- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 12 Feb 2024
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 6 listed it in both
- Shares listed
- 12,744,574
- combined, among listed positions
- Reported value
- $892m
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing IRM in Q4 2023
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital World Investors | 4,117,079 | $288m | 0.05% | Trimmed | -14,718,745 | 13 Feb 2024 (the filing on sec.gov) |
| Invesco Ltd | 3,420,229 | $239m | 0.06% | Added | +176,794 | 13 Feb 2024 (the filing on sec.gov) |
| Wellington Management Group LLP | 2,928,630 | $205m | under 0.1% | Trimmed | -83,630 | 12 Feb 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 639,050 | $45m | 0.11% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Neuberger Berman Group LLC | 638,028 | $45m | under 0.1% | Trimmed | -72,857 | 14 Nov 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 621,230 | $43m | 0.17% | Added | +261,306 | 14 Feb 2024 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 235,618 | $16m | 0.11% | Added | +107,099 | 14 Feb 2024 (the filing on sec.gov) |
| Acadian Asset Management LLC | 130,998 | $9.2m | under 0.1% | Added | n.a. | 13 Feb 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 13,712 | $960k | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPnew position · 639,050 shares now+639,050
- Voloridge Investment Management LLCexisting position · 621,230 shares now+261,306
- Invesco Ltdexisting position · 3,420,229 shares now+176,794
- Schonfeld Strategic Advisors LLCexisting position · 235,618 shares now+107,099
- Maverick Capital Ltdnew position · 13,712 shares now+13,712
Reductions
- Capital World Investorsexisting position · 4,117,079 shares now-14,718,745
- Wellington Management Group LLPexisting position · 2,928,630 shares now-83,630
- Neuberger Berman Group LLCexisting position · 638,028 shares now-72,857
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2015 | 4 | $1.2bn | n.a. | n.a. |
| Q2 2015 | 6 | $1.1bn | n.a. | n.a. |
| Q3 2015 | 4 | $1.3bn | n.a. | n.a. |
| Q4 2015 | 6 | $1.1bn | n.a. | n.a. |
| Q1 2016 | 4 | $1.4bn | n.a. | n.a. |
| Q2 2016 | 6 | $1.2bn | n.a. | n.a. |
| Q3 2016 | 4 | $1.1bn | n.a. | n.a. |
| Q4 2016 | 2 | $885m | n.a. | n.a. |
| Q1 2017 | 5 | $1.4bn | n.a. | n.a. |
| Q2 2017 | 5 | $1.3bn | n.a. | n.a. |
| Q3 2017 | 6 | $1.5bn | n.a. | n.a. |
| Q4 2017 | 6 | $1.3bn | n.a. | n.a. |
| Q1 2018 | 6 | $1.2bn | n.a. | n.a. |
| Q2 2018 | 3 | $1.3bn | n.a. | n.a. |
| Q3 2018 | 6 | $1.3bn | n.a. | n.a. |
| Q4 2018 | 4 | $1.3bn | n.a. | n.a. |
| Q1 2019 | 12 | $1.6bn | n.a. | n.a. |
| Q2 2019 | 6 | $1.3bn | n.a. | n.a. |
| Q3 2019 | 8 | $1.4bn | n.a. | n.a. |
| Q4 2019 | 5 | $1.2bn | n.a. | n.a. |
| Q1 2020 | 7 | $975m | n.a. | n.a. |
| Q2 2020 | 2 | $920m | n.a. | n.a. |
| Q3 2020 | 3 | $951m | n.a. | n.a. |
| Q4 2020 | 3 | $865m | n.a. | n.a. |
| Q1 2021 | 2 | $1.2bn | n.a. | n.a. |
| Q2 2021 | 2 | $1.4bn | n.a. | n.a. |
| Q3 2021 | 2 | $1.4bn | n.a. | n.a. |
| Q4 2021 | 3 | $2.0bn | n.a. | n.a. |
| Q1 2022 | 2 | $1.7bn | n.a. | n.a. |
| Q2 2022 | 3 | $1.4bn | n.a. | n.a. |
| Q3 2022 | 5 | $1.3bn | n.a. | n.a. |
| Q4 2022 | 5 | $1.6bn | n.a. | n.a. |
| Q1 2023 | 3 | $1.4bn | n.a. | n.a. |
| Q2 2023 | 4 | $1.2bn | n.a. | n.a. |
| Q3 2023 | 7 | $1.6bn | n.a. | n.a. |
| Q4 2023 | 9 | $892m | 6 | 3 |
| Q1 2024 | 10 | $758m | 5 | 5 |
| Q2 2024 | 6 | $811m | 3 | 5 |
| Q3 2024 | 6 | $956m | 3 | 3 |
| Q4 2024 | 10 | $856m | 6 | 3 |
| Q1 2025 | 11 | $1.1bn | 6 | 5 |
| Q2 2025 | 11 | $1.8bn | 5 | 5 |
| Q3 2025 | 6 | $1.7bn | 4 | 1 |
| Q4 2025 | 6 | $1.3bn | 16 | 10 |
| Q1 2026 | 9 | $1.7bn | 16 | 14 |
| Q2 2026 | 6 | $2.0bn | 13 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IRM and WELL →IRM and EQIX →IRM and PLD →Choose a stock to compare with IRM →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IRM, latest filings →Back to the 13F Explorer →