KVUE
Kenvue Inc.
-0.00 (-0.03%)17.83USD6.1M成交股數34.2B市值20.7本益比(近四季)2.2股價營收比+3.0%營收年增(近四季)2026-11-05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 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 747K |
| 近 180 天 淨額 | −747K |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-31 | 08-04 | Dasgupta Anindya | Group President APAC | M 選擇權執行 | 16.4K | – | – | 16.4K | SEC |
| 2026-06-10 | 06-12 | Howlett Heather | CFO & CAO | S 公開市場賣出 | 3.7K | 18.11 | 67K | 29.3K | SEC |
| 2026-05-08 | 05-12 | Orlando Matthew | General Counsel | S 公開市場賣出 | 38.5K | 17.66 | 680K | 0 | SEC |
| 2026-05-01 | 05-26 | Curado Gomes de Lemos Leonardo | Group President LATAM | F 繳稅扣股 | 7.1K | 17.43 | 124K | 17.1K | SEC |
| 2026-05-01 | 05-26 | Curado Gomes de Lemos Leonardo | Group President LATAM | M 選擇權執行 | 24.2K | – | – | 24.2K | SEC |
| 2026-03-10 | 03-12 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 358 | 18.16 | 7K | 93.6K | SEC |
| 2026-03-10 | 03-12 | Lawson Carlton | Group President EMEA & LA | M 選擇權執行 | 6.2K | – | – | 111K | SEC |
| 2026-03-10 | 03-12 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 357 | 18.16 | 6K | 61.4K | SEC |
| 2026-03-10 | 03-12 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 4.3K | – | – | 94.9K | SEC |
| 2026-03-10 | 03-12 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 697 | – | – | 61.8K | SEC |
| 2026-03-10 | 03-12 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 1.7K | 17.96 | 31K | 61.1K | SEC |
| 2026-03-10 | 03-12 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 1.7K | 17.96 | 31K | 93.1K | SEC |
| 2026-03-10 | 03-12 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 3.5K | – | – | 62.8K | SEC |
| 2026-03-10 | 03-12 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 840 | – | – | 94.0K | SEC |
| 2026-03-05 | 03-09 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 2.1K | 18.25 | 38K | 59.3K | SEC |
| 2026-03-05 | 03-09 | Howlett Heather | VP & Chief Accounting Officer | F 繳稅扣股 | 933 | 18.25 | 17K | 33.0K | SEC |
| 2026-03-05 | 03-09 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 4.3K | – | – | 61.4K | SEC |
| 2026-03-05 | 03-09 | Howlett Heather | VP & Chief Accounting Officer | M 選擇權執行 | 2.7K | – | – | 33.9K | SEC |
| 2026-03-05 | 03-09 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 1.7K | 18.25 | 31K | 90.5K | SEC |
| 2026-03-05 | 03-09 | Lawson Carlton | Group President EMEA & LA | M 選擇權執行 | 7.7K | – | – | 105K | SEC |
| 2026-03-05 | 03-09 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 6.2K | – | – | 92.2K | SEC |
| 2026-03-03 | 03-04 | Howlett Heather | VP & Chief Accounting Officer | M 選擇權執行 | 1.5K | – | – | 31.7K | SEC |
| 2026-03-03 | 03-04 | Howlett Heather | VP & Chief Accounting Officer | F 繳稅扣股 | 526 | 18.15 | 10K | 31.2K | SEC |
| 2026-02-13 | 02-18 | Lawson Carlton | Group President EMEA & LA | M 選擇權執行 | 4.5K | – | – | 62.6K | SEC |
| 2026-02-13 | 02-18 | Howlett Heather | VP & Chief Accounting Officer | F 繳稅扣股 | 4.1K | 18.66 | 77K | 29.2K | SEC |
| 2026-02-13 | 02-18 | Howlett Heather | VP & Chief Accounting Officer | M 選擇權執行 | 1.6K | – | – | 30.7K | SEC |
| 2026-02-13 | 02-18 | Howlett Heather | VP & Chief Accounting Officer | F 繳稅扣股 | 518 | 18.66 | 10K | 30.2K | SEC |
| 2026-02-13 | 02-18 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 14.1K | – | – | 60.7K | SEC |
| 2026-02-13 | 02-18 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 4.8K | 18.66 | 90K | 55.9K | SEC |
| 2026-02-13 | 02-18 | Lawson Carlton | Group President EMEA & LA | M 選擇權執行 | 34.9K | 18.66 | 651K | 97.5K | SEC |
| 2026-02-13 | 02-18 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 625 | 18.66 | 12K | 57.1K | SEC |
| 2026-02-13 | 02-18 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 1.8K | – | – | 57.7K | SEC |
| 2026-02-13 | 02-18 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 3.2K | – | – | 86.9K | SEC |
| 2026-02-13 | 02-18 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 7.1K | 18.66 | 133K | 83.7K | SEC |
| 2026-02-13 | 02-18 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 884 | 18.66 | 16K | 86.0K | SEC |
| 2026-02-13 | 02-18 | Howlett Heather | VP & Chief Accounting Officer | M 選擇權執行 | 12.0K | – | – | 33.3K | SEC |
| 2026-02-13 | 02-18 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 24.8K | – | – | 90.9K | SEC |
| 2026-02-06 | 02-10 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 71.6K | 18.13 | 1.3M | 46.6K | SEC |
| 2026-02-06 | 02-10 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 85.5K | 13.76 | 1.2M | 118K | SEC |
| 2025-12-15 | 12-23 | Perry Kirk | Chief Executive Officer | F 繳稅扣股 | 56.0K | 17.21 | 964K | 62.6K | SEC |
| 2025-12-15 | 12-17 | Dyer Russell | Chief Corp. Affairs Officer | F 繳稅扣股 | 1.4K | 17.21 | 24K | 3.0K | SEC |
| 2025-12-15 | 12-17 | Dyer Russell | Chief Corp. Affairs Officer | M 選擇權執行 | 2.2K | – | – | 5.2K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | F 繳稅扣股 | 1.7K | 17.21 | 30K | 61.4K | SEC |
| 2025-12-15 | 12-17 | Perry Kirk | Chief Executive Officer | F 繳稅扣股 | 66.6K | 17.21 | 1.1M | 51.9K | SEC |
| 2025-12-15 | 12-17 | Perry Kirk | Chief Executive Officer | M 選擇權執行 | 119K | – | – | 119K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | F 繳稅扣股 | 3.4K | 17.21 | 59K | 38.1K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | F 繳稅扣股 | 2.3K | 17.21 | 39K | 59.8K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | M 選擇權執行 | 4.4K | – | – | 62.1K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | F 繳稅扣股 | 1.5K | 17.28 | 26K | 57.7K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | M 選擇權執行 | 3.0K | – | – | 59.2K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | F 繳稅扣股 | 11.8K | 17.28 | 205K | 56.2K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | M 選擇權執行 | 23.2K | – | – | 68.0K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | M 選擇權執行 | 10.6K | – | – | 39.4K | SEC |
| 2025-12-15 | 12-17 | Tillett Caroline | Chief Scientific Officer | M 選擇權執行 | 3.4K | – | – | 63.2K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | M 選擇權執行 | 5.6K | – | – | 41.5K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | F 繳稅扣股 | 3.9K | 17.21 | 67K | 35.9K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | M 選擇權執行 | 6.4K | – | – | 39.8K | SEC |
| 2025-12-15 | 12-17 | Dyer Russell | Chief Corp. Affairs Officer | M 選擇權執行 | 2.8K | – | – | 4.5K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | F 繳稅扣股 | 841 | 17.28 | 15K | 33.5K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | M 選擇權執行 | 1.4K | – | – | 34.3K | SEC |
| 2025-12-15 | 12-17 | Orlando Matthew | General Counsel | F 繳稅扣股 | 6.5K | 17.28 | 112K | 32.9K | SEC |
| 2025-12-15 | 12-17 | Dyer Russell | Chief Corp. Affairs Officer | F 繳稅扣股 | 1.1K | 17.21 | 19K | 4.1K | SEC |
| 2025-12-12 | 12-15 | Smith Jeffrey C | Director | P 公開市場買進 | 3.2M | 17.37 | 55.6M | 27.3M | SEC |
| 2025-12-11 | 12-15 | Smith Jeffrey C | Director | P 公開市場買進 | 3.2M | 17.43 | 55.4M | 24.1M | SEC |
| 2025-12-01 | 12-03 | Tillett Caroline | Chief Scientific Officer | M 選擇權執行 | 1.5K | – | – | 45.7K | SEC |
| 2025-12-01 | 12-03 | Tillett Caroline | Chief Scientific Officer | F 繳稅扣股 | 788 | 17.22 | 14K | 44.9K | SEC |
| 2025-12-01 | 12-03 | Orlando Matthew | General Counsel | F 繳稅扣股 | 2.0K | 17.22 | 35K | 28.8K | SEC |
| 2025-12-01 | 12-03 | Orlando Matthew | General Counsel | M 選擇權執行 | 4.4K | – | – | 30.9K | SEC |
| 2025-12-01 | 12-03 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 2.0K | – | – | 33.4K | SEC |
| 2025-12-01 | 12-03 | Lawson Carlton | Group President EMEA & LA | M 選擇權執行 | 1.8K | – | – | 58.1K | SEC |
| 2025-12-01 | 12-03 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 1.2K | 17.22 | 20K | 66.0K | SEC |
| 2025-12-01 | 12-03 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 2.8K | – | – | 67.2K | SEC |
| 2025-12-01 | 12-03 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 731 | 17.22 | 13K | 32.6K | SEC |
| 2025-11-18 | 11-20 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 123 | – | – | 31.5K | SEC |
| 2025-11-18 | 11-20 | Alvarado Luani | Chief People Officer | F 繳稅扣股 | 309 | 14.37 | 4K | 31.4K | SEC |
| 2025-11-18 | 11-20 | Alvarado Luani | Chief People Officer | M 選擇權執行 | 309 | – | – | 31.7K | SEC |
| 2025-11-18 | 11-20 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 166 | 14.37 | 2K | 64.4K | SEC |
| 2025-11-18 | 11-20 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 166 | – | – | 64.6K | SEC |
| 2025-11-18 | 11-20 | Stevens Meredith | Chief Operations Officer | F 繳稅扣股 | 494 | 14.37 | 7K | 64.4K | SEC |
| 2025-11-18 | 11-20 | Stevens Meredith | Chief Operations Officer | M 選擇權執行 | 494 | – | – | 64.9K | 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 | 157M | 3.0B | 新進 | 新進 |
| BlackRock, Inc. | 151M | 2.9B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 125M | 2.4B | 新進 | 新進 |
| STATE STREET CORP | 122M | 2.3B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 93.3M | 1.8B | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 52.0M | 990M | 新進 | 新進 |
| Pentwater Capital Management LP | 51.1M | 977M | 新進 | 新進 |
| Independent Franchise Partners LLP | 50.4M | 964M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 46.2M | 882M | 新進 | 新進 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 44.7M | 862M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 36.9M | 706M | 新進 | 新進 |
| HBK INVESTMENTS L P | 28.0M | 535M | 新進 | 新進 |
| Starboard Value LP | 27.3M | 522M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 26.2M | 501M | 新進 | 新進 |
| MORGAN STANLEY | 24.8M | 474M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 22.8M | 436M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 22.6M | 432M | 新進 | 新進 |
| Balyasny Asset Management L.P. | 19.9M | 380M | 新進 | 新進 |
| NORTHERN TRUST CORP | 19.0M | 362M | 新進 | 新進 |
| Amundi | 18.5M | 353M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 17.7M | 338M | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 17.0M | 325M | 新進 | 新進 |
| Invesco Ltd. | 16.2M | 310M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 14.4M | 275M | 新進 | 新進 |
| UBS Group AG | 13.6M | 259M | 新進 | 新進 |
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 | 1,007 -11 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 1007 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 1.81B · 94.4% |
| 合計季末市值 | 33.4B |
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 | 72.1M |
|---|---|
| 與上期比 | +36.7% |
| 佔流通股數 | 3.76% |
| 日均成交量 | 21.5M |
| 回補天數 | 3.4 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 | 72.1M | +36.7% | 3.76% | 21.5M | 3.4 |
| 2026-08-14 | 52.8M | -16.6% | 2.75% | 20.8M | 2.5 |
| 2026-07-31 | 63.3M | +2.8% | 3.30% | 18.6M | 3.4 |
| 2026-07-15 | 61.6M | +5.0% | 3.20% | 18.6M | 3.3 |
| 2026-06-30 | 58.6M | -14.5% | 3.05% | 25.0M | 2.4 |
| 2026-06-15 | 68.6M | -1.6% | 3.57% | 19.8M | 3.5 |
| 2026-05-29 | 69.7M | +13.7% | 3.63% | 19.7M | 3.6 |
| 2026-05-15 | 61.3M | +7.6% | 3.19% | 22.3M | 2.8 |
| 2026-04-30 | 57.0M | -5.5% | 2.97% | 16.2M | 3.5 |
| 2026-04-15 | 60.3M | -2.3% | 3.14% | 18.4M | 3.3 |
| 2026-03-31 | 61.7M | +6.1% | 3.21% | 19.8M | 3.1 |
| 2026-03-13 | 58.2M | -12.9% | 3.03% | 29.6M | 2.0 |
| 2026-02-27 | 66.8M | +12.9% | 3.48% | 36.7M | 1.8 |
| 2026-02-13 | 59.2M | +12.6% | 3.08% | 68.5M | 1.0 |
| 2026-01-30 | 52.5M | -29.3% | 2.73% | 56.0M | 1.0 |
| 2026-01-15 | 74.3M | -8.3% | 3.87% | 42.3M | 1.8 |
| 2025-12-31 | 81.1M | +18.5% | 4.22% | 27.9M | 2.9 |
| 2025-12-15 | 68.4M | +6.1% | 3.56% | 37.1M | 1.9 |
| 2025-11-28 | 64.5M | +138.6% | 3.36% | 41.9M | 1.5 |
| 2025-11-14 | 27.0M | +3.4% | 1.41% | 63.0M | 1.0 |
| 2025-10-31 | 26.1M | -9.9% | 1.36% | 37.8M | 1.0 |
| 2025-10-15 | 29.0M | -15.2% | 1.51% | 26.9M | 1.1 |
| 2025-09-30 | 34.2M | -20.1% | 1.78% | 45.6M | 1.0 |
| 2025-09-15 | 42.9M | -2.4% | 2.23% | 37.8M | 1.1 |
| 2025-08-29 | 44.0M | -1.0% | 2.29% | 12.1M | 3.6 |
| 2025-08-15 | 44.4M | +21.8% | 2.31% | 21.4M | 2.1 |