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Get Institutions for : 
Iron Mountain Inc (IRM)  
$75.32 1.68 (2.18%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 848    23
Total shares held : 
 233,203,625  
% of shares held : 
 80.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 7,596,183  
% of shares held change : 
   2.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $58.67  
Last Quarter's Ending Price : 
 $69.98  
Last Quarter's Average Price : 
 $62.73  
Change from last quarter's     
avg. price to the last closing  : 
12.59 (20.07%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
83
 4,076,032
 1.75%
 
Increased Positions :
280
 26,320,440
 11.29%
 
Unchanged Positions :
157
 2,125,338
 0.91%
 
Decreased Positions :
328
-21,840,669
-9.37%
 
Closed Positions :
60
-959,620
-0.41%
 
Guru Positions :
3
287,139
 0.12%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 380 *New 2023-12-31 3,263,663 $228,391,000 3,263,663
   ALYESKA INVESTMENT GROUP, L.P. 256 *New 2023-12-31 145,603 $10,189,000 145,603
   POLAR SECURITIES INC. 78 *New 2023-12-31 140,600 $9,839,000 140,600
   Empowered Funds LLC 263 *New 2023-12-31 64,340 $4,503,000 64,340
   NOMURA HOLDINGS INC 310 *New 2023-12-31 51,817 $3,626,000 51,817
   RPg Family Wealth Advisory LLC *New 2023-12-31 46,298 $3,270,000 46,298
   Y-Intercept (Hong Kong) Ltd 69 *New 2023-12-31 40,911 $2,863,000 40,911
   Claro Advisors LLC 85 *New 2024-03-31 18,019 $1,445,000 18,019
   DoubleLine ETF Adviser LP 61 *New 2023-12-31 20,021 $1,401,000 20,021
   Simplicity WealthLLC 447 *New 2024-03-31 16,521 $1,325,000 16,521
   COLONY GROUP, LLC 428 *New 2023-12-31 16,633 $1,164,000 16,633
   USA Financial Portformulas Corp 70 *New 2023-12-31 14,191 $993,000 14,191
   TOMPKINS FINANCIAL CORP 87 *New 2024-03-31 12,000 $963,000 12,000
   MAVERICK CAPITAL LTD 126 *New 2023-12-31 13,712 $960,000 13,712
   GRAYHAWK INVESTMENT STRATEGIES INC. 60 *New 2023-12-31 10,706 $749,000 10,706
   Crescent Grove Advisors LLC 133 *New 2023-12-31 10,535 $737,000 10,535
   Sequoia Financial Advisors LLC *New 2023-12-31 10,241 $717,000 10,241
   NORDEN GROUP LLC 530 *New 2024-03-31 8,190 $657,000 8,190
   GTS SECURITIES LLC 785 *New 2023-12-31 9,375 $656,000 9,375
   Delta Investment Management LLC 93 *New 2023-12-31 8,719 $610,000 8,719
   QUANTBOT TECHNOLOGIES LLC 664 *New 2023-12-31 8,560 $599,000 8,560
   EVOKE WEALTH LLC 432 *New 2023-12-31 6,839 $483,000 6,839
   Investment Management Corp of Ontario 474 *New 2023-12-31 6,791 $475,000 6,791
   TEWKSBURY CAPITAL MANAGEMENT LTD 172 *New 2023-12-31 5,903 $413,000 5,903
   RMR Wealth Builders 178 *New 2024-03-31 4,686 $377,000 4,686
   LifePro Asset Management 89 *New 2024-03-31 4,455 $357,000 4,455
   KEYBANK NATIONAL ASSOCIATION/OH 880 *New 2023-12-31 5,051 $353,000 5,051
   Quantinno Capital Management LP 930 *New 2023-12-31 4,766 $334,000 4,766
   OneAscent Financial Services LLC 273 *New 2024-03-31 3,937 $316,000 3,937
   Cornerstone Wealth Group LLC 188 *New 2024-03-31 3,811 $306,000 3,811
   NEOS Investment Management LLC 399 *New 2023-12-31 4,124 $289,000 4,124
   Consolidated Planning Corp 131 *New 2023-12-31 4,001 $280,000 4,001
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 884 *New 2023-12-31 3,867 $271,000 3,867
   Summit Financial LLC 336 *New 2024-03-31 3,269 $264,000 3,269
   Tradewinds LLC. 100 *New 2023-09-30 4,415 $262,000 4,415
   ASPEN INVESTMENT MANAGEMENT INC 141 *New 2024-03-31 3,110 $249,000 3,110
   Lebenthal Global Advisors LLC 171 *New 2023-12-31 3,538 $248,000 3,538
   CAPROCK Group Inc. 596 *New 2023-12-31 3,449 $244,000 3,449
   POWER CORP OF CANADA 151 *New 2023-12-31 3,416 $239,000 3,416
   Kula Investments LLC 528 *New 2023-03-31 4,465 $236,000 4,465
   Cooper Financial Group 321 *New 2024-03-31 2,924 $235,000 2,924
   Jacobi Capital Management LLC 426 *New 2023-12-31 3,288 $230,000 3,288
   CYPRESS CAPITAL GROUP *New 2023-12-31 3,200 $224,000 3,200
   IWAMOTO KONG & CO INC 136 *New 2023-12-31 3,200 $224,000 3,200
   Kovitz Investment Group Partners LLC 382 *New 2023-12-31 3,191 $223,000 3,191
   SCHMIDT P J INVESTMENT MANAGEMENT INC 170 *New 2024-03-31 2,760 $221,000 2,760
   Cresset Asset Management LLC 1633 *New 2023-12-31 3,106 $217,000 3,106
   Dynamic Advisors Solutions LLC 841 *New 2024-03-31 2,675 $215,000 2,675
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 681 *New 2023-12-31 3,044 $213,000 3,044
   Pine Valley Investments Ltd Liability Co 418 *New 2023-12-31 3,025 $212,000 3,025
   SEGMENT WEALTH MANAGEMENT, LLC 242 *New 2024-03-31 2,600 $209,000 2,600
   MISSION CREEK CAPITAL PARTNERS INC 217 *New 2023-12-31 2,972 $208,000 2,972
   Seed Wealth Management Inc. 141 *New 2024-03-31 2,620 $208,000 2,620
   CAPITAL CITY TRUST CO/FL 116 *New 2023-12-31 2,940 $206,000 2,940
   Laurel Wealth Advisors Inc. 637 *New 2022-12-31 4,056 $202,000 4,056
   MATHER GROUP, INC. 570 *New 2024-03-31 2,382 $167,000 2,382
   MEADOWBROOK INVESTMENT ADVISORS LLC 116 *New 2023-12-31 2,285 $160,000 2,285
   Point72 Europe (London) LLP 267 *New 2023-12-31 2,280 $160,000 2,280
   MEAG MUNICH ERGO KAPITALANLAGEGESELLSCHAFT MBH 155 *New 2024-03-31 1,857 $149,000 1,857
   EDMOND DE ROTHSCHILD HOLDING S.A. 425 *New 2023-12-31 1,773 $124,000 1,773
   GROUP ONE TRADING, L.P. 986 *New 2023-12-31 1,037 $73,000 1,037
   Princeton Global Asset Management LLC *New 2023-12-31 1,000 $70,000 1,000
   OPTIMUM INVESTMENT ADVISORS 341 *New 2024-03-31 750 $60,000 750
   EdgeRock Capital LLC 114 *New 2023-12-31 706 $49,000 706
   Heritage Wealth Advisors 350 *New 2023-12-31 543 $38,000 543
   First Capital Advisors Group LLC. 388 *New 2023-06-30 438 $25,000 438
   Dunhill Financial LLC 152 *New 2023-12-31 297 $21,000 297
   YHB INVESTMENT ADVISORS, INC. 658 *New 2024-03-31 164 $13,000 164
   PIN OAK INVESTMENT ADVISORS INC 311 *New 2023-12-31 174 $12,000 174
   Farmers & Merchants Trust Co of Chambersburg PA 330 *New 2024-03-31 87 $7,000 87
   FNY Investment Advisers LLC 323 *New 2023-12-31 100 $6,000 100
   RFP Financial Group LLC 469 *New 2023-12-31 84 $6,000 84
   CREATIVE FINANCIAL DESIGNS INC /ADV 1343 *New 2023-12-31 50 $3,000 50
   Core Wealth Advisors Inc. 232 *New 2023-12-31 43 $3,000 43
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 400 *New 2024-03-31 25 $2,000 25
   MCF Advisors LLC 927 *New 2024-03-31 4 $0 4
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 795 *New 2023-12-31 0 $0 0
   AYRSHIRE ASSOCIATES INC 686 *New 2023-12-31 5 $0 5
   Baldrige Asset Management LLC 457 *New 2023-03-31 9 $0 9
  79 Records found
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