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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 10,404 | $93.2 萬 | 0.04% | +301+3.0% | 加碼 |
| Strategic Investment Advisors | 10,433 | $93.5 萬 | 0.11% | +1,443+16.1% | 加碼 |
| Prime Capital Investment Advisors, LLC | 10,435 | $93.5 萬 | 0.01% | +811+8.4% | 加碼 |
| Future Financial Wealth Managment LLC | 10,509 | $94.2 萬 | 0.83% | −9,316−47.0% | 減碼 |
| Measured Wealth Private Client Group, LLC | 10,521 | $94.3 萬 | 0.33% | −1,087−9.4% | 減碼 |
| Essex Financial Services, Inc. | 8,840 | $94.9 萬 | 0.07% | +2,818+46.8% | 加碼 |
| Wellington Shields & Co., LLC | 10,643 | $95.4 萬 | 0.31% | 00.0% | 不變 |
| Independent Financial Group, LLC | 10,700 | $95.9 萬 | 0.04% | −1,195−10.0% | 減碼 |
| Wolverine Trading, LLC | 10,711 | $96.0 萬 | 0.02% | +3,938+58.1% | 加碼 |
| La Banque Postale Asset Management SA | 10,712 | $96.0 萬 | 0.04% | +10,712 | 新進 |
| Level Four Advisory Services, LLC | 10,719 | $96.1 萬 | 0.04% | −3,777−26.1% | 減碼 |
| Spire Wealth Management | 10,750 | $96.3 萬 | 0.03% | −737−6.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 10,866 | $97.3 萬 | 0.07% | +1,467+15.6% | 加碼 |
| Princeton Capital Management LLC | 10,942 | $98.1 萬 | 0.32% | −142−1.3% | 減碼 |
| Brown Advisory Inc | 10,971 | $98.3 萬 | 0.00% | +739+7.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 10,976 | $98.4 萬 | 0.08% | −456−4.0% | 減碼 |
| Flputnam Investment Management Co | 10,995 | $98.5 萬 | 0.02% | +10,995 | 新進 |
| Bramshill Investments, LLC | 11,028 | $98.8 萬 | 0.11% | +11,028 | 新進 |
| Versor Investments LP | 11,100 | $99.5 萬 | 0.18% | +11,100 | 新進 |
| Integrated Wealth Concepts LLC | 11,123 | $99.7 萬 | 0.01% | +143+1.3% | 加碼 |
| Abbot Financial Management, Inc. | 11,133 | $99.8 萬 | 0.53% | −117−1.0% | 減碼 |
| Harbour Investments, Inc. | 11,158 | $100.0 萬 | 0.03% | +8+0.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 11,215 | $100.5 萬 | 0.55% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 11,242 | $100.7 萬 | 0.10% | +87+0.8% | 加碼 |
| Assenagon Asset Management S.A. | 11,280 | $101.1 萬 | 0.00% | +353+3.2% | 加碼 |
| Ingalls & Snyder LLC | 11,280 | $101.1 萬 | 0.04% | −2,353−17.3% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 11,390 | $102.1 萬 | 0.78% | −215−1.9% | 減碼 |
| One Charles Private Wealth Services, LLC | 11,419 | $102.3 萬 | 0.43% | +187+1.7% | 加碼 |
| TD Private Client Wealth LLC | 11,546 | $103.5 萬 | 0.03% | −154−1.3% | 減碼 |
| Wedbush Securities Inc | 11,574 | $103.7 萬 | 0.04% | +434+3.9% | 加碼 |
| Axxcess Wealth Management, LLC | 11,639 | $104.3 萬 | 0.03% | +11,639 | 新進 |
| Hancock Whitney Corp | 11,706 | $104.9 萬 | 0.04% | −1,093−8.5% | 減碼 |
| Quantinno Capital Management LP | 11,730 | $105.1 萬 | 0.02% | +1,145+10.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 11,757 | $105.4 萬 | 0.01% | −4,351−27.0% | 減碼 |
| Delta Capital Management LLC | 11,810 | $105.8 萬 | 0.64% | +11,810 | 新進 |
| Guardian Asset Advisors, LLC | 11,931 | $106.9 萬 | 0.79% | −10−0.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,148 | $108.9 萬 | 0.02% | −10,206−45.7% | 減碼 |
| M Holdings Securities, Inc. | 12,162 | $109.0 萬 | 0.14% | +12,162 | 新進 |
| Wealthcare Advisory Partners LLC | 12,218 | $109.5 萬 | 0.03% | −571−4.5% | 減碼 |
| HM Payson & Co | 12,261 | $109.9 萬 | 0.02% | 00.0% | 不變 |
| Principal Securities, Inc. | 12,284 | $110.1 萬 | 0.03% | +509+4.3% | 加碼 |
| Kessler Investment Group, LLC | 12,330 | $110.5 萬 | 0.60% | +12,330 | 新進 |
| Crescent Grove Advisors, LLC | 12,272 | $110.8 萬 | 0.12% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 12,480 | $111.3 萬 | 0.01% | +4,628+58.9% | 加碼 |
| Richard P Slaughter Associates Inc | 12,546 | $112.4 萬 | 0.27% | −9,291−42.5% | 減碼 |
| WealthBridge Capital Management, LLC | 12,554 | $112.5 萬 | 0.37% | +70+0.6% | 加碼 |
| Proequities, Inc. | 12,470 | $112.6 萬 | 0.07% | +3,261+35.4% | 加碼 |
| Kinneret Advisory, LLC | 12,676 | $114.4 萬 | 0.11% | +683+5.7% | 加碼 |
| Contravisory Investment Management, Inc. | 12,834 | $115.0 萬 | 0.25% | −264−2.0% | 減碼 |
| Engineers Gate Manager LP | 12,909 | $115.7 萬 | 0.03% | +4,038+45.5% | 加碼 |
| Perpetual Ltd | 12,980 | $116.3 萬 | 0.01% | +12,980 | 新進 |
| Focus Financial Network, Inc. | 11,762 | $116.7 萬 | 0.05% | −360−3.0% | 減碼 |
| Empowered Funds, LLC | 13,068 | $117.1 萬 | 0.02% | −103,130−88.8% | 減碼 |
| Tyler-Stone Wealth Management | 13,100 | $117.4 萬 | 0.48% | −750−5.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 13,215 | $118.4 萬 | 0.05% | −2,319−14.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 13,253 | $118.8 萬 | 0.03% | +1,300+10.9% | 加碼 |
| Swiss Life Asset Management Ltd | 13,266 | $118.9 萬 | 0.01% | +7,188+118.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 13,299 | $119.2 萬 | 0.11% | +8,434+173.4% | 加碼 |
| Chesley Taft & Associates LLC | 13,375 | $119.9 萬 | 0.06% | −1,275−8.7% | 減碼 |
| Widmann Financial Services, Inc. | 13,464 | $120.7 萬 | 0.98% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 13,469 | $120.7 萬 | 0.08% | 00.0% | 不變 |
| Herbst Group, LLC | 13,500 | $121.0 萬 | 0.74% | 00.0% | 不變 |
| MAI Capital Management | 13,804 | $123.7 萬 | 0.01% | +1,744+14.5% | 加碼 |
| Royal Fund Management, LLC | 13,840 | $124.2 萬 | 0.17% | −1,579−10.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 13,920 | $124.7 萬 | 0.01% | +11,712+530.4% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 13,942 | $124.9 萬 | 0.19% | +640+4.8% | 加碼 |
| Reik & Co., LLC | 14,080 | $126.2 萬 | 0.33% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 14,106 | $126.4 萬 | 0.02% | +2,620+22.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 14,223 | $128.4 萬 | 0.03% | +42+0.3% | 加碼 |
| RFG Advisory, LLC | 14,511 | $130.0 萬 | 0.04% | −415−2.8% | 減碼 |
| EP Wealth Advisors, LLC | 14,558 | $130.5 萬 | 0.01% | +1,580+12.2% | 加碼 |
| Schroder Investment Management Group | 14,597 | $130.8 萬 | 0.00% | +1,255+9.4% | 加碼 |
| La Financiere de L'Echiquier | 14,685 | $131.6 萬 | 0.06% | −19,885−57.5% | 減碼 |
| Metis Global Partners, LLC | 14,720 | $131.9 萬 | 0.05% | −853−5.5% | 減碼 |
| New Mexico Educational Retirement Board | 14,740 | $132.1 萬 | 0.05% | 00.0% | 不變 |
| Community Bank of Raymore | 14,815 | $132.8 萬 | 1.03% | −2,850−16.1% | 減碼 |
| Roman Butler Fullerton & Co | 13,965 | $132.9 萬 | 0.43% | −966−6.5% | 減碼 |
| Coppell Advisory Solutions LLC | 14,866 | $133.2 萬 | 0.22% | +14,866 | 新進 |
| Beacon Financial Advisory LLC | 14,882 | $133.4 萬 | 0.50% | +261+1.8% | 加碼 |
| Boston Private Wealth LLC | 15,139 | $135.7 萬 | 0.03% | +212+1.4% | 加碼 |
| RSM US Wealth Management LLC | 15,134 | $135.7 萬 | 0.02% | +15,134 | 新進 |
| McKinley Capital Management LLC /Delaware | 15,348 | $137.5 萬 | 0.24% | +1,745+12.8% | 加碼 |
| Truvestments Capital LLC | 15,377 | $137.8 萬 | 0.55% | −8,296−35.0% | 減碼 |
| Pathway Financial Advisers, LLC | 15,566 | $139.2 萬 | 0.50% | −8−0.1% | 減碼 |
| Adelante Capital Management LLC | 15,627 | $140.0 萬 | 0.11% | −1,925−11.0% | 減碼 |
| Bleakley Financial Group, LLC | 15,766 | $141.3 萬 | 0.04% | −799−4.8% | 減碼 |
| Simplicity Wealth,LLC | 15,766 | $141.3 萬 | 0.03% | −755−4.6% | 減碼 |
| LMR Partners LLP | 16,127 | $144.5 萬 | 0.03% | +16,127 | 新進 |
| Creekmur Asset Management LLC | 16,230 | $145.4 萬 | 0.38% | +3,255+25.1% | 加碼 |
| Genesee Capital Advisors, LLC | 16,283 | $145.9 萬 | 0.72% | −1,897−10.4% | 減碼 |
| Inspire Trust Co, N.A. | 16,559 | $148.4 萬 | 0.49% | +5,559+50.5% | 加碼 |
| Louisiana State Employees Retirement System | 16,600 | $148.8 萬 | 0.03% | −400−2.4% | 減碼 |
| Claro Advisors LLC | 16,614 | $148.9 萬 | 0.23% | −1,405−7.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 16,441 | $149.2 萬 | 0.27% | +13,875+540.7% | 加碼 |
| Securian Asset Management, Inc | 16,789 | $150.5 萬 | 0.04% | −408−2.4% | 減碼 |
| AXA S.A. | 17,167 | $153.9 萬 | 0.00% | −71,882−80.7% | 減碼 |
| Zacks Investment Management | 17,407 | $156.0 萬 | 0.02% | +1,962+12.7% | 加碼 |
| Ieq Capital, LLC | 17,450 | $156.4 萬 | 0.02% | +3,652+26.5% | 加碼 |
| King Luther Capital Management Corp | 17,515 | $157.0 萬 | 0.01% | +567+3.3% | 加碼 |
| Ossiam | 17,747 | $159.0 萬 | 0.03% | −1,012−5.4% | 減碼 |