Iron Mountain Ownership | Who Owns Iron Mountain?

Overview Forecast RevenueFinancials Chart Transcripts

Iron Mountain Ownership Summary

Iron Mountain is owned by 81.20% institutional investors, 0.82% insiders, and 17.97% retail investors. Vanguard group is the largest institutional shareholder, holding 15.93% of IRM shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.85% of its assets in Iron Mountain shares.

IRM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Iron Mountain	81.20%	0.82%	17.97%
Sector	Real Estate Stocks	66.63%	8.14%	25.23%
Industry	Specialty REIT Stocks	82.49%	3.14%	14.37%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	46.64M	15.93%	$4.18B
Blackrock	27.89M	9.53%	$2.50B
Cohen & steers	23.05M	7.87%	$2.07B
State street	17.52M	5.98%	$1.58B
Geode capital management	8.13M	2.78%	$728.88M
Daiwa securities group	4.52M	1.54%	$404.88M
Dimensional fund advisors lp	4.29M	1.46%	$384.12M
Capital world investors	4.12M	1.41%	$368.89M
Deutsche bank ag\	3.92M	1.34%	$351.64M
Legal & general group	3.90M	1.33%	$349.45M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Foresight capital management advisors	87.30K	5.36%	$9.18M
Vert asset management	129.27K	4.65%	$13.59M
Marble harbor investment counsel	438.96K	4.63%	$39.34M
Waterfront capital partners	437.73K	4.61%	$39.23M
Heitman real estate securities	765.56K	4.34%	$68.61M
Cohen & steers	23.05M	4.33%	$2.07B
Werlinich asset management	51.69K	3.12%	$5.36M
American trust investment advisors	70.40K	3.06%	$6.31M
Ar asset management	130.60K	2.82%	$11.70M
Pensionfund dsm netherlands	42.50K	2.78%	$4.47M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	27.89M	0.06%	4.78M
State street	17.52M	0.07%	3.70M
Norges bank	3.24M	0.04%	3.24M
Legal & general group	3.90M	0.08%	1.29M
Agf management	2.25M	1.12%	972.10K

Top Sellers

Holder	Shares	% Assets	Change
Citadel advisors	-	-	-1.27M
Ubs asset management americas	497.73K	0.01%	-1.04M
Point72 asset management	-	-	-833.60K
Amundi	2.25M	0.08%	-726.50K
Cohen & steers	23.05M	4.33%	-604.02K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	3.24M	0.04%	3.24M	$290.24M
Apg asset management us	400.00K	0.21%	400.00K	$35.88M
Strategic financial concepts	233.25K	0.00%	233.25K	$2.30M
Moran wealth management	224.60K	0.66%	224.60K	$20.13M
Nippon life global investors americas	145.60K	0.58%	145.60K	$13.13M

Sold Out

Holder	Change
Kozak & associates	-1.00
Mendota financial group	-1.00
Financial gravity asset management	-1.00
Quest partners	-1.00
Westend advisors	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	1,072	8.83%	238,410,694	-3.76%	81	1.14%	475	9.20%	411	11.08%
Jun 30, 2024	970	1.04%	247,508,042	5.77%	84	1.32%	428	-1.15%	368	10.84%
Mar 31, 2024	960	5.61%	234,000,259	0.32%	79	1.25%	433	5.35%	332	-4.05%
Dec 31, 2023	909	7.57%	233,249,428	3.16%	79	1.33%	411	9.60%	346	11.61%
Sep 30, 2023	845	0.96%	226,108,846	-0.04%	77	1.29%	375	0.54%	310	8.77%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	11.31M	3.85%	12.28K
Vanguard Total Stock Mkt Idx Inv	9.19M	3.13%	-36.08K
Vanguard Institutional 500 Index Trust	7.95M	2.71%	62.77K
Vanguard Mid Cap Index Institutional	6.31M	2.15%	53.85K
SPDR® S&P 500® ETF Trust	3.68M	1.25%	27.68K
Fidelity 500 Index	3.62M	1.24%	24.63K
iShares Core S&P 500 ETF	3.45M	1.17%	2.42K
American Funds Income Fund of Amer A	2.77M	0.94%	-300.00K
Vanguard Value Index Inv	2.50M	0.85%	-3.82K
Cohen & Steers Instl Realty Shares	2.48M	0.85%	-357.49K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 02, 2025	Meaney William L	President and CEO	Sell	$1.64M
Jan 02, 2025	Meaney William L	President and CEO	Sell	$5.61M
Dec 23, 2024	Bhargava Mithu	EVP, GM Digital Business Unit	Sell	$863.40K
Dec 11, 2024	Meaney William L	President and CEO	Sell	$1.79M
Dec 10, 2024	Meaney William L	President and CEO	Sell	$1.81M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	7
2024 Q3	-	13
2024 Q2	-	18
2024 Q1	-	20
2023 Q4	-	9

IRM Ownership FAQ

Who Owns Iron Mountain?

Iron Mountain shareholders are primarily institutional investors at 81.20%, followed by 0.82% insiders and 17.98% retail investors. The average institutional ownership in Iron Mountain's industry, Specialty REIT Stocks , is 82.49%, which Iron Mountain falls below.

Who owns the most shares of Iron Mountain?

Iron Mountain’s largest shareholders are Vanguard group (46.64M shares, 15.93%), Blackrock (27.89M shares, 9.53%), and Cohen & steers (23.05M shares, 7.87%). Together, they hold 33.33% of Iron Mountain’s total shares outstanding.

Does Blackrock own Iron Mountain?

Yes, BlackRock owns 9.53% of Iron Mountain, totaling 27.89M shares as of Jun 2024. This represents 0.06% of BlackRock's total assets, with a market value of 2.5B$. In the last quarter, BlackRock increased its holdings by 4.78M shares, a 20.70% change.

Who is Iron Mountain’s biggest shareholder by percentage of total assets invested?

Foresight capital management advisors is Iron Mountain’s biggest shareholder by percentage of total assets invested, with 5.36% of its assets in 87.3K Iron Mountain shares, valued at 9.18M$.

Who is the top mutual fund holder of Iron Mountain shares?

Vanguard Real Estate Index Investor is the top mutual fund holder of Iron Mountain shares, with 3.85% of its total shares outstanding invested in 11.31M Iron Mountain shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools