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APD Air Products & Chemicals Inc.

Materials, filed as AIR PRODS & CHEMS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 1

  • 7 Owners
  • #177
  • Max 4.0%
  • Master 0.25%
  • $4.3B
  • 4 add 1 reduce 2 small

In 2026 Q2, 4 managers added and 1 trimmed.

Who owns this now

Largest portfolio weights among holders, up to 4.0% (Andreas Halvorsen, Viking Global Investors). Not free-float ownership.

  1. Andreas Halvorsen Add 4.0%
  2. Ako Capital Add 3.8%
  3. Dodge & Cox Add 1.4%
  4. Hillman Capital Management Reduce 0.28%
  5. Thomas Gayner Add 0.20%
  6. Jensen Investment Management Reduce 0.04%

Who owns APD

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 1.4% Small add +1.8% 9,393,493 $2.8B History
Andreas Halvorsen, Viking Global Investors 4.0%, was 3.3% Add +15.5% 4,740,351 $1.4B History
Ako Capital 3.8%, was 1.3% Add +137.1% 553,359 $162M History
Thomas Gayner, Markel Group 0.20%, was 0.19% Add +17.2% 88,500 $26M History
Jensen Investment Management 0.04%, was 0.05% Reduce −28.6% 5,491 $1.6M History
Hillman Capital Management 0.28% Small trim −2.5% 1,306 $383K History
First Eagle Investment Management <0.01% Add +164.7% 45 $13K History

7 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by APD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All APD insider trades
  • None no insider bought on the open market
  • $20.8M sold by 2 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Melissa N. Schaeffer CFO
    Sale
    $824K 2,714 shares at $303.76 16% of stake
    Traded May 1 Filed May 4
    ↗
  2. Mantle Ridge LP Director, +2 joint filers
    Sale
    $19.9M 70,175 shares at $284.21 43% of stake
    Traded Feb 12 Filed Feb 13
    ↗
  3. Andrew W Evans Director
    Buy
    $1,475 5 shares at $294.96 +100% to stake
    Traded Apr 2, 2025 Filed Nov 21, 2025
    ↗
  4. Andrew W Evans Director
    Sale
    $1,416 5 shares at $283.20 50% of stake
    Traded Apr 3, 2025 Filed Nov 21, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 11 stock grants, 7 share withholdings for taxes, 5 other transactions, and 1 gift.

Congress

13 members of Congress traded APD in the last three years: 12 buys and 19 sales. 13 members listed it in 2025 annual reports.

All Congress trades
  1. Richard McCormick R-GA-7 Sell $1K–$15K Jul 30 filed Aug 14
  2. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  3. Josh Gottheimer D-NJ-5Joint Buy $1K–$15K Mar 5 filed Apr 8
  4. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 18, 2025 filed Jan 15
  5. Josh Gottheimer D-NJ-5Joint Partial sale $15K–$50K Dec 8, 2025 filed Jan 14
  6. Julie Johnson D-TX-32Joint Partial sale $1K–$15K Nov 13, 2025 filed Dec 11, 2025

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
10-Q FORM 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 2.06,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Source: SEC EDGAR submissions, updated about 22 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12.6B $12.1B $12.04B
Gross profit * $3.77B $3.93B $3.78B
Gross margin * 29.9% 32.5% 31.4%
Net income $2.3B $3.83B -$0.394B
Net margin * 18.3% 31.6% -3.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.2B $6.36B $5.83B
Total non-current assets $26.8B $33.21B $35.23B
Total assets $32B $39.57B $41.06B
Total current liabilities $3.9B $4.18B $4.22B
Total non-current liabilities $12.45B $16.72B $19.49B
Total equity $14.31B $17.04B $15.02B

Cash flow

Metric FY2023 FY2024 FY2025
Net change in cash -$1.09B $1.36B -$1.12B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.