Iron Mountain Incorporated
US ˙ NYSE ˙ US46284V1017

SecurityIRM / Iron Mountain Incorporated
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership35,592 shares
Latest Disclosed Value $ 3,635,367
Mackenzie Financial Corp reports 8.67% increase in ownership of IRM / Iron Mountain Incorporated

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 35,592 shares of Iron Mountain Incorporated (US:IRM) valued at $3,635,367 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 32,751 shares of Iron Mountain Incorporated. This represents a change in shares of 8.67% during the quarter. The current value of the position is $4,553,996 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.

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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)
2026-05-13 2026-03-31 13F IRON MTN INC DEL COM 46284V101 35,592 2,841 8.67 3,635 33.44 0.0044
2026-02-18 2025-12-31 13F IRON MTN INC DEL COM 46284V101 32,751 1,953 6.34 2,725 -13.22 0.0032
2025-11-13 2025-09-30 13F IRON MTN INC DEL COM 46284V101 30,798 990 3.32 3,140 2.68 0.0038
2025-08-13 2025-06-30 13F IRON MTN INC DEL COM 46284V101 29,808 1,471 5.19 3,057 25.39 0.0040
2025-05-07 2025-03-31 13F IRON MTN INC DEL COM 46284V101 28,337 3,248 12.95 2,438 -7.55 0.0035
2025-05-02 2024-12-31 13F/A-2 IRON MTN INC DEL COM 46284V101 25,089 -60 -0.24 2,637 -11.75 0.0036
2025-02-20 2024-12-31 13F/A-1 IRON MTN INC DEL COM 46284V101 25,089 -60 2,637 0.0034
2025-02-14 2024-12-31 13F Iron Mountain REIT 46284V101 25,089 -60 2,366 0.0034
2024-11-13 2024-09-30 13F IRON MTN INC DEL COM 46284V101 25,149 -96,796 -79.38 2,988 -72.66 0.0042
2024-08-14 2024-06-30 13F IRON MTN INC DEL COM 46284V101 121,945 -8,664 -6.63 10,929 4.31 0.0162
2024-05-10 2024-03-31 13F IRON MTN INC DEL COM 46284V101 130,609 12,597 10.67 10,476 26.86 0.0151
2024-01-30 2023-12-31 13F IRON MTN INC DEL COM 46284V101 118,012 1,112 0.95 8,258 23.44 0.0125
2023-10-25 2023-09-30 13F IRON MTN INC DEL COM 46284V101 116,900 91,848 366.63 6,690 366.53 0.0112
2023-08-03 2023-06-30 13F IRON MTN INC DEL COM 46284V101 25,052 -814 -3.15 1,435 4.82 0.0022
2023-04-24 2023-03-31 13F IRON MTN INC DEL COM 46284V101 25,866 335 1.31 1,369 7.55 0.0021
2023-02-14 2022-12-31 13F IRON MTN INC DEL COM 46284V101 25,531 1,664 6.97 1,273 21.26 0.0021
2022-10-07 2022-09-30 13F Iron Mountain REIT 46284V101 23,867 -17,696 -42.58 1,049 -48.17 0.0018
2022-08-10 2022-06-30 13F IRON MTN INC COM 46284V101 41,563 33,592 421.43 2,024 357.92 0.0032
2022-05-13 2022-03-31 13F IRON MTN INC COM 46284V101 7,971 997 14.30 442 21.10 0.0006
2022-02-14 2021-12-31 13F IRON MTN INC COM 46284V101 6,974 -1,011 -12.66 365 5.19 0.0005
2021-11-08 2021-09-30 13F IRON MTN INC COM 46284V101 7,985 618 8.39 347 11.22 0.0005
2021-08-11 2021-06-30 13F IRON MTN INC COM 46284V101 7,367 -507 -6.44 312 7.22 0.0004
2021-05-14 2021-03-31 13F IRON MTN INC COM 46284V101 7,874 7,874 291 0.0004
2021-02-10 2020-12-31 13F IRON MTN INC COM 46284V101 0 -8,784 -100.00 0 -100.00
2020-11-13 2020-09-30 13F IRON MTN INC COM 46284V101 8,784 775 9.68 235 12.44 0.0006
2020-08-13 2020-06-30 13F IRON MTN INC COM 46284V101 8,009 991 14.12 209 -6.70 0.0006
2020-02-13 2019-12-31 13F IRON MTN INC COM 46284V101 7,018 7,018 224 0.0006
2019-05-15 2019-03-31 13F IRON MTN INC COM 46284V101 0 -8,505 -100.00 0 -100.00
2019-02-06 2018-12-31 13F IRON MTN INC COM 46284V101 8,505 473 5.89 276 -0.36 0.0007
2018-11-15 2018-09-30 13F IRON MTN INC COM 46284V101 8,032 1,427 21.60 277 19.91 0.0007
2018-08-13 2018-06-30 13F IRON MTN INC COM 46284V101 6,605 6,605 231 0.0006
2015-08-13 2015-06-30 13F IRON MTN INC COM 46284V101 0 -25,780 -100.00 0 -100.00
2015-05-13 2015-03-31 13F IRON MTN INC COM 46284V101 25,780 -1,557 -5.70 940 -11.07 0.0050
2015-02-11 2014-12-31 13F IRON MTN COM 462846106 27,337 -334,143 -92.44 1,057 -91.04 0.0054
2014-11-12 2014-09-30 13F IRON MTN COM 462846106 361,480 -638,788 -63.86 11,802 -66.72 0.0592
2014-08-11 2014-06-30 13F IRON MTN COM 462846106 1,000,268 -14,366 -1.42 35,460 26.77 0.1649
2014-05-14 2014-03-31 13F IRON MTN COM 462846106 1,014,634 221,763 27.97 27,973 16.24 0.1371
2014-02-11 2013-12-31 13F/A-1 IRON MTN COM 462846106 792,871 759,320 2,263.18 24,064 2,553.14 0.1216
2014-02-03 2013-12-31 13F IRON MTN COM 462846106 792,871 24,064
2013-11-12 2013-09-30 13F IRON MTN COM 462846106 33,551 1,241 3.84 907 5.47 0.0046
2013-08-20 2013-06-30 13F/A-1 IRON MTN COM 462846106 32,310 32,310 860 0.0041
2013-08-09 2013-06-30 13F IRON MTN COM 462846106 32,310 860 0.0041
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.