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 Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $524.73 M.
Top institutional holders include Cliff Asness and Ken Fisher.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $182.93 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 136.5%. Conversely, Murray Stahl reduced exposure by 45.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.13% | Add 136.5% | 430,971 | $204.71 M | Q3 2025 | |
| 0.04% | Add 5.0% | 238,878 | $113.47 M | Q3 2025 | |
| 0.16% | Add 125.0% | 206,028 | $97.86 M | Q3 2025 | |
| 0.74% | Add 3.4% | 192,850 | $91.6 M | Q3 2025 | |
| 0.11% | Reduce -2.7% | 84,367 | $40.07 M | Q3 2025 | |
| 0.11% | Add 53.3% | 51,257 | $24.35 M | Q3 2025 | |
| 0.03% | Reduce -22.3% | 36,530 | $17.35 M | Q3 2025 | |
| 0.18% | 6,900 | $3.28 M | Q3 2025 | ||
| 0.02% | Add 6.1% | 4,488 | $2.13 M | Q3 2025 | |
| 0.00% | Add 3.6% | 2,626 | $1.25 M | Q3 2025 | |
| 0.00% | Reduce -23.8% | 1,604 | $761,900 | Q3 2025 | |
| 0.01% | Reduce -45.2% | 1,400 | $665,000 | Q3 2025 | |
| 0.00% | New Buy | 429 | $203,775 | Q3 2025 | |
| 0.00% | New Buy | 39 | $18,525 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Linde plc (LIN)
Top Guru holders include Cliff Asness ($204.71 M), Ken Fisher ($113.47 M), Steven Cohen ($97.86 M). Collectively, tracked Gurus hold 1.26 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $182.93 M, with 9 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of LIN completely. Total sell value was $6.87 M.
Yes, 2 Gurus opened new positions in LIN, and 7 added to their existing holdings. Total buy value was $189.8 M.