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 2 季 13F 持有人
Iron Mountain Inc 在 2024/6/30 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
- 967
- 較 2024 年第 1 季 +42 家
- 持有股數
- 2.48 億
- 較 2024 年第 1 季 +1,142 萬 (+4.8%)
- 總市值
- $222.3 億
- 較 2024 年第 1 季 +$32.8 億 (+17.3%)
- 新進機構
- 105
- 另有 327 家加碼
- 清倉機構
- 63
- 另有 374 家減碼
另有 13 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sienna Gestion | 3,844 | $34.4 萬 | 0.03% | +428+12.5% | 加碼 |
| Huntington National Bank | 3,848 | $34.5 萬 | 0.00% | +99+2.6% | 加碼 |
| Aire Advisors, LLC | 3,848 | $34.5 萬 | 0.08% | +32+0.8% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 3,860 | $34.5 萬 | 0.10% | −3−0.1% | 減碼 |
| Onyx Bridge Wealth Group LLC | 3,878 | $34.8 萬 | 0.06% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,880 | $34.8 萬 | 0.03% | +1,090+39.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 3,884 | $34.8 萬 | 0.03% | +73+1.9% | 加碼 |
| Park National Corp | 3,905 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Core Wealth Partners LLC | 3,905 | $35.0 萬 | 0.24% | +13+0.3% | 加碼 |
| Ameritas Advisory Services, LLC | 3,945 | $35.4 萬 | 0.01% | −5−0.1% | 減碼 |
| Dorsey Wright & Associates | 3,968 | $35.6 萬 | 0.09% | −999−20.1% | 減碼 |
| Citizens Business Bank | 4,000 | $35.8 萬 | 0.08% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 3,998 | $36.1 萬 | 0.01% | +694+21.0% | 加碼 |
| Advisors Capital Management, LLC | 4,044 | $36.2 萬 | 0.01% | −12−0.3% | 減碼 |
| Hartford Funds Management Co LLC | 4,044 | $36.2 萬 | 0.03% | +4,044 | 新進 |
| Cetera Trust Company, N.A | 4,050 | $36.3 萬 | 0.23% | 00.0% | 不變 |
| Disciplined Equity Management, Inc. | 4,085 | $36.6 萬 | 0.24% | 00.0% | 不變 |
| True Vision MN LLC | 4,061 | $36.7 萬 | 0.24% | +4,061 | 新進 |
| Cornerstone Wealth Management, LLC | 4,118 | $36.9 萬 | 0.03% | −626−13.2% | 減碼 |
| RMR Wealth Builders | 4,144 | $37.1 萬 | 0.04% | −542−11.6% | 減碼 |
| Kavar Capital Partners Group, LLC | 4,150 | $37.2 萬 | 0.07% | 00.0% | 不變 |
| Bogart Wealth, LLC | 4,158 | $37.3 萬 | 0.02% | +19+0.5% | 加碼 |
| Perigon Wealth Management, LLC | 4,178 | $37.4 萬 | 0.01% | −193−4.4% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,180 | $37.5 萬 | 0.07% | −1,250−23.0% | 減碼 |
| Raleigh Capital Management Inc. | 4,196 | $37.6 萬 | 0.16% | +25+0.6% | 加碼 |
| Westpac Banking Corp | 4,205 | $37.7 萬 | 0.03% | +991+30.8% | 加碼 |
| RMB Capital Management, LLC | 4,205 | $37.7 萬 | 0.01% | +12+0.3% | 加碼 |
| TRUE Private Wealth Advisors | 4,209 | $37.7 萬 | 0.04% | −110−2.5% | 減碼 |
| Summit Financial, LLC | 4,187 | $37.8 萬 | 0.02% | +918+28.1% | 加碼 |
| Trustmark National Bank Trust Department | 4,225 | $37.9 萬 | 0.03% | +4,225 | 新進 |
| Howland Capital Management LLC | 4,206 | $38.0 萬 | 0.02% | +190+4.7% | 加碼 |
| NCP Inc. | 4,238 | $38.0 萬 | 0.24% | +25+0.6% | 加碼 |
| Nomura Holdings Inc | 4,240 | $38.0 萬 | 0.00% | +4,240 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 4,241 | $38.0 萬 | 0.02% | +117+2.8% | 加碼 |
| Intrua Financial, LLC | 4,303 | $38.6 萬 | 0.06% | −678−13.6% | 減碼 |
| Verdence Capital Advisors LLC | 4,304 | $38.6 萬 | 0.03% | +6+0.1% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,330 | $38.8 萬 | 0.15% | −85−1.9% | 減碼 |
| Cynosure Management, LLC | 4,334 | $38.8 萬 | 0.06% | +521+13.7% | 加碼 |
| Armstrong Advisory Group, Inc | 4,335 | $38.9 萬 | 0.03% | −148−3.3% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,356 | $39.0 萬 | 0.02% | −180−4.0% | 減碼 |
| Stephens Inc | 4,357 | $39.0 萬 | 0.01% | +537+14.1% | 加碼 |
| Crown Wealth Group, LLC | 4,361 | $39.1 萬 | 0.20% | −182−4.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 4,367 | $39.1 萬 | 0.00% | +4,367 | 新進 |
| Edmp, Inc. | 4,387 | $39.3 萬 | 0.36% | 00.0% | 不變 |
| Tradewinds, LLC. | 4,415 | $39.6 萬 | 0.12% | 00.0% | 不變 |
| Griffin Asset Management, Inc. | 4,441 | $39.8 萬 | 0.05% | +37+0.8% | 加碼 |
| LifePro Asset Management | 4,455 | $39.9 萬 | 0.29% | 00.0% | 不變 |
| AlphaStar Capital Management, LLC | 4,472 | $40.1 萬 | 0.04% | +800+21.8% | 加碼 |
| L.M. Kohn & Company | 4,487 | $40.2 萬 | 0.11% | +20+0.4% | 加碼 |
| Koshinski Asset Management, Inc. | 4,336 | $40.4 萬 | 0.04% | −974−18.3% | 減碼 |
| Wulff, Hansen & Co. | 4,520 | $40.5 萬 | 0.40% | 00.0% | 不變 |
| Scotia Capital Inc. | 4,521 | $40.5 萬 | 0.00% | −89−1.9% | 減碼 |
| Welch Group, LLC | 4,531 | $40.6 萬 | 0.02% | 00.0% | 不變 |
| Horizon Investments, LLC | 4,538 | $40.7 萬 | 0.01% | +8+0.2% | 加碼 |
| Sachetta, LLC | 4,022 | $40.7 萬 | 0.18% | +29+0.7% | 加碼 |
| Ballentine Partners, LLC | 4,614 | $41.4 萬 | 0.01% | +537+13.2% | 加碼 |
| Foster & Motley Inc | 4,617 | $41.4 萬 | 0.03% | −539−10.5% | 減碼 |
| Goldstone Financial Group, LLC | 4,636 | $41.5 萬 | 0.08% | −20−0.4% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 4,645 | $41.6 萬 | 0.01% | −218−4.5% | 減碼 |
| Consolidated Planning Corp | 4,663 | $41.8 萬 | 0.07% | +1,452+45.2% | 加碼 |
| Profund Advisors LLC | 4,686 | $42.0 萬 | 0.02% | +141+3.1% | 加碼 |
| High Net Worth Advisory Group LLC | 4,692 | $42.0 萬 | 0.13% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 4,704 | $42.2 萬 | 0.06% | −10.0% | 減碼 |
| Fayez Sarofim & Co | 4,717 | $42.3 萬 | 0.00% | −755−13.8% | 減碼 |
| Armor Investment Advisors, LLC | 4,733 | $42.4 萬 | 0.20% | −3,686−43.8% | 減碼 |
| CX Institutional | 4,744 | $42.5 萬 | 0.02% | −13−0.3% | 減碼 |
| Financial Management Professionals, Inc. | 4,774 | $42.8 萬 | 0.06% | +408+9.3% | 加碼 |
| SFG Wealth Management, LLC. | 4,820 | $43.2 萬 | 0.25% | −232−4.6% | 減碼 |
| Southland Equity Partners LLC | 4,821 | $43.2 萬 | 0.12% | +79+1.7% | 加碼 |
| Sculati Wealth Management, LLC | 4,870 | $43.6 萬 | 0.19% | 00.0% | 不變 |
| Whittier Trust Co | 4,877 | $43.7 萬 | 0.01% | +1,899+63.8% | 加碼 |
| Diversified Trust Co | 4,898 | $43.9 萬 | 0.01% | −4,957−50.3% | 減碼 |
| Texas Yale Capital Corp. | 4,925 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| West Wealth Group, LLC | 5,000 | $44.8 萬 | 0.16% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 5,007 | $44.9 萬 | 0.02% | +118+2.4% | 加碼 |
| NorthStar Asset Management LLC | 5,024 | $45.0 萬 | 0.31% | 00.0% | 不變 |
| Secure Asset Management, LLC | 5,035 | $45.1 萬 | 0.09% | +5,035 | 新進 |
| Personal Cfo Solutions, LLC | 5,116 | $45.8 萬 | 0.07% | +107+2.1% | 加碼 |
| Scientech Research LLC | 5,162 | $46.3 萬 | 0.10% | +2,366+84.6% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,170 | $46.3 萬 | 0.05% | +5,170 | 新進 |
| Valued Retirements, Inc. | 5,198 | $46.6 萬 | 0.71% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 5,214 | $46.7 萬 | 0.26% | −12−0.2% | 減碼 |
| Coastline Trust Co | 5,244 | $47.0 萬 | 0.06% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 5,273 | $47.3 萬 | 0.01% | +870+19.8% | 加碼 |
| Augustine Asset Management Inc | 5,314 | $47.6 萬 | 0.18% | +160+3.1% | 加碼 |
| Sigma Planning Corp | 5,337 | $47.8 萬 | 0.02% | −1,285−19.4% | 減碼 |
| Signaturefd, LLC | 5,349 | $47.9 萬 | 0.01% | +97+1.8% | 加碼 |
| NBC Securities, Inc. | 5,393 | $48.3 萬 | 0.04% | −34−0.6% | 減碼 |
| Golden State Equity Partners | 5,415 | $48.5 萬 | 0.10% | +5,415 | 新進 |
| Hudson Valley Investment Advisors Inc | 7,145 | $48.6 萬 | 0.06% | +7,145 | 新進 |
| Inceptionr LLC | 5,449 | $48.8 萬 | 0.14% | +1,550+39.8% | 加碼 |
| Keybank National Association | 5,585 | $50.1 萬 | 0.00% | +390+7.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| Davis R M Inc | 5,686 | $51.0 萬 | 0.01% | +2,268+66.4% | 加碼 |
| Teacher Retirement System of Texas | 5,693 | $51.0 萬 | 0.00% | −65,829−92.0% | 減碼 |
| Garden State Investment Advisory Services LLC | 5,662 | $51.1 萬 | 0.18% | −177−3.0% | 減碼 |
| Kapstone Financial Advisors LLC | 5,788 | $51.9 萬 | 0.34% | 00.0% | 不變 |
| Toroso Investments, LLC | 5,799 | $52.0 萬 | 0.01% | −12,617−68.5% | 減碼 |
| TownSquare Capital, LLC | 5,858 | $52.5 萬 | 0.01% | −511−8.0% | 減碼 |
| Resources Investment Advisors, LLC. | 5,897 | $52.8 萬 | 0.01% | +273+4.9% | 加碼 |