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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 11,033 | $65.6 萬 | 0.16% | +2,500+29.3% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 11,116 | $66.1 萬 | 0.02% | +1,291+13.1% | 加碼 |
| Hodges Capital Management Inc. | 11,162 | $66.4 萬 | 0.08% | +11,162 | 新進 |
| Walleye Trading LLC | 11,198 | $66.6 萬 | 0.02% | −92−0.8% | 減碼 |
| Westwood Holdings Group Inc. | 11,200 | $66.6 萬 | 0.01% | 00.0% | 不變 |
| Abbot Financial Management, Inc. | 11,250 | $66.9 萬 | 0.45% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 11,345 | $67.4 萬 | 0.38% | −242−2.1% | 減碼 |
| WealthBridge Capital Management, LLC | 11,399 | $67.8 萬 | 0.28% | +527+4.8% | 加碼 |
| Pegasus Asset Management, Inc. | 11,495 | $68.3 萬 | 0.32% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,529 | $68.5 萬 | 0.01% | −30−0.3% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 10,799 | $68.5 萬 | 0.64% | −656−5.7% | 減碼 |
| Measured Wealth Private Client Group, LLC | 11,608 | $69.0 萬 | 0.28% | −267−2.2% | 減碼 |
| Assenagon Asset Management S.A. | 11,615 | $69.1 萬 | 0.00% | +133+1.2% | 加碼 |
| Foster & Motley Inc | 11,940 | $71.0 萬 | 0.06% | −17,975−60.1% | 減碼 |
| Csenge Advisory Group | 12,090 | $71.9 萬 | 0.05% | −2,043−14.5% | 減碼 |
| Herbst Group, LLC | 12,200 | $72.5 萬 | 0.52% | −9,900−44.8% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 12,213 | $72.6 萬 | 0.08% | +12,213 | 新進 |
| Kinneret Advisory, LLC | 12,107 | $72.8 萬 | 0.09% | −7−0.1% | 減碼 |
| MAI Capital Management | 12,261 | $72.9 萬 | 0.01% | +2,466+25.2% | 加碼 |
| HM Payson & Co | 12,261 | $72.9 萬 | 0.02% | −30.0% | 減碼 |
| Strait & Sound Wealth Management LLC | 12,337 | $73.3 萬 | 0.63% | −33−0.3% | 減碼 |
| Savant Capital, LLC | 12,341 | $73.4 萬 | 0.01% | −29−0.2% | 減碼 |
| Prudent Man Advisors, LLC | 12,554 | $74.6 萬 | 0.30% | 00.0% | 不變 |
| Wolverine Trading, LLC | 12,649 | $75.2 萬 | 0.01% | −10,619−45.6% | 減碼 |
| C2C Wealth Management, LLC | 12,973 | $75.6 萬 | 0.11% | −117−0.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 12,805 | $76.1 萬 | 0.00% | +12,805 | 新進 |
| Eqis Capital Management, Inc. | 13,079 | $77.8 萬 | 0.10% | −1,919−12.8% | 減碼 |
| Princeton Capital Management LLC | 13,084 | $77.8 萬 | 0.36% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 13,723 | $78.0 萬 | 0.18% | +310+2.3% | 加碼 |
| Community Bank of Raymore | 13,200 | $78.5 萬 | 0.37% | +1,070+8.8% | 加碼 |
| Focus Financial Network, Inc. | 13,082 | $78.6 萬 | 0.04% | +157+1.2% | 加碼 |
| Level Four Advisory Services, LLC | 13,361 | $79.4 萬 | 0.05% | −1,395−9.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 13,405 | $79.7 萬 | 0.07% | −30−0.2% | 減碼 |
| Columbia Asset Management | 13,432 | $79.9 萬 | 0.18% | −234−1.7% | 減碼 |
| Contravisory Investment Management, Inc. | 13,592 | $80.8 萬 | 0.23% | +34+0.3% | 加碼 |
| Widmann Financial Services, Inc. | 13,889 | $82.6 萬 | 0.82% | 00.0% | 不變 |
| Chesley Taft & Associates LLC | 13,900 | $82.6 萬 | 0.05% | +13,900 | 新進 |
| Steward Partners Investment Advisory, LLC | 14,174 | $84.3 萬 | 0.01% | +4,203+42.2% | 加碼 |
| Schroder Investment Management Group | 14,182 | $84.3 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 14,279 | $84.9 萬 | 0.01% | +1,734+13.8% | 加碼 |
| JustInvest LLC | 14,351 | $85.3 萬 | 0.03% | +27+0.2% | 加碼 |
| PGGM Investments | 14,456 | $85.9 萬 | 0.01% | +1,900+15.1% | 加碼 |
| Coppell Advisory Solutions LLC | 17,409 | $86.8 萬 | 0.31% | +1,544+9.7% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 14,714 | $87.5 萬 | 0.05% | +1,289+9.6% | 加碼 |
| Sawtooth Solutions, LLC | 14,806 | $88.0 萬 | 0.03% | −103−0.7% | 減碼 |
| Bleakley Financial Group, LLC | 14,806 | $88.0 萬 | 0.03% | −103−0.7% | 減碼 |
| NewEdge Wealth, LLC | 15,016 | $89.3 萬 | 0.03% | −2,341−13.5% | 減碼 |
| Tyler-Stone Wealth Management | 15,075 | $89.6 萬 | 0.51% | −2,150−12.5% | 減碼 |
| New Mexico Educational Retirement Board | 15,140 | $90.0 萬 | 0.04% | +1,000+7.1% | 加碼 |
| Invst, LLC | 15,142 | $90.0 萬 | 0.13% | −2,651−14.9% | 減碼 |
| Beacon Financial Advisory LLC | 15,185 | $90.3 萬 | 0.50% | +166+1.1% | 加碼 |
| Metis Global Partners, LLC | 15,291 | $90.9 萬 | 0.04% | +2,384+18.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 15,375 | $91.4 萬 | 0.09% | +38+0.2% | 加碼 |
| EP Wealth Advisors, LLC | 15,430 | $91.7 萬 | 0.01% | −15,564−50.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 15,553 | $92.5 萬 | 0.03% | 00.0% | 不變 |
| Naviter Wealth, LLC | 15,418 | $92.7 萬 | 0.22% | +1,329+9.4% | 加碼 |
| Royal Fund Management, LLC | 15,730 | $93.5 萬 | 0.13% | −1,350−7.9% | 減碼 |
| Essex Financial Services, Inc. | 15,855 | $94.3 萬 | 0.11% | −599−3.6% | 減碼 |
| Advisor Partners II, LLC | 16,077 | $95.6 萬 | 0.04% | +1,638+11.3% | 加碼 |
| CIBC World Markets Corp | 16,108 | $95.8 萬 | 0.01% | −18,070−52.9% | 減碼 |
| Reik & Co., LLC | 16,380 | $97.4 萬 | 0.29% | −5,610−25.5% | 減碼 |
| Hancock Whitney Corp | 16,480 | $98.0 萬 | 0.04% | +65+0.4% | 加碼 |
| RFG Advisory, LLC | 16,784 | $99.8 萬 | 0.04% | −3,813−18.5% | 減碼 |
| Boothbay Fund Management, LLC | 16,828 | $100.0 萬 | 0.04% | +4,230+33.6% | 加碼 |
| Qube Research & Technologies Ltd | 16,899 | $100.5 萬 | 0.00% | −183,613−91.6% | 減碼 |
| Colony Group LLC | 16,934 | $100.7 萬 | 0.02% | +425+2.6% | 加碼 |
| Roman Butler Fullerton & Co | 16,851 | $101.6 萬 | 0.48% | −373−2.2% | 減碼 |
| SRS Capital Advisors, Inc. | 17,100 | $101.7 萬 | 0.13% | +15,075+744.4% | 加碼 |
| Verition Fund Management LLC | 17,322 | $103.0 萬 | 0.01% | +13,577+362.5% | 加碼 |
| InterOcean Capital Group, LLC | 17,655 | $105.0 萬 | 0.03% | +37+0.2% | 加碼 |
| Machina Capital S.A.S. | 17,855 | $106.1 萬 | 0.59% | +13,250+287.7% | 加碼 |
| Fagan Associates, Inc. | 17,992 | $107.0 萬 | 0.26% | −694−3.7% | 減碼 |
| SeaBridge Investment Advisors LLC | 18,030 | $107.2 萬 | 0.35% | −187−1.0% | 減碼 |
| Louisiana State Employees Retirement System | 18,100 | $107.6 萬 | 0.02% | +100+0.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 18,237 | $108.4 萬 | 0.01% | +18,237 | 新進 |
| American Assets Capital Advisers, LLC | 18,300 | $108.8 萬 | 0.31% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 18,568 | $110.4 萬 | 0.36% | +668+3.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 18,879 | $112.2 萬 | 0.04% | +810+4.5% | 加碼 |
| King Luther Capital Management Corp | 19,001 | $113.0 萬 | 0.01% | −502−2.6% | 減碼 |
| Ingalls & Snyder LLC | 19,113 | $113.6 萬 | 0.05% | −2,700−12.4% | 減碼 |
| Centersquare Investment Management LLC | 19,135 | $113.8 萬 | 0.01% | +497+2.7% | 加碼 |
| Globeflex Capital L P | 19,285 | $114.6 萬 | 0.13% | −3,272−14.5% | 減碼 |
| Pathway Financial Advisers, LLC | 19,376 | $115.2 萬 | 0.48% | +19,376 | 新進 |
| TFG Advisers LLC | 19,548 | $116.2 萬 | 0.55% | +1,982+11.3% | 加碼 |
| Trust Investment Advisors | 19,572 | $116.4 萬 | 1.00% | −894−4.4% | 減碼 |
| Eagle Ridge Investment Management | 19,702 | $117.1 萬 | 0.13% | 00.0% | 不變 |
| Ignite Planners, LLC | 20,511 | $117.5 萬 | 0.36% | +20,511 | 新進 |
| PFG Investments, LLC | 19,860 | $118.1 萬 | 0.22% | +93+0.5% | 加碼 |
| Lincoln National Corp | 19,893 | $118.3 萬 | 0.02% | +391+2.0% | 加碼 |
| Terra Nova Asset Management LLC | 21,084 | $119.8 萬 | 1.09% | 00.0% | 不變 |
| Bank of Nova Scotia | 20,226 | $120.2 萬 | 0.00% | +4,134+25.7% | 加碼 |
| Illinois Municipal Retirement Fund | 20,469 | $121.7 萬 | 0.02% | 00.0% | 不變 |
| Nordea Investment Management AB | 20,150 | $121.9 萬 | 0.00% | −1,989−9.0% | 減碼 |
| STRS Ohio | 20,589 | $122.4 萬 | 0.01% | −169,300−89.2% | 減碼 |
| Future Financial Wealth Managment LLC | 20,860 | $124.0 萬 | 1.37% | −229−1.1% | 減碼 |
| Securian Asset Management, Inc | 20,925 | $124.4 萬 | 0.04% | −3,191−13.2% | 減碼 |
| Metropolitan Life Insurance Co | 21,037 | $125.1 萬 | 0.06% | −578−2.7% | 減碼 |
| Davenport & Co LLC | 21,234 | $126.3 萬 | 0.01% | −2,990−12.3% | 減碼 |
| Hartford Investment Management Co | 21,259 | $126.4 萬 | 0.05% | −578−2.6% | 減碼 |
| Fiduciary Trust Co | 21,506 | $127.9 萬 | 0.02% | 00.0% | 不變 |