Iron Mountain Incorporated
MX ˙ BMV ˙ US46284V1017
SecurityMX:IRM1 / Iron Mountain Incorporated
InstitutionLPL Financial LLC
Latest Disclosed Ownership621,238 shares
Latest Disclosed Value $ 63,453,271
LPL Financial LLC reports 2.14% decrease in ownership of IRM1 / Iron Mountain Incorporated

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 621,238 shares of Iron Mountain Incorporated (MX:IRM1) valued at $63,453,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 634,799 shares of Iron Mountain Incorporated. This represents a change in shares of -2.14% 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)
2026-05-06 2026-03-31 13F IRON MTN INC DEL COM 46284V101 621,238 -13,561 -2.14 63,453 20.50 0.0169
2026-02-11 2025-12-31 13F IRON MTN INC DEL COM 46284V101 634,799 -74,601 -10.52 52,657 -27.19 0.0144
2025-11-12 2025-09-30 13F IRON MTN INC DEL COM 46284V101 709,400 35,804 5.32 72,316 4.67 0.0211
2025-08-12 2025-06-30 13F IRON MTN INC DEL COM 46284V101 673,596 42,787 6.78 69,091 27.30 0.0230
2025-05-07 2025-03-31 13F IRON MTN INC DEL COM 46284V101 630,809 61,974 10.89 54,275 -9.23 0.0211
2025-02-11 2024-12-31 13F IRON MTN INC DEL COM 46284V101 568,835 -21,795 -3.69 59,790 -14.81 0.0243
2024-11-08 2024-09-30 13F IRON MTN INC DEL COM 46284V101 590,630 89,131 17.77 70,185 56.16 0.0313
2024-08-07 2024-06-30 13F IRON MTN INC DEL COM 46284V101 501,499 43,498 9.50 44,944 22.34 0.0224
2024-05-10 2024-03-31 13F IRON MTN INC DEL COM 46284V101 458,001 -60,434 -11.66 36,736 1.26 0.0197
2024-02-14 2023-12-31 13F IRON MTN INC DEL COM 46284V101 518,435 44,831 9.47 36,280 28.86 0.0220
2023-11-13 2023-09-30 13F IRON MTN INC DEL COM 46284V101 473,604 2,338 0.50 28,156 5.15 0.0197
2023-07-31 2023-06-30 13F IRON MTN INC DEL COM 46284V101 471,266 40,629 9.43 26,777 17.52 0.0191
2023-05-10 2023-03-31 13F IRON MTN INC DEL COM 46284V101 430,637 -1,535 -0.36 22,785 5.77 0.0177
2023-02-07 2022-12-31 13F IRON MTN INC DEL COM 46284V101 432,172 24,295 5.96 21,544 20.12 0.0184
2022-11-14 2022-09-30 13F IRON MTN INC DEL COM 46284V101 407,877 4,838 1.20 17,934 -8.61 0.0173
2022-08-12 2022-06-30 13F IRON MTN INC COM 46284V101 403,039 14,254 3.67 19,624 -8.91 0.0186
2022-05-16 2022-03-31 13F IRON MTN INC COM 46284V101 388,785 -11,536 -2.88 21,543 2.84 0.0185
2022-02-14 2021-12-31 13F IRON MTN INC COM 46284V101 400,321 -7,939 -1.94 20,949 18.10 0.0176
2021-11-15 2021-09-30 13F IRON MTN INC COM 46284V101 408,260 9,548 2.39 17,739 5.13 0.0167
2021-08-13 2021-06-30 13F IRON MTN INC COM 46284V101 398,712 20,696 5.47 16,873 20.61 0.0171
2021-05-14 2021-03-31 13F IRON MTN INC COM 46284V101 378,016 -20,605 -5.17 13,990 19.05 0.0161
2021-02-12 2020-12-31 13F IRON MTN INC COM 46284V101 398,621 93,775 30.76 11,751 43.88 0.0152
2020-11-09 2020-09-30 13F IRON MTN INC COM 46284V101 304,846 -7,095 -2.27 8,167 0.31 0.0128
2020-08-13 2020-06-30 13F IRON MTN INC COM 46284V101 311,941 11,481 3.82 8,142 13.86 0.0142
2020-05-14 2020-03-31 13F IRON MTN INC COM 46284V101 300,460 24,525 8.89 7,151 -18.68 0.0154
2020-02-14 2019-12-31 13F IRON MTN INC COM 46284V101 275,935 49,678 21.96 8,794 20.01 0.0160
2019-11-13 2019-09-30 13F IRON MTN INC COM 46284V101 226,257 37,604 19.93 7,328 24.10 0.0149
2019-08-09 2019-06-30 13F IRON MTN INC COM 46284V101 188,653 91,644 94.47 5,905 71.66 0.0126
2019-05-08 2019-03-31 13F IRON MTN INC COM 46284V101 97,009 18,926 24.24 3,440 35.91 0.0078
2019-02-07 2018-12-31 13F IRON MTN INC COM 46284V101 78,083 7,536 10.68 2,531 3.94 0.0067
2018-11-14 2018-09-30 13F IRON MTN INC COM 46284V101 70,547 2,884 4.26 2,435 2.79 0.0058
2018-08-14 2018-06-30 13F IRON MTN INC COM 46284V101 67,663 2,985 4.62 2,369 11.48 0.0062
2018-05-15 2018-03-31 13F IRON MTN INC COM 46284V101 64,678 12,187 23.22 2,125 7.27 0.0058
2018-02-14 2017-12-31 13F IRON MTN INC COM 46284V101 52,491 -6,936 -11.67 1,981 -14.32 0.0060
2017-11-14 2017-09-30 13F IRON MTN INC COM 46284V101 59,427 -3,390 -5.40 2,312 7.14 0.0082
2017-08-14 2017-06-30 13F IRON MTN INC COM 46284V101 62,817 5,727 10.03 2,158 6.99 0.0082
2017-05-15 2017-03-31 13F IRON MOUNTAIN COM 46284V101 57,090 11,790 26.03 2,017 34.56 0.0137
2017-02-13 2016-12-31 13F IRON MOUNTAIN COM 46284V101 45,300 5,647 14.24 1,499 6.69 0.0114
2016-11-16 2016-09-30 13F IRON MOUNTAIN COM 46284V101 39,653 16,240 69.36 1,405 50.11 0.0133
2016-08-15 2016-06-30 13F IRON MOUNTAIN COM 46284V101 23,413 -10,972 -31.91 936 -16.65 0.0079
2016-05-16 2016-03-31 13F IRON MOUNTAIN COM 46284V101 34,385 -439 -1.26 1,123 17.96 0.0031
2016-02-12 2015-12-31 13F IRON MOUNTAIN COM 46284V101 34,824 17,245 98.10 952 70.92 0.0026
2015-11-13 2015-09-30 13F IRON MOUNTAIN COM 46284V101 17,579 277 1.60 557 3.15 0.0031
2015-08-14 2015-06-30 13F IRON MOUNTAIN COM 46284V101 17,302 2,222 14.73 540 -1.28 0.0027
2015-05-14 2015-03-31 13F IRON MOUNTAIN COM 46284V101 15,080 -948 -5.91 547 -11.77 0.0028
2015-02-13 2014-12-31 13F IRON MOUNTAIN COM 462846106 16,028 -8,021 -33.35 620 -19.90 0.0034
2014-11-10 2014-09-30 13F IRON MOUNTAIN COM 462846106 24,049 8,795 57.66 774 43.07 0.0046
2014-08-05 2014-06-30 13F/A-1 IRON MOUNTAIN COM 462846106 15,254 -2,021 -11.70 541 13.66 0.0032
2014-08-05 2014-06-30 13F IRON MOUNTAIN COM 462846106 15,254 1,693
2014-05-12 2014-03-31 13F IRON MOUNTAIN COM 462846106 17,275 -283 -1.61 476 -10.69 0.0029
2014-02-13 2013-12-31 13F IRON MOUNTAIN COM 462846106 17,558 -224 -1.26 533 17.66 0.0033
2013-11-04 2013-09-30 13F IRON MOUNTAIN COM 462846106 17,782 3,825 27.41 453 22.10 0.0030
2013-08-15 2013-06-30 13F IRON MOUNTAIN COM 462846106 13,957 13,957 371 0.0027
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.