Guru Ownership Trend
Guru Analysis for Air Products and Chemicals, Inc. (APD)
Air Products and Chemicals, Inc. (APD), a key player in the Materials sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1 B.
Top institutional holders include Andreas Halvorsen and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $452.23 M net inflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 288.3%. Conversely, Mario Gabelli reduced exposure by 2.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.60% | Add 70.2% | 3,667,119 | $1 B | Q3 2025 | |
| 0.03% | New Buy | 68,571 | $18.7 M | Q3 2025 | |
| 0.14% | 65,000 | $17.73 M | Q3 2025 | ||
| 0.03% | New Buy | 58,995 | $16.09 M | Q3 2025 | |
| 0.00% | Add 39.9% | 26,373 | $7.13 M | Q3 2025 | |
| 0.02% | Add 288.3% | 13,485 | $3.68 M | Q3 2025 | |
| 0.01% | Reduce -2.2% | 3,911 | $1.07 M | Q3 2025 | |
| 0.00% | Add 5.1% | 1,619 | $441,811 | Q3 2025 | |
| 0.18% | Add 2.0% | 1,145 | $312,264 | Q3 2025 | |
| 0.00% | New Buy | 208 | $56,726 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Air Products and Chemicals, Inc. (APD)
Major holders include Andreas Halvorsen ($1 B), Steven Cohen ($18.7 M), Tom Gayner ($17.73 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.91 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $452.23 M, with 8 managers increasing positions and 1 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited APD. The total reported sell value was $24,272.08.
Yes, 3 managers opened new positions in APD, and 5 increased their existing holdings. The total reported buy value was $452.25 M.