Iron Mountain Ownership 2024 | Who Owns Iron Mountain Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

17.16%

Insider Ownership

0.81%

Retail Ownership

82.03%

Institutional Holders

571.00

Iron Mountain Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	15.93%	0.08%	46,643,352	266,118	0.57%	4,180,177,206	Jun 30, 2024
BLACKROCK INC.	9.53%	0.06%	27,891,960	4,783,129	20.70%	2,499,677,475	Jun 30, 2024
COHEN & STEERS, INC.	7.87%	4.33%	23,051,016	-604,022	-2.55%	2,065,761,000	Jun 30, 2024
STATE STREET CORP	5.98%	0.07%	17,516,178	3,704,370	26.82%	1,578,535,975,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.78%	0.06%	8,129,343	808,857	11.05%	728,877,037	Jun 30, 2024
DAIWA SECURITIES GROUP INC.	1.54%	2.15%	4,517,699	-44,466	-0.97%	404,876,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.46%	0.10%	4,286,068	-525	-0.01%	384,116,730	Jun 30, 2024
CAPITAL WORLD INVESTORS	1.41%	0.06%	4,116,146	23	0.00%	368,889,005	Jun 30, 2024
DEUTSCHE BANK AG\	1.34%	0.16%	3,923,723	71,576	1.86%	351,644,055	Jun 30, 2024
LEGAL & GENERAL GROUP PLC	1.33%	0.08%	3,899,276	1,286,694	49.25%	349,452,733	Jun 30, 2024
MORGAN STANLEY	1.25%	0.03%	3,655,486	197,051	5.70%	327,604,862	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.15%	0.05%	3,379,577	731,123	27.61%	302,877,691	Jun 30, 2024
FMR LLC	1.12%	0.02%	3,293,020	324,598	10.94%	295,120,508	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.11%	0.06%	3,244,640	19,479	0.60%	290,784,603	Jun 30, 2024
NORGES BANK	1.11%	0.04%	3,238,615	3,238,615	100.00%	290,244,676	Jun 30, 2024
NORTHERN TRUST CORP	1.01%	0.04%	2,968,422	52,798	1.81%	266,029,979,000	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	0.93%	0.28%	2,712,745	-375,888	-12.17%	243,089,418	Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.82%	2.34%	2,409,602	871,116	56.62%	215,948,531	Jun 30, 2024
INVESCO LTD.	0.77%	0.04%	2,257,536	247,043	12.29%	202,320,375	Jun 30, 2024
AMUNDI	0.77%	0.08%	2,250,829	-726,505	-24.40%	206,581,085	Jun 30, 2024

Iron Mountain's largest institutional shareholder is VANGUARD GROUP INC, holding 15.93% of the company's total share outstanding, currently valued at $4.18B. The top 10 institutional shareholders own together 49.18% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.	0.03%	5.75%	94,731	-383	-0.40%	8,490,000	Jun 30, 2024
MARBLE HARBOR INVESTMENT COUNSEL, LLC	0.15%	4.63%	438,960	-7,121	-1.60%	39,339,632	Jun 30, 2024
WATERFRONT CAPITAL PARTNERS, LLC	0.15%	4.61%	437,733	182,733	71.66%	39,229,631	Jun 30, 2024
HEITMAN REAL ESTATE SECURITIES LLC	0.26%	4.34%	765,561	-173,772	-18.50%	68,609,577	Jun 30, 2024
COHEN & STEERS, INC.	7.87%	4.33%	23,051,016	-604,022	-2.55%	2,065,761,000	Jun 30, 2024
VERT ASSET MANAGEMENT LLC	0.04%	4.20%	117,664	-4,239	-3.48%	10,545,048	Jun 30, 2024
AMERICAN TRUST INVESTMENT ADVISORS, LLC	0.02%	3.06%	70,396	-2,163	-2.98%	6,308,890	Jun 30, 2024
WERLINICH ASSET MANAGEMENT, LLC	0.02%	2.87%	51,747	57	0.11%	4,616,332	Jun 30, 2024
AR ASSET MANAGEMENT INC	0.04%	2.82%	130,600	-	-	11,704,000	Jun 30, 2024
AEW CAPITAL MANAGEMENT L P	0.20%	2.55%	588,900	456,780	345.73%	52,777,218	Jun 30, 2024
UNITED BANK	0.08%	2.46%	220,820	-25,669	-10.41%	19,789,886	Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.82%	2.34%	2,409,602	871,116	56.62%	215,948,531	Jun 30, 2024
NIA IMPACT ADVISORS, LLC	0.02%	2.32%	72,097	-4,386	-5.73%	6,461,350	Jun 30, 2024
SARGENT INVESTMENT GROUP, LLC	0.04%	2.31%	126,360	-9,566	-7.04%	11,324,383	Jun 30, 2024
ADELL HARRIMAN & CARPENTER INC	0.11%	2.30%	332,675	5,117	1.56%	29,814,333	Jun 30, 2024
TERRA NOVA ASSET MANAGEMENT LLC	0.01%	2.29%	32,409	120	0.37%	2,904,673	Jun 30, 2024
DAIWA SECURITIES GROUP INC.	1.54%	2.15%	4,517,699	-44,466	-0.97%	404,876,000	Jun 30, 2024
AMERICAN ASSETS CAPITAL ADVISERS, LLC	0.02%	2.06%	72,534	47,035	184.46%	6,500,497	Jun 30, 2024
COOKSON PEIRCE & CO INC	0.16%	1.99%	461,823	63,824	16.04%	41,388,618	Jun 30, 2024
MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.03%	1.91%	87,373	87,373	100.00%	7,830,368	Jun 30, 2024

The largest Iron Mountain shareholder by % of total assets is FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.. The company owns 94.73K shares of Iron Mountain (IRM), representing 5.75% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	9.53%	0.06%	27,891,960	4,783,129	20.70%	2,499,677,475	Jun 30, 2024
STATE STREET CORP	5.98%	0.07%	17,516,178	3,704,370	26.82%	1,578,535,975,000	Jun 30, 2024
NORGES BANK	1.11%	0.04%	3,238,615	3,238,615	100.00%	290,244,676	Jun 30, 2024
LEGAL & GENERAL GROUP PLC	1.33%	0.08%	3,899,276	1,286,694	49.25%	349,452,733	Jun 30, 2024
AGF MANAGEMENT LTD	0.77%	1.12%	2,245,393	972,101	76.35%	201,232,121	Jun 30, 2024
CENTERSQUARE INVESTMENT MANAGEMENT LLC	0.82%	2.34%	2,409,602	871,116	56.62%	215,948,531	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.78%	0.06%	8,129,343	808,857	11.05%	728,877,037	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.55%	0.02%	1,615,304	794,991	96.91%	144,763,473	Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP	1.15%	0.05%	3,379,577	731,123	27.61%	302,877,691	Jun 30, 2024
KOREA INVESTMENT CORP	0.19%	0.13%	561,770	472,463	529.03%	50,345,827	Jun 30, 2024
AEW CAPITAL MANAGEMENT L P	0.20%	2.55%	588,900	456,780	345.73%	52,777,218	Jun 30, 2024
DUFF & PHELPS INVESTMENT MANAGEMENT CO	0.44%	1.48%	1,298,330	402,625	44.95%	116,356,335	Jun 30, 2024
APG ASSET MANAGEMENT US INC.	0.14%	0.21%	400,000	400,000	100.00%	35,876,000	Jun 30, 2024
FMR LLC	1.12%	0.02%	3,293,020	324,598	10.94%	295,120,508	Jun 30, 2024
VANGUARD GROUP INC	15.93%	0.08%	46,643,352	266,118	0.57%	4,180,177,206	Jun 30, 2024
INVESCO LTD.	0.77%	0.04%	2,257,536	247,043	12.29%	202,320,375	Jun 30, 2024
ALLIANCEBERNSTEIN L.P.	0.21%	0.02%	614,846	239,561	63.83%	55,102,499	Jun 30, 2024
PRUDENTIAL FINANCIAL INC	0.72%	0.28%	2,102,156	239,214	12.84%	188,395,206	Jun 30, 2024
STRATEGIC FINANCIAL CONCEPTS, LLC	0.08%	0.00%	233,251	233,251	100.00%	2,303,000	Jun 30, 2024
MORAN WEALTH MANAGEMENT, LLC	0.08%	0.66%	224,603	224,603	100.00%	20,128,921	Jun 30, 2024

As of Jun 30 2024, Iron Mountain's largest institutional buyer is BLACKROCK INC.. The company purchased 4.78M stocks of IRM, valued at $2.50B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
UBS ASSET MANAGEMENT AMERICAS INC	0.17%	0.01%	497,729	-1,044,438	-67.73%	44,606,473	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.03%	0.00%	78,037	-880,480	-91.86%	6,993,676	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-833,604	-100.00%	-	Jun 30, 2024
AMUNDI	0.77%	0.08%	2,250,829	-726,505	-24.40%	206,581,085	Jun 30, 2024
COHEN & STEERS, INC.	7.87%	4.33%	23,051,016	-604,022	-2.55%	2,065,761,000	Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA	0.93%	0.28%	2,712,745	-375,888	-12.17%	243,089,418	Jun 30, 2024
UBS GROUP AG	0.22%	0.01%	648,092	-352,805	-35.25%	58,082,006	Jun 30, 2024
JPMORGAN CHASE & CO	0.73%	0.02%	2,122,812	-332,264	-13.53%	190,246,485	Jun 30, 2024
PEAK6 INVESTMENTS LLC	0.07%	0.05%	201,900	-329,100	-61.98%	18,094,278	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.02%	0.02%	46,071	-310,679	-87.09%	4,109,994	Jun 30, 2024
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.03%	0.01%	75,415	-224,970	-74.89%	6,758,693	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	-	-	-	-183,185	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	0.03%	0.16%	85,500	-179,100	-67.69%	7,662,510	Jun 30, 2024
HEITMAN REAL ESTATE SECURITIES LLC	0.26%	4.34%	765,561	-173,772	-18.50%	68,609,577	Jun 30, 2024
CROSSMARK GLOBAL HOLDINGS, INC.	0.02%	0.11%	66,360	-173,529	-72.34%	5,947,000	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	0.25%	0.06%	731,515	-165,475	-18.45%	65,558,374	Jun 30, 2024
CANDRIAM S.C.A.	0.01%	0.01%	26,080	-162,368	-86.16%	2,337,181	Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC	0.00%	0.00%	2,124	-156,126	-98.66%	190,000	Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC	0.09%	0.02%	249,420	-147,616	-37.18%	22,353,020	Jun 30, 2024
EPOCH INVESTMENT PARTNERS, INC.	0.54%	0.65%	1,579,482	-106,736	-6.33%	141,553,176	Jun 30, 2024

As of Jun 30 2024, Iron Mountain's biggest institutional seller is UBS ASSET MANAGEMENT AMERICAS INC. The company sold -1.04M shares of IRM, valued at $44.61M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NORGES BANK	1.11%	0.04%	3,238,615	3,238,615	100.00%	290,244,676	Jun 30, 2024
APG ASSET MANAGEMENT US INC.	0.14%	0.21%	400,000	400,000	100.00%	35,876,000	Jun 30, 2024
STRATEGIC FINANCIAL CONCEPTS, LLC	0.08%	0.00%	233,251	233,251	100.00%	2,303,000	Jun 30, 2024
MORAN WEALTH MANAGEMENT, LLC	0.08%	0.66%	224,603	224,603	100.00%	20,128,921	Jun 30, 2024
NIPPON LIFE GLOBAL INVESTORS AMERICAS, INC.	0.05%	0.58%	145,600	145,600	100.00%	13,133,848	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.05%	0.19%	136,200	136,200	100.00%	12,206,244	Jun 30, 2024
VARMA MUTUAL PENSION INSURANCE CO	0.04%	0.08%	117,238	117,238	100.00%	10,506,869	Jun 30, 2024
MINICHMACGREGOR WEALTH MANAGEMENT, LLC	0.03%	1.91%	87,373	87,373	100.00%	7,830,368	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.03%	0.04%	78,164	78,164	100.00%	7,005,058	Jun 30, 2024
VAN ECK ASSOCIATES CORP	0.02%	0.01%	44,887	44,887	100.00%	4,023,000	Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)	0.01%	0.04%	38,184	38,184	100.00%	3,422,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.01%	0.00%	32,600	32,600	100.00%	2,921,612	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	0.01%	30,115	30,115	100.00%	2,698,906	Jun 30, 2024
LEE DANNER & BASS INC	0.01%	0.17%	24,425	24,425	100.00%	2,189,000	Jun 30, 2024
MIZUHO SECURITIES USA LLC	0.01%	0.04%	22,603	22,603	100.00%	2,025,681	Jun 30, 2024
F/M INVESTMENTS LLC	0.01%	0.07%	21,260	21,260	100.00%	1,921,854	Jun 30, 2024
DAI-ICHI LIFE INSURANCE COMPANY, LTD	0.01%	0.04%	18,314	18,314	100.00%	1,641,301	Jun 30, 2024
LMR PARTNERS LLP	0.01%	0.01%	16,127	16,127	100.00%	1,445,302	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.01%	0.00%	15,800	15,800	100.00%	1,415,996	Jun 30, 2024
CHOREO, LLC	0.01%	0.02%	15,134	15,134	100.00%	1,357,335	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.01%	0.22%	14,866	14,866	100.00%	1,332,330	Jun 30, 2024
PERPETUAL LTD	0.00%	0.01%	12,980	12,980	100.00%	1,163,268	Jun 30, 2024
KESSLER INVESTMENT GROUP, LLC	0.00%	0.60%	12,330	12,330	100.00%	1,105,015	Jun 30, 2024
M HOLDINGS SECURITIES, INC.	0.00%	0.14%	12,162	12,162	100.00%	1,090,000	Jun 30, 2024
DELTA CAPITAL MANAGEMENT LLC	0.00%	0.64%	11,810	11,810	100.00%	1,058,000	Jun 30, 2024
AXXCESS WEALTH MANAGEMENT, LLC	0.00%	0.03%	11,639	11,639	100.00%	1,043,088	Jun 30, 2024
VERSOR INVESTMENTS LP	0.00%	0.18%	11,100	11,100	100.00%	994,782	Jun 30, 2024
FLPUTNAM INVESTMENT MANAGEMENT CO	0.00%	0.02%	10,995	10,995	100.00%	985,372	Jun 30, 2024
OMERS ADMINISTRATION CORP	0.00%	0.01%	10,119	10,119	100.00%	906,865	Jun 30, 2024
MGO ONE SEVEN LLC	0.00%	0.04%	9,763	9,763	100.00%	874,942	Jun 30, 2024
GOLDEN STATE EQUITY PARTNERS	0.00%	0.10%	5,415	5,415	100.00%	485,292	Jun 30, 2024
SECURE ASSET MANAGEMENT, LLC	0.00%	0.09%	5,035	5,035	100.00%	451,258	Jun 30, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC	0.00%	0.00%	4,367	4,367	100.00%	391,371	Jun 30, 2024
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT	0.00%	0.03%	4,225	4,225	100.00%	378,645	Jun 30, 2024
TRUE VISION MN LLC	0.00%	0.24%	4,061	4,061	100.00%	366,586	Jun 30, 2024
HARTFORD FUNDS MANAGEMENT CO LLC	0.00%	0.03%	4,044	4,044	100.00%	362,438	Jun 30, 2024
ONEASCENT WEALTH MANAGEMENT LLC	0.00%	0.17%	3,589	3,589	100.00%	323,000	Jun 30, 2024
CHICAGO PARTNERS INVESTMENT GROUP LLC	0.00%	0.01%	3,287	3,287	100.00%	332,961	Jun 30, 2024
AMERICAN INVESTMENT SERVICES, INC.	0.00%	0.05%	3,103	3,103	100.00%	278,091	Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.	0.00%	0.05%	3,072	3,072	100.00%	275,313	Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC	0.00%	0.02%	2,980	2,980	100.00%	267,068	Jun 30, 2024
CHARTER OAK CAPITAL MANAGEMENT, LLC	0.00%	0.03%	2,915	2,915	100.00%	261,243	Jun 30, 2024
KEYSTONE FINANCIAL GROUP	0.00%	0.09%	2,851	2,851	100.00%	255,472	Jun 30, 2024
KOVACK ADVISORS, INC.	0.00%	0.03%	2,824	2,824	100.00%	253,091	Jun 30, 2024
ARKADIOS WEALTH ADVISORS	0.00%	0.02%	2,654	2,654	100.00%	237,851	Jun 30, 2024
PREMIER PATH WEALTH PARTNERS, LLC	0.00%	0.04%	2,609	2,609	100.00%	233,819	Jun 30, 2024
WEDMONT PRIVATE CAPITAL	0.00%	0.02%	2,604	2,604	100.00%	249,682	Jun 30, 2024
1858 WEALTH MANAGEMENT, LLC	0.00%	0.19%	2,532	2,532	100.00%	226,918	Jun 30, 2024
PROSPERA FINANCIAL SERVICES INC	0.00%	0.01%	2,523	2,523	100.00%	226,186	Jun 30, 2024
FIELDER CAPITAL GROUP LLC	0.00%	0.08%	2,422	2,422	100.00%	217,086	Jun 30, 2024
BRISTLECONE ADVISORS, LLC	0.00%	0.02%	2,404	2,404	100.00%	215,447	Jun 30, 2024
GIRARD PARTNERS LTD.	0.00%	0.02%	2,389	2,389	100.00%	214,102	Jun 30, 2024
MISSION WEALTH MANAGEMENT, LP	0.00%	0.01%	2,371	2,371	100.00%	212,490	Jun 30, 2024
MAIN STREET FINANCIAL SOLUTIONS, LLC	0.00%	0.02%	2,325	2,325	100.00%	208,344	Jun 30, 2024
BEDEL FINANCIAL CONSULTING, INC.	0.00%	0.03%	2,307	2,307	100.00%	206,743	Jun 30, 2024
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC	0.00%	0.01%	2,305	2,305	100.00%	206,574	Jun 30, 2024
GOOD LIFE ADVISORS, LLC	0.00%	0.02%	2,294	2,294	100.00%	205,597	Jun 30, 2024
AUSDAL FINANCIAL PARTNERS, INC.	0.00%	0.02%	2,288	2,288	100.00%	205,008	Jun 30, 2024
MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.00%	0.03%	2,255	2,255	100.00%	202,092	Jun 30, 2024
FOSTER DYKEMA CABOT & PARTNERS, LLC	0.00%	0.02%	2,249	2,249	100.00%	201,555	Jun 30, 2024
MAYFLOWER FINANCIAL ADVISORS, LLC	0.00%	0.03%	2,234	2,234	100.00%	200,211	Jun 30, 2024
MAIA WEALTH LLC	0.00%	0.06%	2,202	2,202	100.00%	215,388	Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC	0.00%	0.01%	1,619	1,619	100.00%	145,095	Jun 30, 2024
ORG PARTNERS LLC	0.00%	0.02%	1,609	1,609	100.00%	144,443,000	Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC	0.00%	0.08%	1,245	1,245	100.00%	111,577	Jun 30, 2024
PITTENGER & ANDERSON INC	0.00%	0.00%	1,125	1,125	100.00%	100,823	Jun 30, 2024
	0.00%	0.04%	811	811	100.00%	73,209	Jun 30, 2024
OLIVER LAGORE VANVALIN INVESTMENT GROUP	0.00%	0.02%	785	785	100.00%	70,352	Jun 30, 2024
GLOBAL X JAPAN CO., LTD.	0.00%	0.01%	701	701	100.00%	62,824	Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP	0.00%	0.00%	631	631	100.00%	56,576	Jun 30, 2024
FAMILY FIRM, INC.	0.00%	0.01%	499	499	100.00%	44,696	Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.00%	0.01%	400	400	100.00%	35,848	Jun 30, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	0.00%	0.00%	355	355	100.00%	35,493	Jun 30, 2024
GODSEY & GIBB, INC	0.00%	0.00%	325	325	100.00%	29,127	Jun 30, 2024
FINANCIAL NETWORK WEALTH ADVISORS LLC	0.00%	0.02%	284	284	100.00%	25,452	Jun 30, 2024
OPAL WEALTH ADVISORS, LLC	0.00%	0.01%	236	236	100.00%	21,151	Jun 30, 2024
ELEQUIN SECURITIES, LLC	0.00%	0.01%	211	211	100.00%	18,910	Jun 30, 2024
GREAT LAKES RETIREMENT, INC.	0.00%	0.00%	162	162	100.00%	14,624	Jun 30, 2024
MEEDER ASSET MANAGEMENT INC	0.00%	0.00%	155	155	100.00%	13,891	Jun 30, 2024
WETZEL INVESTMENT ADVISORS, INC.	-	0.01%	143	143	100.00%	11,470	Jun 30, 2024
GRADIENT INVESTMENTS LLC	-	0.00%	131	131	100.00%	11,740	Jun 30, 2024
MARK SHEPTOFF FINANCIAL PLANNING, LLC	-	0.01%	123	123	100.00%	11,023	Jun 30, 2024
MFA WEALTH ADVISORS, LLC	-	0.00%	100	100	100.00%	8,962	Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC	-	0.00%	88	88	100.00%	7,887	Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC	-	0.00%	25	25	100.00%	2,241	Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC	-	0.00%	18	18	100.00%	1,444	Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC	-	0.00%	16	16	100.00%	1,670	Jun 30, 2024
STRENGTHENING FAMILIES & COMMUNITIES, LLC	-	0.00%	15	15	100.00%	1,000	Jun 30, 2024
RUEDI WEALTH MANAGEMENT, INC.	-	0.00%	11	11	100.00%	986	Jun 30, 2024
VISIONPOINT ADVISORY GROUP, LLC	-	0.00%	10	10	100.00%	896	Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC	-	0.00%	4	4	100.00%	358	Jun 30, 2024
	-	0.00%	4	4	100.00%	358	Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	-	-	2	2	100.00%	179	Jun 30, 2024

Iron Mountain's largest new institutional shareholder by number of shares is NORGES BANK, purchased 3.24M shares, valued at $290.24M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
POINT72 ASSET MANAGEMENT, L.P.	-	-	-	-833,604	-100.00%	-	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	-	-	-	-183,185	-100.00%	-	Jun 30, 2024
MASON & ASSOCIATES, LLC	-	-	-	-95,114	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-78,997	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-70,388	-100.00%	-	Jun 30, 2024
POINT72 (DIFC) LTD	-	-	-	-60,791	-100.00%	-	Jun 30, 2024
TWO SIGMA INVESTMENTS, LP	-	-	-	-45,856	-100.00%	-	Jun 30, 2024
CENTIVA CAPITAL, LP	-	-	-	-35,604	-100.00%	-	Jun 30, 2024
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	-	-	-	-35,000	-100.00%	-	Jun 30, 2024
DOUBLELINE ETF ADVISER LP	-	-	-	-22,428	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-20,792	-100.00%	-	Jun 30, 2024
LINCOLN NATIONAL CORP	-	-	-	-16,961	-100.00%	-	Jun 30, 2024
CHILDRESS CAPITAL ADVISORS, LLC	-	-	-	-13,020	-100.00%	-	Jun 30, 2024
TOMPKINS FINANCIAL CORP	-	-	-	-12,000	-100.00%	-	Jun 30, 2024
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	-	-	-	-10,700	-100.00%	-	Jun 30, 2024
SAVOIE CAPITAL LLC	-	-	-	-10,545	-100.00%	-	Jun 30, 2024
HARTLINE INVESTMENT CORP/	-	-	-	-9,544	-100.00%	-	Jun 30, 2024
NORDEN GROUP LLC	-	-	-	-8,190	-100.00%	-	Jun 30, 2024
ACCUVEST GLOBAL ADVISORS	-	-	-	-6,473	-100.00%	-	Jun 30, 2024
CADENCE BANK	-	-	-	-5,318	-100.00%	-	Jun 30, 2024
CHOATE INVESTMENT ADVISORS	-	-	-	-5,107	-100.00%	-	Jun 30, 2024
PRIVATE PORTFOLIO PARTNERS LLC	-	-	-	-5,030	-100.00%	-	Jun 30, 2024
ADVISORS PREFERRED, LLC	-	-	-	-4,951	-100.00%	-	Jun 30, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC	-	-	-	-4,617	-100.00%	-	Jun 30, 2024
TWINBEECH CAPITAL LP	-	-	-	-4,210	-100.00%	-	Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	-	-	-	-4,200	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-3,892	-100.00%	-	Jun 30, 2024
GTS SECURITIES LLC	-	-	-	-3,421	-100.00%	-	Jun 30, 2024
BTC CAPITAL MANAGEMENT, INC.	-	-	-	-3,403	-100.00%	-	Jun 30, 2024
MAVERICK CAPITAL LTD	-	-	-	-3,363	-100.00%	-	Jun 30, 2024
CREATIVEONE WEALTH, LLC	-	-	-	-3,117	-100.00%	-	Jun 30, 2024
OAK THISTLE LLC	-	-	-	-3,039	-100.00%	-	Jun 30, 2024
DOUGLAS LANE & ASSOCIATES, LLC	-	-	-	-2,944	-100.00%	-	Jun 30, 2024
MISSION CREEK CAPITAL PARTNERS, INC.	-	-	-	-2,914	-100.00%	-	Jun 30, 2024
BOOTHBAY FUND MANAGEMENT, LLC	-	-	-	-2,864	-100.00%	-	Jun 30, 2024
XML FINANCIAL, LLC	-	-	-	-2,791	-100.00%	-	Jun 30, 2024
BRADLEY FOSTER & SARGENT INC/CT	-	-	-	-2,751	-100.00%	-	Jun 30, 2024
HBK SORCE ADVISORY LLC	-	-	-	-2,702	-100.00%	-	Jun 30, 2024
PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC	-	-	-	-2,581	-100.00%	-	Jun 30, 2024
CARDIFF PARK ADVISORS, LLC	-	-	-	-2,578	-100.00%	-	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	-	-	-	-2,407	-100.00%	-	Jun 30, 2024
CAAS CAPITAL MANAGEMENT LP	-	-	-	-2,300	-100.00%	-	Jun 30, 2024
FIRST MANHATTAN CO. LLC.	-	-	-	-1,995	-100.00%	-	Jun 30, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH	-	-	-	-1,857	-100.00%	-	Jun 30, 2024
TOBAM	-	-	-	-1,774	-100.00%	-	Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC	-	-	-	-471	-100.00%	-	Jun 30, 2024
WALLEYE CAPITAL LLC	-	-	-	-356	-100.00%	-	Jun 30, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION	-	-	-	-292	-100.00%	-	Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC	-	-	-	-290	-100.00%	-	Jun 30, 2024
CLEAR STREET MARKETS LLC	-	-	-	-200	-100.00%	-	Jun 30, 2024
PIN OAK INVESTMENT ADVISORS INC	-	-	-	-174	-100.00%	-	Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.	-	-	-	-164	-100.00%	-	Jun 30, 2024
OPTIVER HOLDING B.V.	-	-	-	-152	-100.00%	-	Jun 30, 2024
MOORS & CABOT, INC.	-	-	-	-100	-100.00%	-	Jun 30, 2024
MCILRATH & ECK, LLC	-	-	-	-100	-100.00%	-	Jun 30, 2024
NEW COVENANT TRUST COMPANY, N.A.	-	-	-	-98	-100.00%	-	Jun 30, 2024
CORE WEALTH ADVISORS, INC.	-	-	-	-43	-100.00%	-	Jun 30, 2024
COLONIAL TRUST ADVISORS	-	-	-	-30	-100.00%	-	Jun 30, 2024
NORTHWEST INVESTMENT COUNSELORS, LLC	-	-	-	-22	-100.00%	-	Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.	-	-	-	-1	-100.00%	-	Jun 30, 2024
QUEST PARTNERS LLC	-	-	-	-1	-100.00%	-	Jun 30, 2024

Iron Mountain's largest sold out institutional shareholder by shares sold is POINT72 ASSET MANAGEMENT, L.P., sold -0.83M shares, valued at -, as of undefined.

Iron Mountain Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PARNASSUS FUNDS	30.31%	45,446,369	-	-	Mar 31, 2024
PARNASSUS INCOME FUNDS	28.81%	166,516,637	-	-	Mar 31, 2024
HSBC FUNDS	10.16%	328,000	-	-	Jan 31, 2024
VICTORY VARIABLE INSURANCE FUNDS	2.95%	1,512,000	-	-	Mar 31, 2024
HSBC FUNDS	2.42%	78,000	-	-	Jan 31, 2024
COHEN & STEERS REALTY SHARES INC	2.36%	3,097,825	2,093,383	208.41%	Dec 31, 2023
COHEN & STEERS REAL ESTATE SECURITIES FUND INC	2.22%	4,103,562	3,013,793	276.55%	Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV	2.05%	2,387,000	-	-	Mar 28, 2024
COHEN & STEERS INSTITUTIONAL REALTY SHARES INC	1.78%	3,561,127	2,454,312	221.75%	Dec 31, 2023
Virtus Artificial Intelligence & Technology Opportunities Fund	1.77%	7,000,000	-	-	Jan 31, 2024
NICHOLAS HIGH INCOME FUND, INC.	1.65%	1,500,000	-	-	Jun 30, 2020
Eaton Vance Floating-Rate Income Plus Fund	1.48%	195,000	-	-	May 31, 2021
Delaware Ivy High Income Opportunities Fund	1.42%	3,255,000	-	-	Dec 30, 2022
KAVILCO INC/WA/	1.32%	9,600	9,600	-	Mar 31, 2021
Pacific Global ETF Trust	1.23%	400,000	-	-	Sep 30, 2021
ANCORA TRUST	1.18%	250,000	-	-	Mar 31, 2024
Procure ETF Trust I	1.13%	395	-229	-36.70%	Jan 31, 2022
PIONEER REAL ESTATE SHARES	1.08%	41,357	2,133	5.44%	Mar 31, 2023
AQUILA FUNDS TRUST	1.06%	1,000,000	-	-	Mar 28, 2024
AMG Funds II	1.00%	446,000	-	-	Mar 28, 2024
ADVENT CONVERTIBLE & INCOME FUND	0.94%	3,218,000	-	-	Jan 31, 2024
Guggenheim Credit Allocation Fund	0.80%	1,500,000	-	-	Aug 31, 2021
ADVENT CONVERTIBLE & INCOME FUND	0.77%	2,644,000	-	-	Jan 31, 2024
Emles Trust	0.76%	84,000	-	-	Sep 30, 2022
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC	0.76%	200,000	-105,000	-34.43%	Feb 28, 2023
AMG FUNDS III	0.74%	3,850,000	-	-	Mar 28, 2024
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC	0.74%	60,713	-16,044	-20.90%	Jan 31, 2024
Manager Directed Portfolios	0.72%	118,344	-	-	Jan 31, 2024
Natixis ETF Trust	0.71%	145,000	-	-	Mar 31, 2024
Eaton Vance Tax-Managed Buy-Write Strategy Fund	0.71%	8,019	-1,337	-14.29%	Mar 31, 2023
PARNASSUS INCOME FUNDS	0.69%	4,000,000	-	-	Mar 31, 2024
SARATOGA ADVANTAGE TRUST	0.64%	39,200	-	-	Feb 29, 2024
Emles Trust	0.63%	70,000	-	-	Sep 30, 2022
Emles Trust	0.56%	62,000	-	-	Sep 30, 2022
Insight Select Income Fund	0.56%	1,078,000	-	-	Mar 28, 2024
Delaware Enhanced Global Dividend & Income Fund	0.54%	200,000	-365,000	-64.60%	Feb 28, 2023
DELAWARE VIP TRUST	0.53%	1,919,579	-	-	Mar 28, 2024
John Hancock Hedged Equity & Income Fund	0.49%	75,000	-	-	Mar 31, 2024
PIONEER MID CAP VALUE FUND	0.49%	85,712	-	-	Jan 31, 2024
Thornburg Income Builder Opportunities Trust	0.47%	3,000,000	-	-	Mar 31, 2024
Invesco High Income Trust II	0.46%	524,000	-	-	Feb 29, 2024
BNY MELLON HIGH YIELD STRATEGIES FUND	0.46%	1,240,000	1,240,000	-	Mar 31, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC	0.46%	25,900	-	-	Feb 29, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND	0.44%	300,000	-	-	Jan 31, 2024
ALLSPRING INCOME OPPORTUNITIES FUND	0.44%	2,870,000	-	-	Jan 31, 2024
SCM Trust	0.42%	1,250,000	-	-	Dec 31, 2023
SCM Trust	0.42%	1,250,000	-	-	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	0.39%	201,703	-	-	Mar 31, 2024
DELAWARE VIP TRUST	0.38%	1,375,000	-	-	Mar 28, 2024
Nuveen Real Asset Income & Growth Fund	0.38%	987,405	-	-	Mar 31, 2024
DELAWARE POOLED TRUST	0.37%	395,000	-	-	Jan 31, 2024
PARNASSUS INCOME FUNDS	0.37%	2,132,875	-	-	Mar 31, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND	0.36%	185,000	-	-	Feb 29, 2024
COHEN & STEERS GLOBAL REALTY SHARES, INC	0.35%	414,209	414,209	-	Dec 31, 2023
RBB Fund Trust	0.35%	340,000	-	-	Feb 29, 2024
GUGGENHEIM STRATEGIC OPPORTUNITIES FUND	0.34%	6,500,000	-	-	Feb 29, 2024
AMG Funds IV	0.34%	1,040,000	-	-	Jan 31, 2024
Ares Dynamic Credit Allocation Fund, Inc.	0.34%	2,000,000	-	-	Mar 31, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND	0.34%	230,000	-	-	Jan 31, 2024
Eaton Vance Tax-Managed Buy-Write Income Fund	0.34%	10,704	-3,428	-24.26%	Mar 31, 2024
ALLSPRING INCOME OPPORTUNITIES FUND	0.33%	2,175,000	-	-	Jan 31, 2024
Eaton Vance Tax-Managed Buy-Write Opportunities Fund	0.33%	38,019	-	-	Mar 31, 2024
Nuveen Real Asset Income & Growth Fund	0.32%	850,000	-	-	Mar 31, 2024
RBB Fund Trust	0.32%	315,000	-	-	Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV	0.32%	374,045	-	-	Mar 28, 2024
Invesco High Income Trust II	0.31%	357,000	-	-	Feb 29, 2024
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.	0.31%	380,000	-	-	Aug 31, 2023
Blackstone Senior Floating Rate Term Fund	0.31%	902,000	-	-	Mar 31, 2024
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.	0.30%	450,000	-	-	Mar 31, 2024
DELAWARE GROUP GOVERNMENT FUND	0.30%	1,295,000	-	-	Jan 31, 2024
JANUS ASPEN SERIES	0.29%	12,762,000	-	-	Dec 31, 2023
DEUTSCHE DWS VARIABLE SERIES I	0.29%	105,000	-	-	Mar 31, 2024
Virtus Global Multi-Sector Income Fund	0.29%	450,000	-	-	Feb 29, 2024
ABERDEEN INVESTMENT FUNDS	0.28%	420,000	-	-	Oct 31, 2021
JOHN HANCOCK INVESTORS TRUST	0.28%	815,000	-	-	Jan 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST	0.27%	222,000	-	-	Mar 31, 2024
BLACKROCK SUSTAINABLE BALANCED FUND, INC.	0.27%	1,949,000	-	-	Feb 29, 2024
PROFESSIONALLY MANAGED PORTFOLIOS	0.27%	20,000,000	-	-	Feb 29, 2024
BRANDES INVESTMENT TRUST	0.26%	3,627,228	-	-	Mar 28, 2024
Guggenheim Active Allocation Fund	0.26%	1,600,000	-	-	Feb 29, 2024
PARNASSUS INCOME FUNDS	0.26%	1,500,000	-	-	Mar 31, 2024
PARNASSUS INCOME FUNDS	0.26%	1,500,000	-	-	Mar 31, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS	0.26%	5,901	-	-	Dec 29, 2023
MFS INTERMEDIATE HIGH INCOME FUND	0.25%	130,000	-	-	Feb 29, 2024
Pioneer Floating Rate Fund, Inc.	0.25%	496,212	-	-	Feb 29, 2024
Voya Global Advantage & Premium Opportunity Fund	0.24%	15,157	-	-	Feb 29, 2024
ALLSPRING UTILITIES & HIGH INCOME FUND	0.24%	125,000	-	-	Feb 29, 2024
DELAWARE POOLED TRUST	0.23%	241,000	-	-	Jan 31, 2024
BNY MELLON HIGH YIELD STRATEGIES FUND	0.23%	610,000	-	-	Mar 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND	0.22%	45,634	-	-	Feb 29, 2024
Franklin High Income Trust	0.22%	6,400,000	-	-	Mar 31, 2024
COHEN & STEERS TOTAL RETURN REALTY FUND INC	0.22%	97,503	32,139	49.17%	Dec 31, 2023
Virtus Investment Trust	0.22%	7,535,000	-	-	Mar 28, 2024
Global Beta ETF Trust	0.22%	605	317	110.07%	May 31, 2022
VANGUARD SPECIALIZED FUNDS	0.21%	11,787,214	-236,822	-1.97%	Jan 31, 2024
Guggenheim Credit Allocation Fund	0.20%	375,000	-	-	Aug 31, 2021
MFS SPECIAL VALUE TRUST	0.20%	40,000	-	-	Jan 31, 2024
Pioneer Series Trust VI	0.20%	1,055,301	-	-	Jan 31, 2024
Virtus Total Return Fund Inc.	0.20%	385,000	-	-	Feb 29, 2024
DEUTSCHE DWS PORTFOLIO TRUST	0.20%	915,000	-	-	Jan 31, 2024

Iron Mountain's largest mutual fund holder by % of total assets is "PARNASSUS FUNDS", owning 45.45M shares, compromising 30.31% of its total assets.

Iron Mountain Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	571	-40.27%
31 Mar, 24	956	5.52%
31 Dec, 23	906	7.47%
30 Sep, 23	843	1.08%
30 Jun, 23	834	3.99%
31 Mar, 23	802	-0.12%
31 Dec, 22	803	5.66%
30 Sep, 22	760	-2.94%
30 Jun, 22	783	-1.39%
31 Mar, 22	794	2.45%
31 Dec, 21	775	6.02%
30 Sep, 21	731	3.10%
30 Jun, 21	709	9.24%
31 Mar, 21	649	2.04%
31 Dec, 20	636	3.75%
30 Sep, 20	613	3.90%
30 Jun, 20	590	4.98%
31 Mar, 20	562	-6.95%
31 Dec, 19	604	9.03%
30 Sep, 19	554	-
30 Jun, 19	554	-0.72%
31 Mar, 19	558	11.38%
31 Dec, 18	501	-4.39%
30 Sep, 18	524	4.80%
30 Jun, 18	500	1.83%
31 Mar, 18	491	-0.41%
31 Dec, 17	493	16.27%
30 Sep, 17	424	4.95%
30 Jun, 17	404	3.32%
31 Mar, 17	391	-0.76%
31 Dec, 16	394	-1.01%
30 Sep, 16	398	-1.00%
30 Jun, 16	402	11.98%
31 Mar, 16	359	2.87%
31 Dec, 15	349	5.12%
30 Sep, 15	332	-6.48%
30 Jun, 15	355	2.90%
31 Mar, 15	345	978.13%
31 Dec, 14	32	3100.00%
30 Sep, 14	1	-
31 Mar, 14	2	100.00%
31 Dec, 13	1	-
30 Sep, 11	1	-

As of 30 Jun 24, 571 institutions are holding Iron Mountain's shares, representing a decrease of -40.27% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	50,226,422	-78.53%
31 Mar, 24	233,964,849	0.32%
31 Dec, 23	233,212,978	3.17%
30 Sep, 23	226,047,140	0.89%
30 Jun, 23	224,042,538	-0.35%
31 Mar, 23	224,821,676	-1.45%
31 Dec, 22	228,136,050	1.02%
30 Sep, 22	225,824,516	1.04%
30 Jun, 22	223,499,313	-0.08%
31 Mar, 22	223,686,095	-1.48%
31 Dec, 21	227,055,879	-0.46%
30 Sep, 21	228,104,238	0.25%
30 Jun, 21	227,535,204	0.54%
31 Mar, 21	226,315,461	-2.09%
31 Dec, 20	231,143,913	-4.35%
30 Sep, 20	241,667,133	-1.54%
30 Jun, 20	245,458,670	-0.45%
31 Mar, 20	246,566,941	2.19%
31 Dec, 19	241,281,300	-0.16%
30 Sep, 19	241,668,210	-3.13%
30 Jun, 19	249,466,408	-2.12%
31 Mar, 19	254,881,270	-0.54%
31 Dec, 18	256,259,907	0.63%
30 Sep, 18	254,654,161	1.96%
30 Jun, 18	249,765,057	-0.55%
31 Mar, 18	251,144,922	-1.04%
31 Dec, 17	253,787,195	6.95%
30 Sep, 17	237,295,787	2.49%
30 Jun, 17	231,524,682	1.42%
31 Mar, 17	228,279,119	4.75%
31 Dec, 16	217,933,745	0.84%
30 Sep, 16	216,123,821	0.91%
30 Jun, 16	214,181,175	5.06%
31 Mar, 16	203,857,092	0.27%
31 Dec, 15	203,305,638	-0.90%
30 Sep, 15	205,155,164	1.48%
30 Jun, 15	202,154,454	2.93%
31 Mar, 15	196,393,660	189.36%
31 Dec, 14	67,872,024	2019.20%
30 Sep, 14	3,202,724	-
31 Mar, 14	121,496	20.57%
31 Dec, 13	100,769	-
30 Sep, 11	12,728	-

Iron Mountain (IRM) has 50.23M shares outstanding as of 30 Jun 24, down -78.53% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	17.16%	0.27%
31 Mar, 24	79.92%	1.25%
31 Dec, 23	79.89%	1.33%
30 Sep, 23	77.37%	1.31%
30 Jun, 23	76.77%	1.29%
31 Mar, 23	77.14%	1.25%
31 Dec, 22	78.45%	1.30%
30 Sep, 22	77.62%	1.31%
30 Jun, 22	76.87%	1.29%
31 Mar, 22	77.05%	1.26%
31 Dec, 21	78.28%	1.26%
30 Sep, 21	78.72%	1.27%
30 Jun, 21	78.66%	1.28%
31 Mar, 21	78.38%	1.22%
31 Dec, 20	80.14%	1.14%
30 Sep, 20	83.79%	1.15%
30 Jun, 20	85.21%	1.16%
31 Mar, 20	85.66%	1.21%
31 Dec, 19	83.99%	1.19%
30 Sep, 19	84.16%	1.11%
30 Jun, 19	86.94%	1.10%
31 Mar, 19	88.96%	1.11%
31 Dec, 18	89.63%	1.13%
30 Sep, 18	88.99%	1.17%
30 Jun, 18	87.34%	1.13%
31 Mar, 18	88.04%	1.06%
31 Dec, 17	91.24%	1.14%
30 Sep, 17	89.48%	1.17%
30 Jun, 17	87.63%	1.17%
31 Mar, 17	86.52%	1.10%
31 Dec, 16	88.53%	1.31%
30 Sep, 16	82.09%	1.09%
30 Jun, 16	86.93%	0.94%
31 Mar, 16	96.37%	1.04%
31 Dec, 15	96.26%	1.02%
30 Sep, 15	97.27%	1.06%
30 Jun, 15	95.94%	1.10%
31 Mar, 15	93.42%	8.40%
31 Dec, 14	33.35%	1215.70%
30 Sep, 14	1.66%	-
31 Mar, 14	0.06%	2272.92%
31 Dec, 13	0.05%	-
30 Sep, 11	0.01%	-

As of 30 Jun 24, Iron Mountain is held by 17.16% institutional shareholders, representing a 0.27% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	235	-45.60%
31 Mar, 24	432	5.62%
31 Dec, 23	409	9.07%
30 Sep, 23	375	0.54%
30 Jun, 23	373	-0.53%
31 Mar, 23	375	-3.85%
31 Dec, 22	390	12.07%
30 Sep, 22	348	-8.90%
30 Jun, 22	382	-1.55%
31 Mar, 22	388	-1.02%
31 Dec, 21	392	14.62%
30 Sep, 21	342	-6.30%
30 Jun, 21	365	10.61%
31 Mar, 21	330	-4.07%
31 Dec, 20	344	10.61%
30 Sep, 20	311	6.51%
30 Jun, 20	292	5.04%
31 Mar, 20	278	-16.52%
31 Dec, 19	333	17.67%
30 Sep, 19	283	-2.08%
30 Jun, 19	289	-3.34%
31 Mar, 19	299	30.00%
31 Dec, 18	230	-7.26%
30 Sep, 18	248	11.71%
30 Jun, 18	222	-11.20%
31 Mar, 18	250	-13.79%
31 Dec, 17	290	26.64%
30 Sep, 17	229	13.93%
30 Jun, 17	201	9.24%
31 Mar, 17	184	-9.80%
31 Dec, 16	204	3.55%
30 Sep, 16	197	-26.49%
30 Jun, 16	268	61.45%
31 Mar, 16	166	-5.68%
31 Dec, 15	176	17.33%
30 Sep, 15	150	-6.83%
30 Jun, 15	161	-49.05%
31 Mar, 15	316	919.35%
31 Dec, 14	31	3000.00%
30 Sep, 14	1	-
31 Mar, 14	2	100.00%
31 Dec, 13	1	-
30 Sep, 11	1	-

235 institutional shareholders have increased their position in IRM stock as of 30 Jun 24 compared to 432 in the previous quarter (a -45.60% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	213	-35.26%
31 Mar, 24	329	-4.64%
31 Dec, 23	345	12.01%
30 Sep, 23	308	8.83%
30 Jun, 23	283	10.12%
31 Mar, 23	257	2.39%
31 Dec, 22	251	-1.18%
30 Sep, 22	254	0.79%
30 Jun, 22	252	-5.26%
31 Mar, 22	266	12.24%
31 Dec, 21	237	-4.82%
30 Sep, 21	249	15.28%
30 Jun, 21	216	0.47%
31 Mar, 21	215	17.49%
31 Dec, 20	183	-6.15%
30 Sep, 20	195	3.72%
30 Jun, 20	188	7.43%
31 Mar, 20	175	8.02%
31 Dec, 19	162	8.00%
30 Sep, 19	150	-4.46%
30 Jun, 19	157	5.37%
31 Mar, 19	149	-8.02%
31 Dec, 18	162	1.89%
30 Sep, 18	159	-1.85%
30 Jun, 18	162	6.58%
31 Mar, 18	152	36.94%
31 Dec, 17	111	-1.77%
30 Sep, 17	113	-3.42%
30 Jun, 17	117	-4.88%
31 Mar, 17	123	1.65%
31 Dec, 16	121	1.68%
30 Sep, 16	119	83.08%
30 Jun, 16	65	-49.61%
31 Mar, 16	129	19.44%
31 Dec, 15	108	-6.90%
30 Sep, 15	116	-13.43%
30 Jun, 15	134	930.77%
31 Mar, 15	13	-
31 Dec, 14	-	-
30 Sep, 14	-	-
31 Mar, 14	-	-
31 Dec, 13	-	-
30 Sep, 11	-	-

213 institutional shareholders have reduced their position in IRM stock as of 30 Jun 24 compared to 329 in the previous quarter (a -35.26% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	571	-40.27%	50,226,422	-78.53%	17.16%	0.27%	235	-45.60%	213	-35.26%
31 Mar, 24	956	5.52%	233,964,849	0.32%	79.92%	1.25%	432	5.62%	329	-4.64%
31 Dec, 23	906	7.47%	233,212,978	3.17%	79.89%	1.33%	409	9.07%	345	12.01%
30 Sep, 23	843	1.08%	226,047,140	0.89%	77.37%	1.31%	375	0.54%	308	8.83%
30 Jun, 23	834	3.99%	224,042,538	-0.35%	76.77%	1.29%	373	-0.53%	283	10.12%
31 Mar, 23	802	-0.12%	224,821,676	-1.45%	77.14%	1.25%	375	-3.85%	257	2.39%
31 Dec, 22	803	5.66%	228,136,050	1.02%	78.45%	1.30%	390	12.07%	251	-1.18%
30 Sep, 22	760	-2.94%	225,824,516	1.04%	77.62%	1.31%	348	-8.90%	254	0.79%
30 Jun, 22	783	-1.39%	223,499,313	-0.08%	76.87%	1.29%	382	-1.55%	252	-5.26%
31 Mar, 22	794	2.45%	223,686,095	-1.48%	77.05%	1.26%	388	-1.02%	266	12.24%
31 Dec, 21	775	6.02%	227,055,879	-0.46%	78.28%	1.26%	392	14.62%	237	-4.82%
30 Sep, 21	731	3.10%	228,104,238	0.25%	78.72%	1.27%	342	-6.30%	249	15.28%
30 Jun, 21	709	9.24%	227,535,204	0.54%	78.66%	1.28%	365	10.61%	216	0.47%
31 Mar, 21	649	2.04%	226,315,461	-2.09%	78.38%	1.22%	330	-4.07%	215	17.49%
31 Dec, 20	636	3.75%	231,143,913	-4.35%	80.14%	1.14%	344	10.61%	183	-6.15%
30 Sep, 20	613	3.90%	241,667,133	-1.54%	83.79%	1.15%	311	6.51%	195	3.72%
30 Jun, 20	590	4.98%	245,458,670	-0.45%	85.21%	1.16%	292	5.04%	188	7.43%
31 Mar, 20	562	-6.95%	246,566,941	2.19%	85.66%	1.21%	278	-16.52%	175	8.02%
31 Dec, 19	604	9.03%	241,281,300	-0.16%	83.99%	1.19%	333	17.67%	162	8.00%
30 Sep, 19	554	-	241,668,210	-3.13%	84.16%	1.11%	283	-2.08%	150	-4.46%
30 Jun, 19	554	-0.72%	249,466,408	-2.12%	86.94%	1.10%	289	-3.34%	157	5.37%
31 Mar, 19	558	11.38%	254,881,270	-0.54%	88.96%	1.11%	299	30.00%	149	-8.02%
31 Dec, 18	501	-4.39%	256,259,907	0.63%	89.63%	1.13%	230	-7.26%	162	1.89%
30 Sep, 18	524	4.80%	254,654,161	1.96%	88.99%	1.17%	248	11.71%	159	-1.85%
30 Jun, 18	500	1.83%	249,765,057	-0.55%	87.34%	1.13%	222	-11.20%	162	6.58%
31 Mar, 18	491	-0.41%	251,144,922	-1.04%	88.04%	1.06%	250	-13.79%	152	36.94%
31 Dec, 17	493	16.27%	253,787,195	6.95%	91.24%	1.14%	290	26.64%	111	-1.77%
30 Sep, 17	424	4.95%	237,295,787	2.49%	89.48%	1.17%	229	13.93%	113	-3.42%
30 Jun, 17	404	3.32%	231,524,682	1.42%	87.63%	1.17%	201	9.24%	117	-4.88%
31 Mar, 17	391	-0.76%	228,279,119	4.75%	86.52%	1.10%	184	-9.80%	123	1.65%
31 Dec, 16	394	-1.01%	217,933,745	0.84%	88.53%	1.31%	204	3.55%	121	1.68%
30 Sep, 16	398	-1.00%	216,123,821	0.91%	82.09%	1.09%	197	-26.49%	119	83.08%
30 Jun, 16	402	11.98%	214,181,175	5.06%	86.93%	0.94%	268	61.45%	65	-49.61%
31 Mar, 16	359	2.87%	203,857,092	0.27%	96.37%	1.04%	166	-5.68%	129	19.44%
31 Dec, 15	349	5.12%	203,305,638	-0.90%	96.26%	1.02%	176	17.33%	108	-6.90%
30 Sep, 15	332	-6.48%	205,155,164	1.48%	97.27%	1.06%	150	-6.83%	116	-13.43%
30 Jun, 15	355	2.90%	202,154,454	2.93%	95.94%	1.10%	161	-49.05%	134	930.77%
31 Mar, 15	345	978.13%	196,393,660	189.36%	93.42%	8.40%	316	919.35%	13	-
31 Dec, 14	32	3100.00%	67,872,024	2019.20%	33.35%	1215.70%	31	3000.00%	-	-
30 Sep, 14	1	-	3,202,724	-	1.66%	-	1	-	-	-
31 Mar, 14	2	100.00%	121,496	20.57%	0.06%	2272.92%	2	100.00%	-	-
31 Dec, 13	1	-	100,769	-	0.05%	-	1	-	-	-
30 Sep, 11	1	-	12,728	-	0.01%	-	1	-	-	-

Iron Mountain Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	MARSON DEBORAH	officer	EVP, General Counsel, Sec.	S-Sale	Sell	4,636	$107.58	$498.74K	63,286
Aug 02, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	2,866	$105.00	$300.93K	15,000
Jul 17, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	2,500	$100.00	$250.00K	17,866
Jul 10, 2024	Meaney William L	director, officer	President and CEO	S-Sale	Sell	15,875	$91.59	$1.45M	295,650
Jul 10, 2024	Meaney William L	director, officer	President and CEO	S-Sale	Sell	15,875	$92.88	$1.47M	295,650
Jun 24, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	32,384	$88.70	$2.87M	23,066

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	MARSON DEBORAH	officer	EVP, General Counsel, Sec.	S-Sale	Sell	4,636	$107.58	$498.74K	63,286
Aug 12, 2024	MARSON DEBORAH	officer	EVP, General Counsel, Sec.	M-Exempt	Sell	4,636	$38.83	$180.02K	-
Aug 08, 2024	DAUTEN KENT P	director	-	G-Gift	Sell	100,000	-	-	1,405,432
Aug 02, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	2,866	$105.00	$300.93K	15,000
Jul 17, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	2,500	$100.00	$250.00K	17,866
Jul 10, 2024	Meaney William L	director, officer	President and CEO	S-Sale	Sell	15,875	$91.59	$1.45M	295,650
Jul 10, 2024	Meaney William L	director, officer	President and CEO	S-Sale	Sell	15,875	$92.88	$1.47M	295,650
Jul 10, 2024	Meaney William L	director, officer	President and CEO	M-Exempt	Sell	15,875	$48.54	$770.54K	174,622
Jul 10, 2024	Meaney William L	director, officer	President and CEO	M-Exempt	Sell	15,875	$48.54	$770.54K	158,747
Jun 24, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	32,384	$88.70	$2.87M	23,066

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	MARSON DEBORAH	officer	EVP, General Counsel, Sec.	M-Exempt	Buy	4,636	$38.83	$180.02K	67,922
Aug 12, 2024	MARSON DEBORAH	officer	EVP, General Counsel, Sec.	S-Sale	Sell	4,636	$107.58	$498.74K	63,286
Aug 12, 2024	MARSON DEBORAH	officer	EVP, General Counsel, Sec.	M-Exempt	Sell	4,636	$38.83	$180.02K	-
Aug 08, 2024	DAUTEN KENT P	director	-	G-Gift	Sell	100,000	-	-	1,405,432
Aug 02, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	2,866	$105.00	$300.93K	15,000
Jul 24, 2024	Maciel Andre	director	-	A-Award	Buy	1,627	$100.13	$162.91K	1,627
Jul 23, 2024	Maciel Andre	director			Buy	-	-	-	-
Jul 17, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	2,500	$100.00	$250.00K	17,866
Jul 11, 2024	Simons Doyle	director	-	A-Award	Buy	358	-	-	39,484
Jul 11, 2024	Samuels Theodore R. II	director	-	A-Award	Buy	305	-	-	4,082
Jul 10, 2024	Meaney William L	director, officer	President and CEO	M-Exempt	Buy	15,875	$48.54	$770.54K	311,525
Jul 10, 2024	Meaney William L	director, officer	President and CEO	S-Sale	Sell	15,875	$91.59	$1.45M	295,650
Jul 10, 2024	Meaney William L	director, officer	President and CEO	S-Sale	Sell	15,875	$92.88	$1.47M	295,650
Jul 10, 2024	Meaney William L	director, officer	President and CEO	M-Exempt	Sell	15,875	$48.54	$770.54K	174,622
Jul 10, 2024	Meaney William L	director, officer	President and CEO	M-Exempt	Sell	15,875	$48.54	$770.54K	158,747
Jul 08, 2024	BAILEY CLARK H	director	-	A-Award	Buy	620	-	-	88,826
Jul 08, 2024	Matlock Robin	director	-	A-Award	Buy	13	-	-	1,908
Jul 08, 2024	Samuels Theodore R. II	director	-	A-Award	Buy	42	-	-	3,776
Jul 08, 2024	Simons Doyle	director	-	A-Award	Buy	273	-	-	39,126
Jun 24, 2024	Tomovcsik John	officer	EVP, Chief Operating Officer	S-Sale	Sell	32,384	$88.70	$2.87M	23,066

The last insider sell of Iron Mountain's stock was made by MARSON DEBORAH on Aug 12 2024, selling 4,636 shares at $107.58 per share (valued at $498.74K).

Iron Mountain Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	8	7	114.29%
Q2 2024	22	28	78.57%
Q1 2024	50	84	59.52%
Q4 2023	9	15	60.00%
Q3 2023	10	20	50.00%
Q2 2023	21	26	80.77%
Q1 2023	55	82	67.07%
Q4 2022	9	14	64.29%
Q3 2022	10	4	250.00%
Q2 2022	24	4	600.00%
Q1 2022	58	85	68.24%
Q4 2021	10	20	50.00%
Q3 2021	8	7	114.29%
Q2 2021	23	21	109.52%
Q1 2021	58	77	75.32%
Q4 2020	7	2	350.00%
Q3 2020	7	1	700.00%
Q2 2020	22	8	275.00%
Q1 2020	65	73	89.04%
Q4 2019	7	6	116.67%

8 total buy trades, and 7 total sell trades (buy/sell ratio of 1.14%) were made by Iron Mountain's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	4	-
Q2 2024	-	18	-
Q1 2024	-	20	-
Q4 2023	-	9	-
Q3 2023	-	12	-
Q2 2023	-	17	-
Q1 2023	-	9	-
Q4 2022	-	7	-
Q3 2022	-	4	-
Q2 2022	-	3	-
Q1 2022	-	11	-
Q4 2021	-	8	-
Q3 2021	-	5	-
Q2 2021	-	14	-
Q1 2021	-	11	-
Q4 2020	-	1	-
Q3 2020	-	1	-
Q2 2020	-	4	-
Q1 2020	-	4	-
Q4 2019	-	2	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 4 open market sell trades of Iron Mountain's stocks.

Iron Mountain Peer Ownership

Ticker	Company
EQIX	Equinix, Inc.
GLPI	Gaming and Leisure Properties, Inc.
CCI	Crown Castle Inc.
SBAC	SBA Communications Corporation
HASI	Hannon Armstrong Sustainable Infrastructure Capital, Inc.
DLR	Digital Realty Trust, Inc.
AMT	American Tower Corporation

IRM Ownership FAQ

Who Owns Iron Mountain?

Iron Mountain is owned by institutional shareholders (17.16%), insiders (0.81%), and public (82.03%). The largest institutional shareholder of Iron Mountain is VANGUARD GROUP INC (15.93% of total shares) and the top mutual fund owner is PARNASSUS FUNDS (30.31% of total shares).

Who are the major institutional shareholders of Iron Mountain?

Iron Mountain's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., COHEN & STEERS, INC., STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 42.10% of the company's share outstanding.

How many Iron Mountain shareholders are there?

As of Jun 2024, there are 571 institutional shareholders of Iron Mountain.

What percentage of Iron Mountain is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 46.64M shares of Iron Mountain, representing 15.93% of the company's total shares outstanding, valued at $4.18B (as of Jun 2024).

What percentage of Iron Mountain is owned by BLACKROCK INC?

As of Jun 2024, BLACKROCK INC holds 27.89M shares of Iron Mountain (IRM), compromising 9.53% of the company, valued at $2.5B.

What percentage of Iron Mountain is owned by COHEN & STEERS, INC?

COHEN & STEERS, INC is the third largest holder of Iron Mountain. The company owns 23.05M of the company's shares outstanding (worth $2.07B).