IRM
Iron Mountain Incorporated · Real Estate · REIT - Specialty
Momentum inputs (comparable managers):
holder breadth +0.6% ·
share flow -0.2% ·
net new positions +1.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 159 | 0 | 181.12M | $22.88B | +6 | −5 |
| Q1 2026 | 161 | +4 | 173.50M | $17.71B | +10 | −7 |
| Q4 2025 | 156 | +1 | 203.32M | $16.87B | +2 | — |
| Q3 2025 | 19 | 0 | 127.27M | $12.98B | — | −1 |
| Q2 2025 | 17 | -2 | 121.35M | $12.46B | — | −2 |
| Q1 2025 | 16 | 0 | 38.25M | $3.31B | +2 | −2 |
| Q4 2024 | 16 | +4 | 36.36M | $3.83B | +4 | — |
| Q3 2024 | 11 | +1 | 19.71M | $2.34B | +2 | −1 |
| Q2 2024 | 10 | — | 19.98M | $1.79B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 46.63M | -1.3% | $3.87B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 32.92M | +3.8% | $2.73B | 0.0% | ▲ Add | 3 | SEC ↗ ×22 |
| 3 | State Street Global Advisors ✦ (passive) | 16.89M | -1.4% | $1.42B | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 8.29M | +1.2% | $685.37M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 7.98M | +1.6% | $662.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Norges Bank ✦ (passive) | 4.45M | New | $368.89M | 0.0% | New | 1 | SEC ↗ |
| 7 | Dimensional Fund Advisors Lp | 4.43M | — | $367.42M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 8 | Invesco Ltd. | 4.42M | — | $366.42M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 9 | Principal Financial Group Inc | 4.21M | — | $349.02M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 10 | Northern Trust Corp | 4.15M | — | $344.46M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 11 | Charles Schwab Investment… | 3.88M | — | $321.87M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Daiwa Securities Group Inc. | 3.65M | — | $303.11M | 1.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Morgan Stanley ✦ | 3.60M | -0.3% | $298.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 14 | Legal & General Group Plc | 3.36M | — | $278.42M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 15 | Deutsche Bank Ag\ | 2.54M | — | $210.86M | 0.1% | n/c | 1 | SEC ↗ ×13 |
| 16 | Prudential Financial Inc | 2.31M | — | $191.65M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 17 | Pictet Asset Management Holding SA | 2.30M | — | $190.43M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Nuveen, LLC | 2.13M | — | $176.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Capital World Investors ✦ | 2.12M | 0.0% | $175.62M | 0.0% | Held | 7 | SEC ↗ |
| 20 | Hsbc Holdings Plc | 2.11M | — | $175.15M | 0.1% | n/c | 1 | SEC ↗ ×18 |
| 21 | JPMorgan Chase ✦ | 1.93M | -53.1% | $159.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 22 | Ameriprise Financial Inc | 1.74M | — | $142.47M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 23 | Bank of New York Mellon Corp | 1.69M | — | $139.85M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 24 | Goldman Sachs Group ✦ | 1.53M | +12.6% | $126.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Bank Of America Corp /De/ | 1.51M | — | $125.28M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 26 | Russell Investments Group, Ltd. | 1.41M | — | $116.63M | 0.1% | n/c | 1 | SEC ↗ ×15 |
| 27 | Amundi | 1.33M | — | $110.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Royal Bank Of Canada | 1.29M | — | $106.66M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 29 | Citadel Advisors ✦ | 1.12M | +1726.3% | $92.85M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 30 | Sei Investments Co | 1.02M | — | $85.00M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 31 | AQR Capital Management ✦ | 923.20K | +101.8% | $76.58M | 0.0% | ▲ Add | 7 | SEC ↗ ×7 |
| 32 | Sumitomo Mitsui Trust Group, Inc. | 906.89K | — | $75.23M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mitsubishi UFJ Asset Management… | 839.57K | — | $69.89M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Swiss National Bank | 809.26K | — | $67.13M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | UBS Group AG | 795.91K | — | $66.02M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 36 | Point72 Asset Management ✦ | 790.50K | -39.0% | $65.57M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 37 | Barclays Plc | 728.86K | — | $60.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Adage Capital Partners ✦ | 656.85K | +18.7% | $54.49M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 637.27K | — | $52.86M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 40 | LPL Financial LLC | 634.80K | — | $52.66M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Universal- Beteiligungs- und… | 625.44K | — | $52.01M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | T. Rowe Price ✦ | 606.86K | +1.9% | $50.34M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 43 | Rhumbline Advisers | 590.54K | — | $48.99M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 562.25K | — | $46.64M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Asset Management One Co., Ltd. | 555.97K | — | $45.94M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 544.81K | — | $45.19M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Nomura Asset Management Co Ltd | 544.48K | — | $45.16M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 48 | California Public Employees… | 513.55K | — | $42.60M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Pension Service | 509.02K | — | $42.22M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | DZ BANK AG Deutsche Zentral… | 495.76K | — | $41.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Millennium Management ✦ | 489.01K | +0.7% | $40.56M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 436.35K | — | $36.19M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 53 | California State Teachers… | 434.11K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 431.39K | — | $35.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Corient Private Wealth LP | 473.58K | — | $35.05M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 56 | Rockefeller Capital Management L.P. | 403.99K | — | $33.61M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 57 | American Century Companies Inc | 395.89K | — | $32.84M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Raymond James Financial Inc | 366.31K | — | $30.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Aberdeen Group plc | 364.89K | — | $30.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 60 | Citigroup Inc | 318.60K | — | $26.43M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 61 | Two Sigma Investments ✦ | 290.16K | New | $24.07M | 0.0% | New | 1 | SEC ↗ |
| 62 | Swedbank AB | 284.86K | — | $23.63M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | State Board Of Administration Of… | 262.51K | — | $21.78M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Aviva Plc | 256.12K | — | $21.25M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Captrust Financial Advisors | 255.14K | — | $21.16M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Cetera Investment Advisers | 248.60K | — | $20.62M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Blair William & Co/Il | 238.28K | — | $19.77M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Stifel Financial Corp | 227.23K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 69 | Pacer Advisors, Inc. | 223.37K | — | $18.53M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 70 | Focus Partners Wealth | 217.91K | — | $18.30M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Cibc World Market Inc. | 208.04K | — | $17.26M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Balyasny Asset Management L.P. | 206.81K | — | $17.15M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Zurcher Kantonalbank (Zurich… | 205.36K | — | $17.03M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Victory Capital Management Inc | 199.04K | — | $16.51M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 184.07K | — | $15.27M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Td Asset Management Inc | 180.42K | — | $14.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Manufacturers Life Insurance… | 179.88K | — | $14.92M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Toronto Dominion Bank | 173.31K | — | $14.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | State Of Wisconsin Investment Board | 173.14K | — | $14.36M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | BNP Paribas Asset Management… | 170.34K | — | $14.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 81 | Quantinno Capital Management LP | 167.11K | — | $13.86M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Commonwealth Equity Services, Llc | 166.59K | — | $13.82M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Danske Bank A/S | 162.46K | — | $13.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 84 | Envestnet Asset Management Inc | 156.78K | — | $13.01M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Chevy Chase Trust Holdings, LLC | 149.86K | — | $12.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 86 | National Bank Of Canada /Fi/ | 148.50K | — | $12.32M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 87 | Federated Hermes, Inc. | 148.17K | — | $12.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 88 | Storebrand Asset Management As | 146.81K | — | $12.18M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Royal London Asset Management Ltd | 143.40K | — | $11.90M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | BROOKFIELD Corp /ON/ | 143.32K | — | $11.89M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Franklin Resources Inc | 126.99K | — | $10.53M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 92 | Creative Planning | 126.09K | — | $10.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 93 | Korea Investment CORP | 125.30K | — | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 123.42K | — | $10.24M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Mitsubishi UFJ Trust & Banking Corp | 116.94K | — | $9.70M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Credit Agricole S A | 110.92K | — | $9.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | HighTower Advisors, LLC | 105.36K | — | $8.74M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Wellington Management ✦ | 104.13K | -58.2% | $8.64M | 0.0% | ▼ Trim | 7 | SEC ↗ ×4 |
| 99 | Canada Pension Plan Investment Board | 88.14K | — | $7.31M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Nomura Asset Management… | 84.22K | — | $6.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $368.89M | 0.0% |
| Two Sigma Investments | $24.07M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,078 holders, 250.54M shares, $23.29B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer, Director · 89 sh · $10,324
Officer, Director · 11.33K sh · $1.29M
Officer, Director · 20.95K sh · $2.39M
Officer, Director · 6.10K sh · $701,615
Officer · 5.00K sh · $578,000
Officer · 6.00K sh · $693,600
Officer, Director · 18.78K sh · $2.27M
Officer, Director · 16.79K sh · $2.05M
Officer, Director · 2.91K sh · $357,080
Officer · 6.00K sh · $736,200
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology