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、8 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。
2024 年第 1 季 13F 持有人
Iron Mountain Inc 在 2024/3/31 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
- 938
- 較 2023 年第 4 季 +57 家
- 持有股數
- 2.37 億
- 較 2023 年第 4 季 +371.1 萬 (+1.6%)
- 總市值
- $190.0 億
- 較 2023 年第 4 季 +$26.5 億 (+16.2%)
- 新進機構
- 126
- 另有 310 家加碼
- 清倉機構
- 69
- 另有 328 家減碼
另有 10 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 2,750 | $22.2 萬 | 0.02% | +2,750 | 新進 |
| Atomi Financial Group, Inc. | 2,790 | $22.4 萬 | 0.02% | +2,790 | 新進 |
| XML Financial, LLC | 2,791 | $22.4 萬 | 0.02% | −277−9.0% | 減碼 |
| Ci Investments Inc. | 2,795 | $22.4 萬 | 0.00% | +1,987+245.9% | 加碼 |
| Scientech Research LLC | 2,796 | $22.4 萬 | 0.12% | +2,796 | 新進 |
| Daymark Wealth Partners, LLC | 2,814 | $22.6 萬 | 0.01% | −69−2.4% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 2,850 | $22.9 萬 | 0.02% | −175−5.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,863 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 2,864 | $23.0 萬 | 0.01% | +2,864 | 新進 |
| Aberdeen Wealth Management LLC | 2,877 | $23.1 萬 | 0.13% | +2,877 | 新進 |
| Evergreen Capital Management LLC | 2,866 | $23.2 萬 | 0.01% | +21+0.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 2,914 | $23.4 萬 | 0.06% | −58−2.0% | 減碼 |
| Cooper Financial Group | 2,924 | $23.5 萬 | 0.04% | +2,924 | 新進 |
| Schechter Investment Advisors, LLC | 2,928 | $23.5 萬 | 0.02% | +2,928 | 新進 |
| Crestwood Advisors Group LLC | 2,931 | $23.5 萬 | 0.01% | +2,931 | 新進 |
| Capital City Trust Co | 2,940 | $23.6 萬 | 0.07% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 2,944 | $23.6 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,945 | $23.6 萬 | 0.01% | −1,404−32.3% | 減碼 |
| Destination Wealth Management | 2,946 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 2,950 | $23.7 萬 | 0.02% | −750−20.3% | 減碼 |
| IMA Wealth, Inc. | 2,954 | $23.7 萬 | 0.11% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 2,966 | $23.8 萬 | 0.00% | +1,193+67.3% | 加碼 |
| Parallel Advisors, LLC | 2,974 | $23.9 萬 | 0.01% | +95+3.3% | 加碼 |
| Whittier Trust Co | 2,978 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 3,000 | $24.1 萬 | 0.09% | 00.0% | 不變 |
| Channel Wealth LLC | 3,000 | $24.1 萬 | 0.10% | 00.0% | 不變 |
| FDx Advisors, Inc. | 3,012 | $24.2 萬 | 0.04% | −936−23.7% | 減碼 |
| Oak Thistle LLC | 3,039 | $24.4 萬 | 0.22% | +3,039 | 新進 |
| Great Valley Advisor Group, Inc. | 3,052 | $24.5 萬 | 0.01% | +3,052 | 新進 |
| Cresset Asset Management, LLC | 3,071 | $24.6 萬 | 0.00% | −35−1.1% | 減碼 |
| Boston Financial Mangement LLC | 3,100 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Cigna Investments Inc | 3,095 | $24.9 萬 | 0.05% | 00.0% | 不變 |
| Aspen Investment Management Inc | 3,110 | $24.9 萬 | 0.13% | +3,110 | 新進 |
| Miracle Mile Advisors, LLC | 3,111 | $25.0 萬 | 0.01% | +105+3.5% | 加碼 |
| Change Path, LLC | 3,117 | $25.0 萬 | 0.01% | +113+3.8% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,125 | $25.1 萬 | 0.04% | +4+0.1% | 加碼 |
| Sovereign Financial Group, Inc. | 3,142 | $25.2 萬 | 0.07% | +10.0% | 加碼 |
| Private Trust Co NA | 3,158 | $25.3 萬 | 0.03% | −580−15.5% | 減碼 |
| Apriem Advisors | 3,200 | $25.7 萬 | 0.03% | 00.0% | 不變 |
| Consolidated Planning Corp | 3,211 | $25.8 萬 | 0.04% | −790−19.7% | 減碼 |
| Westpac Banking Corp | 3,214 | $25.8 萬 | 0.02% | +71+2.3% | 加碼 |
| Geller Advisors LLC | 3,198 | $25.9 萬 | 0.02% | +16+0.5% | 加碼 |
| Cypress Capital Group | 3,235 | $25.9 萬 | 0.03% | +35+1.1% | 加碼 |
| Two Sigma Securities, LLC | 3,243 | $26.0 萬 | 0.01% | +3,243 | 新進 |
| Ameritas Investment Partners, Inc. | 3,245 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Infrastructure Capital Advisors, LLC | 3,250 | $26.1 萬 | 0.03% | +3,250 | 新進 |
| Keystone Wealth Services, LLC | 3,258 | $26.1 萬 | 0.08% | 00.0% | 不變 |
| Jacobi Capital Management LLC | 3,293 | $26.4 萬 | 0.02% | +5+0.2% | 加碼 |
| Somerset Trust Co | 3,295 | $26.4 萬 | 0.11% | +3,295 | 新進 |
| Summit Financial, LLC | 3,269 | $26.4 萬 | 0.02% | +3,269 | 新進 |
| Community Bank & Trust, Waco, Texas | 3,300 | $26.5 萬 | 0.07% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,304 | $26.7 萬 | 0.02% | −145−4.2% | 減碼 |
| Retirement Income Solutions, Inc | 3,350 | $26.9 萬 | 0.06% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 3,363 | $27.0 萬 | 0.01% | −10,349−75.5% | 減碼 |
| International Assets Investment Management, LLC | 3,402 | $27.1 萬 | 0.03% | +14+0.4% | 加碼 |
| Kovitz Investment Group Partners, LLC | 3,386 | $27.2 萬 | 0.00% | +195+6.1% | 加碼 |
| Nations Financial Group Inc, | 3,399 | $27.3 萬 | 0.02% | −125−3.5% | 減碼 |
| BTC Capital Management, Inc. | 3,403 | $27.3 萬 | 0.02% | +3,403 | 新進 |
| Sienna Gestion | 3,416 | $27.4 萬 | 0.03% | +3,416 | 新進 |
| Davis R M Inc | 3,418 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| GTS Securities LLC | 3,421 | $27.4 萬 | 0.01% | −5,954−63.5% | 減碼 |
| Aptus Capital Advisors, LLC | 3,432 | $27.5 萬 | 0.01% | +3,432 | 新進 |
| Lokken Investment Group LLC | 3,474 | $27.9 萬 | 0.14% | 00.0% | 不變 |
| Buckingham Capital Management, Inc. | 3,483 | $27.9 萬 | 0.03% | 00.0% | 不變 |
| Sachetta, LLC | 3,993 | $28.0 萬 | 0.13% | 00.0% | 不變 |
| Robinson Smith Wealth Advisors LLC | 3,500 | $28.1 萬 | 0.27% | 00.0% | 不變 |
| Philadelphia Trust Co | 3,500 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| Advisors Management Group Inc | 3,549 | $28.5 萬 | 0.07% | +240+7.3% | 加碼 |
| Beaumont Financial Advisors, LLC | 3,571 | $28.6 萬 | 0.02% | +30+0.8% | 加碼 |
| Panagora Asset Management Inc | 3,610 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Duality Advisers, LP | 3,611 | $29.0 萬 | 0.03% | −1,731−32.4% | 減碼 |
| Lebenthal Global Advisors, LLC | 3,632 | $29.1 萬 | 0.06% | +94+2.7% | 加碼 |
| AlphaStar Capital Management, LLC | 3,672 | $29.5 萬 | 0.03% | +3,672 | 新進 |
| Empower Advisory Group, LLC | 3,693 | $29.6 萬 | 0.00% | +3,693 | 新進 |
| Prestige Wealth Management Group LLC | 3,670 | $29.7 萬 | 0.06% | +3,491+1,950.3% | 加碼 |
| E&G Advisors, LP | 3,700 | $29.7 萬 | 0.09% | +75+2.1% | 加碼 |
| Onyx Bridge Wealth Group LLC | 3,878 | $30.1 萬 | 0.05% | +40+1.0% | 加碼 |
| Huntington National Bank | 3,749 | $30.1 萬 | 0.00% | +393+11.7% | 加碼 |
| Strategic Blueprint, LLC | 3,786 | $30.4 萬 | 0.02% | +161+4.4% | 加碼 |
| Walker Asset Management, LLC | 3,790 | $30.4 萬 | 0.20% | +36+1.0% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $30.5 萬 | 0.05% | +3,800 | 新進 |
| Ledgewood Wealth Advisors, LLC | 3,806 | $30.5 萬 | 0.28% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 3,811 | $30.6 萬 | 0.03% | +3,811 | 新進 |
| Cynosure Management, LLC | 3,813 | $30.6 萬 | 0.05% | +3,813 | 新進 |
| Aire Advisors, LLC | 3,816 | $30.6 萬 | 0.07% | −12−0.3% | 減碼 |
| Stephens Inc | 3,820 | $30.6 萬 | 0.00% | −118−3.0% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 3,863 | $31.0 萬 | 0.09% | −1,047−21.3% | 減碼 |
| HRT Financial LP | 3,892 | $31.2 萬 | 0.00% | −56,606−93.6% | 減碼 |
| Core Wealth Partners LLC | 3,892 | $31.2 萬 | 0.24% | +96+2.5% | 加碼 |
| Inceptionr LLC | 3,899 | $31.3 萬 | 0.08% | +3,899 | 新進 |
| Park National Corp | 3,905 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 4,483 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 3,950 | $31.5 萬 | 0.01% | +3,950 | 新進 |
| OneAscent Financial Services LLC | 3,937 | $31.6 萬 | 0.03% | +3,937 | 新進 |
| MBB Public Markets I LLC | 3,943 | $31.6 萬 | 0.02% | +3,943 | 新進 |
| Moneta Group Investment Advisors LLC | 3,987 | $32.0 萬 | 0.01% | −835−17.3% | 減碼 |
| Citizens Business Bank | 4,000 | $32.1 萬 | 0.07% | 00.0% | 不變 |
| Howland Capital Management LLC | 4,016 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 4,050 | $32.5 萬 | 0.20% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 4,056 | $32.5 萬 | 0.01% | +32+0.8% | 加碼 |