AMRZ
Amrize Ltd
+0.08 (+0.21%)38.48USD1.5M成交股數21.0B市值17.3本益比(近四季)1.7股價營收比+8.6%營收年增(近四季)2026-10-27下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 17 · 2.6M · 11 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 5.4M · 0 |
| 近 180 天 淨額 | 5.4M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-02 | 09-03 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 10.0K | 42.37 | 424K | 1.8M | SEC |
| 2026-09-02 | 09-03 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 1.0K | 42.44 | 42K | 1.8M | SEC |
| 2026-09-02 | 09-03 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 2.0K | 42.53 | 85K | 517K | SEC |
| 2026-09-02 | 09-03 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 2.0K | 42.47 | 85K | 519K | SEC |
| 2026-09-02 | 09-03 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 15.0K | 42.53 | 638K | 1.8M | SEC |
| 2026-08-27 | 08-31 | Gibson Dwight Audley Konrad | Director | P 公開市場買進 | 5 | 44.58 | 243.85 | 5.2K | SEC |
| 2026-08-26 | 08-26 | Sanche Jacques Wolf | Director | P 公開市場買進 | 4.2K | 45.02 | 187K | 9.8K | SEC |
| 2026-08-25 | 08-26 | Singleton Denise R | Chief Legal Officer & Corp Sec | P 公開市場買進 | 3.5K | 44.12 | 154K | 7.5K | SEC |
| 2026-08-25 | 08-25 | Forrest Nollaig | Chief Mktg & Corp Affairs Off | P 公開市場買進 | 1.5K | 44.15 | 66K | 21.6K | SEC |
| 2026-08-17 | 08-18 | Poletti Samuel Jonas | Chief Strategy & M&A Officer | P 公開市場買進 | 2.5K | 46.92 | 118K | 10.2K | SEC |
| 2026-08-12 | 08-13 | Oran Baris | Chief Financial Officer | P 公開市場買進 | 3.0K | 47.13 | 141K | 6.0K | SEC |
| 2026-08-11 | 08-13 | Gross Mario | Chief Supply Chain Officer | P 公開市場買進 | 3.2K | 46.62 | 149K | 38.1K | SEC |
| 2026-08-11 | 08-13 | Brouwer Roald | Chief Technology Officer | P 公開市場買進 | 1.5K | 46.36 | 70K | 21.5K | SEC |
| 2026-08-11 | 08-13 | Clark Stephen S | Chief People Officer | P 公開市場買進 | 5.3K | 47.31 | 249K | 10.6K | SEC |
| 2026-08-11 | 08-13 | Hill Jaime | President, Building Materials | P 公開市場買進 | 1.5K | 47.12 | 71K | 29.7K | SEC |
| 2026-08-11 | 08-13 | Oran Baris | Chief Financial Officer | P 公開市場買進 | 3.0K | 47.38 | 142K | 3.0K | SEC |
| 2026-08-11 | 08-13 | Gross Mario | Chief Supply Chain Officer | P 公開市場買進 | 368 | 46.38 | 17K | 38.5K | SEC |
| 2026-06-30 | 07-07 | Brouwer Roald | Chief Technology Officer | A 獲配股票 | 233 | 45.31 | 11K | 20.0K | SEC |
| 2026-05-22 | 05-26 | Forrest Nollaig | Chief Mktg & Corp Affairs Off | P 公開市場買進 | 2.0K | 50.25 | 101K | 20.1K | SEC |
| 2026-05-21 | 05-21 | Brouwer Roald | Chief Technology Officer | P 公開市場買進 | 1.5K | 49.84 | 75K | 19.8K | SEC |
| 2026-05-20 | 05-21 | Gross Mario | Chief Supply Chain Officer | P 公開市場買進 | 1.2K | 48.63 | 58K | 34.7K | SEC |
| 2026-05-19 | 05-21 | Gross Mario | Chief Supply Chain Officer | P 公開市場買進 | 1.0K | 48.63 | 49K | 33.7K | SEC |
| 2026-05-19 | 05-21 | Gross Mario | Chief Supply Chain Officer | P 公開市場買進 | 1.8K | 49.47 | 89K | 32.7K | SEC |
| 2026-05-19 | 05-20 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 1.0K | 48.55 | 49K | 1.7M | SEC |
| 2026-05-19 | 05-20 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 3.0K | 49.96 | 150K | 515K | SEC |
| 2026-05-19 | 05-20 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 2.0K | 48.72 | 97K | 1.7M | SEC |
| 2026-05-19 | 05-20 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 3.0K | 49.63 | 149K | 1.7M | SEC |
| 2026-05-19 | 05-20 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 7.0K | 49.69 | 348K | 1.7M | SEC |
| 2026-05-19 | 05-20 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 1.4K | 48.50 | 66K | 1.7M | SEC |
| 2026-05-19 | 05-20 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 1.6K | 48.69 | 80K | 1.7M | SEC |
| 2026-05-15 | 05-18 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 13.4K | 49.69 | 667K | 1.7M | SEC |
| 2026-05-15 | 05-18 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 8.0K | 49.63 | 397K | 1.7M | SEC |
| 2026-05-15 | 05-18 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 7.0K | 49.12 | 344K | 512K | SEC |
| 2026-05-05 | 05-07 | Clark Stephen S | Chief People Officer | P 公開市場買進 | 2 | 52.75 | 113.41 | 5.3K | SEC |
| 2026-04-21 | 04-22 | Wilbur Maria Cristina Alapag | Director | A 獲配股票 | 3.0K | – | – | 5.9K | SEC |
| 2026-04-21 | 04-22 | Ladhani Holli C. | Director | F 繳稅扣股 | 740 | 57.12 | 42K | 2.2K | SEC |
| 2026-04-21 | 04-22 | Ladhani Holli C. | Director | A 獲配股票 | 3.0K | – | – | 5.2K | SEC |
| 2026-04-21 | 04-22 | NEWMAN DONALD P | Director | A 獲配股票 | 3.0K | – | – | 3.0K | SEC |
| 2026-04-21 | 04-22 | McKelvy Michael E | Director | F 繳稅扣股 | 740 | 57.12 | 42K | 2.2K | SEC |
| 2026-04-21 | 04-22 | McKelvy Michael E | Director | A 獲配股票 | 3.0K | – | – | 5.2K | SEC |
| 2026-04-21 | 04-22 | Gangestad Nicholas C | Director | F 繳稅扣股 | 740 | 57.12 | 42K | 4.2K | SEC |
| 2026-04-21 | 04-22 | Gangestad Nicholas C | Director | A 獲配股票 | 3.0K | – | – | 7.2K | SEC |
| 2026-04-21 | 04-22 | Gibson Dwight Audley Konrad | Director | F 繳稅扣股 | 740 | 57.12 | 42K | 2.2K | SEC |
| 2026-04-21 | 04-22 | Gibson Dwight Audley Konrad | Director | A 獲配股票 | 3.0K | – | – | 5.2K | SEC |
| 2026-04-21 | 04-22 | Rivkin Robert S. | Director | F 繳稅扣股 | 740 | 57.12 | 42K | 2.2K | SEC |
| 2026-04-21 | 04-22 | Rivkin Robert S. | Director | A 獲配股票 | 3.0K | – | – | 5.2K | SEC |
| 2026-04-21 | 04-22 | Wilbur Maria Cristina Alapag | Director | F 繳稅扣股 | 190 | 57.12 | 11K | 3.0K | SEC |
| 2026-04-21 | 04-22 | Roth Pellanda Katja Nicole | Director | F 繳稅扣股 | 190 | 57.12 | 11K | 2.8K | SEC |
| 2026-04-21 | 04-22 | Roth Pellanda Katja Nicole | Director | A 獲配股票 | 3.0K | – | – | 5.7K | SEC |
| 2026-04-21 | 04-22 | Oleas Jurg Amadeo | Director | F 繳稅扣股 | 157 | 57.12 | 9K | 20.9K | SEC |
| 2026-04-21 | 04-22 | Oleas Jurg Amadeo | Director | A 獲配股票 | 3.0K | – | – | 23.9K | SEC |
| 2026-04-21 | 04-22 | Sanche Jacques Wolf | Director | A 獲配股票 | 3.0K | – | – | 5.6K | SEC |
| 2026-03-21 | 03-23 | Gosa James J | President, Building Envelope | F 繳稅扣股 | 14.5K | 52.56 | 764K | 41.3K | SEC |
| 2026-03-13 | 03-16 | Brouwer Roald | Chief Technology Officer | P 公開市場買進 | 2.0K | 54.88 | 110K | 18.3K | SEC |
| 2026-03-13 | 03-16 | Gross Mario | Chief Supply Chain Officer | P 公開市場買進 | 2.0K | 55.39 | 111K | 29.7K | SEC |
| 2026-03-13 | 03-16 | Gross Mario | Chief Supply Chain Officer | P 公開市場買進 | 1.2K | 55.13 | 66K | 30.9K | SEC |
| 2026-03-12 | 03-12 | Hill Jaime | President, Building Materials | P 公開市場買進 | 1.0K | 56.90 | 57K | 28.0K | SEC |
| 2026-03-11 | 03-11 | Brouwer Roald | Chief Technology Officer | P 公開市場買進 | 3.0K | 58.72 | 176K | 16.3K | SEC |
| 2026-03-11 | 03-11 | Hill Jaime | President, Building Materials | P 公開市場買進 | 1.0K | 58.91 | 59K | 27.0K | SEC |
| 2026-03-10 | 03-11 | Johnston Ian A | Chief Financial Officer | P 公開市場買進 | 4.3K | 58.94 | 250K | 25.1K | SEC |
| 2026-03-09 | 03-10 | Hill Jaime | President, Building Materials | P 公開市場買進 | 3.2K | 56.34 | 179K | 26.0K | SEC |
| 2026-03-06 | 03-09 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 60.0K | 58.05 | 3.5M | 1.7M | SEC |
| 2026-02-27 | 03-03 | Johnston Ian A | Chief Financial Officer | A 獲配股票 | 4.3K | – | – | 22.8K | SEC |
| 2026-02-27 | 03-03 | Johnston Ian A | Chief Financial Officer | F 繳稅扣股 | 1.9K | 64.99 | 126K | 20.9K | SEC |
| 2026-02-27 | 03-03 | Hill Jaime | President, Building Materials | A 獲配股票 | 6.4K | – | – | 24.7K | SEC |
| 2026-02-27 | 03-03 | Hill Jaime | President, Building Materials | F 繳稅扣股 | 1.9K | 64.99 | 125K | 22.8K | SEC |
| 2026-02-27 | 03-03 | Gross Mario | Chief Supply Chain Officer | A 獲配股票 | 4.3K | – | – | 27.7K | SEC |
| 2026-02-27 | 03-03 | Forrest Nollaig | Chief Mktg & Corp Affairs Off | A 獲配股票 | 11.2K | – | – | 22.8K | SEC |
| 2026-02-27 | 03-03 | Forrest Nollaig | Chief Mktg & Corp Affairs Off | F 繳稅扣股 | 4.7K | 64.99 | 304K | 18.1K | SEC |
| 2026-02-27 | 03-03 | Brouwer Roald | Chief Technology Officer | A 獲配股票 | 4.3K | – | – | 13.3K | SEC |
| 2026-02-27 | 03-03 | Poletti Samuel Jonas | Chief Strategy & M&A Officer | A 獲配股票 | 4.3K | – | – | 7.6K | SEC |
| 2026-02-27 | 03-03 | Jenisch Jan Philipp | Chairman & CEO | A 獲配股票 | 139K | – | – | 1.6M | SEC |
| 2026-02-19 | 02-23 | Johnston Ian A | Chief Financial Officer | P 公開市場買進 | 995 | 63.92 | 64K | 18.3K | SEC |
| 2026-02-19 | 02-23 | Johnston Ian A | Chief Financial Officer | P 公開市場買進 | 205 | 63.91 | 13K | 18.5K | SEC |
| 2025-11-19 | 11-20 | Gangestad Nicholas C | Director | P 公開市場買進 | 2.0K | 47.34 | 95K | 5.0K | SEC |
| 2025-11-04 | 11-06 | Hill Jaime | President, Building Materials | P 公開市場買進 | 4.0K | 50.69 | 203K | 18.1K | SEC |
| 2025-10-31 | 11-04 | Brouwer Roald | Chief Technology Officer | P 公開市場買進 | 3.0K | 51.78 | 155K | 8.0K | SEC |
| 2025-10-31 | 11-04 | Brouwer Roald | Chief Technology Officer | P 公開市場買進 | 1.0K | 51.76 | 52K | 9.0K | SEC |
| 2025-10-30 | 10-31 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 55.0K | 52.64 | 2.9M | 1.5M | SEC |
| 2025-10-30 | 10-31 | Jenisch Jan Philipp | Chairman & CEO | P 公開市場買進 | 55.0K | 52.88 | 2.9M | 505K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 21.3M | 1.1B | +702K (+3%) | 加碼 |
| BlackRock, Inc. | 16.2M | 862M | +732K (+5%) | 加碼 |
| HARRIS ASSOCIATES L P | 14.0M | 746M | +2.6M (+23%) | 加碼 |
| 挪威主權基金 NORGES BANK | 14.1M | 746M | 新進 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10.8M | 576M | +167K (+2%) | 加碼 |
| Invesco Ltd. | 8.6M | 458M | +8.0M (+1259%) | 加碼 |
| UBS Group AG | 8.3M | 440M | −2.7M (-24%) | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7.5M | 402M | −4.5M (-37%) | 減碼 |
| VANGUARD FIDUCIARY TRUST CO | 7.3M | 389M | +231K (+3%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 6.2M | 329M | −70.0K (-1%) | 減碼 |
| Pictet Asset Management Holding SA | 5.9M | 312M | +656K (+13%) | 加碼 |
| STATE STREET CORP | 5.3M | 281M | +659K (+14%) | 加碼 |
| JPMORGAN CHASE & CO | 5.2M | 278M | +1.4M (+37%) | 加碼 |
| VICTORY CAPITAL MANAGEMENT INC | 4.9M | 259M | +973K (+25%) | 加碼 |
| Vontobel Holding Ltd. | 4.8M | 254M | +734K (+18%) | 加碼 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.4M | 235M | +348K (+9%) | 加碼 |
| AMERICAN CENTURY COMPANIES INC | 4.3M | 230M | +645K (+18%) | 加碼 |
| DEUTSCHE BANK AG\ | 4.1M | 220M | +1.1M (+36%) | 加碼 |
| FMR LLC | 3.8M | 201M | +221K (+6%) | 加碼 |
| BARCLAYS PLC | 3.6M | 192M | +1.4M (+67%) | 加碼 |
| River Road Asset Management, LLC | 3.3M | 178M | +1.1M (+49%) | 加碼 |
| First Pacific Advisors, LP | 3.2M | 169M | +30.9K (+1%) | 加碼 |
| FIRST MANHATTAN CO. LLC. | 3.1M | 168M | −793K (-20%) | 減碼 |
| Allspring Global Investments Holdings, LLC | 3.1M | 162M | −1.7M (-36%) | 減碼 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.7M | 144M | −4.0M (-60%) | 減碼 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 463 +14 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 74 / 60 / 196 / 117 |
| 機構合計持股 · 佔流通股 | 257M · 47.1% |
| 合計季末市值 | 13.5B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 9.2M |
|---|---|
| 與上期比 | +22.9% |
| 佔流通股數 | 1.68% |
| 日均成交量 | 3.7M |
| 回補天數 | 2.5 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 9.2M | +22.9% | 1.68% | 3.7M | 2.5 |
| 2026-08-14 | 7.5M | -6.7% | 1.37% | 4.3M | 1.7 |
| 2026-07-31 | 8.0M | -3.9% | 1.47% | 2.6M | 3.1 |
| 2026-07-15 | 8.3M | -5.2% | 1.52% | 2.7M | 3.1 |
| 2026-06-30 | 8.8M | +4.7% | 1.61% | 3.2M | 2.8 |
| 2026-06-15 | 8.4M | +14.7% | 1.54% | 3.4M | 2.5 |
| 2026-05-29 | 7.3M | -9.2% | 1.34% | 3.7M | 2.0 |
| 2026-05-15 | 8.1M | +14.4% | 1.48% | 2.5M | 3.2 |
| 2026-04-30 | 7.1M | +3.9% | 1.29% | 3.1M | 2.3 |
| 2026-04-15 | 6.8M | +14.3% | 1.24% | 2.2M | 3.1 |
| 2026-03-31 | 5.9M | -5.6% | 1.09% | 2.7M | 2.2 |
| 2026-03-13 | 6.3M | -21.7% | 1.15% | 3.8M | 1.7 |
| 2026-02-27 | 8.0M | -19.6% | 1.47% | 4.4M | 1.8 |
| 2026-02-13 | 10.0M | +8.9% | 1.83% | 4.0M | 2.5 |
| 2026-01-30 | 9.2M | -7.8% | 1.68% | 2.9M | 3.2 |
| 2026-01-15 | 9.9M | -12.7% | 1.82% | 3.0M | 3.3 |
| 2025-12-31 | 11.4M | +40.0% | 2.08% | 2.5M | 4.5 |
| 2025-12-15 | 8.1M | -11.1% | 1.49% | 5.1M | 1.6 |
| 2025-11-28 | 9.2M | -9.2% | 1.67% | 7.6M | 1.2 |
| 2025-11-14 | 10.1M | +2.0% | 1.85% | 3.4M | 3.0 |
| 2025-10-31 | 9.9M | -13.1% | 1.81% | 3.6M | 2.8 |
| 2025-10-15 | 11.4M | +30.2% | 2.08% | 3.2M | 3.6 |
| 2025-09-30 | 8.7M | +59.8% | 1.60% | 7.9M | 1.1 |
| 2025-09-15 | 5.5M | +32.9% | 1.00% | 3.2M | 1.7 |
| 2025-08-29 | 4.1M | -12.4% | 0.75% | 1.8M | 2.3 |
| 2025-08-15 | 4.7M | +50.5% | 0.86% | 3.4M | 1.4 |