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、6 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。
2022 年第 4 季 13F 持有人
Iron Mountain Inc 在 2022/12/31 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
- 782
- 較 2022 年第 3 季 +54 家
- 持有股數
- 2.29 億
- 較 2022 年第 3 季 +301.8 萬 (+1.3%)
- 總市值
- $113.8 億
- 較 2022 年第 3 季 +$14.3 億 (+14.3%)
- 新進機構
- 93
- 另有 300 家加碼
- 清倉機構
- 39
- 另有 251 家減碼
另有 15 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 |
2022 年第 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 4,728 | $23.6 萬 | 0.02% | −890−15.8% | 減碼 |
| Verdence Capital Advisors LLC | 4,793 | $23.9 萬 | 0.03% | −1,133−19.1% | 減碼 |
| Great Lakes Advisors, LLC | 4,796 | $23.9 萬 | 0.01% | −414−7.9% | 減碼 |
| Gitterman Wealth Management, LLC | 4,821 | $24.0 萬 | 0.12% | −180−3.6% | 減碼 |
| HB Wealth Management, LLC | 4,841 | $24.1 萬 | 0.00% | +4,841 | 新進 |
| L.M. Kohn & Company | 4,875 | $24.3 萬 | 0.11% | +100+2.1% | 加碼 |
| Perfromance Wealth Partners, LLC | 4,889 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Colony Group LLC | 4,890 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 4,910 | $24.5 萬 | 0.12% | +4,910 | 新進 |
| West Wealth Group, LLC | 5,000 | $24.9 萬 | 0.12% | 00.0% | 不變 |
| Bessemer Group Inc | 5,020 | $25.0 萬 | 0.00% | −701−12.3% | 減碼 |
| Dorsey Wright & Associates | 5,026 | $25.1 萬 | 0.07% | +5,026 | 新進 |
| Nations Financial Group Inc, | 5,036 | $25.1 萬 | 0.03% | +340+7.2% | 加碼 |
| Meeder Asset Management Inc | 5,037 | $25.1 萬 | 0.02% | −7,418−59.6% | 減碼 |
| Geneos Wealth Management Inc. | 5,112 | $25.5 萬 | 0.02% | −9,912−66.0% | 減碼 |
| Cullinan Associates Inc | 5,125 | $25.5 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 5,131 | $25.6 萬 | 0.18% | +33+0.6% | 加碼 |
| Advisors Management Group Inc | 5,148 | $25.7 萬 | 0.10% | +62+1.2% | 加碼 |
| Essex Savings Bank | 5,167 | $25.8 萬 | 0.09% | 00.0% | 不變 |
| TD Ameritrade Investment Management, LLC | 5,199 | $25.9 萬 | 0.00% | −1,734−25.0% | 減碼 |
| Coastline Trust Co | 5,196 | $25.9 萬 | 0.04% | +200+4.0% | 加碼 |
| Texas Yale Capital Corp. | 5,200 | $25.9 萬 | 0.01% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 5,209 | $26.0 萬 | 0.05% | +301+6.1% | 加碼 |
| Neo Ivy Capital Management | 5,220 | $26.0 萬 | 0.18% | +5,220 | 新進 |
| Howland Capital Management LLC | 5,216 | $26.3 萬 | 0.02% | +362+7.5% | 加碼 |
| NewEdge Wealth, LLC | 5,353 | $26.7 萬 | 0.01% | −180−3.3% | 減碼 |
| Washington Trust Co | 5,402 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 5,483 | $27.3 萬 | 0.01% | +5,483 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,484 | $27.3 萬 | 0.07% | −489−8.2% | 減碼 |
| Steel Peak Wealth Management LLC | 5,473 | $27.6 萬 | 0.02% | +5,473 | 新進 |
| Profund Advisors LLC | 5,583 | $27.8 萬 | 0.02% | −142−2.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 5,703 | $28.4 萬 | 0.03% | −42−0.7% | 減碼 |
| Independent Solutions Wealth Management, LLC | 5,747 | $28.6 萬 | 0.09% | +20.0% | 加碼 |
| Griffin Asset Management, Inc. | 5,779 | $28.8 萬 | 0.04% | −668−10.4% | 減碼 |
| Maven Securities LTD | 5,790 | $28.9 萬 | 0.06% | +549+10.5% | 加碼 |
| Integrated Wealth Concepts LLC | 5,832 | $29.1 萬 | 0.01% | +5,832 | 新進 |
| Centaurus Financial, Inc. | 5,969 | $29.8 萬 | 0.03% | +349+6.2% | 加碼 |
| Kayne Anderson Capital Advisors LP | 6,000 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 5,939 | $29.9 萬 | 0.18% | +5,939 | 新進 |
| Principle Wealth Partners LLC | 6,050 | $30.2 萬 | 0.03% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 6,051 | $30.2 萬 | 0.03% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 6,067 | $30.2 萬 | 0.08% | +20.0% | 加碼 |
| Stevens Capital Management LP | 6,073 | $30.3 萬 | 0.19% | +865+16.6% | 加碼 |
| Checchi Capital Advisers, LLC | 6,100 | $30.4 萬 | 0.03% | +1,000+19.6% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 6,228 | $31.0 萬 | 0.01% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 6,274 | $31.3 萬 | 0.11% | −295−4.5% | 減碼 |
| Intrua Financial, LLC | 6,128 | $31.3 萬 | 0.07% | −16,582−73.0% | 減碼 |
| Southland Equity Partners LLC | 6,312 | $31.5 萬 | 0.12% | −57−0.9% | 減碼 |
| Oppenheimer & Co Inc | 6,412 | $32.0 萬 | 0.01% | +61+1.0% | 加碼 |
| Banque Cantonale Vaudoise | 6,457 | $32.2 萬 | 0.02% | −8,900−58.0% | 減碼 |
| Ossiam | 6,464 | $32.2 萬 | 0.01% | −23,862−78.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,488 | $32.3 萬 | 0.01% | +144+2.3% | 加碼 |
| XTX Topco Ltd | 6,496 | $32.4 萬 | 0.07% | +178+2.8% | 加碼 |
| E&G Advisors, LP | 6,500 | $32.4 萬 | 0.12% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 6,500 | $32.4 萬 | 0.00% | 00.0% | 不變 |
| Pictet North America Advisors SA | 6,500 | $32.4 萬 | 0.06% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,501 | $32.4 萬 | 0.01% | −986−13.2% | 減碼 |
| Dynamic Technology Lab Private Ltd | 6,525 | $32.5 萬 | 0.03% | +6,525 | 新進 |
| Global Retirement Partners, LLC | 6,566 | $32.7 萬 | 0.02% | +976+17.5% | 加碼 |
| Kapstone Financial Advisors LLC | 5,788 | $32.8 萬 | 0.30% | +5,788 | 新進 |
| SeaCrest Wealth Management, LLC | 6,666 | $33.2 萬 | 0.05% | −341−4.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 6,667 | $33.2 萬 | 0.02% | −1,269−16.0% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 6,683 | $33.3 萬 | 0.02% | +6,683 | 新進 |
| J.W. Cole Advisors, Inc. | 6,697 | $33.4 萬 | 0.03% | +72+1.1% | 加碼 |
| Wolverine Trading, LLC | 6,770 | $33.7 萬 | 0.01% | −21,035−75.7% | 減碼 |
| Kingsview Wealth Management, LLC | 6,860 | $34.2 萬 | 0.01% | +1,438+26.5% | 加碼 |
| Vestcor Inc | 6,894 | $34.4 萬 | 0.01% | +50+0.7% | 加碼 |
| Sheets Smith Wealth Management | 6,905 | $34.4 萬 | 0.05% | −675−8.9% | 減碼 |
| Ullmann Financial Group, Inc. | 6,908 | $34.4 萬 | 0.08% | +95+1.4% | 加碼 |
| Investors Research Corp | 6,954 | $34.7 萬 | 0.09% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 6,961 | $34.8 萬 | 0.00% | +465+7.2% | 加碼 |
| Capital International Inc | 7,003 | $34.9 萬 | 0.01% | +7,003 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 7,031 | $35.0 萬 | 0.03% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 7,034 | $35.1 萬 | 0.03% | +7,034 | 新進 |
| SFG Wealth Management, LLC. | 7,055 | $35.2 萬 | 0.43% | −997−12.4% | 減碼 |
| Hudson Valley Investment Advisors Inc | 7,145 | $35.6 萬 | 0.05% | +745+11.6% | 加碼 |
| Augustine Asset Management Inc | 7,159 | $35.7 萬 | 0.20% | −97−1.3% | 減碼 |
| Coldstream Capital Management Inc | 7,192 | $35.9 萬 | 0.01% | +7,192 | 新進 |
| Fiduciary Group LLC | 7,250 | $36.1 萬 | 0.05% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,254 | $36.2 萬 | 0.01% | +325+4.7% | 加碼 |
| TBH Global Asset Management, LLC | 7,267 | $36.2 萬 | 0.09% | +13+0.2% | 加碼 |
| Sculati Wealth Management, LLC | 7,346 | $36.6 萬 | 0.21% | −12,055−62.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 7,381 | $36.8 萬 | 0.02% | −2,548−25.7% | 減碼 |
| Greenleaf Trust | 7,456 | $37.2 萬 | 0.00% | +742+11.1% | 加碼 |
| Ameliora Wealth Management Ltd. | 7,600 | $37.9 萬 | 0.20% | −4,500−37.2% | 減碼 |
| Integrated Advisors Network LLC | 7,603 | $37.9 萬 | 0.02% | +684+9.9% | 加碼 |
| Raymond James Trust N.A. | 7,590 | $37.9 萬 | 0.01% | +61+0.8% | 加碼 |
| M Holdings Securities, Inc. | 7,840 | $39.1 萬 | 0.04% | +18+0.2% | 加碼 |
| Brown Advisory Inc | 7,875 | $39.3 萬 | 0.00% | +1,043+15.3% | 加碼 |
| Cardinal Point Capital Management, ULC | 7,800 | $39.4 萬 | 0.14% | +7,800 | 新進 |
| Wetherby Asset Management Inc | 7,919 | $39.5 萬 | 0.03% | −3,751−32.1% | 減碼 |
| Glenmede Trust Co NA | 7,941 | $39.6 萬 | 0.00% | +1,559+24.4% | 加碼 |
| One Charles Private Wealth Services, LLC | 7,983 | $39.8 萬 | 0.26% | +1,898+31.2% | 加碼 |
| Thompson Davis & Co., Inc. | 8,000 | $39.9 萬 | 0.57% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 8,167 | $40.7 萬 | 0.16% | −2,681−24.7% | 減碼 |
| Atlas Capital Advisors LLC | 8,171 | $40.7 萬 | 0.07% | −962−10.5% | 減碼 |
| IHT Wealth Management, LLC | 8,220 | $41.0 萬 | 0.03% | +1,189+16.9% | 加碼 |
| Atwood & Palmer Inc | 8,250 | $41.1 萬 | 0.04% | 00.0% | 不變 |
| Veritable, L.P. | 8,279 | $41.3 萬 | 0.01% | +1,173+16.5% | 加碼 |
| Private Advisor Group, LLC | 86,761 | $41.7 萬 | 0.02% | +11,457+15.2% | 加碼 |