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 3.93% 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	66.62%	8.14%	25.24%
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	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 %
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	11.54M	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	3.61M	1.23%	-20.07K
iShares Core S&P 500 ETF	3.31M	1.13%	10.27K
American Funds Income Fund of Amer A	3.07M	1.05%	-
Cohen & Steers Real Estate Securities A	2.98M	1.02%	-944.06K
Cohen & Steers Real Estate Opportunities	2.98M	1.02%	-944.06K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 11, 2024	Meaney William L	President and CEO	Sell	$1.79M
Dec 10, 2024	Meaney William L	President and CEO	Sell	$1.81M
Nov 11, 2024	Meaney William L	President and CEO	Sell	$1.89M
Nov 08, 2024	Meaney William L	President and CEO	Sell	$1.87M
Oct 07, 2024	Meaney William L	President and CEO	Sell	$1.86M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	6
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 5.75% 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.

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