Iron Mountain Incorporated (IRM) Ownership

120.16 ↓1.43 (-1.18%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Iron Mountain Incorporated (IRM), owning a total of 46.6 million shares. Combined, the top 38 institutional holders of IRM own 75.33% of the company with a total of 220.9 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders increased their combined ownership of IRM by 2.6 million shares. 3 institutions bought 2,943,118 total additional shares and increased their ownership by an average of 180.98%. However 4 institutions sold 318,285 total shares and decreased their ownership by an average of 2.16%.

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 2,624,833 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	15.883%	-0.085%	46,603,838	-39,514	2024-09-30
Geode Capital Management, LLC	2.814%	1.582%	8,257,965	128,622	2024-09-30
Dimensional Fund Advisors, Inc.	1.433%	-1.911%	4,204,166	-81,902	2024-09-30
Capital World Investors	1.403%	-0.004%	4,115,969	-177	2024-09-30
Charles Schwab Investment Management Inc	1.154%	4.366%	3,386,315	141,675	2024-09-30
UBS Asset Mgmt Americas Inc	1.081%	537.003%	3,170,550	2,672,821	2024-09-30
Northern Trust Corp	0.945%	-6.626%	2,771,730	-196,692	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.883%	-0.085%	46,603,838	-39,514	2024-09-30
BlackRock Inc	9.506%	20.698%	27,891,960	4,783,129	2024-06-30
Cohen & Steers Inc	7.856%	-2.554%	23,051,016	-604,022	2024-06-30
State Street Corp	5.970%	26.820%	17,516,178	3,704,370	2024-06-30
State Street Corporation	4.709%	0.137%	13,811,808	18,872	2024-03-31
Geode Capital Management, LLC	2.814%	1.582%	8,257,965	128,622	2024-09-30
Morgan Stanley - Brokerage Accounts	2.492%	5.698%	7,310,972	394,102	2024-06-30
Daiwa Securities Group Inc	1.540%	-0.975%	4,517,699	-44,466	2024-06-30
Dimensional Fund Advisors, Inc.	1.433%	-1.911%	4,204,166	-81,902	2024-09-30
Capital World Investors	1.403%	-0.004%	4,115,969	-177	2024-09-30
Deutsche Bank AG	1.337%	1.858%	3,923,723	71,576	2024-06-30
Legal & General Group PLC	1.329%	49.250%	3,899,276	1,286,694	2024-06-30
Charles Schwab Investment Management Inc	1.154%	4.366%	3,386,315	141,675	2024-09-30
Wellington Management Company LLP	1.152%	27.606%	3,379,577	731,123	2024-06-30
FMR Inc	1.122%	10.935%	3,293,020	324,598	2024-06-30
NORGES BANK	1.104%	-0.768%	3,238,615	-25,048	2024-06-30
UBS Asset Mgmt Americas Inc	1.081%	537.003%	3,170,550	2,672,821	2024-09-30
Northern Trust Corp	0.945%	-6.626%	2,771,730	-196,692	2024-09-30
Pictet Asset Manangement SA	0.925%	-12.170%	2,712,745	-375,888	2024-06-30
Epoch Investment Partners Inc	0.902%	-1.347%	2,624,390	-35,820	2022-12-31
JPMorgan Chase & Co	0.837%	17.173%	2,455,076	359,823	2024-03-31
CenterSquare Investment Management LLC	0.821%	56.622%	2,409,602	871,116	2024-06-30
TD Global Investment Solutions – TD Epoch	0.807%	-13.482%	2,357,768	-367,410	2023-09-30
Amvescap Plc.	0.769%	12.288%	2,257,536	247,043	2024-06-30
Amundi	0.767%	-24.401%	2,250,829	-726,505	2024-06-30
AGF Management Ltd	0.765%	76.346%	2,245,393	972,101	2024-06-30
Bank of New York Mellon Corp	0.725%	0.310%	2,126,237	6,562	2024-06-30
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
Bank of Montreal	0.445%	177.960%	1,296,492	830,061	2022-12-31
BMO Capital Markets Corp.	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 11.5 million shares. Combined, the top 32 mutual fund holders of IRM own 39.29% of the company with a total of 115.1 million shares.

In the latest ownership report on October 31st 2024, the top 32 fund holders increased their combined ownership of IRM by 104 thousand shares. 9 funds bought 169,753 total additional shares and increased their ownership by an average of 0.47%. However 3 funds sold 65,513 total shares and decreased their ownership by an average of 0.23%.

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 104,240 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.933%	-0.270%	11,540,184	-31,216	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.157%	-0.354%	9,261,900	-32,867	2024-10-31
Vanguard Institutional 500 Index Trust	2.649%	1.173%	7,773,374	90,118	2024-10-31
Vanguard Mid Cap Index Institutional	2.121%	0.182%	6,223,521	11,279	2024-10-31
SPDR® S&P 500® ETF Trust	1.219%	0.525%	3,576,228	18,684	2024-10-31
iShares Core S&P 500 ETF	1.113%	0.154%	3,265,265	5,017	2024-10-31
Vanguard Value Index Inv	0.849%	0.252%	2,491,013	6,264	2024-10-31
The Real Estate Select Sector SPDR®	0.725%	1.068%	2,126,695	22,464	2024-10-31
Vanguard Mid-Cap Value ETF	0.688%	0.362%	2,019,142	7,283	2024-10-31
Vanguard Real Estate II Index	0.642%	0.134%	1,882,770	2,512	2024-10-31
Vanguard Institutional Index I	0.635%	-0.077%	1,863,899	-1,430	2024-10-31
Pictet-Security I USD	0.599%	0.350%	1,756,878	6,132	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.933%	-0.270%	11,540,184	-31,216	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.157%	-0.354%	9,261,900	-32,867	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.084%	1.939%	9,004,823	171,246	2023-03-31
Vanguard Institutional 500 Index Trust	2.649%	1.173%	7,773,374	90,118	2024-10-31
Vanguard 500 Index Investor	2.408%	0.638%	7,027,107	44,521	2023-08-31
Vanguard Mid Cap Index Institutional	2.121%	0.182%	6,223,521	11,279	2024-10-31
American Funds American Balanced A	1.479%	-33.171%	4,317,160	-2,142,840	2023-09-30
Fidelity 500 Index	1.229%	-0.148%	3,605,998	-5,349	2024-09-30
SPDR® S&P 500® ETF Trust	1.219%	0.525%	3,576,228	18,684	2024-10-31
SPDR® S&P 500 ETF Trust	1.182%	0.085%	3,463,598	2,941	2024-05-29
Fidelity® 500 Index	1.165%	0.640%	3,400,894	21,639	2023-11-30
iShares Core S&P 500 ETF	1.113%	0.154%	3,265,265	5,017	2024-10-31
American Funds Income Fund of Amer A	1.045%	0.000%	3,067,169	0	2024-09-30
Cohen & Steers Real Estate Opportunities	1.016%	-24.057%	2,980,158	-944,059	2024-09-30
Cohen & Steers Real Estate Securities A	1.016%	-24.057%	2,980,158	-944,059	2024-09-30
Cohen & Steers Instl Realty Shares	0.968%	-20.958%	2,840,621	-753,211	2024-09-30
Daiwa US-REIT Open Mother Fund	0.923%	109.587%	2,709,270	1,416,596	2024-03-18
Cohen & Steers Realty Shares L	0.862%	-13.578%	2,528,152	-397,197	2024-09-30
Vanguard Value Index Inv	0.849%	0.252%	2,491,013	6,264	2024-10-31
Invesco S&P 500® High Div Low Vol ETF	0.769%	-0.099%	2,237,480	-2,210	2023-01-31
The Real Estate Select Sector SPDR®	0.725%	1.068%	2,126,695	22,464	2024-10-31
Vanguard Mid-Cap Value ETF	0.688%	0.362%	2,019,142	7,283	2024-10-31
Fidelity US REIT Mother Fund	0.674%	-16.994%	1,978,200	-405,000	2024-03-15
Vanguard Real Estate II Index	0.642%	0.134%	1,882,770	2,512	2024-10-31
Vanguard Institutional Index I	0.635%	-0.077%	1,863,899	-1,430	2024-10-31
Real Estate Select Sector SPDR®	0.605%	-0.065%	1,774,364	-1,150	2024-05-29
Pictet-Security I USD	0.599%	0.350%	1,756,878	6,132	2024-10-31
DFA Real Estate Securities I	0.568%	-0.697%	1,665,261	-11,693	2024-03-31
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