SW
Smurfit Westrock plc
+1.29 (+2.89%)45.87USD1.5M成交股數24.1B市值48.8本益比(近四季)0.8股價營收比+1.1%營收年增(近四季)2026-10-28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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | 09-14 | FergusonMchugh MaryLynn | Director | A 獲配股票 | 48 | – | – | 8.6K | SEC |
| 2026-09-10 | 09-14 | Arnold Colleen F. | Director | A 獲配股票 | 344 | – | – | 36.6K | SEC |
| 2026-09-10 | 09-14 | Garren Ben | See remarks | A 獲配股票 | 56 | – | – | 15.0K | SEC |
| 2026-09-10 | 09-14 | Fairweather Carol | Director | A 獲配股票 | 48 | – | – | 11.6K | SEC |
| 2026-09-10 | 09-14 | Henao Alvaro | See remarks | A 獲配股票 | 35 | – | – | 72.9K | SEC |
| 2026-09-10 | 09-14 | BERNLOHR TIMOTHY J | Director | A 獲配股票 | 48 | – | – | 57.6K | SEC |
| 2026-09-10 | 09-14 | Brown Carole Lynnette | Director | A 獲配股票 | 48 | – | – | 6.8K | SEC |
| 2026-09-10 | 09-14 | WILSON ALAN D | Director | A 獲配股票 | 674 | – | – | 67.6K | SEC |
| 2026-09-10 | 09-14 | Rasmussen Jorgen Buhl | Director | A 獲配股票 | 48 | – | – | 14.8K | SEC |
| 2026-09-10 | 09-14 | Hietala Kaisa | Director | A 獲配股票 | 48 | – | – | 10.1K | SEC |
| 2026-09-10 | 09-14 | Sellier Laurent | See remarks | A 獲配股票 | 140 | – | – | 139K | SEC |
| 2026-09-10 | 09-14 | Mayer Saverio | See remarks | A 獲配股票 | 119 | – | – | 242K | SEC |
| 2026-09-10 | 09-14 | Page Irene | Chief Accounting Officer | A 獲配股票 | 23 | – | – | 62.8K | SEC |
| 2026-09-10 | 09-14 | Finan Irial | Director | A 獲配股票 | 75 | – | – | 59.0K | SEC |
| 2026-09-10 | 09-14 | SMURFIT ANTHONY P J | President and CEO | A 獲配股票 | 486 | – | – | 1.7M | SEC |
| 2026-09-10 | 09-14 | Harrison Suzan F. | Director | A 獲配股票 | 48 | – | – | 28.1K | SEC |
| 2026-09-10 | 09-14 | Bowles Ken | Executive VP and CFO | A 獲配股票 | 140 | – | – | 174K | SEC |
| 2026-08-14 | 08-18 | Bowles Ken | Executive VP and Group CFO | A 獲配股票 | 234 | – | – | 174K | SEC |
| 2026-08-14 | 08-18 | Sellier Laurent | See remarks | A 獲配股票 | 234 | – | – | 139K | SEC |
| 2026-08-14 | 08-18 | SMURFIT ANTHONY P J | President and Group CEO | A 獲配股票 | 784 | – | – | 1.7M | SEC |
| 2026-08-14 | 08-18 | Page Irene | Chief Accounting Officer | A 獲配股票 | 29 | – | – | 62.8K | SEC |
| 2026-08-14 | 08-18 | Henao Alvaro | See remarks | A 獲配股票 | 67 | – | – | 72.8K | SEC |
| 2026-08-14 | 08-18 | Mayer Saverio | See remarks | A 獲配股票 | 195 | – | – | 242K | SEC |
| 2026-08-14 | 08-18 | Garren Ben | See remarks | A 獲配股票 | 71 | – | – | 14.9K | SEC |
| 2026-06-10 | 06-12 | Fairweather Carol | Director | A 獲配股票 | 51 | – | – | 11.6K | SEC |
| 2026-06-10 | 06-12 | BERNLOHR TIMOTHY J | Director | A 獲配股票 | 51 | – | – | 57.6K | SEC |
| 2026-06-10 | 06-12 | Harrison Suzan F. | Director | A 獲配股票 | 51 | – | – | 28.0K | SEC |
| 2026-06-10 | 06-12 | Rasmussen Jorgen Buhl | Director | A 獲配股票 | 51 | – | – | 14.7K | SEC |
| 2026-06-10 | 06-12 | Brown Carole Lynnette | Director | A 獲配股票 | 51 | – | – | 6.8K | SEC |
| 2026-06-10 | 06-12 | WILSON ALAN D | Director | A 獲配股票 | 721 | – | – | 66.9K | SEC |
| 2026-06-10 | 06-12 | Hietala Kaisa | Director | A 獲配股票 | 51 | – | – | 10.1K | SEC |
| 2026-06-10 | 06-12 | Finan Irial | Director | A 獲配股票 | 80 | – | – | 58.9K | SEC |
| 2026-06-10 | 06-12 | Garren Ben | See remarks | A 獲配股票 | 60 | – | – | 14.9K | SEC |
| 2026-06-10 | 06-12 | Arnold Colleen F. | Director | A 獲配股票 | 368 | – | – | 36.3K | SEC |
| 2026-06-10 | 06-12 | Mayer Saverio | See remarks | A 獲配股票 | 127 | – | – | 241K | SEC |
| 2026-06-10 | 06-12 | Henao Alvaro | See remarks | A 獲配股票 | 38 | – | – | 72.8K | SEC |
| 2026-06-10 | 06-12 | FergusonMchugh MaryLynn | Director | A 獲配股票 | 51 | – | – | 8.6K | SEC |
| 2026-06-10 | 06-12 | Page Irene | Chief Accounting Officer | A 獲配股票 | 25 | – | – | 62.7K | SEC |
| 2026-06-10 | 06-12 | SMURFIT ANTHONY P J | President and Group CEO | A 獲配股票 | 521 | – | – | 1.7M | SEC |
| 2026-06-10 | 06-12 | Sellier Laurent | See remarks | A 獲配股票 | 150 | – | – | 139K | SEC |
| 2026-06-10 | 06-12 | Bowles Ken | Executive VP and Group CFO | A 獲配股票 | 150 | – | – | 174K | SEC |
| 2026-05-15 | 05-19 | Page Irene | Chief Accounting Officer | A 獲配股票 | 38 | – | – | 62.7K | SEC |
| 2026-05-15 | 05-19 | Bowles Ken | Executive VP and Group CFO | A 獲配股票 | 303 | – | – | 174K | SEC |
| 2026-05-15 | 05-19 | SMURFIT ANTHONY P J | President and Group CEO | A 獲配股票 | 1.0K | – | – | 1.7M | SEC |
| 2026-05-15 | 05-19 | Garren Ben | See remarks | A 獲配股票 | 92 | – | – | 14.8K | SEC |
| 2026-05-15 | 05-19 | Henao Alvaro | See remarks | A 獲配股票 | 87 | – | – | 72.7K | SEC |
| 2026-05-15 | 05-19 | Mayer Saverio | See remarks | A 獲配股票 | 253 | – | – | 241K | SEC |
| 2026-05-15 | 05-19 | Sellier Laurent | See remarks | A 獲配股票 | 303 | – | – | 138K | SEC |
| 2026-05-01 | 05-05 | Brown Carole Lynnette | Director | A 獲配股票 | 4.4K | – | – | 8.9K | SEC |
| 2026-05-01 | 05-05 | BERNLOHR TIMOTHY J | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 57.5K | SEC |
| 2026-05-01 | 05-05 | BERNLOHR TIMOTHY J | Director | A 獲配股票 | 4.4K | – | – | 59.6K | SEC |
| 2026-05-01 | 05-05 | Arnold Colleen F. | Director | A 獲配股票 | 4.4K | – | – | 38.0K | SEC |
| 2026-05-01 | 05-05 | WILSON ALAN D | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 66.2K | SEC |
| 2026-05-01 | 05-05 | WILSON ALAN D | Director | A 獲配股票 | 4.4K | – | – | 68.3K | SEC |
| 2026-05-01 | 05-05 | Rasmussen Jorgen Buhl | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 14.7K | SEC |
| 2026-05-01 | 05-05 | Rasmussen Jorgen Buhl | Director | A 獲配股票 | 4.4K | – | – | 16.8K | SEC |
| 2026-05-01 | 05-05 | Hietala Kaisa | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 10.0K | SEC |
| 2026-05-01 | 05-05 | Arnold Colleen F. | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 35.9K | SEC |
| 2026-05-01 | 05-05 | Hietala Kaisa | Director | A 獲配股票 | 4.4K | – | – | 12.1K | SEC |
| 2026-05-01 | 05-05 | Harrison Suzan F. | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 28.0K | SEC |
| 2026-05-01 | 05-05 | Harrison Suzan F. | Director | A 獲配股票 | 4.4K | – | – | 30.1K | SEC |
| 2026-05-01 | 05-05 | Brown Carole Lynnette | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 6.7K | SEC |
| 2026-05-01 | 05-05 | CREWS TERRELL K | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 30.4K | SEC |
| 2026-05-01 | 05-05 | Melgar Lourdes | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 4.1K | SEC |
| 2026-05-01 | 05-05 | FergusonMchugh MaryLynn | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 8.5K | SEC |
| 2026-05-01 | 05-05 | Finan Irial | Director | A 獲配股票 | 7.0K | – | – | 62.2K | SEC |
| 2026-05-01 | 05-05 | Fairweather Carol | Director | F 繳稅扣股 | 2.1K | 38.39 | 82K | 11.5K | SEC |
| 2026-05-01 | 05-05 | FergusonMchugh MaryLynn | Director | A 獲配股票 | 4.4K | – | – | 10.7K | SEC |
| 2026-05-01 | 05-05 | Fairweather Carol | Director | A 獲配股票 | 4.4K | – | – | 13.7K | SEC |
| 2026-05-01 | 05-05 | Finan Irial | Director | F 繳稅扣股 | 3.3K | 38.39 | 128K | 58.8K | SEC |
| 2026-03-19 | 03-20 | Garren Ben | See remarks | F 繳稅扣股 | 9 | 38.58 | 347.22 | 14.7K | SEC |
| 2026-03-19 | 03-20 | SMURFIT ANTHONY P J | President and Group CEO | F 繳稅扣股 | 19 | 38.58 | 733.02 | 1.7M | SEC |
| 2026-03-19 | 03-20 | Sellier Laurent | See remarks | F 繳稅扣股 | 30 | 38.58 | 1K | 138K | SEC |
| 2026-03-19 | 03-20 | Page Irene | Chief Accounting Officer | F 繳稅扣股 | 7 | 38.58 | 270.06 | 62.7K | SEC |
| 2026-03-19 | 03-20 | Mayer Saverio | See remarks | F 繳稅扣股 | 28 | 38.58 | 1K | 241K | SEC |
| 2026-03-19 | 03-20 | Henao Alvaro | See remarks | F 繳稅扣股 | 8 | 38.58 | 308.64 | 72.6K | SEC |
| 2026-03-19 | 03-20 | Bowles Ken | Executive VP and Group CFO | F 繳稅扣股 | 39 | 38.58 | 2K | 174K | SEC |
| 2026-03-18 | 03-20 | Melgar Lourdes | Director | A 獲配股票 | 51 | – | – | 6.2K | SEC |
| 2026-03-18 | 03-20 | Rasmussen Jorgen Buhl | Director | A 獲配股票 | 51 | – | – | 12.4K | SEC |
| 2026-03-18 | 03-20 | Fairweather Carol | Director | A 獲配股票 | 51 | – | – | 9.2K | 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. | 45.5M | 2.1B | +692K (+2%) | 加碼 |
| Capital Research Global Investors | 42.6M | 2.0B | +3.7M (+9%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 34.2M | 1.6B | +285K (+1%) | 加碼 |
| STATE STREET CORP | 28.1M | 1.3B | +2.8M (+11%) | 加碼 |
| Nuveen, LLC | 24.8M | 1.1B | +222K (+1%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 24.4M | 1.1B | +41.5K (+0%) | 加碼 |
| Capital World Investors | 15.5M | 716M | +3.0M (+24%) | 加碼 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 15.0M | 696M | −527K (-3%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 14.5M | 670M | +279K (+2%) | 加碼 |
| FRANKLIN RESOURCES INC | 13.5M | 622M | +523K (+4%) | 加碼 |
| Invesco Ltd. | 11.4M | 529M | +787K (+7%) | 加碼 |
| AMERIPRISE FINANCIAL INC | 9.9M | 460M | +1.4M (+16%) | 加碼 |
| Bank of New York Mellon Corp | 9.9M | 458M | +1.1M (+12%) | 加碼 |
| 挪威主權基金 NORGES BANK | 9.9M | 455M | 新進 | 新進 |
| MORGAN STANLEY | 7.7M | 357M | +1.7M (+29%) | 加碼 |
| FMR LLC | 7.5M | 347M | −2.6M (-26%) | 減碼 |
| GOLDMAN SACHS GROUP INC | 7.3M | 337M | +1.3M (+22%) | 加碼 |
| DEUTSCHE BANK AG\ | 6.8M | 315M | +288K (+4%) | 加碼 |
| Orbis Allan Gray Ltd | 5.9M | 272M | −7.9M (-57%) | 減碼 |
| BANK OF AMERICA CORP /DE/ | 5.8M | 266M | +298K (+5%) | 加碼 |
| NORDEA INVESTMENT MANAGEMENT AB | 5.4M | 247M | −595K (-10%) | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5.3M | 246M | −5.4M (-50%) | 減碼 |
| Trinity Street Asset Management LLP | 5.3M | 243M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 5.2M | 241M | +368K (+8%) | 加碼 |
| NORTHERN TRUST CORP | 4.8M | 222M | +83.4K (+2%) | 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 | 641 +25 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 105 / 80 / 246 / 170 |
| 機構合計持股 · 佔流通股 | 503M · 96.0% |
| 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 | 22.5M |
|---|---|
| 與上期比 | +7.1% |
| 佔流通股數 | 4.29% |
| 日均成交量 | 4.4M |
| 回補天數 | 5.1 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 | 22.5M | +7.1% | 4.29% | 4.4M | 5.1 |
| 2026-08-14 | 21.0M | -16.7% | 4.01% | 4.3M | 4.9 |
| 2026-07-31 | 25.2M | -1.1% | 4.81% | 5.8M | 4.3 |
| 2026-07-15 | 25.5M | -7.7% | 4.86% | 5.1M | 5.0 |
| 2026-06-30 | 27.6M | -2.4% | 5.27% | 7.0M | 3.9 |
| 2026-06-15 | 28.3M | +3.3% | 5.40% | 5.8M | 4.9 |
| 2026-05-29 | 27.4M | +1.6% | 5.23% | 4.9M | 5.6 |
| 2026-05-15 | 27.0M | -7.0% | 5.14% | 4.8M | 5.7 |
| 2026-04-30 | 29.0M | -5.4% | 5.53% | 5.9M | 4.9 |
| 2026-04-15 | 30.7M | -5.5% | 5.85% | 4.0M | 7.7 |
| 2026-03-31 | 32.5M | +8.4% | 6.19% | 6.5M | 5.0 |
| 2026-03-13 | 29.9M | +12.9% | 5.71% | 6.2M | 4.8 |
| 2026-02-27 | 26.5M | -4.0% | 5.06% | 6.4M | 4.2 |
| 2026-02-13 | 27.6M | +18.2% | 5.26% | 9.0M | 3.1 |
| 2026-01-30 | 23.4M | -0.1% | 4.45% | 5.6M | 4.2 |
| 2026-01-15 | 23.4M | +4.6% | 4.46% | 5.1M | 4.5 |
| 2025-12-31 | 22.3M | -2.1% | 4.26% | 4.4M | 5.1 |
| 2025-12-15 | 22.8M | +4.5% | 4.35% | 5.5M | 4.2 |
| 2025-11-28 | 21.9M | -0.8% | 4.17% | 5.1M | 4.3 |
| 2025-11-14 | 22.0M | +9.8% | 4.20% | 5.7M | 3.9 |
| 2025-10-31 | 20.1M | -2.7% | 3.83% | 5.5M | 3.6 |
| 2025-10-15 | 20.6M | -0.3% | 3.93% | 5.1M | 4.0 |
| 2025-09-30 | 20.7M | +7.7% | 3.94% | 4.8M | 4.3 |
| 2025-09-15 | 19.2M | +0.2% | 3.66% | 3.4M | 5.6 |
| 2025-08-29 | 19.2M | -14.5% | 3.65% | 4.7M | 4.0 |
| 2025-08-15 | 22.4M | +17.9% | 4.27% | 3.5M | 6.3 |