PM
菲利普莫里斯 Philip Morris International Inc.
-2.13 (-1.11%)189.58USD768K成交股數295B市值27.3本益比(近四季)7.0股價營收比+10.4%營收年增(近四季)2026-10-21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 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 0 |
| 近 180 天 淨額 | 0 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 05-08 | Combes Michel | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 11.6K | SEC |
| 2026-05-06 | 05-08 | Bough Bonin | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 11.3K | SEC |
| 2026-05-06 | 05-08 | Yanai Shlomo | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 10.1K | SEC |
| 2026-05-06 | 05-08 | Harker Victoria D | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 4.5K | SEC |
| 2026-05-06 | 05-08 | Polet Robert | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 29.8K | SEC |
| 2026-05-06 | 05-08 | Morparia Kalpana | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 28.2K | SEC |
| 2026-05-06 | 05-08 | Calantzopoulos Andre | Director,Other | A 獲配股票 | 1.1K | 169.93 | 190K | 589K | SEC |
| 2026-05-06 | 05-08 | Geissler Werner | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 98.4K | SEC |
| 2026-05-06 | 05-08 | Hook Lisa | Director | A 獲配股票 | 1.1K | 169.93 | 190K | 20.1K | SEC |
| 2026-03-06 | 03-09 | Dobrowolski Reginaldo | Group Controller | F 繳稅扣股 | 22 | 169.98 | 4K | 7.2K | SEC |
| 2026-02-20 | 02-20 | Dobrowolski Reginaldo | Group Controller | S 公開市場賣出 | 5.0K | 183.46 | 917K | 21.2K | SEC |
| 2026-02-20 | 02-20 | Kennedy Stacey | CEO PMI U.S. | S 公開市場賣出 | 14.3K | 183.13 | 2.6M | 45.3K | SEC |
| 2026-02-20 | 02-20 | Dobrowolski Reginaldo | Group Controller | S 公開市場賣出 | 1.0K | 183.58 | 184K | 7.3K | SEC |
| 2026-02-19 | 02-20 | De Wilde Frederic | CEO PMI International | S 公開市場賣出 | 20.0K | 182.58 | 3.7M | 134K | SEC |
| 2026-02-19 | 02-20 | Guerin Yann | Group Chief Legal Officer | S 公開市場賣出 | 4.0K | 181.69 | 727K | 34.4K | SEC |
| 2026-02-19 | 02-20 | Olczak Jacek | Group CEO PMI | S 公開市場賣出 | 80.0K | 182.18 | 14.6M | 632K | SEC |
| 2026-02-19 | 02-20 | Babeau Emmanuel | Group Chief Financial Officer | S 公開市場賣出 | 33.8K | 181.61 | 6.1M | 164K | SEC |
| 2026-02-18 | 02-20 | Calantzopoulos Andre | Director,Other | F 繳稅扣股 | 14.7K | 182.67 | 2.7M | 588K | SEC |
| 2026-02-18 | 02-20 | De Wilde Frederic | CEO PMI International | F 繳稅扣股 | 1.0K | 182.67 | 183K | 154K | SEC |
| 2026-02-18 | 02-20 | Dobrowolski Reginaldo | Group Controller | F 繳稅扣股 | 40 | 182.67 | 7K | 8.3K | SEC |
| 2026-02-18 | 02-20 | Babeau Emmanuel | Group Chief Financial Officer | F 繳稅扣股 | 2.2K | 182.67 | 407K | 198K | SEC |
| 2026-02-18 | 02-20 | Dobrowolski Reginaldo | Group Controller | F 繳稅扣股 | 210 | 182.67 | 38K | 26.2K | SEC |
| 2026-02-18 | 02-20 | Kennedy Stacey | CEO PMI U.S. | F 繳稅扣股 | 4.3K | 182.67 | 790K | 59.7K | SEC |
| 2026-02-18 | 02-20 | Guerin Yann | Group Chief Legal Officer | F 繳稅扣股 | 176 | 182.67 | 32K | 38.4K | SEC |
| 2026-02-18 | 02-20 | Olczak Jacek | Group CEO PMI | F 繳稅扣股 | 6.1K | 182.67 | 1.1M | 712K | SEC |
| 2026-02-06 | 02-09 | De Wilde Frederic | CEO PMI International | A 獲配股票 | 10.6K | 172.93 | 1.8M | 155K | SEC |
| 2026-02-06 | 02-09 | Babeau Emmanuel | Group Chief Financial Officer | A 獲配股票 | 11.3K | 172.93 | 2.0M | 200K | SEC |
| 2026-02-06 | 02-09 | Guerin Yann | Group Chief Legal Officer | A 獲配股票 | 5.0K | 172.93 | 873K | 38.6K | SEC |
| 2026-02-06 | 02-09 | Olczak Jacek | Group CEO PMI | A 獲配股票 | 33.5K | 172.93 | 5.8M | 718K | SEC |
| 2026-02-06 | 02-09 | Kennedy Stacey | CEO PMI U.S. | A 獲配股票 | 4.4K | 172.93 | 766K | 64.0K | SEC |
| 2026-02-06 | 02-09 | Dobrowolski Reginaldo | Group Controller | A 獲配股票 | 740 | 172.93 | 128K | 8.3K | SEC |
| 2026-02-06 | 02-09 | Dobrowolski Reginaldo | Group Controller | A 獲配股票 | 2.0K | 172.93 | 339K | 26.4K | SEC |
| 2026-02-05 | 02-09 | Babeau Emmanuel | Group Chief Financial Officer | A 獲配股票 | 50.0K | – | – | 189K | SEC |
| 2026-02-05 | 02-09 | Guerin Yann | Group Chief Legal Officer | A 獲配股票 | 3.2K | – | – | 33.5K | SEC |
| 2026-02-05 | 02-09 | Dobrowolski Reginaldo | Group Controller | A 獲配股票 | 3.8K | – | – | 24.4K | SEC |
| 2026-02-05 | 02-09 | De Wilde Frederic | CEO PMI International | A 獲配股票 | 22.4K | – | – | 144K | SEC |
| 2026-02-05 | 02-09 | Olczak Jacek | Group CEO PMI | A 獲配股票 | 138K | – | – | 685K | SEC |
| 2026-02-05 | 02-09 | Kennedy Stacey | CEO PMI U.S. | A 獲配股票 | 11.8K | – | – | 59.5K | SEC |
| 2026-02-05 | 02-09 | Calantzopoulos Andre | Director,Other | A 獲配股票 | 40.1K | – | – | 602K | SEC |
| 2025-05-07 | 05-09 | Yanai Shlomo | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 8.8K | SEC |
| 2025-05-07 | 05-09 | Temperley Dessislava | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 7.8K | SEC |
| 2025-05-07 | 05-09 | Bough Bonin | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 9.8K | SEC |
| 2025-05-07 | 05-09 | Harker Victoria D | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 3.4K | SEC |
| 2025-05-07 | 05-09 | Morparia Kalpana | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 27.1K | SEC |
| 2025-05-07 | 05-09 | Hook Lisa | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 18.3K | SEC |
| 2025-05-07 | 05-09 | Combes Michel | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 10.2K | SEC |
| 2025-05-07 | 05-09 | Geissler Werner | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 94.4K | SEC |
| 2025-05-07 | 05-09 | Polet Robert | Director | A 獲配股票 | 1.0K | 174.82 | 175K | 28.6K | SEC |
| 2025-05-07 | 05-09 | Calantzopoulos Andre | Director,Other | A 獲配股票 | 1.0K | 174.82 | 175K | 562K | SEC |
| 2025-03-06 | 03-07 | Dahlgren Lars | Pres. Smoke-Free Oral Products | S 公開市場賣出 | 3.7K | 152.96 | 563K | 26.8K | SEC |
| 2025-02-24 | 02-25 | Andolina Massimo | President, Europe Region | S 公開市場賣出 | 17.5K | 156.05 | 2.7M | 86.7K | SEC |
| 2025-02-20 | 02-21 | Babeau Emmanuel | Chief Financial Officer | S 公開市場賣出 | 30.0K | 148.85 | 4.5M | 139K | SEC |
| 2025-02-20 | 02-21 | Calantzopoulos Andre | Director,Other | S 公開市場賣出 | 40.6K | 149.06 | 6.1M | 561K | SEC |
| 2025-02-20 | 02-21 | Barth Werner | Pr.Combusibles&GlobalComb.Mktg | S 公開市場賣出 | 10.0K | 148.67 | 1.5M | 106K | SEC |
| 2025-02-20 | 02-21 | Guerin Yann | SVP & General Counsel | S 公開市場賣出 | 2.5K | 151.28 | 378K | 30.3K | SEC |
| 2025-02-20 | 02-21 | Olczak Jacek | Chief Executive Officer | S 公開市場賣出 | 40.0K | 148.87 | 6.0M | 547K | SEC |
| 2025-02-19 | 02-21 | Volpetti Stefano | Pr.SmokeFree&ChiefCons.Officer | F 繳稅扣股 | 1.5K | 148.74 | 223K | 117K | SEC |
| 2025-02-19 | 02-21 | De Wilde Frederic | Pr SSEA CIS & MEA Region | F 繳稅扣股 | 7.5K | 148.74 | 1.1M | 121K | SEC |
| 2025-02-19 | 02-21 | Babeau Emmanuel | Chief Financial Officer | F 繳稅扣股 | 13.8K | 148.74 | 2.1M | 169K | SEC |
| 2025-02-19 | 02-21 | Calantzopoulos Andre | Director,Other | F 繳稅扣股 | 23.7K | 148.74 | 3.5M | 602K | SEC |
| 2025-02-19 | 02-21 | Gkatzelis Vasileios | Pres. E.A., Aus., and PMI DF | F 繳稅扣股 | 1.1K | 148.74 | 165K | 22.5K | SEC |
| 2025-02-19 | 02-21 | Olczak Jacek | Chief Executive Officer | F 繳稅扣股 | 4.4K | 148.74 | 659K | 587K | SEC |
| 2025-02-19 | 02-21 | Barth Werner | Pr.Combusibles&GlobalComb.Mktg | F 繳稅扣股 | 791 | 148.74 | 118K | 116K | SEC |
| 2025-02-19 | 02-21 | Guerin Yann | SVP & General Counsel | F 繳稅扣股 | 193 | 148.74 | 29K | 32.8K | SEC |
| 2025-02-19 | 02-21 | Dobrowolski Reginaldo | Vice President and Controller | F 繳稅扣股 | 42 | 148.74 | 6K | 7.6K | SEC |
| 2025-02-19 | 02-21 | Andolina Massimo | President, Europe Region | F 繳稅扣股 | 823 | 148.74 | 122K | 104K | SEC |
| 2025-02-19 | 02-21 | Dobrowolski Reginaldo | Vice President and Controller | F 繳稅扣股 | 205 | 148.74 | 30K | 20.6K | SEC |
| 2025-02-19 | 02-21 | Kennedy Stacey | Pres. Americas Region | F 繳稅扣股 | 4.4K | 148.74 | 657K | 47.8K | SEC |
| 2025-02-19 | 02-21 | Dahlgren Lars | Pres. Smoke-Free Oral Products | F 繳稅扣股 | 6.9K | 149.80 | 1.0M | 30.5K | SEC |
| 2025-02-12 | 02-13 | Dobrowolski Reginaldo | Vice President and Controller | S 公開市場賣出 | 3.0K | 149.41 | 448K | 7.6K | SEC |
| 2025-02-12 | 02-13 | Dobrowolski Reginaldo | Vice President and Controller | S 公開市場賣出 | 5.0K | 149.88 | 749K | 20.8K | SEC |
| 2025-02-07 | 02-07 | De Wilde Frederic | Pr SSEA CIS & MEA Region | S 公開市場賣出 | 15.0K | 144.54 | 2.2M | 129K | SEC |
| 2025-02-06 | 02-07 | Dobrowolski Reginaldo | Vice President and Controller | A 獲配股票 | 870 | 124.85 | 109K | 10.6K | SEC |
| 2025-02-06 | 02-07 | Dobrowolski Reginaldo | Vice President and Controller | A 獲配股票 | 2.4K | 124.85 | 297K | 25.8K | SEC |
| 2025-02-06 | 02-07 | Guerin Yann | SVP & General Counsel | A 獲配股票 | 6.3K | 124.85 | 780K | 33.0K | SEC |
| 2025-02-06 | 02-07 | Olczak Jacek | Chief Executive Officer | A 獲配股票 | 44.6K | 124.85 | 5.6M | 592K | SEC |
| 2025-02-06 | 02-07 | Babeau Emmanuel | Chief Financial Officer | A 獲配股票 | 13.5K | 124.85 | 1.7M | 183K | SEC |
| 2025-02-06 | 02-07 | Gkatzelis Vasileios | Pres. E.A., Aus., and PMI DF | A 獲配股票 | 3.9K | 124.85 | 481K | 23.6K | SEC |
| 2025-02-06 | 02-07 | Volpetti Stefano | Pr.SmokeFree&ChiefCons.Officer | A 獲配股票 | 6.8K | 124.85 | 845K | 119K | SEC |
| 2025-02-06 | 02-07 | Barth Werner | Pr.Combusibles&GlobalComb.Mktg | A 獲配股票 | 6.1K | 124.85 | 765K | 117K | 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 |
|---|---|---|---|---|
| Capital World Investors | 133M | 24.1B | −298K (-0%) | 減碼 |
| BlackRock, Inc. | 108M | 19.5B | +507K (+0%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 102M | 18.4B | +629K (+1%) | 加碼 |
| Capital Research Global Investors | 84.3M | 15.2B | +4.4M (+6%) | 加碼 |
| Capital International Investors | 72.3M | 13.1B | −509K (-1%) | 減碼 |
| STATE STREET CORP | 55.6M | 10.1B | +537K (+1%) | 加碼 |
| JPMORGAN CHASE & CO | 48.2M | 8.8B | −3.4M (-7%) | 減碼 |
| FMR LLC | 46.5M | 8.4B | +1.8M (+4%) | 加碼 |
| GQG Partners LLC | 45.4M | 8.2B | −4.7M (-9%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 39.0M | 7.1B | +577K (+2%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 30.3M | 5.5B | +704K (+2%) | 加碼 |
| MORGAN STANLEY | 25.5M | 4.6B | +1.1M (+4%) | 加碼 |
| FRANKLIN RESOURCES INC | 19.3M | 3.5B | +2.7M (+16%) | 加碼 |
| WELLINGTON MANAGEMENT GROUP LLP | 17.5M | 3.2B | +651K (+4%) | 加碼 |
| BANK OF AMERICA CORP /DE/ | 17.0M | 3.1B | −232K (-1%) | 減碼 |
| Invesco Ltd. | 16.1M | 2.9B | +21.5K (+0%) | 加碼 |
| NORTHERN TRUST CORP | 14.0M | 2.5B | −462K (-3%) | 減碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13.6M | 2.5B | +100K (+1%) | 加碼 |
| First Eagle Investment Management, LLC | 11.9M | 2.1B | +6.0M (+101%) | 加碼 |
| Bank of New York Mellon Corp | 11.7M | 2.1B | +2.8M (+31%) | 加碼 |
| Fayez Sarofim & Co | 11.0M | 2.0B | +195K (+2%) | 加碼 |
| WCM INVESTMENT MANAGEMENT, LLC | 10.3M | 1.9B | −479K (-4%) | 減碼 |
| GOLDMAN SACHS GROUP INC | 10.0M | 1.8B | +1.3M (+15%) | 加碼 |
| Nuveen, LLC | 8.9M | 1.6B | −776K (-8%) | 減碼 |
| VANGUARD FIDUCIARY TRUST CO | 8.8M | 1.6B | −10.5K (-0%) | 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 | 2,923 +55 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 224 / 169 / 954 / 803 |
| 機構合計持股 · 佔流通股 | 1.31B · 84.0% |
| 合計季末市值 | 230B |
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 | 16.6M |
|---|---|
| 與上期比 | +27.7% |
| 佔流通股數 | 1.06% |
| 日均成交量 | 4.6M |
| 回補天數 | 3.6 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 | 16.6M | +27.7% | 1.06% | 4.6M | 3.6 |
| 2026-08-14 | 13.0M | -19.4% | 0.83% | 4.3M | 3.0 |
| 2026-07-31 | 16.1M | -7.8% | 1.03% | 5.7M | 2.8 |
| 2026-07-15 | 17.5M | -3.9% | 1.12% | 4.4M | 4.0 |
| 2026-06-30 | 18.2M | +7.5% | 1.17% | 6.3M | 2.9 |
| 2026-06-15 | 16.9M | +4.3% | 1.09% | 4.2M | 4.0 |
| 2026-05-29 | 16.2M | -7.9% | 1.04% | 4.6M | 3.5 |
| 2026-05-15 | 17.6M | +8.3% | 1.13% | 5.2M | 3.4 |
| 2026-04-30 | 16.3M | -2.0% | 1.04% | 5.0M | 3.3 |
| 2026-04-15 | 16.6M | -2.3% | 1.07% | 4.8M | 3.4 |
| 2026-03-31 | 17.0M | +4.0% | 1.09% | 4.4M | 3.9 |
| 2026-03-13 | 16.4M | -3.4% | 1.05% | 5.9M | 2.8 |
| 2026-02-27 | 16.9M | -11.2% | 1.09% | 4.6M | 3.7 |
| 2026-02-13 | 19.1M | -3.9% | 1.22% | 6.4M | 3.0 |
| 2026-01-30 | 19.8M | +2.2% | 1.27% | 5.5M | 3.6 |
| 2026-01-15 | 19.4M | +7.2% | 1.25% | 5.3M | 3.7 |
| 2025-12-31 | 18.1M | +2.7% | 1.16% | 5.9M | 3.1 |
| 2025-12-15 | 17.6M | +4.0% | 1.13% | 5.8M | 3.0 |
| 2025-11-28 | 16.9M | +1.8% | 1.09% | 5.8M | 2.9 |
| 2025-11-14 | 16.6M | +2.8% | 1.07% | 5.4M | 3.1 |
| 2025-10-31 | 16.2M | +11.6% | 1.04% | 9.3M | 1.7 |
| 2025-10-15 | 14.5M | +19.9% | 0.93% | 6.8M | 2.1 |
| 2025-09-30 | 12.1M | +0.1% | 0.78% | 6.1M | 2.0 |
| 2025-09-15 | 12.1M | +8.6% | 0.78% | 5.3M | 2.3 |
| 2025-08-29 | 11.1M | +1.6% | 0.71% | 5.1M | 2.2 |
| 2025-08-15 | 11.0M | -5.4% | 0.70% | 4.9M | 2.2 |