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Linde plc

LIN Materials
$497.41 +$3.49 (0.71%)
Market Cap: $230.5 B
Gurus Holding
15
Popularity Rank
#124
% of Shares Held
0.37%
Net Activity (Q4 2025)
+$198.71 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 Q4 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $858.02 M.

Top institutional holders include Steven Cohen and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $198.71 M net inflow during the quarter.

Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 89.7%.

Key Holders

Top 5 by Value

$184.8 M
$109.03 M
$107.66 M
$85.64 M
$85.32 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$287.89 M
Total Buy Value
New Buys 3
Additions 8
-$89.18 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
11

FAQs for Linde plc (LIN)

Major holders include Steven Cohen ($184.8 M), Ken Fisher ($109.03 M), Cliff Asness ($107.66 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 1.72 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $198.71 M, with 11 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited LIN. The total reported sell value was $89.18 M.

Yes, 3 managers opened new positions in LIN, and 8 increased their existing holdings. The total reported buy value was $287.89 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.21% Add 110.4% 433,406 $184.8 M Q4 2025
0.04% Add 7.0% 255,699 $109.03 M Q4 2025
0.06% Reduce -41.4% 252,495 $107.66 M Q4 2025
0.16% Add 449.8% 200,841 $85.64 M Q4 2025
0.68% Add 3.8% 200,100 $85.32 M Q4 2025
0.08% New Buy 127,300 $54.28 M Q4 2025
0.18% Add 5163.5% 84,426 $36 M Q4 2025
0.08% Reduce -29.8% 59,214 $25.25 M Q4 2025
0.08% Add 4.6% 53,634 $22.87 M Q4 2025
0.28% New Buy 45,455 $19.38 M Q4 2025
0.18% Add 4.4% 7,200 $3.07 M Q4 2025
0.00% 2,626 $1.12 M Q4 2025
0.01% Add 2.9% 1,440 $614,001 Q4 2025
0.04% New Buy 1,136 $484,273 Q4 2025
0.00% Reduce -89.7% 4 $1,713 Q4 2025
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Transaction
Value
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SEC Form