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 4 季 13F 持有人
Iron Mountain Inc 在 2023/12/31 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
- 891
- 較 2023 年第 3 季 +72 家
- 持有股數
- 2.34 億
- 較 2023 年第 3 季 +485.7 萬 (+2.1%)
- 總市值
- $163.6 億
- 較 2023 年第 3 季 +$27.4 億 (+20.1%)
- 新進機構
- 136
- 另有 277 家加碼
- 清倉機構
- 64
- 另有 346 家減碼
另有 12 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 4,822 | $33.7 萬 | 0.01% | +1,116+30.1% | 加碼 |
| First Citizens Bank & Trust Co | 4,832 | $33.8 萬 | 0.01% | +4,832 | 新進 |
| L.M. Kohn & Company | 4,875 | $34.1 萬 | 0.11% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 4,889 | $34.2 萬 | 0.02% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 4,910 | $34.3 萬 | 0.11% | +455+10.2% | 加碼 |
| Lido Advisors, LLC | 4,862 | $34.3 萬 | 0.00% | +858+21.4% | 加碼 |
| Signaturefd, LLC | 4,907 | $34.3 萬 | 0.01% | +1,316+36.6% | 加碼 |
| Profund Advisors LLC | 4,921 | $34.4 萬 | 0.01% | +610+14.1% | 加碼 |
| Wealthspire Advisors, LLC | 4,925 | $34.5 萬 | 0.00% | +117+2.4% | 加碼 |
| Texas Yale Capital Corp. | 4,925 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| West Wealth Group, LLC | 5,000 | $35.0 萬 | 0.14% | 00.0% | 不變 |
| Dorsey Wright & Associates | 5,004 | $35.0 萬 | 0.11% | −20−0.4% | 減碼 |
| NorthStar Asset Management LLC | 5,024 | $35.2 萬 | 0.32% | +5,024 | 新進 |
| SFG Wealth Management, LLC. | 5,050 | $35.3 萬 | 0.24% | −797−13.6% | 減碼 |
| Intrua Financial, LLC | 5,051 | $35.3 萬 | 0.06% | −163−3.1% | 減碼 |
| Keybank National Association | 5,051 | $35.3 萬 | 0.00% | +5,051 | 新進 |
| ING Groep NV | 5,074 | $35.5 萬 | 0.00% | −31,666−86.2% | 減碼 |
| Hudson Portfolio Management LLC | 5,100 | $35.7 萬 | 0.39% | −4,305−45.8% | 減碼 |
| Valued Retirements, Inc. | 5,198 | $36.4 萬 | 0.63% | +5,198 | 新進 |
| Pinnacle Family Advisors, LLC | 5,202 | $36.4 萬 | 0.21% | +29+0.6% | 加碼 |
| Ellevest, Inc. | 5,220 | $36.5 萬 | 0.02% | +322+6.6% | 加碼 |
| Choate Investment Advisors | 5,257 | $36.8 萬 | 0.01% | −44−0.8% | 減碼 |
| Southland Equity Partners LLC | 5,269 | $36.9 萬 | 0.12% | −80−1.5% | 減碼 |
| Kingswood Wealth Advisors, LLC | 5,286 | $37.0 萬 | 0.04% | −23−0.4% | 減碼 |
| Coastline Trust Co | 5,311 | $37.2 萬 | 0.05% | 00.0% | 不變 |
| BancorpSouth Bank | 5,318 | $37.2 萬 | 0.03% | 00.0% | 不變 |
| Duality Advisers, LP | 5,342 | $37.4 萬 | 0.04% | −52,530−90.8% | 減碼 |
| Principle Wealth Partners LLC | 5,350 | $37.4 萬 | 0.03% | −10−0.2% | 減碼 |
| Sculati Wealth Management, LLC | 5,372 | $37.6 萬 | 0.18% | −1,016−15.9% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 5,384 | $37.7 萬 | 0.01% | −401−6.9% | 減碼 |
| Prudent Man Advisors, LLC | 5,423 | $38.0 萬 | 0.14% | −7,131−56.8% | 減碼 |
| Resources Investment Advisors, LLC. | 5,471 | $38.3 萬 | 0.01% | −1,585−22.5% | 減碼 |
| TD Waterhouse Canada Inc. | 5,529 | $38.5 萬 | 0.00% | −1,384−20.0% | 減碼 |
| NBC Securities, Inc. | 5,532 | $38.7 萬 | 0.04% | −102−1.8% | 減碼 |
| Private Portfolio Partners LLC | 5,614 | $39.3 萬 | 0.09% | −355−5.9% | 減碼 |
| Bessemer Group Inc | 5,680 | $39.6 萬 | 0.00% | −2,090−26.9% | 減碼 |
| Kapstone Financial Advisors LLC | 5,788 | $39.6 萬 | 0.31% | 00.0% | 不變 |
| Golden State Equity Partners | 5,749 | $40.2 萬 | 0.10% | −62−1.1% | 減碼 |
| Veriti Management LLC | 5,758 | $40.3 萬 | 0.04% | +5,758 | 新進 |
| TownSquare Capital, LLC | 5,813 | $40.7 萬 | 0.01% | −133−2.2% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,861 | $41.0 萬 | 0.08% | −306−5.0% | 減碼 |
| Griffin Asset Management, Inc. | 5,881 | $41.2 萬 | 0.05% | +28+0.5% | 加碼 |
| Alberta Investment Management Corp | 5,900 | $41.3 萬 | 0.00% | 00.0% | 不變 |
| Stevens Capital Management LP | 5,903 | $41.3 萬 | 0.10% | +5,903 | 新進 |
| Financial Management Professionals, Inc. | 5,951 | $41.6 萬 | 0.07% | +621+11.7% | 加碼 |
| M&R Capital Management Inc | 5,958 | $41.7 萬 | 0.10% | +419+7.6% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 6,000 | $42.0 萬 | 0.17% | +6,000 | 新進 |
| Transatlantique Private Wealth LLC | 6,003 | $42.0 萬 | 0.20% | 00.0% | 不變 |
| HB Wealth Management, LLC | 6,074 | $42.5 萬 | 0.01% | −342−5.3% | 減碼 |
| Hilltop Holdings Inc. | 6,160 | $43.1 萬 | 0.05% | −33−0.5% | 減碼 |
| Augustine Asset Management Inc | 6,176 | $43.2 萬 | 0.19% | −1,041−14.4% | 減碼 |
| Garden State Investment Advisory Services LLC | 6,155 | $43.4 萬 | 0.18% | +10.0% | 加碼 |
| Advisors Preferred, LLC | 6,328 | $43.4 萬 | 0.07% | −3,377−34.8% | 減碼 |
| DFPG Investments, LLC | 6,572 | $43.5 萬 | 0.03% | −16−0.2% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,281 | $44.0 萬 | 0.03% | 00.0% | 不變 |
| Fayez Sarofim & Co | 6,412 | $44.0 萬 | 0.00% | −3,697−36.6% | 減碼 |
| Essex Savings Bank | 6,290 | $44.0 萬 | 0.13% | −250−3.8% | 減碼 |
| Fiduciary Family Office, LLC | 6,303 | $44.1 萬 | 0.19% | +6,303 | 新進 |
| Estabrook Capital Management | 6,377 | $44.6 萬 | 0.07% | −256−3.9% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,380 | $44.6 萬 | 0.02% | +771+13.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,386 | $44.7 萬 | 0.03% | −289−4.3% | 減碼 |
| Sheets Smith Wealth Management | 6,460 | $45.2 萬 | 0.06% | −245−3.7% | 減碼 |
| Accuvest Global Advisors | 6,473 | $45.3 萬 | 0.48% | 00.0% | 不變 |
| DCM Advisors, LLC | 6,516 | $45.6 萬 | 0.16% | −268−4.0% | 減碼 |
| Coldstream Capital Management Inc | 6,575 | $46.0 萬 | 0.01% | −8−0.1% | 減碼 |
| V-Square Quantitative Management LLC | 6,617 | $46.3 萬 | 0.11% | +1,295+24.3% | 加碼 |
| First Dallas Securities Inc. | 6,625 | $46.4 萬 | 0.24% | +6,625 | 新進 |
| FJ Investments, LLC | 6,692 | $46.8 萬 | 0.02% | +6,692 | 新進 |
| Centaurus Financial, Inc. | 6,734 | $47.1 萬 | 0.04% | −56−0.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,744 | $47.2 萬 | 0.03% | +315+4.9% | 加碼 |
| CWM, LLC | 6,758 | $47.3 萬 | 0.00% | +896+15.3% | 加碼 |
| Washington Trust Co | 6,761 | $47.3 萬 | 0.02% | +3,195+89.6% | 加碼 |
| Investment Management Corp of Ontario | 6,791 | $47.5 萬 | 0.01% | +6,791 | 新進 |
| Foster & Motley Inc | 6,827 | $47.8 萬 | 0.04% | −5,113−42.8% | 減碼 |
| Glenmede Trust Co NA | 6,912 | $48.4 萬 | 0.00% | +245+3.7% | 加碼 |
| Hudson Valley Investment Advisors Inc | 7,145 | $48.6 萬 | 0.07% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 7,013 | $49.1 萬 | 0.10% | −289−4.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 7,105 | $49.7 萬 | 0.01% | +3,641+105.1% | 加碼 |
| SeaCrest Wealth Management, LLC | 7,534 | $50.3 萬 | 0.06% | +366+5.1% | 加碼 |
| Greenleaf Trust | 7,194 | $50.3 萬 | 0.01% | +370+5.4% | 加碼 |
| Fiduciary Group LLC | 7,250 | $50.7 萬 | 0.06% | 00.0% | 不變 |
| iA Global Asset Management Inc. | 7,268 | $50.9 萬 | 0.01% | +2,974+69.3% | 加碼 |
| Congress Wealth Management LLC | 7,278 | $50.9 萬 | 0.01% | +7,278 | 新進 |
| Dynamic Technology Lab Private Ltd | 7,444 | $52.0 萬 | 0.05% | −2,505−25.2% | 減碼 |
| Kingsview Wealth Management, LLC | 7,468 | $52.3 萬 | 0.02% | +274+3.8% | 加碼 |
| Wedbush Securities Inc | 7,672 | $53.7 萬 | 0.02% | −718−8.6% | 減碼 |
| Ieq Capital, LLC | 7,675 | $53.7 萬 | 0.01% | −1,892−19.8% | 減碼 |
| Virtu Financial LLC | 7,683 | $53.8 萬 | 0.04% | −1,574−17.0% | 減碼 |
| GM Advisory Group, Inc. | 7,736 | $54.1 萬 | 0.04% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 7,878 | $55.1 萬 | 0.14% | −122−1.5% | 減碼 |
| NorthRock Partners, LLC | 7,832 | $55.2 萬 | 0.02% | +4,195+115.3% | 加碼 |
| Squarepoint Ops LLC | 7,912 | $55.4 萬 | 0.00% | −10−0.1% | 減碼 |
| Pearl River Capital, LLC | 7,942 | $55.6 萬 | 0.09% | +1,761+28.5% | 加碼 |
| Integrated Advisors Network LLC | 7,959 | $55.7 萬 | 0.03% | +46+0.6% | 加碼 |
| Belpointe Asset Management LLC | 8,033 | $56.2 萬 | 0.05% | +787+10.9% | 加碼 |
| Atwood & Palmer Inc | 8,250 | $57.7 萬 | 0.05% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 8,300 | $58.1 萬 | 0.06% | +4,150+100.0% | 加碼 |
| Coastal Investment Advisors, Inc. | 8,335 | $58.3 萬 | 0.13% | −5,388−39.3% | 減碼 |
| Ullmann Financial Group, Inc. | 8,383 | $58.7 萬 | 0.10% | +81+1.0% | 加碼 |
| Arete Wealth Advisors, LLC | 8,481 | $59.3 萬 | 0.05% | +1,544+22.3% | 加碼 |