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 |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 14,191 | $99.3 萬 | 0.17% | +14,191 | 新進 |
| Reik & Co., LLC | 14,280 | $99.9 萬 | 0.28% | −2,100−12.8% | 減碼 |
| TD Private Client Wealth LLC | 14,374 | $100.6 萬 | 0.04% | −45,547−76.0% | 減碼 |
| Level Four Advisory Services, LLC | 14,496 | $101.4 萬 | 0.06% | +1,135+8.5% | 加碼 |
| Chesley Taft & Associates LLC | 14,500 | $101.5 萬 | 0.06% | +600+4.3% | 加碼 |
| Invst, LLC | 15,035 | $103.7 萬 | 0.13% | −107−0.7% | 減碼 |
| Metis Global Partners, LLC | 15,085 | $105.6 萬 | 0.04% | −206−1.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 15,091 | $105.6 萬 | 0.00% | +2,286+17.9% | 加碼 |
| Tyler-Stone Wealth Management | 15,125 | $105.8 萬 | 0.53% | +50+0.3% | 加碼 |
| New Mexico Educational Retirement Board | 15,140 | $105.9 萬 | 0.04% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 15,195 | $106.3 萬 | 0.12% | −1,905−11.1% | 減碼 |
| Beacon Financial Advisory LLC | 15,211 | $106.4 萬 | 0.51% | +26+0.2% | 加碼 |
| Walleye Trading LLC | 15,244 | $106.7 萬 | 0.02% | +4,046+36.1% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 15,446 | $108.1 萬 | 0.05% | +732+5.0% | 加碼 |
| Royal Fund Management, LLC | 15,569 | $108.9 萬 | 0.14% | −161−1.0% | 減碼 |
| Childress Capital Advisors, LLC | 15,618 | $109.3 萬 | 0.33% | −2,950−15.9% | 減碼 |
| Roman Butler Fullerton & Co | 16,393 | $110.8 萬 | 0.43% | −458−2.7% | 減碼 |
| PGGM Investments | 15,894 | $111.2 萬 | 0.02% | +1,438+9.9% | 加碼 |
| Park Avenue Securities LLC | 15,956 | $111.7 萬 | 0.02% | +1,677+11.7% | 加碼 |
| RFG Advisory, LLC | 16,067 | $112.4 萬 | 0.04% | −717−4.3% | 減碼 |
| Sawtooth Solutions, LLC | 16,185 | $113.3 萬 | 0.03% | +1,379+9.3% | 加碼 |
| Bleakley Financial Group, LLC | 16,212 | $113.4 萬 | 0.04% | +1,406+9.5% | 加碼 |
| Hancock Whitney Corp | 16,376 | $114.6 萬 | 0.04% | −104−0.6% | 減碼 |
| Essex Financial Services, Inc. | 16,487 | $115.4 萬 | 0.12% | +632+4.0% | 加碼 |
| Colony Group, LLC | 16,633 | $116.4 萬 | 0.02% | +16,633 | 新進 |
| Community Bank of Raymore | 16,650 | $116.5 萬 | 0.51% | +3,450+26.1% | 加碼 |
| Coppell Advisory Solutions LLC | 16,883 | $118.1 萬 | 0.24% | −526−3.0% | 減碼 |
| King Luther Capital Management Corp | 17,264 | $120.8 萬 | 0.01% | −1,737−9.1% | 減碼 |
| InterOcean Capital Group, LLC | 17,526 | $122.6 萬 | 0.03% | −129−0.7% | 減碼 |
| Lockheed Martin Investment Management Co | 19,178 | $122.7 萬 | 0.09% | −5,300−21.7% | 減碼 |
| Louisiana State Employees Retirement System | 17,700 | $123.9 萬 | 0.03% | −400−2.2% | 減碼 |
| Fagan Associates, Inc. | 17,858 | $125.0 萬 | 0.27% | −134−0.7% | 減碼 |
| Genesee Capital Advisors, LLC | 17,947 | $125.6 萬 | 0.77% | +9,814+120.7% | 加碼 |
| Ignite Planners, LLC | 18,327 | $125.8 萬 | 0.37% | −2,184−10.6% | 減碼 |
| SeaBridge Investment Advisors LLC | 18,030 | $126.2 萬 | 0.37% | 00.0% | 不變 |
| Moody National Bank Trust Division | 18,293 | $128.0 萬 | 0.10% | −12,252−40.1% | 減碼 |
| Securian Asset Management, Inc | 18,484 | $129.4 萬 | 0.04% | −2,441−11.7% | 減碼 |
| Naviter Wealth, LLC | 18,346 | $129.5 萬 | 0.26% | +2,928+19.0% | 加碼 |
| Centersquare Investment Management LLC | 19,249 | $134.7 萬 | 0.02% | +114+0.6% | 加碼 |
| Pathway Financial Advisers, LLC | 19,328 | $135.3 萬 | 0.51% | −48−0.2% | 減碼 |
| Trust Investment Advisors | 19,539 | $136.7 萬 | 1.07% | −33−0.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 19,640 | $137.4 萬 | 0.02% | +5,466+38.6% | 加碼 |
| Hartford Investment Management Co | 19,664 | $137.6 萬 | 0.05% | −1,595−7.5% | 減碼 |
| Eagle Ridge Investment Management | 19,702 | $137.9 萬 | 0.14% | 00.0% | 不變 |
| Lincoln National Corp | 19,991 | $139.9 萬 | 0.02% | +98+0.5% | 加碼 |
| Future Financial Wealth Managment LLC | 20,001 | $140.0 萬 | 1.39% | −859−4.1% | 減碼 |
| DoubleLine ETF Adviser LP | 20,021 | $140.1 萬 | 0.40% | +20,021 | 新進 |
| PFG Investments, LLC | 20,089 | $140.6 萬 | 0.26% | +229+1.2% | 加碼 |
| Highline Wealth Partners LLC | 20,257 | $141.8 萬 | 0.69% | +20,257 | 新進 |
| HighPoint Advisor Group LLC | 18,294 | $143.0 萬 | 0.10% | +18,294 | 新進 |
| Illinois Municipal Retirement Fund | 20,469 | $143.2 萬 | 0.02% | 00.0% | 不變 |
| Donoghue Forlines LLC | 20,816 | $145.7 萬 | 0.46% | −11,904−36.4% | 減碼 |
| Metropolitan Life Insurance Co | 20,824 | $145.7 萬 | 0.07% | −213−1.0% | 減碼 |
| Waratah Capital Advisors Ltd. | 20,956 | $146.7 萬 | 0.08% | −72,330−77.5% | 減碼 |
| Nordea Investment Management AB | 20,928 | $146.8 萬 | 0.00% | +778+3.9% | 加碼 |
| Wambolt & Associates, LLC | 21,232 | $148.6 萬 | 0.49% | −5,980−22.0% | 減碼 |
| Fiduciary Trust Co | 21,254 | $148.7 萬 | 0.02% | −252−1.2% | 減碼 |
| TFG Advisers LLC | 21,411 | $149.8 萬 | 0.63% | +1,863+9.5% | 加碼 |
| Lee Danner & Bass Inc | 21,775 | $152.4 萬 | 0.13% | +11,825+118.8% | 加碼 |
| Green Alpha Advisors, LLC | 21,897 | $153.2 萬 | 1.10% | −9,973−31.3% | 減碼 |
| KCM Investment Advisors LLC | 21,910 | $153.3 萬 | 0.06% | −3,953−15.3% | 減碼 |
| Maryland State Retirement & Pension System | 22,108 | $154.7 萬 | 0.03% | 00.0% | 不變 |
| Davenport & Co LLC | 22,159 | $155.1 萬 | 0.01% | +925+4.4% | 加碼 |
| Commerce Bank | 22,247 | $155.7 萬 | 0.01% | +450+2.1% | 加碼 |
| Entropy Technologies, LP | 22,449 | $157.1 萬 | 0.29% | +22,449 | 新進 |
| Heritage Trust Co | 22,477 | $157.3 萬 | 0.22% | +817+3.8% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 22,500 | $157.5 萬 | 0.00% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 22,830 | $159.8 萬 | 0.03% | +291+1.3% | 加碼 |
| Boston Private Wealth LLC | 22,873 | $160.1 萬 | 0.04% | −407−1.7% | 減碼 |
| Promethos Capital, LLC | 22,962 | $160.7 萬 | 1.16% | +22,962 | 新進 |
| Advisory Services Network, LLC | 23,258 | $162.8 萬 | 0.04% | −3,033−11.5% | 減碼 |
| Ellsworth Advisors, LLC | 23,303 | $163.1 萬 | 0.52% | +518+2.3% | 加碼 |
| Kentucky Retirement Systems | 23,362 | $163.5 萬 | 0.05% | −311−1.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 23,892 | $167.1 萬 | 0.05% | −2,289−8.7% | 減碼 |
| Gables Capital Management Inc. | 23,985 | $167.8 萬 | 1.04% | −175−0.7% | 減碼 |
| Apollon Wealth Management, LLC | 24,112 | $168.7 萬 | 0.06% | +1,862+8.4% | 加碼 |
| AQR Capital Management LLC | 24,210 | $169.4 萬 | 0.00% | −5,014−17.2% | 減碼 |
| Cascade Investment Group, Inc. | 24,295 | $170.0 萬 | 1.37% | 00.0% | 不變 |
| Norinchukin Bank, The | 24,324 | $170.2 萬 | 0.04% | −1,646−6.3% | 減碼 |
| Corrado Advisors, LLC | 24,975 | $174.8 萬 | 1.43% | −4,604−15.6% | 減碼 |
| Ancora Advisors, LLC | 25,045 | $175.3 萬 | 0.04% | −503−2.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 25,059 | $175.3 萬 | 0.02% | −1,110−4.2% | 減碼 |
| Richard P Slaughter Associates Inc | 25,278 | $176.9 萬 | 0.44% | −1,504−5.6% | 減碼 |
| GWM Advisors LLC | 25,825 | $177.0 萬 | 0.02% | −49−0.2% | 減碼 |
| Delphi Management Inc | 25,412 | $177.8 萬 | 1.63% | +1,282+5.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 25,481 | $178.3 萬 | 0.05% | +1,048+4.3% | 加碼 |
| Pensionfund Sabic | 25,500 | $178.4 萬 | 0.56% | 00.0% | 不變 |
| Spirit of America Management Corp | 25,900 | $181.2 萬 | 0.40% | +2,400+10.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 25,923 | $181.4 萬 | 0.03% | +17,608+211.8% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 26,023 | $182.1 萬 | 0.04% | +7,144+37.8% | 加碼 |
| US Bancorp | 26,287 | $184.0 萬 | 0.00% | −1,116−4.1% | 減碼 |
| Horizon Kinetics Asset Management LLC | 26,450 | $185.1 萬 | 0.04% | −908−3.3% | 減碼 |
| Stock Yards Bank & Trust Co | 26,575 | $186.0 萬 | 0.07% | −3,295−11.0% | 減碼 |
| Sippican Capital Advisors | 26,687 | $186.8 萬 | 1.46% | −90−0.3% | 減碼 |
| Fifth Third Bancorp | 26,859 | $188.0 萬 | 0.01% | −16,973−38.7% | 減碼 |
| Ostrum Asset Management | 27,524 | $192.6 萬 | 0.17% | +3,237+13.3% | 加碼 |
| Cubic Asset Management, LLC | 27,525 | $192.6 萬 | 0.49% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 27,614 | $193.2 萬 | 1.28% | −1,756−6.0% | 減碼 |
| Capital Investment Advisors, LLC | 27,773 | $194.4 萬 | 0.05% | +590+2.2% | 加碼 |
| Cetera Investment Advisers | 28,415 | $198.9 萬 | 0.02% | −46,491−62.1% | 減碼 |