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 |
|---|---|---|---|---|---|
| Ballentine Partners, LLC | 4,077 | $32.7 萬 | 0.01% | +631+18.3% | 加碼 |
| Disciplined Equity Management, Inc. | 4,085 | $32.8 萬 | 0.22% | −35,970−89.8% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,124 | $33.1 萬 | 0.01% | +910+28.3% | 加碼 |
| Bogart Wealth, LLC | 4,139 | $33.2 萬 | 0.02% | +30+0.7% | 加碼 |
| Kavar Capital Partners Group, LLC | 4,150 | $33.3 萬 | 0.06% | −4,150−50.0% | 減碼 |
| Raleigh Capital Management Inc. | 4,171 | $33.5 萬 | 0.14% | +257+6.6% | 加碼 |
| RMB Capital Management, LLC | 4,193 | $33.6 萬 | 0.01% | +4,193 | 新進 |
| Catalyst Funds Management Pty Ltd | 4,200 | $33.7 萬 | 0.09% | +4,200 | 新進 |
| Dynamic Technology Lab Private Ltd | 4,200 | $33.7 萬 | 0.04% | −3,244−43.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 4,204 | $33.7 萬 | 0.01% | −487−10.4% | 減碼 |
| Twinbeech Capital LP | 4,210 | $33.8 萬 | 0.01% | +4,210 | 新進 |
| NCP Inc. | 4,213 | $33.8 萬 | 0.23% | +4,213 | 新進 |
| Verdence Capital Advisors LLC | 4,298 | $34.5 萬 | 0.03% | +70+1.7% | 加碼 |
| TrinityPoint Wealth, LLC | 4,311 | $34.6 萬 | 0.06% | +51+1.2% | 加碼 |
| TRUE Private Wealth Advisors | 4,319 | $34.6 萬 | 0.04% | −3−0.1% | 減碼 |
| Financial Management Professionals, Inc. | 4,366 | $35.0 萬 | 0.05% | −1,585−26.6% | 減碼 |
| Perigon Wealth Management, LLC | 4,371 | $35.1 萬 | 0.01% | +445+11.3% | 加碼 |
| Edmp, Inc. | 4,387 | $35.2 萬 | 0.29% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 4,403 | $35.3 萬 | 0.01% | +4,403 | 新進 |
| Griffin Asset Management, Inc. | 4,404 | $35.3 萬 | 0.04% | −1,477−25.1% | 減碼 |
| Richard W. Paul & Associates, LLC | 4,415 | $35.4 萬 | 0.14% | −209−4.5% | 減碼 |
| Tradewinds, LLC. | 4,415 | $35.4 萬 | 0.31% | +4,415 | 新進 |
| LifePro Asset Management | 4,455 | $35.7 萬 | 0.24% | +4,455 | 新進 |
| L.M. Kohn & Company | 4,467 | $35.8 萬 | 0.10% | −408−8.4% | 減碼 |
| Wulff, Hansen & Co. | 4,520 | $36.3 萬 | 0.36% | 00.0% | 不變 |
| Horizon Investments, LLC | 4,530 | $36.3 萬 | 0.01% | +171+3.9% | 加碼 |
| Welch Group, LLC | 4,531 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,536 | $36.4 萬 | 0.02% | +316+7.5% | 加碼 |
| Crown Wealth Group, LLC | 4,543 | $36.4 萬 | 0.19% | +153+3.5% | 加碼 |
| Profund Advisors LLC | 4,545 | $36.5 萬 | 0.01% | −376−7.6% | 減碼 |
| Scotia Capital Inc. | 4,610 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 4,617 | $37.0 萬 | 0.13% | +4,617 | 新進 |
| Penserra Capital Management LLC | 4,662 | $37.3 萬 | 0.00% | +2,023+76.7% | 加碼 |
| Goldstone Financial Group, LLC | 4,656 | $37.3 萬 | 0.09% | +98+2.2% | 加碼 |
| Geneos Wealth Management Inc. | 4,681 | $37.5 萬 | 0.02% | +3,102+196.5% | 加碼 |
| Investment Management Corp of Ontario | 4,691 | $37.6 萬 | 0.01% | −2,100−30.9% | 減碼 |
| High Net Worth Advisory Group LLC | 4,692 | $37.6 萬 | 0.12% | 00.0% | 不變 |
| RMR Wealth Builders | 4,686 | $37.7 萬 | 0.05% | +4,686 | 新進 |
| Teamwork Financial Advisors, LLC | 4,705 | $37.7 萬 | 0.06% | −36−0.8% | 減碼 |
| Southland Equity Partners LLC | 4,742 | $38.0 萬 | 0.11% | −527−10.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,744 | $38.0 萬 | 0.03% | +10.0% | 加碼 |
| CX Institutional | 4,757 | $38.2 萬 | 0.02% | +29+0.6% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 4,863 | $39.0 萬 | 0.01% | −521−9.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 4,865 | $39.0 萬 | 0.05% | −421−8.0% | 減碼 |
| Sculati Wealth Management, LLC | 4,870 | $39.1 萬 | 0.17% | −502−9.3% | 減碼 |
| Perfromance Wealth Partners, LLC | 4,889 | $39.2 萬 | 0.02% | 00.0% | 不變 |
| Advisors Preferred, LLC | 4,951 | $39.4 萬 | 0.07% | −1,377−21.8% | 減碼 |
| Texas Yale Capital Corp. | 4,925 | $39.5 萬 | 0.02% | 00.0% | 不變 |
| Dorsey Wright & Associates | 4,967 | $39.8 萬 | 0.10% | −37−0.7% | 減碼 |
| Intrua Financial, LLC | 4,981 | $40.0 萬 | 0.06% | −70−1.4% | 減碼 |
| West Wealth Group, LLC | 5,000 | $40.1 萬 | 0.15% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 5,009 | $40.2 萬 | 0.06% | +510+11.3% | 加碼 |
| NorthStar Asset Management LLC | 5,024 | $40.3 萬 | 0.31% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 5,030 | $40.3 萬 | 0.08% | −584−10.4% | 減碼 |
| SFG Wealth Management, LLC. | 5,052 | $40.5 萬 | 0.24% | +20.0% | 加碼 |
| Choate Investment Advisors | 5,107 | $41.0 萬 | 0.01% | −150−2.9% | 減碼 |
| Augustine Asset Management Inc | 5,154 | $41.3 萬 | 0.17% | −1,022−16.5% | 減碼 |
| Foster & Motley Inc | 5,156 | $41.4 萬 | 0.03% | −1,671−24.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 5,430 | $41.6 萬 | 0.08% | −431−7.4% | 減碼 |
| Keybank National Association | 5,195 | $41.7 萬 | 0.00% | +144+2.9% | 加碼 |
| Valued Retirements, Inc. | 5,198 | $41.7 萬 | 0.67% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 5,226 | $41.9 萬 | 0.22% | +24+0.5% | 加碼 |
| Coastline Trust Co | 5,244 | $42.1 萬 | 0.05% | −67−1.3% | 減碼 |
| Signaturefd, LLC | 5,252 | $42.1 萬 | 0.01% | +345+7.0% | 加碼 |
| Koshinski Asset Management, Inc. | 5,310 | $42.6 萬 | 0.04% | +1,135+27.2% | 加碼 |
| BancorpSouth Bank | 5,318 | $42.7 萬 | 0.03% | 00.0% | 不變 |
| First Dallas Securities Inc. | 5,350 | $42.9 萬 | 0.20% | −1,275−19.2% | 減碼 |
| NBC Securities, Inc. | 5,427 | $43.5 萬 | 0.04% | −105−1.9% | 減碼 |
| Fayez Sarofim & Co | 5,472 | $43.9 萬 | 0.00% | −940−14.7% | 減碼 |
| Verition Fund Management LLC | 5,484 | $44.0 萬 | 0.00% | −3,756−40.6% | 減碼 |
| Essex Savings Bank | 6,290 | $44.0 萬 | 0.13% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $45.0 萬 | 0.01% | −771−12.1% | 減碼 |
| Resources Investment Advisors, LLC. | 5,624 | $45.1 萬 | 0.01% | +153+2.8% | 加碼 |
| Kapstone Financial Advisors LLC | 5,788 | $46.4 萬 | 0.32% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 5,839 | $47.1 萬 | 0.17% | −316−5.1% | 減碼 |
| Alberta Investment Management Corp | 5,900 | $47.3 萬 | 0.00% | 00.0% | 不變 |
| Ellevest, Inc. | 5,916 | $47.5 萬 | 0.03% | +696+13.3% | 加碼 |
| Essex Financial Services, Inc. | 6,022 | $48.3 萬 | 0.04% | −10,465−63.5% | 減碼 |
| CWM, LLC | 6,052 | $48.5 萬 | 0.00% | −706−10.4% | 減碼 |
| Swiss Life Asset Management Ltd | 6,078 | $48.8 萬 | 0.01% | −66,136−91.6% | 減碼 |
| Veriti Management LLC | 6,114 | $49.0 萬 | 0.04% | +356+6.2% | 加碼 |
| HB Wealth Management, LLC | 6,164 | $49.4 萬 | 0.01% | +90+1.5% | 加碼 |
| Hilltop Holdings Inc. | 6,182 | $49.6 萬 | 0.06% | +22+0.4% | 加碼 |
| Estabrook Capital Management | 6,237 | $50.0 萬 | 0.08% | −140−2.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 6,295 | $50.5 萬 | 0.03% | −91−1.4% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 6,308 | $50.6 萬 | 0.18% | +308+5.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,342 | $50.9 萬 | 0.03% | +61+1.0% | 加碼 |
| TownSquare Capital, LLC | 6,369 | $51.1 萬 | 0.01% | +556+9.6% | 加碼 |
| Coldstream Capital Management Inc | 6,432 | $51.6 萬 | 0.01% | −143−2.2% | 減碼 |
| Bessemer Group Inc | 6,461 | $51.8 萬 | 0.00% | +781+13.8% | 加碼 |
| Sheets Smith Wealth Management | 6,460 | $51.8 萬 | 0.06% | 00.0% | 不變 |
| Accuvest Global Advisors | 6,473 | $51.9 萬 | 0.23% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 6,481 | $52.0 萬 | 0.01% | +2,256+53.4% | 加碼 |
| Orion Portfolio Solutions, LLC | 6,481 | $52.0 萬 | 0.01% | +2,256+53.4% | 加碼 |
| Kingsview Wealth Management, LLC | 6,579 | $52.8 萬 | 0.01% | −889−11.9% | 減碼 |
| Quadcap Wealth Management, LLC | 6,605 | $53.0 萬 | 0.12% | +6,605 | 新進 |
| Sigma Planning Corp | 6,622 | $53.1 萬 | 0.02% | +2,813+73.9% | 加碼 |
| Lido Advisors, LLC | 6,593 | $53.3 萬 | 0.00% | +1,731+35.6% | 加碼 |
| DCM Advisors, LLC | 6,680 | $53.6 萬 | 0.22% | +164+2.5% | 加碼 |
| Centaurus Financial, Inc. | 6,732 | $54.0 萬 | 0.04% | −20.0% | 減碼 |