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 3 季 13F 持有人
Iron Mountain Inc 在 2021/9/30 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
- 711
- 較 2021 年第 2 季 +31 家
- 持有股數
- 2.29 億
- 較 2021 年第 2 季 +13.3 萬 (+0.1%)
- 總市值
- $99.4 億
- 較 2021 年第 2 季 +$2.60 億 (+2.7%)
- 新進機構
- 73
- 另有 282 家加碼
- 清倉機構
- 42
- 另有 244 家減碼
另有 7 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| All Season Financial Advisors, Inc. | 12,424 | $54.0 萬 | 0.43% | −2,116−14.6% | 減碼 |
| King Luther Capital Management Corp | 12,525 | $54.4 萬 | 0.00% | −664−5.0% | 減碼 |
| Creative Planning | 12,600 | $54.7 萬 | 0.00% | −1,739−12.1% | 減碼 |
| Winfield Associates, Inc. | 12,780 | $55.5 萬 | 0.21% | +900+7.6% | 加碼 |
| Sigma Planning Corp | 12,876 | $55.9 萬 | 0.02% | −5,240−28.9% | 減碼 |
| Princeton Capital Management LLC | 12,854 | $55.9 萬 | 0.18% | −2,800−17.9% | 減碼 |
| Meeder Asset Management Inc | 12,932 | $56.1 萬 | 0.03% | −9,439−42.2% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 13,147 | $57.1 萬 | 0.01% | +35+0.3% | 加碼 |
| Spirit of America Management Corp | 13,250 | $57.6 萬 | 0.12% | +13,250 | 新進 |
| Harbour Investments, Inc. | 13,352 | $58.0 萬 | 0.02% | −1,569−10.5% | 減碼 |
| Lee Danner & Bass Inc | 13,513 | $58.7 萬 | 0.05% | +3,905+40.6% | 加碼 |
| Mid Atlantic Financial Management Inc | 13,575 | $59.0 萬 | 0.04% | −1,934−12.5% | 減碼 |
| Quantedge Capital Pte Ltd | 13,700 | $59.5 萬 | 0.29% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 13,710 | $59.6 萬 | 0.21% | +10+0.1% | 加碼 |
| SMH Capital Advisors Inc | 13,832 | $60.1 萬 | 1.10% | −85−0.6% | 減碼 |
| Virtu Financial LLC | 13,906 | $60.4 萬 | 0.05% | −1,015−6.8% | 減碼 |
| American National Registered Investment Advisor, Inc. | 14,112 | $61.3 萬 | 0.22% | −43−0.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 14,200 | $61.7 萬 | 0.01% | −59,100−80.6% | 減碼 |
| JustInvest LLC | 14,646 | $63.6 萬 | 0.06% | −1,012−6.5% | 減碼 |
| Candriam Luxembourg S.C.A. | 14,653 | $63.7 萬 | 0.00% | −14,596−49.9% | 減碼 |
| Hilltop Holdings Inc. | 14,664 | $63.7 萬 | 0.07% | 00.0% | 不變 |
| Diamant Asset Management, Inc. | 14,775 | $64.2 萬 | 0.53% | +14,775 | 新進 |
| Point72 Hong Kong Ltd | 14,904 | $64.8 萬 | 0.05% | +14,904 | 新進 |
| AGF Investments LLC | 15,046 | $65.4 萬 | 0.06% | +8+0.1% | 加碼 |
| Advisor Partners LLC | 15,090 | $65.6 萬 | 0.04% | −563−3.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 15,330 | $66.6 萬 | 0.04% | +487+3.3% | 加碼 |
| Venture Visionary Partners LLC | 14,694 | $67.1 萬 | 0.05% | −1,187−7.5% | 減碼 |
| Beacon Financial Advisory LLC | 15,820 | $68.7 萬 | 0.36% | +490+3.2% | 加碼 |
| Sawtooth Solutions, LLC | 15,865 | $68.9 萬 | 0.11% | +4,546+40.2% | 加碼 |
| Foster & Motley Inc | 15,997 | $69.5 萬 | 0.06% | −3,390−17.5% | 減碼 |
| First National Trust Co | 16,057 | $69.8 萬 | 0.04% | +304+1.9% | 加碼 |
| Pathstone Family Office, LLC | 16,157 | $71.1 萬 | 0.02% | +1,020+6.7% | 加碼 |
| Monetary Management Group Inc | 16,400 | $71.3 萬 | 0.20% | −5,000−23.4% | 減碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 16,443 | $71.4 萬 | 0.01% | −7,800−32.2% | 減碼 |
| Hancock Whitney Corp | 16,484 | $71.6 萬 | 0.03% | −9,143−35.7% | 減碼 |
| Tectonic Advisors LLC | 16,822 | $73.0 萬 | 0.14% | +7,930+89.2% | 加碼 |
| Advisory Research Inc | 16,901 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 16,694 | $73.4 萬 | 0.03% | +1,231+8.0% | 加碼 |
| Koshinski Asset Management, Inc. | 17,197 | $74.7 萬 | 0.06% | +17,197 | 新進 |
| Tower Research Capital LLC (TRC) | 17,427 | $75.7 萬 | 0.02% | −11,958−40.7% | 減碼 |
| Atom Investors LP | 17,454 | $75.8 萬 | 0.15% | +7,763+80.1% | 加碼 |
| Prudent Man Advisors, LLC | 17,558 | $76.3 萬 | 0.29% | +154+0.9% | 加碼 |
| Kentucky Retirement Systems | 17,684 | $76.8 萬 | 0.04% | +871+5.2% | 加碼 |
| Keeley-Teton Advisors, LLC | 17,817 | $77.4 萬 | 0.08% | −398−2.2% | 減碼 |
| Louisiana State Employees Retirement System | 18,000 | $78.2 萬 | 0.02% | 00.0% | 不變 |
| Boston Private Wealth LLC | 17,995 | $78.2 萬 | 0.01% | +12,543+230.1% | 加碼 |
| Wolverine Asset Management LLC | 18,100 | $78.6 萬 | 0.01% | −5,379−22.9% | 減碼 |
| Capital Investment Advisors, LLC | 18,101 | $78.6 萬 | 0.03% | +5,263+41.0% | 加碼 |
| Bank of the West | 18,130 | $78.8 萬 | 0.08% | −557−3.0% | 減碼 |
| Soltis Investment Advisors LLC | 18,172 | $79.0 萬 | 0.12% | +1,323+7.9% | 加碼 |
| Mariner, LLC | 18,329 | $79.7 萬 | 0.00% | +1,536+9.1% | 加碼 |
| Rafferty Asset Management, LLC | 18,654 | $81.1 萬 | 0.01% | −4,425−19.2% | 減碼 |
| New Mexico Educational Retirement Board | 18,940 | $82.3 萬 | 0.03% | −300−1.6% | 減碼 |
| Fayez Sarofim & Co | 19,143 | $83.2 萬 | 0.00% | −2,794−12.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 19,034 | $83.8 萬 | 0.00% | −2,994−13.6% | 減碼 |
| Marshall Wace, LLP | 19,503 | $84.7 萬 | 0.00% | +19,503 | 新進 |
| Foresight Wealth Management, LLC | 19,518 | $84.8 萬 | 0.37% | −373−1.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 19,532 | $84.9 萬 | 0.00% | −5,676−22.5% | 減碼 |
| NorthCoast Asset Management LLC | 19,583 | $85.1 萬 | 0.03% | +19,583 | 新進 |
| EWG Elevate Inc. | 19,636 | $85.3 萬 | 0.35% | +3,319+20.3% | 加碼 |
| Eagle Ridge Investment Management | 19,702 | $85.6 萬 | 0.10% | +19,702 | 新進 |
| Panagora Asset Management Inc | 20,084 | $87.3 萬 | 0.00% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 20,175 | $87.7 萬 | 0.00% | −538−2.6% | 減碼 |
| Trust Investment Advisors | 20,186 | $87.7 萬 | 0.78% | −123−0.6% | 減碼 |
| Wambolt & Associates, LLC | 19,993 | $87.9 萬 | 0.35% | +4,733+31.0% | 加碼 |
| Sumitomo Life Insurance Co | 20,402 | $88.6 萬 | 0.02% | −927−4.3% | 減碼 |
| Versor Investments LP | 20,382 | $88.6 萬 | 0.03% | +8,693+74.4% | 加碼 |
| Slow Capital, Inc. | 20,455 | $88.9 萬 | 0.16% | −4,032−16.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 20,456 | $88.9 萬 | 0.03% | 00.0% | 不變 |
| Fiduciary Trust Co | 20,678 | $89.8 萬 | 0.02% | 00.0% | 不變 |
| NEXT Financial Group, Inc | 20,603 | $89.9 萬 | 0.07% | +1,346+7.0% | 加碼 |
| Federated Hermes, Inc. | 21,214 | $92.2 萬 | 0.00% | −7,797−26.9% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 21,573 | $93.7 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 21,671 | $94.2 萬 | 0.42% | +5,612+34.9% | 加碼 |
| Delphi Management Inc | 22,173 | $96.3 萬 | 0.99% | −1,739−7.3% | 減碼 |
| Maryland State Retirement & Pension System | 21,801 | $96.8 萬 | 0.03% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 22,400 | $97.3 萬 | 0.17% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 22,500 | $97.8 萬 | 0.00% | 00.0% | 不變 |
| Everence Capital Management Inc | 22,570 | $98.1 萬 | 0.08% | 00.0% | 不變 |
| Reik & Co., LLC | 22,980 | $99.8 萬 | 0.26% | 00.0% | 不變 |
| New England Research & Management, Inc. | 23,100 | $100.4 萬 | 0.53% | +23,100 | 新進 |
| Bramshill Investments, LLC | 23,139 | $100.5 萬 | 0.09% | +23,139 | 新進 |
| Measured Wealth Private Client Group, LLC | 23,421 | $101.8 萬 | 0.39% | −31,918−57.7% | 減碼 |
| Roman Butler Fullerton & Co | 22,937 | $103.2 萬 | 0.48% | +515+2.3% | 加碼 |
| Securian Asset Management, Inc | 23,969 | $104.1 萬 | 0.02% | −312−1.3% | 減碼 |
| APG Asset Management N.V. | 27,905 | $104.6 萬 | 0.00% | −10,200−26.8% | 減碼 |
| Fiduciary Planning LLC | 24,108 | $104.7 萬 | 0.56% | −409−1.7% | 減碼 |
| KCM Investment Advisors LLC | 24,350 | $105.8 萬 | 0.04% | −700−2.8% | 減碼 |
| Independent Financial Group, LLC | 24,573 | $106.8 萬 | 0.11% | −720−2.8% | 減碼 |
| Future Financial Wealth Managment LLC | 25,241 | $106.8 萬 | 1.10% | 00.0% | 不變 |
| Green Alpha Advisors, LLC | 24,637 | $107.0 萬 | 0.74% | +4,932+25.0% | 加碼 |
| Lavaca Capital LLC | 24,676 | $107.2 萬 | 0.54% | −250−1.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 24,858 | $108.0 萬 | 0.03% | −1,800−6.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 24,874 | $108.1 萬 | 0.00% | +2,824+12.8% | 加碼 |
| Redwood Investment Management, LLC | 25,254 | $109.7 萬 | 0.16% | −2,457−8.9% | 減碼 |
| Gables Capital Management Inc. | 25,260 | $109.8 萬 | 0.72% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 25,323 | $110.0 萬 | 0.14% | −2,058−7.5% | 減碼 |
| US Bancorp | 25,321 | $110.0 萬 | 0.00% | +2,258+9.8% | 加碼 |
| Arkadios Wealth Advisors | 25,534 | $110.9 萬 | 0.16% | −5,539−17.8% | 減碼 |
| CIBC Asset Management Inc | 25,513 | $110.9 萬 | 0.00% | +695+2.8% | 加碼 |