Iron Mountain Incorporated (IRM) Ownership

97.14 ↓0.24 (-0.25%)

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 42 institutional holders of IRM own 76.17% of the company with a total of 224.3 million shares.

In the latest ownership report on December 31st 2024, the top 42 institutional holders increased their combined ownership of IRM by 6.9 million shares. 12 institutions bought 11,518,531 total additional shares and increased their ownership by an average of 840.77%. However 9 institutions sold 4,582,403 total shares and decreased their ownership by an average of 6.89%.

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 6,936,128 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	15.796%	0.003%	46,605,170	1,332	2024-12-31
BlackRock Inc	10.871%	2.438%	32,072,872	763,235	2024-12-31
State Street Corp	5.634%	0.326%	16,621,783	54,006	2024-12-31
Cohen & Steers Inc	5.053%	-15.899%	14,907,846	-2,818,166	2024-12-31
Geode Capital Management, LLC	2.682%	-4.188%	7,912,109	-345,856	2024-12-31
Wealthfront Advisers LLC	2.337%	9,843.270%	6,864,832	6,795,792	2024-12-31
Northern Trust Corp	1.466%	56.093%	4,326,476	1,554,746	2024-12-31
Dimensional Fund Advisors, Inc.	1.430%	0.359%	4,219,263	15,097	2024-12-31
Capital World Investors	1.294%	-7.254%	3,817,417	-298,552	2024-12-31
Charles Schwab Investment Management Inc	1.179%	2.731%	3,478,790	92,475	2024-12-31
Morgan Stanley - Brokerage Accounts	1.148%	-6.996%	3,386,215	-254,699	2024-12-31
NORGES BANK	1.123%	2.303%	3,313,186	74,571	2024-12-31
Deutsche Bank AG	1.103%	-6.433%	3,253,738	-223,712	2024-12-31
Legal & General Group PLC	1.079%	-9.332%	3,182,440	-327,540	2024-12-31
Daiwa Securities Group Inc	0.999%	-5.739%	2,947,121	-179,438	2024-12-31
Nuveen Asset Management, LLC	0.864%	38.988%	2,548,970	715,024	2024-12-31
Amvescap Plc.	0.842%	17.167%	2,482,820	363,783	2024-12-31
Pictet Asset Manangement SA	0.789%	0.093%	2,329,022	2,162	2024-12-31
AGF Management Ltd	0.723%	-4.088%	2,133,904	-90,952	2024-12-31
Bank of New York Mellon Corp	0.690%	-2.092%	2,034,912	-43,488	2024-12-31
TD Asset Management Inc	0.662%	125.422%	1,952,432	1,086,308	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.796%	0.003%	46,605,170	1,332	2024-12-31
BlackRock Inc	10.871%	2.438%	32,072,872	763,235	2024-12-31
State Street Corp	5.634%	0.326%	16,621,783	54,006	2024-12-31
Cohen & Steers Inc	5.053%	-15.899%	14,907,846	-2,818,166	2024-12-31
State Street Corporation	4.709%	0.137%	13,811,808	18,872	2024-03-31
Geode Capital Management, LLC	2.682%	-4.188%	7,912,109	-345,856	2024-12-31
Wealthfront Advisers LLC	2.337%	9,843.270%	6,864,832	6,795,792	2024-12-31
JPMorgan Chase & Co	1.489%	2.670%	4,371,740	113,672	2024-09-30
Northern Trust Corp	1.466%	56.093%	4,326,476	1,554,746	2024-12-31
Dimensional Fund Advisors, Inc.	1.430%	0.359%	4,219,263	15,097	2024-12-31
Capital World Investors	1.294%	-7.254%	3,817,417	-298,552	2024-12-31
Charles Schwab Investment Management Inc	1.179%	2.731%	3,478,790	92,475	2024-12-31
Morgan Stanley - Brokerage Accounts	1.148%	-6.996%	3,386,215	-254,699	2024-12-31
NORGES BANK	1.123%	2.303%	3,313,186	74,571	2024-12-31
FMR Inc	1.122%	10.935%	3,293,020	324,598	2024-06-30
Deutsche Bank AG	1.103%	-6.433%	3,253,738	-223,712	2024-12-31
Legal & General Group PLC	1.079%	-9.332%	3,182,440	-327,540	2024-12-31
UBS Asset Mgmt Americas Inc	1.080%	537.003%	3,170,550	2,672,821	2024-09-30
Daiwa Securities Group Inc	0.999%	-5.739%	2,947,121	-179,438	2024-12-31
Epoch Investment Partners Inc	0.902%	-1.347%	2,624,390	-35,820	2022-12-31
Nuveen Asset Management, LLC	0.864%	38.988%	2,548,970	715,024	2024-12-31
Amvescap Plc.	0.842%	17.167%	2,482,820	363,783	2024-12-31
CenterSquare Investment Management LLC	0.821%	56.622%	2,409,602	871,116	2024-06-30
Wellington Management Company LLP	0.816%	-29.174%	2,393,628	-985,949	2024-09-30
TD Global Investment Solutions – TD Epoch	0.807%	-13.482%	2,357,768	-367,410	2023-09-30
Pictet Asset Manangement SA	0.789%	0.093%	2,329,022	2,162	2024-12-31
Amundi	0.767%	-24.401%	2,250,829	-726,505	2024-06-30
AGF Management Ltd	0.723%	-4.088%	2,133,904	-90,952	2024-12-31
Acadian Asset Management LLC	0.710%	-4.332%	2,084,580	-94,389	2024-09-30
Bank of New York Mellon Corp	0.690%	-2.092%	2,034,912	-43,488	2024-12-31
TD Asset Management Inc	0.662%	125.422%	1,952,432	1,086,308	2024-12-31
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 11.2 million shares. Combined, the top 35 mutual fund holders of IRM own 43.28% of the company with a total of 127.2 million shares.

In the latest ownership report on April 30th 2025, the top 35 fund holders increased their combined ownership of IRM by 8 thousand shares. 3 funds bought 11,405 total additional shares and increased their ownership by an average of 0.17%. However 1 funds sold 3,633 total shares and decreased their ownership by an average of 0.1%.

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 7,772 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	1.207%	0.083%	3,561,230	2,941	2025-04-30
iShares Core S&P 500 ETF	1.179%	-0.104%	3,477,840	-3,633	2025-04-30
The Real Estate Select Sector SPDR®	0.686%	0.336%	2,025,242	6,784	2025-04-30
Schwab US REIT ETF™	0.598%	0.095%	1,764,410	1,680	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.794%	-0.197%	11,193,136	-22,062	2025-03-31
Vanguard US Total Market Shares ETF	3.164%	0.138%	9,294,767	12,821	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.147%	0.388%	9,283,826	35,880	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.084%	1.939%	9,004,823	171,246	2023-03-31
Vanguard Institutional 500 Index Trust	2.768%	0.339%	8,165,215	27,603	2025-03-31
Vanguard 500 Index Investor	2.408%	0.638%	7,027,107	44,521	2023-08-31
Vanguard Mid Cap Index Institutional	2.144%	-0.198%	6,325,653	-12,554	2025-03-31
American Funds American Balanced A	1.479%	-33.171%	4,317,160	-2,142,840	2023-09-30
Fidelity 500 Index	1.249%	0.269%	3,685,284	9,880	2025-03-31
SPDR® S&P 500 ETF	1.212%	-3.896%	3,561,230	-144,373	2025-03-31
SPDR® S&P 500® ETF	1.207%	0.083%	3,561,230	2,941	2025-04-30
SPDR® S&P 500® ETF Trust	1.211%	-0.523%	3,555,694	-18,684	2025-03-31
iShares Core S&P 500 ETF	1.179%	-0.104%	3,477,840	-3,633	2025-04-30
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
Vanguard Value Index Inv	0.872%	1.674%	2,573,416	42,374	2025-03-31
Invesco S&P 500® High Div Low Vol ETF	0.769%	-0.099%	2,237,480	-2,210	2023-01-31
Cohen & Steers Real Estate Opportunities	0.721%	-9.243%	2,127,549	-216,674	2025-03-31
Cohen & Steers Real Estate Securities A	0.721%	-9.243%	2,127,549	-216,674	2025-03-31
American Funds Income Fund of Amer A	0.718%	-23.490%	2,117,169	-650,000	2025-03-31
Daiwa US-REIT Open Mother Fund	0.699%	-23.911%	2,061,461	-647,809	2024-09-17
The Real Estate Select Sector SPDR®	0.686%	0.336%	2,025,242	6,784	2025-04-30
Cohen & Steers Instl Realty Shares	0.679%	-19.294%	2,004,034	-479,094	2025-03-31
Fidelity US REIT Mother Fund	0.674%	-16.994%	1,978,200	-405,000	2024-03-15
Cohen & Steers Realty Shares L	0.646%	-14.639%	1,905,310	-326,752	2025-03-31
Vanguard Real Estate II Index	0.642%	0.599%	1,893,503	11,266	2025-03-31
Vanguard Mid-Cap Value ETF	0.639%	-4.493%	1,885,651	-88,700	2025-03-31
Vanguard Institutional Index I	0.613%	-0.677%	1,807,969	-12,320	2025-03-31
Real Estate Select Sector SPDR®	0.605%	-0.065%	1,774,364	-1,150	2024-05-29
Schwab US REIT ETF™	0.598%	0.095%	1,764,410	1,680	2025-04-30
Pictet-Security I USD	0.588%	-1.008%	1,734,607	-17,662	2025-01-31
DFA Real Estate Securities I	0.568%	-0.697%	1,665,261	-11,693	2024-03-31
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