Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionDAVENPORT & Co LLC
Latest Disclosed Ownership9,465 shares
Latest Disclosed Value $ 964,602
DAVENPORT & Co LLC reports 0.15% decrease in ownership of IRM1 / Iron Mountain Incorporated

On April 15, 2026 - DAVENPORT & Co LLC filed a 13F-HR form disclosing ownership of 9,465 shares of Iron Mountain Incorporated (MX:IRM1) valued at $964,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 9,479 shares of Iron Mountain Incorporated. This represents a change in shares of -0.15% 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)
2026-04-15 2026-03-31 13F IRON MTN INC DEL COM 46284V101 9,465 -14 -0.15 965 22.65 0.0052
2026-01-12 2025-12-31 13F IRON MTN INC DEL COM 46284V101 9,479 108 1.15 787 -17.61 0.0042
2025-10-15 2025-09-30 13F IRON MTN INC DEL COM 46284V101 9,371 -484 -4.91 955 -5.54 0.0051
2025-07-22 2025-06-30 13F IRON MTN INC DEL COM 46284V101 9,855 185 1.91 1,011 21.54 0.0055
2025-04-28 2025-03-31 13F IRON MTN INC DEL COM 46284V101 9,670 -15,796 -62.03 832 -68.95 0.0048
2025-01-24 2024-12-31 13F IRON MTN INC DEL COM 46284V101 25,466 735 2.97 2,676 -8.89 0.0151
2024-10-24 2024-09-30 13F IRON MTN INC DEL COM 46284V101 24,731 -101 -0.41 2,938 32.00 0.0167
2024-08-06 2024-06-30 13F IRON MTN INC DEL COM 46284V101 24,832 78 0.32 2,225 12.09 0.0134
2024-05-03 2024-03-31 13F IRON MTN INC DEL COM 46284V101 24,754 2,595 11.71 1,986 27.98 0.0122
2024-01-23 2023-12-31 13F IRON MTN INC DEL COM 46284V101 22,159 925 4.36 1,551 22.90 0.0105
2023-10-17 2023-09-30 13F IRON MTN INC DEL COM 46284V101 21,234 -2,990 -12.34 1,263 -8.28 0.0096
2023-07-20 2023-06-30 13F IRON MTN INC DEL COM 46284V101 24,224 75 0.31 1,376 7.75 0.0101
2023-04-27 2023-03-31 13F IRON MTN INC DEL COM 46284V101 24,149 1,935 8.71 1,277 15.25 0.0100
2023-01-20 2022-12-31 13F IRON MTN INC DEL COM 46284V101 22,214 500 2.30 1,108 16.02 0.0091
2022-10-11 2022-09-30 13F IRON MTN INC DEL COM 46284V101 21,714 375 1.76 955 -8.08 0.0083
2022-07-18 2022-06-30 13F IRON MTN INC COM 46284V101 21,339 4,213 24.60 1,039 9.48 0.0085
2022-05-02 2022-03-31 13F/A-1 IRON MTN INC COM 46284V101 17,126 9,980 139.66 949 153.74 0.0065
2022-05-02 2022-03-31 13F IRM COM 46284V101 17,126 9,980 949 0.0065
2022-02-10 2021-12-31 13F IRM COM 46284V101 7,146 7,146 374 0.0025
2020-07-28 2020-06-30 13F IRM COM 46284V101 0 -20,007 -100.00 0 -100.00
2020-05-05 2020-03-31 13F IRM COM 46284V101 20,007 20,007 476 0.0068
2018-10-11 2018-09-30 13F IRM COM 46284V101 0 -5,992 -100.00 0 -100.00 0.0000
2018-07-09 2018-06-30 13F IRM COM 46284V101 5,992 5,992 0 0.0026
2018-04-04 2018-03-31 13F IRM COM 46284V101 0 -6,462 -100.00 0 -100.00
2018-01-17 2017-12-31 13F IRM COM 46284V101 6,462 851 15.17 244 11.47 0.0029
2017-10-12 2017-09-30 13F IRM COM 46284V101 5,611 5,611 218 0.0028
2017-01-05 2016-12-31 13F IRM COM 46284V101 0 -20,809 -100.00 0 -100.00
2016-10-19 2016-09-30 13F IRM COM 46284V101 20,809 245 1.19 781 -4.76 0.0115
2016-07-12 2016-06-30 13F IRM COM 46284V101 20,564 20,564 819 0.0125
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.