greeksoup/ stock research
Stock research / United States / IRM / 13F holders

Iron Mountain Inc. 13F holders

1,177 funds reported a position in Iron Mountain Inc. in their 13F for the quarter ended 30 June 2026, together 257.3 million shares worth $32.46 billion. Against the quarter before, 121 opened a position, 433 added, 376 trimmed and 61 sold out; together they sold a net 466,975 shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC.

Funds holding1,177+84 on Q1 2026
Shares they held257.3Mworth $32.46 billion
Net sold on the quarter466,975 sharesabout $58.9 million at the funds' values
Funds buying to selling554 to 437opened or added, to cut or sold
Opened 121Added 433Held 237Trimmed 376Sold out 61
Opened: 121 fundsAdded: 433 fundsHeld: 237 fundsTrimmed: 376 fundsSold out: 61 funds

What each fund did in IRM against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 1,054 funds, 245.3 million shares1,054Q3 2024Q4 2024: 1,069 funds, 237.6 million shares1,069Q4 2024Q1 2025: 996 funds, 245.4 million shares996Q1 2025Q2 2025: 1,046 funds, 251.3 million shares1,046Q2 2025Q3 2025: 1,019 funds, 252.7 million shares1,019Q3 2025Q4 2025: 1,014 funds, 258.6 million shares1,014Q4 2025Q1 2026: 1,093 funds, 253.3 million shares1,093Q1 2026Q2 2026: 1,177 funds, 257.3 million shares1,177Q2 2026

Funds reporting a position in IRM in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 616 reported a position in Iron Mountain Inc.: 35 opened one, 234 added, 176 trimmed and 47 sold out, a net 3.3 million shares sold.

FundChange in sharesShares nowStatusFiling
Principal Financial Group Inc.-1,493,0002,880,424trimmed13F
Vontobel Holding Ltd.-1,208,060711,596trimmed13F
DekaBank Deutsche Girozentrale-912,235210,265trimmed13F
Deutsche Bank AG-644,0462,405,033trimmed13F
Amundi+387,6251,556,055added13F
Russell Investments Group, Ltd.-284,5371,119,086trimmed13F
Pictet Asset Management Holding SA+263,3761,080,998added13F
Geode Capital Management, LLC+229,2848,878,533added13F
Thrivent Financial for Lutherans+207,249372,784added13F
Strs Ohio+129,852129,852new13F
Cambridge Investment Research Advisors, Inc.-129,612110,767trimmed13F
Daiwa Securities Group Inc.+80,1341,941,681added13F
Mitsubishi UFJ Asset Management Co., Ltd.+58,3931,040,989added13F
Hourglass Capital, LLC-51,60014,450trimmed13F
Sumitomo Mitsui Trust Group, Inc.-48,856847,704trimmed13F
Dimensional Fund Advisors LP+48,3774,674,061added13F
Nippon Life Global Investors Americas, Inc.-45,91065,560trimmed13F
Barclays PLC+44,005787,348added13F
Allspring Global Investments Holdings, LLC+43,349100,020added13F
Border to Coast Pensions Partnership Ltd-35,000240,000trimmed13F
Fideuram Asset Management (Ireland) dac-29,36814,502trimmed13F
SEB Asset Management AB+32,234108,107added13F
Citigroup Inc.-31,874390,650trimmed13F
KBC Group NV+31,838118,787added13F
Reaves W H & Co. Inc.+31,160243,693added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Iron Mountain Inc. in a 13F for the quarter ended 30 September 2026, and 7 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 7.9 million shares worth $994.4 million, 0.0% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Bridgewater Associates. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 229,284 shares, about $25.3 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC7,872,365$994.4 million0.0%+387,967added30 June 2026, an earlier quarter13F
Geode Capital Management8,878,533$981.5 million0.1%+229,284added30 September 202613F
Norges Bank4,214,697$532.4 million0.1%held30 June 2026, an earlier quarter13F
Citadel Advisors343,168$43.3 million0.0%-31,786trimmed30 June 2026, an earlier quarter13F
Millennium Management157,057$19.8 million0.0%-217,406trimmed30 June 2026, an earlier quarter13F
Point72 Asset Management123,262$15.6 million0.0%-254,356trimmed30 June 2026, an earlier quarter13F
Two Sigma Investments65,892$8.3 million0.0%-113,310trimmed30 June 2026, an earlier quarter13F
Renaissance Technologies7,700$972,5870.0%+5,300added30 June 2026, an earlier quarter13F
Bridgewater Associates0$00.0%-4,694exited30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.33,570,91013.05%$4.24 billion0.06%+549,55613F
Vanguard Portfolio Management LLC25,568,9449.94%$3.23 billion0.15%+553,38713F
Vanguard Capital Management LLC18,953,7057.37%$2.39 billion0.05%+194,81613F
State Street Corp.17,634,0446.85%$2.24 billion0.07%+82,41113F
Cohen & Steers, Inc.12,019,7354.67%$1.52 billion2.40%-4,149,60613F
Geode Capital Management, LLC8,649,2493.36%$1.09 billion0.06%+163,12213F
FMR LLC7,872,3653.06%$994.4 million0.04%+387,96713F
Dimensional Fund Advisors LP4,625,6841.80%$584.3 million0.11%+73,39813F
Morgan Stanley4,426,9221.72%$559.2 million0.03%-225,32513F
Principal Financial Group Inc.4,373,4241.70%$552.4 million0.27%-192,66913F
Charles Schwab Investment Management Inc.4,263,4871.66%$538.5 million0.07%+250,48013F
Northern Trust Corp.4,222,9671.64%$533.4 million0.06%+72,48113F
Norges Bank4,214,6971.64%$532.4 million0.05%13F
Invesco Ltd.4,065,6491.58%$513.5 million0.04%+144,12813F
Legal & General Group Plc3,244,7411.26%$409.8 million0.09%+109,66713F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC3,193,5601.24%$403.4 million0.07%+3,182,83413F
Deutsche Bank AG3,049,0791.19%$385.1 million0.11%-43,00513F
Goldman Sachs Group Inc.2,822,7321.10%$356.5 million0.04%+606,06013F
Centersquare Investment Management LLC2,323,9740.90%$293.5 million2.50%+13,92913F
JPMorgan Chase & Co.2,212,1370.86%$287.5 million0.02%+88,77913F
Nuveen, LLC2,218,7710.86%$280.3 million0.07%+150,36313F
AQR Capital Management LLC2,127,0950.83%$266.5 million0.09%+281,02213F
Prudential Financial Inc.1,974,0790.77%$249.3 million0.27%-441,98413F
Vontobel Holding Ltd.1,919,6560.75%$242.5 million0.81%-197,22113F
Daiwa Securities Group Inc.1,861,5470.72%$235.1 million0.53%-1,245,89313F
Ameriprise Financial Inc.1,668,3370.65%$210.9 million0.04%-182,67013F
Vanguard Fiduciary Trust Co.1,658,6350.64%$209.5 million0.05%+5,74713F
Royal Bank of Canada1,640,5110.64%$207.2 million0.04%+229,79113F
Bank of New York Mellon Corp1,600,0780.62%$202.1 million0.03%-24,75813F
Duff & Phelps Investment Management Co.1,455,4350.57%$183.8 million1.74%-119,90213F
Russell Investments Group, Ltd.1,403,6230.55%$177.4 million0.16%-51,49013F
HSBC Holdings PLC1,347,8710.52%$170.3 million0.08%+75,01613F
Contour Asset Management LLC1,274,6840.50%$161.0 million3.81%-170,13913F
Capital World Investors1,217,1690.47%$153.7 million0.02%-650,00013F
Amundi1,168,4300.45%$147.6 million0.04%+76,85613F
American Century Companies Inc.1,154,4870.45%$145.8 million0.07%+338,69513F
Bank of America Corp.1,118,8270.43%$141.3 million0.01%-280,54813F
Cbre Investment Management Listed Real Assets LLC1,072,8810.42%$135.5 million1.89%-165,03413F
Mitsubishi UFJ Asset Management Co., Ltd.982,5960.38%$124.1 million0.07%+74,23113F
UBS Group AG915,1010.36%$115.6 million0.02%+113,67113F
DekaBank Deutsche Girozentrale1,122,5000.44%$114.2 million0.19%no change13F
Sumitomo Mitsui Trust Group, Inc.896,5600.35%$113.2 million0.07%-37,16213F
Swiss National Bank839,0610.33%$106.0 million0.06%-28,40013F
Pictet Asset Management Holding SA817,6220.32%$103.3 million0.10%-47,11513F
CIBC Bancorp USA Inc.777,4800.30%$98.2 million0.12%-51,31313F
Barclays PLC743,3430.29%$93.9 million0.03%+69,57213F
Sei Investments Co.697,7370.27%$88.1 million0.08%-277,05513F
Aberdeen Group plc691,5140.27%$87.3 million0.12%+320,30613F
APG Asset Management US Inc.703,9120.27%$85.8 million0.60%no change13F
PGGM Investments675,0930.26%$85.3 million2.10%-694,90513F
The 50 largest of the 1,177 funds that reported a position in IRM in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on IRM

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls151,300$19.1 million30 June 202613F
Citadel AdvisorsPuts134,500$17.0 million30 June 202613F
Millennium ManagementPuts64,600$8.2 million30 June 202613F
Millennium ManagementCalls30,500$3.9 million30 June 202613F
Two Sigma InvestmentsPuts2,900$366,29930 June 202613F
Two Sigma InvestmentsCalls1,900$239,98930 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
7 May 202613G/ACohen & Steers, Inc. and 9 others14.6 million4.9%30 April 2026passive, institutional (13d-1(b))EDGAR
30 April 202613GVanguard Capital Management and 1 other21.9 million7.3%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other25.1 million8.4%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
13 February 202613G/ACohen & Steers, Inc. and 9 others19.1 million6.5%31 December 2025passive, institutional (13d-1(b))EDGAR
14 November 202513GCohen & Steers, Inc. and 9 others16.0 million5.4%30 September 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
25 August 2026501$121.19SEC
24 August 2026123$122.02SEC
21 August 2026330$122.94SEC
18 August 20261,523$129.90SEC
4 August 202654$124.08SEC
16 July 20263,635$123.52SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 3,635 on 16 July 2026. A fail is an operational fact about settlement, not a position.