AIR PRODUCTS AND CHEMICALS I (APD)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
86
Reporting holders
$256.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,701
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $94.2M | 338,738 | 1.26% | 32q | -2.1%-$2.0M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $52.4M | 188,435 | 0.88% | 32q | -7.1%-$4.0M |
| ROCKLAND TRUST CO | $18.8M | 67,572 | 0.72% | 10q | +3.4%+$626.0K |
| ARMSTRONG HENRY H ASSOCIATES INC | $16.1M | 57,810 | 1.44% | 32q | +3.6%+$562.3K |
| MassMutual Private Wealth & Trust, FSB | $5.8M | 20,898 | 0.15% | 32q | -0.8%-$45.1K |
| SPRING CAPITAL MANAGEMENT, LLC | $5.6M | 20,165 | 2.69% | 20q | HELD |
| Stonebridge Financial Group, LLC | $4.8M | 17,229 | 0.35% | 8q | +3.2%+$147.7K |
| AMERICAN NATIONAL BANK & TRUST | $4.8M | 17,143 | 0.44% | 23q | -24.0%-$1.5M |
| PARK NATIONAL CORP /OH/ | $3.8M | 13,659 | 0.10% | 32q | -7.2%-$295.5K |
| Central Pacific Bank - Trust Division | $3.6M | 12,794 | 0.37% | 11q | -0.8%-$29.2K |
| EASTERN BANK | $3.4M | 12,389 | 0.05% | 32q | -5.1%-$187.0K |
| CHAPIN DAVIS, INC. | $2.7M | 9,722 | 0.52% | 16q | +1.5%+$39.2K |
| ALKEME WEALTH, LLC | $2.3M | 8,397 | 0.88% | 32q | -2.9%-$70.9K |
| HALL LAURIE J TRUSTEE | $2.1M | 7,375 | 0.65% | 30q | HELD |
| Farther Finance Advisors, LLC | $1.9M | 6,657 | 0.01% | 16q | -8.9%-$181.4K |
| Avidian Wealth Enterprises, LLC | $1.7M | 6,049 | 0.05% | 3q | -5.2%-$91.5K |
| O'Keefe Stevens Advisory, Inc. | $1.7M | 6,045 | 0.34% | 11q | +14.6%+$214.5K |
| GAMMA Investing LLC | $1.6M | 5,641 | 0.05% | 12q | +6.0%+$88.2K |
| Castle Rock Wealth Management, LLC | $1.5M | 5,502 | 0.29% | 4q | -23.8%-$483.0K |
| VISTA INVESTMENT PARTNERS LLC | $1.4M | 4,969 | 0.36% | 12q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $1.3M | 4,554 | 0.01% | 32q | -1.2%-$15.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.2M | 4,431 | 0.11% | 20q | -1.6%-$20.3K |
| Applied Capital LLC/FL | $1.2M | 4,368 | 0.48% | 14q | -2.0%-$25.3K |
| Iowa State Bank | $1.1M | 4,000 | 0.19% | new | NEW |
| Investors Research Corp | $1.1M | 3,858 | 0.19% | 19q | -3.1%-$34.8K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $995.9K | 3,579 | 0.20% | 24q | -2.7%-$27.8K |
| Bath Savings Trust Co | $972.4K | 3,495 | 0.10% | 23q | HELD |
| Wedmont Private Capital | $904.4K | 3,249 | 0.02% | 18q | +8.4%+$70.4K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $867.1K | 3,115 | 0.62% | 4q | HELD |
| Coastline Trust Co | $845.5K | 3,039 | 0.08% | 32q | -9.2%-$85.4K |
| Wealth Enhancement Trust Services, Inc. | $844.1K | 3,034 | 0.09% | 4q | -63.5%-$1.5M |
| Legacy Private Trust Co. | $842.5K | 3,028 | 0.05% | 32q | -0.5%-$4.5K |
| Valeo Financial Advisors, LLC | $759.6K | 2,730 | 0.02% | 21q | +4.2%+$30.9K |
| Ridgewood Investments LLC | $729.0K | 2,620 | 0.27% | 10q | -4.7%-$35.6K |
| MOODY NATIONAL BANK TRUST DIVISION | $728.7K | 2,619 | 0.06% | 32q | +13.7%+$87.6K |
| Venture Visionary Partners LLC | $697.9K | 2,508 | 0.02% | 24q | -4.1%-$29.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $684.2K | 2,459 | 0.01% | 32q | -7.5%-$55.6K |
| Greenfield Savings Bank | $646.9K | 2,325 | 0.24% | 13q | HELD |
| HF Advisory Group, LLC | $617.0K | 2,218 | 0.18% | 14q | -0.7%-$4.5K |
| Apella Capital, LLC | $578.6K | 2,080 | 0.01% | 7q | HELD |
| STABLEFORD CAPITAL II LLC | $574.5K | 2,065 | 0.20% | 14q | -0.7%-$3.9K |
| Partnership Wealth Management, LLC | $556.5K | 2,000 | 0.40% | 12q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $540.9K | 1,944 | 0.13% | 7q | +10.3%+$50.4K |
| TILIA FIDUCIARY PARTNERS, INC. | $532.8K | 1,914 | 0.12% | 20q | +99.0%+$265.0K |
| ANB BANK | $509.2K | 1,830 | 0.18% | 8q | HELD |
| General Partner, Inc. | $464.1K | 1,668 | 0.25% | 16q | HELD |
| Hamilton Capital, LLC | $446.6K | 1,605 | 0.03% | 25q | -1.8%-$8.3K |
| TOMPKINS FINANCIAL CORP | $445.2K | 1,600 | 0.03% | 19q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $417.3K | 1,500 | 0.12% | 32q | HELD |
| Everhart Financial Group, Inc. | $372.6K | 1,339 | 0.02% | 18q | +8.7%+$29.8K |
| Atlas Brown,Inc. | $366.2K | 1,316 | 0.10% | 32q | HELD |
| Versant Capital Management, Inc | $327.5K | 1,177 | 0.03% | 32q | -14.9%-$57.3K |
| Peoples Bank/KS | $297.7K | 1,070 | 0.29% | 4q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $258.8K | 930 | 0.20% | 32q | +3.9%+$9.7K |
| Wealth Science Advisors LLC | $244.0K | 877 | 0.10% | 3q | -53.5%-$280.7K |
| M.E. ALLISON & CO., INC. | $222.6K | 800 | 0.12% | 3q | HELD |
| Bullock Wealth Management Group | $218.9K | 801 | 0.09% | 11q | HELD |
| Grove Bank & Trust | $218.1K | 784 | 0.02% | 24q | HELD |
| LEGACY SOLUTIONS, LLC | $216.8K | 779 | 0.17% | 8q | -6.7%-$15.6K |
| Canandaigua National Trust Co of Florida | $214.5K | 771 | 0.12% | new | NEW |
| Successful Portfolios LLC | $208.7K | 747 | 0.10% | 31q | HELD |
| Heartwood Wealth Advisors LLC | $207.6K | 746 | 0.02% | 3q | HELD |
| Dakota Community Bank & Trust NA | $206.4K | 742 | 0.59% | 16q | -0.5%-$1.1K |
| Graves Light Lenhart Wealth, Inc. | $206.3K | 741 | 0.02% | 32q | -37.5%-$123.9K |
| Rosenberg Matthew Hamilton | $200.6K | 721 | 0.04% | 27q | HELD |
| Byrne Asset Management LLC | $118.6K | 434 | 0.07% | 19q | HELD |
| Planning Strategies Inc. | $98.8K | 355 | 0.06% | 2q | HELD |
| GK Wealth Management LLC | $83.4K | 299 | 0.05% | new | NEW |
| Bank of New Hampshire | $55.6K | 200 | 0.01% | 19q | HELD |
| CoreCap Advisors, LLC | $51.6K | 185 | 0.00% | 9q | +6.3%+$3.1K |
| ELEVATION WEALTH PARTNERS, LLC | $45.6K | 164 | 0.01% | 15q | +7.9%+$3.3K |
| FIRST COMMUNITY TRUST NA | $36.2K | 130 | 0.01% | 20q | HELD |
| Olistico Wealth, LLC | $36.2K | 130 | 0.02% | 4q | -35.0%-$19.5K |
| TOTH FINANCIAL ADVISORY CORP | $34.8K | 125 | 0.00% | 26q | -3.1%-$1.1K |
| Retirement Wealth Solutions LLC | $19.8K | 71 | 0.01% | new | NEW |
| MJT & Associates Financial Advisory Group, Inc. | $16.1K | 58 | 0.01% | 7q | HELD |
| Bangor Savings Bank | $15.9K | 57 | 0.00% | 18q | HELD |
| Davis Capital Management | $12.2K | 44 | 0.01% | 5q | +633.3%+$10.6K |
| Pacifica Partners Inc. | $11.8K | 43 | 0.00% | 3q | HELD |
| Hickory Point Bank & Trust | $11.7K | 42 | 0.01% | 3q | HELD |
| GoalVest Advisory LLC | $9.2K | 33 | 0.00% | 14q | HELD |
| Marquette Asset Management, LLC | $4.2K | 15 | 0.00% | 3q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $2.8K | 10 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $2.2K | 8 | 0.00% | 16q | HELD |
| Trust Co | $1.7K | 6 | 0.00% | 23q | HELD |
| Aventus Investment Advisors, Inc. | $1.7K | 6 | 0.00% | 6q | -45.5%-$1.4K |
| CX Institutional | $675 | 2,427 | 0.02% | 10q | +19.0% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $556 | 2,000 | 0.39% | 21q | HELD |
| NEVILLE RODIE & SHAW INC | $515 | 1,850 | 0.03% | 32q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-01 | Schaeffer Melissa N. | Exec Vice President and CFO | Sold | 2,714 | $824.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 86 | $256.9M | 923,380 | 5 | 16 | 33 | 0.0% |
| Q2 2026 | 1,787 | $65.7B | 217,891,644 | 116 | 568 | 659 | 1.6% |
| Q1 2026 | 1,788 | $59.9B | 201,931,248 | 214 | 584 | 587 | 1.1% |
| Q4 2025 | 1,672 | $52.5B | 210,303,149 | 79 | 409 | 772 | 1.1% |
| Q3 2025 | 1,714 | $58.3B | 211,534,773 | 99 | 512 | 640 | 1.0% |
| Q2 2025 | 1,762 | $60.3B | 210,153,948 | 92 | 579 | 657 | 1.3% |
| Q1 2025 | 1,802 | $61.3B | 205,902,999 | 114 | 605 | 638 | 1.2% |
| Q4 2024 | 1,816 | $59.0B | 201,120,921 | 116 | 535 | 603 | 1.3% |
| Q3 2024 | 1,689 | $62.3B | 204,731,905 | 116 | 548 | 587 | 1.9% |
| Q2 2024 | 1,687 | $52.6B | 200,801,785 | 133 | 607 | 600 | 1.4% |
| Q1 2024 | 1,664 | $50.0B | 203,111,092 | 134 | 638 | 576 | 1.5% |
| Q4 2023 | 1,720 | $55.9B | 201,337,717 | 108 | 557 | 618 | 1.6% |
| Q3 2023 | 1,636 | $53.6B | 187,085,998 | 106 | 578 | 496 | 1.0% |
| Q2 2023 | 1,628 | $56.3B | 186,453,230 | 104 | 558 | 518 | 0.9% |
| Q1 2023 | 1,589 | $55.0B | 189,521,890 | 104 | 596 | 478 | 1.0% |
| Q4 2022 | 1,622 | $60.0B | 190,964,663 | 172 | 512 | 502 | 1.9% |
| Q3 2022 | 1,474 | $44.5B | 186,732,978 | 89 | 595 | 397 | 2.0% |
| Q2 2022 | 1,468 | $45.7B | 185,670,443 | 107 | 577 | 394 | 2.1% |
| Q1 2022 | 1,481 | $46.3B | 182,420,338 | 98 | 616 | 429 | 1.6% |
| Q4 2021 | 1,544 | $57.6B | 185,279,281 | 144 | 519 | 409 | 2.2% |
| Q3 2021 | 1,394 | $47.7B | 183,428,152 | 89 | 510 | 425 | 1.4% |
| Q2 2021 | 1,424 | $53.5B | 182,746,663 | 93 | 528 | 401 | 1.7% |
| Q1 2021 | 1,401 | $51.8B | 182,453,363 | 100 | 559 | 423 | 1.0% |
| Q4 2020 | 1,418 | $51.5B | 183,417,371 | 114 | 527 | 406 | 1.0% |
| Q3 2020 | 1,340 | $55.6B | 185,374,793 | 145 | 369 | 494 | 0.9% |
| Q2 2020 | 1,256 | $45.6B | 185,414,810 | 135 | 416 | 402 | 1.3% |
| Q1 2020 | 1,188 | $37.5B | 187,235,566 | 79 | 422 | 428 | 0.4% |
| Q4 2019 | 1,263 | $44.5B | 188,618,862 | 95 | 367 | 388 | 0.5% |
| Q3 2019 | 1,160 | $41.5B | 186,053,771 | 72 | 376 | 378 | 0.4% |
| Q2 2019 | 1,150 | $43.2B | 189,519,537 | 104 | 332 | 411 | 0.9% |
| Q1 2019 | 1,116 | $37.0B | 192,460,090 | 91 | 382 | 353 | 0.6% |
| Q4 2018 | 1,103 | $31.5B | 195,416,688 | 10 | 20 | 19 | 0.7% |