Free Trial

Iron Mountain (IRM) Institutional Ownership

Iron Mountain logo
$91.03 +1.36 (+1.52%)
As of 10:57 AM 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)
607
Total
Institutional Inflows
(last 12 months)
$3.99B
Number of
Institutional Sellers
(last 12 months)
525
Total
Institutional Outflows
(last 12 months)
$3.02B
Get IRM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Iron Mountain stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/1/2025Park Square Financial Group LLC1,597$137K0.1%-46.6%0.001%
5/1/2025Diversify Wealth Management LLC2,645$233K0.0%+9.5%0.001%
5/1/2025Xponance Inc.80,614$6.94M0.1%-18.1%0.027%
5/1/2025Fidelis Capital Partners LLC5,572$489K0.1%-10.3%0.002%
4/30/2025Cerity Partners LLC34,070$2.93M0.0%+3.8%0.012%
4/30/2025Allworth Financial LP65,378$5.58M0.0%+1.6%0.022%
4/30/2025Nisa Investment Advisors LLC109,603$9.52M0.0%-2.8%0.037%
4/30/2025Axxcess Wealth Management LLC11,188$963K0.0%-39.2%0.004%
4/30/2025New Mexico Educational Retirement Board13,740$1.18M0.0%-1.4%0.005%
4/30/2025Greenleaf Trust7,368$634K0.0%-2.4%0.002%
4/30/2025DekaBank Deutsche Girozentrale1,126,012$95.07M0.2%+0.3%0.382%
4/30/2025Stratos Wealth Partners LTD.3,312$285K0.0%+3.7%0.001%
4/30/2025M&T Bank Corp85,195$7.33M0.0%-2.1%0.029%
4/30/2025Brown Advisory Inc.12,554$1.08M0.0%-37.2%0.004%
4/30/2025Crossmark Global Holdings Inc.62,028$5.34M0.1%+7.7%0.021%
4/29/2025 U.S. Capital Wealth Advisors LLC112,100$9.65M0.3%-0.8%0.038%
4/29/2025 Envestnet Asset Management Inc.213,899$18.40M0.0%-12.9%0.073%
4/29/2025 Penserra Capital Management LLC1,426$122K0.0%-32.3%0.000%
4/29/2025 Investor s Fiduciary Advisor Network LLC30,949$2.66M1.3%-10.7%0.010%
4/29/2025 Argentarii LLC2,333$201K0.1%N/A0.001%
4/29/2025 Lee Danner & Bass Inc.36,025$3.10M0.3%+4.6%0.012%
4/29/2025 Adell Harriman & Carpenter Inc.321,834$27.69M2.1%-2.4%0.109%
4/29/2025 Concurrent Investment Advisors LLC5,934$511K0.0%-7.2%0.002%
4/29/2025 HM Payson & Co.12,526$1.08M0.0%+2.2%0.004%
4/29/2025 Bank of New York Mellon Corp1,861,318$160.15M0.0%-8.5%0.631%
4/29/2025 World Investment Advisors5,484$472K0.0%-35.7%0.002%
4/29/2025 Wayfinding Financial LLC432$37K0.0%N/A0.000%
4/29/2025 Capital Investment Advisory Services LLC9,083$781K0.1%+9.7%0.003%
4/29/2025 Strategic Blueprint LLC3,592$309K0.0%-5.4%0.001%
4/29/2025 Brookstone Capital Management158,221$13.61M0.2%+28.8%0.054%
4/29/2025 Kintegral Advisory LLC8,020$696K0.1%-32.9%0.003%
4/29/2025 Catalyst Capital Advisors LLC527$45K0.0%-98.8%0.000%
4/29/2025 IFM Investors Pty Ltd128,021$11.02M0.1%+4.2%0.043%
4/29/2025 GF Fund Management CO. LTD.5,558$478K0.0%+4.3%0.002%
4/29/2025 OneDigital Investment Advisors LLC5,432$467K0.0%-4.7%0.002%
4/29/2025 Onyx Bridge Wealth Group LLC3,520$303K0.0%-3.9%0.001%
4/29/2025 Checchi Capital Advisers LLC8,869$763K0.0%+10.4%0.003%
4/28/2025 D.A. Davidson & CO.29,216$2.51M0.0%-1.0%0.010%
4/28/2025 Rosenberg Matthew Hamilton1,680$145K0.0%+56.3%0.001%
4/28/2025 Principal Financial Group Inc.904,184$77.80M0.0%+117.7%0.307%
Trump announcement boosts “next Bitcoin” (Ad)

President Trump just made his first big crypto move ... Announcing the creation of a national strategic reserve for Bitcoin and Ethereum. But there's something else going on here …

To learn more about this next Bitcoin — click here before another proclamation by Trump sends the pr
4/28/2025 Mutual Advisors LLC130,443$11.44M0.3%+7.9%0.044%
4/28/2025 Teacher Retirement System of Texas57,824$4.98M0.0%+60.4%0.020%
4/28/2025 First Horizon Advisors Inc.650$56K0.0%-51.9%0.000%
4/28/2025 Private Trust Co. NA2,305$198K0.0%-19.2%0.001%
4/28/2025 DAVENPORT & Co LLC9,670$832K0.0%-62.0%0.003%
4/28/2025 Summit Trail Advisors LLC3,619$315K0.0%-36.6%0.001%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd94,965$8.17M0.1%+2.6%0.032%
4/28/2025 Vontobel Holding Ltd.11,687$1.01M0.0%+150.4%0.004%
4/25/2025 Mather Group LLC.2,467$212K0.0%-4.5%0.001%
4/25/2025 Deseret Mutual Benefit Administrators1,501$129K0.1%-21.8%0.001%
4/25/2025 WASHINGTON TRUST Co5,586$481K0.0%-18.9%0.002%
4/25/2025 Canandaigua National Bank & Trust Co.2,700$232K0.0%+25.6%0.001%
4/25/2025 IRON Financial LLC2,483$214K0.1%N/A0.001%
4/25/2025 New York State Teachers Retirement System227,739$19.60M0.0%-9.9%0.077%
4/25/2025 Amalgamated Bank60,085$5.17M0.0%+2.7%0.020%
4/25/2025 Monument Capital Management3,553$306K0.1%-60.0%0.001%
4/25/2025 Augustine Asset Management Inc.5,178$446K0.1%+4.0%0.002%
4/25/2025 Naviter Wealth LLC20,769$1.78M0.2%+3.8%0.007%
4/25/2025 KBC Group NV67,353$5.79M0.0%-83.3%0.023%
4/25/2025 TBH Global Asset Management LLC7,509$646K0.1%-4.3%0.003%
4/25/2025 Colonial River Investments LLC8,795$757K0.4%-37.3%0.003%
4/25/2025 WealthBridge Capital Management LLC8,352$719K0.2%-36.6%0.003%
4/25/2025 Sumitomo Mitsui Trust Group Inc.1,047,116$90.09M0.1%+15.0%0.355%
4/24/2025 Golden State Wealth Management LLC344$30K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC107,640$9.35M0.0%-8.2%0.037%
4/24/2025 TCV Trust & Wealth Management Inc.142,269$12.24M1.1%-2.4%0.048%
4/24/2025 Kessler Investment Group LLC11,082$953K0.5%-6.0%0.004%
4/24/2025 Border to Coast Pensions Partnership Ltd480,000$41.30M0.8%+4.3%0.163%
4/23/2025 Robeco Institutional Asset Management B.V.20,206$1.74M0.0%+5.4%0.007%
4/23/2025 Sequoia Financial Advisors LLC8,873$763K0.0%+7.0%0.003%
4/23/2025 Perigon Wealth Management LLC3,728$321K0.0%-8.7%0.001%
4/23/2025 Golden State Wealth Management LLC344$30K0.0%N/A0.000%
4/23/2025 Bessemer Group Inc.14,439$1.24M0.0%-55.9%0.005%
4/23/2025 Spire Wealth Management15,173$1.31M0.0%-1.3%0.005%
4/23/2025 Golden State Equity Partners5,150$443K0.1%-2.9%0.002%
4/23/2025 E&G Advisors LP3,500$301K0.1%-5.4%0.001%
4/23/2025 Strategic Investment Advisors MI5,860$504K0.1%-43.4%0.002%
4/23/2025 Moran Wealth Management LLC205,990$17.72M0.6%-1.4%0.070%
4/23/2025 Vectors Research Management LLC42,076$3.62M1.3%+9.4%0.014%
4/23/2025 Symphony Financial Ltd. Co.4,264$368K0.2%-76.0%0.001%
4/23/2025 Asset Management One Co. Ltd.555,014$47.75M0.2%-1.3%0.189%
4/23/2025 Oppenheimer & Co. Inc.8,974$772K0.0%-30.9%0.003%
4/23/2025 Oppenheimer Asset Management Inc.12,843$1.11M0.0%-10.6%0.004%
4/23/2025 Crewe Advisors LLC505$43K0.0%+10,000.0%0.000%
4/22/2025 Flagship Harbor Advisors LLC8,540$735K0.0%-4.1%0.003%
4/22/2025 Cambridge Investment Research Advisors Inc.142,256$12.24M0.0%-1.3%0.048%
4/22/2025 Genesee Capital Advisors LLC8,379$721K0.4%-37.4%0.003%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund8,466$728K0.1%N/A0.003%
4/22/2025 Kentucky Retirement Systems19,876$1.71M0.1%-1.4%0.007%
4/22/2025 Heartland Bank & Trust Co9,492$817K0.4%+16.6%0.003%
Trump announcement boosts “next Bitcoin” (Ad)

President Trump just made his first big crypto move ... Announcing the creation of a national strategic reserve for Bitcoin and Ethereum. But there's something else going on here …

To learn more about this next Bitcoin — click here before another proclamation by Trump sends the pr
4/22/2025 Aspire Private Capital LLC10,569$909K0.2%+9.7%0.004%
4/22/2025 Praxis Investment Management Inc.17,280$1.49M0.1%-15.7%0.006%
4/22/2025 PFG Investments LLC23,466$2.02M0.1%-8.3%0.008%
4/22/2025 Putney Financial Group LLC4,731$407K0.3%-3.9%0.002%
4/22/2025 Advisor Resource Council3,419$294K0.0%N/A0.001%
4/21/2025 Spirit of America Management Corp NY43,250$3.72M0.8%+4.6%0.015%
4/21/2025 ORG Partners LLC1,658$153K0.0%-89.4%0.001%
4/21/2025 Kentucky Trust Co20,595$1.77M1.1%-4.2%0.007%
4/21/2025 Retirement Systems of Alabama232,002$19.96M0.1%-0.5%0.079%
4/21/2025 Blue Trust Inc.1,017$88K0.0%+154.9%0.000%
(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, 1,074 institutional investors and hedge funds held shares of Iron Mountain. The most heavily invested institutionals were Vanguard Group Inc. ($4.90B), State Street Corp ($1.98B), Cohen & Steers Inc. ($1.57B), BlackRock Inc. ($1.27B), Geode Capital Management LLC ($832.88M), Wealthfront Advisers LLC ($721.56M), and Northern Trust Corp ($454.76M).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 872 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), Wealthfront Advisers LLC ($6.80M), Norges Bank ($6.58M), Daiwa Securities Group Inc. ($4.46M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.67M), Wellington Management Group LLP ($2.29M), and Bank Julius Baer & Co. Ltd Zurich ($1.97M).

How much institutional buying is happening at Iron Mountain?

Institutional investors have bought a total of 85,065,128 shares in the last 24 months. This purchase volume represents approximately $6.93B in transactions.

Which Iron Mountain major shareholders have been selling company stock?

Of the 667 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 ($20.14M), FMR LLC ($3.03M), Cohen & Steers Inc. ($2.82M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.74M), Pacer Advisors Inc. ($2.67M), Wellington Management Group LLP ($2.08M), and Epoch Investment Partners Inc. ($1.83M).

How much institutional selling is happening at Iron Mountain?

Institutional investors have sold a total of 62,682,465 shares in the last 24 months. This volume of shares sold represents approximately $5.22B in transactions.



This page (NYSE:IRM) was last updated on 5/1/2025 by MarketBeat.com Staff
From Our Partners