SFD
SMITHFIELD FOODS INC
+0.16 (+0.83%)20.12USD374K成交股數7.9B市值7.5本益比(近四季)0.5股價營收比-2.3%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 | 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 · 4.4M |
| 近 180 天 淨額 | −4.4M |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-16 | 06-16 | France Steven | President, Packaged Meats | S 公開市場賣出 | 82.8K | 26.82 | 2.2M | 145K | SEC |
| 2026-06-12 | 06-16 | France Steven | President, Packaged Meats | M 選擇權執行 | 82.8K | 23.76 | 2.0M | 228K | SEC |
| 2026-06-12 | 06-16 | Starling Raymond A | Director | S 公開市場賣出 | 4.0K | 26.78 | 106K | 12.0K | SEC |
| 2026-06-09 | 06-11 | Hall Mark L. | Chief Financial Officer | S 公開市場賣出 | 78.6K | 26.36 | 2.1M | 135K | SEC |
| 2026-06-09 | 06-11 | Hall Mark L. | Chief Financial Officer | M 選擇權執行 | 78.6K | 20.00 | 1.6M | 213K | SEC |
| 2026-06-02 | 06-03 | Starling Raymond A | Director | A 獲配股票 | 6.9K | – | – | 15.9K | SEC |
| 2026-06-02 | 06-03 | Gallagher Marie T. | Director | A 獲配股票 | 6.9K | – | – | 15.9K | SEC |
| 2026-06-02 | 06-03 | QUELCH JOHN | Director | A 獲配股票 | 6.9K | – | – | 15.9K | SEC |
| 2026-03-10 | 06-09 | Bennett Isham Jay | Chief Human Resources Officer | F 繳稅扣股 | 1.6K | 23.76 | 39K | 26.0K | SEC |
| 2026-03-10 | 06-09 | Sutton Doug | Chief Manufacturing Officer | A 獲配股票 | 81.4K | – | – | 147K | SEC |
| 2026-03-10 | 06-09 | France Steven | President, Packaged Meats | F 繳稅扣股 | 14.0K | 23.76 | 333K | 145K | SEC |
| 2026-03-10 | 06-09 | Owens Donovan | President, North America Pork | A 獲配股票 | 78.6K | – | – | 152K | SEC |
| 2026-03-10 | 06-09 | He Hank Shenghua | Director | F 繳稅扣股 | 11.8K | 23.76 | 280K | 150K | SEC |
| 2026-03-10 | 06-09 | France Steven | President, Packaged Meats | A 獲配股票 | 93.3K | – | – | 159K | SEC |
| 2026-03-10 | 06-09 | Watts Keller D. | Chief Business Officer | F 繳稅扣股 | 10.7K | 23.76 | 254K | 146K | SEC |
| 2026-03-10 | 06-09 | Checkovich Tennille J. | Chief Legal Officer | F 繳稅扣股 | 1.1K | 23.76 | 25K | 20.9K | SEC |
| 2026-03-10 | 06-09 | Smith Charles Shane | President & CEO | F 繳稅扣股 | 22.0K | 23.76 | 522K | 239K | SEC |
| 2026-03-10 | 06-09 | Westerbeek Kraig A. | President, Hog Production | A 獲配股票 | 34.3K | – | – | 52.1K | SEC |
| 2026-03-10 | 06-09 | Westerbeek Kraig A. | President, Hog Production | F 繳稅扣股 | 5.0K | 23.76 | 119K | 47.1K | SEC |
| 2026-03-10 | 06-09 | Bennett Isham Jay | Chief Human Resources Officer | A 獲配股票 | 14.7K | – | – | 27.7K | SEC |
| 2026-03-10 | 06-09 | Checkovich Tennille J. | Chief Legal Officer | A 獲配股票 | 10.7K | – | – | 22.0K | SEC |
| 2026-03-10 | 06-09 | Sutton Doug | Chief Manufacturing Officer | F 繳稅扣股 | 10.7K | 23.76 | 254K | 137K | SEC |
| 2026-03-10 | 06-09 | Smith Charles Shane | President & CEO | A 獲配股票 | 146K | – | – | 261K | SEC |
| 2026-03-10 | 06-09 | He Hank Shenghua | Director | A 獲配股票 | 78.4K | – | – | 162K | SEC |
| 2026-03-10 | 06-09 | Owens Donovan | President, North America Pork | F 繳稅扣股 | 10.3K | 23.76 | 245K | 142K | SEC |
| 2026-03-10 | 06-08 | Hall Mark L. | Chief Financial Officer | F 繳稅扣股 | 11.8K | 23.76 | 280K | 135K | SEC |
| 2026-03-10 | 06-08 | Hall Mark L. | Chief Financial Officer | A 獲配股票 | 78.4K | – | – | 147K | SEC |
| 2026-03-10 | 03-12 | Owens Donovan | President, North America Pork | A 獲配股票 | 78.6K | – | – | 156K | SEC |
| 2026-03-10 | 03-12 | Bennett Isham Jay | Chief Human Resources Officer | A 獲配股票 | 14.7K | – | – | 28.7K | SEC |
| 2026-03-10 | 03-12 | France Steven | President, Packaged Meats | A 獲配股票 | 93.3K | – | – | 163K | SEC |
| 2026-03-10 | 03-12 | Westerbeek Kraig A. | President, Hog Production | A 獲配股票 | 34.3K | – | – | 53.3K | SEC |
| 2026-03-10 | 03-12 | Watts Keller D. | Chief Business Officer | A 獲配股票 | 81.4K | – | – | 156K | SEC |
| 2026-03-10 | 03-12 | He Hank Shenghua | Director | A 獲配股票 | 78.4K | – | – | 165K | SEC |
| 2026-03-10 | 03-12 | Sutton Doug | Chief Manufacturing Officer | A 獲配股票 | 81.4K | – | – | 150K | SEC |
| 2026-03-10 | 03-12 | Checkovich Tennille J. | Chief Legal Officer | A 獲配股票 | 10.7K | – | – | 22.7K | SEC |
| 2026-03-10 | 03-12 | Smith Charles Shane | President & CEO | A 獲配股票 | 146K | – | – | 266K | SEC |
| 2026-03-10 | 03-12 | Hall Mark L. | Chief Financial Officer | A 獲配股票 | 78.4K | – | – | 150K | SEC |
| 2026-01-28 | 06-09 | Brobst Robert Allen JR | Chief Accounting Officer | F 繳稅扣股 | 822 | 23.65 | 19K | 10.8K | SEC |
| 2026-01-28 | 06-09 | Smith Charles Shane | President & CEO | F 繳稅扣股 | 5.6K | 23.65 | 132K | 114K | SEC |
| 2026-01-28 | 06-09 | He Hank Shenghua | Director | F 繳稅扣股 | 3.8K | 23.65 | 91K | 83.2K | SEC |
| 2026-01-28 | 06-09 | Owens Donovan | President, North America Pork | F 繳稅扣股 | 3.2K | 23.65 | 75K | 73.8K | SEC |
| 2026-01-28 | 06-09 | Bennett Isham Jay | Chief Human Resources Officer | F 繳稅扣股 | 992 | 23.65 | 23K | 13.0K | SEC |
| 2026-01-28 | 06-09 | France Steven | President, Packaged Meats | F 繳稅扣股 | 3.8K | 23.65 | 91K | 66.2K | SEC |
| 2026-01-28 | 06-09 | Checkovich Tennille J. | Chief Legal Officer | F 繳稅扣股 | 708 | 23.65 | 17K | 11.3K | SEC |
| 2026-01-28 | 06-09 | Sutton Doug | Chief Manufacturing Officer | F 繳稅扣股 | 3.2K | 23.65 | 75K | 65.8K | SEC |
| 2026-01-28 | 06-09 | Westerbeek Kraig A. | President, Hog Production | F 繳稅扣股 | 1.2K | 23.65 | 29K | 17.8K | SEC |
| 2026-01-28 | 06-08 | Hall Mark L. | Chief Financial Officer | F 繳稅扣股 | 3.8K | 23.65 | 91K | 68.2K | SEC |
| 2025-09-08 | 09-09 | Owens Donovan | President, U.S. Fresh Pork | P 公開市場買進 | 12.0K | 23.25 | 279K | 77.0K | SEC |
| 2025-09-08 | 09-09 | Wan Long | Director | P 公開市場買進 | 1.8M | 23.25 | 41.9M | 5.1M | SEC |
| 2025-09-08 | 09-09 | Hall Mark L. | Chief Financial Officer | P 公開市場買進 | 2.0K | 23.25 | 47K | 72.0K | SEC |
| 2025-09-08 | 09-09 | He Hank Shenghua | Director | P 公開市場買進 | 10.0K | 23.25 | 233K | 87.0K | SEC |
| 2025-09-08 | 09-09 | Watts Keller D. | Chief Business Officer | P 公開市場買進 | 3.8K | 23.25 | 89K | 74.9K | SEC |
| 2025-09-08 | 09-09 | Sutton Doug | Chief Manufacturing Officer | P 公開市場買進 | 3.9K | 23.25 | 91K | 68.9K | SEC |
| 2025-09-08 | 09-09 | France Steven | President, Packaged Meats | P 公開市場買進 | 2.5K | 23.25 | 58K | 70.0K | SEC |
| 2025-09-08 | 09-08 | WH Group Ltd | TenPercentOwner | S 公開市場賣出 | 22.5M | 23.25 | 522M | 342M | SEC |
| 2025-06-12 | 06-13 | Watts Keller D. | Chief Business Officer | P 公開市場買進 | 4.3K | 23.62 | 101K | 71.0K | SEC |
| 2025-04-08 | 04-08 | WH Group Ltd/ADR | TenPercentOwner | J 其他 | 21.3K | – | – | 0 | SEC |
| 2025-02-20 | 02-21 | WH Group Ltd/ADR | TenPercentOwner | S 公開市場賣出 | 2.5M | 20.00 | 50.1M | 365M | SEC |
| 2025-01-29 | 01-30 | Hall Mark L. | Chief Financial Officer | P 公開市場買進 | 10.0K | 20.00 | 200K | 70.0K | SEC |
| 2025-01-29 | 01-30 | Hall Mark L. | Chief Financial Officer | A 獲配股票 | 60.0K | – | – | 60.0K | SEC |
| 2025-01-29 | 01-30 | Owens Donovan | President, U.S. Fresh Pork | P 公開市場買進 | 5.0K | 20.00 | 100K | 65.0K | SEC |
| 2025-01-29 | 01-30 | Owens Donovan | President, U.S. Fresh Pork | A 獲配股票 | 60.0K | – | – | 60.0K | SEC |
| 2025-01-29 | 01-30 | Guo Lijun | Director | A 獲配股票 | 60.0K | – | – | 60.0K | SEC |
| 2025-01-29 | 01-30 | Smith Charles Shane | President & CEO | A 獲配股票 | 90.0K | – | – | 90.0K | SEC |
| 2025-01-29 | 01-30 | WH Group Ltd/ADR | TenPercentOwner | S 公開市場賣出 | 13.0M | 20.00 | 261M | 367M | SEC |
| 2025-01-29 | 01-30 | Starling Raymond A | Director | A 獲配股票 | 9.0K | 20.00 | 180K | 9.0K | SEC |
| 2025-01-29 | 01-30 | France Steven | President, Packaged Meats | A 獲配股票 | 60.0K | – | – | 60.0K | SEC |
| 2025-01-29 | 01-30 | Westerbeek Kraig A. | President, Hog Production | P 公開市場買進 | 1.0K | 20.00 | 20K | 19.0K | SEC |
| 2025-01-29 | 01-30 | Westerbeek Kraig A. | President, Hog Production | A 獲配股票 | 18.0K | – | – | 18.0K | SEC |
| 2025-01-29 | 01-30 | Wan Hongwei | Director | A 獲配股票 | 36.0K | – | – | 36.0K | SEC |
| 2025-01-29 | 01-30 | Bennett Isham Jay | Chief Human Resources Officer | A 獲配股票 | 14.0K | – | – | 14.0K | SEC |
| 2025-01-29 | 01-30 | Watts Keller D. | Chief Business Officer | P 公開市場買進 | 6.7K | 20.00 | 135K | 66.7K | SEC |
| 2025-01-29 | 01-30 | Watts Keller D. | Chief Business Officer | A 獲配股票 | 60.0K | – | – | 60.0K | SEC |
| 2025-01-29 | 01-30 | France Steven | President, Packaged Meats | P 公開市場買進 | 7.5K | 20.00 | 150K | 67.5K | SEC |
| 2025-01-29 | 01-30 | QUELCH JOHN | Director | A 獲配股票 | 9.0K | 20.00 | 180K | 9.0K | SEC |
| 2025-01-29 | 01-30 | Zhou Xiaoming | Director | A 獲配股票 | 54.0K | – | – | 54.0K | SEC |
| 2025-01-29 | 01-30 | Wan Long | Director | P 公開市場買進 | 3.2M | 20.00 | 64.0M | 3.3M | SEC |
| 2025-01-29 | 01-30 | Smith Charles Shane | President & CEO | P 公開市場買進 | 30.0K | 20.00 | 600K | 120K | SEC |
| 2025-01-29 | 01-30 | Wan Long | Director | A 獲配股票 | 60.0K | – | – | 60.0K | SEC |
| 2025-01-29 | 01-30 | Gallagher Marie T. | Director | A 獲配股票 | 9.0K | – | – | 9.0K | 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 |
|---|---|---|---|---|
| Two Sigma TWO SIGMA INVESTMENTS, LP | 4.2M | 103M | 新進 | 新進 |
| AQR CAPITAL MANAGEMENT LLC | 4.1M | 99.8M | 新進 | 新進 |
| FMR LLC | 2.9M | 70.5M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 2.3M | 55.3M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.7M | 41.0M | 新進 | 新進 |
| Assenagon Asset Management S.A. | 1.6M | 37.9M | 新進 | 新進 |
| BlackRock, Inc. | 1.4M | 33.1M | 新進 | 新進 |
| Qube Research & Technologies Ltd | 1.2M | 30.2M | 新進 | 新進 |
| UBS Group AG | 1.2M | 28.5M | 新進 | 新進 |
| Fourth Sail Capital LP | 1.1M | 25.9M | 新進 | 新進 |
| Gotham Asset Management, LLC | 1.0M | 25.3M | 新進 | 新進 |
| 千禧 MILLENNIUM MANAGEMENT LLC | 927K | 22.5M | 新進 | 新進 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 836K | 20.3M | 新進 | 新進 |
| BANK OF AMERICA CORP /DE/ | 818K | 19.9M | 新進 | 新進 |
| MORGAN STANLEY | 805K | 19.5M | 新進 | 新進 |
| STATE STREET CORP | 765K | 18.6M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 733K | 17.8M | 新進 | 新進 |
| Allianz Asset Management GmbH | 636K | 17.8M | 新進 | 新進 |
| Bank of New York Mellon Corp | 678K | 16.4M | 新進 | 新進 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 608K | 14.8M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 588K | 14.3M | 新進 | 新進 |
| MACQUARIE GROUP LTD | 565K | 13.7M | 新進 | 新進 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 565K | 13.7M | 新進 | 新進 |
| Nuveen, LLC | 558K | 13.5M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 500K | 12.6M | 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 | 284 +39 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 284 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 54.3M · 13.8% |
| 合計季末市值 | 1.1B |
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 | 4.6M |
|---|---|
| 與上期比 | +23.4% |
| 佔流通股數 | 1.16% |
| 日均成交量 | 1.4M |
| 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 | 4.6M | +23.4% | 1.16% | 1.4M | 3.3 |
| 2026-08-14 | 3.7M | -15.5% | 0.94% | 1.8M | 2.0 |
| 2026-07-31 | 4.4M | -24.3% | 1.11% | 994K | 4.4 |
| 2026-07-15 | 5.8M | -7.2% | 1.47% | 1.5M | 3.9 |
| 2026-06-30 | 6.2M | +13.8% | 1.58% | 1.3M | 4.7 |
| 2026-06-15 | 5.5M | +24.0% | 1.39% | 1.1M | 4.8 |
| 2026-05-29 | 4.4M | +35.6% | 1.12% | 1.1M | 3.9 |
| 2026-05-15 | 3.3M | +10.4% | 0.83% | 1.3M | 2.6 |
| 2026-04-30 | 3.0M | -19.5% | 0.75% | 1.7M | 1.7 |
| 2026-04-15 | 3.7M | -15.2% | 0.93% | 2.1M | 1.7 |
| 2026-03-31 | 4.3M | +29.2% | 1.10% | 2.5M | 1.8 |
| 2026-03-13 | 3.3M | -2.0% | 0.85% | 855K | 3.9 |
| 2026-02-27 | 3.4M | +7.0% | 0.87% | 761K | 4.5 |
| 2026-02-13 | 3.2M | +14.3% | 0.81% | 861K | 3.7 |
| 2026-01-30 | 2.8M | +5.8% | 0.71% | 733K | 3.8 |
| 2026-01-15 | 2.6M | -9.9% | 0.67% | 849K | 3.1 |
| 2025-12-31 | 2.9M | +11.8% | 0.74% | 699K | 4.2 |
| 2025-12-15 | 2.6M | +6.1% | 0.67% | 933K | 2.8 |
| 2025-11-28 | 2.5M | +4.0% | 0.63% | 873K | 2.8 |
| 2025-11-14 | 2.4M | +1.0% | 0.60% | 1.0M | 2.3 |
| 2025-10-31 | 2.4M | -22.0% | 0.60% | 1.1M | 2.2 |
| 2025-10-15 | 3.0M | +19.9% | 0.77% | 1.1M | 2.8 |
| 2025-09-30 | 2.5M | +19.3% | 0.64% | 1.1M | 2.3 |
| 2025-09-15 | 2.1M | -23.3% | 0.54% | 2.9M | 1.0 |
| 2025-08-29 | 2.7M | +24.0% | 0.70% | 873K | 3.1 |
| 2025-08-15 | 2.2M | +21.1% | 0.56% | 990K | 2.2 |