Iron Mountain Ownership | Who Owns Iron Mountain?

Overview Forecast RevenueFinancials Chart Transcripts

Iron Mountain Ownership Summary

Iron Mountain is owned by 84.55% institutional investors, 0.82% insiders, and 14.64% 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 3.93% of its assets in Iron Mountain shares.

IRM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Iron Mountain	84.55%	0.82%	14.64%
Sector	Real Estate Stocks	63.99%	7.35%	28.66%
Industry	Specialty REIT Stocks	82.66%	3.21%	14.13%

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	94.73K	5.75%	$8.49M
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
Vert asset management	117.66K	4.20%	$10.55M
American trust investment advisors	70.40K	3.06%	$6.31M
Werlinich asset management	51.75K	2.87%	$4.62M
Ar asset management	130.60K	2.82%	$11.70M
Aew capital management l p	588.90K	2.55%	$52.78M

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
Quest partners	-1.00
Financial gravity asset management	-1.00
Kayne anderson rudnick investment management	-2.00
Chris bulman	-4.00
Abich financial wealth management	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2023	837	4.10%	226,188,863	0.57%	77	1.30%	373	-0.80%	285	10.47%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	11.54M	3.93%	-31.22K
Vanguard Total Stock Mkt Idx Inv	9.26M	3.16%	-32.87K
Vanguard Institutional 500 Index Trust	7.77M	2.65%	90.12K
Vanguard Mid Cap Index Institutional	6.22M	2.12%	11.28K
Fidelity 500 Index	3.61M	1.23%	-5.35K
SPDR® S&P 500® ETF Trust	3.56M	1.21%	1.21K
iShares Core S&P 500 ETF	3.27M	1.11%	5.02K
American Funds Income Fund of Amer A	3.07M	1.05%	-
Cohen & Steers Real Estate Opportunities	2.98M	1.02%	-944.06K
Cohen & Steers Real Estate Securities A	2.98M	1.02%	-944.06K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 08, 2024	Meaney William L	President and CEO	Sell	$1.87M
Nov 11, 2024	Meaney William L	President and CEO	Sell	$1.89M
Oct 08, 2024	Meaney William L	President and CEO	Sell	$1.87M
Oct 07, 2024	Meaney William L	President and CEO	Sell	$1.86M
Sep 17, 2024	Meaney William L	President and CEO	Sell	$1.86M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	4
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 84.55%, followed by 0.82% insiders and 14.63% retail investors. The average institutional ownership in Iron Mountain's industry, Specialty REIT Stocks , is 82.66%, which Iron Mountain exceeds.

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 5.75% of its assets in 94.73K Iron Mountain shares, valued at 8.49M$.

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 3.93% of its total shares outstanding invested in 11.54M 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