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。
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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 4,686 | $37.7 萬 | 0.05% | +4,686 | 新進 |
| High Net Worth Advisory Group LLC | 4,692 | $37.6 萬 | 0.12% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 4,691 | $37.6 萬 | 0.01% | −2,100−30.9% | 減碼 |
| Geneos Wealth Management Inc. | 4,681 | $37.5 萬 | 0.02% | +3,102+196.5% | 加碼 |
| Goldstone Financial Group, LLC | 4,656 | $37.3 萬 | 0.09% | +98+2.2% | 加碼 |
| Penserra Capital Management LLC | 4,662 | $37.3 萬 | 0.00% | +2,023+76.7% | 加碼 |
| Jackson Creek Investment Advisors LLC | 4,617 | $37.0 萬 | 0.13% | +4,617 | 新進 |
| Scotia Capital Inc. | 4,610 | $37.0 萬 | 0.00% | 00.0% | 不變 |
| Profund Advisors LLC | 4,545 | $36.5 萬 | 0.01% | −376−7.6% | 減碼 |
| Crown Wealth Group, LLC | 4,543 | $36.4 萬 | 0.19% | +153+3.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,536 | $36.4 萬 | 0.02% | +316+7.5% | 加碼 |
| Welch Group, LLC | 4,531 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| Horizon Investments, LLC | 4,530 | $36.3 萬 | 0.01% | +171+3.9% | 加碼 |
| Wulff, Hansen & Co. | 4,520 | $36.3 萬 | 0.36% | 00.0% | 不變 |
| L.M. Kohn & Company | 4,467 | $35.8 萬 | 0.10% | −408−8.4% | 減碼 |
| LifePro Asset Management | 4,455 | $35.7 萬 | 0.24% | +4,455 | 新進 |
| Tradewinds, LLC. | 4,415 | $35.4 萬 | 0.31% | +4,415 | 新進 |
| Richard W. Paul & Associates, LLC | 4,415 | $35.4 萬 | 0.14% | −209−4.5% | 減碼 |
| Griffin Asset Management, Inc. | 4,404 | $35.3 萬 | 0.04% | −1,477−25.1% | 減碼 |
| Jefferies Financial Group Inc. | 4,403 | $35.3 萬 | 0.01% | +4,403 | 新進 |
| Edmp, Inc. | 4,387 | $35.2 萬 | 0.29% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,371 | $35.1 萬 | 0.01% | +445+11.3% | 加碼 |
| Financial Management Professionals, Inc. | 4,366 | $35.0 萬 | 0.05% | −1,585−26.6% | 減碼 |
| TRUE Private Wealth Advisors | 4,319 | $34.6 萬 | 0.04% | −3−0.1% | 減碼 |
| TrinityPoint Wealth, LLC | 4,311 | $34.6 萬 | 0.06% | +51+1.2% | 加碼 |
| Verdence Capital Advisors LLC | 4,298 | $34.5 萬 | 0.03% | +70+1.7% | 加碼 |
| NCP Inc. | 4,213 | $33.8 萬 | 0.23% | +4,213 | 新進 |
| Twinbeech Capital LP | 4,210 | $33.8 萬 | 0.01% | +4,210 | 新進 |
| Concurrent Investment Advisors, LLC | 4,204 | $33.7 萬 | 0.01% | −487−10.4% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,200 | $33.7 萬 | 0.04% | −3,244−43.6% | 減碼 |
| Catalyst Funds Management Pty Ltd | 4,200 | $33.7 萬 | 0.09% | +4,200 | 新進 |
| RMB Capital Management, LLC | 4,193 | $33.6 萬 | 0.01% | +4,193 | 新進 |
| Raleigh Capital Management Inc. | 4,171 | $33.5 萬 | 0.14% | +257+6.6% | 加碼 |
| Kavar Capital Partners Group, LLC | 4,150 | $33.3 萬 | 0.06% | −4,150−50.0% | 減碼 |
| Bogart Wealth, LLC | 4,139 | $33.2 萬 | 0.02% | +30+0.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,124 | $33.1 萬 | 0.01% | +910+28.3% | 加碼 |
| Disciplined Equity Management, Inc. | 4,085 | $32.8 萬 | 0.22% | −35,970−89.8% | 減碼 |
| Ballentine Partners, LLC | 4,077 | $32.7 萬 | 0.01% | +631+18.3% | 加碼 |
| Advisors Capital Management, LLC | 4,056 | $32.5 萬 | 0.01% | +32+0.8% | 加碼 |
| Cetera Trust Company, N.A | 4,050 | $32.5 萬 | 0.20% | 00.0% | 不變 |
| Howland Capital Management LLC | 4,016 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Citizens Business Bank | 4,000 | $32.1 萬 | 0.07% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 3,987 | $32.0 萬 | 0.01% | −835−17.3% | 減碼 |
| MBB Public Markets I LLC | 3,943 | $31.6 萬 | 0.02% | +3,943 | 新進 |
| OneAscent Financial Services LLC | 3,937 | $31.6 萬 | 0.03% | +3,937 | 新進 |
| Ameritas Advisory Services, LLC | 3,950 | $31.5 萬 | 0.01% | +3,950 | 新進 |
| Armstrong Advisory Group, Inc | 4,483 | $31.4 萬 | 0.03% | 00.0% | 不變 |
| Park National Corp | 3,905 | $31.3 萬 | 0.01% | 00.0% | 不變 |
| Inceptionr LLC | 3,899 | $31.3 萬 | 0.08% | +3,899 | 新進 |
| Core Wealth Partners LLC | 3,892 | $31.2 萬 | 0.24% | +96+2.5% | 加碼 |
| HRT Financial LP | 3,892 | $31.2 萬 | 0.00% | −56,606−93.6% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 3,863 | $31.0 萬 | 0.09% | −1,047−21.3% | 減碼 |
| Stephens Inc | 3,820 | $30.6 萬 | 0.00% | −118−3.0% | 減碼 |
| Aire Advisors, LLC | 3,816 | $30.6 萬 | 0.07% | −12−0.3% | 減碼 |
| Cynosure Management, LLC | 3,813 | $30.6 萬 | 0.05% | +3,813 | 新進 |
| Cornerstone Wealth Group, LLC | 3,811 | $30.6 萬 | 0.03% | +3,811 | 新進 |
| Ledgewood Wealth Advisors, LLC | 3,806 | $30.5 萬 | 0.28% | 00.0% | 不變 |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $30.5 萬 | 0.05% | +3,800 | 新進 |
| Walker Asset Management, LLC | 3,790 | $30.4 萬 | 0.20% | +36+1.0% | 加碼 |
| Strategic Blueprint, LLC | 3,786 | $30.4 萬 | 0.02% | +161+4.4% | 加碼 |
| Huntington National Bank | 3,749 | $30.1 萬 | 0.00% | +393+11.7% | 加碼 |
| Onyx Bridge Wealth Group LLC | 3,878 | $30.1 萬 | 0.05% | +40+1.0% | 加碼 |
| E&G Advisors, LP | 3,700 | $29.7 萬 | 0.09% | +75+2.1% | 加碼 |
| Prestige Wealth Management Group LLC | 3,670 | $29.7 萬 | 0.06% | +3,491+1,950.3% | 加碼 |
| Empower Advisory Group, LLC | 3,693 | $29.6 萬 | 0.00% | +3,693 | 新進 |
| AlphaStar Capital Management, LLC | 3,672 | $29.5 萬 | 0.03% | +3,672 | 新進 |
| Lebenthal Global Advisors, LLC | 3,632 | $29.1 萬 | 0.06% | +94+2.7% | 加碼 |
| Duality Advisers, LP | 3,611 | $29.0 萬 | 0.03% | −1,731−32.4% | 減碼 |
| Panagora Asset Management Inc | 3,610 | $29.0 萬 | 0.00% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 3,571 | $28.6 萬 | 0.02% | +30+0.8% | 加碼 |
| Advisors Management Group Inc | 3,549 | $28.5 萬 | 0.07% | +240+7.3% | 加碼 |
| Philadelphia Trust Co | 3,500 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| Robinson Smith Wealth Advisors LLC | 3,500 | $28.1 萬 | 0.27% | 00.0% | 不變 |
| Sachetta, LLC | 3,993 | $28.0 萬 | 0.13% | 00.0% | 不變 |
| Buckingham Capital Management, Inc. | 3,483 | $27.9 萬 | 0.03% | 00.0% | 不變 |
| Lokken Investment Group LLC | 3,474 | $27.9 萬 | 0.14% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 3,432 | $27.5 萬 | 0.01% | +3,432 | 新進 |
| GTS Securities LLC | 3,421 | $27.4 萬 | 0.01% | −5,954−63.5% | 減碼 |
| Davis R M Inc | 3,418 | $27.4 萬 | 0.01% | 00.0% | 不變 |
| Sienna Gestion | 3,416 | $27.4 萬 | 0.03% | +3,416 | 新進 |
| BTC Capital Management, Inc. | 3,403 | $27.3 萬 | 0.02% | +3,403 | 新進 |
| Nations Financial Group Inc, | 3,399 | $27.3 萬 | 0.02% | −125−3.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 3,386 | $27.2 萬 | 0.00% | +195+6.1% | 加碼 |
| International Assets Investment Management, LLC | 3,402 | $27.1 萬 | 0.03% | +14+0.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 3,363 | $27.0 萬 | 0.01% | −10,349−75.5% | 減碼 |
| Retirement Income Solutions, Inc | 3,350 | $26.9 萬 | 0.06% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,304 | $26.7 萬 | 0.02% | −145−4.2% | 減碼 |
| Community Bank & Trust, Waco, Texas | 3,300 | $26.5 萬 | 0.07% | 00.0% | 不變 |
| Summit Financial, LLC | 3,269 | $26.4 萬 | 0.02% | +3,269 | 新進 |
| Somerset Trust Co | 3,295 | $26.4 萬 | 0.11% | +3,295 | 新進 |
| Jacobi Capital Management LLC | 3,293 | $26.4 萬 | 0.02% | +5+0.2% | 加碼 |
| Keystone Wealth Services, LLC | 3,258 | $26.1 萬 | 0.08% | 00.0% | 不變 |
| Infrastructure Capital Advisors, LLC | 3,250 | $26.1 萬 | 0.03% | +3,250 | 新進 |
| Ameritas Investment Partners, Inc. | 3,245 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 3,243 | $26.0 萬 | 0.01% | +3,243 | 新進 |
| Cypress Capital Group | 3,235 | $25.9 萬 | 0.03% | +35+1.1% | 加碼 |
| Geller Advisors LLC | 3,198 | $25.9 萬 | 0.02% | +16+0.5% | 加碼 |
| Westpac Banking Corp | 3,214 | $25.8 萬 | 0.02% | +71+2.3% | 加碼 |
| Consolidated Planning Corp | 3,211 | $25.8 萬 | 0.04% | −790−19.7% | 減碼 |
| Apriem Advisors | 3,200 | $25.7 萬 | 0.03% | 00.0% | 不變 |