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 3 季 13F 持有人
Iron Mountain Inc 在 2023/9/30 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
- 831
- 較 2023 年第 2 季 +22 家
- 持有股數
- 2.30 億
- 較 2023 年第 2 季 +616.7 萬 (+2.8%)
- 總市值
- $136.7 億
- 較 2023 年第 2 季 +$9.78 億 (+7.7%)
- 新進機構
- 88
- 另有 289 家加碼
- 清倉機構
- 66
- 另有 315 家減碼
另有 8 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 6,416 | $38.1 萬 | 0.01% | +1,374+27.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,429 | $38.2 萬 | 0.03% | +177+2.8% | 加碼 |
| Accuvest Global Advisors | 6,473 | $38.5 萬 | 0.21% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 6,494 | $38.6 萬 | 0.01% | +404+6.6% | 加碼 |
| DFPG Investments, LLC | 6,588 | $38.8 萬 | 0.04% | +826+14.3% | 加碼 |
| Essex Savings Bank | 6,540 | $38.9 萬 | 0.13% | +1,558+31.3% | 加碼 |
| Coldstream Capital Management Inc | 6,583 | $39.1 萬 | 0.01% | −108−1.6% | 減碼 |
| Estabrook Capital Management | 6,633 | $39.4 萬 | 0.07% | −1,640−19.8% | 減碼 |
| Glenmede Trust Co NA | 6,667 | $39.6 萬 | 0.00% | −1,043−13.5% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,675 | $39.7 萬 | 0.03% | +280+4.4% | 加碼 |
| Sheets Smith Wealth Management | 6,705 | $39.9 萬 | 0.06% | −200−2.9% | 減碼 |
| Adelante Capital Management LLC | 6,708 | $39.9 萬 | 0.03% | −2,917−30.3% | 減碼 |
| Edgestream Partners, L.P. | 6,736 | $40.0 萬 | 0.03% | −59,180−89.8% | 減碼 |
| DRW Securities, LLC | 6,776 | $40.3 萬 | 0.03% | +6,776 | 新進 |
| DCM Advisors, LLC | 6,784 | $40.3 萬 | 0.18% | +198+3.0% | 加碼 |
| Centaurus Financial, Inc. | 6,790 | $40.4 萬 | 0.04% | +327+5.1% | 加碼 |
| Greenleaf Trust | 6,824 | $40.6 萬 | 0.00% | −277−3.9% | 減碼 |
| Arete Wealth Advisors, LLC | 6,937 | $41.2 萬 | 0.07% | −643−8.5% | 減碼 |
| Checchi Capital Advisers, LLC | 6,972 | $41.4 萬 | 0.04% | −573−7.6% | 減碼 |
| Resources Investment Advisors, LLC. | 7,056 | $41.9 萬 | 0.01% | +7,056 | 新進 |
| Hudson Valley Investment Advisors Inc | 7,145 | $42.5 萬 | 0.06% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 7,168 | $42.6 萬 | 0.06% | −38−0.5% | 減碼 |
| Kingsview Wealth Management, LLC | 7,194 | $42.8 萬 | 0.02% | +87+1.2% | 加碼 |
| Augustine Asset Management Inc | 7,217 | $42.9 萬 | 0.20% | −78−1.1% | 減碼 |
| Belpointe Asset Management LLC | 7,246 | $43.1 萬 | 0.04% | +3,479+92.4% | 加碼 |
| Fiduciary Group LLC | 7,250 | $43.1 萬 | 0.06% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 6,913 | $43.1 萬 | 0.00% | −1,506−17.9% | 減碼 |
| TBH Global Asset Management, LLC | 7,302 | $43.4 萬 | 0.08% | +11+0.2% | 加碼 |
| Oppenheimer & Co Inc | 7,314 | $43.5 萬 | 0.01% | −167−2.2% | 減碼 |
| Ibex Wealth Advisors | 7,448 | $44.3 萬 | 0.11% | +7,448 | 新進 |
| Sigma Planning Corp | 7,476 | $44.5 萬 | 0.02% | −979−11.6% | 減碼 |
| GM Advisory Group, Inc. | 7,736 | $46.0 萬 | 0.04% | −3,353−30.2% | 減碼 |
| Banque Cantonale Vaudoise | 7,747 | $46.1 萬 | 0.02% | +1,290+20.0% | 加碼 |
| Bessemer Group Inc | 7,770 | $46.2 萬 | 0.00% | +104+1.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 7,776 | $46.2 萬 | 0.01% | +979+14.4% | 加碼 |
| Integrated Advisors Network LLC | 7,913 | $47.0 萬 | 0.03% | +258+3.4% | 加碼 |
| Squarepoint Ops LLC | 7,922 | $47.1 萬 | 0.00% | −3,253−29.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 8,000 | $47.6 萬 | 0.14% | −8,275−50.8% | 減碼 |
| Thompson Davis & Co., Inc. | 8,000 | $47.6 萬 | 0.59% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 8,129 | $48.3 萬 | 0.08% | −42−0.5% | 減碼 |
| Genesee Capital Advisors, LLC | 8,133 | $48.4 萬 | 0.35% | +8,133 | 新進 |
| Inceptionr LLC | 8,209 | $48.8 萬 | 0.28% | +8,209 | 新進 |
| Atwood & Palmer Inc | 8,250 | $49.0 萬 | 0.04% | 00.0% | 不變 |
| Ullmann Financial Group, Inc. | 8,302 | $49.4 萬 | 0.09% | +1,226+17.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 8,315 | $49.4 萬 | 0.01% | −4,053−32.8% | 減碼 |
| Wedbush Securities Inc | 8,390 | $49.9 萬 | 0.02% | −754−8.2% | 減碼 |
| Heartland Bank & Trust Co | 8,555 | $50.9 萬 | 0.40% | +15+0.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 8,573 | $51.0 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Trust N.A. | 8,654 | $51.4 萬 | 0.02% | +843+10.8% | 加碼 |
| Everence Capital Management Inc | 8,670 | $51.5 萬 | 0.04% | 00.0% | 不變 |
| Madden Securities Corp | 8,725 | $51.9 萬 | 0.29% | 00.0% | 不變 |
| Aigen Investment Management, LP | 8,744 | $52.0 萬 | 0.10% | +8,744 | 新進 |
| Herold Advisors, Inc. | 8,752 | $52.0 萬 | 0.16% | +10.0% | 加碼 |
| Brown Brothers Harriman & Co | 8,757 | $52.1 萬 | 0.00% | +3,940+81.8% | 加碼 |
| Global Retirement Partners, LLC | 9,060 | $52.3 萬 | 0.03% | −48−0.5% | 減碼 |
| IHT Wealth Management, LLC | 8,795 | $52.3 萬 | 0.03% | +35+0.4% | 加碼 |
| H&H Retirement Design & Management INC | 8,697 | $52.4 萬 | 0.36% | +87+1.0% | 加碼 |
| Wetherby Asset Management Inc | 8,918 | $53.0 萬 | 0.03% | +113+1.3% | 加碼 |
| Bailard, Inc. | 9,131 | $54.3 萬 | 0.02% | +31+0.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,202 | $54.7 萬 | 0.01% | +2,718+41.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,212 | $54.8 萬 | 0.01% | +13+0.1% | 加碼 |
| Virtu Financial LLC | 9,257 | $55.0 萬 | 0.05% | +9,257 | 新進 |
| Aspire Private Capital, LLC | 9,290 | $55.2 萬 | 0.18% | +188+2.1% | 加碼 |
| Merit Financial Group, LLC | 9,387 | $55.8 萬 | 0.02% | −267−2.8% | 減碼 |
| Hudson Portfolio Management LLC | 9,405 | $55.9 萬 | 0.64% | −9,730−50.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,459 | $56.2 萬 | 0.01% | +139+1.5% | 加碼 |
| Oak Thistle LLC | 9,462 | $56.3 萬 | 0.17% | +9,462 | 新進 |
| Colonial River Wealth Management, LLC | 9,481 | $56.4 萬 | 0.37% | −25−0.3% | 減碼 |
| Ieq Capital, LLC | 9,567 | $56.9 萬 | 0.01% | +2,604+37.4% | 加碼 |
| Beacon Investment Advisors LLC | 9,577 | $56.9 萬 | 0.40% | +61+0.6% | 加碼 |
| Advisors Preferred, LLC | 9,705 | $56.9 萬 | 0.18% | +9,705 | 新進 |
| Quantitative Investment Management, LLC | 9,620 | $57.1 萬 | 0.09% | +9,620 | 新進 |
| Montag A & Associates Inc | 9,571 | $57.5 萬 | 0.04% | −323−3.3% | 減碼 |
| Teamwork Financial Advisors, LLC | 9,760 | $58.0 萬 | 0.09% | −196−2.0% | 減碼 |
| Atlantic Union Bankshares Corp | 9,794 | $58.2 萬 | 0.06% | 00.0% | 不變 |
| Brown Advisory Inc | 9,870 | $58.7 萬 | 0.00% | +2,005+25.5% | 加碼 |
| Foundations Investment Advisors, LLC | 9,877 | $58.7 萬 | 0.02% | +2,937+42.3% | 加碼 |
| Lee Danner & Bass Inc | 9,950 | $59.2 萬 | 0.05% | −6,738−40.4% | 減碼 |
| Mathes Company, Inc. | 9,950 | $59.2 萬 | 0.27% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 9,949 | $59.2 萬 | 0.06% | +5,112+105.7% | 加碼 |
| Archer Investment Corp | 10,000 | $59.5 萬 | 0.21% | 00.0% | 不變 |
| Fayez Sarofim & Co | 10,109 | $60.1 萬 | 0.00% | −165−1.6% | 減碼 |
| TCG Advisory Services, LLC | 10,117 | $60.1 萬 | 0.09% | +1,801+21.7% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 10,133 | $60.2 萬 | 0.20% | +680+7.2% | 加碼 |
| Founders Financial Alliance, LLC | 10,175 | $60.5 萬 | 0.26% | −84−0.8% | 減碼 |
| Proequities, Inc. | 10,072 | $60.5 萬 | 0.05% | −540−5.1% | 減碼 |
| APG Asset Management N.V. | 10,305 | $61.3 萬 | 0.00% | −1,100−9.6% | 減碼 |
| Armor Investment Advisors, LLC | 10,433 | $62.0 萬 | 0.37% | +437+4.4% | 加碼 |
| XTX Topco Ltd | 10,529 | $62.6 萬 | 0.11% | +10,529 | 新進 |
| Monument Capital Management | 10,559 | $62.8 萬 | 0.21% | −1,250−10.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,569 | $62.8 萬 | 0.05% | +100+1.0% | 加碼 |
| One Charles Private Wealth Services, LLC | 10,710 | $63.7 萬 | 0.37% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,725 | $63.8 萬 | 0.15% | −1,241−10.4% | 減碼 |
| Hunter Associates Investment Management LLC | 10,700 | $63.8 萬 | 0.13% | −200−1.8% | 減碼 |
| Independent Financial Group, LLC | 10,765 | $64.0 萬 | 0.04% | −388−3.5% | 減碼 |
| Outlook Wealth Advisors, LLC | 10,834 | $64.4 萬 | 0.25% | +231+2.2% | 加碼 |
| Strategic Investment Advisors | 10,840 | $64.4 萬 | 0.11% | +10,840 | 新進 |
| Verus Capital Partners, LLC | 10,904 | $64.8 萬 | 0.09% | +1,655+17.9% | 加碼 |
| Harbour Investments, Inc. | 10,961 | $65.2 萬 | 0.03% | −367−3.2% | 減碼 |
| Plimoth Trust Co LLC | 10,998 | $65.4 萬 | 0.20% | −280−2.5% | 減碼 |