Follow-The-Filings

Security

APD

Air Prods & Chems Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 2 new max 3.3% (Andreas Halvorsen - Vikin...)

owners 19
rank #198
master % 0.15%
max % 3.3%
tracked value $12.1B
qoq N 2 A 8 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 3.3% Reduce +0.20 pp 4,104,095 $1.2B hist
Dodge & Cox 2026 Q1 1.5% Reduce +0.24 pp 9,231,575 $2.7B hist
Ako Capital LLP 2026 Q1 1.3% New 1.3% 233,356 $68M hist
Hillman Capital Management, Inc. 2026 Q1 0.3% Reduce +0.06 pp 1,339 $389M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.3% Add +0.22 pp 725,084 $211M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.15 pp 580,568 $169M hist
Ancora Advisors LLC 2026 Q1 0.2% Reduce +0.03 pp 27,450 $8M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.10 pp 721,913 $210M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.11 pp 4,306,964 $1.1B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% New 0.1% 363,511 $106M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 22,304,678 $5.5B hist
Natixis Advisors, LLC 2026 Q1 0.1% Add +0.03 pp 200,698 $58M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.06 pp 532,190 $155M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Reduce -0.01 pp 1,016,233 $295M hist
Jensen Investment Management Inc. 2026 Q1 0.0% Reduce +0.01 pp 7,695 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 32,957 $10M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 2,200 $639 hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 1,352 $393 hist
First Eagle Investment Management, LLC 2026 Q1 0.0% 17 $5 hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q FORM 10-Q
8-K 2.02,9.01
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
4 Period Jun 30, 2026
8-K 2.06,7.01,9.01
4 Period May 1, 2026
8-K 2.02,9.01
10-Q 10-Q
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 Period Mar 31, 2026
4 OWNERSHIP DOCUMENT
8-K 2.02,9.01
10-Q 10-Q

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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 -$394.5M
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
Cash from operations
Cash from investing
Cash from financing
Net change in cash -$1.09B $1.36B -$1.12B

ownership over time

filing count by report period · click a bar for that quarter’s holders