Air Products and Chemicals, Inc.· APD

🇺🇸 US · LargeSP500NYSE

Basic Materials Chemicals - Specialty Website

Price: $284.18
Day: -0.68%
Mkt Cap: $63.28B
52W Range: $229.11 – $314.87
Volume: 2.52M
Beta: 0.75

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,829 institutions hold; 750 added, 734 reduced

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Air Products and Chemicals, Inc.

APD|Basic Materials|Chemicals - Specialty

Current price: $284

Smart Money

Dimension 5 of 5

Insider selling pace · Q2 2026

0.1x

vs own 6-quarter average

Seller breadth · Q2 2026

1 seller

vs 3.3 avg per quarter

Institutional net breadth · Q2 2026

889 adding vs 882 reducing

Institutional ownership · Q2 2026

92.2%

1,829 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

18.3M

+1.5%

VANGUARD CAPITAL MANAGEMENT LLC

14.5M

+0.5%

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

11.8M

flat

CAPITAL RESEARCH GLOBAL INVESTORS

10.6M

+1.8%

STATE STREET CORP

10.3M

+1.6%

CAPITAL INTERNATIONAL INVESTORS

9.6M

-3.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

108

284

124

108 buying284 unchanged124 selling

514 funds held APD in Q2 2026, holding 96.2M shares between them, up 3.6% on the quarter.

Largest fund holders

SPDR SERIES TRUST1.6M sh

Northern Lights Fund Trust23.9K sh

NATIONWIDE MUTUAL FUNDS11.5K sh

Notable Insider Transactions, Q2 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Feb 12

Mantle Ridge LP

$19.9M

Sale · Feb 18

Bols Ivo

$5.6M

Sale · Feb 7

Major Sean D

$1.4M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore APD on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

APD Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

+10

Institutional Flow

50% weight

+18

Fund Flow

10% weight

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for APD

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q2 2026

1 sale totaling $824.4K (2.7K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Buying seen in 2 of 15 quarters

0.1x

Selling pace

vs own 6-qtr average

Light

0.32%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 2.2 avg per quarter

Q2 2025

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, APD

Top 8 highest-value insider trades from the last 8 quarters

Mantle Ridge LP

Director by Deputization

Sell

70,175 shares at $284.21

≈42.9% of their stake at the time

Feb 12, 2026$19.94M

Bols Ivo

President, Europe & Africa

Sell

18,000 shares at $313.82

≈64.1% of their stake at the time

Feb 18, 2025$5.65M

Major Sean D

Executive VP & General Counsel

Sell

4,500 shares at $315.46

≈24.0% of their stake at the time

Feb 7, 2025$1.42M

Schaeffer Melissa N.

Exec Vice President and CFO

Sell

3,233 shares at $307.32

≈23.2% of their stake at the time

Feb 10, 2025$993.57K

Schaeffer Melissa N.

Exec Vice President and CFO

Sell

2,714 shares at $303.76

≈16.0% of their stake at the time

May 1, 2026$824.40K

Brifo Victoria

Exec VP, Chief HR Officer

Sell

2,362 shares at $315.82

≈19.0% of their stake at the time

Feb 18, 2025$745.97K

Galovich Brian

Exec VP, CIO

Sell

2,089 shares at $315.79

≈28.4% of their stake at the time

Feb 13, 2025$659.69K

Maione Francesco

President, Americas

Sell

2,016 shares at $306.00

≈34.5% of their stake at the time

Feb 10, 2025$616.90K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for APD

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

92.2% institutional ownership

Balanced activity: 889 adding vs 882 reducing

13F shares increased by 2.8%, a notable change

Momentum weakening from prior quarter

Net breadth

889 adding vs 882 reducing

Balanced

1.01

Add / reduce ratio

in Q2 2026

-9

New − closed

139 initiated, 148 exited

7 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+889 growing-882 shrinkingNet: +7

139

750

734

148

New (139)

Increased (750)

Reduced (734)

Closed (148)

Top Institutional Holders, APD

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

18.3M

$5.4B

Ownership

8.22%

+1.5%

VANGUARD CAPITAL MANAGEMENT LLC

14.5M

$4.3B

Ownership

6.53%

+0.5%

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

11.8M

$3.5B

Ownership

5.31%

No change

CAPITAL RESEARCH GLOBAL INVESTORS

10.6M

$3.1B

Ownership

4.76%

+1.8%

STATE STREET CORP

10.3M

$3.0B

Ownership

4.61%

+1.6%

CAPITAL INTERNATIONAL INVESTORS

9.6M

$2.8B

Ownership

4.29%

-3.7%

DODGE & COX

9.4M

$2.8B

Ownership

4.22%

+1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.8M

$2.6B

Ownership

3.97%

+54.9%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 516 ETFs and mutual funds reporting

108 buying124 sellingNet: -16

108

284

124

Buying (108)

Unchanged (284)

Selling (124)

In total, funds bought 5.7M shares and sold 2.2M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

516 ETFs and mutual funds reporting

108 buying vs 124 selling (balanced)

Top Fund Holders, APD

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

1.6M

Weight

8.01%

Jul 31, 2026No change

Northern Lights Fund Trust

23.9K

Weight

0.05%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

11.5K

Weight

0.00%

Jul 31, 2026Decreased

MADISON FUNDS

8.6K

Weight

0.18%

Jul 31, 2026Decreased

Listed Funds Trust

3.3K

Weight

57.08%

Jul 31, 2026No change

Ivy Variable Insurance Portfolios

3.3K

Weight

0.02%

Jun 30, 2026No change

NEIMAN FUNDS

3.3K

Weight

0.91%

Jun 30, 2026No change

PRUDENTIAL INVESTMENT PORTFOLIOS 8

3.1K

Weight

0.01%

Jun 30, 2026No change

Air Products and Chemicals, Inc.· APD

Holdings Analysis

Insider Trading Activity

1.3Transaction History24Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings172Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History24Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings172Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights