Iron Mountain (IRM) Institutional Ownership

$81.79
-0.21 (-0.26%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
80.13%
Number of
Institutional Buyers
(last 12 months)
482
Total
Institutional Inflows
(last 12 months)
$3.09B
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$2.11B
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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
5/17/2024 Jaffetilchin Investment Partners LLC11,432$917K0.1%+1.1%0.004%
5/17/2024 Hancock Whitney Corp12,799$1.03M0.0%-21.8%0.004%
5/17/2024 Coppell Advisory Solutions Corp.15,950$1.28M0.2%N/A0.005%
5/17/2024 Tidal Investments LLC18,416$1.48M0.0%+284.1%0.006%
5/17/2024 DCM Advisors LLC6,680$536K0.2%+2.5%0.002%
5/17/2024 Creekmur Asset Management LLC12,975$1.04M0.4%-1.0%0.004%
5/16/2024 California State Teachers Retirement System467,973$37.54M0.0%+1.5%0.160%
5/16/2024 B. Riley Wealth Advisors Inc.30,788$2.47M0.1%+2.3%0.011%
5/16/2024 Ancora Advisors LLC24,464$1.96M0.0%-2.3%0.008%
5/16/2024 Janus Henderson Group PLC43,185$3.46M0.0%-3.6%0.015%
5/16/2024 BROOKFIELD Corp ON 45,574$3.66M0.0%-87.1%0.016%
5/16/2024 Waverly Advisors LLC32,916$2.64M0.1%-3.7%0.011%
5/16/2024 Captrust Financial Advisors856,945$68.74M0.2%+3.9%0.292%
5/15/2024 SVB Wealth LLC14,927$1.20M0.0%-34.7%0.005%
5/15/2024 Public Employees Retirement System of Ohio113,846$9.13M0.0%-9.7%0.039%
5/15/2024 Public Employees Retirement Association of Colorado30,785$2.47M0.0%-3.9%0.011%
5/15/2024 Morse Asset Management Inc29,115$2.34M0.6%-19.5%0.010%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund9,636$773K0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems22,175$1.78M0.1%-5.1%0.008%
5/15/2024 CoreFirst Bank & Trust27,464$2.20M1.4%-0.5%0.009%
5/15/2024 Price T Rowe Associates Inc. MD592,773$47.55M0.0%+22.9%0.202%
5/15/2024 Lazard Asset Management LLC158,250$12.69M0.0%-1.8%0.054%
5/15/2024 Epoch Investment Partners Inc.1,686,218$135.25M0.6%-14.7%0.575%
5/15/2024 Truvestments Capital LLC23,673$1.90M0.7%-58.4%0.008%
5/14/2024 Canada Pension Plan Investment Board896,990$71.95M0.1%-5.3%0.306%
5/14/2024 Capital World Investors4,116,123$330.15M0.1%0.0%1.404%
5/14/2024 Toronto Dominion Bank166,908$13.39M0.0%+39.5%0.057%
5/14/2024 Atalanta Sosnoff Capital LLC4,863$390K0.0%-9.7%0.002%
5/14/2024 Sheaff Brock Investment Advisors LLC153,646$12.32M0.8%-7.7%0.052%
5/14/2024 Advisors Asset Management Inc.53,850$4.32M0.1%+2.3%0.018%
5/14/2024 EP Wealth Advisors LLC12,978$1.04M0.0%-6.5%0.004%
5/14/2024 Sculati Wealth Management LLC4,870$391K0.2%-9.3%0.002%
5/14/2024 Fayez Sarofim & Co5,472$439K0.0%-14.7%0.002%
5/14/2024 Shell Asset Management Co.46,450$3.73M0.2%+23.1%0.016%
5/14/2024 Natixis483$39K0.0%-98.6%0.000%
5/14/2024 InterOcean Capital Group LLC18,360$1.47M0.0%+4.8%0.006%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund64,000$5.13M0.0%N/A0.022%
5/14/2024 CANADA LIFE ASSURANCE Co362,134$29.06M0.1%+0.5%0.124%
5/14/2024 American International Group Inc.78,997$6.34M0.0%-0.7%0.027%
5/14/2024 RB Capital Management LLC45,962$3.69M1.0%+3.1%0.016%
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5/13/2024 Bessemer Group Inc.6,461$518K0.0%+13.8%0.002%
5/13/2024 UniSuper Management Pty Ltd15,037$1.21M0.0%-90.4%0.005%
5/13/2024 O Shaughnessy Asset Management LLC15,344$1.23M0.0%+34.1%0.005%
5/11/2024 Cynosure Group LLC3,813$306K0.1%N/A0.001%
5/11/2024 Orion Capital Management LLC1,300$104K0.1%-27.8%0.000%
5/11/2024 Catalytic Wealth RIA LLC13,826$1.11M0.2%N/A0.005%
5/11/2024 Edgestream Partners L.P.22,876$1.84M0.1%-59.4%0.008%
5/11/2024 Strait & Sound Wealth Management LLC11,000$843K0.5%-5.0%0.004%
5/10/2024 Osaic Holdings Inc.131,541$10.55M0.0%-4.2%0.045%
5/10/2024 Acadian Asset Management LLC107,235$8.60M0.0%-18.1%0.037%
5/10/2024 Vanguard Group Inc.46,377,234$3.72B0.1%+0.2%15.821%
5/10/2024 Intech Investment Management LLC54,491$4.37M0.1%-69.4%0.019%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp169,522$13.58M0.0%+0.4%0.058%
5/10/2024 Centersquare Investment Management LLC1,538,486$119.26M1.3%+7,892.6%0.525%
5/10/2024 Trust Investment Advisors19,373$1.55M1.1%-0.8%0.007%
5/9/2024 Corrado Advisors LLC24,022$1.93M1.3%-3.8%0.008%
5/9/2024 Private Portfolio Partners LLC5,030$403K0.1%-10.4%0.002%
5/9/2024 Blair William & Co. IL349,411$28.03M0.1%+3.0%0.119%
5/9/2024 HBK Sorce Advisory LLC2,702$217K0.0%N/A0.001%
5/9/2024 Kingsview Wealth Management LLC6,579$528K0.0%-11.9%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.515,260$41.33M0.1%+11.4%0.176%
5/9/2024 Tradewinds LLC.4,415$354K0.3%N/A0.002%
5/9/2024 State Board of Administration of Florida Retirement System321,492$25.79M0.0%+2.4%0.110%
5/9/2024 Koshinski Asset Management Inc.5,310$426K0.0%+27.2%0.002%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.408,068$32.73M0.1%-31.4%0.139%
5/8/2024 Edmond DE Rothschild Holding S.A.2,966$238K0.0%+67.3%0.001%
5/8/2024 Advisors Preferred LLC4,951$394K0.1%-21.8%0.002%
5/8/2024 Bleakley Financial Group LLC16,565$1.33M0.0%+2.2%0.006%
5/8/2024 ProShare Advisors LLC48,760$3.91M0.0%-1.7%0.017%
5/8/2024 Avantax Advisory Services Inc.72,089$5.78M0.1%-5.8%0.025%
5/8/2024 US Bancorp DE22,122$1.77M0.0%-15.8%0.008%
5/8/2024 Russell Investments Group Ltd.2,006,989$160.97M0.3%-3.6%0.685%
5/8/2024 QRG Capital Management Inc.178,153$14.29M0.2%+5.2%0.061%
5/8/2024 Headlands Technologies LLC471$38K0.0%N/A0.000%
5/8/2024 Donoghue Forlines LLC20,127$1.61M0.5%-3.3%0.007%
5/7/2024 Meeder Advisory Services Inc.2,680$215K0.0%N/A0.001%
5/7/2024 Choate Investment Advisors5,107$410K0.0%-2.9%0.002%
5/7/2024 Fiduciary Family Office LLC8,882$712K0.3%+40.9%0.003%
5/7/2024 Sei Investments Co.943,728$75.70M0.1%+7.8%0.322%
5/7/2024 Concurrent Investment Advisors LLC4,204$337K0.0%-10.4%0.001%
5/7/2024 Atomi Financial Group Inc.2,790$224K0.0%N/A0.001%
5/7/2024 Montag A & Associates Inc.9,571$774K0.0%-7.9%0.003%
5/7/2024Susquehanna Fundamental Investments LLC60,086$4.82M0.2%N/A0.020%
5/7/2024 Tectonic Advisors LLC88,111$7.07M0.5%+2.0%0.030%
5/7/2024 Smithfield Trust Co37,031$2.97M0.2%-26.2%0.013%
5/7/2024 Swiss National Bank874,461$70.14M0.0%-4.2%0.298%
5/7/2024 Allen Investment Management LLC2,696$216K0.0%N/A0.001%
5/7/2024 Oppenheimer Asset Management Inc.24,034$1.93M0.0%-7.3%0.008%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,609$450K0.0%-12.1%0.002%
5/7/2024 Guardian Asset Advisors LLC11,941$958K0.8%+3.3%0.004%
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America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
5/7/2024 Obermeyer Wood Investment Counsel Lllp25,066$2.01M0.1%N/A0.009%
5/7/2024 Brooklyn Investment Group2,525$201K0.1%N/A0.001%
5/7/2024 Retirement Planning Co of New England Inc.11,215$900K0.5%-2.1%0.004%
5/7/2024 SG Americas Securities LLC139,565$11.20M0.1%+352.4%0.048%
5/7/2024 Empowered Funds LLC116,198$9.32M0.2%+80.6%0.040%
5/6/2024 Quantbot Technologies LP65,120$5.22M0.3%+660.7%0.022%
5/6/2024 Envestnet Portfolio Solutions Inc.25,552$2.05M0.0%+69.3%0.009%
5/6/2024 Duality Advisers LP3,611$290K0.0%-32.4%0.001%
5/6/2024 TFG Advisers LLC22,515$1.81M0.7%+5.2%0.008%
5/4/2024 Disciplined Equity Management Inc.4,085$328K0.2%-89.8%0.001%
(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, 875 institutional investors and hedge funds held shares of Iron Mountain. The most heavily invested institutionals were Vanguard Group Inc. ($3.72B), Cohen & Steers Inc. ($1.57B), BlackRock Inc. ($1.27B), State Street Corp ($799.06M), Geode Capital Management LLC ($419.14M), Daiwa Securities Group Inc. ($365.93M), and Capital World Investors ($330.15M).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 734 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. ($20.53M), Daiwa Securities Group Inc. ($4.46M), Norges Bank ($3.26M), Pictet Asset Management SA ($2.32M), Wellington Management Group LLP ($2.29M), Bank Julius Baer & Co. Ltd Zurich ($1.97M), and Russell Investments Group Ltd. ($1.84M).

How much institutional buying is happening at Iron Mountain?

Institutional investors have bought a total of 69,525,202 shares in the last 24 months. This purchase volume represents approximately $4.16B in transactions.

Which Iron Mountain major shareholders have been selling company stock?

Of the 512 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 ($23.66M), Pacer Advisors Inc. ($1.71M), Northern Trust Corp ($1.63M), Epoch Investment Partners Inc. ($1.28M), Mirae Asset Global Investments Co. Ltd. ($1.14M), LSV Asset Management ($898.24K), and Sumitomo Mitsui Trust Holdings Inc. ($874.92K).

How much institutional selling is happening at Iron Mountain?

Institutional investors have sold a total of 51,665,093 shares in the last 24 months. This volume of shares sold represents approximately $3.11B in transactions.


This page (NYSE:IRM) was last updated on 5/19/2024 by MarketBeat.com Staff

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