Stocklore

Air Products and Chemicals (APD)

Chemicals · US stock

What changed in recent filings

  • Revenue +5% YoYQuarter ended Jun 30, 2026
  • Institutions — 2 new · 1 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Air Products and Chemicals

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 32019 Q2 · 32019 Q3 · 32019 Q4 · 52020 Q1 · 42020 Q2 · 52020 Q3 · 52020 Q4 · 62021 Q1 · 32021 Q2 · 52021 Q3 · 52021 Q4 · 32022 Q1 · 52022 Q2 · 52022 Q3 · 52022 Q4 · 42023 Q1 · 62023 Q2 · 62023 Q3 · 52023 Q4 · 62024 Q1 · 62024 Q2 · 32024 Q3 · 42024 Q4 · 42025 Q1 · 42025 Q2 · 32025 Q3 · 42025 Q4 · 42026 Q1 · 42026 Q2 · 5
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 5 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Air Products and Chemicals

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox1.44% of portfolio · held as of 2019 Q1 or earlier
  • Viking Global Investors3.96% of portfolio · since 2025 Q2
  • Point72 Asset Management0.01% of portfolio · since 2025 Q3
  • National Pension Service (Korea)0.06% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investorsunder 0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Since its founding in 1940, Air Products has become one of the leading industrial gas suppliers globally, with operations in 50 countries and 19,000 employees. The company is the world's largest supplier of hydrogen and helium. It has a unique portfolio serving customers across industries, including chemicals, energy, healthcare, metals, and electronics. Air Products generated roughly $12 billion in revenue in fiscal 2025.

What is the Chemicals sector?

Specialty chemicals, gases, and paints. Raw materials for other industries.

Air Products and Chemicals is classified under the Chemicals sector. See peers below.

APD revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $3.2B, +4.6% YoY.

The largest segment is Onsite, 52.9% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Onsite segment (about 92% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Air Products and Chemicals

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLBState Street(R) Materials Select Sector SPDR(R) ETF
4.62%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.28%
VTVVANGUARD VALUE INDEX FUND
0.24%
RSPInvesco S&P 500 Equal Weight ETF
0.21%
SPY
0.10%
VOOVANGUARD 500 INDEX FUND
0.10%
IVViShares Core S&P 500 ETF
0.10%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.09%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.09%

APD on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Chemicals average
See full APD analysis →

APD FAQ

What is Air Products and Chemicals (APD)?

Since its founding in 1940, Air Products has become one of the leading industrial gas suppliers globally, with operations in 50 countries and 19,000 employees. The company is the world's largest supplier of hydrogen and helium. It has a unique portfolio serving customers across industries, including chemicals, energy, healthcare, metals, and electronics. Air Products generated roughly $12 billion in revenue in fiscal 2025.

What sector is Air Products and Chemicals in?

Air Products and Chemicals is classified under Chemicals. Specialty chemicals, gases, and paints. Raw materials for other industries.

What are Air Products and Chemicals's main revenue segments?

The largest segment is Onsite, about 52.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Air Products and Chemicals (APD) stock?

On Stocklore you can see APD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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