NFLX
網飛 NETFLIX INC
-0.74 (-0.97%)75.67USD11.2M成交股數315B市值23.8本益比(近四季)6.5股價營收比+13.4%營收年增(近四季)2026-10-20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 | 10 · 13.2M · 5 |
| 其中 10b5-1 計畫賣出 | 7 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 136M |
| 近 180 天 淨額 | −136M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | 09-10 | BARTON RICHARD N | Director | M 選擇權執行 | 720 | 26.51 | 19K | 3.2K | SEC |
| 2026-09-10 | 09-10 | BARTON RICHARD N | Director | S 公開市場賣出(10b5-1) | 720 | 75.27 | 54K | 2.5K | SEC |
| 2026-09-09 | 09-10 | BARTON RICHARD N | Director | M 選擇權執行 | 230 | 20.11 | 5K | 2.7K | SEC |
| 2026-09-09 | 09-10 | BARTON RICHARD N | Director | S 公開市場賣出(10b5-1) | 720 | 76.26 | 55K | 2.5K | SEC |
| 2026-09-09 | 09-10 | BARTON RICHARD N | Director | M 選擇權執行 | 490 | 26.51 | 13K | 3.2K | SEC |
| 2026-09-08 | 09-09 | BARTON RICHARD N | Director | S 公開市場賣出(10b5-1) | 720 | 77.60 | 56K | 2.5K | SEC |
| 2026-09-08 | 09-09 | BARTON RICHARD N | Director | M 選擇權執行 | 720 | 20.11 | 14K | 3.2K | SEC |
| 2026-08-10 | 08-10 | Neumann Spencer Adam | Chief Financial Officer | S 公開市場賣出 | 9.2K | 75.79 | 701K | 73.8K | SEC |
| 2026-08-06 | 08-06 | Peters Gregory K | Co-CEO | S 公開市場賣出 | 27.3K | 73.54 | 2.0M | 121K | SEC |
| 2026-08-05 | 08-06 | BARTON RICHARD N | Director | S 公開市場賣出(10b5-1) | 2.2K | 75.10 | 162K | 246 | SEC |
| 2026-08-05 | 08-06 | BARTON RICHARD N | Director | M 選擇權執行 | 2.2K | 20.11 | 43K | 2.4K | SEC |
| 2026-08-04 | 08-04 | HYMAN DAVID A | Chief Legal Officer | S 公開市場賣出 | 5.7K | 72.85 | 417K | 316K | SEC |
| 2026-08-04 | 08-04 | SARANDOS THEODORE A | Co-CEO | S 公開市場賣出(10b5-1) | 27.3K | 73.35 | 2.0M | 179K | SEC |
| 2026-08-03 | 08-04 | Willems Cletus R | Chief Global Affairs Officer | F 繳稅扣股 | 1.6K | 71.71 | 111K | 7.7K | SEC |
| 2026-08-03 | 08-04 | HYMAN DAVID A | Chief Legal Officer | M 選擇權執行 | 3.0K | – | – | 325K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | S 公開市場賣出(10b5-1) | 24.0K | 73.48 | 1.8M | 206K | SEC |
| 2026-08-03 | 08-04 | Neumann Spencer Adam | Chief Financial Officer | M 選擇權執行 | 4.9K | – | – | 87.5K | SEC |
| 2026-08-03 | 08-04 | Neumann Spencer Adam | Chief Financial Officer | F 繳稅扣股 | 2.4K | 71.71 | 170K | 83.0K | SEC |
| 2026-08-03 | 08-04 | Willems Cletus R | Chief Global Affairs Officer | M 選擇權執行 | 1.5K | – | – | 7.8K | SEC |
| 2026-08-03 | 08-04 | Peters Gregory K | Co-CEO | M 選擇權執行 | 25.9K | – | – | 147K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | F 繳稅扣股 | 12.9K | 71.71 | 926K | 326K | SEC |
| 2026-08-03 | 08-04 | HYMAN DAVID A | Chief Legal Officer | F 繳稅扣股 | 1.5K | 71.71 | 108K | 323K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | M 選擇權執行 | 14.0K | – | – | 339K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | M 選擇權執行 | 14.4K | – | – | 325K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | F 繳稅扣股 | 7.0K | 71.71 | 500K | 312K | SEC |
| 2026-08-03 | 08-04 | Peters Gregory K | Co-CEO | F 繳稅扣股 | 7.0K | 71.71 | 500K | 148K | SEC |
| 2026-08-03 | 08-04 | HYMAN DAVID A | Chief Legal Officer | M 選擇權執行 | 2.9K | – | – | 328K | SEC |
| 2026-08-03 | 08-04 | HYMAN DAVID A | Chief Legal Officer | M 選擇權執行 | 5.4K | – | – | 322K | SEC |
| 2026-08-03 | 08-04 | Peters Gregory K | Co-CEO | F 繳稅扣股 | 12.9K | 71.71 | 926K | 162K | SEC |
| 2026-08-03 | 08-04 | Willems Cletus R | Chief Global Affairs Officer | F 繳稅扣股 | 717 | 71.71 | 51K | 7.0K | SEC |
| 2026-08-03 | 08-04 | Peters Gregory K | Co-CEO | M 選擇權執行 | 14.0K | – | – | 175K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | M 選擇權執行 | 25.9K | – | – | 311K | SEC |
| 2026-08-03 | 08-04 | Neumann Spencer Adam | Chief Financial Officer | F 繳稅扣股 | 2.4K | 71.71 | 175K | 85.4K | SEC |
| 2026-08-03 | 08-04 | Willems Cletus R | Chief Global Affairs Officer | M 選擇權執行 | 1.5K | – | – | 9.3K | SEC |
| 2026-08-03 | 08-04 | Neumann Spencer Adam | Chief Financial Officer | M 選擇權執行 | 4.7K | – | – | 92.2K | SEC |
| 2026-08-03 | 08-04 | Willems Cletus R | Chief Global Affairs Officer | M 選擇權執行 | 3.2K | – | – | 6.3K | SEC |
| 2026-08-03 | 08-04 | Peters Gregory K | Co-CEO | F 繳稅扣股 | 7.2K | 71.71 | 516K | 155K | SEC |
| 2026-08-03 | 08-04 | HYMAN DAVID A | Chief Legal Officer | F 繳稅扣股 | 1.5K | 71.71 | 105K | 322K | SEC |
| 2026-08-03 | 08-04 | Neumann Spencer Adam | Chief Financial Officer | M 選擇權執行 | 8.8K | – | – | 82.6K | SEC |
| 2026-08-03 | 08-04 | Willems Cletus R | Chief Global Affairs Officer | F 繳稅扣股 | 754 | 71.71 | 54K | 6.3K | SEC |
| 2026-08-03 | 08-04 | HYMAN DAVID A | Chief Legal Officer | F 繳稅扣股 | 2.7K | 71.71 | 194K | 325K | SEC |
| 2026-08-03 | 08-04 | Peters Gregory K | Co-CEO | M 選擇權執行 | 14.4K | – | – | 161K | SEC |
| 2026-08-03 | 08-04 | Neumann Spencer Adam | Chief Financial Officer | F 繳稅扣股 | 4.4K | 71.71 | 313K | 87.8K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | S 公開市場賣出(10b5-1) | 81.9K | 72.90 | 6.0M | 230K | SEC |
| 2026-08-03 | 08-04 | SARANDOS THEODORE A | Co-CEO | F 繳稅扣股 | 7.2K | 71.71 | 516K | 319K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | M 選擇權執行 | 6.6K | 9.44 | 62K | 92.8K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | M 選擇權執行 | 6.4K | 9.74 | 63K | 99.2K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | M 選擇權執行 | 6.1K | 10.26 | 62K | 105K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | M 選擇權執行 | 5.1K | 12.33 | 63K | 110K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | M 選擇權執行 | 6.5K | 9.67 | 62K | 86.2K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | S 公開市場賣出(10b5-1) | 13.8K | 78.01 | 1.1M | 79.7K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | S 公開市場賣出(10b5-1) | 22.2K | 77.21 | 1.7M | 93.5K | SEC |
| 2026-06-17 | 06-18 | SMITH BRADFORD L | Director | M 選擇權執行 | 5.3K | 11.72 | 62K | 116K | SEC |
| 2026-06-01 | 06-02 | HASTINGS REED | Director | M 選擇權執行 | 387K | 10.26 | 4.0M | 391K | SEC |
| 2026-06-01 | 06-02 | HASTINGS REED | Director | S 公開市場賣出(10b5-1) | 53.8K | 86.73 | 4.7M | 3.9K | SEC |
| 2026-06-01 | 06-02 | HASTINGS REED | Director | S 公開市場賣出(10b5-1) | 333K | 85.85 | 28.6M | 57.7K | SEC |
| 2026-05-07 | 05-07 | Neumann Spencer Adam | Chief Financial Officer | S 公開市場賣出 | 9.3K | 88.95 | 823K | 73.8K | SEC |
| 2026-05-07 | 05-07 | Peters Gregory K | Co-CEO | S 公開市場賣出 | 27.3K | 88.69 | 2.4M | 121K | SEC |
| 2026-05-06 | 05-07 | Peters Gregory K | Co-CEO | G 贈與 | 1.2K | – | – | 148K | SEC |
| 2026-05-05 | 05-05 | HYMAN DAVID A | Chief Legal Officer | S 公開市場賣出 | 5.7K | 88.08 | 504K | 316K | SEC |
| 2026-05-05 | 05-05 | SARANDOS THEODORE A | Co-CEO | S 公開市場賣出 | 7.3K | 87.97 | 638K | 292K | SEC |
| 2026-05-05 | 05-05 | SARANDOS THEODORE A | Co-CEO | S 公開市場賣出 | 7.0K | 87.98 | 619K | 285K | SEC |
| 2026-05-05 | 05-05 | SARANDOS THEODORE A | Co-CEO | S 公開市場賣出 | 13.0K | 87.96 | 1.1M | 299K | SEC |
| 2026-05-04 | 05-05 | HYMAN DAVID A | Chief Legal Officer | F 繳稅扣股 | 1.5K | 92.06 | 139K | 323K | SEC |
| 2026-05-04 | 05-05 | HYMAN DAVID A | Chief Legal Officer | F 繳稅扣股 | 1.5K | 92.06 | 135K | 322K | SEC |
| 2026-05-04 | 05-05 | HYMAN DAVID A | Chief Legal Officer | F 繳稅扣股 | 2.7K | 92.06 | 249K | 325K | SEC |
| 2026-05-04 | 05-05 | HYMAN DAVID A | Chief Legal Officer | M 選擇權執行 | 2.9K | – | – | 327K | SEC |
| 2026-05-04 | 05-05 | Willems Cletus R | Chief Global Affairs Officer | M 選擇權執行 | 3.2K | – | – | 3.2K | SEC |
| 2026-05-04 | 05-05 | Willems Cletus R | Chief Global Affairs Officer | M 選擇權執行 | 1.5K | – | – | 4.6K | SEC |
| 2026-05-04 | 05-05 | Willems Cletus R | Chief Global Affairs Officer | F 繳稅扣股 | 1.6K | 92.06 | 143K | 4.6K | SEC |
| 2026-05-04 | 05-05 | Neumann Spencer Adam | Chief Financial Officer | F 繳稅扣股 | 4.4K | 92.06 | 402K | 87.8K | SEC |
| 2026-05-04 | 05-05 | Neumann Spencer Adam | Chief Financial Officer | F 繳稅扣股 | 2.4K | 92.06 | 225K | 85.4K | SEC |
| 2026-05-04 | 05-05 | HYMAN DAVID A | Chief Legal Officer | M 選擇權執行 | 5.4K | – | – | 322K | SEC |
| 2026-05-04 | 05-05 | Neumann Spencer Adam | Chief Financial Officer | F 繳稅扣股 | 2.4K | 92.06 | 218K | 83.0K | SEC |
| 2026-05-04 | 05-05 | HYMAN DAVID A | Chief Legal Officer | M 選擇權執行 | 3.0K | – | – | 325K | SEC |
| 2026-05-04 | 05-05 | Willems Cletus R | Chief Global Affairs Officer | F 繳稅扣股 | 722 | 92.06 | 66K | 3.9K | SEC |
| 2026-05-04 | 05-05 | Neumann Spencer Adam | Chief Financial Officer | M 選擇權執行 | 8.8K | – | – | 82.6K | SEC |
| 2026-05-04 | 05-05 | SARANDOS THEODORE A | Co-CEO | F 繳稅扣股 | 12.9K | 92.06 | 1.2M | 326K | SEC |
| 2026-05-04 | 05-05 | SARANDOS THEODORE A | Co-CEO | F 繳稅扣股 | 7.2K | 92.06 | 662K | 319K | SEC |
| 2026-05-04 | 05-05 | SARANDOS THEODORE A | Co-CEO | M 選擇權執行 | 14.0K | – | – | 339K | 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 |
|---|---|---|---|---|
| BlackRock, Inc. | 349M | 24.9B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 275M | 19.6B | 新進 | 新進 |
| STATE STREET CORP | 180M | 12.9B | 新進 | 新進 |
| FMR LLC | 136M | 9.7B | 新進 | 新進 |
| Invesco Ltd. | 135M | 9.7B | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 110M | 7.8B | 新進 | 新進 |
| MORGAN STANLEY | 99.7M | 7.1B | 新進 | 新進 |
| Capital World Investors | 87.3M | 6.2B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 75.1M | 5.4B | 新進 | 新進 |
| Capital Research Global Investors | 68.7M | 4.9B | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 58.0M | 4.1B | 新進 | 新進 |
| ALLIANCEBERNSTEIN L.P. | 35.1M | 3.4B | 新進 | 新進 |
| JPMORGAN CHASE & CO | 44.3M | 3.3B | 新進 | 新進 |
| NORTHERN TRUST CORP | 41.8M | 3.0B | 新進 | 新進 |
| LOOMIS SAYLES & CO L P | 40.0M | 2.9B | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 38.5M | 2.7B | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 37.5M | 2.7B | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 33.7M | 2.4B | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 31.2M | 2.2B | 新進 | 新進 |
| BANK OF MONTREAL /CAN/ | 30.9M | 2.2B | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 28.0M | 2.0B | 新進 | 新進 |
| JENNISON ASSOCIATES LLC | 27.1M | 1.9B | 新進 | 新進 |
| Bank of New York Mellon Corp | 26.7M | 1.9B | 新進 | 新進 |
| Legal & General Group Plc | 26.4M | 1.9B | 新進 | 新進 |
| Nuveen, LLC | 26.0M | 1.9B | 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 | 3,377 -256 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 3377 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 3.40B · 81.7% |
| 合計季末市值 | 234B |
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 | 91.5M |
|---|---|
| 與上期比 | +1.1% |
| 佔流通股數 | 2.20% |
| 日均成交量 | 27.7M |
| 回補天數 | 3.3 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 | 91.5M | +1.1% | 2.20% | 27.7M | 3.3 |
| 2026-08-14 | 90.5M | -1.8% | 2.17% | 29.8M | 3.0 |
| 2026-07-31 | 92.2M | -7.6% | 2.21% | 56.1M | 1.6 |
| 2026-07-15 | 99.7M | -4.2% | 2.40% | 39.1M | 2.6 |
| 2026-06-30 | 104M | +3.1% | 2.50% | 59.2M | 1.8 |
| 2026-06-15 | 101M | -0.5% | 2.43% | 36.3M | 2.8 |
| 2026-05-29 | 102M | +3.6% | 2.44% | 29.8M | 3.4 |
| 2026-05-15 | 98.0M | +3.1% | 2.35% | 35.4M | 2.8 |
| 2026-04-30 | 95.1M | +21.9% | 2.28% | 49.3M | 1.9 |
| 2026-04-15 | 78.0M | -3.0% | 1.87% | 32.1M | 2.4 |
| 2026-03-31 | 80.4M | -0.9% | 1.93% | 39.1M | 2.1 |
| 2026-03-13 | 81.1M | -9.6% | 1.95% | 46.7M | 1.7 |
| 2026-02-27 | 89.6M | +8.1% | 2.15% | 56.1M | 1.6 |
| 2026-02-13 | 82.9M | +9.1% | 1.99% | 47.7M | 1.7 |
| 2026-01-30 | 76.0M | +8.1% | 1.83% | 61.3M | 1.2 |
| 2026-01-15 | 70.3M | +3.8% | 1.69% | 41.7M | 1.7 |
| 2025-12-31 | 67.8M | -7.9% | 1.63% | 33.5M | 2.0 |
| 2025-12-15 | 73.6M | -2.2% | 1.77% | 57.9M | 1.3 |
| 2025-11-28 | 75.2M | +413.4% | 1.81% | 35.1M | 2.1 |
| 2025-11-14 | 14.7M | +117.2% | 0.35% | 4.0M | 3.7 |
| 2025-10-31 | 6.7M | +11.5% | 0.16% | 5.5M | 1.2 |
| 2025-10-15 | 6.1M | -5.9% | 0.15% | 3.1M | 1.9 |
| 2025-09-30 | 6.4M | -7.6% | 0.15% | 2.9M | 2.2 |
| 2025-09-15 | 7.0M | +5.2% | 0.17% | 2.9M | 2.4 |
| 2025-08-29 | 6.6M | -0.6% | 0.16% | 2.5M | 2.7 |
| 2025-08-15 | 6.6M | +4.0% | 0.16% | 3.0M | 2.3 |