InvestorLens

APD — AIR PRODUCTS AND CHEMICALS I

Materials

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying APD?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
60
Institutional Conviction
Net distribution · 2 buying vs 3 selling last quarter
32
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
2 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their APD position last quarter, 2 bought and 3 sold (40% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Andreas Halvorsen, Izzy Englander)
  • +5 tracked investors reported holding APD at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for Materialssource
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (3 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About AIR PRODUCTS AND CHEMICALS I (APD)

AIR PRODUCTS AND CHEMICALS I (APD) appears in the most recent 13F filings of 5 tracked institutional investors. AIR PRODUCTS AND CHEMICALS I is classified in the Materials sector. The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $1.4B. Across recent filings, tracked investors recorded 6 new positions, 13 increased, 17 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in APD

50
/100
Mixed Activity
Added / Increased19
Reduced17
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track APD

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

APD Ownership Composition

How AIR PRODUCTS AND CHEMICALS I is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
70% of tracked value
Institutions
5
tracked investors
Total Reported
$2B
combined 13F value
Types3
  • Other70.4%
  • Multi-Strategy / Quant29.5%
  • Macro0.1%
Other(1)
70.4%
Multi-Strategy / Quant(3)
29.5%
Macro(1)
0.1%

Tracked investors currently reporting APD

1 tracked investor has since exited this position — listed separately below.

  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    4.7M
    Value
    $1.4B
    % Portfolio
    3.96%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    809.1K
    Value
    $237.2M
    % Portfolio
    0.03%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.1M
    Value
    $333.9M
    % Portfolio
    0.12%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    40.5K
    Value
    $11.9M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    5.1K
    Value
    $1.5M
    % Portfolio
    0.00%

Previously held APD

These investors reported APD in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates735$213.2KDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold APD?
5 tracked institutional investors disclosed a position in APD (AIR PRODUCTS AND CHEMICALS I) in their most recent 13F filing.
Who is the largest institutional holder of APD?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in APD, valued at $1.4B.
Did institutional ownership of APD increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 13 increased, 17 reduced, and 2 fully exited APD.
What sector is APD in?
AIR PRODUCTS AND CHEMICALS I is classified in the Materials GICS sector.
Where does this APD ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.