Who owns IRM (IRM)
Which tracked institutional funds hold IRM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IRM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IRM is one-sided between 2025-Q4 and 2026-Q1: 404 added or opened and 84 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IRM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IRM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IRM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 1083 tracked filers holding IRM, 575 increased or opened the position and 452 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IRM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 39
- VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B
- VANGUARD CAPITAL MANAGEMENT LLC$1.9B
- VANGUARD FIDUCIARY TRUST CO$169M
- CIBC Bancorp USA Inc.$85M
- JANE STREET GROUP, LLC$72M
- Vanguard Global Advisers, LLC$66M
Full exits 33
- VANGUARD GROUP INC$3.9B
- CIBC Private Wealth Group LLC$56M
- Verition Fund Management LLC$17M
- SG Americas Securities, LLC$11M
- TWO SIGMA ADVISERS, LP$11M
- VIRGINIA RETIREMENT SYSTEMS ET Al$10M
Largest adds
- STATE STREET CORP$393M
- GEODE CAPITAL MANAGEMENT, LLC$178M
- MORGAN STANLEY$177M
- PRINCIPAL FINANCIAL GROUP INC$117M
- AQR CAPITAL MANAGEMENT LLC$106M
- DEUTSCHE BANK AG\$105M
Largest trims
- Pictet Asset Management Holding SA$102M
- Contour Asset Management LLC$87M
- BlackRock, Inc.$67M
- CITADEL ADVISORS LLC$55M
- NORGES BANK$51M
- Point72 Asset Management, L.P.$27M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 26,079,005 | $2.7B | 9.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 25,015,557 | $2.6B | 9.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 18,758,889 | $1.9B | 7.2% | 2026-Q1 |
| STATE STREET CORP added | 17,551,633 | $1.8B | 6.7% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 16,169,341 | $1.7B | 6.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 8,486,127 | $864M | 3.2% | 2026-Q1 |
| FMR LLC trimmed | 7,483,945 | $764M | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 4,652,247 | $475M | 1.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 4,566,093 | $466M | 1.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 4,552,286 | $465M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 4,150,486 | $424M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,013,007 | $410M | 1.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 3,856,380 | $394M | 1.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 3,135,074 | $320M | 1.2% | 2026-Q1 |
| NORGES BANK trimmed | 3,691,474 | $318M | 1.2% | 2026-Q1 |
| Daiwa Securities Group Inc. trimmed | 3,107,440 | $317M | 1.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 3,092,084 | $316M | 1.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 2,416,063 | $247M | 0.9% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 2,310,045 | $236M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,216,672 | $226M | 0.8% | 2026-Q1 |
| Vontobel Holding Ltd. added | 2,116,877 | $216M | 0.8% | 2026-Q1 |
| Nuveen, LLC trimmed | 2,068,408 | $211M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,123,358 | $207M | 0.8% | 2026-Q1 |
| Capital World Investors trimmed | 1,867,169 | $191M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,851,007 | $189M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,843,783 | $183M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,652,888 | $169M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,624,836 | $166M | 0.6% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 1,575,337 | $161M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,455,113 | $148M | 0.6% | 2026-Q1 |
| Contour Asset Management LLC trimmed | 1,444,823 | $148M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,410,720 | $144M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,399,375 | $143M | 0.5% | 2026-Q1 |
| PGGM Investments trimmed | 1,369,998 | $140M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,272,855 | $130M | 0.5% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 1,237,915 | $126M | 0.5% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 1,122,500 | $117M | 0.4% | 2026-Q1 |
| Amundi trimmed | 1,091,574 | $111M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 974,792 | $100M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 933,722 | $95M | 0.4% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 908,365 | $93M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 867,461 | $89M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 864,737 | $88M | 0.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 828,793 | $85M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 815,792 | $83M | 0.3% | 2026-Q1 |
| UBS Group AG added | 801,430 | $82M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 707,441 | $72M | 0.3% | 2026-Q1 |
| APG Asset Management US Inc. added | 703,912 | $71M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 673,771 | $69M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 658,454 | $67M | 0.3% | 2026-Q1 |
| Welch & Forbes LLC trimmed | 652,068 | $67M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 647,775 | $66M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 621,238 | $63M | 0.2% | 2026-Q1 |
| Epoch Investment Partners, Inc. trimmed | 616,513 | $63M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 601,581 | $61M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 590,504 | $60M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 590,052 | $60M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 586,881 | $60M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 578,543 | $59M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 563,343 | $58M | 0.2% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 548,049 | $56M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 547,474 | $56M | 0.2% | 2026-Q1 |
| BAMCO INC /NY/ added | 525,270 | $54M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 508,511 | $52M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 504,995 | $52M | 0.2% | 2026-Q1 |
| DigitalBridge Group, Inc. new | 504,021 | $51M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 502,460 | $51M | 0.2% | 2026-Q1 |
| Border to Coast Pensions Partnership Ltd trimmed | 470,000 | $48M | 0.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 468,365 | $48M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 565,255 | $47M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 429,392 | $44M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 423,714 | $43M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 422,871 | $43M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 406,013 | $41M | 0.2% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 394,701 | $40M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 389,140 | $40M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 377,618 | $39M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 374,954 | $38M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 374,463 | $38M | 0.1% | 2026-Q1 |
| Aberdeen Group plc added | 371,208 | $38M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 360,751 | $37M | 0.1% | 2026-Q1 |
| Adelante Capital Management LLC added | 356,934 | $36M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 343,692 | $35M | 0.1% | 2026-Q1 |
| Vanguard Investments Australia, Ltd. new | 343,334 | $35M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 335,860 | $34M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 322,017 | $33M | 0.1% | 2026-Q1 |
| ADELL HARRIMAN & CARPENTER INC added | 315,817 | $32M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 315,634 | $32M | 0.1% | 2026-Q1 |
| Marble Harbor Investment Counsel, LLC trimmed | 300,474 | $31M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 297,330 | $30M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 295,133 | $30M | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 287,817 | $29M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 270,616 | $28M | 0.1% | 2026-Q1 |
| Apollo Management Holdings, L.P. | 265,539 | $27M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 46,625,383 | $3.9B | 14.4% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 677,651 | $56M | 0.2% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI new | 513,791 | $53M | 0.2% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 382,076 | $39M | 0.1% | 2025-Q2 stale |
| AEW CAPITAL MANAGEMENT L P trimmed | 315,257 | $32M | 0.1% | 2025-Q3 stale |
| Gillson Capital LP trimmed | 286,900 | $29M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.