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 |
|---|---|---|---|---|---|
| Monument Capital Management | 9,107 | $108.2 萬 | 0.30% | −587−6.1% | 減碼 |
| Ullmann Financial Group, Inc. | 9,075 | $107.8 萬 | 0.14% | +51+0.6% | 加碼 |
| Colonial River Wealth Management, LLC | 9,021 | $107.2 萬 | 0.53% | −225−2.4% | 減碼 |
| Virtus ETF Advisers LLC | 8,989 | $106.8 萬 | 0.50% | +8,989 | 新進 |
| Wetherby Asset Management Inc | 8,941 | $106.2 萬 | 0.05% | +198+2.3% | 加碼 |
| H&H Retirement Design & Management INC | 8,697 | $106.1 萬 | 0.63% | 00.0% | 不變 |
| Associated Banc-Corp | 8,863 | $105.3 萬 | 0.03% | +8,863 | 新進 |
| Global Retirement Partners, LLC | 8,852 | $105.2 萬 | 0.03% | −317−3.5% | 減碼 |
| Herold Advisors, Inc. | 8,755 | $104.0 萬 | 0.23% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,685 | $103.2 萬 | 0.07% | −770−8.1% | 減碼 |
| Everence Capital Management Inc | 8,670 | $103.0 萬 | 0.06% | 00.0% | 不變 |
| Axecap Investments, LLC | 8,634 | $102.6 萬 | 0.78% | +8,634 | 新進 |
| Fortitude Family Office, LLC | 8,548 | $101.6 萬 | 0.40% | +7,075+480.3% | 加碼 |
| Brown Brothers Harriman & Co | 8,535 | $101.4 萬 | 0.01% | +6+0.1% | 加碼 |
| Atlas Capital Advisors LLC | 8,526 | $101.3 萬 | 0.16% | +1,251+17.2% | 加碼 |
| NewEdge Wealth, LLC | 8,456 | $100.5 萬 | 0.02% | −537−6.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 8,455 | $100.5 萬 | 0.10% | −2,787−24.8% | 減碼 |
| Heartland Bank & Trust Co | 8,406 | $99.9 萬 | 0.54% | −275−3.2% | 減碼 |
| Checchi Capital Advisers, LLC | 8,344 | $99.1 萬 | 0.07% | −504−5.7% | 減碼 |
| Diversify Advisory Services, LLC | 7,942 | $98.4 萬 | 0.05% | +1,091+15.9% | 加碼 |
| Atwood & Palmer Inc | 8,250 | $98.0 萬 | 0.07% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 7,844 | $97.2 萬 | 0.07% | −996−11.3% | 減碼 |
| Atlantic Union Bankshares Corp | 8,171 | $97.1 萬 | 0.06% | −250−3.0% | 減碼 |
| Mathes Company, Inc. | 8,150 | $96.8 萬 | 0.34% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 8,131 | $96.6 萬 | 0.05% | −29−0.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 8,294 | $96.5 萬 | 0.02% | +8,294 | 新進 |
| Bailard, Inc. | 8,057 | $95.7 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 8,019 | $95.3 萬 | 0.04% | +3,333+71.1% | 加碼 |
| Veriti Management LLC | 7,987 | $94.9 萬 | 0.05% | −46−0.6% | 減碼 |
| Brinker Capital Investments, LLC | 7,963 | $94.6 萬 | 0.01% | +2,021+34.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,963 | $94.6 萬 | 0.01% | +2,021+34.0% | 加碼 |
| Equitable Holdings, Inc. | 7,932 | $94.3 萬 | 0.01% | −573−6.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 7,929 | $94.2 萬 | 0.05% | +1,646+26.2% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 7,919 | $94.1 萬 | 0.07% | −3,057−27.9% | 減碼 |
| Ontario Teachers Pension Plan Board | 7,873 | $93.6 萬 | 0.01% | +7,873 | 新進 |
| Wedbush Securities Inc | 7,839 | $93.2 萬 | 0.03% | −3,735−32.3% | 減碼 |
| TBH Global Asset Management, LLC | 7,838 | $93.1 萬 | 0.20% | +7+0.1% | 加碼 |
| Eqis Capital Management, Inc. | 7,832 | $93.1 萬 | 0.07% | −910−10.4% | 減碼 |
| Archer Investment Corp | 7,800 | $92.7 萬 | 0.25% | −2,200−22.0% | 減碼 |
| Merit Financial Group, LLC | 7,796 | $92.6 萬 | 0.02% | −817−9.5% | 減碼 |
| Sterling Capital Management LLC | 7,795 | $92.6 萬 | 0.01% | +7,795 | 新進 |
| GM Advisory Group, Inc. | 7,789 | $92.6 萬 | 0.06% | −280−3.5% | 減碼 |
| CWM, LLC | 7,690 | $91.4 萬 | 0.00% | +45+0.6% | 加碼 |
| Fiduciary Family Office, LLC | 7,665 | $91.1 萬 | 0.30% | −670−8.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,646 | $90.9 萬 | 0.01% | −289−3.6% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,573 | $90.0 萬 | 0.04% | +7,573 | 新進 |
| Mindset Wealth Management, LLC | 7,561 | $89.8 萬 | 0.37% | +7,561 | 新進 |
| Outlook Wealth Advisors, LLC | 7,503 | $89.2 萬 | 0.26% | −502−6.3% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 7,451 | $89.1 萬 | 0.02% | 00.0% | 不變 |
| Greenleaf Trust | 7,386 | $87.8 萬 | 0.01% | +230+3.2% | 加碼 |
| Madden Securities Corp | 7,375 | $87.6 萬 | 0.38% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 7,296 | $86.7 萬 | 0.06% | +1,134+18.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 7,276 | $86.5 萬 | 0.03% | −20,354−73.7% | 減碼 |
| Fiduciary Group LLC | 7,250 | $86.2 萬 | 0.09% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 7,138 | $84.8 萬 | 0.05% | −494−6.5% | 減碼 |
| Strategy Asset Managers LLC | 7,101 | $84.4 萬 | 0.16% | +7,101 | 新進 |
| Coldstream Capital Management Inc | 7,105 | $84.3 萬 | 0.02% | +497+7.5% | 加碼 |
| Balyasny Asset Management LLC | 7,054 | $83.8 萬 | 0.00% | −13,395−65.5% | 減碼 |
| Bryn Mawr Trust Co | 7,047 | $83.7 萬 | 0.02% | +7,047 | 新進 |
| Verdence Capital Advisors LLC | 7,030 | $83.5 萬 | 0.07% | +2,726+63.3% | 加碼 |
| Ellevest, Inc. | 7,002 | $83.2 萬 | 0.05% | +525+8.1% | 加碼 |
| Friedenthal Financial | 6,931 | $82.4 萬 | 0.48% | +6,931 | 新進 |
| Washington Trust Co | 6,886 | $81.8 萬 | 0.03% | −125−1.8% | 減碼 |
| Bramshill Investments, LLC | 6,813 | $81.0 萬 | 0.09% | −4,215−38.2% | 減碼 |
| Glenmede Trust Co NA | 6,813 | $81.0 萬 | 0.00% | +7+0.1% | 加碼 |
| V-Square Quantitative Management LLC | 6,805 | $80.9 萬 | 0.12% | +37+0.5% | 加碼 |
| Quadcap Wealth Management, LLC | 6,689 | $79.5 萬 | 0.12% | +74+1.1% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,649 | $79.0 萬 | 0.16% | −920−12.2% | 減碼 |
| Centaurus Financial, Inc. | 6,557 | $77.9 萬 | 0.05% | −154−2.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 6,530 | $77.6 萬 | 0.14% | −11,254−63.3% | 減碼 |
| Accuvest Global Advisors | 6,473 | $76.9 萬 | 0.66% | +6,473 | 新進 |
| Sheets Smith Wealth Management | 6,410 | $76.2 萬 | 0.09% | −50−0.8% | 減碼 |
| SeaCrest Wealth Management, LLC | 6,386 | $75.9 萬 | 0.08% | −714−10.1% | 減碼 |
| Raymond James Trust N.A. | 6,293 | $74.8 萬 | 0.02% | −276−4.2% | 減碼 |
| Perpetual Ltd | 6,290 | $74.7 萬 | 0.01% | −6,690−51.5% | 減碼 |
| Fidelis Capital Partners, LLC | 5,935 | $74.5 萬 | 0.09% | +3,821+180.7% | 加碼 |
| NorthRock Partners, LLC | 6,227 | $74.2 萬 | 0.02% | −1,170−15.8% | 減碼 |
| Nations Financial Group Inc, | 6,200 | $73.7 萬 | 0.05% | +2,801+82.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,175 | $73.4 萬 | 0.02% | −1,996−24.4% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,166 | $73.3 萬 | 0.03% | −228−3.6% | 減碼 |
| DCM Advisors, LLC | 6,144 | $73.0 萬 | 0.37% | −552−8.2% | 減碼 |
| Keybank National Association | 6,111 | $72.6 萬 | 0.00% | +526+9.4% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 6,075 | $72.2 萬 | 0.22% | +75+1.3% | 加碼 |
| EWG Elevate Inc. | 6,062 | $72.0 萬 | 0.29% | −803−11.7% | 減碼 |
| Estabrook Capital Management | 6,037 | $71.7 萬 | 0.11% | −200−3.2% | 減碼 |
| Signaturefd, LLC | 6,026 | $71.6 萬 | 0.01% | +677+12.7% | 加碼 |
| Resources Investment Advisors, LLC. | 5,986 | $71.1 萬 | 0.01% | +89+1.5% | 加碼 |
| Wambolt & Associates, LLC | 5,966 | $70.5 萬 | 0.19% | −3,449−36.6% | 減碼 |
| Retireful, LLC | 5,891 | $70.0 萬 | 0.52% | +5,891 | 新進 |
| GTS Securities LLC | 5,886 | $69.9 萬 | 0.01% | +5,886 | 新進 |
| Essex Savings Bank | 5,859 | $69.6 萬 | 0.17% | −55−0.9% | 減碼 |
| Kingsview Wealth Management, LLC | 5,833 | $69.3 萬 | 0.01% | −634−9.8% | 減碼 |
| Caldwell Investment Management Ltd. | 5,900 | $68.8 萬 | 0.48% | +5,900 | 新進 |
| Arete Wealth Advisors, LLC | 5,740 | $67.9 萬 | 0.06% | −2,155−27.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 5,662 | $67.7 萬 | 0.22% | 00.0% | 不變 |
| Davis R M Inc | 5,686 | $67.6 萬 | 0.01% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 5,788 | $67.6 萬 | 0.41% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 5,648 | $67.1 萬 | 0.15% | +5,648 | 新進 |
| ORG Partners LLC | 5,603 | $66.6 萬 | 0.11% | +3,994+248.2% | 加碼 |
| Gateway Advisory, LLC | 5,479 | $65.1 萬 | 0.10% | +5,479 | 新進 |