Iron Mountain Incorporated
DE ˙ DB ˙ US46284V1017
108,60 € ↓ -0,40 (-0,37%)
2026-05-29
AKTIENPREIS
SecurityDE:I5M / Iron Mountain Incorporated
InstitutionHeritage Trust Co
Latest Disclosed Ownership29,798 shares
Latest Disclosed Value $ 3,043,577
Heritage Trust Co reports 7.16% increase in ownership of I5M / Iron Mountain Incorporated

On May 13, 2026 - Heritage Trust Co filed a 13F-HR form disclosing ownership of 29,798 shares of Iron Mountain Incorporated (DE:I5M) valued at $2,645,466 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 27,806 shares of Iron Mountain Incorporated. This represents a change in shares of 7.16% during the quarter. The current value of the position is $3,236,063 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F IRON MTN INC COM COMMON STOCK 46284V101 29,798 1,992 7.16 3,044 31.96 0.1755
2026-02-10 2025-12-31 13F IRON MTN INC COM COMMON STOCK 46284V101 27,806 6,652 31.45 2,307 6.96 0.2347
2025-11-12 2025-09-30 13F IRON MTN INC COM COMMON STOCK 46284V101 21,154 -21 -0.10 2,156 -0.69 0.2285
2025-08-12 2025-06-30 13F IRON MTN INC COM COMMON STOCK 46284V101 21,175 -328 -1.53 2,172 17.35 0.2508
2025-05-09 2025-03-31 13F IRON MTN INC COM COMMON STOCK 46284V101 21,503 -652 -2.94 1,850 -20.53 0.2243
2025-02-13 2024-12-31 13F IRON MTN INC COM COMMON STOCK 46284V101 22,155 -484 -2.14 2,329 14.79 0.2742
2024-08-12 2024-06-30 13F IRON MTN INC COM COMMON STOCK 46284V101 22,639 -238 -1.04 2,029 10.58 0.2676
2024-05-10 2024-03-31 13F IRON MTN INC COM COMMON STOCK 46284V101 22,877 400 1.78 1,835 16.67 0.2457
2024-02-09 2023-12-31 13F IRON MTN INC COM COMMON STOCK 46284V101 22,477 817 3.77 1,573 22.14 0.2214
2023-11-08 2023-09-30 13F IRON MTN INC COM COMMON STOCK 46284V101 21,660 30 0.14 1,288 4.72 0.2010
2023-08-11 2023-06-30 13F IRON MTN INC COM COMMON STOCK 46284V101 21,630 2,265 11.70 1,229 20.02 0.1798
2023-05-12 2023-03-31 13F IRON MTN INC COM COMMON STOCK 46284V101 19,365 2,869 17.39 1,025 24.57 0.1611
2023-02-10 2022-12-31 13F IRON MTN INC COM COMMON STOCK 46284V101 16,496 16,496 822 0.1339
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.