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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 7,345 | $77.2 萬 | 0.02% | −1,507−17.0% | 減碼 |
| Arete Wealth Advisors, LLC | 7,390 | $77.6 萬 | 0.06% | +1,650+28.7% | 加碼 |
| Outlook Wealth Advisors, LLC | 7,409 | $77.9 萬 | 0.22% | −94−1.3% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 7,393 | $78.2 萬 | 0.02% | −58−0.8% | 減碼 |
| Prelude Capital Management, LLC | 7,471 | $78.5 萬 | 0.07% | +7,471 | 新進 |
| Sherman Porfolios, LLC | 7,476 | $78.6 萬 | 0.34% | +7,476 | 新進 |
| Greenleaf Trust | 7,551 | $79.4 萬 | 0.01% | +165+2.2% | 加碼 |
| Mindset Wealth Management, LLC | 7,585 | $79.7 萬 | 0.29% | +24+0.3% | 加碼 |
| CAPROCK Group, Inc. | 7,560 | $80.0 萬 | 0.03% | +2,511+49.7% | 加碼 |
| Two Sigma Advisers, LP | 7,700 | $80.9 萬 | 0.00% | +7,700 | 新進 |
| Independence Bank of Kentucky | 7,724 | $81.2 萬 | 0.12% | −4,086−34.6% | 減碼 |
| GM Advisory Group, Inc. | 7,789 | $81.9 萬 | 0.05% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 7,250 | $82.1 萬 | 0.05% | +112+1.6% | 加碼 |
| NewEdge Wealth, LLC | 7,819 | $82.2 萬 | 0.01% | −637−7.5% | 減碼 |
| Archer Investment Corp | 7,831 | $82.3 萬 | 0.22% | +31+0.4% | 加碼 |
| Essex Financial Services, Inc. | 7,843 | $82.4 萬 | 0.06% | −10.0% | 減碼 |
| TBH Global Asset Management, LLC | 7,844 | $82.5 萬 | 0.20% | +6+0.1% | 加碼 |
| HB Wealth Management, LLC | 7,891 | $82.9 萬 | 0.01% | −1,446−15.5% | 減碼 |
| Ibex Wealth Advisors | 7,908 | $83.1 萬 | 0.10% | +7,908 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,949 | $83.6 萬 | 0.12% | −1,465−15.6% | 減碼 |
| Equitable Holdings, Inc. | 7,959 | $83.7 萬 | 0.01% | +27+0.3% | 加碼 |
| RNC Capital Management LLC | 8,001 | $84.1 萬 | 0.04% | +8,001 | 新進 |
| Wedbush Securities Inc | 8,031 | $84.4 萬 | 0.03% | +192+2.4% | 加碼 |
| Checchi Capital Advisers, LLC | 8,034 | $84.4 萬 | 0.06% | −310−3.7% | 減碼 |
| Bailard, Inc. | 8,057 | $84.7 萬 | 0.02% | 00.0% | 不變 |
| Heartland Bank & Trust Co | 8,139 | $85.5 萬 | 0.46% | −267−3.2% | 減碼 |
| Mathes Company, Inc. | 8,150 | $85.6 萬 | 0.31% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 8,168 | $85.8 萬 | 0.04% | +37+0.5% | 加碼 |
| Atlantic Union Bankshares Corp | 8,171 | $85.9 萬 | 0.05% | 00.0% | 不變 |
| Rik Saylor Financial, Inc. | 8,212 | $86.3 萬 | 0.80% | +8,212 | 新進 |
| Atwood & Palmer Inc | 8,250 | $86.7 萬 | 0.06% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 8,283 | $87.1 萬 | 0.08% | −172−2.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 8,293 | $87.2 萬 | 0.01% | +647+8.5% | 加碼 |
| Bridgefront Capital, LLC | 8,340 | $87.7 萬 | 0.30% | +8,340 | 新進 |
| Fig Financial Advisory Services Inc | 8,502 | $89.4 萬 | 0.61% | +8,502 | 新進 |
| Allstate Corp | 8,513 | $89.5 萬 | 0.03% | +8,513 | 新進 |
| Pensionmark Financial Group, LLC | 8,534 | $89.7 萬 | 0.02% | +3,870+83.0% | 加碼 |
| Foundations Investment Advisors, LLC | 8,607 | $90.5 萬 | 0.02% | −1,180−12.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 8,679 | $91.2 萬 | 0.04% | −887−9.3% | 減碼 |
| Atlas Capital Advisors LLC | 8,688 | $91.3 萬 | 0.12% | +162+1.9% | 加碼 |
| Fortitude Family Office, LLC | 8,695 | $91.4 萬 | 0.33% | +147+1.7% | 加碼 |
| Versor Investments LP | 8,707 | $91.5 萬 | 0.16% | +8,707 | 新進 |
| Herold Advisors, Inc. | 8,756 | $92.0 萬 | 0.20% | +10.0% | 加碼 |
| Richard P Slaughter Associates Inc | 8,847 | $93.0 萬 | 0.21% | −1,405−13.7% | 減碼 |
| Monument Capital Management | 8,889 | $93.4 萬 | 0.26% | −218−2.4% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,906 | $93.6 萬 | 0.05% | +977+12.3% | 加碼 |
| Brinker Capital Investments, LLC | 8,920 | $93.8 萬 | 0.01% | +957+12.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 8,920 | $93.8 萬 | 0.01% | +957+12.0% | 加碼 |
| Virtus ETF Advisers LLC | 8,983 | $94.4 萬 | 0.39% | −6−0.1% | 減碼 |
| Founders Financial Alliance, LLC | 9,007 | $94.7 萬 | 0.26% | −485−5.1% | 減碼 |
| Ostrum Asset Management | 9,028 | $94.9 萬 | 0.08% | −373−4.0% | 減碼 |
| Columbia Asset Management | 9,087 | $95.5 萬 | 0.18% | −660−6.8% | 減碼 |
| Twinbeech Capital LP | 9,094 | $95.6 萬 | 0.02% | +9,094 | 新進 |
| Ullmann Financial Group, Inc. | 9,119 | $95.8 萬 | 0.12% | +44+0.5% | 加碼 |
| Strait & Sound Wealth Management LLC | 9,121 | $95.9 萬 | 0.45% | +5+0.1% | 加碼 |
| Exchange Traded Concepts, LLC | 9,147 | $96.1 萬 | 0.02% | +5,511+151.6% | 加碼 |
| Axecap Investments, LLC | 9,149 | $96.2 萬 | 0.72% | +515+6.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 9,179 | $96.5 萬 | 0.01% | −1,230−11.8% | 減碼 |
| Wetherby Asset Management Inc | 9,230 | $97.0 萬 | 0.05% | +289+3.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,318 | $97.9 萬 | 0.02% | +21+0.2% | 加碼 |
| Measured Wealth Private Client Group, LLC | 9,348 | $98.3 萬 | 0.32% | −309−3.2% | 減碼 |
| HRT Financial LP | 9,500 | $99.8 萬 | 0.01% | +9,500 | 新進 |
| Beacon Investment Advisors LLC | 9,501 | $99.9 萬 | 0.47% | −34−0.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 9,577 | $101.2 萬 | 0.01% | +1,283+15.5% | 加碼 |
| Aspire Private Capital, LLC | 9,638 | $101.3 萬 | 0.25% | +255+2.7% | 加碼 |
| Private Advisory Group LLC | 9,662 | $101.6 萬 | 0.11% | −443−4.4% | 減碼 |
| Integrated Wealth Concepts LLC | 9,781 | $102.8 萬 | 0.01% | −1,377−12.3% | 減碼 |
| Highland Capital Management, LLC | 9,852 | $103.6 萬 | 0.06% | +9,852 | 新進 |
| Verus Capital Partners, LLC | 9,854 | $103.6 萬 | 0.10% | −65−0.7% | 減碼 |
| Change Path, LLC | 9,915 | $104.2 萬 | 0.03% | +6,905+229.4% | 加碼 |
| Montag A & Associates Inc | 9,878 | $104.5 萬 | 0.05% | −400−3.9% | 減碼 |
| Smith Group Asset Management, LLC | 10,000 | $105.1 萬 | 0.08% | +10,000 | 新進 |
| Future Financial Wealth Managment LLC | 10,015 | $105.3 萬 | 0.77% | +30.0% | 加碼 |
| Sterling Capital Management LLC | 10,091 | $106.1 萬 | 0.01% | +2,296+29.5% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 10,200 | $107.2 萬 | 0.80% | −1,170−10.3% | 減碼 |
| Princeton Capital Management LLC | 10,257 | $107.8 萬 | 0.33% | −685−6.3% | 減碼 |
| Cardinal Point Capital Management, ULC | 10,200 | $107.9 萬 | 0.17% | +10,200 | 新進 |
| Plimoth Trust Co LLC | 10,328 | $108.6 萬 | 0.28% | 00.0% | 不變 |
| TownSquare Capital, LLC | 10,331 | $108.6 萬 | 0.01% | +202+2.0% | 加碼 |
| Level Four Advisory Services, LLC | 10,339 | $108.7 萬 | 0.04% | +142+1.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,341 | $108.7 萬 | 0.04% | +2,768+36.6% | 加碼 |
| Strategic Investment Advisors | 10,345 | $108.7 萬 | 0.12% | +255+2.5% | 加碼 |
| IHT Wealth Management, LLC | 10,421 | $109.5 萬 | 0.04% | −1,680−13.9% | 減碼 |
| iA Global Asset Management Inc. | 10,505 | $110.4 萬 | 0.02% | +10,505 | 新進 |
| Perpetual Ltd | 10,570 | $111.1 萬 | 0.01% | +4,280+68.0% | 加碼 |
| TCG Advisory Services, LLC | 10,610 | $111.5 萬 | 0.05% | +20.0% | 加碼 |
| Wellington Shields & Co., LLC | 10,643 | $111.9 萬 | 0.34% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 10,700 | $112.5 萬 | 0.00% | +10,700 | 新進 |
| National Asset Management, Inc. | 10,640 | $112.6 萬 | 0.04% | −4,854−31.3% | 減碼 |
| Schroder Investment Management Group | 10,897 | $113.0 萬 | 0.00% | −3,647−25.1% | 減碼 |
| Contravisory Investment Management, Inc. | 10,803 | $113.6 萬 | 0.24% | +158+1.5% | 加碼 |
| Ingalls & Snyder LLC | 10,810 | $113.6 萬 | 0.04% | −270−2.4% | 減碼 |
| Boston Private Wealth LLC | 10,878 | $114.3 萬 | 0.02% | +10,878 | 新進 |
| Abbot Financial Management, Inc. | 10,918 | $114.8 萬 | 0.57% | −115−1.0% | 減碼 |
| IMC-Chicago, LLC | 10,973 | $115.3 萬 | 0.03% | +10,973 | 新進 |
| Brookfield Asset Management Inc. | 11,124 | $116.9 萬 | 0.01% | −6,181−35.7% | 減碼 |
| Assenagon Asset Management S.A. | 11,150 | $117.2 萬 | 0.00% | −222−2.0% | 減碼 |
| Harbour Investments, Inc. | 11,203 | $117.8 萬 | 0.03% | +30.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 11,250 | $118.3 萬 | 0.57% | −8−0.1% | 減碼 |
| Chesley Taft & Associates LLC | 11,350 | $119.3 萬 | 0.06% | −350−3.0% | 減碼 |