APDNYSEIndustrial Inorganic ChemicalsFiscal year ends September 30
Air Products & Chemicals, Inc.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$298.65−0.94 (-0.31%)
Close on Oct 19, 2026
- Market cap
- $66.54B
- P/E (TTM)
- –
- Dividend yield
- 2.39%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.3%
203M of 223M shares
Institutional holders
1,768
136 new, 129 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $20.77M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 16,740,723 | 7.51% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 14,578,324 | 6.60% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of APD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,316,711 | 8.23% | $5.37B | +262,275 | 0.08% |
| Vanguard Capital Management LLC | 14,540,399 | 6.53% | $4.26B | +73,083 | 0.09% |
| State Farm Mutual Automobile Insurance Co | 11,840,799 | 5.32% | $3.47B | – | 2.38% |
| Capital Research Global Investors | 10,602,157 | 4.76% | $3.11B | +191,647 | 0.43% |
| State Street Corp | 10,270,853 | 4.61% | $3.01B | +160,358 | 0.09% |
| Capital International Investors | 9,567,173 | 4.30% | $2.80B | −368,505 | 0.58% |
| Dodge & Cox | 9,393,493 | 4.22% | $2.75B | +161,918 | 1.44% |
| Vanguard Portfolio Management LLC | 8,848,570 | 3.97% | $2.59B | +3,137,491 | 0.12% |
| JPMorgan Chase & Co | 5,253,985 | 2.36% | $1.43B | −795,275 | 0.08% |
| Geode Capital Management, LLC | 5,020,340 | 2.25% | $1.47B | +28,617 | 0.08% |
| Viking Global Investors LP | 4,740,351 | 2.13% | $1.39B | +636,256 | 3.96% |
| Norges Bank | 4,672,467 | 2.10% | $1.37B | New | 0.14% |
| Bank Of America Corp /De/ | 4,150,953 | 1.86% | $1.22B | −292,578 | 0.08% |
| Franklin Resources Inc | 3,436,461 | 1.54% | $1.01B | −50,490 | 0.22% |
| Morgan Stanley | 3,164,691 | 1.42% | $927.83M | −4,486 | 0.05% |
| Raymond James Financial Inc | 3,161,189 | 1.42% | $926.80M | −29,551 | 0.25% |
| Northern Trust Corp | 3,003,864 | 1.35% | $880.67M | −62,160 | 0.10% |
| Royal Bank of Canada | 2,641,523 | 1.19% | $774.44M | +120,054 | 0.12% |
| Clearbridge Investments, LLC | 2,537,859 | 1.14% | $744.02M | −73,842 | 0.62% |
| Aristotle Capital Management, LLC | 2,513,746 | 1.13% | $737.00M | −170,137 | 1.55% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,768 | 203M | 91.3% | 136 / 599 | 733 / 129 | 15M | 11M |
| Q1 2026 | 1,786 | 200M | 89.6% | 239 / 637 | 643 / 93 | 33M | 21M |
| Q4 2025 | 1,665 | 210M | 94.5% | 170 / 457 | 809 / 179 | 18M | 19M |
| Q3 2025 | 1,705 | 212M | 95.0% | 106 / 586 | 705 / 118 | 15M | 14M |
| Q2 2025 | 1,749 | 210M | 94.4% | 116 / 644 | 713 / 140 | 16M | 10M |
| Q1 2025 | 1,793 | 206M | 92.5% | 139 / 676 | 703 / 122 | 18M | 13M |
| Q4 2024 | 1,800 | 201M | 90.4% | 243 / 609 | 661 / 93 | 20M | 21M |
| Q3 2024 | 1,677 | 206M | 92.3% | 130 / 619 | 641 / 113 | 33M | 11M |
| Q2 2024 | 1,677 | 201M | 90.2% | 156 / 648 | 629 / 114 | 19M | 21M |
| Q1 2024 | 1,657 | 203M | 91.3% | 159 / 677 | 608 / 193 | 22M | 20M |
| Q4 2023 | 1,715 | 201M | 90.4% | 222 / 616 | 659 / 110 | 26M | 12M |
| Q3 2023 | 1,629 | 187M | 84.1% | 126 / 645 | 578 / 97 | 7M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of APD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 7,069,017 | 3.17% | $2.07B | 0.09% | Jun 30, 2026 |
| Dodge & Cox Stock Fund | 6,137,551 | 2.76% | $1.80B | 1.52% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 5,771,340 | 2.59% | $1.69B | 0.10% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 5,389,307 | 2.42% | $1.59B | 0.73% | Jul 31, 2026 |
| American Mutual Fund | 3,346,364 | 1.50% | $986.81M | 0.84% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 3,062,467 | 1.38% | $897.85M | 0.10% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,849,331 | 1.28% | $793.88M | 0.10% | May 31, 2026 |
| Capital Income Builder | 2,547,260 | 1.14% | $751.16M | 0.58% | Jul 31, 2026 |
| Franklin Income Fund | 2,500,000 | 1.12% | $732.95M | 0.93% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 2,412,591 | 1.08% | $707.32M | 0.32% | Jun 30, 2026 |
| JPMorgan Equity Income Fund | 2,131,128 | 0.96% | $624.80M | 1.43% | Jun 30, 2026 |
| Vanguard Value Index Fund | 2,122,042 | 0.95% | $622.14M | 0.24% | Jun 30, 2026 |
| Capital World Growth & Income Fund | 1,916,271 | 0.86% | $533.91M | 0.33% | May 31, 2026 |
| Growth Fund of America | 1,703,544 | 0.76% | $474.64M | 0.13% | May 31, 2026 |
| State Street(R) Materials Select Sector SPDR(R) ETF | 1,287,408 | 0.58% | $377.44M | 4.62% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew Lepore | EVP & General Counsel | 5,189 | 0.00% | Sep 11, 2026 |
| Melissa N. Schaeffer | Exec Vice President and CFO | 14,667 | 0.01% | May 4, 2026 |
| Kurt Lefevere | President, Asia | 3,415 | 0.00% | Dec 15, 2025 |
| Eduardo F. Menezes | Chief Executive Officer | 30,762 | 0.01% | Dec 3, 2025 |
| Ivo Bols | President, Europe & Africa | 12,834 | 0.01% | Dec 3, 2025 |
| Francesco Maione | President, Americas | 17,535 | 0.01% | Dec 3, 2025 |
| William J. Pellicciotti Jr | Principal Accounting Officer | 4,250 | 0.00% | Dec 3, 2025 |
| Victoria Brifo | Exec VP, Chief HR Officer | 8,770 | 0.00% | Aug 6, 2025 |
| Walter L. Nelson | Sr. VP, Glob Helium & Rare Gas | 899 | 0.00% | Mar 6, 2025 |
| Wilbur Mok | President, Equip. Businesses | 6,689 | 0.00% | Feb 19, 2025 |
| Brian Galovich | Exec VP, CIO | 5,421 | 0.00% | Feb 14, 2025 |
| Ahmed Hababou | President, Middle East & India | 1,906 | 0.00% | Feb 12, 2025 |
| Sean D. Major | Executive VP & General Counsel | 14,595 | 0.01% | Feb 10, 2025 |
| Seifi Ghasemi | Chairman, Pres. and CEO | 752,252 | 0.34% | Jan 3, 2025 |
| Wolfgang Brand | President, Project Delivery | 2,353 | 0.00% | Dec 3, 2024 |
| Howard I. Ungerleider | Director | – | – | Jul 2, 2026 |
| Wayne Thomas Smith | Director | 3,316 | 0.00% | Jul 2, 2026 |
| Bhavesh V. Patel | Director | 6,750 | 0.00% | Jul 2, 2026 |
| Tonit M. Calaway | Director | – | – | Jul 2, 2026 |
| Dennis H. Reilley | Director | – | – | Jul 2, 2026 |
| Andrew W. Evans | Director | 5 | 0.00% | Jul 2, 2026 |
| Jessica Graziano | Director | – | – | Jul 2, 2026 |
| Alfred Stern | Director | – | – | Jul 2, 2026 |
| Paul C. Hilal | Director | – | – | Feb 13, 2026 |
| Ridge LP Mantle | Director | 91,740 | 0.04% | Feb 13, 2026 |
| Lisa Ann Davis | Director | – | – | Jan 5, 2026 |
| Charles I. Cogut | Director | 1,200 | 0.00% | Jan 3, 2025 |
| Edward L. Monser | Director | 280 | 0.00% | Jan 3, 2025 |
| Matthew H. Paull | Director | 4,055 | 0.00% | Jan 3, 2025 |
| David H. Y. Ho | Director | – | – | Jan 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Matthew Lepore EVP & General Counsel | Aug 18, 2026 | Tax withholding | −418 | $303.62 | $126.91K | 5,160 |
| Melissa N. Schaeffer Exec Vice President and CFO | May 1, 2026 | Sale | −2,714 | $303.76 | $824.40K | 14,212 |
| Ridge LP Mantle Director | Feb 12, 2026 | Gift | −1,759 | – | – | 91,740 |
| Ridge LP Mantle Director | Feb 12, 2026 | Other | −3,943,847 | – | – | 163,674 |
| Ridge LP Mantle Director | Feb 12, 2026 | Sale | −70,175 | $284.21 | $19.94M | 93,499 |
| Kurt Lefevere President, Asia | Dec 3, 2025 | Tax withholding | −64 | $261.28 | $16.72K | 3,415 |
| Kurt Lefevere President, Asia | Dec 3, 2025 | Award | +144 | – | – | 3,479 |
| Kurt Lefevere President, Asia | Dec 3, 2025 | Tax withholding | −80 | $261.28 | $20.90K | 3,334 |
| Kurt Lefevere President, Asia | Dec 3, 2025 | Tax withholding | −65 | $261.28 | $16.98K | 3,414 |
| Eduardo F. Menezes Chief Executive Officer | Dec 3, 2025 | Other | +38.38 | – | – | 38 |
| Francesco Maione President, Americas | Dec 3, 2025 | Other | +11.12 | – | – | 11 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 3, 2025 | Other | +43.87 | – | – | 455 |
| William J. Pellicciotti Jr Principal Accounting Officer | Dec 3, 2025 | Other | +116 | – | – | 143 |
| Francesco Maione President, Americas | Dec 2, 2025 | Tax withholding | −380 | $261.28 | $99.29K | 17,524 |
| Francesco Maione President, Americas | Dec 2, 2025 | Tax withholding | −283 | $261.28 | $73.94K | 17,904 |
| Francesco Maione President, Americas | Dec 2, 2025 | Award | +873 | – | – | 18,187 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 2, 2025 | Tax withholding | −709 | $261.28 | $185.25K | 18,328 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 2, 2025 | Tax withholding | −1,402 | $261.28 | $366.31K | 16,926 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 2, 2025 | Award | +3,205 | – | – | 19,037 |
| Ivo Bols President, Europe & Africa | Dec 2, 2025 | Award | +873 | – | – | 12,834 |
| Kurt Lefevere President, Asia | Dec 1, 2025 | Award | +1,873 | – | – | 3,335 |
| Eduardo F. Menezes Chief Executive Officer | Dec 1, 2025 | Award | +17,376 | – | – | 30,724 |
| Francesco Maione President, Americas | Dec 1, 2025 | Award | +2,498 | – | – | 17,314 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 1, 2025 | Award | +5,152 | – | – | 15,832 |
| William J. Pellicciotti Jr Principal Accounting Officer | Dec 1, 2025 | Award | +850 | – | – | 4,107 |
| Ivo Bols President, Europe & Africa | Dec 1, 2025 | Award | +1,873 | – | – | 11,961 |
| Matthew Lepore EVP & General Counsel | Dec 1, 2025 | Award | +2,107 | – | – | 5,578 |
| William J. Pellicciotti Jr Principal Accounting Officer | Oct 28, 2025 | Tax withholding | −303 | $256.03 | $77.58K | 3,257 |
| Matthew Lepore EVP & General Counsel | Aug 18, 2025 | Award | +3,471 | – | – | 3,471 |
| Victoria Brifo Exec VP, Chief HR Officer | Aug 5, 2025 | Sale | −1,359 | $292.38 | $397.34K | 8,686 |
| Francesco Maione President, Americas | Jun 23, 2025 | Award | +10,982 | – | – | 14,816 |
| Andrew W. Evans Director | Apr 3, 2025 | Sale | −5 | $283.20 | $1.42K | 5 |
| Andrew W. Evans Director | Apr 2, 2025 | Buy | +5 | $294.96 | $1.47K | 10 |
| Walter L. Nelson Sr. VP, Glob Helium & Rare Gas | Mar 5, 2025 | Sale | −589 | $308.50 | $181.71K | 719 |
| Eduardo F. Menezes Chief Executive Officer | Feb 24, 2025 | Award | +12,635 | – | – | 13,348 |
| Kurt Lefevere President, Asia | Feb 20, 2025 | Sale | −1,500 | $316.17 | $474.26K | 1,462 |
| Wilbur Mok President, Equip. Businesses | Feb 18, 2025 | Sale | −1,300 | $315.88 | $410.64K | 3,193 |
| Victoria Brifo Exec VP, Chief HR Officer | Feb 18, 2025 | Sale | −2,362 | $315.82 | $745.97K | 10,045 |
| Ivo Bols President, Europe & Africa | Feb 18, 2025 | Sale | −18,000 | $313.82 | $5.65M | 10,088 |
| Brian Galovich Exec VP, CIO | Feb 13, 2025 | Sale | −2,089 | $315.79 | $659.69K | 5,278 |
| Ahmed Hababou President, Middle East & India | Feb 11, 2025 | Sale | −1,608 | $307.97 | $495.22K | 1,906 |
| Melissa N. Schaeffer Exec Vice President and CFO | Feb 10, 2025 | Sale | −3,233 | $307.32 | $993.57K | 10,680 |
| Francesco Maione President, Americas | Feb 10, 2025 | Sale | −2,016 | $306.00 | $616.90K | 3,834 |
| Sean D. Major Executive VP & General Counsel | Feb 7, 2025 | Sale | −4,500 | $315.46 | $1.42M | 14,273 |
| Kurt Lefevere President, Asia | Dec 4, 2024 | Award | +172 | – | – | 3,122 |
| Kurt Lefevere President, Asia | Dec 4, 2024 | Tax withholding | −64 | $333.65 | $21.35K | 3,058 |
| Kurt Lefevere President, Asia | Dec 4, 2024 | Tax withholding | −96 | $333.65 | $32.03K | 2,962 |
| Sean D. Major Executive VP & General Counsel | Dec 3, 2024 | Award | +2,827 | – | – | 21,266 |
| Sean D. Major Executive VP & General Counsel | Dec 3, 2024 | Tax withholding | −1,047 | $333.65 | $349.33K | 20,219 |
| Sean D. Major Executive VP & General Counsel | Dec 3, 2024 | Tax withholding | −1,446 | $333.65 | $482.46K | 18,773 |
| Victoria Brifo Exec VP, Chief HR Officer | Dec 2, 2024 | Award | +1,616 | – | – | 12,347 |
| Victoria Brifo Exec VP, Chief HR Officer | Dec 2, 2024 | Award | +1,212 | – | – | 13,559 |
| Victoria Brifo Exec VP, Chief HR Officer | Dec 2, 2024 | Tax withholding | −705 | $333.65 | $235.22K | 12,407 |
| Victoria Brifo Exec VP, Chief HR Officer | Dec 2, 2024 | Tax withholding | −447 | $333.65 | $149.14K | 13,112 |
| Kurt Lefevere President, Asia | Dec 2, 2024 | Award | +454 | – | – | 2,950 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 2, 2024 | Tax withholding | −1,060 | $333.65 | $353.67K | 13,913 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 2, 2024 | Award | +3,032 | – | – | 12,762 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 2, 2024 | Award | +2,423 | – | – | 15,185 |
| Melissa N. Schaeffer Exec Vice President and CFO | Dec 2, 2024 | Tax withholding | −212 | $333.65 | $70.73K | 14,973 |
| Sean D. Major Executive VP & General Counsel | Dec 2, 2024 | Award | +2,425 | – | – | 18,439 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Schaeffer Melissa Officer | May 1, 2026 | 2,714 | $824.41K | May 1, 2026 | Restricted stock vesting under a registered plan |
| Ridge LP Mantle Director | Feb 12, 2026 | 70,175 | $20.46M | Feb 12, 2026 | Settlement of forward transactions with third party financial institution |
| Victoria Brifo Officer | Nov 25, 2025 | 949 | $245.30K | Nov 25, 2025 | Restricted Stock Vesting |
| Victoria Brifo Officer | Aug 5, 2025 | 1,359 | $397.34K | Aug 5, 2025 | Restricted Stock Vesting |
| Walter L. Nelson Officer | Mar 5, 2025 | 589 | $181.71K | Mar 5, 2025 | Restricted Stock Vesting |
| Kurt Lefevere Officer | Feb 20, 2025 | 1,500 | $474.26K | Feb 20, 2025 | Restricted Stock Vesting |
| Charles I. Cogut Director | Feb 20, 2025 | 8,220 | $2.58M | Feb 20, 2025 | Equity Compensation |
| L. Monser Revocable Trust Edward Retired board member/no longer affiliate @ 4/25/25 | Feb 19, 2025 | 16,138 | $5.11M | Feb 19, 2025 | Compensation for Past Services |
| Ivo Bols Officer | Feb 18, 2025 | 18,000 | $5.66M | Feb 18, 2025 | Restricted Stock Vesting |
| Wilbur Mok Officer | Feb 18, 2025 | 1,300 | $410.64K | Feb 18, 2025 | Restricted Stock Vesting |
| Victoria Brifo Officer | Feb 18, 2025 | 2,362 | $745.93K | Feb 18, 2025 | Restricted Stock Vesting |
| Brian Galovich Officer | Feb 13, 2025 | 2,089 | $659.69K | Feb 13, 2025 | Restricted Stock Vesting |
| Ahmed Hababou Officer | Feb 11, 2025 | 1,608 | $495.22K | Feb 11, 2025 | Restricted Stock Vesting |
| Schaeffer Melissa Officer | Feb 10, 2025 | 3,233 | $993.56K | Feb 10, 2025 | Performance Stock Units |
| Paull Matthew Director | Feb 10, 2025 | 181 | $61.57K | Feb 4, 2025 | Director Deferred Compensation Award |