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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 4,605 | $32.2 萬 | 0.01% | −1,449−23.9% | 減碼 |
| Federated Hermes, Inc. | 4,599 | $32.2 萬 | 0.00% | +179+4.0% | 加碼 |
| Goldstone Financial Group, LLC | 4,558 | $31.9 萬 | 0.08% | −262−5.4% | 減碼 |
| Welch Group, LLC | 4,531 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Wulff, Hansen & Co. | 4,520 | $31.6 萬 | 0.35% | −200−4.2% | 減碼 |
| Personal Cfo Solutions, LLC | 4,499 | $31.5 萬 | 0.05% | −199−4.2% | 減碼 |
| Armstrong Advisory Group, Inc | 4,483 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Crown Wealth Group, LLC | 4,390 | $30.7 萬 | 0.18% | +240+5.8% | 加碼 |
| Edmp, Inc. | 4,387 | $30.7 萬 | 0.28% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 4,385 | $30.7 萬 | 0.65% | −180−3.9% | 減碼 |
| Horizon Investments, LLC | 4,359 | $30.5 萬 | 0.01% | −28−0.6% | 減碼 |
| IFP Advisors, Inc | 4,349 | $30.4 萬 | 0.01% | −173−3.8% | 減碼 |
| TRUE Private Wealth Advisors | 4,322 | $30.2 萬 | 0.04% | −20.0% | 減碼 |
| TrinityPoint Wealth, LLC | 4,260 | $29.8 萬 | 0.05% | −119−2.7% | 減碼 |
| Verdence Capital Advisors LLC | 4,228 | $29.6 萬 | 0.03% | +17+0.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,220 | $29.5 萬 | 0.02% | +39+0.9% | 加碼 |
| Curi Capital | 4,191 | $29.3 萬 | 0.04% | −6−0.1% | 減碼 |
| Koshinski Asset Management, Inc. | 4,175 | $29.2 萬 | 0.04% | −118−2.7% | 減碼 |
| Norris Financial Group, LLC | 4,136 | $28.9 萬 | 0.18% | +4,136 | 新進 |
| NEOS Investment Management LLC | 4,124 | $28.9 萬 | 0.03% | +4,124 | 新進 |
| Bogart Wealth, LLC | 4,109 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 4,225 | $28.8 萬 | 0.00% | −118−2.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,225 | $28.8 萬 | 0.00% | −118−2.7% | 減碼 |
| Howland Capital Management LLC | 4,016 | $28.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 4,050 | $28.3 萬 | 0.18% | +4,050 | 新進 |
| Advisors Capital Management, LLC | 4,024 | $28.2 萬 | 0.01% | +15+0.4% | 加碼 |
| Consolidated Planning Corp | 4,001 | $28.0 萬 | 0.05% | +4,001 | 新進 |
| Citizens Business Bank | 4,000 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Sachetta, LLC | 3,993 | $28.0 萬 | 0.13% | +3,993 | 新進 |
| FDx Advisors, Inc. | 3,948 | $27.6 萬 | 0.02% | −105−2.6% | 減碼 |
| Stephens Inc | 3,938 | $27.6 萬 | 0.00% | −679−14.7% | 減碼 |
| Perigon Wealth Management, LLC | 3,926 | $27.5 萬 | 0.01% | +406+11.5% | 加碼 |
| Raleigh Capital Management Inc. | 3,914 | $27.4 萬 | 0.13% | +83+2.2% | 加碼 |
| Park National Corp | 3,905 | $27.3 萬 | 0.01% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 3,867 | $27.1 萬 | 0.00% | +3,867 | 新進 |
| Onyx Bridge Wealth Group LLC | 3,838 | $26.9 萬 | 0.05% | +26+0.7% | 加碼 |
| Aire Advisors, LLC | 3,828 | $26.8 萬 | 0.07% | +38+1.0% | 加碼 |
| Sigma Planning Corp | 3,809 | $26.7 萬 | 0.02% | −3,667−49.1% | 減碼 |
| Ledgewood Wealth Advisors, LLC | 3,806 | $26.6 萬 | 0.25% | +3,806 | 新進 |
| Core Wealth Partners LLC | 3,796 | $26.6 萬 | 0.22% | +287+8.2% | 加碼 |
| Inspire Trust Co, N.A. | 3,794 | $26.6 萬 | 0.27% | +3,794 | 新進 |
| Grey Street Capital, LLC | 3,731 | $26.4 萬 | 0.13% | 00.0% | 不變 |
| Walker Asset Management, LLC | 3,754 | $26.3 萬 | 0.19% | +3,754 | 新進 |
| Private Trust Co NA | 3,738 | $26.2 萬 | 0.03% | +17+0.5% | 加碼 |
| Triasima Portfolio Management inc. | 3,700 | $25.9 萬 | 0.02% | −500−11.9% | 減碼 |
| Strategic Blueprint, LLC | 3,625 | $25.4 萬 | 0.02% | +11+0.3% | 加碼 |
| E&G Advisors, LP | 3,625 | $25.4 萬 | 0.09% | −2,500−40.8% | 減碼 |
| Panagora Asset Management Inc | 3,610 | $25.3 萬 | 0.00% | −87−2.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 3,541 | $24.8 萬 | 0.02% | −164−4.4% | 減碼 |
| Lebenthal Global Advisors, LLC | 3,538 | $24.8 萬 | 0.06% | +3,538 | 新進 |
| Nations Financial Group Inc, | 3,524 | $24.7 萬 | 0.02% | −265−7.0% | 減碼 |
| Philadelphia Trust Co | 3,500 | $24.5 萬 | 0.02% | 00.0% | 不變 |
| Robinson Smith Wealth Advisors LLC | 3,500 | $24.5 萬 | 0.24% | +3,500 | 新進 |
| Dakota Wealth Management | 3,495 | $24.5 萬 | 0.01% | −1,041−22.9% | 減碼 |
| Buckingham Capital Management, Inc. | 3,483 | $24.4 萬 | 0.03% | +3,483 | 新進 |
| CAPROCK Group, Inc. | 3,449 | $24.4 萬 | 0.02% | +3,449 | 新進 |
| Lokken Investment Group LLC | 3,474 | $24.3 萬 | 0.14% | 00.0% | 不變 |
| Ballentine Partners, LLC | 3,446 | $24.1 萬 | 0.00% | +3,446 | 新進 |
| Davis R M Inc | 3,418 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Power Corp of Canada | 3,416 | $23.9 萬 | 0.02% | +3,416 | 新進 |
| International Assets Investment Management, LLC | 3,388 | $23.7 萬 | 0.03% | +3,388 | 新進 |
| Huntington National Bank | 3,356 | $23.5 萬 | 0.00% | −1,235−26.9% | 減碼 |
| Retirement Income Solutions, Inc | 3,350 | $23.4 萬 | 0.06% | −650−16.3% | 減碼 |
| Advisors Management Group Inc | 3,309 | $23.2 萬 | 0.06% | −189−5.4% | 減碼 |
| Advisor Resource Council | 3,305 | $23.1 萬 | 0.03% | +3,305 | 新進 |
| Community Bank & Trust, Waco, Texas | 3,300 | $23.1 萬 | 0.06% | +3,300 | 新進 |
| Jacobi Capital Management LLC | 3,288 | $23.0 萬 | 0.02% | +3,288 | 新進 |
| Keystone Wealth Services, LLC | 3,258 | $22.8 萬 | 0.08% | +3,258 | 新進 |
| Ameritas Investment Partners, Inc. | 3,245 | $22.7 萬 | 0.01% | −332−9.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,214 | $22.5 萬 | 0.01% | −81,159−96.2% | 減碼 |
| Geller Advisors LLC | 3,182 | $22.5 萬 | 0.02% | −323−9.2% | 減碼 |
| Cypress Capital Group | 3,200 | $22.4 萬 | 0.03% | +3,200 | 新進 |
| Apriem Advisors | 3,200 | $22.4 萬 | 0.03% | +3,200 | 新進 |
| Kovitz Investment Group Partners, LLC | 3,191 | $22.3 萬 | 0.00% | +3,191 | 新進 |
| Westpac Banking Corp | 3,143 | $22.0 萬 | 0.02% | 00.0% | 不變 |
| Sovereign Financial Group, Inc. | 3,141 | $22.0 萬 | 0.07% | +3,141 | 新進 |
| Relyea Zuckerberg Hanson LLC | 3,121 | $21.8 萬 | 0.04% | +3,121 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 3,110 | $21.7 萬 | 0.05% | +3,110 | 新進 |
| Cresset Asset Management, LLC | 3,106 | $21.7 萬 | 0.00% | +3,106 | 新進 |
| Cigna Investments Inc | 3,095 | $21.7 萬 | 0.04% | +3,095 | 新進 |
| Boston Financial Mangement LLC | 3,100 | $21.7 萬 | 0.01% | +3,100 | 新進 |
| XML Financial, LLC | 3,068 | $21.5 萬 | 0.02% | +3,068 | 新進 |
| Monticello Wealth Management, LLC | 3,065 | $21.4 萬 | 0.02% | −1,320−30.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 3,044 | $21.3 萬 | 0.02% | +3,044 | 新進 |
| Pine Valley Investments Ltd Liability Co | 3,025 | $21.2 萬 | 0.02% | +3,025 | 新進 |
| Miracle Mile Advisors, LLC | 3,006 | $21.0 萬 | 0.01% | +3,006 | 新進 |
| Change Path, LLC | 3,004 | $21.0 萬 | 0.01% | +3,004 | 新進 |
| Clean Yield Group | 3,000 | $21.0 萬 | 0.09% | 00.0% | 不變 |
| Channel Wealth LLC | 3,000 | $21.0 萬 | 0.10% | +3,000 | 新進 |
| Whittier Trust Co | 2,978 | $20.8 萬 | 0.00% | −250−7.7% | 減碼 |
| Mission Creek Capital Partners, Inc. | 2,972 | $20.8 萬 | 0.05% | +2,972 | 新進 |
| Toth Financial Advisory Corp | 2,962 | $20.7 萬 | 0.03% | −781−20.9% | 減碼 |
| IMA Wealth, Inc. | 2,954 | $20.7 萬 | 0.10% | +2,954 | 新進 |
| Beacon Bridge Wealth Partners, LLC | 2,948 | $20.6 萬 | 0.10% | −425−12.6% | 減碼 |
| Destination Wealth Management | 2,946 | $20.6 萬 | 0.01% | −1,930−39.6% | 減碼 |
| Douglas Lane & Associates, LLC | 2,944 | $20.6 萬 | 0.00% | +2,944 | 新進 |
| Capital City Trust Co | 2,940 | $20.6 萬 | 0.06% | +2,940 | 新進 |
| Daymark Wealth Partners, LLC | 2,883 | $20.2 萬 | 0.01% | +2,883 | 新進 |
| Parallel Advisors, LLC | 2,879 | $20.1 萬 | 0.01% | −778−21.3% | 減碼 |
| Evergreen Capital Management LLC | 2,845 | $20.1 萬 | 0.01% | −817−22.3% | 減碼 |