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 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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 4,205 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| Jump Financial, LLC | 4,220 | $50.1 萬 | 0.01% | +1,265+42.8% | 加碼 |
| Keystone Financial Group | 4,221 | $50.2 萬 | 0.06% | +1,370+48.1% | 加碼 |
| L.M. Kohn & Company | 4,242 | $50.4 萬 | 0.13% | −245−5.5% | 減碼 |
| NCP Inc. | 4,259 | $50.6 萬 | 0.29% | +21+0.5% | 加碼 |
| Atomi Financial Group, Inc. | 4,276 | $50.8 萬 | 0.03% | +396+10.2% | 加碼 |
| Raleigh Capital Management Inc. | 4,303 | $51.1 萬 | 0.20% | +107+2.6% | 加碼 |
| Sculati Wealth Management, LLC | 4,320 | $51.3 萬 | 0.20% | −550−11.3% | 減碼 |
| Blake Schutter Theil Wealth Advisors, LLC | 4,322 | $51.4 萬 | 0.37% | +4,322 | 新進 |
| Armstrong Advisory Group, Inc | 4,335 | $51.5 萬 | 0.04% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,338 | $51.6 萬 | 0.01% | +160+3.8% | 加碼 |
| Stephens Inc | 4,360 | $51.8 萬 | 0.01% | +3+0.1% | 加碼 |
| Koshinski Asset Management, Inc. | 4,370 | $51.9 萬 | 0.04% | +34+0.8% | 加碼 |
| Edmp, Inc. | 4,387 | $52.1 萬 | 0.43% | 00.0% | 不變 |
| Hartford Funds Management Co LLC | 4,398 | $52.3 萬 | 0.05% | +354+8.8% | 加碼 |
| Summit Financial, LLC | 4,391 | $52.5 萬 | 0.02% | +204+4.9% | 加碼 |
| Jackson Creek Investment Advisors LLC | 4,455 | $52.9 萬 | 0.16% | +4,455 | 新進 |
| LifePro Asset Management | 4,458 | $53.0 萬 | 0.32% | +3+0.1% | 加碼 |
| Private Portfolio Partners LLC | 4,480 | $53.2 萬 | 0.10% | +4,480 | 新進 |
| Scotia Capital Inc. | 4,492 | $53.4 萬 | 0.00% | −29−0.6% | 減碼 |
| Vontobel Holding Ltd. | 4,500 | $53.5 萬 | 0.00% | +4,500 | 新進 |
| Teamwork Financial Advisors, LLC | 4,502 | $53.5 萬 | 0.07% | −202−4.3% | 減碼 |
| Welch Group, LLC | 4,531 | $53.8 萬 | 0.02% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 4,538 | $53.9 萬 | 0.22% | −195−4.1% | 減碼 |
| Goldstone Financial Group, LLC | 4,548 | $54.0 萬 | 0.09% | −88−1.9% | 減碼 |
| True Vision MN LLC | 4,546 | $54.3 萬 | 0.33% | +485+11.9% | 加碼 |
| Sigma Planning Corp | 4,601 | $54.7 萬 | 0.02% | −736−13.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 4,645 | $55.2 萬 | 0.01% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 4,664 | $55.4 萬 | 0.02% | +4,664 | 新進 |
| Qtron Investments LLC | 4,685 | $55.7 萬 | 0.08% | −4,300−47.9% | 減碼 |
| Intrua Financial, LLC | 4,691 | $55.7 萬 | 0.09% | +388+9.0% | 加碼 |
| High Net Worth Advisory Group LLC | 4,692 | $55.8 萬 | 0.16% | 00.0% | 不變 |
| Yeomans Consulting Group, Inc. | 4,731 | $56.2 萬 | 0.21% | +4,731 | 新進 |
| CX Institutional | 4,773 | $56.7 萬 | 0.03% | +29+0.6% | 加碼 |
| Summit Trail Advisors, LLC | 4,777 | $57.1 萬 | 0.01% | +4,777 | 新進 |
| SFG Wealth Management, LLC. | 4,822 | $57.3 萬 | 0.30% | +20.0% | 加碼 |
| Financial Management Professionals, Inc. | 4,845 | $57.6 萬 | 0.07% | +71+1.5% | 加碼 |
| Jefferies Financial Group Inc. | 4,909 | $58.3 萬 | 0.01% | −364−6.9% | 減碼 |
| Texas Yale Capital Corp. | 4,925 | $58.5 萬 | 0.03% | 00.0% | 不變 |
| Quantbot Technologies LP | 4,987 | $59.3 萬 | 0.02% | −59,966−92.3% | 減碼 |
| West Wealth Group, LLC | 5,000 | $59.4 萬 | 0.19% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 5,007 | $59.5 萬 | 0.02% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 5,013 | $59.6 萬 | 0.08% | −103−2.0% | 減碼 |
| NorthStar Asset Management LLC | 5,024 | $59.7 萬 | 0.40% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 5,049 | $60.5 萬 | 0.02% | +1,051+26.3% | 加碼 |
| NBC Securities, Inc. | 5,113 | $60.7 萬 | 0.05% | −280−5.2% | 減碼 |
| ClearAlpha Technologies LP | 5,128 | $60.9 萬 | 0.26% | +5,128 | 新進 |
| Coastline Trust Co | 5,147 | $61.2 萬 | 0.07% | −97−1.8% | 減碼 |
| Valued Retirements, Inc. | 5,198 | $61.8 萬 | 0.85% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 5,203 | $61.8 萬 | 0.02% | +962+22.7% | 加碼 |
| Secure Asset Management, LLC | 5,231 | $62.2 萬 | 0.11% | +196+3.9% | 加碼 |
| American Assets Capital Advisers, LLC | 5,318 | $63.2 萬 | 0.19% | −67,216−92.7% | 減碼 |
| Augustine Asset Management Inc | 5,324 | $63.3 萬 | 0.22% | +10+0.2% | 加碼 |
| Ballentine Partners, LLC | 5,393 | $64.1 萬 | 0.01% | +779+16.9% | 加碼 |
| Golden State Equity Partners | 5,415 | $64.3 萬 | 0.10% | 00.0% | 不變 |
| Pinnacle Family Advisors, LLC | 5,477 | $65.1 萬 | 0.34% | +263+5.0% | 加碼 |
| Gateway Advisory, LLC | 5,479 | $65.1 萬 | 0.10% | +5,479 | 新進 |
| ORG Partners LLC | 5,603 | $66.6 萬 | 0.11% | +3,994+248.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 5,648 | $67.1 萬 | 0.15% | +5,648 | 新進 |
| Kapstone Financial Advisors LLC | 5,788 | $67.6 萬 | 0.41% | 00.0% | 不變 |
| Davis R M Inc | 5,686 | $67.6 萬 | 0.01% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 5,662 | $67.7 萬 | 0.22% | 00.0% | 不變 |
| Arete Wealth Advisors, LLC | 5,740 | $67.9 萬 | 0.06% | −2,155−27.3% | 減碼 |
| Caldwell Investment Management Ltd. | 5,900 | $68.8 萬 | 0.48% | +5,900 | 新進 |
| Kingsview Wealth Management, LLC | 5,833 | $69.3 萬 | 0.01% | −634−9.8% | 減碼 |
| Essex Savings Bank | 5,859 | $69.6 萬 | 0.17% | −55−0.9% | 減碼 |
| GTS Securities LLC | 5,886 | $69.9 萬 | 0.01% | +5,886 | 新進 |
| Retireful, LLC | 5,891 | $70.0 萬 | 0.52% | +5,891 | 新進 |
| Wambolt & Associates, LLC | 5,966 | $70.5 萬 | 0.19% | −3,449−36.6% | 減碼 |
| Resources Investment Advisors, LLC. | 5,986 | $71.1 萬 | 0.01% | +89+1.5% | 加碼 |
| Signaturefd, LLC | 6,026 | $71.6 萬 | 0.01% | +677+12.7% | 加碼 |
| Estabrook Capital Management | 6,037 | $71.7 萬 | 0.11% | −200−3.2% | 減碼 |
| EWG Elevate Inc. | 6,062 | $72.0 萬 | 0.29% | −803−11.7% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 6,075 | $72.2 萬 | 0.22% | +75+1.3% | 加碼 |
| Keybank National Association | 6,111 | $72.6 萬 | 0.00% | +526+9.4% | 加碼 |
| DCM Advisors, LLC | 6,144 | $73.0 萬 | 0.37% | −552−8.2% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,166 | $73.3 萬 | 0.03% | −228−3.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 6,175 | $73.4 萬 | 0.02% | −1,996−24.4% | 減碼 |
| Nations Financial Group Inc, | 6,200 | $73.7 萬 | 0.05% | +2,801+82.4% | 加碼 |
| NorthRock Partners, LLC | 6,227 | $74.2 萬 | 0.02% | −1,170−15.8% | 減碼 |
| Fidelis Capital Partners, LLC | 5,935 | $74.5 萬 | 0.09% | +3,821+180.7% | 加碼 |
| Perpetual Ltd | 6,290 | $74.7 萬 | 0.01% | −6,690−51.5% | 減碼 |
| Raymond James Trust N.A. | 6,293 | $74.8 萬 | 0.02% | −276−4.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 6,386 | $75.9 萬 | 0.08% | −714−10.1% | 減碼 |
| Sheets Smith Wealth Management | 6,410 | $76.2 萬 | 0.09% | −50−0.8% | 減碼 |
| Accuvest Global Advisors | 6,473 | $76.9 萬 | 0.66% | +6,473 | 新進 |
| Catalytic Wealth RIA, LLC | 6,530 | $77.6 萬 | 0.14% | −11,254−63.3% | 減碼 |
| Centaurus Financial, Inc. | 6,557 | $77.9 萬 | 0.05% | −154−2.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 6,649 | $79.0 萬 | 0.16% | −920−12.2% | 減碼 |
| Quadcap Wealth Management, LLC | 6,689 | $79.5 萬 | 0.12% | +74+1.1% | 加碼 |
| V-Square Quantitative Management LLC | 6,805 | $80.9 萬 | 0.12% | +37+0.5% | 加碼 |
| Glenmede Trust Co NA | 6,813 | $81.0 萬 | 0.00% | +7+0.1% | 加碼 |
| Bramshill Investments, LLC | 6,813 | $81.0 萬 | 0.09% | −4,215−38.2% | 減碼 |
| Washington Trust Co | 6,886 | $81.8 萬 | 0.03% | −125−1.8% | 減碼 |
| Friedenthal Financial | 6,931 | $82.4 萬 | 0.48% | +6,931 | 新進 |
| Ellevest, Inc. | 7,002 | $83.2 萬 | 0.05% | +525+8.1% | 加碼 |
| Verdence Capital Advisors LLC | 7,030 | $83.5 萬 | 0.07% | +2,726+63.3% | 加碼 |
| Bryn Mawr Trust Co | 7,047 | $83.7 萬 | 0.02% | +7,047 | 新進 |
| Balyasny Asset Management LLC | 7,054 | $83.8 萬 | 0.00% | −13,395−65.5% | 減碼 |
| Coldstream Capital Management Inc | 7,105 | $84.3 萬 | 0.02% | +497+7.5% | 加碼 |