Iron Mountain Incorporated
DE ˙ DB ˙ US46284V1017
111,85 € ↑2,30 (2,10%)
2026-06-05
DEL PRIS
SecurityDE:I5M / Iron Mountain Incorporated
InstitutionColony Group, LLC
Latest Disclosed Ownership217,915 shares
Latest Disclosed Value $ 18,295,860
Colony Group, LLC reports 68.15% increase in ownership of I5M / Iron Mountain Incorporated

On February 13, 2026 - Colony Group, LLC filed a 13F-HR form disclosing ownership of 217,915 shares of Iron Mountain Incorporated (DE:I5M) valued at $15,232,259 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 14, 2025 disclosing 129,596 shares of Iron Mountain Incorporated. This represents a change in shares of 68.15% during the quarter. The current value of the position is $24,373,793 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F IRON MTN INC DEL COM 46284V101 217,915 88,319 68.15 18,296 38.16 0.0209
2025-11-14 2025-09-30 13F IRON MTN INC DEL COM 46284V101 129,596 1,748 1.37 13,242 0.75 0.0214
2025-08-14 2025-06-30 13F IRON MTN INC DEL COM 46284V101 127,848 -21,689 -14.50 13,144 1.92 0.0285
2025-05-20 2025-03-31 13F/A-1 IRON MTN INC DEL COM 46284V101 149,537 27,252 22.29 12,895 0.12 0.0323
2025-05-15 2025-03-31 13F IRON MTN INC DEL COM 46284V101 149,537 27,353 12,895 0.0323
2025-05-29 2024-12-31 13F/A-2 IRON MTN INC DEL COM 46284V101 122,285 89,232 269.97 12,881 227.99 0.0334
2025-05-20 2024-12-31 13F/A-1 IRON MTN INC DEL COM 46284V101 122,184 89,131 12,881 0.0334
2025-02-14 2024-12-31 13F IRON MTN INC DEL COM 46284V101 122,184 89,131 12,881 0.0334
2024-11-14 2024-09-30 13F IRON MTN INC DEL COM 46284V101 33,053 -87,959 -72.69 3,928 39,170.00 0.0125
2024-08-15 2024-06-30 13F IRON MTN INC DEL COM 46284V101 121,012 46,290 61.95 11 100.00 0.0365
2024-05-16 2024-03-31 13F IRON MOUNTAIN Common 46284V101 74,722 58,089 349.24 6 400.00 0.0487
2024-02-15 2023-12-31 13F IRON MTN INC DEL COM 46284V101 16,633 16,633 1 0.0152
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.