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 2 季 13F 持有人
Iron Mountain Inc 在 2023/6/30 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
- 817
- 較 2023 年第 1 季 +35 家
- 持有股數
- 2.27 億
- 較 2023 年第 1 季 +165.6 萬 (+0.7%)
- 總市值
- $129.0 億
- 較 2023 年第 1 季 +$9.55 億 (+8.0%)
- 新進機構
- 86
- 另有 284 家加碼
- 清倉機構
- 51
- 另有 292 家減碼
另有 8 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 6,600 | $37.5 萬 | 0.00% | −2,657−28.7% | 減碼 |
| E&G Advisors, LP | 6,625 | $37.6 萬 | 0.13% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 6,691 | $38.0 萬 | 0.01% | +96+1.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,797 | $38.6 萬 | 0.01% | +381+5.9% | 加碼 |
| Sculati Wealth Management, LLC | 6,801 | $38.6 萬 | 0.19% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 6,905 | $39.2 萬 | 0.06% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 6,940 | $39.4 萬 | 0.01% | +2,164+45.3% | 加碼 |
| Investors Research Corp | 6,954 | $39.5 萬 | 0.10% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,963 | $39.6 萬 | 0.01% | −1,700−19.6% | 減碼 |
| Ullmann Financial Group, Inc. | 7,076 | $40.2 萬 | 0.08% | +82+1.2% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 7,091 | $40.3 萬 | 0.03% | 00.0% | 不變 |
| Greenleaf Trust | 7,101 | $40.3 萬 | 0.00% | −342−4.6% | 減碼 |
| Kingsview Wealth Management, LLC | 7,107 | $40.4 萬 | 0.02% | −36−0.5% | 減碼 |
| Hudson Valley Investment Advisors Inc | 7,145 | $40.6 萬 | 0.05% | 00.0% | 不變 |
| Glenmede Trust Co NA | 7,710 | $40.8 萬 | 0.00% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 7,206 | $40.9 萬 | 0.05% | −238−3.2% | 減碼 |
| Fiduciary Group LLC | 7,250 | $41.2 萬 | 0.05% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 7,291 | $41.4 萬 | 0.08% | +12+0.2% | 加碼 |
| Augustine Asset Management Inc | 7,295 | $41.5 萬 | 0.19% | −115−1.6% | 減碼 |
| Great Lakes Advisors, LLC | 7,478 | $42.5 萬 | 0.00% | +7,478 | 新進 |
| Oppenheimer & Co Inc | 7,481 | $42.5 萬 | 0.01% | +1,092+17.1% | 加碼 |
| TownSquare Capital, LLC | 7,482 | $42.5 萬 | 0.01% | −399−5.1% | 減碼 |
| Checchi Capital Advisers, LLC | 7,545 | $42.9 萬 | 0.04% | +314+4.3% | 加碼 |
| Arete Wealth Advisors, LLC | 7,580 | $43.1 萬 | 0.04% | −816−9.7% | 減碼 |
| Integrated Advisors Network LLC | 7,655 | $43.5 萬 | 0.03% | +71+0.9% | 加碼 |
| Bessemer Group Inc | 7,666 | $43.6 萬 | 0.00% | +3,038+65.6% | 加碼 |
| Scotia Capital Inc. | 7,721 | $43.9 萬 | 0.00% | 00.0% | 不變 |
| Raymond James Trust N.A. | 7,811 | $44.4 萬 | 0.01% | −258−3.2% | 減碼 |
| Brown Advisory Inc | 7,865 | $44.7 萬 | 0.00% | −158−2.0% | 減碼 |
| Kapitalo Investimentos Ltda | 7,930 | $45.1 萬 | 0.08% | +7,930 | 新進 |
| Thompson Davis & Co., Inc. | 8,000 | $45.5 萬 | 0.51% | 00.0% | 不變 |
| Everence Capital Management Inc | 8,670 | $46.3 萬 | 0.04% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 8,171 | $46.4 萬 | 0.07% | 00.0% | 不變 |
| Atwood & Palmer Inc | 8,250 | $46.9 萬 | 0.04% | 00.0% | 不變 |
| Estabrook Capital Management | 8,273 | $47.0 萬 | 0.08% | −100−1.2% | 減碼 |
| Ossiam | 8,303 | $47.2 萬 | 0.01% | +12+0.1% | 加碼 |
| TCG Advisory Services, LLC | 8,316 | $47.3 萬 | 0.08% | +8,316 | 新進 |
| Sigma Planning Corp | 8,455 | $48.0 萬 | 0.02% | −5,989−41.5% | 減碼 |
| Formidable Asset Management, LLC | 8,457 | $48.1 萬 | 0.10% | −7,215−46.0% | 減碼 |
| Wellington Shields & Co., LLC | 8,533 | $48.5 萬 | 0.11% | −2,950−25.7% | 減碼 |
| Heartland Bank & Trust Co | 8,540 | $48.5 萬 | 0.38% | −788−8.4% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,573 | $48.7 萬 | 0.01% | −423−4.7% | 減碼 |
| Madden Securities Corp | 8,725 | $49.6 萬 | 0.25% | −1,750−16.7% | 減碼 |
| Herold Advisors, Inc. | 8,751 | $49.7 萬 | 0.15% | −499−5.4% | 減碼 |
| IHT Wealth Management, LLC | 8,760 | $49.8 萬 | 0.03% | +505+6.1% | 加碼 |
| Wetherby Asset Management Inc | 8,805 | $50.0 萬 | 0.03% | −436−4.7% | 減碼 |
| H&H Retirement Design & Management INC | 8,610 | $50.9 萬 | 0.34% | +87+1.0% | 加碼 |
| TD Waterhouse Canada Inc. | 8,419 | $51.0 萬 | 0.01% | +178+2.2% | 加碼 |
| Demars Financial Group, LLC | 9,063 | $51.5 萬 | 0.29% | −199−2.1% | 減碼 |
| Bailard, Inc. | 9,100 | $51.7 萬 | 0.02% | −611−6.3% | 減碼 |
| Aspire Private Capital, LLC | 9,102 | $51.7 萬 | 0.16% | +98+1.1% | 加碼 |
| Global Retirement Partners, LLC | 9,108 | $51.8 萬 | 0.03% | +1,236+15.7% | 加碼 |
| Wedbush Securities Inc | 9,144 | $52.0 萬 | 0.02% | −58−0.6% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,199 | $52.3 萬 | 0.01% | +60+0.7% | 加碼 |
| Brevan Howard Capital Management LP | 9,225 | $52.4 萬 | 0.10% | +9,225 | 新進 |
| Verus Capital Partners, LLC | 9,249 | $52.6 萬 | 0.07% | +664+7.7% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,320 | $52.9 萬 | 0.01% | +452+5.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 9,453 | $53.7 萬 | 0.16% | +1,981+26.5% | 加碼 |
| Colonial River Wealth Management, LLC | 9,506 | $54.0 萬 | 0.36% | −578−5.7% | 減碼 |
| Beacon Investment Advisors LLC | 9,516 | $54.1 萬 | 0.37% | −562−5.6% | 減碼 |
| Adelante Capital Management LLC | 9,625 | $54.7 萬 | 0.05% | −1,780−15.6% | 減碼 |
| Veritable, L.P. | 9,644 | $54.8 萬 | 0.01% | +1,243+14.8% | 加碼 |
| Merit Financial Group, LLC | 9,654 | $54.9 萬 | 0.02% | −116−1.2% | 減碼 |
| 1620 Investment Advisors, Inc. | 16,093 | $55.4 萬 | 0.63% | +16,093 | 新進 |
| Atlantic Union Bankshares Corp | 9,794 | $55.6 萬 | 0.06% | 00.0% | 不變 |
| MAI Capital Management | 9,795 | $55.7 萬 | 0.01% | −5,916−37.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 9,825 | $55.8 萬 | 0.02% | +9,825 | 新進 |
| Mathes Company, Inc. | 9,950 | $56.5 萬 | 0.25% | +9,950 | 新進 |
| Teamwork Financial Advisors, LLC | 9,956 | $56.6 萬 | 0.09% | −1,353−12.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 9,971 | $56.7 萬 | 0.01% | +704+7.6% | 加碼 |
| Armor Investment Advisors, LLC | 9,996 | $56.8 萬 | 0.34% | +186+1.9% | 加碼 |
| Archer Investment Corp | 10,000 | $56.8 萬 | 0.20% | −2,000−16.7% | 減碼 |
| Montag A & Associates Inc | 9,894 | $56.8 萬 | 0.04% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 10,240 | $58.2 萬 | 0.01% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 10,259 | $58.3 萬 | 0.23% | +232+2.3% | 加碼 |
| Fayez Sarofim & Co | 10,274 | $58.4 萬 | 0.00% | −512−4.7% | 減碼 |
| Parallax Volatility Advisers, L.P. | 10,336 | $58.7 萬 | 0.02% | +10,336 | 新進 |
| APG Asset Management N.V. | 11,405 | $59.4 萬 | 0.00% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,469 | $59.5 萬 | 0.04% | +125+1.2% | 加碼 |
| Outlook Wealth Advisors, LLC | 10,603 | $60.2 萬 | 0.23% | −592−5.3% | 減碼 |
| One Charles Private Wealth Services, LLC | 10,710 | $60.9 萬 | 0.35% | +708+7.1% | 加碼 |
| Proequities, Inc. | 10,612 | $61.0 萬 | 0.05% | −733−6.5% | 減碼 |
| Gsa Capital Partners LLP | 10,838 | $61.6 萬 | 0.06% | +10,838 | 新進 |
| WealthBridge Capital Management, LLC | 10,872 | $61.8 萬 | 0.25% | −40−0.4% | 減碼 |
| Hunter Associates Investment Management LLC | 10,900 | $61.8 萬 | 0.12% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 11,089 | $63.0 萬 | 0.05% | +5,038+83.3% | 加碼 |
| Independent Financial Group, LLC | 11,153 | $63.4 萬 | 0.04% | +575+5.4% | 加碼 |
| Squarepoint Ops LLC | 11,175 | $63.5 萬 | 0.00% | −9,013−44.6% | 減碼 |
| Westwood Holdings Group Inc. | 11,200 | $63.6 萬 | 0.01% | −65,000−85.3% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 11,230 | $63.8 萬 | 0.02% | +3,914+53.5% | 加碼 |
| Abbot Financial Management, Inc. | 11,250 | $63.9 萬 | 0.41% | −1,200−9.6% | 減碼 |
| Plimoth Trust Co LLC | 11,278 | $64.1 萬 | 0.19% | +1,200+11.9% | 加碼 |
| Walleye Trading LLC | 11,290 | $64.1 萬 | 0.03% | −13,839−55.1% | 減碼 |
| Harbour Investments, Inc. | 11,328 | $64.4 萬 | 0.03% | +156+1.4% | 加碼 |
| Cerity Partners LLC | 11,443 | $65.0 萬 | 0.00% | −191−1.6% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 11,455 | $65.1 萬 | 0.57% | +800+7.5% | 加碼 |
| Assenagon Asset Management S.A. | 11,482 | $65.2 萬 | 0.00% | +22+0.2% | 加碼 |
| Pegasus Asset Management, Inc. | 11,495 | $65.3 萬 | 0.29% | +435+3.9% | 加碼 |
| Integrated Wealth Concepts LLC | 11,559 | $65.7 萬 | 0.01% | +2,762+31.4% | 加碼 |
| Retirement Planning Co of New England, Inc. | 11,587 | $65.8 萬 | 0.38% | −244−2.1% | 減碼 |