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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 7,476 | $44.5 萬 | 0.02% | −979−11.6% | 減碼 |
| Ibex Wealth Advisors | 7,448 | $44.3 萬 | 0.11% | +7,448 | 新進 |
| Oppenheimer & Co Inc | 7,314 | $43.5 萬 | 0.01% | −167−2.2% | 減碼 |
| TBH Global Asset Management, LLC | 7,302 | $43.4 萬 | 0.08% | +11+0.2% | 加碼 |
| TD Waterhouse Canada Inc. | 6,913 | $43.1 萬 | 0.00% | −1,506−17.9% | 減碼 |
| Fiduciary Group LLC | 7,250 | $43.1 萬 | 0.06% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 7,246 | $43.1 萬 | 0.04% | +3,479+92.4% | 加碼 |
| Augustine Asset Management Inc | 7,217 | $42.9 萬 | 0.20% | −78−1.1% | 減碼 |
| Kingsview Wealth Management, LLC | 7,194 | $42.8 萬 | 0.02% | +87+1.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 7,168 | $42.6 萬 | 0.06% | −38−0.5% | 減碼 |
| Hudson Valley Investment Advisors Inc | 7,145 | $42.5 萬 | 0.06% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 7,056 | $41.9 萬 | 0.01% | +7,056 | 新進 |
| Checchi Capital Advisers, LLC | 6,972 | $41.4 萬 | 0.04% | −573−7.6% | 減碼 |
| Arete Wealth Advisors, LLC | 6,937 | $41.2 萬 | 0.07% | −643−8.5% | 減碼 |
| Greenleaf Trust | 6,824 | $40.6 萬 | 0.00% | −277−3.9% | 減碼 |
| Centaurus Financial, Inc. | 6,790 | $40.4 萬 | 0.04% | +327+5.1% | 加碼 |
| DCM Advisors, LLC | 6,784 | $40.3 萬 | 0.18% | +198+3.0% | 加碼 |
| DRW Securities, LLC | 6,776 | $40.3 萬 | 0.03% | +6,776 | 新進 |
| Edgestream Partners, L.P. | 6,736 | $40.0 萬 | 0.03% | −59,180−89.8% | 減碼 |
| Adelante Capital Management LLC | 6,708 | $39.9 萬 | 0.03% | −2,917−30.3% | 減碼 |
| Sheets Smith Wealth Management | 6,705 | $39.9 萬 | 0.06% | −200−2.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,675 | $39.7 萬 | 0.03% | +280+4.4% | 加碼 |
| Glenmede Trust Co NA | 6,667 | $39.6 萬 | 0.00% | −1,043−13.5% | 減碼 |
| Estabrook Capital Management | 6,633 | $39.4 萬 | 0.07% | −1,640−19.8% | 減碼 |
| Coldstream Capital Management Inc | 6,583 | $39.1 萬 | 0.01% | −108−1.6% | 減碼 |
| Essex Savings Bank | 6,540 | $38.9 萬 | 0.13% | +1,558+31.3% | 加碼 |
| DFPG Investments, LLC | 6,588 | $38.8 萬 | 0.04% | +826+14.3% | 加碼 |
| Equitable Holdings, Inc. | 6,494 | $38.6 萬 | 0.01% | +404+6.6% | 加碼 |
| Accuvest Global Advisors | 6,473 | $38.5 萬 | 0.21% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,429 | $38.2 萬 | 0.03% | +177+2.8% | 加碼 |
| HB Wealth Management, LLC | 6,416 | $38.1 萬 | 0.01% | +1,374+27.3% | 加碼 |
| Kayne Anderson Capital Advisors LP | 6,400 | $38.0 萬 | 0.01% | +6,400 | 新進 |
| Sculati Wealth Management, LLC | 6,388 | $38.0 萬 | 0.19% | −413−6.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,281 | $37.3 萬 | 0.03% | −810−11.4% | 減碼 |
| Garden State Investment Advisory Services LLC | 6,154 | $36.9 萬 | 0.17% | +6+0.1% | 加碼 |
| Hilltop Holdings Inc. | 6,193 | $36.8 萬 | 0.05% | +127+2.1% | 加碼 |
| Pearl River Capital, LLC | 6,181 | $36.7 萬 | 0.06% | +6,181 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 6,167 | $36.7 萬 | 0.08% | +1,173+23.5% | 加碼 |
| Engineers Gate Manager LP | 6,151 | $36.6 萬 | 0.01% | −7,482−54.9% | 減碼 |
| E&G Advisors, LP | 6,125 | $36.4 萬 | 0.13% | −500−7.5% | 減碼 |
| Two Sigma Securities, LLC | 6,111 | $36.3 萬 | 0.02% | +6,111 | 新進 |
| Wealthcare Advisory Partners LLC | 6,054 | $36.0 萬 | 0.02% | −218−3.5% | 減碼 |
| Transatlantique Private Wealth LLC | 6,003 | $35.7 萬 | 0.19% | −66−1.1% | 減碼 |
| Private Portfolio Partners LLC | 5,969 | $35.5 萬 | 0.09% | −111−1.8% | 減碼 |
| TownSquare Capital, LLC | 5,946 | $35.3 萬 | 0.01% | −1,536−20.5% | 減碼 |
| Alberta Investment Management Corp | 5,900 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 5,862 | $34.8 萬 | 0.00% | +1,071+22.4% | 加碼 |
| Griffin Asset Management, Inc. | 5,853 | $34.8 萬 | 0.05% | +26+0.4% | 加碼 |
| SFG Wealth Management, LLC. | 5,847 | $34.8 萬 | 0.28% | −214−3.5% | 減碼 |
| Golden State Equity Partners | 5,811 | $34.5 萬 | 0.10% | −41−0.7% | 減碼 |
| Kapstone Financial Advisors LLC | 5,788 | $34.4 萬 | 0.31% | 00.0% | 不變 |
| Atalanta Sosnoff Capital, LLC | 5,785 | $34.4 萬 | 0.01% | −156−2.6% | 減碼 |
| Quadrature Capital Ltd | 5,724 | $34.0 萬 | 0.01% | +5,724 | 新進 |
| NBC Securities, Inc. | 5,634 | $33.4 萬 | 0.04% | +5,634 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $33.3 萬 | 0.01% | +250+4.7% | 加碼 |
| M&R Capital Management Inc | 5,539 | $32.9 萬 | 0.09% | +272+5.2% | 加碼 |
| Geneos Wealth Management Inc. | 5,519 | $32.8 萬 | 0.02% | −5−0.1% | 減碼 |
| HGI Capital Management, LLC | 5,504 | $32.7 萬 | 0.37% | −28,686−83.9% | 減碼 |
| Principle Wealth Partners LLC | 5,360 | $31.9 萬 | 0.03% | −885−14.2% | 減碼 |
| Southland Equity Partners LLC | 5,349 | $31.8 萬 | 0.11% | +10.0% | 加碼 |
| Financial Management Professionals, Inc. | 5,330 | $31.7 萬 | 0.06% | −280−5.0% | 減碼 |
| V-Square Quantitative Management LLC | 5,322 | $31.6 萬 | 0.14% | +3,567+203.2% | 加碼 |
| BancorpSouth Bank | 5,318 | $31.6 萬 | 0.03% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 5,313 | $31.6 萬 | 0.09% | −436−7.6% | 減碼 |
| Coastline Trust Co | 5,311 | $31.6 萬 | 0.05% | −85−1.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 5,309 | $31.6 萬 | 0.05% | +5,309 | 新進 |
| Choate Investment Advisors | 5,301 | $31.5 萬 | 0.01% | +5,301 | 新進 |
| Intrua Financial, LLC | 5,214 | $31.0 萬 | 0.06% | −649−11.1% | 減碼 |
| Sherbrooke Park Advisers LLC | 5,180 | $30.8 萬 | 0.10% | +5,180 | 新進 |
| Pinnacle Family Advisors, LLC | 5,173 | $30.8 萬 | 0.18% | −17−0.3% | 減碼 |
| Centiva Capital, LP | 5,076 | $30.2 萬 | 0.02% | +5,076 | 新進 |
| Dorsey Wright & Associates | 5,024 | $29.9 萬 | 0.09% | +48+1.0% | 加碼 |
| West Wealth Group, LLC | 5,000 | $29.7 萬 | 0.13% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 4,965 | $29.5 萬 | 0.02% | +4,965 | 新進 |
| Texas Yale Capital Corp. | 4,925 | $29.3 萬 | 0.01% | −275−5.3% | 減碼 |
| Mastrapasqua Asset Management Inc | 4,908 | $29.2 萬 | 0.03% | +153+3.2% | 加碼 |
| Ellevest, Inc. | 4,898 | $29.1 萬 | 0.02% | +4,898 | 新進 |
| Perfromance Wealth Partners, LLC | 4,889 | $29.1 萬 | 0.01% | 00.0% | 不變 |
| Destination Wealth Management | 4,876 | $29.0 萬 | 0.01% | −257−5.0% | 減碼 |
| L.M. Kohn & Company | 4,875 | $29.0 萬 | 0.11% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 4,842 | $28.8 萬 | 0.03% | +497+11.4% | 加碼 |
| Goldstone Financial Group, LLC | 4,820 | $28.7 萬 | 0.08% | −401−7.7% | 減碼 |
| Richard W. Paul & Associates, LLC | 4,814 | $28.6 萬 | 0.13% | −178−3.6% | 減碼 |
| Wealthspire Advisors, LLC | 4,808 | $28.6 萬 | 0.00% | +4,808 | 新進 |
| CX Institutional | 4,736 | $28.2 萬 | 0.02% | +4,736 | 新進 |
| Wulff, Hansen & Co. | 4,720 | $28.1 萬 | 0.33% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 4,698 | $27.9 萬 | 0.06% | +59+1.3% | 加碼 |
| High Net Worth Advisory Group LLC | 4,692 | $27.9 萬 | 0.11% | 00.0% | 不變 |
| Scotia Capital Inc. | 4,620 | $27.5 萬 | 0.00% | −3,101−40.2% | 減碼 |
| Stephens Inc | 4,617 | $27.5 萬 | 0.01% | +264+6.1% | 加碼 |
| Huntington National Bank | 4,591 | $27.3 萬 | 0.00% | −147−3.1% | 減碼 |
| Comerica Securities,inc. | 4,514 | $27.1 萬 | 0.02% | −184−3.9% | 減碼 |
| Prossimo Advisors, LLC | 4,565 | $27.1 萬 | 0.64% | 00.0% | 不變 |
| Dakota Wealth Management | 4,536 | $27.0 萬 | 0.01% | −1,267−21.8% | 減碼 |
| Welch Group, LLC | 4,531 | $26.9 萬 | 0.02% | 00.0% | 不變 |
| IFP Advisors, Inc | 4,522 | $26.9 萬 | 0.01% | −19−0.4% | 減碼 |
| Armstrong Advisory Group, Inc | 4,483 | $26.7 萬 | 0.03% | −200−4.3% | 減碼 |
| Toroso Investments, LLC | 4,460 | $26.5 萬 | 0.01% | −7,325−62.2% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 4,455 | $26.5 萬 | 0.10% | +4,455 | 新進 |
| Federated Hermes, Inc. | 4,420 | $26.3 萬 | 0.00% | +403+10.0% | 加碼 |