IRON MTN INC DEL IRM
COM · REIT · CUSIP 46284V101 · ISIN US46284V1017
American information management company
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersPortsmouth, NH
- Founded1951
- Websiteironmountain.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($99.8m this quarter). Holder counts are more reliable. Shares outstanding: 293.5m as of 2024-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $118.40. Options: 31 managers hold calls ($358.9m notional), 28 hold puts ($222.3m).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 743 |
| Q4 2022 | 781 |
| Q1 2023 | 790 |
| Q2 2023 | 817 |
| Q3 2023 | 833 |
| Q4 2023 | 892 |
| Q1 2024 | 938 |
| Q2 2024 | 966 |
| Q3 2024 | 1,055 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 360 | 291 |
| Q1 2023 | 367 | 319 |
| Q2 2023 | 365 | 341 |
| Q3 2023 | 370 | 381 |
| Q4 2023 | 372 | 410 |
| Q1 2024 | 420 | 399 |
| Q2 2024 | 421 | 436 |
| Q3 2024 | 467 | 481 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $110.3m | $57.1m | 0.52 |
| Q1 2024 | $140.8m | $75.1m | 0.53 |
| Q2 2024 | $183.5m | $81.4m | 0.44 |
| Q3 2024 | $358.9m | $222.3m | 0.62 |
Biggest buyers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +2.7m |
| PGGM Investments | Added | +1.1m |
| TD Asset Management Inc | Added | +594.8k |
| MIZUHO SECURITIES USA LLC | Added | +514.9k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +476.4k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Added | +445.2k |
| UBS Group AG | Added | +413.0k |
| Adelante Capital Management LLC | Added | +381.6k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +337.6k |
| Aberdeen Group plc | Added | +293.4k |
Biggest sellers
| COHEN & STEERS, INC. | Reduced | -5.3m |
| FMR LLC | Reduced | -2.7m |
| Daiwa Securities Group Inc. | Reduced | -1.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -985.9k |
| STATE STREET CORP | Reduced | -948.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -704.7k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -662.4k |
| Amundi | Reduced | -627.1k |
| PRUDENTIAL FINANCIAL INC | Reduced | -494.0k |
| Korea Investment CORP | Reduced | -453.8k |
Biggest calls
| PEAK6 Investments LLC | Added | $60.6m509.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $50.6m425.9k shares |
| CITADEL ADVISORS LLC | Added | $48.1m404.8k shares |
| SIMPLEX TRADING, LLC | Added | $29.0m244.2k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $22.8m191.9k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $17.5m147.2k shares |
| GROUP ONE TRADING LLC | Added | $15.9m133.8k shares |
| GTS SECURITIES LLC | Added | $15.1m126.8k shares |
| IMC-Chicago, LLC | Added | $14.9m125.7k shares |
| JANE STREET GROUP, LLC | Added | $14.2m119.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $31.3m263.0k shares |
| SIMPLEX TRADING, LLC | New | $27.6m345.1k shares |
| GOLDMAN SACHS GROUP INC | New | $23.7m199.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.7m182.4k shares |
| D. E. Shaw & Co., Inc. | Added | $18.9m159.3k shares |
| Squarepoint Ops LLC | Added | $14.9m125.2k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $14.6m123.1k shares |
| IMC-Chicago, LLC | New | $12.7m106.6k shares |
| WOLVERINE TRADING, LLC | Added | $10.4m88.9k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $9.6m81.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.3% |
Fell to 5% or below in the last year: COHEN & STEERS, INC. (4.9%, 2026-05-07), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q3 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 2 | $3.3m | — |
| Q1 2023 | 0 | — | 2 | $10.5m | — |
| Q2 2023 | 0 | — | 8 | $8.6m | $8.4m |
| Q3 2023 | 0 | — | 5 | $7.8m | $7.1m |
| Q4 2023 | 0 | — | 2 | $4.3m | $4.3m |
| Q1 2024 | 0 | — | 6 | $26.3m | $26.3m |
| Q2 2024 | 0 | — | 10 | $14.6m | $14.3m |
| Q3 2024 | 0 | — | 5 | $12.9m | $11.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-18 | Meaney William L President and CEO, director | Sold plan | $1.8m15.9k shares |
| 2024-09-17 | Meaney William L President and CEO, director | Sold plan | $1.9m15.9k shares |
| 2024-09-17 | Murdock Wendy J. Director | Sold | $989.2k8.5k shares |
| 2024-09-03 | MARSON DEBORAH EVP, General Counsel, Sec. | Sold plan | $406.3k3.6k shares |
| 2024-08-20 | Meaney William L President and CEO, director | Sold plan | $1.7m15.9k shares |
| 2024-08-20 | Baker-Greene Edward EVP, CHRO | Sold plan | $248.3k2.3k shares |
| 2024-08-19 | Meaney William L President and CEO, director | Sold plan | $1.7m15.9k shares |
| 2024-08-19 | Tomovcsik John EVP, Chief Operating Officer | Sold | $110.0k1.0k shares |
| 2024-08-09 | MARSON DEBORAH EVP, General Counsel, Sec. | Sold plan | $498.7k4.6k shares |
| 2024-08-01 | Tomovcsik John EVP, Chief Operating Officer | Sold | $300.9k2.9k shares |
| 2024-07-16 | Tomovcsik John EVP, Chief Operating Officer | Sold | $250.0k2.5k shares |
| 2024-07-09 | Meaney William L President and CEO, director | Sold plan | $1.5m15.9k shares |
| 2024-07-08 | Meaney William L President and CEO, director | Sold plan | $1.5m15.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.10% of their portfolio | 46.6m $5.5bn | Reduced -39.5k |
| BlackRock, Inc. 0.08% of their portfolio | 31.3m $3.7bn | First filing |
| COHEN & STEERS, INC. 3.75% of their portfolio | 17.7m $2.1bn | Reduced -5.3m |
| STATE STREET CORP 0.08% of their portfolio | 16.6m $2.0bn | Reduced -948.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 8.3m $978.5m | Added +128.6k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 4.4m $519.5m | Added +113.7k |
| DIMENSIONAL FUND ADVISORS LP 0.12% of their portfolio | 4.2m $499.6m | Reduced -81.9k |
| Capital World Investors 0.08% of their portfolio | 4.1m $489.1m | Reduced -177 |
| MORGAN STANLEY 0.03% of their portfolio | 3.6m $432.6m | Reduced -14.6k |
| Legal & General Group Plc 0.11% of their portfolio | 3.5m $417.1m | Added +56.7k |
| DEUTSCHE BANK AG\ 0.17% of their portfolio | 3.5m $413.2m | Reduced -446.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio | 3.4m $402.4m | Added +141.7k |
| NORGES BANK 0.05% of their portfolio | 3.3m $389.8m | Added +41.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio | 3.2m $376.8m | Added +2.7m |
| Daiwa Securities Group Inc. 1.72% of their portfolio | 3.1m $371.5m | Reduced -1.4m |
| NORTHERN TRUST CORP 0.05% of their portfolio | 2.8m $329.4m | Reduced -196.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 2.4m $284.4m | Reduced -985.9k |
| Pictet Asset Management Holding SA 0.30% of their portfolio | 2.3m $276.4m | Reduced -385.9k |
| AGF MANAGEMENT LTD 1.34% of their portfolio | 2.2m $264.4m | Reduced -20.5k |
| Invesco Ltd. 0.05% of their portfolio | 2.1m $251.8m | Reduced -138.5k |
| Russell Investments Group, Ltd. 0.36% of their portfolio | 2.1m $247.3m | Reduced -94.4k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 2.1m $247.0m | Reduced -47.8k |
| Nuveen Asset Management, LLC 0.06% of their portfolio | 1.8m $218.4m | Added +153.0k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.95% of their portfolio | 1.7m $207.6m | Reduced -662.4k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 1.7m $204.3m | Added +286.4k |
| Amundi 0.07% of their portfolio | 1.6m $193.0m | Reduced -627.1k |
| PRUDENTIAL FINANCIAL INC 0.27% of their portfolio | 1.6m $191.1m | Reduced -494.0k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 1.3m $155.3m | Reduced -308.1k |
| Epoch Investment Partners, Inc. 0.68% of their portfolio | 1.3m $150.8m | Reduced -310.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.3m $149.8m | Reduced -51.9k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.69% of their portfolio | 1.2m $147.4m | Reduced -57.7k |
| DekaBank Deutsche Girozentrale 0.24% of their portfolio | 1.1m $131.6m | Reduced -60.0k |
| PGGM Investments 1.65% of their portfolio | 1.1m $128.8m | Added +1.1m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.12% of their portfolio | 1.1m $127.0m | Added +337.6k |
| UBS Group AG 0.04% of their portfolio | 1.1m $126.1m | Added +413.0k |
| CIBC Private Wealth Group LLC 0.22% of their portfolio | 1.0m $121.8m | Reduced -24.3k |
| CAPTRUST FINANCIAL ADVISORS 0.34% of their portfolio | 951.6k $113.1m | Added +47.3k |
| SEI INVESTMENTS CO 0.14% of their portfolio | 916.6k $108.9m | Reduced -208.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 900.6k $107.0m | Reduced -3.3k |
| Swiss National Bank 0.07% of their portfolio | 870.0k $103.4m | Added +2.2k |
| TD Asset Management Inc 0.09% of their portfolio | 866.1k $101.1m | Added +594.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 820.1k $97.5m | Added +187.3k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 803.7k $95.5m | Reduced -25.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 700.0k $83.2m | Added +14.4k |
| HSBC HOLDINGS PLC 0.05% of their portfolio | 697.5k $82.8m | Reduced -8.3k |
| Welch & Forbes LLC 1.04% of their portfolio | 687.5k $81.7m | Reduced -24.4k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 669.5k $79.6m | Reduced -2.8k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 652.6k $77.6m | Reduced -152 |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 639.0k $74.6m | Added +18.5k |
| Aberdeen Group plc 0.14% of their portfolio | 626.3k $73.8m | Added +293.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 611.9k $72.7m | Added +34.8k |
| FMR LLC 0.00% of their portfolio | 611.0k $72.6m | Reduced -2.7m |
| Heitman Real Estate Securities LLC 3.95% of their portfolio | 610.2k $72.5m | Reduced -155.4k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 609.2k $72.4m | Reduced -5.6k |
| BARCLAYS PLC 0.03% of their portfolio | 591.3k $70.3m | Reduced -45.7k |
| LPL Financial LLC 0.03% of their portfolio | 590.6k $70.2m | Added +89.1k |
| Rockefeller Capital Management L.P. 0.19% of their portfolio | 580.8k $69.0m | Reduced -182.8k |
| Asset Management One Co., Ltd. 0.24% of their portfolio | 570.2k $67.8m | Added +3.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.21% of their portfolio | 560.6k $66.6m | Added +476.4k |
| MIZUHO SECURITIES USA LLC 0.09% of their portfolio | 537.5k $8.0m | Added +514.9k |
| California Public Employees Retirement System 0.04% of their portfolio | 523.4k $62.2m | Reduced -8.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 519.3k $61.7m | Added +269.8k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 493.3k $58.6m | Added +155.5k |
| APG Asset Management US Inc. 0.38% of their portfolio | 480.0k $56.8m | Added +80.0k |
| Border to Coast Pensions Partnership Ltd 1.15% of their portfolio | 475.0k $56.3m | Reduced -90.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.07% of their portfolio | 470.3k $55.9m | Reduced -5.0k |
| COOKSON PEIRCE & CO INC 2.56% of their portfolio | 459.5k $54.6m | Reduced -2.3k |
| National Pension Service 0.05% of their portfolio | 459.5k $54.6m | Added +61.2k |
| NOMURA ASSET MANAGEMENT CO LTD 0.17% of their portfolio | 456.3k $54.2m | Added +7.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 455.6k $54.1m | Reduced -46.8k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 448.6k $3.8k | Added +445.2k |
| AVIVA PLC 0.13% of their portfolio | 437.6k $52.0m | Reduced -17.7k |
| AEW CAPITAL MANAGEMENT L P 2.23% of their portfolio | 436.4k $51.9m | Reduced -152.5k |
| CANADA LIFE ASSURANCE Co 0.09% of their portfolio | 420.3k $50.0m | Added +14.1k |
| Adelante Capital Management LLC 3.05% of their portfolio | 397.2k $47.2m | Added +381.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 352.5k $41.9m | Added +11.7k |
| Marble Harbor Investment Counsel, LLC 4.55% of their portfolio | 350.0k $41.6m | Reduced -89.0k |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 348.7k $41.4m | Reduced -5.3k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.70% of their portfolio | 343.8k $40.9m | Added +43.9k |
| BLAIR WILLIAM & CO/IL 0.12% of their portfolio | 333.9k $39.7m | Reduced -14.2k |
| ADELL HARRIMAN & CARPENTER INC 2.84% of their portfolio | 328.4k $39.0m | Reduced -4.3k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.09% of their portfolio | 309.3k $36.8m | Reduced -19.7k |
| KBC Group NV 0.11% of their portfolio | 305.4k $36.3m | Added +240.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.07% of their portfolio | 290.3k $34.5m | Reduced -18.5k |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 285.1k $33.9m | Reduced -15.7k |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 280.0k $33.3m | Reduced -106.6k |
| Twin Tree Management, LP 0.76% of their portfolio | 274.4k $32.6m | New |
| CITIGROUP INC 0.03% of their portfolio | 268.4k $31.9m | Added +20.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 261.2k $31.0m | Reduced -6.9k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 250.9k $29.8m | Added +43.1k |
| Waterfront Capital Partners, LLC 5.25% of their portfolio | 240.6k $28.6m | Reduced -197.1k |
| Retirement Systems of Alabama 0.10% of their portfolio | 233.0k $27.7m | Reduced -1.3k |
| Andra AP-fonden 0.41% of their portfolio | 231.9k $27.6m | Reduced -400 |
| Swedbank AB 0.03% of their portfolio | 228.1k $27.1m | Reduced -1.2k |
| Ensign Peak Advisors, Inc 0.05% of their portfolio | 224.4k $26.7m | Added +755 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio | 222.7k $26.5m | Reduced -7.8k |
| Point72 Asset Management, L.P. 0.09% of their portfolio | 222.4k $26.4m | New |
| Corient Private Wealth LP 0.04% of their portfolio | 222.2k $26.4m | Reduced -15.4k |
| UNITED BANK 3.02% of their portfolio | 218.5k $26.0m | Reduced -2.4k |
| REGIONS FINANCIAL CORP 0.19% of their portfolio | 218.5k $26.0m | New |