Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership224,847 shares
Latest Disclosed Value $ 22,965,858
Envestnet Asset Management Inc reports 43.41% increase in ownership of IRM1 / Iron Mountain Incorporated

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 224,847 shares of Iron Mountain Incorporated (MX:IRM1) valued at $22,965,858 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 156,782 shares of Iron Mountain Incorporated. This represents a change in shares of 43.41% 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)
2026-05-04 2026-03-31 13F IRON MTN INC DEL COM 46284V101 224,847 68,065 43.41 22,966 76.59 0.0061
2026-02-10 2025-12-31 13F IRON MTN INC DEL COM 46284V101 156,782 -44,430 -22.08 13,005 -36.59 0.0039
2025-11-05 2025-09-30 13F IRON MTN INC DEL COM 46284V101 201,212 -2,815 -1.38 20,512 -1.99 0.0059
2025-08-01 2025-06-30 13F IRON MTN INC DEL COM 46284V101 204,027 -9,872 -4.62 20,927 13.72 0.0061
2025-04-29 2025-03-31 13F IRON MTN INC DEL COM 46284V101 213,899 -31,564 -12.86 18,404 -28.67 0.0059
2025-02-13 2024-12-31 13F IRON MTN INC DEL COM 46284V101 245,463 -210,140 -46.12 25,801 -52.34 0.0083
2024-11-07 2024-09-30 13F IRON MTN INC DEL COM 46284V101 455,603 -46,849 -9.32 54,139 20.23 0.0175
2024-08-08 2024-06-30 13F IRON MTN INC DEL COM 46284V101 502,452 -16,895 -3.25 45,030 8.10 0.0157
2024-05-13 2024-03-31 13F IRON MTN INC DEL COM 46284V101 519,347 139,864 36.86 41,657 56.86 0.0156
2024-02-13 2023-12-31 13F IRON MTN INC DEL COM 46284V101 379,483 -188,761 -33.22 26,556 -21.39 0.0110
2023-11-13 2023-09-30 13F IRON MTN INC DEL COM 46284V101 568,244 -30,480 -5.09 33,782 -0.70 0.0155
2023-08-04 2023-06-30 13F IRON MTN INC DEL COM 46284V101 598,724 -106,036 -15.05 34,019 13.46 0.0151
2023-05-11 2023-03-31 13F IRON MTN INC DEL COM 46284V101 704,760 127,573 22.10 29,985 4.21 0.0144
2023-02-07 2022-12-31 13F IRON MTN INC DEL COM 46284V101 577,187 10,996 1.94 28,773 15.57 0.0149
2022-11-10 2022-09-30 13F IRON MTN INC DEL COM 46284V101 566,191 -6,219 -1.09 24,895 -10.68 0.0142
2022-08-03 2022-06-30 13F IRON MTN INC COM 46284V101 572,410 -2,194 -0.38 27,871 -12.46 0.0156
2022-05-04 2022-03-31 13F IRON MTN INC COM 46284V101 574,604 73,629 14.70 31,839 21.45 0.0160
2022-02-04 2021-12-31 13F IRON MTN INC COM 46284V101 500,975 -13,420 -2.61 26,216 17.30 0.0130
2021-10-07 2021-09-30 13F IRON MTN INC COM 46284V101 514,395 4,976 0.98 22,350 3.67 0.0123
2021-08-04 2021-06-30 13F IRON MTN INC COM 46284V101 509,419 -9,021 -1.74 21,559 12.36 0.0122
2021-05-04 2021-03-31 13F IRON MTN INC COM 46284V101 518,440 31,626 6.50 19,187 33.70 0.0125
2021-02-02 2020-12-31 13F IRON MTN INC COM 46284V101 486,814 94,538 24.10 14,351 36.56 0.0108
2020-10-09 2020-09-30 13F IRON MTN INC COM 46284V101 392,276 83,777 27.16 10,509 30.51 0.0093
2020-07-08 2020-06-30 13F IRON MTN INC COM 46284V101 308,499 250,865 435.27 8,052 486.88 0.0079
2020-04-23 2020-03-31 13F IRON MTN INC COM 46284V101 57,634 5,626 10.82 1,372 -17.20 0.0016
2020-02-11 2019-12-31 13F IRON MTN INC COM 46284V101 52,008 13,536 35.18 1,657 32.99 0.0017
2019-10-17 2019-09-30 13F IRON MTN INC COM 46284V101 38,472 -6,628 -14.70 1,246 -11.76 0.0014
2019-08-02 2019-06-30 13F IRON MTN INC COM 46284V101 45,100 11,969 36.13 1,412 20.17 0.0018
2019-05-10 2019-03-31 13F IRON MTN INC COM 46284V101 33,131 -5,317 -13.83 1,175 -5.70 0.0016
2019-02-12 2018-12-31 13F IRON MTN INC COM 46284V101 38,448 38,448 1,246 0.0019
2018-11-14 2018-09-30 13F IRON MTN INC COM 46284V101 0 -5,696 -100.00 0 -100.00
2018-08-10 2018-06-30 13F IRON MTN INC COM 46284V101 5,696 1,235 27.68 200 36.05 0.0005
2018-05-09 2018-03-31 13F IRON MTN INC COM 46284V101 4,461 -140,335 -96.92 147 -97.31 0.0004
2018-02-20 2017-12-31 13F IRON MTN INC COM 46284V101 144,796 91,515 171.76 5,463 163.66 0.0122
2017-11-13 2017-09-30 13F IRON MTN INC COM 46284V101 53,281 -45,409 -46.01 2,072 -38.86 0.0050
2017-08-14 2017-06-30 13F IRON MTN INC COM 46284V101 98,690 -3,751 -3.66 3,389 -7.25 0.0094
2017-05-09 2017-03-31 13F IRON MTN INC COM 46284V101 102,441 1,334 1.32 3,654 11.33 0.0117
2017-02-14 2016-12-31 13F IRON MTN INC COM 46284V101 101,107 1,174 1.17 3,282 -12.48 0.0119
2016-11-14 2016-09-30 13F IRON MTN INC COM 46284V101 99,933 -4,584 -4.39 3,750 -9.92 0.0145
2016-08-15 2016-06-30 13F IRON MTN INC COM 46284V101 104,517 -854 -0.81 4,163 16.51 0.0166
2016-05-16 2016-03-31 13F IRON MTN INC COM 46284V101 105,371 14,131 15.49 3,573 45.01 0.0154
2016-02-16 2015-12-31 13F IRON MTN INC COM 46284V101 91,240 1,124 1.25 2,464 -11.84 0.0112
2015-11-13 2015-09-30 13F IRON MTN INC COM 46284V101 90,116 3,136 3.61 2,795 3.67 0.0139
2015-08-13 2015-06-30 13F IRON MTN INC COM 46284V101 86,980 86,980 2,696 0.0128
2015-02-12 2014-12-31 13F Iron Mountain COM 462846106 0 -61 -100.00 0 -100.00
2014-11-13 2014-09-30 13F Iron Mountain COM 462846106 61 -74 -54.81 2 -50.00 0.0000
2014-02-12 2013-12-31 13F Iron Mountain COM 462846106 135 135 4 0.0000
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.