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Linde plc

LIN Materials
$514.24 +$11.09 (2.20%)
Market Cap: $236.08 B
Gurus Holding
18
Popularity Rank
#56
% of Shares Held
0.75%
Net Activity (Q2 2026)
-$159.9 M

Guru Ownership Trend

Guru Analysis for Linde plc (LIN)

Linde plc (LIN), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.78 B.

Top institutional holders include Steve Mandel and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $159.9 M net outflow during the quarter.

Recent activity highlights Steve Mandel who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 99.2%.

Key Holders

Top 5 by Value

$808.55 M
$251.49 M
$190.78 M
$140.19 M
$138.74 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$833.76 M
Total Buy Value
New Buys 3
Additions 5
-$993.66 M
Total Sell Value
Reductions 7
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
8
Net Buyers
8

FAQs for Linde plc (LIN)

Major holders include Steve Mandel ($808.55 M), Cliff Asness ($251.49 M), John Armitage ($190.78 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 3.46 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $159.9 M, with 8 managers increasing positions and 8 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited LIN. The total reported sell value was $993.66 M.

Yes, 3 managers opened new positions in LIN, and 5 increased their existing holdings. The total reported buy value was $833.76 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.94% New Buy 1,558,081 $808.55 M Q2 2026
0.09% Reduce -11.0% 487,819 $251.49 M Q2 2026
1.94% Add 33.6% 401,932 $190.78 M Q3 2026
0.04% Add 2.3% 270,144 $140.19 M Q2 2026
1.70% Add 2.9% 267,349 $138.74 M Q2 2026
0.82% Add 2.3% 220,600 $104.71 M Q3 2026
0.09% Add 8.2% 78,266 $40.62 M Q2 2026
0.11% Add 0.3% 54,778 $28.43 M Q2 2026
0.03% Reduce -46.4% 47,651 $24.73 M Q2 2026
0.41% 41,200 $21.38 M Q2 2026
0.13% New Buy 17,402 $9.03 M Q2 2026
0.26% Reduce -1.4% 7,100 $3.68 M Q2 2026
0.00% Reduce -99.2% 5,100 $2.65 M Q2 2026
0.01% 1,400 $726,516 Q2 2026
0.05% 1,036 $537,493 Q2 2026
0.00% New Buy 707 $366,891 Q2 2026
0.00% Reduce -96.1% 577 $299,467 Q2 2026
0.00% Reduce -8.1% 57 $29,130 Q2 2026
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SEC Form