菲利普莫里斯国际 PM
$197.88 −$3.62 (-1.80%)
休市 · Nov 6, 8:10 pm ET · 最新盘后价 $201.00 +1.58%
开盘$197.68
昨收$201.50
当日区间$193.62 – $200.66
成交量5.64M
市值$308.43B
市盈率（TTM）28.9
股息率3.04%
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84.2%-0.33 个百分点，较上季度
持仓机构数3,243+23 ，较上季度
内部人近期交易32次买入 / 14次卖出净买入
空头持仓比例1.11% 占流通股回补天数 3.9 · 截至 15 Oct 2026
卖空成交量占比17.3%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：−$151.98M（5个净流入日，15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39.3%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1.03%升至1.11%。
近期机构持仓变动
| 股东 | 类型 | 期间 | 持股变动 | 新持股比例 |
|---|---|---|---|---|
| Capital Research | Mutual Fund | 2026/Q3 | +3,644,248 | 18.8% |
| BNY Mellon Asset Management | Mutual Fund | 2026/Q3 | +2,640,504 | 0.7% |
| First Trust Advisors L.P. | Mutual Fund | 2026/Q3 | +2,443,921 | 0.2% |
| Franklin Resources | Mutual Fund | 2026/Q3 | +2,048,591 | 0.3% |
| UBS Asset Management | Mutual Fund | 2026/Q3 | +1,103,934 | 0.7% |
| The Goldman Sachs Group, Inc. | Public Company | 2026/Q3 | +1,067,357 | 0.3% |
| FMR | Mutual Fund | 2026/Q3 | +1,060,105 | 2.5% |
| Maverick Capital, Ltd. | Hedge Fund | 2026/Q3 | +889,809 | 0.1% |
| Woodline Partners LP | Hedge Fund | 2026/Q3 | +885,272 | 0.1% |
| Citigroup Inc. | Public Company | 2026/Q3 | +847,723 | 0.2% |
| Morgan Stanley | Public Company | 2026/Q3 | +827,148 | 0.8% |
| Ilex Capital Partners (Uk) LLP | Hedge Fund | 2026/Q3 | +804,943 | 0.1% |
| Grantham Mayo Van Otterloo & Co. LLC | Mutual Fund | 2026/Q3 | +775,917 | 0.0% |
| Vanguard Portfolio Management, LLC | Mutual Fund | 2026/Q3 | +704,227 | 1.9% |
| Holocene Advisors, LP | Hedge Fund | 2026/Q3 | +697,816 | 0.0% |
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 |
|---|---|---|---|---|---|---|
| 31 Jul 2026 | Massimo Andolina | Group Chief Financial Officer | Initial Statement of Beneficial | +0 | – | 23,310 |
| 5 May 2026 | Lisa Hook | Lead Independent Director | Other Acquisition | +1,119 | $169.93 | 20,020 |
| 5 May 2026 | Kalpana Morparia | Independent Director | Other Acquisition | +1,119 | $169.93 | 28,236 |
| 5 May 2026 | Andre Calantzopoulos | Non-Executive Chairperson | Other Acquisition | +1,119 | $169.93 | 987,194 |
| 5 May 2026 | Werner Geissler | Independent Director | Other Acquisition | +1,119 | $169.93 | 1,870 |
| 5 May 2026 | Michel Marie Combes | Independent Director | Other Acquisition | +1,119 | $169.93 | 10,609 |
| 5 May 2026 | Shlomo Yanai | Independent Director | Other Acquisition | +1,119 | $169.93 | 8,281 |
| 5 May 2026 | Robert Polet | Independent Director | Other Acquisition | +1,119 | $169.93 | 29,765 |
| 5 May 2026 | Victoria Harker | Independent Director | Other Acquisition | +1,119 | $169.93 | 4,537 |
| 5 May 2026 | Brant Bough | Independent Director | Other Acquisition | +1,119 | $169.93 | 11,296 |
| 5 Mar 2026 | Reginaldo Dobrowolski | Group Controller | Sale to Issuer | -22 | $169.98 | 17,634 |
| 19 Feb 2026 | Stacey Kennedy | CEO of PMI U.S. | Open Market Disposition | -14,350 | $183.13 | 27,771 |
| 19 Feb 2026 | Reginaldo Dobrowolski | Group Controller | Open Market Disposition | -6,000 | $183.58 | 17,016 |
| 18 Feb 2026 | Emmanuel Babeau | Strategic Advisor | Open Market Disposition | -33,800 | $181.61 | 121,663 |
| 18 Feb 2026 | Jacek Olczak | Chief Executive Officer | Open Market Disposition | -80,000 | $182.18 | 500,844 |
| 18 Feb 2026 | Frederic de Wilde | CEO of PMI International | Open Market Disposition | -20,000 | $182.58 | 94,373 |
| 18 Feb 2026 | Yann Guerin | Group Chief Legal Officer | Open Market Disposition | -4,000 | $181.69 | 17,902 |
| 17 Feb 2026 | Andre Calantzopoulos | Non-Executive Chairperson | Sale to Issuer | -14,740 | $182.67 | 986,075 |
| 17 Feb 2026 | Emmanuel Babeau | Strategic Advisor | Sale to Issuer | -2,228 | $182.67 | 121,663 |
| 17 Feb 2026 | Jacek Olczak | Chief Executive Officer | Sale to Issuer | -6,121 | $182.67 | 500,844 |
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 | 17,303,622 | 1.1% | 3.9 |
| 30 Sep 2026 | 17,747,343 | 1.1% | 3.6 |
| 15 Sep 2026 | 13,817,309 | 0.9% | 3.6 |
| 31 Aug 2026 | 16,588,937 | 1.1% | 3.6 |
| 14 Aug 2026 | 12,990,337 | 0.8% | 3.0 |
| 31 Jul 2026 | 16,127,996 | 1.0% | 2.8 |
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