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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 11,486 | $92.1 萬 | 0.02% | −36−0.3% | 減碼 |
| Spire Wealth Management | 11,487 | $92.1 萬 | 0.02% | +1,591+16.1% | 加碼 |
| Pegasus Asset Management, Inc. | 11,495 | $92.2 萬 | 0.36% | 00.0% | 不變 |
| American Institute for Advanced Investment Management, LLP | 11,605 | $93.1 萬 | 0.74% | +750+6.9% | 加碼 |
| Measured Wealth Private Client Group, LLC | 11,608 | $93.1 萬 | 0.33% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 11,700 | $93.8 萬 | 0.03% | −2,674−18.6% | 減碼 |
| Principal Securities, Inc. | 11,775 | $94.4 萬 | 0.03% | +567+5.1% | 加碼 |
| Independent Financial Group, LLC | 11,895 | $95.4 萬 | 0.04% | +1,123+10.4% | 加碼 |
| Guardian Asset Advisors, LLC | 11,941 | $95.8 萬 | 0.79% | +386+3.3% | 加碼 |
| E. Ohman J:or Asset Management AB | 11,953 | $95.9 萬 | 0.02% | 00.0% | 不變 |
| APG Asset Management N.V. | 12,944 | $96.1 萬 | 0.00% | +800+6.6% | 加碼 |
| Tompkins Financial Corp | 12,000 | $96.3 萬 | 0.11% | +12,000 | 新進 |
| MAI Capital Management | 12,060 | $96.7 萬 | 0.01% | −607−4.8% | 減碼 |
| Kinneret Advisory, LLC | 11,993 | $97.0 萬 | 0.10% | −37−0.3% | 減碼 |
| Savant Capital, LLC | 12,121 | $97.2 萬 | 0.01% | +130+1.1% | 加碼 |
| HM Payson & Co | 12,261 | $98.3 萬 | 0.02% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 12,272 | $99.2 萬 | 0.10% | +1,737+16.5% | 加碼 |
| WealthBridge Capital Management, LLC | 12,484 | $100.1 萬 | 0.34% | +953+8.3% | 加碼 |
| Level Four Advisory Services, LLC | 14,496 | $101.4 萬 | 0.06% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 12,789 | $102.6 萬 | 0.03% | +8,184+177.7% | 加碼 |
| Hancock Whitney Corp | 12,799 | $102.7 萬 | 0.04% | −3,577−21.8% | 減碼 |
| Lockheed Martin Investment Management Co | 14,678 | $103.2 萬 | 0.07% | −4,500−23.5% | 減碼 |
| GeoWealth Management, LLC | 12,953 | $103.9 萬 | 0.04% | +10,138+360.1% | 加碼 |
| Creekmur Asset Management LLC | 12,975 | $104.1 萬 | 0.36% | −125−1.0% | 減碼 |
| EP Wealth Advisors, LLC | 12,978 | $104.1 萬 | 0.01% | −896−6.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 13,015 | $104.4 萬 | 0.07% | +13,015 | 新進 |
| Childress Capital Advisors, LLC | 13,020 | $104.4 萬 | 0.30% | −2,598−16.6% | 減碼 |
| Contravisory Investment Management, Inc. | 13,098 | $105.1 萬 | 0.23% | −442−3.3% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 13,302 | $106.7 萬 | 0.17% | +1,150+9.5% | 加碼 |
| Schroder Investment Management Group | 13,342 | $107.0 萬 | 0.00% | −287−2.1% | 減碼 |
| Widmann Financial Services, Inc. | 13,464 | $108.0 萬 | 0.91% | −245−1.8% | 減碼 |
| Moody Lynn & Lieberson, LLC | 13,469 | $108.0 萬 | 0.07% | +19+0.1% | 加碼 |
| Herbst Group, LLC | 13,500 | $108.3 萬 | 0.67% | −100−0.7% | 減碼 |
| McKinley Capital Management LLC /Delaware | 13,603 | $109.1 萬 | 0.13% | +13,603 | 新進 |
| Ingalls & Snyder LLC | 13,633 | $109.4 萬 | 0.05% | −290−2.1% | 減碼 |
| Ieq Capital, LLC | 13,798 | $110.7 萬 | 0.02% | +6,123+79.8% | 加碼 |
| Catalytic Wealth RIA, LLC | 13,826 | $110.9 萬 | 0.22% | +13,826 | 新進 |
| Tyler-Stone Wealth Management | 13,850 | $111.1 萬 | 0.49% | −1,275−8.4% | 減碼 |
| Reik & Co., LLC | 14,080 | $112.9 萬 | 0.28% | −200−1.4% | 減碼 |
| Roman Butler Fullerton & Co | 14,931 | $113.3 萬 | 0.42% | −1,462−8.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 14,181 | $114.7 萬 | 0.03% | +14,181 | 新進 |
| Beacon Financial Advisory LLC | 14,621 | $117.3 萬 | 0.57% | −590−3.9% | 減碼 |
| Chesley Taft & Associates LLC | 14,650 | $117.5 萬 | 0.06% | +150+1.0% | 加碼 |
| New Mexico Educational Retirement Board | 14,740 | $118.2 萬 | 0.04% | −400−2.6% | 減碼 |
| RFG Advisory, LLC | 14,926 | $119.7 萬 | 0.04% | −1,141−7.1% | 減碼 |
| Boston Private Wealth LLC | 14,927 | $119.7 萬 | 0.03% | −7,946−34.7% | 減碼 |
| XTX Topco Ltd | 14,943 | $119.9 萬 | 0.16% | +14,943 | 新進 |
| UniSuper Management Pty Ltd | 15,037 | $120.6 萬 | 0.01% | −141,948−90.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 15,344 | $123.1 萬 | 0.01% | +3,906+34.1% | 加碼 |
| Royal Fund Management, LLC | 15,419 | $123.7 萬 | 0.14% | −150−1.0% | 減碼 |
| Zacks Investment Management | 15,445 | $123.9 萬 | 0.01% | +15,445 | 新進 |
| Cary Street Partner Investment Advisory LLC | 15,534 | $124.6 萬 | 0.05% | +88+0.6% | 加碼 |
| Metis Global Partners, LLC | 15,573 | $124.9 萬 | 0.05% | +488+3.2% | 加碼 |
| Pathway Financial Advisers, LLC | 15,574 | $124.9 萬 | 0.45% | −3,754−19.4% | 減碼 |
| Coppell Advisory Solutions Corp. | 15,950 | $127.9 萬 | 0.24% | +15,950 | 新進 |
| Beacon Pointe Advisors, LLC | 16,108 | $129.2 萬 | 0.01% | +3,291+25.7% | 加碼 |
| Simplicity Wealth,LLC | 16,521 | $132.5 萬 | 0.03% | +16,521 | 新進 |
| Bleakley Financial Group, LLC | 16,565 | $132.9 萬 | 0.04% | +353+2.2% | 加碼 |
| JustInvest LLC | 16,605 | $133.2 萬 | 0.03% | +3,936+31.1% | 加碼 |
| King Luther Capital Management Corp | 16,948 | $135.9 萬 | 0.01% | −316−1.8% | 減碼 |
| Lincoln National Corp | 16,961 | $136.0 萬 | 0.02% | −3,030−15.2% | 減碼 |
| Louisiana State Employees Retirement System | 17,000 | $136.4 萬 | 0.03% | −700−4.0% | 減碼 |
| Securian Asset Management, Inc | 17,197 | $137.9 萬 | 0.04% | −1,287−7.0% | 減碼 |
| Fagan Associates, Inc. | 17,513 | $140.5 萬 | 0.26% | −345−1.9% | 減碼 |
| Adelante Capital Management LLC | 17,552 | $140.8 萬 | 0.09% | +3,508+25.0% | 加碼 |
| HighPoint Advisor Group LLC | 18,026 | $141.3 萬 | 0.10% | −268−1.5% | 減碼 |
| Community Bank of Raymore | 17,665 | $141.7 萬 | 0.67% | +1,015+6.1% | 加碼 |
| Claro Advisors LLC | 18,019 | $144.5 萬 | 0.25% | +18,019 | 新進 |
| Ziegler Capital Management, LLC | 18,127 | $145.4 萬 | 0.06% | −13,302−42.3% | 減碼 |
| Genesee Capital Advisors, LLC | 18,180 | $145.8 萬 | 0.80% | +233+1.3% | 加碼 |
| ING Groep NV | 18,211 | $146.1 萬 | 0.01% | +13,137+258.9% | 加碼 |
| InterOcean Capital Group, LLC | 18,360 | $147.3 萬 | 0.04% | +834+4.8% | 加碼 |
| Toroso Investments, LLC | 18,416 | $147.7 萬 | 0.03% | +13,621+284.1% | 加碼 |
| Naviter Wealth, LLC | 18,412 | $148.9 萬 | 0.24% | +66+0.4% | 加碼 |
| Moody National Bank Trust Division | 18,703 | $150.0 萬 | 0.12% | +410+2.2% | 加碼 |
| Ossiam | 18,759 | $150.5 萬 | 0.03% | −14,926−44.3% | 減碼 |
| Highline Wealth Partners LLC | 18,776 | $150.6 萬 | 0.61% | −1,481−7.3% | 減碼 |
| Hartford Investment Management Co | 18,941 | $151.9 萬 | 0.05% | −723−3.7% | 減碼 |
| Trust Investment Advisors | 19,373 | $155.4 萬 | 1.12% | −166−0.8% | 減碼 |
| Eagle Ridge Investment Management | 19,702 | $158.0 萬 | 0.15% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 19,825 | $159.0 萬 | 1.22% | −176−0.9% | 減碼 |
| Park Avenue Securities LLC | 19,851 | $159.2 萬 | 0.02% | +3,895+24.4% | 加碼 |
| Donoghue Forlines LLC | 20,127 | $161.4 萬 | 0.46% | −689−3.3% | 減碼 |
| Maryland State Retirement & Pension System | 22,108 | $164.1 萬 | 0.03% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 20,469 | $164.2 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 20,614 | $165.3 萬 | 0.02% | +974+5.0% | 加碼 |
| Metropolitan Life Insurance Co | 20,792 | $166.8 萬 | 0.07% | −32−0.2% | 減碼 |
| MSH Capital Advisors LLC | 21,011 | $168.5 萬 | 0.59% | −14,892−41.5% | 減碼 |
| SpiderRock Advisors, LLC | 21,495 | $171.3 萬 | 0.06% | +21,495 | 新進 |
| Fiduciary Trust Co | 21,496 | $172.4 萬 | 0.03% | +242+1.1% | 加碼 |
| Richard P Slaughter Associates Inc | 21,837 | $175.2 萬 | 0.42% | −3,441−13.6% | 減碼 |
| KCM Investment Advisors LLC | 21,910 | $175.7 萬 | 0.06% | 00.0% | 不變 |
| US Bancorp | 22,122 | $177.4 萬 | 0.00% | −4,165−15.8% | 減碼 |
| Kentucky Retirement Systems | 22,175 | $177.9 萬 | 0.05% | −1,187−5.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 22,354 | $179.3 萬 | 0.03% | +11,902+113.9% | 加碼 |
| PGGM Investments | 22,369 | $179.4 萬 | 0.03% | +6,475+40.7% | 加碼 |
| Cerity Partners LLC | 22,393 | $179.7 萬 | 0.00% | +11,870+112.8% | 加碼 |
| DoubleLine ETF Adviser LP | 22,428 | $179.9 萬 | 0.46% | +2,407+12.0% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 22,500 | $180.5 萬 | 0.00% | 00.0% | 不變 |
| TFG Advisers LLC | 22,515 | $180.6 萬 | 0.71% | +1,104+5.2% | 加碼 |