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 4 季 13F 持有人
Iron Mountain Inc 在 2024/12/31 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
- 1,067
- 較 2024 年第 3 季 +30 家
- 持有股數
- 2.37 億
- 較 2024 年第 3 季 −459.3 萬 (−1.9%)
- 總市值
- $249.4 億
- 較 2024 年第 3 季 −$37.5 億 (−13.1%)
- 新進機構
- 139
- 另有 364 家加碼
- 清倉機構
- 109
- 另有 409 家減碼
另有 19 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 4,333 | $45.5 萬 | 0.06% | +4,333 | 新進 |
| Armstrong Advisory Group, Inc | 4,335 | $45.6 萬 | 0.04% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 4,412 | $46.4 萬 | 0.04% | +42+1.0% | 加碼 |
| IFP Advisors, Inc | 4,413 | $46.4 萬 | 0.02% | +848+23.8% | 加碼 |
| Tradewinds, LLC. | 4,415 | $46.4 萬 | 0.13% | +4,415 | 新進 |
| Welch Group, LLC | 4,531 | $47.0 萬 | 0.02% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 4,480 | $47.1 萬 | 0.09% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 4,494 | $47.2 萬 | 0.06% | −8−0.2% | 減碼 |
| Marex Group plc | 4,498 | $47.3 萬 | 0.01% | +920+25.7% | 加碼 |
| Armor Investment Advisors, LLC | 4,523 | $47.5 萬 | 0.20% | −15−0.3% | 減碼 |
| Atomi Financial Group, Inc. | 4,559 | $47.9 萬 | 0.02% | +283+6.6% | 加碼 |
| Farther Finance Advisors, LLC | 4,588 | $48.2 萬 | 0.02% | −5,119−52.7% | 減碼 |
| Scotia Capital Inc. | 4,618 | $48.6 萬 | 0.00% | +126+2.8% | 加碼 |
| Eqis Capital Management, Inc. | 4,640 | $48.8 萬 | 0.04% | −3,192−40.8% | 減碼 |
| Essex Savings Bank | 4,645 | $48.8 萬 | 0.12% | −1,214−20.7% | 減碼 |
| Vontobel Holding Ltd. | 4,668 | $49.1 萬 | 0.00% | +168+3.7% | 加碼 |
| Somerset Trust Co | 4,685 | $49.2 萬 | 0.19% | +1,040+28.5% | 加碼 |
| High Net Worth Advisory Group LLC | 4,692 | $49.3 萬 | 0.14% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 4,748 | $49.9 萬 | 0.12% | −900−15.9% | 減碼 |
| Groupe la Francaise | 4,808 | $50.0 萬 | 0.01% | +4,808 | 新進 |
| OneAscent Financial Services LLC | 4,751 | $50.1 萬 | 0.04% | +4,751 | 新進 |
| CX Institutional | 4,801 | $50.5 萬 | 0.02% | +28+0.6% | 加碼 |
| Keybank National Association | 4,918 | $51.7 萬 | 0.00% | −1,193−19.5% | 減碼 |
| Putney Financial Group LLC | 4,924 | $51.8 萬 | 0.46% | +4,924 | 新進 |
| Texas Yale Capital Corp. | 4,925 | $51.8 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 4,929 | $51.8 萬 | 0.02% | −3,090−38.5% | 減碼 |
| Beverly Hills Private Wealth, LLC | 4,930 | $51.8 萬 | 0.10% | −1,719−25.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,931 | $51.8 萬 | 0.01% | +1,010+25.8% | 加碼 |
| Freestone Grove Partners LP | 4,936 | $51.9 萬 | 0.01% | +4,936 | 新進 |
| SG Americas Securities, LLC | 4,956 | $52.1 萬 | 0.00% | −30,272−85.9% | 減碼 |
| Canada Post Corp Registered Pension Plan | 4,957 | $52.1 萬 | 0.03% | +4,957 | 新進 |
| Augustine Asset Management Inc | 4,977 | $52.3 萬 | 0.14% | −347−6.5% | 減碼 |
| NorthRock Partners, LLC | 4,944 | $52.3 萬 | 0.02% | −1,283−20.6% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 4,990 | $52.4 萬 | 0.01% | +345+7.4% | 加碼 |
| American Assets Capital Advisers, LLC | 4,993 | $52.5 萬 | 0.18% | −325−6.1% | 減碼 |
| West Wealth Group, LLC | 5,000 | $52.6 萬 | 0.16% | 00.0% | 不變 |
| Perfromance Wealth Partners, LLC | 5,007 | $52.6 萬 | 0.02% | 00.0% | 不變 |
| NorthStar Asset Management LLC | 5,015 | $52.7 萬 | 0.34% | −9−0.2% | 減碼 |
| Valued Retirements, Inc. | 5,190 | $54.6 萬 | 0.74% | −8−0.2% | 減碼 |
| Empowered Funds, LLC | 5,191 | $54.6 萬 | 0.01% | −8,291−61.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,231 | $55.0 萬 | 0.02% | +28+0.5% | 加碼 |
| Panagora Asset Management Inc | 5,289 | $55.6 萬 | 0.00% | +1,696+47.2% | 加碼 |
| Golden State Equity Partners | 5,302 | $55.7 萬 | 0.11% | −113−2.1% | 減碼 |
| GF Fund Management Co. Ltd. | 5,330 | $56.0 萬 | 0.01% | +5,330 | 新進 |
| Estabrook Capital Management | 5,337 | $56.1 萬 | 0.09% | −700−11.6% | 減碼 |
| Secure Asset Management, LLC | 5,358 | $56.3 萬 | 0.09% | +127+2.4% | 加碼 |
| Aptus Capital Advisors, LLC | 5,354 | $56.4 萬 | 0.01% | +2,661+98.8% | 加碼 |
| Davis R M Inc | 5,418 | $56.9 萬 | 0.01% | −268−4.7% | 減碼 |
| Retireful, LLC | 5,423 | $57.0 萬 | 0.32% | −468−7.9% | 減碼 |
| Financial Management Professionals, Inc. | 5,434 | $57.1 萬 | 0.07% | +589+12.2% | 加碼 |
| Kapstone Financial Advisors LLC | 5,792 | $58.3 萬 | 0.31% | +4+0.1% | 加碼 |
| FIL Ltd | 5,547 | $58.3 萬 | 0.00% | +4,908+768.1% | 加碼 |
| Brown Brothers Harriman & Co | 5,557 | $58.4 萬 | 0.00% | −2,978−34.9% | 減碼 |
| Pinnacle Family Advisors, LLC | 5,568 | $58.5 萬 | 0.28% | +91+1.7% | 加碼 |
| Fisher Asset Management, LLC | 5,587 | $58.7 萬 | 0.00% | +5,587 | 新進 |
| Garden State Investment Advisory Services LLC | 5,553 | $58.8 萬 | 0.18% | −109−1.9% | 減碼 |
| Kingsview Wealth Management, LLC | 5,642 | $59.3 萬 | 0.01% | −191−3.3% | 減碼 |
| Resources Investment Advisors, LLC. | 5,699 | $59.9 萬 | 0.01% | −287−4.8% | 減碼 |
| Summit Trail Advisors, LLC | 5,704 | $60.4 萬 | 0.02% | +927+19.4% | 加碼 |
| Ballentine Partners, LLC | 5,781 | $60.8 萬 | 0.01% | +388+7.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 5,790 | $60.9 萬 | 0.06% | −596−9.3% | 減碼 |
| Williamson Legacy Group, LLC | 5,834 | $61.3 萬 | 0.41% | +5,834 | 新進 |
| EWG Elevate Inc. | 5,842 | $61.4 萬 | 0.19% | −220−3.6% | 減碼 |
| Goldstone Financial Group, LLC | 5,852 | $61.5 萬 | 0.10% | +1,304+28.7% | 加碼 |
| Fidelis Capital Partners, LLC | 6,214 | $62.5 萬 | 0.06% | +279+4.7% | 加碼 |
| Nations Financial Group Inc, | 5,955 | $62.6 萬 | 0.05% | −245−4.0% | 減碼 |
| TD Private Client Wealth LLC | 5,991 | $63.0 萬 | 0.02% | −4,104−40.7% | 減碼 |
| Sheets Smith Wealth Management | 6,055 | $63.6 萬 | 0.08% | −355−5.5% | 減碼 |
| Hartford Funds Management Co LLC | 6,082 | $63.9 萬 | 0.06% | +1,684+38.3% | 加碼 |
| Diversify Advisory Services, LLC | 6,357 | $64.3 萬 | 0.04% | −1,585−20.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 6,152 | $64.7 萬 | 0.11% | −378−5.8% | 減碼 |
| Summit Financial, LLC | 6,135 | $64.8 萬 | 0.02% | +1,744+39.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,178 | $64.9 萬 | 0.03% | +12+0.2% | 加碼 |
| Signaturefd, LLC | 6,241 | $65.6 萬 | 0.01% | +215+3.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,393 | $67.2 萬 | 0.02% | +218+3.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,571 | $69.1 萬 | 0.03% | −11,417−63.5% | 減碼 |
| Centaurus Financial, Inc. | 6,646 | $69.9 萬 | 0.04% | +89+1.4% | 加碼 |
| Fayez Sarofim & Co | 6,655 | $70.0 萬 | 0.00% | +2,575+63.1% | 加碼 |
| Smith Asset Management Co., LLC | 6,655 | $70.0 萬 | 0.68% | +6,655 | 新進 |
| Umb Bank N A | 6,678 | $70.2 萬 | 0.01% | −33,862−83.5% | 減碼 |
| Bramshill Investments, LLC | 6,723 | $70.7 萬 | 0.11% | −90−1.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 6,731 | $70.7 萬 | 0.01% | +6,731 | 新進 |
| CWM, LLC | 6,840 | $71.9 萬 | 0.00% | −850−11.1% | 減碼 |
| Washington Trust Co | 6,886 | $72.4 萬 | 0.03% | 00.0% | 不變 |
| Massmutual Trust Co FSB | 6,936 | $72.9 萬 | 0.02% | +5,541+397.2% | 加碼 |
| Fiduciary Group LLC | 7,000 | $73.6 萬 | 0.07% | −250−3.4% | 減碼 |
| V-Square Quantitative Management LLC | 7,019 | $73.8 萬 | 0.10% | +214+3.1% | 加碼 |
| Verdence Capital Advisors LLC | 7,028 | $73.9 萬 | 0.06% | −20.0% | 減碼 |
| Bryn Mawr Trust Co | 7,047 | $74.1 萬 | 0.01% | 00.0% | 不變 |
| Glenmede Trust Co NA | 7,069 | $74.3 萬 | 0.00% | +256+3.8% | 加碼 |
| Strategy Asset Managers LLC | 7,084 | $74.5 萬 | 0.14% | −17−0.2% | 減碼 |
| Ellevest, Inc. | 7,091 | $74.5 萬 | 0.04% | +89+1.3% | 加碼 |
| Jones Financial Companies LLLP | 7,118 | $74.8 萬 | 0.00% | +4,310+153.5% | 加碼 |
| Hilltop Holdings Inc. | 7,132 | $75.0 萬 | 0.05% | −164−2.2% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 7,165 | $75.3 萬 | 0.11% | +4,897+215.9% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,189 | $75.5 萬 | 0.01% | −3,529−32.9% | 減碼 |
| Coldstream Capital Management Inc | 7,182 | $75.5 萬 | 0.02% | +77+1.1% | 加碼 |
| Oak Thistle LLC | 7,221 | $75.9 萬 | 0.23% | +3,800+111.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 7,289 | $76.6 萬 | 0.01% | −4,091−35.9% | 減碼 |
| Madden Securities Corp | 7,300 | $76.7 萬 | 0.31% | −75−1.0% | 減碼 |