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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 11,785 | $67.0 萬 | 0.02% | −6,948−37.1% | 減碼 |
| Monument Capital Management | 11,809 | $67.1 萬 | 0.21% | −353−2.9% | 減碼 |
| Measured Wealth Private Client Group, LLC | 11,875 | $67.5 萬 | 0.26% | −3,789−24.2% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,966 | $68.0 萬 | 0.16% | −1,405−10.5% | 減碼 |
| Community Bank of Raymore | 12,130 | $68.9 萬 | 0.30% | +2,220+22.4% | 加碼 |
| Kinneret Advisory, LLC | 12,114 | $69.6 萬 | 0.08% | 00.0% | 不變 |
| HM Payson & Co | 12,264 | $69.7 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 12,368 | $70.3 萬 | 0.01% | +4,091+49.4% | 加碼 |
| Strait & Sound Wealth Management LLC | 12,370 | $70.3 萬 | 0.70% | −4,997−28.8% | 減碼 |
| Savant Capital, LLC | 12,370 | $70.3 萬 | 0.01% | +12,370 | 新進 |
| PGGM Investments | 12,556 | $71.3 萬 | 0.01% | −3,416−21.4% | 減碼 |
| Prudent Man Advisors, LLC | 12,554 | $71.3 萬 | 0.27% | −227−1.8% | 減碼 |
| Park Avenue Securities LLC | 12,545 | $71.3 萬 | 0.01% | +617+5.2% | 加碼 |
| Boothbay Fund Management, LLC | 12,598 | $71.6 萬 | 0.02% | +12,598 | 新進 |
| Metis Global Partners, LLC | 12,907 | $73.3 萬 | 0.04% | +78+0.6% | 加碼 |
| Focus Financial Network, Inc. | 12,925 | $74.2 萬 | 0.04% | +118+0.9% | 加碼 |
| Princeton Capital Management LLC | 13,084 | $74.3 萬 | 0.31% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 13,413 | $76.2 萬 | 0.17% | +707+5.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 13,425 | $76.3 萬 | 0.05% | +1,099+8.9% | 加碼 |
| Moody Lynn & Lieberson, LLC | 13,435 | $76.3 萬 | 0.06% | +2,259+20.2% | 加碼 |
| Contravisory Investment Management, Inc. | 13,558 | $77.0 萬 | 0.20% | +141+1.1% | 加碼 |
| Pathstone Family Office, LLC | 13,481 | $77.3 萬 | 0.01% | +158+1.2% | 加碼 |
| Engineers Gate Manager LP | 13,633 | $77.5 萬 | 0.03% | +13,633 | 新進 |
| Columbia Asset Management | 13,666 | $77.7 萬 | 0.17% | −593−4.2% | 減碼 |
| Widmann Financial Services, Inc. | 13,889 | $78.9 萬 | 0.75% | +230+1.7% | 加碼 |
| EP Wealth Advisors, LLC | 30,994 | $80.0 萬 | 0.01% | +29,935+2,826.7% | 加碼 |
| C2C Wealth Management, LLC | 13,090 | $80.2 萬 | 0.11% | −600−4.4% | 減碼 |
| Paloma Partners Management Co | 14,131 | $80.3 萬 | 0.19% | +14,131 | 新進 |
| New Mexico Educational Retirement Board | 14,140 | $80.3 萬 | 0.04% | +700+5.2% | 加碼 |
| Csenge Advisory Group | 14,133 | $80.3 萬 | 0.05% | +1,080+8.3% | 加碼 |
| Schroder Investment Management Group | 14,182 | $80.6 萬 | 0.00% | −2,787−16.4% | 減碼 |
| Naviter Wealth, LLC | 14,089 | $80.9 萬 | 0.21% | +1,860+15.2% | 加碼 |
| JustInvest LLC | 14,324 | $81.4 萬 | 0.02% | +592+4.3% | 加碼 |
| Advisor Partners II, LLC | 14,439 | $82.0 萬 | 0.04% | +825+6.1% | 加碼 |
| DuPont Capital Management Corp | 14,720 | $83.6 萬 | 0.04% | −1,149−7.2% | 減碼 |
| Level Four Advisory Services, LLC | 14,756 | $83.8 萬 | 0.05% | −2,686−15.4% | 減碼 |
| Sawtooth Solutions, LLC | 14,909 | $84.7 萬 | 0.02% | −7,172−32.5% | 減碼 |
| Bleakley Financial Group, LLC | 14,909 | $84.7 萬 | 0.03% | −1,293−8.0% | 減碼 |
| Eqis Capital Management, Inc. | 14,998 | $85.2 萬 | 0.10% | −1,840−10.9% | 減碼 |
| Beacon Financial Advisory LLC | 15,019 | $85.3 萬 | 0.49% | +74+0.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,337 | $87.1 萬 | 0.09% | +426+2.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 15,553 | $88.4 萬 | 0.03% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 15,865 | $89.1 萬 | 0.26% | −1,263−7.4% | 減碼 |
| Balyasny Asset Management LLC | 16,017 | $91.0 萬 | 0.00% | +8,527+113.8% | 加碼 |
| Bank of Nova Scotia | 16,092 | $91.4 萬 | 0.00% | +279+1.8% | 加碼 |
| Hancock Whitney Corp | 16,415 | $93.3 萬 | 0.04% | −1,349−7.6% | 減碼 |
| Essex Financial Services, Inc. | 16,454 | $93.5 萬 | 0.11% | −525−3.1% | 減碼 |
| Colony Group LLC | 16,509 | $93.8 萬 | 0.01% | +39+0.2% | 加碼 |
| Lee Danner & Bass Inc | 16,688 | $94.8 萬 | 0.08% | −235−1.4% | 減碼 |
| Advisory Research Inc | 16,901 | $96.0 萬 | 0.12% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 16,925 | $96.2 萬 | 0.01% | +7,275+75.4% | 加碼 |
| Royal Fund Management, LLC | 17,080 | $97.0 萬 | 0.14% | −913−5.1% | 減碼 |
| Tyler-Stone Wealth Management | 17,225 | $97.9 萬 | 0.55% | +17,225 | 新進 |
| NewEdge Wealth, LLC | 17,357 | $98.6 萬 | 0.03% | +4,382+33.8% | 加碼 |
| Beverly Hills Private Wealth, LLC | 16,275 | $99.1 萬 | 0.16% | +8,408+106.9% | 加碼 |
| TFG Advisers LLC | 17,566 | $99.8 萬 | 0.45% | +1,527+9.5% | 加碼 |
| InterOcean Capital Group, LLC | 17,618 | $100.1 萬 | 0.03% | +12,732+260.6% | 加碼 |
| Invst, LLC | 17,793 | $101.1 萬 | 0.15% | −998−5.3% | 減碼 |
| Childress Capital Advisors, LLC | 17,900 | $101.7 萬 | 0.43% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 18,000 | $102.3 萬 | 0.02% | −900−4.8% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 18,069 | $102.7 萬 | 0.04% | +1,310+7.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 18,217 | $103.5 萬 | 0.34% | −21,479−54.1% | 減碼 |
| American Assets Capital Advisers, LLC | 18,300 | $104.0 萬 | 0.26% | 00.0% | 不變 |
| Centersquare Investment Management LLC | 18,638 | $105.9 萬 | 0.01% | +5,301+39.7% | 加碼 |
| Fagan Associates, Inc. | 18,686 | $106.2 萬 | 0.26% | +60.0% | 加碼 |
| Roman Butler Fullerton & Co | 17,224 | $107.2 萬 | 0.49% | +106+0.6% | 加碼 |
| Hudson Portfolio Management LLC | 19,135 | $108.7 萬 | 1.18% | −456−2.3% | 減碼 |
| KBC Group NV | 19,208 | $109.1 萬 | 0.00% | 00.0% | 不變 |
| Alps Advisors Inc | 19,258 | $109.4 萬 | 0.01% | −4,025−17.3% | 減碼 |
| Ostrum Asset Management | 19,339 | $109.9 萬 | 0.09% | +74+0.4% | 加碼 |
| Lincoln National Corp | 19,502 | $110.8 萬 | 0.02% | +869+4.7% | 加碼 |
| King Luther Capital Management Corp | 19,503 | $110.8 萬 | 0.01% | −1,003−4.9% | 減碼 |
| Eagle Ridge Investment Management | 19,702 | $111.9 萬 | 0.12% | 00.0% | 不變 |
| PFG Investments, LLC | 19,767 | $112.3 萬 | 0.20% | +996+5.3% | 加碼 |
| Trust Investment Advisors | 20,466 | $116.3 萬 | 0.94% | +32+0.2% | 加碼 |
| Illinois Municipal Retirement Fund | 20,469 | $116.3 萬 | 0.02% | 00.0% | 不變 |
| RFG Advisory, LLC | 20,597 | $117.0 萬 | 0.05% | −4,181−16.9% | 減碼 |
| Fox Run Management, L.L.C. | 20,924 | $118.9 萬 | 0.33% | +20,924 | 新進 |
| Cipher Capital LP | 20,956 | $119.1 萬 | 0.20% | +8,635+70.1% | 加碼 |
| Terra Nova Asset Management LLC | 21,084 | $119.8 萬 | 1.09% | +338+1.6% | 加碼 |
| Future Financial Wealth Managment LLC | 21,089 | $119.8 萬 | 1.26% | −473−2.2% | 減碼 |
| Fiduciary Trust Co | 21,506 | $122.2 萬 | 0.02% | +157+0.7% | 加碼 |
| Commerce Bank | 21,586 | $122.7 萬 | 0.01% | +979+4.8% | 加碼 |
| Metropolitan Life Insurance Co | 21,615 | $122.8 萬 | 0.06% | −352−1.6% | 減碼 |
| Heritage Trust Co | 21,630 | $122.9 萬 | 0.18% | +2,265+11.7% | 加碼 |
| McMillion Capital Management Inc | 21,672 | $123.1 萬 | 1.10% | −460−2.1% | 減碼 |
| Ingalls & Snyder LLC | 21,813 | $123.9 萬 | 0.06% | −125−0.6% | 減碼 |
| Hartford Investment Management Co | 21,837 | $124.1 萬 | 0.05% | −4,067−15.7% | 減碼 |
| Apollon Wealth Management, LLC | 21,895 | $124.4 萬 | 0.06% | −1,916−8.0% | 減碼 |
| Reik & Co., LLC | 21,990 | $124.9 萬 | 0.34% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 22,064 | $125.4 萬 | 0.01% | −20,535−48.2% | 減碼 |
| Herbst Group, LLC | 22,100 | $125.6 萬 | 0.87% | −400−1.8% | 減碼 |
| Maryland State Retirement & Pension System | 22,108 | $125.6 萬 | 0.03% | −587−2.6% | 減碼 |
| Nordea Investment Management AB | 22,139 | $126.2 萬 | 0.00% | +1,407+6.8% | 加碼 |
| Ellsworth Advisors, LLC | 22,344 | $127.0 萬 | 0.44% | +22,344 | 新進 |
| State Farm Mutual Automobile Insurance Co | 22,500 | $127.8 萬 | 0.00% | 00.0% | 不變 |
| Globeflex Capital L P | 22,557 | $128.2 萬 | 0.14% | −3,696−14.1% | 減碼 |
| Donoghue Forlines LLC | 22,631 | $128.6 萬 | 0.40% | −1,504−6.2% | 減碼 |
| Oregon Public Employees Retirement Fund | 22,739 | $129.2 萬 | 0.02% | +300+1.3% | 加碼 |
| Prudential PLC | 22,852 | $129.8 萬 | 0.02% | +4,499+24.5% | 加碼 |