开盘$75.24
昨收$71.64
当日区间$73.10 – $75.83
成交量17.22M
市值$184.18B
市盈率(TTM)32.4
股息率0.67%
股权结构与仓位
谁在持有、谁在做空,以及大资金的流向
机构持股比例93.7%-3.21 个百分点,较上季度
持仓机构数2,762+31 ,较上季度
内部人近期交易24次买入 / 25次卖出净卖出
空头持仓比例1.10% 占流通股回补天数 2.6 · 截至 15 Oct 2026
卖空成交量占比17.2%近5日成交量平均占比
卖空成交量占当日成交量比例
大单净流入,近20个交易日
大单买入减卖出的净额(美元)。该窗口期内:−$49.87M(9个净流入日,11个净流出日)。
按单量净流入,近20个交易日
超大单/大单近似机构级别交易;中单/小单近似散户级别交易。各档买入减卖出净额,按窗口期累计。
已披露的前五大股东合计持有31.4%的流通股。
最大股东
按投资者类型
过去6次双周报告中(31 Jul 2026至15 Oct 2026),空头持仓占流通股比例已从1.25%降至1.10%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Deka Investment GmbH | Mutual Fund | 2026/Q3 | +2,124,599 | 0.2% |
| Capital Research | Mutual Fund | 2026/Q3 | +23,307,924 | 6.2% |
| T. Rowe Price Group, Inc. | Mutual Fund | 2026/Q3 | +10,338,284 | 2.6% |
| Columbia Management Investment Advisers, LLC | Mutual Fund | 2026/Q3 | +7,848,290 | 0.5% |
| Morgan Stanley | Public Company | 2026/Q3 | +7,162,960 | 0.8% |
| Brewin Dolphin Wealth Management Limited | Mutual Fund | 2026/Q3 | +6,250,216 | 0.3% |
| State Street Global Advisors | Mutual Fund | 2026/Q3 | +4,193,060 | 4.8% |
| Egerton Capital (UK) LLP | Hedge Fund | 2026/Q3 | +3,990,670 | 0.4% |
| AllianceBernstein | Mutual Fund | 2026/Q3 | +3,983,212 | 0.5% |
| Teachers Insurance and Annuity Association-College Retirement Equities Fund | Mutual Fund | 2026/Q3 | +3,468,614 | 1.0% |
| Amundi Asset Management | Mutual Fund | 2026/Q3 | +3,436,380 | 0.7% |
| Wellington Management Group | Mutual Fund | 2026/Q3 | +3,156,496 | 1.3% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +3,138,730 | 0.6% |
| Swedbank Robur Fonder AB | Mutual Fund | 2026/Q3 | +3,087,280 | 0.4% |
| Balyasny Asset Management L.P. | Hedge Fund | 2026/Q3 | +2,873,136 | 0.1% |
按报告期列出的机构买卖动态,变动幅度从大到小排列。
内部人交易
| 日期 | 内部人 | 职位 | 交易类型 | 股数 | 价格 | 交易后持股 |
|---|---|---|---|---|---|---|
| 5 Aug 2026 | Craig Lampo | Chief Financial Officer | Other Disposition | -109,094 | – | 728,500 |
| 4 Aug 2026 | David Silverman | Officer | Derivative Exercise and Sale | -240,000 | $87.12 | 53,000 |
| 3 Aug 2026 | Craig Lampo | Chief Financial Officer | Derivative Exercise and Sale | -386,400 | $83.65 | 837,594 |
| 2 Aug 2026 | Lance D'Amico | General Counsel | Derivative Exercise and Sale | -200,000 | $80.99 | 202,800 |
| 30 Jul 2026 | Richard Norwitt | Chairperson & CEO | Derivative Exercise and Sale | -1,372,208 | $81.14 | 5,591,304 |
| 21 May 2026 | Craig Lampo | Chief Financial Officer | Other Derivative Acquisition | +266,322 | $66.03 | 266,322 |
| 21 May 2026 | David Falck | Lead Independent Director | Other Acquisition | +3,104 | – | 192,692 |
| 21 May 2026 | Nancy Altobello | Independent Director | Other Acquisition | +3,104 | – | 40,788 |
| 21 May 2026 | Richard Norwitt | Chairperson & CEO | Other Derivative Acquisition | +929,978 | $66.03 | 929,978 |
| 21 May 2026 | Luc Walter | President of Harsh Environment Solutions Division | Other Derivative Acquisition | +217,618 | $66.03 | 217,618 |
| 21 May 2026 | Robert Livingston | Independent Director | Other Acquisition | +3,104 | – | 279,264 |
| 21 May 2026 | Sanjiv Lamba | Independent Director | Other Acquisition | +3,104 | – | 4,200 |
| 21 May 2026 | Lance D'Amico | General Counsel | Other Derivative Acquisition | +166,040 | $66.03 | 166,040 |
| 21 May 2026 | Rita Lane | Independent Director | Other Acquisition | +3,104 | – | 52,796 |
| 21 May 2026 | David Silverman | Officer | Other Derivative Acquisition | +141,380 | $66.03 | 141,380 |
| 21 May 2026 | Michael Ivas | Officer | Other Derivative Acquisition | +102,268 | $66.03 | 102,268 |
| 21 May 2026 | William Doherty | President of Communications Solutions Division | Other Derivative Acquisition | +217,618 | $66.03 | 217,618 |
| 21 May 2026 | Prahlad Singh | Independent Director | Other Acquisition | +3,104 | – | 25,856 |
| 21 May 2026 | Anne Wolff | Independent Director | Other Acquisition | +3,104 | – | 85,412 |
| 21 May 2026 | Peter Straub | President of the Interconnect & Sensor Systems Division | Other Derivative Acquisition | +217,618 | $66.03 | 217,618 |
数据来自Form 4/Form 144申报文件。负数为减持(出售、赠予或代扣税款股份),正数为增持。
空头持仓(按报告期)
| 报告日期 | 空头股数 | 占流通股比例 | 回补天数 |
|---|---|---|---|
| 15 Oct 2026 | 27,069,569 | 1.1% | 2.6 |
| 30 Sep 2026 | 30,631,574 | 1.2% | 2.3 |
| 15 Sep 2026 | 31,544,237 | 1.3% | 2.8 |
| 31 Aug 2026 | 13,561,221 | 1.1% | 2.4 |
| 14 Aug 2026 | 14,772,899 | 1.2% | 2.6 |
| 31 Jul 2026 | 15,418,079 | 1.3% | 2.1 |
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