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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 8,993 | $80.6 萬 | 0.02% | −78−0.9% | 減碼 |
| Qtron Investments LLC | 8,985 | $80.5 萬 | 0.12% | +942+11.7% | 加碼 |
| Checchi Capital Advisers, LLC | 8,848 | $79.3 萬 | 0.06% | −249−2.7% | 減碼 |
| FCG Investment Co | 8,837 | $79.2 萬 | 0.60% | +140+1.6% | 加碼 |
| Herold Advisors, Inc. | 8,755 | $78.5 萬 | 0.18% | +10.0% | 加碼 |
| Wetherby Asset Management Inc | 8,743 | $78.4 萬 | 0.04% | −149−1.7% | 減碼 |
| Eqis Capital Management, Inc. | 8,742 | $78.3 萬 | 0.06% | −1,712−16.4% | 減碼 |
| Heartland Bank & Trust Co | 8,681 | $77.8 萬 | 0.44% | +68+0.8% | 加碼 |
| Merit Financial Group, LLC | 8,613 | $77.2 萬 | 0.02% | −40−0.5% | 減碼 |
| Brown Brothers Harriman & Co | 8,529 | $76.4 萬 | 0.01% | −228−2.6% | 減碼 |
| Equitable Holdings, Inc. | 8,505 | $76.2 萬 | 0.01% | −106−1.2% | 減碼 |
| Atlantic Union Bankshares Corp | 8,421 | $75.5 萬 | 0.05% | 00.0% | 不變 |
| Fiduciary Family Office, LLC | 8,335 | $74.7 萬 | 0.29% | −547−6.2% | 減碼 |
| Atwood & Palmer Inc | 8,250 | $73.9 萬 | 0.06% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 8,171 | $73.2 萬 | 0.02% | +3,967+94.4% | 加碼 |
| Integrated Advisors Network LLC | 8,160 | $73.1 萬 | 0.04% | +737+9.9% | 加碼 |
| Mathes Company, Inc. | 8,150 | $73.0 萬 | 0.26% | −1,800−18.1% | 減碼 |
| GM Advisory Group, Inc. | 8,069 | $72.3 萬 | 0.05% | +333+4.3% | 加碼 |
| Bailard, Inc. | 8,057 | $72.2 萬 | 0.02% | −1,097−12.0% | 減碼 |
| Veriti Management LLC | 8,033 | $72.0 萬 | 0.04% | +1,919+31.4% | 加碼 |
| Outlook Wealth Advisors, LLC | 8,005 | $71.7 萬 | 0.35% | −121−1.5% | 減碼 |
| Squarepoint Ops LLC | 7,943 | $71.2 萬 | 0.00% | −97,581−92.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,935 | $71.1 萬 | 0.01% | +862+12.2% | 加碼 |
| Arete Wealth Advisors, LLC | 7,895 | $70.8 萬 | 0.06% | +7,895 | 新進 |
| TBH Global Asset Management, LLC | 7,831 | $70.2 萬 | 0.16% | +809+11.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 7,808 | $70.0 萬 | 0.00% | −20,485−72.4% | 減碼 |
| Entropy Technologies, LP | 7,696 | $69.0 萬 | 0.07% | +7,696 | 新進 |
| CWM, LLC | 7,645 | $68.5 萬 | 0.00% | +1,593+26.3% | 加碼 |
| Belpointe Asset Management LLC | 7,632 | $68.4 萬 | 0.05% | −259−3.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 7,569 | $67.8 萬 | 0.15% | +176+2.4% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 7,451 | $67.2 萬 | 0.02% | −1,353−15.4% | 減碼 |
| Everence Capital Management Inc | 8,670 | $67.2 萬 | 0.05% | 00.0% | 不變 |
| NorthRock Partners, LLC | 7,397 | $66.8 萬 | 0.03% | −608−7.6% | 減碼 |
| Coastal Investment Advisors, Inc. | 7,426 | $66.6 萬 | 0.13% | −708−8.7% | 減碼 |
| Madden Securities Corp | 7,375 | $66.1 萬 | 0.29% | −575−7.2% | 減碼 |
| Atlas Capital Advisors LLC | 7,275 | $65.2 萬 | 0.08% | −1,251−14.7% | 減碼 |
| Fiduciary Group LLC | 7,250 | $65.0 萬 | 0.07% | 00.0% | 不變 |
| Greenleaf Trust | 7,156 | $64.1 萬 | 0.01% | −10.0% | 減碼 |
| Diversify Advisory Services, LLC | 6,851 | $63.8 萬 | 0.03% | +10+0.1% | 加碼 |
| Ibex Wealth Advisors | 7,111 | $63.7 萬 | 0.10% | +7,111 | 新進 |
| SeaCrest Wealth Management, LLC | 7,100 | $63.6 萬 | 0.07% | −164−2.3% | 減碼 |
| Washington Trust Co | 7,011 | $62.8 萬 | 0.02% | +250+3.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,976 | $62.5 萬 | 0.03% | +126+1.8% | 加碼 |
| EWG Elevate Inc. | 6,865 | $61.5 萬 | 0.22% | −67,867−90.8% | 減碼 |
| XTX Topco Ltd | 6,809 | $61.0 萬 | 0.05% | −8,134−54.4% | 減碼 |
| Glenmede Trust Co NA | 6,806 | $61.0 萬 | 0.00% | −37−0.5% | 減碼 |
| V-Square Quantitative Management LLC | 6,768 | $60.7 萬 | 0.10% | −1,033−13.2% | 減碼 |
| Centaurus Financial, Inc. | 6,711 | $60.1 萬 | 0.04% | −21−0.3% | 減碼 |
| DCM Advisors, LLC | 6,696 | $60.0 萬 | 0.32% | +16+0.2% | 加碼 |
| HB Wealth Management, LLC | 6,635 | $59.5 萬 | 0.01% | +471+7.6% | 加碼 |
| Quadcap Wealth Management, LLC | 6,615 | $59.3 萬 | 0.11% | +10+0.2% | 加碼 |
| Coldstream Capital Management Inc | 6,608 | $59.2 萬 | 0.01% | +176+2.7% | 加碼 |
| Raymond James Trust N.A. | 6,569 | $58.9 萬 | 0.01% | −868−11.7% | 減碼 |
| Natixis | 6,546 | $58.7 萬 | 0.00% | +6,063+1,255.3% | 加碼 |
| Ellevest, Inc. | 6,477 | $58.0 萬 | 0.03% | +561+9.5% | 加碼 |
| Kingsview Wealth Management, LLC | 6,467 | $58.0 萬 | 0.01% | −112−1.7% | 減碼 |
| Sheets Smith Wealth Management | 6,460 | $57.9 萬 | 0.07% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 6,394 | $57.3 萬 | 0.03% | +52+0.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 6,283 | $56.3 萬 | 0.03% | −12−0.2% | 減碼 |
| Estabrook Capital Management | 6,237 | $55.9 萬 | 0.09% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 6,162 | $55.2 萬 | 0.06% | −20−0.3% | 減碼 |
| Bessemer Group Inc | 6,154 | $55.1 萬 | 0.00% | −307−4.8% | 減碼 |
| OneAscent Financial Services LLC | 6,016 | $54.2 萬 | 0.08% | +2,079+52.8% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 6,000 | $53.8 萬 | 0.18% | −308−4.9% | 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 |
| Essex Savings Bank | 5,914 | $53.0 萬 | 0.14% | −376−6.0% | 減碼 |
| Resources Investment Advisors, LLC. | 5,897 | $52.8 萬 | 0.01% | +273+4.9% | 加碼 |
| TownSquare Capital, LLC | 5,858 | $52.5 萬 | 0.01% | −511−8.0% | 減碼 |
| Toroso Investments, LLC | 5,799 | $52.0 萬 | 0.01% | −12,617−68.5% | 減碼 |
| Kapstone Financial Advisors LLC | 5,788 | $51.9 萬 | 0.34% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 5,662 | $51.1 萬 | 0.18% | −177−3.0% | 減碼 |
| Teacher Retirement System of Texas | 5,693 | $51.0 萬 | 0.00% | −65,829−92.0% | 減碼 |
| Davis R M Inc | 5,686 | $51.0 萬 | 0.01% | +2,268+66.4% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,609 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| Keybank National Association | 5,585 | $50.1 萬 | 0.00% | +390+7.5% | 加碼 |
| Inceptionr LLC | 5,449 | $48.8 萬 | 0.14% | +1,550+39.8% | 加碼 |
| Hudson Valley Investment Advisors Inc | 7,145 | $48.6 萬 | 0.06% | +7,145 | 新進 |
| Golden State Equity Partners | 5,415 | $48.5 萬 | 0.10% | +5,415 | 新進 |
| NBC Securities, Inc. | 5,393 | $48.3 萬 | 0.04% | −34−0.6% | 減碼 |
| Signaturefd, LLC | 5,349 | $47.9 萬 | 0.01% | +97+1.8% | 加碼 |
| Sigma Planning Corp | 5,337 | $47.8 萬 | 0.02% | −1,285−19.4% | 減碼 |
| Augustine Asset Management Inc | 5,314 | $47.6 萬 | 0.18% | +160+3.1% | 加碼 |
| Jefferies Financial Group Inc. | 5,273 | $47.3 萬 | 0.01% | +870+19.8% | 加碼 |
| Coastline Trust Co | 5,244 | $47.0 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 5,214 | $46.7 萬 | 0.26% | −12−0.2% | 減碼 |
| Valued Retirements, Inc. | 5,198 | $46.6 萬 | 0.71% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 5,170 | $46.3 萬 | 0.05% | +5,170 | 新進 |
| Scientech Research LLC | 5,162 | $46.3 萬 | 0.10% | +2,366+84.6% | 加碼 |
| Personal Cfo Solutions, LLC | 5,116 | $45.8 萬 | 0.07% | +107+2.1% | 加碼 |
| Secure Asset Management, LLC | 5,035 | $45.1 萬 | 0.09% | +5,035 | 新進 |
| NorthStar Asset Management LLC | 5,024 | $45.0 萬 | 0.31% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 5,007 | $44.9 萬 | 0.02% | +118+2.4% | 加碼 |
| West Wealth Group, LLC | 5,000 | $44.8 萬 | 0.16% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 4,925 | $44.1 萬 | 0.02% | 00.0% | 不變 |
| Diversified Trust Co | 4,898 | $43.9 萬 | 0.01% | −4,957−50.3% | 減碼 |
| Whittier Trust Co | 4,877 | $43.7 萬 | 0.01% | +1,899+63.8% | 加碼 |
| Sculati Wealth Management, LLC | 4,870 | $43.6 萬 | 0.19% | 00.0% | 不變 |
| Southland Equity Partners LLC | 4,821 | $43.2 萬 | 0.12% | +79+1.7% | 加碼 |
| SFG Wealth Management, LLC. | 4,820 | $43.2 萬 | 0.25% | −232−4.6% | 減碼 |