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 3 季 13F 持有人
Iron Mountain Inc 在 2024/9/30 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
- 1,056
- 較 2024 年第 2 季 +100 家
- 持有股數
- 2.43 億
- 較 2024 年第 2 季 +2,268 萬 (+10.3%)
- 總市值
- $287.9 億
- 較 2024 年第 2 季 +$90.7 億 (+46.0%)
- 新進機構
- 165
- 另有 323 家加碼
- 清倉機構
- 65
- 另有 416 家減碼
另有 11 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 2,812 | $33.4 萬 | 0.02% | +158+6.0% | 加碼 |
| Channel Wealth LLC | 2,818 | $33.5 萬 | 0.11% | −82−2.8% | 減碼 |
| NorthCrest Asset Manangement, LLC | 2,826 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Cypress Capital Group | 2,835 | $33.7 萬 | 0.04% | −400−12.4% | 減碼 |
| Schmidt P J Investment Management Inc | 2,860 | $34.0 萬 | 0.06% | +100+3.6% | 加碼 |
| Schechter Investment Advisors, LLC | 2,913 | $34.6 萬 | 0.03% | −15−0.5% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 2,916 | $34.7 萬 | 0.05% | +27+0.9% | 加碼 |
| Charter Oak Capital Management, LLC | 2,920 | $34.7 萬 | 0.03% | +5+0.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,928 | $34.8 萬 | 0.02% | −52−1.7% | 減碼 |
| Capital City Trust Co | 2,940 | $34.9 萬 | 0.09% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 2,971 | $35.3 萬 | 0.01% | −114−3.7% | 減碼 |
| IMA Wealth, Inc. | 2,954 | $35.3 萬 | 0.08% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 2,990 | $35.5 萬 | 0.01% | +52+1.8% | 加碼 |
| Apriem Advisors | 3,000 | $35.6 萬 | 0.04% | −200−6.3% | 減碼 |
| Change Path, LLC | 3,010 | $35.8 萬 | 0.01% | +3,010 | 新進 |
| Whittier Trust Co | 3,013 | $35.8 萬 | 0.00% | −1,864−38.2% | 減碼 |
| Wedmont Private Capital | 3,077 | $35.9 萬 | 0.02% | +473+18.2% | 加碼 |
| Aristeia Capital LLC | 3,038 | $36.1 萬 | 0.01% | +3,038 | 新進 |
| Clean Yield Group | 3,042 | $36.1 萬 | 0.11% | +42+1.4% | 加碼 |
| Cigna Investments Inc | 3,043 | $36.2 萬 | 0.06% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 3,050 | $36.2 萬 | 0.10% | −208−6.4% | 減碼 |
| Evergreen Capital Management LLC | 3,034 | $36.3 萬 | 0.01% | +167+5.8% | 加碼 |
| American Investment Services, Inc. | 3,103 | $36.9 萬 | 0.06% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 3,131 | $37.2 萬 | 0.01% | +45+1.5% | 加碼 |
| Sovereign Financial Group, Inc. | 3,142 | $37.3 萬 | 0.09% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 3,147 | $37.4 萬 | 0.02% | −148−4.5% | 減碼 |
| Twelve Points Wealth Management LLC | 3,152 | $37.5 萬 | 0.12% | −39,858−92.7% | 減碼 |
| Infrastructure Capital Advisors, LLC | 3,174 | $37.7 萬 | 0.05% | −38−1.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 3,186 | $37.9 萬 | 0.01% | +3,186 | 新進 |
| Strategic Wealth Partners, Ltd. | 3,210 | $38.1 萬 | 0.04% | −1,960−37.9% | 減碼 |
| Private Trust Co NA | 3,226 | $38.3 萬 | 0.04% | +68+2.2% | 加碼 |
| TrinityPoint Wealth, LLC | 3,238 | $38.5 萬 | 0.06% | +32+1.0% | 加碼 |
| Howland Capital Management LLC | 3,279 | $39.2 萬 | 0.02% | −927−22.0% | 減碼 |
| Jacobi Capital Management LLC | 3,300 | $39.2 萬 | 0.03% | +3+0.1% | 加碼 |
| Advisors Management Group Inc | 3,309 | $39.3 萬 | 0.09% | 00.0% | 不變 |
| MBB Public Markets I LLC | 3,330 | $39.6 萬 | 0.03% | −16,587−83.3% | 減碼 |
| Retirement Income Solutions, Inc | 3,350 | $39.8 萬 | 0.09% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 3,388 | $40.3 萬 | 0.00% | 00.0% | 不變 |
| Geller Advisors LLC | 3,373 | $40.3 萬 | 0.03% | +96+2.9% | 加碼 |
| Oak Thistle LLC | 3,421 | $40.7 萬 | 0.13% | +3,421 | 新進 |
| Beaumont Financial Advisors, LLC | 3,441 | $40.9 萬 | 0.03% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 3,441 | $40.9 萬 | 0.01% | +3,441 | 新進 |
| Lokken Investment Group LLC | 3,474 | $41.3 萬 | 0.17% | 00.0% | 不變 |
| Mission Wealth Management, LP | 3,481 | $41.4 萬 | 0.01% | +1,110+46.8% | 加碼 |
| Buckingham Capital Management, Inc. | 3,483 | $41.4 萬 | 0.05% | 00.0% | 不變 |
| Philadelphia Trust Co | 3,500 | $41.6 萬 | 0.03% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 3,526 | $41.9 萬 | 0.09% | −30−0.8% | 減碼 |
| TRUE Private Wealth Advisors | 3,532 | $42.0 萬 | 0.05% | −677−16.1% | 減碼 |
| Wolverine Trading, LLC | 3,622 | $42.3 萬 | 0.01% | −7,089−66.2% | 減碼 |
| IFP Advisors, Inc | 3,565 | $42.4 萬 | 0.02% | +448+14.4% | 加碼 |
| Marex Group plc | 3,578 | $42.5 萬 | 0.01% | −68,522−95.0% | 減碼 |
| Curbstone Financial Management Corp | 3,590 | $42.7 萬 | 0.09% | +3,590 | 新進 |
| Panagora Asset Management Inc | 3,593 | $42.7 萬 | 0.00% | −6−0.2% | 減碼 |
| Exchange Traded Concepts, LLC | 3,636 | $43.2 萬 | 0.01% | +3,564+4,950.0% | 加碼 |
| Onyx Bridge Wealth Group LLC | 3,644 | $43.3 萬 | 0.07% | −234−6.0% | 減碼 |
| Somerset Trust Co | 3,645 | $43.3 萬 | 0.16% | −97−2.6% | 減碼 |
| Good Life Advisors, LLC | 3,646 | $43.3 萬 | 0.03% | +1,352+58.9% | 加碼 |
| Capital Wealth Planning, LLC | 3,655 | $43.4 萬 | 0.00% | +3,655 | 新進 |
| Chicago Partners Investment Group LLC | 3,478 | $43.7 萬 | 0.02% | +191+5.8% | 加碼 |
| E&G Advisors, LP | 3,700 | $44.0 萬 | 0.12% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,705 | $44.0 萬 | 0.01% | +488+15.2% | 加碼 |
| Destination Wealth Management | 3,707 | $44.0 萬 | 0.01% | +761+25.8% | 加碼 |
| Foster & Motley Inc | 3,720 | $44.2 萬 | 0.03% | −897−19.4% | 減碼 |
| Strategic Blueprint, LLC | 3,720 | $44.2 萬 | 0.03% | −13−0.3% | 減碼 |
| Huntington National Bank | 3,730 | $44.3 萬 | 0.00% | −118−3.1% | 減碼 |
| Crown Wealth Group, LLC | 3,746 | $44.5 萬 | 0.19% | −615−14.1% | 減碼 |
| OneAscent Wealth Management LLC | 3,765 | $45.0 萬 | 0.17% | +176+4.9% | 加碼 |
| GAMMA Investing LLC | 3,794 | $45.1 萬 | 0.04% | +815+27.4% | 加碼 |
| Highland Capital Management Fund Advisors, L.P. | 3,800 | $45.2 萬 | 0.05% | 00.0% | 不變 |
| Ledgewood Wealth Advisors, LLC | 3,806 | $45.2 萬 | 0.30% | 00.0% | 不變 |
| RMB Capital Management, LLC | 3,814 | $45.3 萬 | 0.01% | −391−9.3% | 減碼 |
| Vident Advisory, LLC | 3,820 | $45.4 萬 | 0.01% | +667+21.2% | 加碼 |
| Sienna Gestion | 3,844 | $45.6 萬 | 0.03% | 00.0% | 不變 |
| Walker Asset Management, LLC | 3,848 | $45.7 萬 | 0.28% | +27+0.7% | 加碼 |
| Cetera Trust Company, N.A | 3,850 | $45.7 萬 | 0.28% | −200−4.9% | 減碼 |
| Prestige Wealth Management Group LLC | 3,846 | $46.0 萬 | 0.10% | +3,712+2,770.1% | 加碼 |
| Aire Advisors, LLC | 3,873 | $46.0 萬 | 0.10% | +25+0.6% | 加碼 |
| Ameritas Advisory Services, LLC | 3,878 | $46.1 萬 | 0.02% | −67−1.7% | 減碼 |
| LMR Partners LLP | 3,886 | $46.2 萬 | 0.01% | −12,241−75.9% | 減碼 |
| Cornerstone Wealth Group, LLC | 3,888 | $46.2 萬 | 0.04% | +4+0.1% | 加碼 |
| Abn Amro Investment Solutions | 3,901 | $46.4 萬 | 0.01% | +3,901 | 新進 |
| Park National Corp | 3,905 | $46.4 萬 | 0.02% | 00.0% | 不變 |
| RMR Wealth Builders | 3,891 | $46.5 萬 | 0.05% | −253−6.1% | 減碼 |
| Core Wealth Partners LLC | 3,917 | $46.5 萬 | 0.28% | +12+0.3% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,921 | $46.6 萬 | 0.01% | +250+6.8% | 加碼 |
| Southland Equity Partners LLC | 3,932 | $46.7 萬 | 0.11% | −889−18.4% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 3,956 | $47.0 萬 | 0.14% | +96+2.5% | 加碼 |
| Horizon Investments, LLC | 3,980 | $47.3 萬 | 0.01% | −558−12.3% | 減碼 |
| Citizens Business Bank | 4,000 | $47.5 萬 | 0.10% | 00.0% | 不變 |
| Sachetta, LLC | 4,022 | $47.8 萬 | 0.19% | 00.0% | 不變 |
| Aspen Investment Management Inc | 4,035 | $47.9 萬 | 0.22% | +775+23.8% | 加碼 |
| Trustmark National Bank Trust Department | 4,041 | $48.0 萬 | 0.04% | −184−4.4% | 減碼 |
| Advisors Capital Management, LLC | 4,067 | $48.3 萬 | 0.01% | +23+0.6% | 加碼 |
| Fayez Sarofim & Co | 4,080 | $48.5 萬 | 0.00% | −637−13.5% | 減碼 |
| Bogart Wealth, LLC | 4,083 | $48.5 萬 | 0.02% | −75−1.8% | 減碼 |
| Disciplined Equity Management, Inc. | 4,085 | $48.5 萬 | 0.31% | 00.0% | 不變 |
| Cornerstone Wealth Management, LLC | 4,119 | $48.9 萬 | 0.03% | +10.0% | 加碼 |
| Richard W. Paul & Associates, LLC | 4,125 | $49.0 萬 | 0.18% | −205−4.7% | 減碼 |
| Kavar Capital Partners Group, LLC | 4,150 | $49.3 萬 | 0.08% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 4,162 | $49.5 萬 | 0.00% | +773+22.8% | 加碼 |