Iron Mountain Ownership 2024 | Who Owns Iron Mountain Now?
Institutional Ownership
17.16%
Insider Ownership
0.82%
Retail Ownership
82.03%
Institutional Holders
571.00
Iron Mountain Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 15.93% | 0.08% | 46,643,352 | 266,118 | 0.57% | 4,180,177,206 | Jun 30, 2024 |
BLACKROCK INC. | 9.53% | 0.06% | 27,891,960 | 4,783,129 | 20.70% | 2,499,677,475 | Jun 30, 2024 |
COHEN & STEERS, INC. | 7.87% | 4.33% | 23,051,016 | -604,022 | -2.55% | 2,065,761,000 | Jun 30, 2024 |
STATE STREET CORP | 5.98% | 0.07% | 17,516,178 | 3,704,370 | 26.82% | 1,578,535,975,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.78% | 0.06% | 8,129,343 | 808,857 | 11.05% | 728,877,037 | Jun 30, 2024 |
DAIWA SECURITIES GROUP INC. | 1.54% | 2.15% | 4,517,699 | -44,466 | -0.97% | 404,876,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.46% | 0.10% | 4,286,068 | -525 | -0.01% | 384,116,730 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 1.41% | 0.06% | 4,116,146 | 23 | 0.00% | 368,889,005 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | 1.34% | 0.16% | 3,923,723 | 71,576 | 1.86% | 351,644,055 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.33% | 0.08% | 3,899,276 | 1,286,694 | 49.25% | 349,452,733 | Jun 30, 2024 |
MORGAN STANLEY | 1.25% | 0.03% | 3,655,486 | 197,051 | 5.70% | 327,604,862 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.15% | 0.05% | 3,379,577 | 731,123 | 27.61% | 302,877,691 | Jun 30, 2024 |
FMR LLC | 1.12% | 0.02% | 3,293,020 | 324,598 | 10.94% | 295,120,508 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11% | 0.06% | 3,244,640 | 19,479 | 0.60% | 290,784,603 | Jun 30, 2024 |
NORGES BANK | 1.11% | 0.04% | 3,238,615 | 3,238,615 | 100.00% | 290,244,676 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.01% | 0.04% | 2,968,422 | 52,798 | 1.81% | 266,029,979,000 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.93% | 0.28% | 2,712,745 | -375,888 | -12.17% | 243,089,418 | Jun 30, 2024 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.82% | 2.34% | 2,409,602 | 871,116 | 56.62% | 215,948,531 | Jun 30, 2024 |
INVESCO LTD. | 0.77% | 0.04% | 2,257,536 | 247,043 | 12.29% | 202,320,375 | Jun 30, 2024 |
AMUNDI | 0.77% | 0.08% | 2,250,829 | -726,505 | -24.40% | 206,581,085 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 0.03% | 5.75% | 94,731 | -383 | -0.40% | 8,490,000 | Jun 30, 2024 |
MARBLE HARBOR INVESTMENT COUNSEL, LLC | 0.15% | 4.63% | 438,960 | -7,121 | -1.60% | 39,339,632 | Jun 30, 2024 |
WATERFRONT CAPITAL PARTNERS, LLC | 0.15% | 4.61% | 437,733 | 182,733 | 71.66% | 39,229,631 | Jun 30, 2024 |
HEITMAN REAL ESTATE SECURITIES LLC | 0.26% | 4.34% | 765,561 | -173,772 | -18.50% | 68,609,577 | Jun 30, 2024 |
COHEN & STEERS, INC. | 7.87% | 4.33% | 23,051,016 | -604,022 | -2.55% | 2,065,761,000 | Jun 30, 2024 |
VERT ASSET MANAGEMENT LLC | 0.04% | 4.20% | 117,664 | -4,239 | -3.48% | 10,545,048 | Jun 30, 2024 |
AMERICAN TRUST INVESTMENT ADVISORS, LLC | 0.02% | 3.06% | 70,396 | -2,163 | -2.98% | 6,308,890 | Jun 30, 2024 |
WERLINICH ASSET MANAGEMENT, LLC | 0.02% | 2.87% | 51,747 | 57 | 0.11% | 4,616,332 | Jun 30, 2024 |
AR ASSET MANAGEMENT INC | 0.04% | 2.82% | 130,600 | - | - | 11,704,000 | Jun 30, 2024 |
AEW CAPITAL MANAGEMENT L P | 0.20% | 2.55% | 588,900 | 456,780 | 345.73% | 52,777,218 | Jun 30, 2024 |
UNITED BANK | 0.08% | 2.46% | 220,820 | -25,669 | -10.41% | 19,789,886 | Jun 30, 2024 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.82% | 2.34% | 2,409,602 | 871,116 | 56.62% | 215,948,531 | Jun 30, 2024 |
NIA IMPACT ADVISORS, LLC | 0.02% | 2.32% | 72,097 | -4,386 | -5.73% | 6,461,350 | Jun 30, 2024 |
SARGENT INVESTMENT GROUP, LLC | 0.04% | 2.31% | 126,360 | -9,566 | -7.04% | 11,324,383 | Jun 30, 2024 |
ADELL HARRIMAN & CARPENTER INC | 0.11% | 2.30% | 332,675 | 5,117 | 1.56% | 29,814,333 | Jun 30, 2024 |
TERRA NOVA ASSET MANAGEMENT LLC | 0.01% | 2.29% | 32,409 | 120 | 0.37% | 2,904,673 | Jun 30, 2024 |
DAIWA SECURITIES GROUP INC. | 1.54% | 2.15% | 4,517,699 | -44,466 | -0.97% | 404,876,000 | Jun 30, 2024 |
AMERICAN ASSETS CAPITAL ADVISERS, LLC | 0.02% | 2.06% | 72,534 | 47,035 | 184.46% | 6,500,497 | Jun 30, 2024 |
COOKSON PEIRCE & CO INC | 0.16% | 1.99% | 461,823 | 63,824 | 16.04% | 41,388,618 | Jun 30, 2024 |
MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 0.03% | 1.91% | 87,373 | 87,373 | 100.00% | 7,830,368 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 9.53% | 0.06% | 27,891,960 | 4,783,129 | 20.70% | 2,499,677,475 | Jun 30, 2024 |
STATE STREET CORP | 5.98% | 0.07% | 17,516,178 | 3,704,370 | 26.82% | 1,578,535,975,000 | Jun 30, 2024 |
NORGES BANK | 1.11% | 0.04% | 3,238,615 | 3,238,615 | 100.00% | 290,244,676 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 1.33% | 0.08% | 3,899,276 | 1,286,694 | 49.25% | 349,452,733 | Jun 30, 2024 |
AGF MANAGEMENT LTD | 0.77% | 1.12% | 2,245,393 | 972,101 | 76.35% | 201,232,121 | Jun 30, 2024 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.82% | 2.34% | 2,409,602 | 871,116 | 56.62% | 215,948,531 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.78% | 0.06% | 8,129,343 | 808,857 | 11.05% | 728,877,037 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.55% | 0.02% | 1,615,304 | 794,991 | 96.91% | 144,763,473 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.15% | 0.05% | 3,379,577 | 731,123 | 27.61% | 302,877,691 | Jun 30, 2024 |
KOREA INVESTMENT CORP | 0.19% | 0.13% | 561,770 | 472,463 | 529.03% | 50,345,827 | Jun 30, 2024 |
AEW CAPITAL MANAGEMENT L P | 0.20% | 2.55% | 588,900 | 456,780 | 345.73% | 52,777,218 | Jun 30, 2024 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.44% | 1.48% | 1,298,330 | 402,625 | 44.95% | 116,356,335 | Jun 30, 2024 |
APG ASSET MANAGEMENT US INC. | 0.14% | 0.21% | 400,000 | 400,000 | 100.00% | 35,876,000 | Jun 30, 2024 |
FMR LLC | 1.12% | 0.02% | 3,293,020 | 324,598 | 10.94% | 295,120,508 | Jun 30, 2024 |
VANGUARD GROUP INC | 15.93% | 0.08% | 46,643,352 | 266,118 | 0.57% | 4,180,177,206 | Jun 30, 2024 |
INVESCO LTD. | 0.77% | 0.04% | 2,257,536 | 247,043 | 12.29% | 202,320,375 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.21% | 0.02% | 614,846 | 239,561 | 63.83% | 55,102,499 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.72% | 0.28% | 2,102,156 | 239,214 | 12.84% | 188,395,206 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.08% | 0.00% | 233,251 | 233,251 | 100.00% | 2,303,000 | Jun 30, 2024 |
MORAN WEALTH MANAGEMENT, LLC | 0.08% | 0.66% | 224,603 | 224,603 | 100.00% | 20,128,921 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
UBS ASSET MANAGEMENT AMERICAS INC | 0.17% | 0.01% | 497,729 | -1,044,438 | -67.73% | 44,606,473 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.03% | 0.00% | 78,037 | -880,480 | -91.86% | 6,993,676 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -833,604 | -100.00% | - | Jun 30, 2024 |
AMUNDI | 0.77% | 0.08% | 2,250,829 | -726,505 | -24.40% | 206,581,085 | Jun 30, 2024 |
COHEN & STEERS, INC. | 7.87% | 4.33% | 23,051,016 | -604,022 | -2.55% | 2,065,761,000 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.93% | 0.28% | 2,712,745 | -375,888 | -12.17% | 243,089,418 | Jun 30, 2024 |
UBS GROUP AG | 0.22% | 0.01% | 648,092 | -352,805 | -35.25% | 58,082,006 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.73% | 0.02% | 2,122,812 | -332,264 | -13.53% | 190,246,485 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.07% | 0.05% | 201,900 | -329,100 | -61.98% | 18,094,278 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.02% | 0.02% | 46,071 | -310,679 | -87.09% | 4,109,994 | Jun 30, 2024 |
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.03% | 0.01% | 75,415 | -224,970 | -74.89% | 6,758,693 | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -183,185 | -100.00% | - | Jun 30, 2024 |
POLAR ASSET MANAGEMENT PARTNERS INC. | 0.03% | 0.16% | 85,500 | -179,100 | -67.69% | 7,662,510 | Jun 30, 2024 |
HEITMAN REAL ESTATE SECURITIES LLC | 0.26% | 4.34% | 765,561 | -173,772 | -18.50% | 68,609,577 | Jun 30, 2024 |
CROSSMARK GLOBAL HOLDINGS, INC. | 0.02% | 0.11% | 66,360 | -173,529 | -72.34% | 5,947,000 | Jun 30, 2024 |
CANADA PENSION PLAN INVESTMENT BOARD | 0.25% | 0.06% | 731,515 | -165,475 | -18.45% | 65,558,374 | Jun 30, 2024 |
CANDRIAM S.C.A. | 0.01% | 0.01% | 26,080 | -162,368 | -86.16% | 2,337,181 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 2,124 | -156,126 | -98.66% | 190,000 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.09% | 0.02% | 249,420 | -147,616 | -37.18% | 22,353,020 | Jun 30, 2024 |
EPOCH INVESTMENT PARTNERS, INC. | 0.54% | 0.65% | 1,579,482 | -106,736 | -6.33% | 141,553,176 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.11% | 0.04% | 3,238,615 | 3,238,615 | 100.00% | 290,244,676 | Jun 30, 2024 |
APG ASSET MANAGEMENT US INC. | 0.14% | 0.21% | 400,000 | 400,000 | 100.00% | 35,876,000 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.08% | 0.00% | 233,251 | 233,251 | 100.00% | 2,303,000 | Jun 30, 2024 |
MORAN WEALTH MANAGEMENT, LLC | 0.08% | 0.66% | 224,603 | 224,603 | 100.00% | 20,128,921 | Jun 30, 2024 |
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC. | 0.05% | 0.58% | 145,600 | 145,600 | 100.00% | 13,133,848 | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | 0.05% | 0.19% | 136,200 | 136,200 | 100.00% | 12,206,244 | Jun 30, 2024 |
VARMA MUTUAL PENSION INSURANCE CO | 0.04% | 0.08% | 117,238 | 117,238 | 100.00% | 10,506,869 | Jun 30, 2024 |
MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 0.03% | 1.91% | 87,373 | 87,373 | 100.00% | 7,830,368 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.04% | 78,164 | 78,164 | 100.00% | 7,005,058 | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | 0.02% | 0.01% | 44,887 | 44,887 | 100.00% | 4,023,000 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.04% | 38,184 | 38,184 | 100.00% | 3,422,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.01% | 0.00% | 32,600 | 32,600 | 100.00% | 2,921,612 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.01% | 30,115 | 30,115 | 100.00% | 2,698,906 | Jun 30, 2024 |
LEE DANNER & BASS INC | 0.01% | 0.17% | 24,425 | 24,425 | 100.00% | 2,189,000 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.04% | 22,603 | 22,603 | 100.00% | 2,025,681 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.01% | 0.07% | 21,260 | 21,260 | 100.00% | 1,921,854 | Jun 30, 2024 |
DAI-ICHI LIFE INSURANCE COMPANY, LTD | 0.01% | 0.04% | 18,314 | 18,314 | 100.00% | 1,641,301 | Jun 30, 2024 |
LMR PARTNERS LLP | 0.01% | 0.01% | 16,127 | 16,127 | 100.00% | 1,445,302 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.01% | 0.00% | 15,800 | 15,800 | 100.00% | 1,415,996 | Jun 30, 2024 |
CHOREO, LLC | 0.01% | 0.02% | 15,134 | 15,134 | 100.00% | 1,357,335 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.01% | 0.22% | 14,866 | 14,866 | 100.00% | 1,332,330 | Jun 30, 2024 |
PERPETUAL LTD | 0.00% | 0.01% | 12,980 | 12,980 | 100.00% | 1,163,268 | Jun 30, 2024 |
KESSLER INVESTMENT GROUP, LLC | 0.00% | 0.60% | 12,330 | 12,330 | 100.00% | 1,105,015 | Jun 30, 2024 |
M HOLDINGS SECURITIES, INC. | 0.00% | 0.14% | 12,162 | 12,162 | 100.00% | 1,090,000 | Jun 30, 2024 |
DELTA CAPITAL MANAGEMENT LLC | 0.00% | 0.64% | 11,810 | 11,810 | 100.00% | 1,058,000 | Jun 30, 2024 |
AXXCESS WEALTH MANAGEMENT, LLC | 0.00% | 0.03% | 11,639 | 11,639 | 100.00% | 1,043,088 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.00% | 0.18% | 11,100 | 11,100 | 100.00% | 994,782 | Jun 30, 2024 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.02% | 10,995 | 10,995 | 100.00% | 985,372 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.00% | 0.01% | 10,119 | 10,119 | 100.00% | 906,865 | Jun 30, 2024 |
MGO ONE SEVEN LLC | 0.00% | 0.04% | 9,763 | 9,763 | 100.00% | 874,942 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.10% | 5,415 | 5,415 | 100.00% | 485,292 | Jun 30, 2024 |
SECURE ASSET MANAGEMENT, LLC | 0.00% | 0.09% | 5,035 | 5,035 | 100.00% | 451,258 | Jun 30, 2024 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 0.00% | 0.00% | 4,367 | 4,367 | 100.00% | 391,371 | Jun 30, 2024 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 0.00% | 0.03% | 4,225 | 4,225 | 100.00% | 378,645 | Jun 30, 2024 |
TRUE VISION MN LLC | 0.00% | 0.24% | 4,061 | 4,061 | 100.00% | 366,586 | Jun 30, 2024 |
HARTFORD FUNDS MANAGEMENT CO LLC | 0.00% | 0.03% | 4,044 | 4,044 | 100.00% | 362,438 | Jun 30, 2024 |
ONEASCENT WEALTH MANAGEMENT LLC | 0.00% | 0.17% | 3,589 | 3,589 | 100.00% | 323,000 | Jun 30, 2024 |
CHICAGO PARTNERS INVESTMENT GROUP LLC | 0.00% | 0.01% | 3,287 | 3,287 | 100.00% | 332,961 | Jun 30, 2024 |
AMERICAN INVESTMENT SERVICES, INC. | 0.00% | 0.05% | 3,103 | 3,103 | 100.00% | 278,091 | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.05% | 3,072 | 3,072 | 100.00% | 275,313 | Jun 30, 2024 |
FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 2,980 | 2,980 | 100.00% | 267,068 | Jun 30, 2024 |
CHARTER OAK CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 2,915 | 2,915 | 100.00% | 261,243 | Jun 30, 2024 |
KEYSTONE FINANCIAL GROUP | 0.00% | 0.09% | 2,851 | 2,851 | 100.00% | 255,472 | Jun 30, 2024 |
KOVACK ADVISORS, INC. | 0.00% | 0.03% | 2,824 | 2,824 | 100.00% | 253,091 | Jun 30, 2024 |
ARKADIOS WEALTH ADVISORS | 0.00% | 0.02% | 2,654 | 2,654 | 100.00% | 237,851 | Jun 30, 2024 |
PREMIER PATH WEALTH PARTNERS, LLC | 0.00% | 0.04% | 2,609 | 2,609 | 100.00% | 233,819 | Jun 30, 2024 |
WEDMONT PRIVATE CAPITAL | 0.00% | 0.02% | 2,604 | 2,604 | 100.00% | 249,682 | Jun 30, 2024 |
1858 WEALTH MANAGEMENT, LLC | 0.00% | 0.19% | 2,532 | 2,532 | 100.00% | 226,918 | Jun 30, 2024 |
PROSPERA FINANCIAL SERVICES INC | 0.00% | 0.01% | 2,523 | 2,523 | 100.00% | 226,186 | Jun 30, 2024 |
FIELDER CAPITAL GROUP LLC | 0.00% | 0.08% | 2,422 | 2,422 | 100.00% | 217,086 | Jun 30, 2024 |
BRISTLECONE ADVISORS, LLC | 0.00% | 0.02% | 2,404 | 2,404 | 100.00% | 215,447 | Jun 30, 2024 |
GIRARD PARTNERS LTD. | 0.00% | 0.02% | 2,389 | 2,389 | 100.00% | 214,102 | Jun 30, 2024 |
MISSION WEALTH MANAGEMENT, LP | 0.00% | 0.01% | 2,371 | 2,371 | 100.00% | 212,490 | Jun 30, 2024 |
MAIN STREET FINANCIAL SOLUTIONS, LLC | 0.00% | 0.02% | 2,325 | 2,325 | 100.00% | 208,344 | Jun 30, 2024 |
BEDEL FINANCIAL CONSULTING, INC. | 0.00% | 0.03% | 2,307 | 2,307 | 100.00% | 206,743 | Jun 30, 2024 |
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC | 0.00% | 0.01% | 2,305 | 2,305 | 100.00% | 206,574 | Jun 30, 2024 |
GOOD LIFE ADVISORS, LLC | 0.00% | 0.02% | 2,294 | 2,294 | 100.00% | 205,597 | Jun 30, 2024 |
AUSDAL FINANCIAL PARTNERS, INC. | 0.00% | 0.02% | 2,288 | 2,288 | 100.00% | 205,008 | Jun 30, 2024 |
MOLONEY SECURITIES ASSET MANAGEMENT, LLC | 0.00% | 0.03% | 2,255 | 2,255 | 100.00% | 202,092 | Jun 30, 2024 |
FOSTER DYKEMA CABOT & PARTNERS, LLC | 0.00% | 0.02% | 2,249 | 2,249 | 100.00% | 201,555 | Jun 30, 2024 |
MAYFLOWER FINANCIAL ADVISORS, LLC | 0.00% | 0.03% | 2,234 | 2,234 | 100.00% | 200,211 | Jun 30, 2024 |
MAIA WEALTH LLC | 0.00% | 0.06% | 2,202 | 2,202 | 100.00% | 215,388 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 1,619 | 1,619 | 100.00% | 145,095 | Jun 30, 2024 |
ORG PARTNERS LLC | 0.00% | 0.02% | 1,609 | 1,609 | 100.00% | 144,443,000 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.08% | 1,245 | 1,245 | 100.00% | 111,577 | Jun 30, 2024 |
PITTENGER & ANDERSON INC | 0.00% | 0.00% | 1,125 | 1,125 | 100.00% | 100,823 | Jun 30, 2024 |
0.00% | 0.04% | 811 | 811 | 100.00% | 73,209 | Jun 30, 2024 | |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 0.00% | 0.02% | 785 | 785 | 100.00% | 70,352 | Jun 30, 2024 |
GLOBAL X JAPAN CO., LTD. | 0.00% | 0.01% | 701 | 701 | 100.00% | 62,824 | Jun 30, 2024 |
JONES FINANCIAL COMPANIES LLLP | 0.00% | 0.00% | 631 | 631 | 100.00% | 56,576 | Jun 30, 2024 |
FAMILY FIRM, INC. | 0.00% | 0.01% | 499 | 499 | 100.00% | 44,696 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.01% | 400 | 400 | 100.00% | 35,848 | Jun 30, 2024 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 0.00% | 0.00% | 355 | 355 | 100.00% | 35,493 | Jun 30, 2024 |
GODSEY & GIBB, INC | 0.00% | 0.00% | 325 | 325 | 100.00% | 29,127 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.02% | 284 | 284 | 100.00% | 25,452 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 236 | 236 | 100.00% | 21,151 | Jun 30, 2024 |
ELEQUIN SECURITIES, LLC | 0.00% | 0.01% | 211 | 211 | 100.00% | 18,910 | Jun 30, 2024 |
GREAT LAKES RETIREMENT, INC. | 0.00% | 0.00% | 162 | 162 | 100.00% | 14,624 | Jun 30, 2024 |
MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 155 | 155 | 100.00% | 13,891 | Jun 30, 2024 |
WETZEL INVESTMENT ADVISORS, INC. | - | 0.01% | 143 | 143 | 100.00% | 11,470 | Jun 30, 2024 |
GRADIENT INVESTMENTS LLC | - | 0.00% | 131 | 131 | 100.00% | 11,740 | Jun 30, 2024 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | - | 0.01% | 123 | 123 | 100.00% | 11,023 | Jun 30, 2024 |
MFA WEALTH ADVISORS, LLC | - | 0.00% | 100 | 100 | 100.00% | 8,962 | Jun 30, 2024 |
ANFIELD CAPITAL MANAGEMENT, LLC | - | 0.00% | 88 | 88 | 100.00% | 7,887 | Jun 30, 2024 |
TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 25 | 25 | 100.00% | 2,241 | Jun 30, 2024 |
UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 18 | 18 | 100.00% | 1,444 | Jun 30, 2024 |
CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 16 | 16 | 100.00% | 1,670 | Jun 30, 2024 |
STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 15 | 15 | 100.00% | 1,000 | Jun 30, 2024 |
RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 11 | 11 | 100.00% | 986 | Jun 30, 2024 |
VISIONPOINT ADVISORY GROUP, LLC | - | 0.00% | 10 | 10 | 100.00% | 896 | Jun 30, 2024 |
ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 4 | 4 | 100.00% | 358 | Jun 30, 2024 |
- | 0.00% | 4 | 4 | 100.00% | 358 | Jun 30, 2024 | |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | 2 | 2 | 100.00% | 179 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -833,604 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -183,185 | -100.00% | - | Jun 30, 2024 |
MASON & ASSOCIATES, LLC | - | - | - | -95,114 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -78,997 | -100.00% | - | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -70,388 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -60,791 | -100.00% | - | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -45,856 | -100.00% | - | Jun 30, 2024 |
CENTIVA CAPITAL, LP | - | - | - | -35,604 | -100.00% | - | Jun 30, 2024 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
DOUBLELINE ETF ADVISER LP | - | - | - | -22,428 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -20,792 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -16,961 | -100.00% | - | Jun 30, 2024 |
CHILDRESS CAPITAL ADVISORS, LLC | - | - | - | -13,020 | -100.00% | - | Jun 30, 2024 |
TOMPKINS FINANCIAL CORP | - | - | - | -12,000 | -100.00% | - | Jun 30, 2024 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | - | - | - | -10,700 | -100.00% | - | Jun 30, 2024 |
SAVOIE CAPITAL LLC | - | - | - | -10,545 | -100.00% | - | Jun 30, 2024 |
HARTLINE INVESTMENT CORP/ | - | - | - | -9,544 | -100.00% | - | Jun 30, 2024 |
NORDEN GROUP LLC | - | - | - | -8,190 | -100.00% | - | Jun 30, 2024 |
ACCUVEST GLOBAL ADVISORS | - | - | - | -6,473 | -100.00% | - | Jun 30, 2024 |
CADENCE BANK | - | - | - | -5,318 | -100.00% | - | Jun 30, 2024 |
CHOATE INVESTMENT ADVISORS | - | - | - | -5,107 | -100.00% | - | Jun 30, 2024 |
PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -5,030 | -100.00% | - | Jun 30, 2024 |
ADVISORS PREFERRED, LLC | - | - | - | -4,951 | -100.00% | - | Jun 30, 2024 |
JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -4,617 | -100.00% | - | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -4,210 | -100.00% | - | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -4,200 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -3,892 | -100.00% | - | Jun 30, 2024 |
GTS SECURITIES LLC | - | - | - | -3,421 | -100.00% | - | Jun 30, 2024 |
BTC CAPITAL MANAGEMENT, INC. | - | - | - | -3,403 | -100.00% | - | Jun 30, 2024 |
MAVERICK CAPITAL LTD | - | - | - | -3,363 | -100.00% | - | Jun 30, 2024 |
CREATIVEONE WEALTH, LLC | - | - | - | -3,117 | -100.00% | - | Jun 30, 2024 |
OAK THISTLE LLC | - | - | - | -3,039 | -100.00% | - | Jun 30, 2024 |
DOUGLAS LANE & ASSOCIATES, LLC | - | - | - | -2,944 | -100.00% | - | Jun 30, 2024 |
MISSION CREEK CAPITAL PARTNERS, INC. | - | - | - | -2,914 | -100.00% | - | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -2,864 | -100.00% | - | Jun 30, 2024 |
XML FINANCIAL, LLC | - | - | - | -2,791 | -100.00% | - | Jun 30, 2024 |
BRADLEY FOSTER & SARGENT INC/CT | - | - | - | -2,751 | -100.00% | - | Jun 30, 2024 |
HBK SORCE ADVISORY LLC | - | - | - | -2,702 | -100.00% | - | Jun 30, 2024 |
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | - | - | - | -2,581 | -100.00% | - | Jun 30, 2024 |
CARDIFF PARK ADVISORS, LLC | - | - | - | -2,578 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,407 | -100.00% | - | Jun 30, 2024 |
CAAS CAPITAL MANAGEMENT LP | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
FIRST MANHATTAN CO. LLC. | - | - | - | -1,995 | -100.00% | - | Jun 30, 2024 |
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | - | - | - | -1,857 | -100.00% | - | Jun 30, 2024 |
TOBAM | - | - | - | -1,774 | -100.00% | - | Jun 30, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -471 | -100.00% | - | Jun 30, 2024 |
WALLEYE CAPITAL LLC | - | - | - | -356 | -100.00% | - | Jun 30, 2024 |
CENTRAL PACIFIC BANK - TRUST DIVISION | - | - | - | -292 | -100.00% | - | Jun 30, 2024 |
FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -290 | -100.00% | - | Jun 30, 2024 |
CLEAR STREET MARKETS LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
PIN OAK INVESTMENT ADVISORS INC | - | - | - | -174 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -164 | -100.00% | - | Jun 30, 2024 |
OPTIVER HOLDING B.V. | - | - | - | -152 | -100.00% | - | Jun 30, 2024 |
MOORS & CABOT, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
MCILRATH & ECK, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -98 | -100.00% | - | Jun 30, 2024 |
CORE WEALTH ADVISORS, INC. | - | - | - | -43 | -100.00% | - | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
QUEST PARTNERS LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Iron Mountain Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
PARNASSUS FUNDS | 30.31% | 45,446,369 | - | - | Mar 31, 2024 |
PARNASSUS INCOME FUNDS | 28.81% | 166,516,637 | - | - | Mar 31, 2024 |
HSBC FUNDS | 10.16% | 328,000 | - | - | Jan 31, 2024 |
VICTORY VARIABLE INSURANCE FUNDS | 2.95% | 1,512,000 | - | - | Mar 31, 2024 |
HSBC FUNDS | 2.42% | 78,000 | - | - | Jan 31, 2024 |
COHEN & STEERS REALTY SHARES INC | 2.36% | 3,097,825 | 2,093,383 | 208.41% | Dec 31, 2023 |
COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 2.22% | 4,103,562 | 3,013,793 | 276.55% | Dec 31, 2023 |
DELAWARE GROUP EQUITY FUNDS IV | 2.05% | 2,387,000 | - | - | Mar 28, 2024 |
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 1.78% | 3,561,127 | 2,454,312 | 221.75% | Dec 31, 2023 |
Virtus Artificial Intelligence & Technology Opportunities Fund | 1.77% | 7,000,000 | - | - | Jan 31, 2024 |
NICHOLAS HIGH INCOME FUND, INC. | 1.65% | 1,500,000 | - | - | Jun 30, 2020 |
Eaton Vance Floating-Rate Income Plus Fund | 1.48% | 195,000 | - | - | May 31, 2021 |
Delaware Ivy High Income Opportunities Fund | 1.42% | 3,255,000 | - | - | Dec 30, 2022 |
KAVILCO INC/WA/ | 1.32% | 9,600 | 9,600 | - | Mar 31, 2021 |
Pacific Global ETF Trust | 1.23% | 400,000 | - | - | Sep 30, 2021 |
ANCORA TRUST | 1.18% | 250,000 | - | - | Mar 31, 2024 |
Procure ETF Trust I | 1.13% | 395 | -229 | -36.70% | Jan 31, 2022 |
PIONEER REAL ESTATE SHARES | 1.08% | 41,357 | 2,133 | 5.44% | Mar 31, 2023 |
AQUILA FUNDS TRUST | 1.06% | 1,000,000 | - | - | Mar 28, 2024 |
AMG Funds II | 1.00% | 446,000 | - | - | Mar 28, 2024 |
ADVENT CONVERTIBLE & INCOME FUND | 0.94% | 3,218,000 | - | - | Jan 31, 2024 |
Guggenheim Credit Allocation Fund | 0.80% | 1,500,000 | - | - | Aug 31, 2021 |
ADVENT CONVERTIBLE & INCOME FUND | 0.77% | 2,644,000 | - | - | Jan 31, 2024 |
Emles Trust | 0.76% | 84,000 | - | - | Sep 30, 2022 |
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.76% | 200,000 | -105,000 | -34.43% | Feb 28, 2023 |
AMG FUNDS III | 0.74% | 3,850,000 | - | - | Mar 28, 2024 |
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.74% | 60,713 | -16,044 | -20.90% | Jan 31, 2024 |
Manager Directed Portfolios | 0.72% | 118,344 | - | - | Jan 31, 2024 |
Natixis ETF Trust | 0.71% | 145,000 | - | - | Mar 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.71% | 8,019 | -1,337 | -14.29% | Mar 31, 2023 |
PARNASSUS INCOME FUNDS | 0.69% | 4,000,000 | - | - | Mar 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.64% | 39,200 | - | - | Feb 29, 2024 |
Emles Trust | 0.63% | 70,000 | - | - | Sep 30, 2022 |
Emles Trust | 0.56% | 62,000 | - | - | Sep 30, 2022 |
Insight Select Income Fund | 0.56% | 1,078,000 | - | - | Mar 28, 2024 |
Delaware Enhanced Global Dividend & Income Fund | 0.54% | 200,000 | -365,000 | -64.60% | Feb 28, 2023 |
DELAWARE VIP TRUST | 0.53% | 1,919,579 | - | - | Mar 28, 2024 |
John Hancock Hedged Equity & Income Fund | 0.49% | 75,000 | - | - | Mar 31, 2024 |
PIONEER MID CAP VALUE FUND | 0.49% | 85,712 | - | - | Jan 31, 2024 |
Thornburg Income Builder Opportunities Trust | 0.47% | 3,000,000 | - | - | Mar 31, 2024 |
Invesco High Income Trust II | 0.46% | 524,000 | - | - | Feb 29, 2024 |
BNY MELLON HIGH YIELD STRATEGIES FUND | 0.46% | 1,240,000 | 1,240,000 | - | Mar 31, 2024 |
SPIRIT OF AMERICA INVESTMENT FUND INC | 0.46% | 25,900 | - | - | Feb 29, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.44% | 300,000 | - | - | Jan 31, 2024 |
ALLSPRING INCOME OPPORTUNITIES FUND | 0.44% | 2,870,000 | - | - | Jan 31, 2024 |
SCM Trust | 0.42% | 1,250,000 | - | - | Dec 31, 2023 |
SCM Trust | 0.42% | 1,250,000 | - | - | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 0.39% | 201,703 | - | - | Mar 31, 2024 |
DELAWARE VIP TRUST | 0.38% | 1,375,000 | - | - | Mar 28, 2024 |
Nuveen Real Asset Income & Growth Fund | 0.38% | 987,405 | - | - | Mar 31, 2024 |
DELAWARE POOLED TRUST | 0.37% | 395,000 | - | - | Jan 31, 2024 |
PARNASSUS INCOME FUNDS | 0.37% | 2,132,875 | - | - | Mar 31, 2024 |
ALLSPRING UTILITIES & HIGH INCOME FUND | 0.36% | 185,000 | - | - | Feb 29, 2024 |
COHEN & STEERS GLOBAL REALTY SHARES, INC | 0.35% | 414,209 | 414,209 | - | Dec 31, 2023 |
RBB Fund Trust | 0.35% | 340,000 | - | - | Feb 29, 2024 |
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 0.34% | 6,500,000 | - | - | Feb 29, 2024 |
AMG Funds IV | 0.34% | 1,040,000 | - | - | Jan 31, 2024 |
Ares Dynamic Credit Allocation Fund, Inc. | 0.34% | 2,000,000 | - | - | Mar 31, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.34% | 230,000 | - | - | Jan 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Income Fund | 0.34% | 10,704 | -3,428 | -24.26% | Mar 31, 2024 |
ALLSPRING INCOME OPPORTUNITIES FUND | 0.33% | 2,175,000 | - | - | Jan 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.33% | 38,019 | - | - | Mar 31, 2024 |
Nuveen Real Asset Income & Growth Fund | 0.32% | 850,000 | - | - | Mar 31, 2024 |
RBB Fund Trust | 0.32% | 315,000 | - | - | Feb 29, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.32% | 374,045 | - | - | Mar 28, 2024 |
Invesco High Income Trust II | 0.31% | 357,000 | - | - | Feb 29, 2024 |
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.31% | 380,000 | - | - | Aug 31, 2023 |
Blackstone Senior Floating Rate Term Fund | 0.31% | 902,000 | - | - | Mar 31, 2024 |
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 0.30% | 450,000 | - | - | Mar 31, 2024 |
DELAWARE GROUP GOVERNMENT FUND | 0.30% | 1,295,000 | - | - | Jan 31, 2024 |
JANUS ASPEN SERIES | 0.29% | 12,762,000 | - | - | Dec 31, 2023 |
DEUTSCHE DWS VARIABLE SERIES I | 0.29% | 105,000 | - | - | Mar 31, 2024 |
Virtus Global Multi-Sector Income Fund | 0.29% | 450,000 | - | - | Feb 29, 2024 |
ABERDEEN INVESTMENT FUNDS | 0.28% | 420,000 | - | - | Oct 31, 2021 |
JOHN HANCOCK INVESTORS TRUST | 0.28% | 815,000 | - | - | Jan 31, 2024 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.27% | 222,000 | - | - | Mar 31, 2024 |
BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.27% | 1,949,000 | - | - | Feb 29, 2024 |
PROFESSIONALLY MANAGED PORTFOLIOS | 0.27% | 20,000,000 | - | - | Feb 29, 2024 |
BRANDES INVESTMENT TRUST | 0.26% | 3,627,228 | - | - | Mar 28, 2024 |
Guggenheim Active Allocation Fund | 0.26% | 1,600,000 | - | - | Feb 29, 2024 |
PARNASSUS INCOME FUNDS | 0.26% | 1,500,000 | - | - | Mar 31, 2024 |
PARNASSUS INCOME FUNDS | 0.26% | 1,500,000 | - | - | Mar 31, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.26% | 5,901 | - | - | Dec 29, 2023 |
MFS INTERMEDIATE HIGH INCOME FUND | 0.25% | 130,000 | - | - | Feb 29, 2024 |
Pioneer Floating Rate Fund, Inc. | 0.25% | 496,212 | - | - | Feb 29, 2024 |
Voya Global Advantage & Premium Opportunity Fund | 0.24% | 15,157 | - | - | Feb 29, 2024 |
ALLSPRING UTILITIES & HIGH INCOME FUND | 0.24% | 125,000 | - | - | Feb 29, 2024 |
DELAWARE POOLED TRUST | 0.23% | 241,000 | - | - | Jan 31, 2024 |
BNY MELLON HIGH YIELD STRATEGIES FUND | 0.23% | 610,000 | - | - | Mar 31, 2024 |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.22% | 45,634 | - | - | Feb 29, 2024 |
Franklin High Income Trust | 0.22% | 6,400,000 | - | - | Mar 31, 2024 |
COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.22% | 97,503 | 32,139 | 49.17% | Dec 31, 2023 |
Virtus Investment Trust | 0.22% | 7,535,000 | - | - | Mar 28, 2024 |
Global Beta ETF Trust | 0.22% | 605 | 317 | 110.07% | May 31, 2022 |
VANGUARD SPECIALIZED FUNDS | 0.21% | 11,787,214 | -236,822 | -1.97% | Jan 31, 2024 |
Guggenheim Credit Allocation Fund | 0.20% | 375,000 | - | - | Aug 31, 2021 |
MFS SPECIAL VALUE TRUST | 0.20% | 40,000 | - | - | Jan 31, 2024 |
Pioneer Series Trust VI | 0.20% | 1,055,301 | - | - | Jan 31, 2024 |
Virtus Total Return Fund Inc. | 0.20% | 385,000 | - | - | Feb 29, 2024 |
DEUTSCHE DWS PORTFOLIO TRUST | 0.20% | 915,000 | - | - | Jan 31, 2024 |
Iron Mountain Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 571 | -40.27% |
31 Mar, 24 | 956 | 5.52% |
31 Dec, 23 | 906 | 7.47% |
30 Sep, 23 | 843 | 1.08% |
30 Jun, 23 | 834 | 3.99% |
31 Mar, 23 | 802 | -0.12% |
31 Dec, 22 | 803 | 5.66% |
30 Sep, 22 | 760 | -2.94% |
30 Jun, 22 | 783 | -1.39% |
31 Mar, 22 | 794 | 2.45% |
31 Dec, 21 | 775 | 6.02% |
30 Sep, 21 | 731 | 3.10% |
30 Jun, 21 | 709 | 9.24% |
31 Mar, 21 | 649 | 2.04% |
31 Dec, 20 | 636 | 3.75% |
30 Sep, 20 | 613 | 3.90% |
30 Jun, 20 | 590 | 4.98% |
31 Mar, 20 | 562 | -6.95% |
31 Dec, 19 | 604 | 9.03% |
30 Sep, 19 | 554 | - |
30 Jun, 19 | 554 | -0.72% |
31 Mar, 19 | 558 | 11.38% |
31 Dec, 18 | 501 | -4.39% |
30 Sep, 18 | 524 | 4.80% |
30 Jun, 18 | 500 | 1.83% |
31 Mar, 18 | 491 | -0.41% |
31 Dec, 17 | 493 | 16.27% |
30 Sep, 17 | 424 | 4.95% |
30 Jun, 17 | 404 | 3.32% |
31 Mar, 17 | 391 | -0.76% |
31 Dec, 16 | 394 | -1.01% |
30 Sep, 16 | 398 | -1.00% |
30 Jun, 16 | 402 | 11.98% |
31 Mar, 16 | 359 | 2.87% |
31 Dec, 15 | 349 | 5.12% |
30 Sep, 15 | 332 | -6.48% |
30 Jun, 15 | 355 | 2.90% |
31 Mar, 15 | 345 | 978.13% |
31 Dec, 14 | 32 | 3100.00% |
30 Sep, 14 | 1 | - |
31 Mar, 14 | 2 | 100.00% |
31 Dec, 13 | 1 | - |
30 Sep, 11 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 50,226,422 | -78.53% |
31 Mar, 24 | 233,964,849 | 0.32% |
31 Dec, 23 | 233,212,978 | 3.17% |
30 Sep, 23 | 226,047,140 | 0.89% |
30 Jun, 23 | 224,042,538 | -0.35% |
31 Mar, 23 | 224,821,676 | -1.45% |
31 Dec, 22 | 228,136,050 | 1.02% |
30 Sep, 22 | 225,824,516 | 1.04% |
30 Jun, 22 | 223,499,313 | -0.08% |
31 Mar, 22 | 223,686,095 | -1.48% |
31 Dec, 21 | 227,055,879 | -0.46% |
30 Sep, 21 | 228,104,238 | 0.25% |
30 Jun, 21 | 227,535,204 | 0.54% |
31 Mar, 21 | 226,315,461 | -2.09% |
31 Dec, 20 | 231,143,913 | -4.35% |
30 Sep, 20 | 241,667,133 | -1.54% |
30 Jun, 20 | 245,458,670 | -0.45% |
31 Mar, 20 | 246,566,941 | 2.19% |
31 Dec, 19 | 241,281,300 | -0.16% |
30 Sep, 19 | 241,668,210 | -3.13% |
30 Jun, 19 | 249,466,408 | -2.12% |
31 Mar, 19 | 254,881,270 | -0.54% |
31 Dec, 18 | 256,259,907 | 0.63% |
30 Sep, 18 | 254,654,161 | 1.96% |
30 Jun, 18 | 249,765,057 | -0.55% |
31 Mar, 18 | 251,144,922 | -1.04% |
31 Dec, 17 | 253,787,195 | 6.95% |
30 Sep, 17 | 237,295,787 | 2.49% |
30 Jun, 17 | 231,524,682 | 1.42% |
31 Mar, 17 | 228,279,119 | 4.75% |
31 Dec, 16 | 217,933,745 | 0.84% |
30 Sep, 16 | 216,123,821 | 0.91% |
30 Jun, 16 | 214,181,175 | 5.06% |
31 Mar, 16 | 203,857,092 | 0.27% |
31 Dec, 15 | 203,305,638 | -0.90% |
30 Sep, 15 | 205,155,164 | 1.48% |
30 Jun, 15 | 202,154,454 | 2.93% |
31 Mar, 15 | 196,393,660 | 189.36% |
31 Dec, 14 | 67,872,024 | 2019.20% |
30 Sep, 14 | 3,202,724 | - |
31 Mar, 14 | 121,496 | 20.57% |
31 Dec, 13 | 100,769 | - |
30 Sep, 11 | 12,728 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 17.16% | 0.27% |
31 Mar, 24 | 79.92% | 1.25% |
31 Dec, 23 | 79.89% | 1.33% |
30 Sep, 23 | 77.37% | 1.31% |
30 Jun, 23 | 76.77% | 1.29% |
31 Mar, 23 | 77.14% | 1.25% |
31 Dec, 22 | 78.45% | 1.30% |
30 Sep, 22 | 77.62% | 1.31% |
30 Jun, 22 | 76.87% | 1.29% |
31 Mar, 22 | 77.05% | 1.26% |
31 Dec, 21 | 78.28% | 1.26% |
30 Sep, 21 | 78.72% | 1.27% |
30 Jun, 21 | 78.66% | 1.28% |
31 Mar, 21 | 78.38% | 1.22% |
31 Dec, 20 | 80.14% | 1.14% |
30 Sep, 20 | 83.79% | 1.15% |
30 Jun, 20 | 85.21% | 1.16% |
31 Mar, 20 | 85.66% | 1.21% |
31 Dec, 19 | 83.99% | 1.19% |
30 Sep, 19 | 84.16% | 1.11% |
30 Jun, 19 | 86.94% | 1.10% |
31 Mar, 19 | 88.96% | 1.11% |
31 Dec, 18 | 89.63% | 1.13% |
30 Sep, 18 | 88.99% | 1.17% |
30 Jun, 18 | 87.34% | 1.13% |
31 Mar, 18 | 88.04% | 1.06% |
31 Dec, 17 | 91.24% | 1.14% |
30 Sep, 17 | 89.48% | 1.17% |
30 Jun, 17 | 87.63% | 1.17% |
31 Mar, 17 | 86.52% | 1.10% |
31 Dec, 16 | 88.53% | 1.31% |
30 Sep, 16 | 82.09% | 1.09% |
30 Jun, 16 | 86.93% | 0.94% |
31 Mar, 16 | 96.37% | 1.04% |
31 Dec, 15 | 96.26% | 1.02% |
30 Sep, 15 | 97.27% | 1.06% |
30 Jun, 15 | 95.94% | 1.10% |
31 Mar, 15 | 93.42% | 8.40% |
31 Dec, 14 | 33.35% | 1215.70% |
30 Sep, 14 | 1.66% | - |
31 Mar, 14 | 0.06% | 2272.92% |
31 Dec, 13 | 0.05% | - |
30 Sep, 11 | 0.01% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 235 | -45.60% |
31 Mar, 24 | 432 | 5.62% |
31 Dec, 23 | 409 | 9.07% |
30 Sep, 23 | 375 | 0.54% |
30 Jun, 23 | 373 | -0.53% |
31 Mar, 23 | 375 | -3.85% |
31 Dec, 22 | 390 | 12.07% |
30 Sep, 22 | 348 | -8.90% |
30 Jun, 22 | 382 | -1.55% |
31 Mar, 22 | 388 | -1.02% |
31 Dec, 21 | 392 | 14.62% |
30 Sep, 21 | 342 | -6.30% |
30 Jun, 21 | 365 | 10.61% |
31 Mar, 21 | 330 | -4.07% |
31 Dec, 20 | 344 | 10.61% |
30 Sep, 20 | 311 | 6.51% |
30 Jun, 20 | 292 | 5.04% |
31 Mar, 20 | 278 | -16.52% |
31 Dec, 19 | 333 | 17.67% |
30 Sep, 19 | 283 | -2.08% |
30 Jun, 19 | 289 | -3.34% |
31 Mar, 19 | 299 | 30.00% |
31 Dec, 18 | 230 | -7.26% |
30 Sep, 18 | 248 | 11.71% |
30 Jun, 18 | 222 | -11.20% |
31 Mar, 18 | 250 | -13.79% |
31 Dec, 17 | 290 | 26.64% |
30 Sep, 17 | 229 | 13.93% |
30 Jun, 17 | 201 | 9.24% |
31 Mar, 17 | 184 | -9.80% |
31 Dec, 16 | 204 | 3.55% |
30 Sep, 16 | 197 | -26.49% |
30 Jun, 16 | 268 | 61.45% |
31 Mar, 16 | 166 | -5.68% |
31 Dec, 15 | 176 | 17.33% |
30 Sep, 15 | 150 | -6.83% |
30 Jun, 15 | 161 | -49.05% |
31 Mar, 15 | 316 | 919.35% |
31 Dec, 14 | 31 | 3000.00% |
30 Sep, 14 | 1 | - |
31 Mar, 14 | 2 | 100.00% |
31 Dec, 13 | 1 | - |
30 Sep, 11 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 213 | -35.26% |
31 Mar, 24 | 329 | -4.64% |
31 Dec, 23 | 345 | 12.01% |
30 Sep, 23 | 308 | 8.83% |
30 Jun, 23 | 283 | 10.12% |
31 Mar, 23 | 257 | 2.39% |
31 Dec, 22 | 251 | -1.18% |
30 Sep, 22 | 254 | 0.79% |
30 Jun, 22 | 252 | -5.26% |
31 Mar, 22 | 266 | 12.24% |
31 Dec, 21 | 237 | -4.82% |
30 Sep, 21 | 249 | 15.28% |
30 Jun, 21 | 216 | 0.47% |
31 Mar, 21 | 215 | 17.49% |
31 Dec, 20 | 183 | -6.15% |
30 Sep, 20 | 195 | 3.72% |
30 Jun, 20 | 188 | 7.43% |
31 Mar, 20 | 175 | 8.02% |
31 Dec, 19 | 162 | 8.00% |
30 Sep, 19 | 150 | -4.46% |
30 Jun, 19 | 157 | 5.37% |
31 Mar, 19 | 149 | -8.02% |
31 Dec, 18 | 162 | 1.89% |
30 Sep, 18 | 159 | -1.85% |
30 Jun, 18 | 162 | 6.58% |
31 Mar, 18 | 152 | 36.94% |
31 Dec, 17 | 111 | -1.77% |
30 Sep, 17 | 113 | -3.42% |
30 Jun, 17 | 117 | -4.88% |
31 Mar, 17 | 123 | 1.65% |
31 Dec, 16 | 121 | 1.68% |
30 Sep, 16 | 119 | 83.08% |
30 Jun, 16 | 65 | -49.61% |
31 Mar, 16 | 129 | 19.44% |
31 Dec, 15 | 108 | -6.90% |
30 Sep, 15 | 116 | -13.43% |
30 Jun, 15 | 134 | 930.77% |
31 Mar, 15 | 13 | - |
31 Dec, 14 | - | - |
30 Sep, 14 | - | - |
31 Mar, 14 | - | - |
31 Dec, 13 | - | - |
30 Sep, 11 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 571 | -40.27% | 50,226,422 | -78.53% | 17.16% | 0.27% | 235 | -45.60% | 213 | -35.26% |
31 Mar, 24 | 956 | 5.52% | 233,964,849 | 0.32% | 79.92% | 1.25% | 432 | 5.62% | 329 | -4.64% |
31 Dec, 23 | 906 | 7.47% | 233,212,978 | 3.17% | 79.89% | 1.33% | 409 | 9.07% | 345 | 12.01% |
30 Sep, 23 | 843 | 1.08% | 226,047,140 | 0.89% | 77.37% | 1.31% | 375 | 0.54% | 308 | 8.83% |
30 Jun, 23 | 834 | 3.99% | 224,042,538 | -0.35% | 76.77% | 1.29% | 373 | -0.53% | 283 | 10.12% |
31 Mar, 23 | 802 | -0.12% | 224,821,676 | -1.45% | 77.14% | 1.25% | 375 | -3.85% | 257 | 2.39% |
31 Dec, 22 | 803 | 5.66% | 228,136,050 | 1.02% | 78.45% | 1.30% | 390 | 12.07% | 251 | -1.18% |
30 Sep, 22 | 760 | -2.94% | 225,824,516 | 1.04% | 77.62% | 1.31% | 348 | -8.90% | 254 | 0.79% |
30 Jun, 22 | 783 | -1.39% | 223,499,313 | -0.08% | 76.87% | 1.29% | 382 | -1.55% | 252 | -5.26% |
31 Mar, 22 | 794 | 2.45% | 223,686,095 | -1.48% | 77.05% | 1.26% | 388 | -1.02% | 266 | 12.24% |
31 Dec, 21 | 775 | 6.02% | 227,055,879 | -0.46% | 78.28% | 1.26% | 392 | 14.62% | 237 | -4.82% |
30 Sep, 21 | 731 | 3.10% | 228,104,238 | 0.25% | 78.72% | 1.27% | 342 | -6.30% | 249 | 15.28% |
30 Jun, 21 | 709 | 9.24% | 227,535,204 | 0.54% | 78.66% | 1.28% | 365 | 10.61% | 216 | 0.47% |
31 Mar, 21 | 649 | 2.04% | 226,315,461 | -2.09% | 78.38% | 1.22% | 330 | -4.07% | 215 | 17.49% |
31 Dec, 20 | 636 | 3.75% | 231,143,913 | -4.35% | 80.14% | 1.14% | 344 | 10.61% | 183 | -6.15% |
30 Sep, 20 | 613 | 3.90% | 241,667,133 | -1.54% | 83.79% | 1.15% | 311 | 6.51% | 195 | 3.72% |
30 Jun, 20 | 590 | 4.98% | 245,458,670 | -0.45% | 85.21% | 1.16% | 292 | 5.04% | 188 | 7.43% |
31 Mar, 20 | 562 | -6.95% | 246,566,941 | 2.19% | 85.66% | 1.21% | 278 | -16.52% | 175 | 8.02% |
31 Dec, 19 | 604 | 9.03% | 241,281,300 | -0.16% | 83.99% | 1.19% | 333 | 17.67% | 162 | 8.00% |
30 Sep, 19 | 554 | - | 241,668,210 | -3.13% | 84.16% | 1.11% | 283 | -2.08% | 150 | -4.46% |
30 Jun, 19 | 554 | -0.72% | 249,466,408 | -2.12% | 86.94% | 1.10% | 289 | -3.34% | 157 | 5.37% |
31 Mar, 19 | 558 | 11.38% | 254,881,270 | -0.54% | 88.96% | 1.11% | 299 | 30.00% | 149 | -8.02% |
31 Dec, 18 | 501 | -4.39% | 256,259,907 | 0.63% | 89.63% | 1.13% | 230 | -7.26% | 162 | 1.89% |
30 Sep, 18 | 524 | 4.80% | 254,654,161 | 1.96% | 88.99% | 1.17% | 248 | 11.71% | 159 | -1.85% |
30 Jun, 18 | 500 | 1.83% | 249,765,057 | -0.55% | 87.34% | 1.13% | 222 | -11.20% | 162 | 6.58% |
31 Mar, 18 | 491 | -0.41% | 251,144,922 | -1.04% | 88.04% | 1.06% | 250 | -13.79% | 152 | 36.94% |
31 Dec, 17 | 493 | 16.27% | 253,787,195 | 6.95% | 91.24% | 1.14% | 290 | 26.64% | 111 | -1.77% |
30 Sep, 17 | 424 | 4.95% | 237,295,787 | 2.49% | 89.48% | 1.17% | 229 | 13.93% | 113 | -3.42% |
30 Jun, 17 | 404 | 3.32% | 231,524,682 | 1.42% | 87.63% | 1.17% | 201 | 9.24% | 117 | -4.88% |
31 Mar, 17 | 391 | -0.76% | 228,279,119 | 4.75% | 86.52% | 1.10% | 184 | -9.80% | 123 | 1.65% |
31 Dec, 16 | 394 | -1.01% | 217,933,745 | 0.84% | 88.53% | 1.31% | 204 | 3.55% | 121 | 1.68% |
30 Sep, 16 | 398 | -1.00% | 216,123,821 | 0.91% | 82.09% | 1.09% | 197 | -26.49% | 119 | 83.08% |
30 Jun, 16 | 402 | 11.98% | 214,181,175 | 5.06% | 86.93% | 0.94% | 268 | 61.45% | 65 | -49.61% |
31 Mar, 16 | 359 | 2.87% | 203,857,092 | 0.27% | 96.37% | 1.04% | 166 | -5.68% | 129 | 19.44% |
31 Dec, 15 | 349 | 5.12% | 203,305,638 | -0.90% | 96.26% | 1.02% | 176 | 17.33% | 108 | -6.90% |
30 Sep, 15 | 332 | -6.48% | 205,155,164 | 1.48% | 97.27% | 1.06% | 150 | -6.83% | 116 | -13.43% |
30 Jun, 15 | 355 | 2.90% | 202,154,454 | 2.93% | 95.94% | 1.10% | 161 | -49.05% | 134 | 930.77% |
31 Mar, 15 | 345 | 978.13% | 196,393,660 | 189.36% | 93.42% | 8.40% | 316 | 919.35% | 13 | - |
31 Dec, 14 | 32 | 3100.00% | 67,872,024 | 2019.20% | 33.35% | 1215.70% | 31 | 3000.00% | - | - |
30 Sep, 14 | 1 | - | 3,202,724 | - | 1.66% | - | 1 | - | - | - |
31 Mar, 14 | 2 | 100.00% | 121,496 | 20.57% | 0.06% | 2272.92% | 2 | 100.00% | - | - |
31 Dec, 13 | 1 | - | 100,769 | - | 0.05% | - | 1 | - | - | - |
30 Sep, 11 | 1 | - | 12,728 | - | 0.01% | - | 1 | - | - | - |
Iron Mountain Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Iron Mountain Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 8 | 7 | 114.29% |
Q2 2024 | 22 | 28 | 78.57% |
Q1 2024 | 50 | 84 | 59.52% |
Q4 2023 | 9 | 15 | 60.00% |
Q3 2023 | 10 | 20 | 50.00% |
Q2 2023 | 21 | 26 | 80.77% |
Q1 2023 | 55 | 82 | 67.07% |
Q4 2022 | 9 | 14 | 64.29% |
Q3 2022 | 10 | 4 | 250.00% |
Q2 2022 | 24 | 4 | 600.00% |
Q1 2022 | 58 | 85 | 68.24% |
Q4 2021 | 10 | 20 | 50.00% |
Q3 2021 | 8 | 7 | 114.29% |
Q2 2021 | 23 | 21 | 109.52% |
Q1 2021 | 58 | 77 | 75.32% |
Q4 2020 | 7 | 2 | 350.00% |
Q3 2020 | 7 | 1 | 700.00% |
Q2 2020 | 22 | 8 | 275.00% |
Q1 2020 | 65 | 73 | 89.04% |
Q4 2019 | 7 | 6 | 116.67% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 4 | - |
Q2 2024 | - | 18 | - |
Q1 2024 | - | 20 | - |
Q4 2023 | - | 9 | - |
Q3 2023 | - | 12 | - |
Q2 2023 | - | 17 | - |
Q1 2023 | - | 9 | - |
Q4 2022 | - | 7 | - |
Q3 2022 | - | 4 | - |
Q2 2022 | - | 3 | - |
Q1 2022 | - | 11 | - |
Q4 2021 | - | 8 | - |
Q3 2021 | - | 5 | - |
Q2 2021 | - | 14 | - |
Q1 2021 | - | 11 | - |
Q4 2020 | - | 1 | - |
Q3 2020 | - | 1 | - |
Q2 2020 | - | 4 | - |
Q1 2020 | - | 4 | - |
Q4 2019 | - | 2 | - |
IRM Ownership FAQ
Who Owns Iron Mountain?
Iron Mountain is owned by institutional shareholders (17.16%), insiders (0.82%), and public (82.03%). The largest institutional shareholder of Iron Mountain is VANGUARD GROUP INC (15.93% of total shares) and the top mutual fund owner is PARNASSUS FUNDS (30.31% of total shares).
Who are the major institutional shareholders of Iron Mountain?
Iron Mountain's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., COHEN & STEERS, INC., STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 42.10% of the company's share outstanding.
How many Iron Mountain shareholders are there?
As of Jun 2024, there are 571 institutional shareholders of Iron Mountain.
What percentage of Iron Mountain is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 46.64M shares of Iron Mountain, representing 15.93% of the company's total shares outstanding, valued at $4.18B (as of Jun 2024).
What percentage of Iron Mountain is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 27.89M shares of Iron Mountain (IRM), compromising 9.53% of the company, valued at $2.5B.
What percentage of Iron Mountain is owned by COHEN & STEERS, INC?
COHEN & STEERS, INC is the third largest holder of Iron Mountain. The company owns 23.05M of the company's shares outstanding (worth $2.07B).