Iron Mountain Incorporated
DE ˙ DB ˙ US46284V1017
108,60 € ↓ -0,40 (-0,37%)
2026-05-29
DEL PRIS
SecurityDE:I5M / Iron Mountain Incorporated
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership38,481 shares
Latest Disclosed Value $ 3,930,507
D.a. Davidson & Co. reports 17.86% increase in ownership of I5M / Iron Mountain Incorporated

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 38,481 shares of Iron Mountain Incorporated (DE:I5M) valued at $3,416,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 32,649 shares of Iron Mountain Incorporated. This represents a change in shares of 17.86% during the quarter. The current value of the position is $4,179,037 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.

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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)
2026-05-05 2026-03-31 13F IRON MTN INC DEL COM 46284V101 38,481 5,832 17.86 3,931 45.13 0.0238
2026-01-29 2025-12-31 13F IRON MTN INC DEL COM 46284V101 32,649 2,779 9.30 2,708 -11.07 0.0166
2025-10-22 2025-09-30 13F IRON MTN INC DEL COM 46284V101 29,870 338 1.14 3,045 0.53 0.0195
2025-07-30 2025-06-30 13F IRON MTN INC DEL COM 46284V101 29,532 316 1.08 3,029 20.53 0.0213
2025-04-28 2025-03-31 13F IRON MTN INC DEL COM 46284V101 29,216 -307 -1.04 2,514 -19.01 0.0202
2025-01-31 2024-12-31 13F IRON MTN INC DEL COM 46284V101 29,523 2,762 10.32 3,103 -2.42 0.0253
2024-11-13 2024-09-30 13F IRON MTN INC DEL COM 46284V101 26,761 -14,143 -34.58 3,180 -13.23 0.0263
2024-08-01 2024-06-30 13F IRON MTN INC DEL COM 46284V101 40,904 -753 -1.81 3,666 9.70 0.0325
2024-05-13 2024-03-31 13F IRON MTN INC DEL COM 46284V101 41,657 -7,332 -14.97 3,341 -2.54 0.0301
2024-02-09 2023-12-31 13F IRON MTN INC DEL COM 46284V101 48,989 335 0.69 3,428 18.53 0.0336
2023-11-08 2023-09-30 13F IRON MTN INC DEL COM 46284V101 48,654 2,198 4.73 2,893 9.59 0.0314
2023-08-11 2023-06-30 13F IRON MTN INC DEL COM 46284V101 46,456 -1,998 -4.12 2,640 3.41 0.0279
2023-04-25 2023-03-31 13F IRON MTN INC DEL COM 46284V101 48,454 2,815 6.17 2,552 12.03 0.0287
2023-02-03 2022-12-31 13F IRON MTN INC DEL COM 46284V101 45,639 -1,428 -3.03 2,278 10.15 0.0269
2022-11-07 2022-09-30 13F IRON MTN INC DEL COM 46284V101 47,067 128 0.27 2,068 -9.50 0.0271
2022-07-28 2022-06-30 13F IRON MTN INC COM 46284V101 46,939 2,466 5.54 2,285 -7.26 0.0287
2022-05-12 2022-03-31 13F IRON MTN INC COM 46284V101 44,473 -25 -0.06 2,464 5.71 0.0268
2022-01-31 2021-12-31 13F IRON MTN INC COM 46284V101 44,498 6,005 15.60 2,331 39.33 0.0248
2021-11-15 2021-09-30 13F IRON MTN INC COM 46284V101 38,493 21,641 128.42 1,673 134.64 0.0194
2021-08-10 2021-06-30 13F IRON MTN INC COM 46284V101 16,852 -13,702 -44.85 713 -36.96 0.0084
2021-05-07 2021-03-31 13F IRON MTN INC COM 46284V101 30,554 2,595 9.28 1,131 37.26 0.0145
2021-02-10 2020-12-31 13F IRON MTN INC COM 46284V101 27,959 4,986 21.70 824 33.98 0.0126
2020-11-02 2020-09-30 13F IRON MTN INC COM 46284V101 22,973 -34,128 -59.77 615 -58.72 0.0107
2020-08-10 2020-06-30 13F IRON MTN INC COM 46284V101 57,101 -8,009 -12.30 1,490 -3.93 0.0278
2020-05-05 2020-03-31 13F IRON MTN INC COM 46284V101 65,110 8,876 15.78 1,551 -13.45 0.0303
2020-02-14 2019-12-31 13F IRON MTN INC COM 46284V101 56,234 34,973 164.49 1,792 160.09 0.0290
2019-11-05 2019-09-30 13F IRON MTN INC COM 46284V101 21,261 2,014 10.46 689 14.45 0.0123
2019-08-13 2019-06-30 13F IRON MTN INC COM 46284V101 19,247 535 2.86 602 -9.20 0.0112
2019-05-13 2019-03-31 13F IRON MTN INC COM 46284V101 18,712 -287 -1.51 663 7.63 0.0114
2019-01-29 2018-12-31 13F IRON MTN INC COM 46284V101 18,999 2,597 15.83 616 8.83 0.0120
2018-11-13 2018-09-30 13F IRON MTN INC COM 46284V101 16,402 -23,888 -59.29 566 -59.89 0.0101
2018-08-02 2018-06-30 13F IRON MTN INC COM 46284V101 40,290 1,534 3.96 1,411 10.75 0.0277
2018-05-04 2018-03-31 13F IRON MTN INC COM 46284V101 38,756 -3,764 -8.85 1,274 -20.57 0.0263
2018-02-08 2017-12-31 13F IRON MTN INC COM 46284V101 42,520 -1,208 -2.76 1,604 -5.70 0.0336
2017-11-08 2017-09-30 13F IRON MTN INC COM 46284V101 43,728 -4,290 -8.93 1,701 3.15 0.0334
2017-08-11 2017-06-30 13F IRON MOUNTAIN INC COM 46284V101 48,018 295 0.62 1,649 -3.11 0.0372
2017-05-12 2017-03-31 13F IRON MOUNTAIN INC COM 46284V101 47,723 -89,245 -65.16 1,702 -61.72 0.0413
2017-02-15 2016-12-31 13F IRON MOUNTAIN INC COM 46284V101 136,968 48,375 54.60 4,446 33.79 0.1008
2016-11-18 2016-09-30 13F/A-1 IRON MOUNTAIN INC NEW * COM 46284V101 88,593 2,348 2.72 3,323 -3.20 0.0827
2016-11-14 2016-09-30 13F IRON MOUNTAIN INC NEW * COM 46284V101 88,593 3,323
2016-08-13 2016-06-30 13F IRON MOUNTAIN INC NEW * COM 46284V101 86,245 3,583 4.33 3,433 22.52 0.1010
2016-05-13 2016-03-31 13F IRON MOUNTAIN INC NEW * COM 46284V101 82,662 6,061 7.91 2,802 35.49 0.0873
2016-02-12 2015-12-31 13F IRON MOUNTAIN INC NEW * COM 46284V101 76,601 6,138 8.71 2,068 -5.31 0.0674
2015-11-13 2015-09-30 13F IRON MOUNTAIN INC NEW * COM 46284V101 70,463 8,035 12.87 2,184 12.98 0.0764
2015-08-14 2015-06-30 13F IRON MOUNTAIN INC NEW * COM 46284V101 62,428 5,679 10.01 1,933 -6.48 0.0635
2015-05-06 2015-03-31 13F IRON MOUNTAIN INC NEW * COM 46284V101 56,749 4,016 7.62 2,067 1.47 0.0678
2015-02-12 2014-12-31 13F IRON MOUNTAIN COM 462846106 52,733 7,054 15.44 2,037 36.62 0.0666
2014-11-12 2014-09-30 13F IRON MOUNTAIN COM 462846106 45,679 -718 -1.55 1,491 -9.31 0.0505
2014-07-29 2014-06-30 13F IRON MOUNTAIN COM 462846106 46,397 3,353 7.79 1,644 38.62 0.0557
2014-05-05 2014-03-31 13F IRON MOUNTAIN COM 462846106 43,044 -751 -1.71 1,186 -10.69 0.0424
2014-02-13 2013-12-31 13F/A-1 IRON MOUNTAIN COM 462846106 43,795 4,333 10.98 1,328 24.69 0.0496
2014-02-12 2013-12-31 13F IRON MOUNTAIN COM 462846106 43,795 1,328
2013-11-14 2013-09-30 13F IRON MOUNTAIN COM 462846106 39,462 6,176 18.55 1,065 20.48 0.0479
2013-08-16 2013-06-30 13F IRON MOUNTAIN COM 462846106 33,286 33,286 884 0.0427
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.