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 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 |
|---|---|---|---|---|---|
| Essex Savings Bank | 5,914 | $53.0 萬 | 0.14% | −376−6.0% | 減碼 |
| Brinker Capital Investments, LLC | 5,942 | $53.3 萬 | 0.01% | −539−8.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,942 | $53.3 萬 | 0.01% | −539−8.3% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 6,000 | $53.8 萬 | 0.18% | −308−4.9% | 減碼 |
| OneAscent Financial Services LLC | 6,016 | $54.2 萬 | 0.08% | +2,079+52.8% | 加碼 |
| Bessemer Group Inc | 6,154 | $55.1 萬 | 0.00% | −307−4.8% | 減碼 |
| Hilltop Holdings Inc. | 6,162 | $55.2 萬 | 0.06% | −20−0.3% | 減碼 |
| Estabrook Capital Management | 6,237 | $55.9 萬 | 0.09% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 6,283 | $56.3 萬 | 0.03% | −12−0.2% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,394 | $57.3 萬 | 0.03% | +52+0.8% | 加碼 |
| Sheets Smith Wealth Management | 6,460 | $57.9 萬 | 0.07% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 6,467 | $58.0 萬 | 0.01% | −112−1.7% | 減碼 |
| Ellevest, Inc. | 6,477 | $58.0 萬 | 0.03% | +561+9.5% | 加碼 |
| Natixis | 6,546 | $58.7 萬 | 0.00% | +6,063+1,255.3% | 加碼 |
| Raymond James Trust N.A. | 6,569 | $58.9 萬 | 0.01% | −868−11.7% | 減碼 |
| Coldstream Capital Management Inc | 6,608 | $59.2 萬 | 0.01% | +176+2.7% | 加碼 |
| Quadcap Wealth Management, LLC | 6,615 | $59.3 萬 | 0.11% | +10+0.2% | 加碼 |
| HB Wealth Management, LLC | 6,635 | $59.5 萬 | 0.01% | +471+7.6% | 加碼 |
| DCM Advisors, LLC | 6,696 | $60.0 萬 | 0.32% | +16+0.2% | 加碼 |
| Centaurus Financial, Inc. | 6,711 | $60.1 萬 | 0.04% | −21−0.3% | 減碼 |
| V-Square Quantitative Management LLC | 6,768 | $60.7 萬 | 0.10% | −1,033−13.2% | 減碼 |
| Glenmede Trust Co NA | 6,806 | $61.0 萬 | 0.00% | −37−0.5% | 減碼 |
| XTX Topco Ltd | 6,809 | $61.0 萬 | 0.05% | −8,134−54.4% | 減碼 |
| EWG Elevate Inc. | 6,865 | $61.5 萬 | 0.22% | −67,867−90.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,976 | $62.5 萬 | 0.03% | +126+1.8% | 加碼 |
| Washington Trust Co | 7,011 | $62.8 萬 | 0.02% | +250+3.7% | 加碼 |
| SeaCrest Wealth Management, LLC | 7,100 | $63.6 萬 | 0.07% | −164−2.3% | 減碼 |
| Ibex Wealth Advisors | 7,111 | $63.7 萬 | 0.10% | +7,111 | 新進 |
| Diversify Advisory Services, LLC | 6,851 | $63.8 萬 | 0.03% | +10+0.1% | 加碼 |
| Greenleaf Trust | 7,156 | $64.1 萬 | 0.01% | −10.0% | 減碼 |
| Fiduciary Group LLC | 7,250 | $65.0 萬 | 0.07% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 7,275 | $65.2 萬 | 0.08% | −1,251−14.7% | 減碼 |
| Madden Securities Corp | 7,375 | $66.1 萬 | 0.29% | −575−7.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 7,426 | $66.6 萬 | 0.13% | −708−8.7% | 減碼 |
| NorthRock Partners, LLC | 7,397 | $66.8 萬 | 0.03% | −608−7.6% | 減碼 |
| Everence Capital Management Inc | 8,670 | $67.2 萬 | 0.05% | 00.0% | 不變 |
| Badgley Phelps Wealth Managers, LLC | 7,451 | $67.2 萬 | 0.02% | −1,353−15.4% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,569 | $67.8 萬 | 0.15% | +176+2.4% | 加碼 |
| Belpointe Asset Management LLC | 7,632 | $68.4 萬 | 0.05% | −259−3.3% | 減碼 |
| CWM, LLC | 7,645 | $68.5 萬 | 0.00% | +1,593+26.3% | 加碼 |
| Entropy Technologies, LP | 7,696 | $69.0 萬 | 0.07% | +7,696 | 新進 |
| D. E. Shaw & Co., Inc. | 7,808 | $70.0 萬 | 0.00% | −20,485−72.4% | 減碼 |
| TBH Global Asset Management, LLC | 7,831 | $70.2 萬 | 0.16% | +809+11.5% | 加碼 |
| Arete Wealth Advisors, LLC | 7,895 | $70.8 萬 | 0.06% | +7,895 | 新進 |
| Sequoia Financial Advisors, LLC | 7,935 | $71.1 萬 | 0.01% | +862+12.2% | 加碼 |
| Squarepoint Ops LLC | 7,943 | $71.2 萬 | 0.00% | −97,581−92.5% | 減碼 |
| Outlook Wealth Advisors, LLC | 8,005 | $71.7 萬 | 0.35% | −121−1.5% | 減碼 |
| Veriti Management LLC | 8,033 | $72.0 萬 | 0.04% | +1,919+31.4% | 加碼 |
| Bailard, Inc. | 8,057 | $72.2 萬 | 0.02% | −1,097−12.0% | 減碼 |
| GM Advisory Group, Inc. | 8,069 | $72.3 萬 | 0.05% | +333+4.3% | 加碼 |
| Mathes Company, Inc. | 8,150 | $73.0 萬 | 0.26% | −1,800−18.1% | 減碼 |
| Integrated Advisors Network LLC | 8,160 | $73.1 萬 | 0.04% | +737+9.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 8,171 | $73.2 萬 | 0.02% | +3,967+94.4% | 加碼 |
| Atwood & Palmer Inc | 8,250 | $73.9 萬 | 0.06% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 8,335 | $74.7 萬 | 0.29% | −547−6.2% | 減碼 |
| Atlantic Union Bankshares Corp | 8,421 | $75.5 萬 | 0.05% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 8,505 | $76.2 萬 | 0.01% | −106−1.2% | 減碼 |
| Brown Brothers Harriman & Co | 8,529 | $76.4 萬 | 0.01% | −228−2.6% | 減碼 |
| Merit Financial Group, LLC | 8,613 | $77.2 萬 | 0.02% | −40−0.5% | 減碼 |
| Heartland Bank & Trust Co | 8,681 | $77.8 萬 | 0.44% | +68+0.8% | 加碼 |
| Eqis Capital Management, Inc. | 8,742 | $78.3 萬 | 0.06% | −1,712−16.4% | 減碼 |
| Wetherby Asset Management Inc | 8,743 | $78.4 萬 | 0.04% | −149−1.7% | 減碼 |
| Herold Advisors, Inc. | 8,755 | $78.5 萬 | 0.18% | +10.0% | 加碼 |
| FCG Investment Co | 8,837 | $79.2 萬 | 0.60% | +140+1.6% | 加碼 |
| Checchi Capital Advisers, LLC | 8,848 | $79.3 萬 | 0.06% | −249−2.7% | 減碼 |
| Qtron Investments LLC | 8,985 | $80.5 萬 | 0.12% | +942+11.7% | 加碼 |
| NewEdge Wealth, LLC | 8,993 | $80.6 萬 | 0.02% | −78−0.9% | 減碼 |
| Ullmann Financial Group, Inc. | 9,024 | $80.9 萬 | 0.12% | +59+0.7% | 加碼 |
| Lockheed Martin Investment Management Co | 9,120 | $81.7 萬 | 0.05% | −5,558−37.9% | 減碼 |
| Global Retirement Partners, LLC | 9,169 | $82.2 萬 | 0.03% | +822+9.8% | 加碼 |
| Aspire Private Capital, LLC | 9,241 | $82.8 萬 | 0.21% | −1,431−13.4% | 減碼 |
| Colonial River Wealth Management, LLC | 9,246 | $82.9 萬 | 0.45% | 00.0% | 不變 |
| Ostrum Asset Management | 9,286 | $83.2 萬 | 0.07% | −18,238−66.3% | 減碼 |
| TD Waterhouse Canada Inc. | 9,263 | $83.4 萬 | 0.01% | +2,736+41.9% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,328 | $83.6 萬 | 0.02% | +64+0.7% | 加碼 |
| Strait & Sound Wealth Management LLC | 9,393 | $84.2 萬 | 0.43% | −1,607−14.6% | 減碼 |
| Wambolt & Associates, LLC | 9,415 | $84.4 萬 | 0.25% | −1,680−15.1% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,455 | $84.7 萬 | 0.06% | −181−1.9% | 減碼 |
| Founders Financial Alliance, LLC | 9,467 | $84.8 萬 | 0.25% | −44−0.5% | 減碼 |
| Beacon Investment Advisors LLC | 9,494 | $85.1 萬 | 0.44% | −203−2.1% | 減碼 |
| Csenge Advisory Group | 9,515 | $85.3 萬 | 0.05% | +114+1.2% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,525 | $85.4 萬 | 0.14% | −19−0.2% | 減碼 |
| IHT Wealth Management, LLC | 9,622 | $86.2 萬 | 0.03% | +346+3.7% | 加碼 |
| Monument Capital Management | 9,694 | $86.9 萬 | 0.26% | −119−1.2% | 減碼 |
| H&H Retirement Design & Management INC | 8,697 | $87.1 萬 | 0.54% | 00.0% | 不變 |
| We Are One Seven, LLC | 9,763 | $87.5 萬 | 0.04% | +9,763 | 新進 |
| Columbia Asset Management | 9,787 | $87.7 萬 | 0.16% | −2,777−22.1% | 減碼 |
| NEOS Investment Management LLC | 9,861 | $88.4 萬 | 0.04% | +2,988+43.5% | 加碼 |
| Verition Fund Management LLC | 9,877 | $88.5 萬 | 0.01% | +4,393+80.1% | 加碼 |
| Aquila Investment Management LLC | 10,000 | $89.6 萬 | 0.84% | 00.0% | 不變 |
| Archer Investment Corp | 10,000 | $89.6 萬 | 0.26% | 00.0% | 不變 |
| Omers Administration Corp | 10,119 | $90.7 萬 | 0.01% | +10,119 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,267 | $92.0 萬 | 0.01% | −290−2.7% | 減碼 |
| Verus Capital Partners, LLC | 10,277 | $92.1 萬 | 0.10% | −594−5.5% | 減碼 |
| Plimoth Trust Co LLC | 10,328 | $92.6 萬 | 0.25% | −250−2.4% | 減碼 |
| Montag A & Associates Inc | 10,271 | $92.7 萬 | 0.05% | +700+7.3% | 加碼 |
| United Services Automobile Association | 10,354 | $92.8 萬 | 0.02% | −724−6.5% | 減碼 |
| Savant Capital, LLC | 10,365 | $92.9 萬 | 0.01% | −1,756−14.5% | 減碼 |
| Foundations Investment Advisors, LLC | 10,366 | $92.9 萬 | 0.02% | −232−2.2% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,370 | $92.9 萬 | 0.09% | −2,645−20.3% | 減碼 |