Iron Mountain Inc
IRM- 交易所
- NYSE
- 產業
- Real Estate Investment Trusts
- SEC CIK
- 0001020569
近 90 天,Iron Mountain Inc 內部人申報 0 筆公開市場買進、8 筆賣出;2026 年第 2 季末有 1,173 家機構在 13F 申報持有,市值合計 $324.4 億;沒有大師持有。
2021 年第 2 季 13F 持有人
Iron Mountain Inc 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 687
- 較 2021 年第 1 季 +60 家
- 持有股數
- 2.29 億
- 較 2021 年第 1 季 +386.5 萬 (+1.7%)
- 總市值
- $97.0 億
- 較 2021 年第 1 季 +$13.7 億 (+16.4%)
- 新進機構
- 112
- 另有 253 家加碼
- 清倉機構
- 52
- 另有 218 家減碼
另有 3 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 IRM 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,173 | $324.4 億 |
| 2026 年第 1 季 | 1,090 | $258.5 億 |
| 2025 年第 4 季 | 1,011 | $213.5 億 |
| 2025 年第 3 季 | 1,017 | $255.2 億 |
| 2025 年第 2 季 | 1,045 | $255.3 億 |
| 2025 年第 1 季 | 995 | $210.8 億 |
| 2024 年第 4 季 | 1,067 | $249.4 億 |
| 2024 年第 3 季 | 1,056 | $287.9 億 |
| 2024 年第 2 季 | 967 | $222.3 億 |
| 2024 年第 1 季 | 938 | $190.0 億 |
| 2023 年第 4 季 | 891 | $163.6 億 |
| 2023 年第 3 季 | 831 | $136.7 億 |
| 2023 年第 2 季 | 817 | $129.0 億 |
| 2023 年第 1 季 | 790 | $119.7 億 |
| 2022 年第 4 季 | 782 | $113.8 億 |
| 2022 年第 3 季 | 743 | $100.0 億 |
| 2022 年第 2 季 | 767 | $109.2 億 |
| 2022 年第 1 季 | 777 | $124.5 億 |
| 2021 年第 4 季 | 754 | $119.5 億 |
| 2021 年第 3 季 | 711 | $99.4 億 |
| 2021 年第 2 季 | 687 | $97.0 億 |
| 2021 年第 1 季 | 630 | $84.4 億 |
2021 年第 2 季持有機構
每家機構持有 Iron Mountain Inc 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 13,189 | $55.8 萬 | 0.00% | +13,189 | 新進 |
| Wellington Shields & Co., LLC | 13,700 | $58.0 萬 | 0.19% | +200+1.5% | 加碼 |
| Quantedge Capital Pte Ltd | 13,700 | $58.0 萬 | 0.28% | +13,700 | 新進 |
| Ossiam | 13,318 | $58.3 萬 | 0.02% | +10,288+339.5% | 加碼 |
| Independent Advisor Alliance | 13,883 | $58.8 萬 | 0.03% | +1,205+9.5% | 加碼 |
| SMH Capital Advisors Inc | 13,917 | $58.9 萬 | 1.18% | +60.0% | 加碼 |
| American National Registered Investment Advisor, Inc. | 14,155 | $59.9 萬 | 0.21% | −615−4.2% | 減碼 |
| Creative Planning | 14,339 | $60.7 萬 | 0.00% | −5,890−29.1% | 減碼 |
| Cohen & Steers, Inc. | 14,348 | $60.7 萬 | 0.00% | +490+3.5% | 加碼 |
| All Season Financial Advisors, Inc. | 14,540 | $61.5 萬 | 0.44% | +14,540 | 新進 |
| Hilltop Holdings Inc. | 14,664 | $62.1 萬 | 0.07% | +14,664 | 新進 |
| Wealthcare Advisory Partners LLC | 14,843 | $62.8 萬 | 0.04% | +2,287+18.2% | 加碼 |
| Harbour Investments, Inc. | 14,921 | $63.1 萬 | 0.02% | −1,463−8.9% | 減碼 |
| Virtu Financial LLC | 14,921 | $63.1 萬 | 0.06% | +6,240+71.9% | 加碼 |
| AGF Investments LLC | 15,038 | $63.6 萬 | 0.07% | +13,937+1,265.8% | 加碼 |
| GWM Advisors LLC | 15,272 | $64.6 萬 | 0.02% | +15,272 | 新進 |
| Beacon Financial Advisory LLC | 15,330 | $64.9 萬 | 0.35% | +1,294+9.2% | 加碼 |
| Pathstone Family Office, LLC | 15,137 | $64.9 萬 | 0.02% | +9,494+168.2% | 加碼 |
| Wambolt & Associates, LLC | 15,260 | $65.0 萬 | 0.28% | +7,727+102.6% | 加碼 |
| Mid Atlantic Financial Management Inc | 15,509 | $65.6 萬 | 0.04% | +4,280+38.1% | 加碼 |
| Geneos Wealth Management Inc. | 15,463 | $66.1 萬 | 0.03% | −1,564−9.2% | 減碼 |
| Princeton Capital Management LLC | 15,654 | $66.2 萬 | 0.20% | −290−1.8% | 減碼 |
| Advisor Partners LLC | 15,653 | $66.2 萬 | 0.04% | −136−0.9% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 15,649 | $66.2 萬 | 0.00% | +15,649 | 新進 |
| JustInvest LLC | 15,658 | $66.3 萬 | 0.07% | +15,658 | 新進 |
| First National Trust Co | 15,753 | $66.6 萬 | 0.04% | +165+1.1% | 加碼 |
| Venture Visionary Partners LLC | 15,881 | $67.2 萬 | 0.05% | +3,396+27.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 15,981 | $67.6 萬 | 0.17% | +15,981 | 新進 |
| Pinnacle Family Advisors, LLC | 16,059 | $67.7 萬 | 0.30% | +16,059 | 新進 |
| EWG Elevate Inc. | 16,317 | $69.5 萬 | 0.27% | −7,951−32.8% | 減碼 |
| AQR Capital Management LLC | 16,712 | $70.7 萬 | 0.00% | −27,954−62.6% | 減碼 |
| Mariner, LLC | 16,793 | $71.1 萬 | 0.00% | +4,381+35.3% | 加碼 |
| Kentucky Retirement Systems | 16,813 | $71.2 萬 | 0.03% | −1,022−5.7% | 減碼 |
| D.A. Davidson & Co. | 16,852 | $71.3 萬 | 0.01% | −13,702−44.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 16,855 | $71.3 萬 | 0.02% | +463+2.8% | 加碼 |
| Soltis Investment Advisors LLC | 16,849 | $71.3 萬 | 0.11% | +16,849 | 新進 |
| Advisory Research Inc | 16,901 | $71.5 萬 | 0.05% | +5,781+52.0% | 加碼 |
| Oppenheimer & Co Inc | 16,960 | $71.8 萬 | 0.01% | +5,224+44.5% | 加碼 |
| Prudent Man Advisors, LLC | 17,404 | $73.7 萬 | 0.28% | −140−0.8% | 減碼 |
| Wellington Management Group LLP | 17,964 | $75.9 萬 | 0.00% | −7,084−28.3% | 減碼 |
| Louisiana State Employees Retirement System | 18,000 | $76.2 萬 | 0.02% | +100+0.6% | 加碼 |
| Sigma Planning Corp | 18,116 | $76.7 萬 | 0.02% | −1,920−9.6% | 減碼 |
| Keeley-Teton Advisors, LLC | 18,215 | $77.1 萬 | 0.08% | −13,658−42.9% | 減碼 |
| Bank of the West | 18,687 | $79.1 萬 | 0.08% | −80−0.4% | 減碼 |
| Gotham Asset Management, LLC | 18,977 | $80.3 萬 | 0.03% | +18,977 | 新進 |
| New Mexico Educational Retirement Board | 19,240 | $81.4 萬 | 0.03% | +800+4.3% | 加碼 |
| Foster & Motley Inc | 19,387 | $82.0 萬 | 0.07% | −11,910−38.1% | 減碼 |
| NEXT Financial Group, Inc | 19,257 | $82.0 萬 | 0.07% | −753−3.8% | 減碼 |
| Green Alpha Advisors, LLC | 19,705 | $83.4 萬 | 0.57% | +6,653+51.0% | 加碼 |
| Foresight Wealth Management, LLC | 19,891 | $84.2 萬 | 0.36% | +3,754+23.3% | 加碼 |
| Panagora Asset Management Inc | 20,084 | $85.0 萬 | 0.00% | −46,409−69.8% | 減碼 |
| Polar Asset Management Partners Inc. | 20,083 | $85.0 萬 | 0.01% | +20,083 | 新進 |
| Trust Investment Advisors | 20,309 | $85.9 萬 | 0.76% | +869+4.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 20,456 | $86.6 萬 | 0.03% | −334−1.6% | 減碼 |
| Fiduciary Trust Co | 20,678 | $87.5 萬 | 0.02% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 20,713 | $87.7 萬 | 0.00% | −58,540−73.9% | 減碼 |
| TrimTabs Asset Management, LLC | 20,868 | $90.0 萬 | 0.46% | +3,990+23.6% | 加碼 |
| Sumitomo Life Insurance Co | 21,329 | $90.3 萬 | 0.03% | −3,633−14.6% | 減碼 |
| Monetary Management Group Inc | 21,400 | $90.6 萬 | 0.27% | −1,200−5.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,573 | $91.3 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 21,801 | $92.5 萬 | 0.03% | 00.0% | 不變 |
| Fayez Sarofim & Co | 21,937 | $92.8 萬 | 0.00% | +21,937 | 新進 |
| Northwestern Mutual Wealth Management Co | 22,050 | $93.3 萬 | 0.00% | +6,136+38.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 22,028 | $94.6 萬 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 22,371 | $94.7 萬 | 0.04% | −11,889−34.7% | 減碼 |
| Boenning & Scattergood, Inc. | 22,400 | $94.8 萬 | 0.17% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 22,422 | $94.9 萬 | 0.46% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 22,500 | $95.2 萬 | 0.00% | +22,500 | 新進 |
| Everence Capital Management Inc | 22,570 | $95.5 萬 | 0.08% | 00.0% | 不變 |
| Reik & Co., LLC | 22,980 | $97.3 萬 | 0.25% | 00.0% | 不變 |
| US Bancorp | 23,063 | $97.5 萬 | 0.00% | +452+2.0% | 加碼 |
| Rafferty Asset Management, LLC | 23,079 | $97.7 萬 | 0.01% | +7,909+52.1% | 加碼 |
| Breiter Capital Management Inc | 23,416 | $99.1 萬 | 0.53% | +2,224+10.5% | 加碼 |
| Wolverine Asset Management LLC | 23,479 | $99.3 萬 | 0.01% | +4,621+24.5% | 加碼 |
| Delphi Management Inc | 23,912 | $101.2 萬 | 0.97% | −2,847−10.6% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 24,243 | $102.6 萬 | 0.02% | +5,300+28.0% | 加碼 |
| Securian Asset Management, Inc | 24,281 | $102.8 萬 | 0.02% | −48−0.2% | 減碼 |
| Alethea Capital Management, LLC | 24,456 | $103.5 萬 | 0.65% | +24,456 | 新進 |
| Slow Capital, Inc. | 24,487 | $103.6 萬 | 0.20% | +408+1.7% | 加碼 |
| Fiduciary Planning LLC | 24,517 | $103.8 萬 | 0.90% | −13,198−35.0% | 減碼 |
| Tibra Equities Europe Ltd | 24,574 | $104.0 萬 | 0.32% | +24,574 | 新進 |
| CIBC Asset Management Inc | 24,818 | $105.0 萬 | 0.00% | +303+1.2% | 加碼 |
| Convergence Investment Partners, LLC | 24,833 | $105.1 萬 | 0.45% | +400+1.6% | 加碼 |
| Lavaca Capital LLC | 24,926 | $105.5 萬 | 0.54% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 25,050 | $106.0 萬 | 0.04% | −390−1.5% | 減碼 |
| CIBC Private Wealth Group, LLC | 25,208 | $106.7 萬 | 0.00% | −369−1.4% | 減碼 |
| Future Financial Wealth Managment LLC | 25,241 | $106.8 萬 | 1.10% | +33+0.1% | 加碼 |
| Gables Capital Management Inc. | 25,260 | $106.9 萬 | 0.73% | −14,835−37.0% | 減碼 |
| Independent Financial Group, LLC | 25,293 | $107.0 萬 | 0.11% | +2,374+10.4% | 加碼 |
| Cipher Capital LP | 25,409 | $107.5 萬 | 0.59% | −59,016−69.9% | 減碼 |
| Hancock Whitney Corp | 25,627 | $108.4 萬 | 0.03% | +6,159+31.6% | 加碼 |
| Eii Capital Management, Inc. | 25,700 | $108.8 萬 | 0.51% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 25,708 | $110.4 萬 | 0.13% | 00.0% | 不變 |
| Jupiter Asset Management Ltd | 26,322 | $111.4 萬 | 0.01% | +26,322 | 新進 |
| Cerity Partners LLC | 26,381 | $111.6 萬 | 0.02% | −4,025−13.2% | 減碼 |
| Thompson Investment Management, Inc. | 26,479 | $112.1 萬 | 0.16% | −135−0.5% | 減碼 |
| Horizon Kinetics Asset Management LLC | 26,658 | $112.8 萬 | 0.02% | 00.0% | 不變 |
| Donoghue Forlines LLC | 27,287 | $115.5 萬 | 0.22% | −5,888−17.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 27,381 | $115.9 萬 | 0.15% | −981−3.5% | 減碼 |
| Redwood Investment Management, LLC | 27,711 | $117.3 萬 | 0.19% | +502+1.8% | 加碼 |