K0.1%-8.8%0.001%
1/15/2025 Retireful LLC5,423$570K0.3%-7.9%0.002%
1/15/2025 Hennion & Walsh Asset Management Inc.69,845$7.34M0.3%-7.0%0.024%
1/14/2025 Foresight Capital Management Advisors Inc.87,303$9.18M5.4%-8.1%0.030%
1/14/2025 Contravisory Investment Management Inc.10,803$1.14M0.2%+1.5%0.004%
1/14/2025 RMR Wealth Builders3,752$394K0.0%-3.6%0.001%
1/14/2025 Essex Savings Bank4,645$488K0.1%-20.7%0.002%
1/14/2025 Sawyer & Company Inc595$63K0.0%-23.2%0.000%
1/14/2025 Redhawk Wealth Advisors Inc.14,336$1.51M0.2%-9.9%0.005%
1/14/2025 CHURCHILL MANAGEMENT Corp173,539$18.24M0.2%+0.3%0.059%
1/14/2025 Burney Co.154,275$16.22M0.6%+0.3%0.053%
1/14/2025 Richard P Slaughter Associates Inc8,847$930K0.2%-13.7%0.003%
1/14/2025 Park Avenue Securities LLC14,378$1.51M0.0%-6.9%0.005%
1/14/2025 Assenagon Asset Management S.A.11,150$1.17M0.0%-2.0%0.004%
1/14/2025 Oak Thistle LLC7,221$759K0.2%+111.1%0.002%
1/14/2025 SeaCrest Wealth Management LLC5,790$609K0.1%-9.3%0.002%
1/14/2025 Cardinal Point Capital Management ULC10,200$1.08M0.2%N/A0.003%
1/14/2025 Rosenberg Matthew Hamilton1,075$113K0.0%N/A0.000%
1/13/2025 CHB Investment Group LLC28,818$3.03M1.6%-2.0%0.010%
1/13/2025 FNY Investment Advisers LLC2,100$220K0.1%N/A0.001%
1/13/2025 Courier Capital LLC29,502$3.10M0.2%-25.7%0.010%
1/13/2025 Claro Advisors LLC16,598$1.75M0.2%-0.7%0.006%
1/13/2025 Cooper Financial Group2,952$310K0.0%+5.0%0.001%
1/13/2025 Moody National Bank Trust Division23,928$2.52M0.3%-8.4%0.008%
1/13/2025 Wedmont Private Capital3,247$328K0.0%+5.5%0.001%
1/13/2025 Salem Investment Counselors Inc.78,604$8.27M0.3%-11.7%0.027%
1/13/2025 Kieckhefer Group LLC800$84K0.1%N/A0.000%
1/13/2025 Capital Investment Advisors LLC25,795$2.71M0.1%-2.2%0.009%
1/13/2025 Brookstone Capital Management122,859$12.91M0.2%+33.8%0.042%
1/13/2025 EWG Elevate Inc.5,842$614K0.2%-3.6%0.002%
1/13/2025 Green Alpha Advisors LLC15,971$1.68M1.3%-35.5%0.005%
1/13/2025 Czech National Bank63,628$6.69M0.1%+6.5%0.022%
1/10/2025 RMR Wealth Builders3,752$394K0.0%-3.6%0.001%
1/10/2025 Highline Wealth Partners LLC18,117$1.90M0.6%-1.5%0.006%
1/10/2025 Wealth Enhancement Advisory Services LLC42,383$4.46M0.0%+1.1%0.014%
1/10/2025 ORG Partners LLC15,609$1.64M0.2%+178.6%0.005%
1/10/2025 Fortitude Family Office LLC8,695$914K0.3%+1.7%0.003%
1/8/2025 International Assets Investment Management LLC3,689$386K0.0%-99.2%0.001%
1/6/2025 CWA Asset Management Group LLC13,568$1.43M0.1%+572.0%0.005%
1/6/2025 Pensionfund Sabic22,300$2.34M0.6%-3.0%0.008%
1/6/2025 Pensionfund DSM Netherlands42,500$4.47M2.8%-26.1%0.014%
1/6/2025 Nordea Investment Management AB27,961$2.91M0.0%+2.5%0.010%
1/3/2025 Everence Capital Management Inc.20,490$2.15M0.1%+136.3%0.007%
1/3/2025 GAMMA Investing LLC4,329$455K0.0%+14.1%0.001%
12/19/2024Principal Financial Group Inc.352,451$41.88M0.0%+3.4%0.120%
12/18/2024IMS Capital Management1,798$214K0.1%N/A0.001%
12/13/2024Lord Abbett & CO. LLC203,000$24.12M0.1%N/A0.069%
12/13/2024B. Riley Wealth Advisors Inc.15,494$1.84M0.1%-48.1%0.005%
12/6/2024Retirement Systems of Alabama233,044$27.69M0.1%-0.5%0.079%
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12/3/2024Oddo BHF Asset Management Sas85,888$10.21M0.5%N/A0.029%
12/2/2024Inspire Trust Co. N.A.16,000$1.90M0.5%-3.4%0.005%
11/27/2024Franklin Resources Inc.121,209$14.69M0.0%-23.1%0.041%
11/26/2024Peapack Gladstone Financial Corp60,883$7.24M0.1%-1.2%0.021%
11/25/2024Tidal Investments LLC20,536$2.44M0.0%+254.1%0.007%
11/25/2024Wilmington Savings Fund Society FSB7,047$837K0.0%N/A0.002%
11/25/2024World Investment Advisors LLC4,664$554K0.0%N/A0.002%
11/25/2024Sanctuary Advisors LLC129,034$15.37M0.1%+284.8%0.044%
11/22/2024Stock Yards Bank & Trust Co.27,268$3.24M0.1%-7.9%0.009%
11/20/2024Morse Asset Management Inc28,010$3.33M0.7%-0.4%0.010%
(Data available from 1/1/2016 forward)

IRM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IRM shares?

During the previous two years, 986 institutional investors and hedge funds held shares of Iron Mountain. The most heavily invested institutionals were Vanguard Group Inc. ($3.72B), State Street Corp ($1.98B), Cohen & Steers Inc. ($1.57B), BlackRock Inc. ($1.27B), Geode Capital Management LLC ($978.48M), Charles Schwab Investment Management Inc. ($402.40M), and Dimensional Fund Advisors LP ($384.12M).Learn more on IRM's institutional investors.

What percentage of Iron Mountain stock is owned by institutional investors?

80.13% of Iron Mountain stock is owned by institutional investors. Learn more on IRM's institutional investor holdings.

Which institutional investors have been buying Iron Mountain stock?

Of the 795 institutional investors that purchased Iron Mountain stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cohen & Steers Inc. ($19.83M), Daiwa Securities Group Inc. ($4.46M), Norges Bank ($3.26M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.67M), Wellington Management Group LLP ($2.29M), Bank Julius Baer & Co. Ltd Zurich ($1.97M), and Centersquare Investment Management LLC ($1.52M).

How much institutional buying is happening at Iron Mountain?

Institutional investors have bought a total of 68,939,342 shares in the last 24 months. This purchase volume represents approximately $4.91B in transactions.

Which Iron Mountain major shareholders have been selling company stock?

Of the 581 institutional investors that sold Iron Mountain stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($19.85M), FMR LLC ($3.03M), Pacer Advisors Inc. ($2.67M), Daiwa Securities Group Inc. ($1.44M), Epoch Investment Partners Inc. ($1.34M), Wellington Management Group LLP ($1.23M), and State Street Corp ($948.40K).

How much institutional selling is happening at Iron Mountain?

Institutional investors have sold a total of 51,359,405 shares in the last 24 months. This volume of shares sold represents approximately $3.84B in transactions.



This page (NYSE:IRM) was last updated on 1/20/2025 by MarketBeat.com Staff
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