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Iron Mountain (IRM) Institutional Ownership

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$127.84 +3.61 (+2.90%)
As of 12:04 PM Eastern
This is a fair market value price provided by Massive. 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)
592
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
473
Total
Institutional Outflows
(last 12 months)
$1.87B
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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
7/10/2026 Tema ETFs LLC12,940$1.63M0.1%+9.8%0.004%
7/10/2026 Kentucky Trust Co17,465$2.21M1.1%-7.4%0.006%
7/10/2026 E. Ohman J or Asset Management AB11,103$1.40M0.0%-12.6%0.004%
7/10/2026 Handelsbanken Fonder AB189,498$23.94M0.1%+24.4%0.064%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors6,677$843K0.1%-4.7%0.002%
7/10/2026 Wealthcare Advisory Partners LLC8,501$1.07M0.0%-12.3%0.003%
7/9/2026 Asset Advisory Group Inc.1,855$234K0.1%N/A0.001%
7/9/2026 Legacy Wealth Asset Management LLC3,231$408K0.1%N/A0.001%
7/9/2026 Allied Private Wealth LLC5,945$686K0.4%N/A0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.56,304$7.11M0.2%+10.3%0.019%
7/9/2026 Valeo Financial Advisors LLC1,920$243K0.0%N/A0.001%
7/8/2026 Gradient Investments LLC29,602$3.74M0.1%+12.0%0.010%
7/8/2026 Foresight Capital Management Advisors Inc.59,644$7.53M3.7%-12.7%0.020%
7/8/2026 Elevation Wealth Partners LLC283$36K0.0%+444.2%0.000%
7/8/2026 Czech National Bank84,687$10.70M0.1%+5.1%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab68,465$8.65M0.1%+12.2%0.023%
7/7/2026 Mechanics Bank Trust Department9,042$1.14M0.1%-2.5%0.003%
7/7/2026 Dynamic Advisor Solutions LLC1,791$226K0.0%N/A0.001%
7/7/2026 GAMMA Investing LLC7,716$975K0.0%+16.5%0.003%
7/7/2026 Avior Wealth Management LLC6,615$836K0.0%-4.0%0.002%
7/7/2026 Harbor Investment Advisory LLC632$80K0.0%N/A0.000%
7/6/2026 Somerset Trust Co5,428$686K0.2%-4.4%0.002%
7/2/2026 Versant Capital Management Inc2,253$285K0.0%+29.4%0.001%
7/2/2026 CX Institutional5,489$693K0.0%-6.9%0.002%
6/18/2026Western Wealth Management LLC1,397$143K0.0%N/A0.000%
6/3/2026CoreFirst Bank & Trust22,629$2.31M1.2%-0.9%0.008%
6/3/2026DV Trading LLC2,400$245K0.0%N/A0.001%
6/3/2026Parallel Advisors LLC3,857$394K0.0%+23.2%0.001%
6/3/2026NewEdge Advisors LLC41,818$4.27M0.0%+66.4%0.014%
6/2/2026Optiver Holding B.V.1,369$140K0.0%N/A0.000%
5/26/2026Glenmede Trust Co. NA10,850$1.11M0.0%+4.2%0.004%
5/22/2026Verus Capital Partners LLC8,701$889K0.1%-15.3%0.003%
5/21/2026Essential Partners LLC561$57K0.0%+24.4%0.000%
5/19/2026Western Wealth Management LLC1,397$143K0.0%N/A0.000%
5/19/2026Royal Fund Management LLC15,649$1.60M0.2%-66.0%0.005%
5/19/2026Bank of America Corp DE1,399,375$142.93M0.0%-7.3%0.470%
5/19/2026Edgestream Partners L.P.20,057$2.05M0.1%N/A0.007%
5/19/2026Anson Funds Management LP42,200$4.31M0.4%N/A0.014%
5/19/2026Janus Henderson Group PLC33,266$3.40M0.0%-12.5%0.011%
5/19/2026Centaurus Financial Inc.7,115$727K0.0%-1.4%0.002%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
5/19/2026Oddo BHF Asset Management Sas9,183$938K0.0%-8.8%0.003%
5/19/2026Bull Harbor Capital LLC3,507$358K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors7,386$754K0.0%-4.7%0.002%
5/18/2026Amundi1,091,574$111.49M0.0%-18.2%0.367%
5/18/2026Adelante Capital Management LLC356,934$36.46M2.4%+5.2%0.120%
5/18/2026EverSource Wealth Advisors LLC2,796$286K0.0%+64.1%0.001%
5/18/2026California State Teachers Retirement System422,871$43.19M0.0%-2.6%0.142%
5/18/2026Royal Bank of Canada1,410,720$144.09M0.0%+9.7%0.474%
5/18/2026Empowered Funds LLC23,082$2.36M0.0%+198.8%0.008%
5/16/2026The Manufacturers Life Insurance Company 173,470$17.72M0.0%-3.6%0.058%
5/16/2026Quantinno Capital Management LP322,017$32.89M0.1%+92.7%0.108%
5/16/2026BROOKFIELD Corp ON 188,255$19.23M0.0%+31.4%0.063%
5/15/2026Cardiff Park Advisors LLC2,725$278K0.0%N/A0.001%
5/15/2026Gateway Wealth Partners LLC4,017$410K0.0%N/A0.001%
5/15/2026OMERS ADMINISTRATION Corp13,362$1.37M0.0%+27.6%0.004%
5/15/2026Waverly Advisors LLC36,018$3.68M0.0%+4.6%0.012%
5/15/2026Wealth Alliance LLC2,801$286K0.0%N/A0.001%
5/15/2026Epoch Investment Partners Inc.616,513$62.97M0.4%-2.1%0.207%
5/15/2026Entropy Technologies LP26,399$2.70M0.1%+370.2%0.009%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund214,886$21.95M0.0%+1,739.0%0.072%
5/14/2026Dai ichi Life Insurance Company Ltd12,754$1.30M0.0%-2.6%0.004%
5/14/2026Renaissance Technologies LLC2,400$245K0.0%N/A0.001%
5/14/2026Hilltop Holdings Inc.3,776$386K0.0%-11.8%0.001%
5/14/2026Public Employees Retirement System of Ohio423,714$43.28M0.1%+121.3%0.142%
5/14/2026Compound Planning Inc.10,967$1.12M0.0%+21.6%0.004%
5/14/2026Keebeck Wealth Management2,083$215K0.0%N/A0.001%
5/14/2026Bank of Nova Scotia99,824$10.20M0.0%+27.0%0.034%
5/14/2026Sei Investments Co.974,792$99.57M0.1%-4.9%0.328%
5/14/2026Lido Advisors LLC20,708$2.13M0.0%+23.9%0.007%
5/14/2026Walleye Capital LLC119,864$12.24M0.1%N/A0.040%
5/13/2026Cetera Investment Advisers260,039$26.56M0.0%+4.6%0.087%
5/13/2026American Investment Services Inc.3,304$337K0.1%+6.5%0.001%
5/13/2026Lavaca Capital LLC1,209$123K0.0%+25.8%0.000%
5/13/2026Dynamic Wealth Strategies LLC300$31K0.0%N/A0.000%
5/13/2026Prestige Wealth Management Group LLC3,537$361K0.1%+2,289.9%0.001%
5/13/2026Measured Wealth Private Client Group LLC4,366$446K0.1%-33.1%0.001%
5/13/2026NewEdge Wealth LLC19,365$1.98M0.0%+41.3%0.007%
5/13/2026Wiregrass Investment Management LLC12,728$1.30M1.1%+3.6%0.004%
5/13/2026First Trust Advisors LP55,694$5.69M0.0%+3.7%0.019%
5/12/2026ABN Amro Investment Solutions15,813$1.62M0.0%-2.5%0.005%
5/8/2026PNC Financial Services Group Inc.68,569$7.00M0.0%+12.1%0.023%
5/8/2026Mathes Company Inc.7,400$756K0.3%-2.0%0.002%
5/8/2026Burling Wealth Partners LLC10,671$1.09M0.2%-5.3%0.004%
5/8/2026Andra AP fonden31,552$3.22M0.0%-84.3%0.011%
5/8/2026 One Charles Private Wealth Services LLC14,975$1.53M0.4%-1.3%0.005%
5/8/2026Cassaday & Co Wealth Management LLC1,324$135K0.0%N/A0.000%
5/8/2026Commerzbank Aktiengesellschaft FI2,758$282K0.0%-3.4%0.001%
5/7/2026Meeder Advisory Services Inc.3,741$382K0.0%+2.9%0.001%
5/7/2026Dimensional Fund Advisors LP4,552,286$464.93M0.1%+2.8%1.530%
5/7/2026Parallel Advisors LLC3,857$394K0.0%+23.2%0.001%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
5/7/2026KBC Group NV80,345$8.21M0.0%-48.0%0.027%
5/7/2026SEB Asset Management AB69,230$7.07M0.0%N/A0.023%
5/7/2026Swiss National Bank867,461$88.60M0.1%+7.2%0.292%
5/7/2026Crescent Grove Advisors LLC16,054$1.71M0.2%+21.1%0.005%
5/6/2026IMA Advisory Services Inc.2,787$287K0.0%-6.2%0.001%
5/6/2026California Public Employees Retirement System502,460$51.32M0.0%-2.2%0.169%
5/6/2026Ranch Capital Advisors Inc.39,233$4.03M1.5%+4.2%0.013%
5/6/2026Copeland Capital Management LLC2,091$214K0.0%+94.5%0.001%
5/6/2026Bessemer Group Inc.29,560$3.02M0.0%+3.2%0.010%
5/6/2026B&I Capital AG116,467$11.90M4.0%+1.5%0.039%


IRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,146 institutional investors and hedge funds held shares of Iron Mountain. The most heavily invested institutionals were Vanguard Group Inc. ($3.87B), Cohen & Steers Inc. ($1.57B), State Street Corp ($1.42B), Geode Capital Management LLC ($685.37M), Principal Financial Group Inc. ($466.38M), Dimensional Fund Advisors LP ($464.93M), and Capital World Investors ($401.25M).Learn more on Iron Mountain's institutional investors.

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

Of the 937 institutional investors that purchased Iron Mountain's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($11.85M), Wealthfront Advisers LLC ($6.80M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($5.38M), Cohen & Steers Inc. ($3.16M), Invesco Ltd. ($2.95M), Principal Financial Group Inc. ($2.61M), and Nuveen LLC ($2.23M).

Institutional investors have bought a total of 39,767,163 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

Of the 471 institutional investors that sold Iron Mountain's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($3.16M), Pictet Asset Management Holding SA ($1.60M), Wellington Management Group LLP ($1.39M), Royal Bank of Canada ($1.01M), Amundi ($757.63K), Invesco Ltd. ($649.15K), and Vanguard Group Inc. ($625.62K).

Institutional investors have sold a total of 20,159,201 shares in the last 24 months. This volume of shares sold represents approximately $1.87B in transactions.



This page (NYSE:IRM) was last updated on 7/21/2026 by MarketBeat.com Staff.
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