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。
2023 年第 1 季 13F 持有人
Iron Mountain Inc 在 2023/3/31 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
- 790
- 較 2022 年第 4 季 +20 家
- 持有股數
- 2.26 億
- 較 2022 年第 4 季 −274.2 萬 (−1.2%)
- 總市值
- $119.7 億
- 較 2022 年第 4 季 +$6.02 億 (+5.3%)
- 新進機構
- 74
- 另有 302 家加碼
- 清倉機構
- 54
- 另有 266 家減碼
另有 12 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 7,750 | $41.0 萬 | 0.04% | −90−1.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,867 | $41.6 萬 | 0.13% | +3,399+76.1% | 加碼 |
| TownSquare Capital, LLC | 7,881 | $41.7 萬 | 0.01% | −1,469−15.7% | 減碼 |
| Thompson Davis & Co., Inc. | 8,000 | $42.3 萬 | 0.55% | 00.0% | 不變 |
| Brown Advisory Inc | 8,023 | $42.4 萬 | 0.00% | +148+1.9% | 加碼 |
| Raymond James Trust N.A. | 8,069 | $42.7 萬 | 0.01% | +479+6.3% | 加碼 |
| Atlas Capital Advisors LLC | 8,171 | $43.2 萬 | 0.07% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 7,872 | $43.4 萬 | 0.02% | +1,306+19.9% | 加碼 |
| Atwood & Palmer Inc | 8,250 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 8,255 | $43.7 萬 | 0.02% | +35+0.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 8,277 | $43.8 萬 | 0.01% | +8,277 | 新進 |
| Ossiam | 8,291 | $43.9 萬 | 0.01% | +1,827+28.3% | 加碼 |
| Estabrook Capital Management | 8,373 | $44.3 萬 | 0.08% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 8,396 | $44.4 萬 | 0.04% | +1,362+19.4% | 加碼 |
| Veritable, L.P. | 8,401 | $44.4 萬 | 0.01% | +122+1.5% | 加碼 |
| BTC Capital Management, Inc. | 8,454 | $44.7 萬 | 0.05% | −3,042−26.5% | 減碼 |
| Verus Capital Partners, LLC | 8,585 | $45.4 萬 | 0.07% | −363−4.1% | 減碼 |
| Verition Fund Management LLC | 8,604 | $45.5 萬 | 0.01% | +8,604 | 新進 |
| H&H Retirement Design & Management INC | 8,523 | $45.8 萬 | 0.29% | −10.0% | 減碼 |
| Ieq Capital, LLC | 8,663 | $45.8 萬 | 0.01% | +2,162+33.3% | 加碼 |
| Everence Capital Management Inc | 8,670 | $45.9 萬 | 0.04% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 8,241 | $46.1 萬 | 0.00% | +1,280+18.4% | 加碼 |
| Integrated Wealth Concepts LLC | 8,797 | $46.5 萬 | 0.01% | +2,965+50.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,868 | $46.9 萬 | 0.01% | +1,614+22.2% | 加碼 |
| Acadian Asset Management LLC | 8,967 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 8,996 | $47.6 萬 | 0.01% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 9,004 | $47.6 萬 | 0.16% | −102−1.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,139 | $48.4 萬 | 0.01% | +28+0.3% | 加碼 |
| Wedbush Securities Inc | 9,202 | $48.7 萬 | 0.02% | −400−4.2% | 減碼 |
| Wetherby Asset Management Inc | 9,241 | $48.9 萬 | 0.03% | +1,322+16.7% | 加碼 |
| FDx Advisors, Inc. | 9,815 | $48.9 萬 | 0.02% | 00.0% | 不變 |
| Herold Advisors, Inc. | 9,250 | $48.9 萬 | 0.17% | +100+1.1% | 加碼 |
| Marshall Wace, LLP | 9,257 | $49.0 萬 | 0.00% | −525,999−98.3% | 減碼 |
| Demars Financial Group, LLC | 9,262 | $49.0 萬 | 0.27% | −419−4.3% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,267 | $49.0 萬 | 0.01% | −145−1.5% | 減碼 |
| Heartland Bank & Trust Co | 9,328 | $49.4 萬 | 0.37% | +509+5.8% | 加碼 |
| Cardinal Point Capital Management, ULC | 9,500 | $50.9 萬 | 0.15% | +1,700+21.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 9,640 | $51.0 萬 | 0.02% | −1,201−11.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 9,650 | $51.1 萬 | 0.00% | −66,493−87.3% | 減碼 |
| Bailard, Inc. | 9,711 | $51.4 萬 | 0.02% | −1,405−12.6% | 減碼 |
| Merit Financial Group, LLC | 9,770 | $51.7 萬 | 0.02% | +127+1.3% | 加碼 |
| Atlantic Union Bankshares Corp | 9,794 | $51.8 萬 | 0.05% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 10,655 | $51.9 萬 | 0.55% | −750−6.6% | 減碼 |
| Armor Investment Advisors, LLC | 9,810 | $51.9 萬 | 0.30% | +246+2.6% | 加碼 |
| Community Bank of Raymore | 9,910 | $52.4 萬 | 0.20% | +1,520+18.1% | 加碼 |
| Founders Financial Alliance, LLC | 10,027 | $52.9 萬 | 0.26% | −585−5.5% | 減碼 |
| One Charles Private Wealth Services, LLC | 10,002 | $52.9 萬 | 0.33% | +2,019+25.3% | 加碼 |
| Montag A & Associates Inc | 9,894 | $53.0 萬 | 0.03% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 10,038 | $53.1 萬 | 0.01% | −167−1.6% | 減碼 |
| Plimoth Trust Co LLC | 10,078 | $53.3 萬 | 0.17% | 00.0% | 不變 |
| Beacon Investment Advisors LLC | 10,078 | $53.3 萬 | 0.39% | +58+0.6% | 加碼 |
| Colonial River Wealth Management, LLC | 10,084 | $53.4 萬 | 0.31% | +245+2.5% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $54.2 萬 | 0.01% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,344 | $54.7 萬 | 0.04% | −73−0.7% | 減碼 |
| Madden Securities Corp | 10,475 | $55.4 萬 | 0.29% | −35,459−77.2% | 減碼 |
| APG Asset Management N.V. | 11,405 | $55.5 萬 | 0.00% | −16,970−59.8% | 減碼 |
| Independent Financial Group, LLC | 10,578 | $56.0 萬 | 0.04% | +20.0% | 加碼 |
| Drive Wealth Management, LLC | 10,657 | $57.1 萬 | 0.24% | +10,657 | 新進 |
| Fayez Sarofim & Co | 10,786 | $57.1 萬 | 0.00% | −1,179−9.9% | 減碼 |
| Atlantic Private Wealth, LLC | 10,852 | $57.4 萬 | 0.60% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 10,912 | $57.7 萬 | 0.23% | −152−1.4% | 減碼 |
| Hunter Associates Investment Management LLC | 10,900 | $57.8 萬 | 0.12% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 11,060 | $58.5 萬 | 0.29% | 00.0% | 不變 |
| Harbour Investments, Inc. | 11,172 | $59.1 萬 | 0.03% | −362−3.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 11,176 | $59.1 萬 | 0.05% | +116+1.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 11,195 | $59.2 萬 | 0.26% | +67+0.6% | 加碼 |
| Strategic Investment Advisors | 11,278 | $59.7 萬 | 0.11% | −74−0.7% | 減碼 |
| Teamwork Financial Advisors, LLC | 11,309 | $59.8 萬 | 0.11% | −1,364−10.8% | 減碼 |
| Adelante Capital Management LLC | 11,405 | $60.3 萬 | 0.05% | +11,405 | 新進 |
| Assenagon Asset Management S.A. | 11,460 | $60.6 萬 | 0.00% | −211−1.8% | 減碼 |
| Proequities, Inc. | 11,345 | $60.7 萬 | 0.05% | +1,269+12.6% | 加碼 |
| Wellington Shields & Co., LLC | 11,483 | $60.8 萬 | 0.14% | 00.0% | 不變 |
| Delta Capital Management LLC | 11,510 | $60.9 萬 | 0.43% | 00.0% | 不變 |
| Cerity Partners LLC | 11,634 | $61.7 萬 | 0.00% | +1,742+17.6% | 加碼 |
| Retirement Planning Co of New England, Inc. | 11,831 | $62.6 萬 | 0.38% | +75+0.6% | 加碼 |
| Park Avenue Securities LLC | 11,928 | $63.1 萬 | 0.01% | +931+8.5% | 加碼 |
| Archer Investment Corp | 12,000 | $63.4 萬 | 0.23% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 12,025 | $63.6 萬 | 0.01% | +12,025 | 新進 |
| Monument Capital Management | 12,162 | $64.3 萬 | 0.22% | −12,352−50.4% | 減碼 |
| Kinneret Advisory, LLC | 12,114 | $64.8 萬 | 0.08% | −651−5.1% | 減碼 |
| HM Payson & Co | 12,264 | $64.9 萬 | 0.02% | 00.0% | 不變 |
| Cipher Capital LP | 12,321 | $65.2 萬 | 0.12% | −21,286−63.3% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 12,326 | $65.2 萬 | 0.05% | +429+3.6% | 加碼 |
| Naviter Wealth, LLC | 12,229 | $65.3 萬 | 0.23% | +3,825+45.5% | 加碼 |
| Abbot Financial Management, Inc. | 12,450 | $65.9 萬 | 0.44% | −1,600−11.4% | 減碼 |
| Pearl River Capital, LLC | 12,705 | $67.2 萬 | 0.11% | +2,070+19.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 12,706 | $67.2 萬 | 0.16% | +1,940+18.0% | 加碼 |
| Prudent Man Advisors, LLC | 12,781 | $67.6 萬 | 0.26% | −272−2.1% | 減碼 |
| Metis Global Partners, LLC | 12,829 | $67.9 萬 | 0.04% | +2,955+29.9% | 加碼 |
| Focus Financial Network, Inc. | 12,807 | $68.6 萬 | 0.04% | +497+4.0% | 加碼 |
| NewEdge Wealth, LLC | 12,975 | $68.7 萬 | 0.03% | +7,622+142.4% | 加碼 |
| Csenge Advisory Group | 13,053 | $69.1 萬 | 0.05% | −301−2.3% | 減碼 |
| Princeton Capital Management LLC | 13,084 | $69.2 萬 | 0.30% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,371 | $69.2 萬 | 0.18% | −302−2.2% | 減碼 |
| Centersquare Investment Management LLC | 13,337 | $70.6 萬 | 0.01% | +13,337 | 新進 |
| Contravisory Investment Management, Inc. | 13,417 | $71.0 萬 | 0.20% | +240+1.8% | 加碼 |
| New Mexico Educational Retirement Board | 13,440 | $71.1 萬 | 0.04% | −400−2.9% | 減碼 |
| Pathstone Family Office, LLC | 13,323 | $71.2 萬 | 0.01% | −9,074−40.5% | 減碼 |
| Advisor Partners II, LLC | 13,614 | $72.0 萬 | 0.04% | −505−3.6% | 減碼 |
| Widmann Financial Services, Inc. | 13,659 | $72.3 萬 | 0.73% | −200−1.4% | 減碼 |