🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Air Products and Chemicals, Inc.

APD Materials
$281.62 +$3.5 (1.26%)
Market Cap: $62.71 B
Gurus Holding
13
Popularity Rank
#193
% of Shares Held
2.18%
Net Activity (Q1 2026)
-$112.9 M

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 Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.37 B.

Top institutional holders include Andreas Halvorsen and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $112.9 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 137.5%. Conversely, Jefferies Group reduced exposure by 67.0%.

Key Holders

Top 5 by Value

$168.65 M
$21.93 M
$10.33 M
$9.57 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$102.56 M
Total Buy Value
New Buys 1
Additions 5
-$215.46 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for Air Products and Chemicals, Inc. (APD)

Major holders include Andreas Halvorsen ($1.19 B), Steven Cohen ($168.65 M), Tom Gayner ($21.93 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 4.85 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $112.9 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited APD. The total reported sell value was $215.46 M.

Yes, 1 managers opened new positions in APD, and 5 increased their existing holdings. The total reported buy value was $102.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.33% Reduce -14.2% 4,104,095 $1.19 B Q1 2026
0.22% Add 137.5% 580,568 $168.65 M Q1 2026
0.18% Add 5.6% 75,500 $21.93 M Q1 2026
0.02% Reduce -55.4% 35,574 $10.33 M Q1 2026
0.00% Add 41.8% 32,957 $9.57 M Q1 2026
0.02% Reduce -67.0% 8,617 $2.5 M Q1 2026
0.01% Reduce -0.5% 3,876 $1.13 M Q1 2026
0.00% New Buy 3,100 $900,519 Q1 2026
0.00% Reduce -40.2% 2,200 $639,078 Q1 2026
0.00% Add 6.9% 1,352 $393,220 Q1 2026
0.27% Reduce -2.1% 1,339 $388,966 Q1 2026
0.00% 85 $24,692 Q1 2026
0.00% Add 6.3% 17 $4,938 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form