| 0.05% |
| 4 | STATE STREET CORP | 17.6M | $2.24B | +0.5% | 5.927% | 0.03% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 8.6M | $1.09B | +1.9% | 2.907% | 0.06% |
| 6 | FMR LLC | 7.9M | $994.4M | +5.2% | 2.646% | 0.04% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 4.6M | $584.3M | +1.6% | 1.555% | 0.11% |
| 8 | MORGAN STANLEY | 4.4M | $559.2M | -4.8% | 1.488% | 0.03% |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 4.4M | $552.4M | -4.2% | 1.470% | 0.27% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.3M | $538.5M | +6.2% | 1.433% | 0.07% |
| 11 | NORTHERN TRUST CORP | 4.2M | $533.4M | +1.8% | 1.419% | 0.06% |
| 12 | NORGES BANK | 4.2M | $532.4M | — | 1.417% | 0.05% |
| 13 | Invesco Ltd. | 4.1M | $513.5M | +3.7% | 1.367% | 0.04% |
| 14 | Legal & General Group Plc | 3.2M | $409.8M | +3.5% | 1.091% | 0.09% |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.2M | $403.4M | +29674.0% | 1.073% | 0.07% |
| 16 | DEUTSCHE BANK AG\ | 3.0M | $385.1M | -1.4% | 1.025% | 0.11% |
| 17 | GOLDMAN SACHS GROUP INC | 2.8M | $356.5M | +27.3% | 0.949% | 0.03% |
| 18 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.3M | $293.5M | +0.6% | 0.781% | 2.51% |
| 19 | JPMORGAN CHASE & CO | 2.2M | $287.5M | +4.2% | 0.743% | 0.02% |
| 20 | Nuveen, LLC | 2.2M | $280.3M | +7.3% | 0.746% | 0.07% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 2.1M | $266.5M | +15.2% | 0.715% | 0.09% |
| 22 | PRUDENTIAL FINANCIAL INC | 2.0M | $249.3M | -18.3% | 0.663% | 0.27% |
| 23 | Vontobel Holding Ltd. | 1.9M | $242.5M | -9.3% | 0.645% | 0.77% |
| 24 | Daiwa Securities Group Inc. | 1.9M | $235.1M | -40.1% | 0.626% | 0.46% |
| 25 | Select Equity Group, L.P. | 1.7M | $219.4M | -2.4% | 0.584% | 1.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IRM — a direct measure of their conviction.
| 82.63% |
| 1.03 pp |
| $18.72B |
| 20% |
| Q4 2024 | 1,018 | +0.9% | 83.66% | +1.18 pp | $23.40B | 5.9% |
| Q3 2024 | 1,009 | — | 82.48% | — | $24.87B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
132 institutions opened new positions in IRM during Q2 2026, while 60 fully exited. 885 added to existing positions and 106 trimmed.
IRM institutional ownership rose by 0.74 percentage points quarter-over-quarter, with a net change of +86 holders.
The top 10 institutions account for 53.8% of all reported 13F value in IRM, and the top 25 account for 70.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Iron Mountain Incorporated (IRM) Institutional Ownership