INSM
INSMED Inc
+1.45 (+1.18%)124.03USD623K成交股數27.1B市值–本益比(近四季)23.8股價營收比+296.1%營收年增(近四季)2026-10-29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 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 18 · 45.3M · 6 |
| 其中 10b5-1 計畫賣出 | 15 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 80.6M |
| 近 180 天 淨額 | −80.6M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-09 | 09-11 | Brennan David R | Director | S 公開市場賣出 | 25.0K | 124.00 | 3.1M | 39.2K | SEC |
| 2026-08-17 | 08-19 | SHAROKY MELVIN MD | Director | S 公開市場賣出 | 5.0K | 127.53 | 638K | 0 | SEC |
| 2026-08-10 | 08-12 | Adsett Roger | Chief Operating Officer | S 公開市場賣出 | 240K | 133.27 | 32.0M | 98.7K | SEC |
| 2026-08-10 | 08-12 | Adsett Roger | Chief Operating Officer | M 選擇權執行 | 81.0K | 30.46 | 2.5M | 339K | SEC |
| 2026-08-10 | 08-12 | Adsett Roger | Chief Operating Officer | M 選擇權執行 | 76.6K | 17.16 | 1.3M | 258K | SEC |
| 2026-08-10 | 08-12 | Adsett Roger | Chief Operating Officer | M 選擇權執行 | 82.3K | 13.67 | 1.1M | 181K | SEC |
| 2026-08-06 | 08-07 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 8.9K | 127.00 | 1.1M | 78.8K | SEC |
| 2026-08-06 | 08-07 | Flammer Martina M.D. | Chief Medical Officer | M 選擇權執行 | 8.9K | 25.83 | 230K | 87.7K | SEC |
| 2026-08-06 | 08-07 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 18.3K | 129.40 | 2.4M | 60.5K | SEC |
| 2026-08-06 | 08-07 | Flammer Martina M.D. | Chief Medical Officer | M 選擇權執行 | 18.3K | 18.95 | 346K | 78.8K | SEC |
| 2026-07-23 | 07-24 | Lewis William | Chair and CEO | M 選擇權執行 | 6.3K | 30.46 | 191K | 265K | SEC |
| 2026-07-23 | 07-24 | Lewis William | Chair and CEO | M 選擇權執行 | 4.4K | 17.16 | 76K | 270K | SEC |
| 2026-07-23 | 07-24 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 4.8K | 105.62 | 510K | 265K | SEC |
| 2026-07-23 | 07-24 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 5.9K | 106.43 | 625K | 259K | SEC |
| 2026-07-09 | 07-10 | Lewis William | Chair and CEO | M 選擇權執行 | 6.3K | 30.46 | 191K | 265K | SEC |
| 2026-07-09 | 07-10 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 3.4K | 118.52 | 398K | 259K | SEC |
| 2026-07-09 | 07-10 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 2.3K | 117.62 | 275K | 262K | SEC |
| 2026-07-09 | 07-10 | Lewis William | Chair and CEO | M 選擇權執行 | 4.4K | 17.16 | 76K | 270K | SEC |
| 2026-07-09 | 07-10 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 5.0K | 116.55 | 583K | 265K | SEC |
| 2026-07-06 | 07-08 | Flammer Martina M.D. | Chief Medical Officer | M 選擇權執行 | 7.9K | 29.13 | 231K | 68.4K | SEC |
| 2026-07-06 | 07-08 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 7.4K | 110.60 | 824K | 60.5K | SEC |
| 2026-07-06 | 07-08 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 4.9K | 109.02 | 529K | 67.9K | SEC |
| 2026-07-06 | 07-08 | Flammer Martina M.D. | Chief Medical Officer | M 選擇權執行 | 4.4K | 19.74 | 86K | 72.8K | SEC |
| 2026-06-25 | 06-26 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 1.3K | 106.27 | 137K | 259K | SEC |
| 2026-06-25 | 06-26 | Lewis William | Chair and CEO | M 選擇權執行 | 8.9K | 17.16 | 152K | 280K | SEC |
| 2026-06-25 | 06-26 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 1.8K | 103.10 | 189K | 266K | SEC |
| 2026-06-25 | 06-26 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 2.5K | 105.27 | 259K | 260K | SEC |
| 2026-06-25 | 06-26 | Lewis William | Chair and CEO | M 選擇權執行 | 12.5K | 30.46 | 381K | 271K | SEC |
| 2026-06-25 | 06-26 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 12.1K | 102.34 | 1.2M | 268K | SEC |
| 2026-06-25 | 06-26 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 3.7K | 104.28 | 388K | 263K | SEC |
| 2026-06-23 | 06-24 | Butera Samuele | SVP, GM, Global Respiratory | A 獲配股票 | 7.3K | – | – | 7.3K | SEC |
| 2026-06-22 | 06-24 | Smith Michael Alexander | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.8K | 95.82 | 173K | 37.6K | SEC |
| 2026-06-08 | 06-10 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 6.5K | 94.03 | 613K | 259K | SEC |
| 2026-06-05 | 06-05 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 1.9K | 103.78 | 193K | 60.5K | SEC |
| 2026-06-03 | 06-05 | Bonstein Sara | Chief Financial Officer | S 公開市場賣出 | 2.4K | 102.27 | 246K | 69.1K | SEC |
| 2026-06-03 | 06-05 | Lewis William | Chair and CEO | S 公開市場賣出 | 7.6K | 102.27 | 778K | 265K | SEC |
| 2026-06-03 | 06-05 | Smith Michael Alexander | Chief Legal Officer | S 公開市場賣出 | 2.2K | 102.27 | 221K | 39.5K | SEC |
| 2026-06-03 | 06-05 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.6K | 102.27 | 262K | 62.3K | SEC |
| 2026-06-03 | 06-05 | Adsett Roger | Chief Operating Officer | S 公開市場賣出 | 2.4K | 102.27 | 242K | 98.6K | SEC |
| 2026-05-22 | 05-22 | Smith Michael Alexander | Chief Legal Officer | S 公開市場賣出(10b5-1) | 6.1K | 108.47 | 667K | 41.6K | SEC |
| 2026-05-18 | 05-20 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 11.8K | 106.39 | 1.3M | 281K | SEC |
| 2026-05-18 | 05-20 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 5.8K | 105.32 | 606K | 293K | SEC |
| 2026-05-18 | 05-20 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 8.0K | 106.97 | 853K | 273K | SEC |
| 2026-05-18 | 05-20 | Lewis William | Chair and CEO | M 選擇權執行 | 4.4K | 17.16 | 76K | 299K | SEC |
| 2026-05-18 | 05-20 | Lewis William | Chair and CEO | M 選擇權執行 | 6.3K | 30.46 | 191K | 294K | SEC |
| 2026-05-14 | 05-15 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 10.5K | 117.54 | 1.2M | 64.9K | SEC |
| 2026-05-13 | 05-15 | SHAROKY MELVIN MD | Director | A 獲配股票 | 3.3K | – | – | 246K | SEC |
| 2026-05-13 | 05-15 | Lewis William | Chair and CEO | S 公開市場賣出 | 13.3K | 116.18 | 1.5M | 288K | SEC |
| 2026-05-13 | 05-15 | Smith Michael Alexander | Chief Legal Officer | S 公開市場賣出 | 4.1K | 116.18 | 477K | 47.8K | SEC |
| 2026-05-13 | 05-15 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 3.4K | 116.18 | 393K | 75.4K | SEC |
| 2026-05-13 | 05-15 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 4.5K | 112.76 | 504K | 78.8K | SEC |
| 2026-05-13 | 05-15 | Desjardins Clarissa | Director | A 獲配股票 | 3.3K | – | – | 70.3K | SEC |
| 2026-05-13 | 05-15 | ANDERSON ELIZABETH M | Director | A 獲配股票 | 3.3K | – | – | 62.0K | SEC |
| 2026-05-13 | 05-15 | LEE LEO | Director | A 獲配股票 | 3.3K | – | – | 58.0K | SEC |
| 2026-05-13 | 05-15 | Adsett Roger | Chief Operating Officer | S 公開市場賣出 | 5.8K | 116.18 | 678K | 101K | SEC |
| 2026-05-13 | 05-15 | Brennan David R | Director | A 獲配股票 | 3.3K | – | – | 64.2K | SEC |
| 2026-05-13 | 05-15 | Bonstein Sara | Chief Financial Officer | S 公開市場賣出 | 8.3K | 116.18 | 961K | 71.5K | SEC |
| 2026-05-13 | 05-15 | SCHAFER CAROL | Director | A 獲配股票 | 3.3K | – | – | 66.6K | SEC |
| 2026-05-11 | 05-13 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 830 | 101.18 | 84K | 83.2K | SEC |
| 2026-05-11 | 05-13 | Flammer Martina M.D. | Chief Medical Officer | S 公開市場賣出(10b5-1) | 12.1K | 100.35 | 1.2M | 84.1K | SEC |
| 2026-05-11 | 05-13 | Flammer Martina M.D. | Chief Medical Officer | M 選擇權執行 | 12.9K | 17.07 | 221K | 96.2K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | M 選擇權執行 | 4.4K | 17.16 | 76K | 312K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | M 選擇權執行 | 6.3K | 30.46 | 191K | 307K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 5.3K | 137.01 | 729K | 306K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 381 | 139.60 | 53K | 301K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 599 | 135.18 | 81K | 311K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 2.7K | 137.86 | 375K | 303K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 433 | 134.18 | 58K | 311K | SEC |
| 2026-05-04 | 05-06 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 1.2K | 139.09 | 173K | 302K | SEC |
| 2026-04-16 | 04-17 | Lewis William | Chair and CEO | M 選擇權執行 | 4.4K | 17.16 | 76K | 312K | SEC |
| 2026-04-16 | 04-17 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 5.4K | 143.81 | 773K | 304K | SEC |
| 2026-04-16 | 04-17 | Lewis William | Chair and CEO | M 選擇權執行 | 6.3K | 30.46 | 191K | 307K | SEC |
| 2026-04-16 | 04-17 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 825 | 145.79 | 120K | 301K | SEC |
| 2026-04-16 | 04-17 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 2.3K | 144.66 | 326K | 302K | SEC |
| 2026-04-16 | 04-17 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 2.2K | 142.99 | 321K | 310K | SEC |
| 2026-04-06 | 04-08 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 1.4K | 164.01 | 235K | 301K | SEC |
| 2026-04-06 | 04-08 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 8.5K | 163.23 | 1.4M | 303K | SEC |
| 2026-04-06 | 04-08 | Lewis William | Chair and CEO | S 公開市場賣出(10b5-1) | 787 | 161.73 | 127K | 311K | SEC |
| 2026-04-06 | 04-08 | Lewis William | Chair and CEO | M 選擇權執行 | 4.4K | 17.16 | 76K | 312K | SEC |
| 2026-04-06 | 04-08 | Lewis William | Chair and CEO | M 選擇權執行 | 6.3K | 30.46 | 191K | 307K | 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 |
|---|---|---|---|---|
| FMR LLC | 16.1M | 1.7B | +3.0M (+23%) | 加碼 |
| BlackRock, Inc. | 15.8M | 1.7B | −870K (-5%) | 減碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.4M | 1.1B | +36.2K (+0%) | 加碼 |
| JPMORGAN CHASE & CO | 10.4M | 1.1B | −13.7M (-57%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.8M | 1.0B | +149K (+2%) | 加碼 |
| BAKER BROS. ADVISORS LP | 8.8M | 938M | +1.4M (+19%) | 加碼 |
| Capital International Investors | 8.2M | 878M | +2.6M (+47%) | 加碼 |
| Darwin Global Management, Ltd. | 6.4M | 674M | −10.4M (-62%) | 減碼 |
| AMERIPRISE FINANCIAL INC | 6.2M | 659M | +3.1M (+102%) | 加碼 |
| Orbis Allan Gray Ltd | 6.1M | 648M | +4.2M (+224%) | 加碼 |
| STATE STREET CORP | 6.1M | 645M | +500K (+9%) | 加碼 |
| 德劭 D. E. Shaw & Co., Inc. | 5.9M | 627M | +252K (+4%) | 加碼 |
| Artisan Partners Limited Partnership | 5.4M | 580M | −1.1M (-17%) | 減碼 |
| RTW INVESTMENTS, LP | 4.8M | 516M | 不變 | 持平 |
| GEODE CAPITAL MANAGEMENT, LLC | 4.2M | 449M | −230K (-5%) | 減碼 |
| 挪威主權基金 NORGES BANK | 3.4M | 360M | 新進 | 新進 |
| Jupiter Topco LLC | 2.6M | 278M | 新進 | 新進 |
| UBS Group AG | 2.6M | 276M | +847K (+49%) | 加碼 |
| 城堡 CITADEL ADVISORS LLC | 2.6M | 273M | +374K (+17%) | 加碼 |
| FRANKLIN RESOURCES INC | 2.3M | 242M | −344K (-13%) | 減碼 |
| MAVERICK CAPITAL LTD | 2.2M | 229M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 2.0M | 218M | +890K (+77%) | 加碼 |
| Qube Research & Technologies Ltd | 1.7M | 179M | +1.5M (+1033%) | 加碼 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.6M | 174M | +161K (+11%) | 加碼 |
| Integral Health Asset Management, LLC | 1.6M | 171M | +100K (+7%) | 加碼 |
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 | 665 -9 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 119 / 128 / 231 / 218 |
| 機構合計持股 · 佔流通股 | 224M · 100.0% |
| 合計季末市值 | 22.8B |
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 | 11.4M |
|---|---|
| 與上期比 | +5.0% |
| 佔流通股數 | 5.24% |
| 日均成交量 | 1.7M |
| 回補天數 | 6.9 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 | 11.4M | +5.0% | 5.24% | 1.7M | 6.9 |
| 2026-08-14 | 10.9M | -4.0% | 4.99% | 4.1M | 2.7 |
| 2026-07-31 | 11.4M | -2.4% | 5.20% | 2.2M | 5.1 |
| 2026-07-15 | 11.6M | -27.5% | 5.32% | 2.4M | 4.8 |
| 2026-06-30 | 16.0M | -14.0% | 7.34% | 5.8M | 2.8 |
| 2026-06-15 | 18.6M | -2.5% | 8.54% | 4.2M | 4.5 |
| 2026-05-29 | 19.1M | +8.7% | 8.76% | 3.1M | 6.1 |
| 2026-05-15 | 17.6M | +19.7% | 8.06% | 5.2M | 3.4 |
| 2026-04-30 | 14.7M | +6.2% | 6.74% | 1.6M | 9.3 |
| 2026-04-15 | 13.9M | +0.7% | 6.34% | 2.0M | 7.0 |
| 2026-03-31 | 13.8M | +37.0% | 6.30% | 3.0M | 4.7 |
| 2026-03-13 | 10.0M | -11.0% | 4.60% | 1.9M | 5.3 |
| 2026-02-27 | 11.3M | -1.8% | 5.16% | 2.6M | 4.4 |
| 2026-02-13 | 11.5M | -1.8% | 5.26% | 2.2M | 5.3 |
| 2026-01-30 | 11.7M | -1.6% | 5.36% | 2.5M | 4.8 |
| 2026-01-15 | 11.9M | +7.9% | 5.44% | 2.8M | 4.2 |
| 2025-12-31 | 11.0M | +23.4% | 5.04% | 4.7M | 2.3 |
| 2025-12-15 | 8.9M | -9.5% | 4.09% | 2.4M | 3.8 |
| 2025-11-28 | 9.9M | +10.5% | 4.52% | 3.5M | 2.8 |
| 2025-11-14 | 8.9M | +11.1% | 4.09% | 2.1M | 4.3 |
| 2025-10-31 | 8.0M | -15.3% | 3.68% | 2.3M | 3.5 |
| 2025-10-15 | 9.5M | -11.6% | 4.34% | 1.9M | 5.0 |
| 2025-09-30 | 10.7M | +1.4% | 4.91% | 2.3M | 4.7 |
| 2025-09-15 | 10.6M | +0.1% | 4.84% | 2.2M | 4.9 |
| 2025-08-29 | 10.6M | +0.6% | 4.84% | 2.2M | 4.8 |
| 2025-08-15 | 10.5M | +10.1% | 4.81% | 3.7M | 2.8 |