Air Products & Chemicals, Inc. (APD) shareholders
APDNYSEIndustrial Inorganic ChemicalsFiscal year ends September 30
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026Score 9/30212% above fair value
$316.53+0.33 (+0.10%)
Close on Nov 13, 2026Market cap $70.49BP/E –Yield 2.26%
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 |
| Vanguard Portfolio Management | 11,949,109 | 5.36% | 13G (passive) | Sep 30, 2026 |
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)
686 funds held APD in Q2 2026, 43% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
|---|---|---|---|---|
| William J. Pellicciotti Jr | Principal Accounting Officer | 3,960 | 0.00% | Oct 29, 2026 |
| 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 |
| 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 | – | – | Oct 1, 2026 |
| Wayne Thomas Smith | Director | 3,316 | 0.00% | Oct 1, 2026 |
| Bhavesh V. Patel | Director | 6,750 | 0.00% | Oct 1, 2026 |
| Tonit M. Calaway | Director | – | – | Oct 1, 2026 |
| Dennis H. Reilley | Director | – | – | Oct 1, 2026 |
| Andrew W. Evans | Director | 5 | 0.00% | Oct 1, 2026 |
| Jessica Graziano | Director | – | – | Oct 1, 2026 |
| Alfred Stern | Director | – | – | Oct 1, 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 |
|---|---|---|---|---|---|---|
| William J. Pellicciotti Jr Principal Accounting Officer | Oct 27, 2026 | Tax withholding | −338 | $307.12 | $103.81K | 3,769 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.12%
5M shares short
Days to cover
4.7
At 1M shares a day
Change since last report
-0.4%
From 5M shares
Short volume, 20 days
56.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Air Products & Chemicals's stock actually held short. Settlement fails (shares not delivered on time) peaked at 14,050 shares on Aug 24, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Melissa N. Schaeffer 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 |
| Edward L Monser Revocable Trust 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 |
| Melissa N. Schaeffer Officer | Feb 10, 2025 | 3,233 | $993.56K | Feb 10, 2025 | Performance Stock Units |
| Matthew H. Paull Director | Feb 10, 2025 | 181 | $61.57K | Feb 4, 2025 | Director Deferred Compensation Award |
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