Iron Mountain Incorporated (IRM) Ownership

75.10 ↑0.68 (0.91%)

As of April 19, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Iron Mountain Incorporated (IRM), owning a total of 46.3 million shares. Combined, the top 34 institutional holders of IRM own 63.61% of the company with a total of 185.9 million shares.

In the latest ownership report on December 31st 2023, the top 34 institutional holders increased their combined ownership of IRM by 3.3 million shares. 10 institutions bought 20,523,134 total additional shares and increased their ownership by an average of 37.17%. However 10 institutions sold 17,240,488 total shares and decreased their ownership by an average of 13.24%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Iron Mountain Incorporated increased by a net total of 3,282,646 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.833%	-0.724%	46,275,110	-337,656	2023-12-31
BlackRock Inc	7.963%	5.124%	23,272,793	1,134,334	2023-12-31
Cohen & Steers Inc	7.690%	202.105%	22,475,614	15,035,937	2023-12-31
State Street Corporation	4.719%	4.544%	13,792,936	599,533	2023-12-31
Geode Capital Management, LLC	2.417%	-6.278%	7,064,776	-473,252	2023-12-31
Deutsche Bank AG	1.601%	2.355%	4,679,209	107,664	2023-12-31
Dimensional Fund Advisors, Inc.	1.467%	-0.361%	4,288,399	-15,517	2023-12-31
Capital World Investors	1.409%	-78.142%	4,117,079	-14,718,745	2023-12-31
Daiwa Securities Group Inc	1.398%	60.896%	4,086,316	1,546,592	2023-12-31
Morgan Stanley - Brokerage Accounts	1.261%	-12.703%	3,685,807	-536,322	2023-12-31
FMR Inc	1.205%	4.211%	3,522,885	142,345	2023-12-31
Amvescap Plc.	1.170%	5.451%	3,420,229	176,794	2023-12-31
Pictet Asset Manangement SA	1.158%	-0.152%	3,385,796	-5,152	2023-12-31
NORGES BANK	1.117%	66.434%	3,263,663	1,302,732	2023-12-31
Charles Schwab Investment Management Inc	1.080%	2.657%	3,157,681	81,741	2023-12-31
Northern Trust Corp	1.071%	-20.019%	3,130,305	-783,523	2023-12-31
Wellington Management Company LLP	1.002%	-2.776%	2,928,630	-83,630	2023-12-31
Legal & General Group PLC	0.888%	17.971%	2,596,065	395,462	2023-12-31
Amundi	0.835%	-7.996%	2,440,530	-212,117	2023-12-31
Bank of New York Mellon Corp	0.765%	-3.228%	2,235,636	-74,574	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.833%	-0.724%	46,275,110	-337,656	2023-12-31
BlackRock Inc	7.963%	5.124%	23,272,793	1,134,334	2023-12-31
Cohen & Steers Inc	7.690%	202.105%	22,475,614	15,035,937	2023-12-31
State Street Corporation	4.719%	4.544%	13,792,936	599,533	2023-12-31
Geode Capital Management, LLC	2.417%	-6.278%	7,064,776	-473,252	2023-12-31
Deutsche Bank AG	1.601%	2.355%	4,679,209	107,664	2023-12-31
Dimensional Fund Advisors, Inc.	1.467%	-0.361%	4,288,399	-15,517	2023-12-31
Capital World Investors	1.409%	-78.142%	4,117,079	-14,718,745	2023-12-31
Daiwa Securities Group Inc	1.398%	60.896%	4,086,316	1,546,592	2023-12-31
Morgan Stanley - Brokerage Accounts	1.261%	-12.703%	3,685,807	-536,322	2023-12-31
FMR Inc	1.205%	4.211%	3,522,885	142,345	2023-12-31
Amvescap Plc.	1.170%	5.451%	3,420,229	176,794	2023-12-31
Pictet Asset Manangement SA	1.158%	-0.152%	3,385,796	-5,152	2023-12-31
NORGES BANK	1.117%	66.434%	3,263,663	1,302,732	2023-12-31
Charles Schwab Investment Management Inc	1.080%	2.657%	3,157,681	81,741	2023-12-31
Northern Trust Corp	1.071%	-20.019%	3,130,305	-783,523	2023-12-31
Wellington Management Company LLP	1.002%	-2.776%	2,928,630	-83,630	2023-12-31
Epoch Investment Partners Inc	0.902%	-1.347%	2,624,390	-35,820	2022-12-31
Legal & General Group PLC	0.888%	17.971%	2,596,065	395,462	2023-12-31
Amundi	0.835%	-7.996%	2,440,530	-212,117	2023-12-31
TD Global Investment Solutions – TD Epoch	0.807%	-13.482%	2,357,768	-367,410	2023-09-30
Bank of New York Mellon Corp	0.765%	-3.228%	2,235,636	-74,574	2023-12-31
JPMorgan Chase & Co	0.671%	7.793%	1,959,785	141,684	2023-06-30
Citadel Advisors Llc	0.622%	194.261%	1,814,896	1,198,132	2023-09-30
Bank of America Corp	0.521%	59.916%	1,520,421	569,660	2023-03-31
Sumitomo Mitsui Trust Holdings Inc	0.501%	-14.811%	1,460,319	-253,884	2022-12-31
Neuberger Berman Group LLC	0.470%	122.722%	1,367,319	753,405	2022-09-30
Prudential Financial Inc	0.450%	179.346%	1,314,926	844,211	2023-06-30
Enhanced Investment Technologies Inc	0.448%	0.493%	1,306,209	6,403	2022-12-31
BMO Capital Markets Corp.	0.445%	177.960%	1,296,492	830,061	2022-12-31
Bank of Montreal	0.445%	177.960%	1,296,492	830,061	2022-12-31
Swiss National Bank	0.433%	0.175%	1,259,147	2,200	2022-09-30
Atlantic Trust Group, LLC	0.429%	5.054%	1,250,930	60,182	2023-06-30
LSV Asset Management	0.421%	-40.397%	1,224,123	-829,658	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Iron Mountain Incorporated (IRM), owning a total of 11.9 million shares. Combined, the top 29 mutual fund holders of IRM own 38.16% of the company with a total of 111.5 million shares.

In the latest ownership report on March 28th 2024, the top 29 fund holders increased their combined ownership of IRM by 38 thousand shares. 2 funds bought 43,032 total additional shares and increased their ownership by an average of 0.66%. However 1 funds sold 5,175 total shares and decreased their ownership by an average of 0.29%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Iron Mountain Incorporated increased by a net total of 37,857 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.214%	0.589%	3,548,022	20,760	2024-03-28
iShares Core S&P 500 ETF	1.036%	0.741%	3,026,969	22,272	2024-03-28
Real Estate Select Sector SPDR®	0.609%	-0.290%	1,781,047	-5,175	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.077%	0.230%	11,915,717	27,307	2024-02-29
Vanguard Total Stock Mkt Idx Inv	3.136%	-0.217%	9,166,274	-19,931	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.084%	1.939%	9,004,823	171,246	2023-03-31
Vanguard Institutional 500 Index Trust	2.494%	1.042%	7,288,391	75,184	2024-02-29
Vanguard 500 Index Investor	2.408%	0.638%	7,027,107	44,521	2023-08-31
Vanguard Mid Cap Index Institutional	2.232%	-0.256%	6,524,820	-16,764	2024-02-29
American Funds American Balanced A	1.479%	-33.171%	4,317,160	-2,142,840	2023-09-30
Cohen & Steers Real Estate Securities A	1.404%	276.553%	4,103,562	3,013,793	2023-12-31
Cohen & Steers Real Estate Opportunities	1.404%	276.553%	4,103,562	3,013,793	2023-12-31
Cohen & Steers Instl Realty Shares	1.218%	221.745%	3,561,127	2,454,312	2023-12-31
SPDR® S&P 500 ETF Trust	1.214%	0.589%	3,548,022	20,760	2024-03-28
Fidelity 500 Index	1.198%	1.017%	3,501,969	35,240	2024-02-29
Fidelity® 500 Index	1.165%	0.640%	3,400,894	21,639	2023-11-30
Cohen & Steers Realty Shares L	1.060%	208.413%	3,097,825	2,093,383	2023-12-31
American Funds Income Fund of Amer A	1.049%	-75.966%	3,067,169	-9,694,653	2023-12-31
iShares Core S&P 500 ETF	1.036%	0.741%	3,026,969	22,272	2024-03-28
Pictet-Security I USD	0.905%	0.988%	2,643,800	25,862	2023-12-31
Vanguard Value Index Inv	0.835%	0.345%	2,441,180	8,383	2024-02-29
Fidelity US REIT Mother Fund	0.815%	-9.494%	2,383,200	-250,000	2023-09-15
Invesco S&P 500® High Div Low Vol ETF	0.769%	-0.099%	2,237,480	-2,210	2023-01-31
Vanguard Mid-Cap Value ETF	0.738%	-2.780%	2,156,066	-61,655	2024-02-29
Vanguard Institutional Index I	0.659%	-0.375%	1,924,513	-7,243	2024-02-29
Vanguard Real Estate II Index	0.633%	-0.258%	1,849,307	-4,786	2024-02-29
Real Estate Select Sector SPDR®	0.609%	-0.290%	1,781,047	-5,175	2024-03-28
DFA Real Estate Securities I	0.574%	-0.211%	1,676,954	-3,552	2024-02-29
Schwab US REIT ETF™	0.514%	0.016%	1,499,882	237	2023-12-30
Invesco S&P 500® Equal Weight ETF	0.495%	0.000%	1,445,737	0	2023-12-29
SPDR® Portfolio S&P 500 High Div ETF	0.478%	0.144%	1,396,402	2,010	2023-12-29
State St S&P 500® Indx SL Cl III	0.478%	0.410%	1,395,024	5,700	2023-11-30