Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionAdvisors Asset Management, Inc.
Latest Disclosed Ownership50,399 shares
Latest Disclosed Value $ 5,147,754
Advisors Asset Management, Inc. reports 3.14% increase in ownership of IRM1 / Iron Mountain Incorporated

On May 15, 2026 - Advisors Asset Management, Inc. filed a 13F-HR form disclosing ownership of 50,399 shares of Iron Mountain Incorporated (MX:IRM1) valued at $5,147,754 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 48,865 shares of Iron Mountain Incorporated. This represents a change in shares of 3.14% during the quarter.

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)
2026-05-15 2026-03-31 13F IRON MTN INC DEL COM 46284V101 50,399 1,534 3.14 5,148 26.99 0.0855
2026-02-12 2025-12-31 13F IRON MTN INC DEL COM 46284V101 48,865 -11,107 -18.52 4,053 -33.70 0.0680
2025-11-06 2025-09-30 13F IRON MTN INC DEL COM 46284V101 59,972 -3,539 -5.57 6,114 -6.16 0.1038
2025-08-12 2025-06-30 13F IRON MTN INC DEL COM 46284V101 63,511 1,193 1.91 6,514 21.51 0.1166
2025-05-15 2025-03-31 13F IRON MTN INC DEL COM 46284V101 62,318 -3,442 -5.23 5,362 -22.44 0.1007
2025-02-10 2024-12-31 13F IRON MTN INC DEL COM 46284V101 65,760 2,384 3.76 6,912 -8.21 0.1273
2024-11-08 2024-09-30 13F IRON MTN INC DEL COM 46284V101 63,376 10,984 20.97 7,531 60.38 0.1383
2024-08-14 2024-06-30 13F IRON MTN INC DEL COM 46284V101 52,392 -1,458 -2.71 4,695 8.71 0.0916
2024-05-14 2024-03-31 13F IRON MTN INC DEL COM 46284V101 53,850 1,203 2.29 4,319 17.24 0.0830
2024-02-14 2023-12-31 13F IRON MTN INC DEL COM 46284V101 52,647 -12,455 -19.13 3,684 -4.81 0.0752
2023-11-14 2023-09-30 13F IRON MTN INC DEL COM 46284V101 65,102 -6,734 -9.37 3,870 -5.17 0.0835
2023-08-14 2023-06-30 13F IRON MTN INC DEL COM 46284V101 71,836 -10,533 -12.79 4,082 -6.36 0.0834
2023-05-12 2023-03-31 13F IRON MTN INC DEL COM 46284V101 82,369 9,649 13.27 4,358 20.22 0.0887
2023-02-13 2022-12-31 13F IRON MTN INC DEL COM 46284V101 72,720 16,892 30.26 3,625 47.66 0.0747
2022-11-08 2022-09-30 13F IRON MTN INC NEW COM NPV COM 46284V101 55,828 -37,621 -40.26 2,455 -46.04 0.0516
2022-08-08 2022-06-30 13F IRON MTN INC COM 46284V101 93,449 11,654 14.25 4,550 0.40 0.0863
2022-05-17 2022-03-31 13F IRON MTN INC COM 46284V101 81,795 12,421 17.90 4,532 24.85 0.0698
2022-02-15 2021-12-31 13F IRON MTN INC NEW COM NPV COM 46284V101 69,374 -2,533 -3.52 3,630 16.20 0.0518
2021-11-12 2021-09-30 13F IRON MTN INC COM 46284V101 71,907 4,154 6.13 3,124 8.96 0.0475
2021-07-30 2021-06-30 13F IRON MTN INC COM 46284V101 67,753 5,266 8.43 2,867 23.95 0.0423
2021-05-07 2021-03-31 13F IRON MTN INC COM 46284V101 62,487 -8,534 -12.02 2,313 10.46 0.0360
2021-02-12 2020-12-31 13F IRON MTN INC COM 46284V101 71,021 -7,420 -9.46 2,094 -0.33 0.0346
2020-11-16 2020-09-30 13F IRON MTN INC COM 46284V101 78,441 77,672 10,100.39 2,101 10,405.00 0.0388
2020-08-12 2020-06-30 13F IRON MTN INC COM 46284V101 769 -10,339 -93.08 20 -92.42 0.0004
2020-05-15 2020-03-31 13F IRON MTN INC COM 46284V101 11,108 -20,101 -64.41 264 -73.47 0.0063
2020-05-20 2019-12-31 13F/A-1 IRON MTN INC COM 46284V101 31,209 -15,937 -33.80 995 -34.84 0.0174
2020-02-14 2019-12-31 13F IRON MTN INC COM 46284V101 31,209 -15,937 995 8,806.6907
2019-11-14 2019-09-30 13F IRON MTN INC COM 46284V101 47,146 -21,160 -30.98 1,527 -28.58 0.0281
2019-11-14 2019-06-30 13F/A-1 IRON MTN INC NEW COM NPV COM 46284V101 68,306 -18,208 -21.05 2,138 -30.31 0.0386
2019-08-14 2019-06-30 13F IRON MTN INC COM 46284V101 68,306 -18,208 2,138
2019-05-15 2019-03-31 13F IRON MTN INC NEW COM NPV COM 46284V101 86,514 -4,316 -4.75 3,068 4.21 0.0546
2019-02-06 2018-12-31 13F/A-1 IRON MTN INC COM 46284V101 90,830 -3,250 -3.45 2,944 -9.36 0.0593
2019-01-31 2018-12-31 13F IRON MTN INC COM 46284V101 90,830 -3,250 2,944
2018-11-15 2018-09-30 13F IRON MTN INC COM 46284V101 94,080 1,262 1.36 3,248 -0.06 0.0531
2018-08-22 2018-06-30 13F/A-1 IRON MTN INC COM 46284V101 92,818 6,316 7.30 3,250 19.44 0.0552
2018-08-15 2018-06-30 13F IRON MTN INC COM 46284V101 8,451 -78,051 3,250
2018-05-15 2018-03-31 13F IRON MTN INC COM 46284V101 86,502 98 0.11 2,721 -16.53 0.0456
2018-02-13 2017-12-31 13F IRON MTN INC COM 46284V101 86,404 -731 -0.84 3,260 -3.83 0.0536
2017-11-07 2017-09-30 13F IRON MTN INC COM 46284V101 87,135 14,529 20.01 3,390 35.87 0.0568
2017-08-02 2017-06-30 13F IRON MTN INC COM 46284V101 72,606 11,042 17.94 2,495 13.62 0.0417
2017-05-02 2017-03-31 13F IRON MTN INC COM 46284V101 61,564 24,690 66.96 2,196 58.67 0.0368
2016-10-31 2016-09-30 13F IRON MTN INC COM 46284V101 36,874 9,676 35.58 1,384 27.79 0.0227
2016-08-08 2016-06-30 13F IRON MTN INC COM 46284V101 27,198 -23,857 -46.73 1,083 -37.44 0.0176
2016-05-16 2016-03-31 13F IRON MTN INC COM 46284V101 51,055 -3,013 -5.57 1,731 18.56 0.0288
2016-02-10 2015-12-31 13F IRON MTN INC COM 46284V101 54,068 -2,455 -4.34 1,460 -16.71 0.0232
2015-11-16 2015-09-30 13F IRON MTN INC COM 46284V101 56,523 -42,224 -42.76 1,753 -42.73 0.0280
2015-08-11 2015-06-30 13F IRON MTN INC COM 46284V101 98,747 97,795 10,272.58 3,061 8,645.71 0.0420
2015-05-13 2015-03-31 13F IRON MTN INC COM 46284V101 952 -362,395 -99.74 35 -99.75 0.0005
2015-02-05 2014-12-31 13F IRON MTN COM 462846106 363,347 18,626 5.40 14,047 24.81 0.1883
2014-11-13 2014-09-30 13F IRON MTN COM 462846106 344,721 18,301 5.61 11,255 -2.74 0.1552
2014-08-14 2014-06-30 13F IRON MTN COM 462846106 326,420 178,268 120.33 11,572 183.28 0.1604
2014-05-15 2014-03-31 13F IRON MTN COM 462846106 148,152 147,164 14,895.14 4,085 13,516.67 0.0619
2014-02-03 2013-12-31 13F IRON MTN COM 462846106 988 0 0.00 30 11.11 0.0005
2013-11-15 2013-09-30 13F IRON MTN COM 462846106 988 0 0.00 27 3.85 0.0005
2013-08-14 2013-06-30 13F IRON MTN COM 462846106 988 988 26 0.0005
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.