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。
2025 年第 1 季 13F 持有人
Iron Mountain Inc 在 2025/3/31 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
- 995
- 較 2024 年第 4 季 −56 家
- 持有股數
- 2.45 億
- 較 2024 年第 4 季 +1,085 萬 (+4.6%)
- 總市值
- $210.8 億
- 較 2024 年第 4 季 −$35.6 億 (−14.4%)
- 新進機構
- 88
- 另有 348 家加碼
- 清倉機構
- 144
- 另有 401 家減碼
另有 16 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 5,427 | $46.6 萬 | 0.04% | +5,422+108,440.0% | 加碼 |
| Davis R M Inc | 5,418 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 5,432 | $46.7 萬 | 0.01% | −267−4.7% | 減碼 |
| Pensionmark Financial Group, LLC | 5,484 | $47.2 萬 | 0.01% | −3,050−35.7% | 減碼 |
| Somerset Trust Co | 5,501 | $47.3 萬 | 0.17% | +816+17.4% | 加碼 |
| West Wealth Group, LLC | 5,500 | $47.8 萬 | 0.14% | +500+10.0% | 加碼 |
| GF Fund Management Co. Ltd. | 5,558 | $47.8 萬 | 0.01% | +228+4.3% | 加碼 |
| Financial Management Professionals, Inc. | 5,574 | $48.0 萬 | 0.06% | +140+2.6% | 加碼 |
| Washington Trust Co | 5,586 | $48.1 萬 | 0.02% | −1,300−18.9% | 減碼 |
| Pinnacle Family Advisors, LLC | 5,588 | $48.1 萬 | 0.26% | +20+0.4% | 加碼 |
| Garden State Investment Advisory Services LLC | 5,554 | $48.2 萬 | 0.15% | +10.0% | 加碼 |
| Arete Wealth Advisors, LLC | 5,655 | $48.7 萬 | 0.04% | −1,735−23.5% | 減碼 |
| Fidelis Capital Partners, LLC | 5,572 | $48.9 萬 | 0.05% | −642−10.3% | 減碼 |
| Virtu Financial LLC | 5,695 | $49.0 萬 | 0.03% | +5,695 | 新進 |
| EWG Elevate Inc. | 5,722 | $49.2 萬 | 0.19% | −120−2.1% | 減碼 |
| Empowered Funds, LLC | 5,728 | $49.3 萬 | 0.01% | +537+10.3% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 5,741 | $49.4 萬 | 0.01% | +751+15.1% | 加碼 |
| Kapstone Financial Advisors LLC | 5,792 | $49.8 萬 | 0.28% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 5,853 | $50.4 萬 | 0.02% | +4,373+295.5% | 加碼 |
| Strategic Investment Advisors | 5,860 | $50.4 萬 | 0.05% | −4,485−43.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 5,934 | $51.1 萬 | 0.01% | −459−7.2% | 減碼 |
| Sheets Smith Wealth Management | 5,940 | $51.1 萬 | 0.06% | −115−1.9% | 減碼 |
| TD Private Client Wealth LLC | 6,000 | $51.6 萬 | 0.01% | +9+0.2% | 加碼 |
| Fisher Asset Management, LLC | 6,157 | $53.0 萬 | 0.00% | +570+10.2% | 加碼 |
| Summit Financial, LLC | 6,179 | $53.2 萬 | 0.01% | +44+0.7% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,220 | $53.5 萬 | 0.02% | +42+0.7% | 加碼 |
| Signaturefd, LLC | 6,223 | $53.5 萬 | 0.01% | −18−0.3% | 減碼 |
| Boothbay Fund Management, LLC | 6,385 | $54.9 萬 | 0.02% | +3,884+155.3% | 加碼 |
| Columbia Asset Management | 6,392 | $55.0 萬 | 0.11% | −2,695−29.7% | 減碼 |
| Centaurus Financial, Inc. | 6,434 | $55.4 萬 | 0.03% | −212−3.2% | 減碼 |
| Neo Ivy Capital Management | 6,468 | $55.7 萬 | 0.18% | +5,697+738.9% | 加碼 |
| Integrity Alliance, LLC. | 6,559 | $56.4 萬 | 0.02% | +6,559 | 新進 |
| CWM, LLC | 6,595 | $56.7 萬 | 0.00% | −245−3.6% | 減碼 |
| Diversify Advisory Services, LLC | 6,480 | $57.2 萬 | 0.04% | +123+1.9% | 加碼 |
| Smith Asset Management Co., LLC | 6,655 | $57.3 萬 | 0.54% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 6,683 | $57.5 萬 | 0.04% | −345−4.9% | 減碼 |
| Westpac Banking Corp | 6,706 | $57.7 萬 | 0.04% | +2,501+59.5% | 加碼 |
| Catalytic Wealth RIA, LLC | 6,734 | $57.9 萬 | 0.11% | +582+9.5% | 加碼 |
| Ellevest, Inc. | 6,808 | $58.6 萬 | 0.04% | −283−4.0% | 減碼 |
| Fiduciary Group LLC | 7,000 | $60.2 萬 | 0.06% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 7,041 | $60.6 萬 | 0.01% | −6−0.1% | 減碼 |
| Massmutual Trust Co FSB | 7,078 | $60.9 萬 | 0.02% | +142+2.0% | 加碼 |
| Coldstream Capital Management Inc | 7,102 | $61.1 萬 | 0.01% | −80−1.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 7,168 | $61.7 萬 | 0.01% | −121−1.7% | 減碼 |
| Inceptionr LLC | 7,214 | $62.1 萬 | 0.19% | +7,214 | 新進 |
| United Services Automobile Association | 7,308 | $62.2 萬 | 0.02% | +7,308 | 新進 |
| Badgley Phelps Wealth Managers, LLC | 7,270 | $62.6 萬 | 0.02% | −123−1.7% | 減碼 |
| Outlook Wealth Advisors, LLC | 7,281 | $62.6 萬 | 0.17% | −128−1.7% | 減碼 |
| GM Advisory Group, Inc. | 7,302 | $62.8 萬 | 0.03% | −487−6.3% | 減碼 |
| Greenleaf Trust | 7,368 | $63.4 萬 | 0.01% | −183−2.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,475 | $64.3 萬 | 0.01% | +286+4.0% | 加碼 |
| Sterling Capital Management LLC | 7,502 | $64.5 萬 | 0.01% | −2,589−25.7% | 減碼 |
| TBH Global Asset Management, LLC | 7,509 | $64.6 萬 | 0.12% | −335−4.3% | 減碼 |
| Miracle Mile Advisors, LLC | 7,545 | $64.9 萬 | 0.01% | +4,330+134.7% | 加碼 |
| Csenge Advisory Group | 7,737 | $65.2 萬 | 0.04% | −4,137−34.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,668 | $65.3 萬 | 0.10% | −281−3.5% | 減碼 |
| Equitable Holdings, Inc. | 7,600 | $65.4 萬 | 0.01% | −359−4.5% | 減碼 |
| Mindset Wealth Management, LLC | 7,657 | $65.9 萬 | 0.26% | +72+0.9% | 加碼 |
| Integrated Advisors Network LLC | 7,669 | $66.0 萬 | 0.03% | −499−6.1% | 減碼 |
| Independence Bank of Kentucky | 7,724 | $66.5 萬 | 0.10% | 00.0% | 不變 |
| FIL Ltd | 7,740 | $66.6 萬 | 0.00% | +2,193+39.5% | 加碼 |
| Integrated Wealth Concepts LLC | 7,745 | $66.6 萬 | 0.01% | −2,036−20.8% | 減碼 |
| Aptus Capital Advisors, LLC | 7,747 | $66.7 萬 | 0.01% | +2,393+44.7% | 加碼 |
| Archer Investment Corp | 7,800 | $67.1 萬 | 0.17% | −31−0.4% | 減碼 |
| Essex Financial Services, Inc. | 7,836 | $67.4 萬 | 0.05% | −7−0.1% | 減碼 |
| V-Square Quantitative Management LLC | 7,918 | $68.1 萬 | 0.10% | +899+12.8% | 加碼 |
| Wedbush Securities Inc | 7,942 | $68.3 萬 | 0.03% | −89−1.1% | 減碼 |
| Bailard, Inc. | 7,942 | $68.3 萬 | 0.02% | −115−1.4% | 減碼 |
| RNC Capital Management LLC | 8,001 | $68.8 萬 | 0.04% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 8,012 | $68.9 萬 | 0.04% | −159−1.9% | 減碼 |
| Mathes Company, Inc. | 8,050 | $69.3 萬 | 0.28% | −100−1.2% | 減碼 |
| Point72 (DIFC) Ltd | 8,171 | $70.3 萬 | 0.07% | +8,171 | 新進 |
| Atlas Capital Advisors LLC | 8,199 | $70.5 萬 | 0.09% | −489−5.6% | 減碼 |
| TD Waterhouse Canada Inc. | 8,157 | $70.7 萬 | 0.01% | −24,577−75.1% | 減碼 |
| Rik Saylor Financial, Inc. | 8,222 | $70.7 萬 | 0.62% | +10+0.1% | 加碼 |
| Atwood & Palmer Inc | 8,250 | $71.0 萬 | 0.05% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 8,291 | $71.3 萬 | 0.01% | −22,653−73.2% | 減碼 |
| Cardinal Point Capital Management, ULC | 8,200 | $71.4 萬 | 0.07% | −2,000−19.6% | 減碼 |
| WealthBridge Capital Management, LLC | 8,352 | $71.9 萬 | 0.20% | −4,829−36.6% | 減碼 |
| Genesee Capital Advisors, LLC | 8,379 | $72.1 萬 | 0.36% | −5,010−37.4% | 減碼 |
| Future Financial Wealth Managment LLC | 8,416 | $72.4 萬 | 0.53% | −1,599−16.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,466 | $72.8 萬 | 0.05% | +8,466 | 新進 |
| Capstone Investment Advisors, LLC | 8,524 | $73.3 萬 | 0.01% | +5,805+213.5% | 加碼 |
| Measured Wealth Private Client Group, LLC | 8,533 | $73.4 萬 | 0.24% | −815−8.7% | 減碼 |
| Flagship Harbor Advisors, LLC | 8,540 | $73.5 萬 | 0.04% | −366−4.1% | 減碼 |
| Fiduciary Family Office, LLC | 8,582 | $73.8 萬 | 0.25% | +8,582 | 新進 |
| Brinker Capital Investments, LLC | 8,657 | $74.5 萬 | 0.01% | −263−2.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 8,657 | $74.5 萬 | 0.01% | −263−2.9% | 減碼 |
| Savant Capital, LLC | 8,714 | $75.0 萬 | 0.01% | −3,016−25.7% | 減碼 |
| Herold Advisors, Inc. | 8,757 | $75.3 萬 | 0.17% | +10.0% | 加碼 |
| Princeton Capital Management LLC | 8,792 | $75.6 萬 | 0.27% | −1,465−14.3% | 減碼 |
| Colonial River Wealth Management, LLC | 8,795 | $75.7 萬 | 0.42% | −5,223−37.3% | 減碼 |
| Glenmede Trust Co NA | 8,819 | $75.9 萬 | 0.00% | +1,750+24.8% | 加碼 |
| Checchi Capital Advisers, LLC | 8,869 | $76.3 萬 | 0.05% | +835+10.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 8,873 | $76.3 萬 | 0.01% | +580+7.0% | 加碼 |
| Oppenheimer & Co Inc | 8,974 | $77.2 萬 | 0.01% | −4,012−30.9% | 減碼 |
| MAI Capital Management | 8,998 | $77.4 萬 | 0.01% | −3,872−30.1% | 減碼 |
| Founders Financial Alliance, LLC | 9,029 | $77.7 萬 | 0.19% | +22+0.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 9,083 | $78.1 萬 | 0.07% | +800+9.7% | 加碼 |
| Ullmann Financial Group, Inc. | 9,169 | $78.9 萬 | 0.10% | +50+0.5% | 加碼 |