LIN

Linde PLC Cross-source read
MaterialsCUSIP G54950103

Among active 13F managers last quarter, 2 opened and 23 added, while 17 reduced; the largest holder to move was Price T Rowe Associates Inc (+0.6%). Over the last 180 days, 3 insiders sold and 1 insider bought, a net -$7.8M in open-market trades.

Tracked 13F holders
2,080
1,536 in Q2 2026 filings
13F value (tracked)
$167.8B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
25 adding · 17 trimming
Insiders · Form 4 open-market, 180d
1 buying · 3 selling · -$7.8M
US House · STOCK Act, 180d
1 buying · 0 selling · +$8K

The legs disagree, or only one of them leans.

Who owns LIN?

2,080 tracked 13F filers · ranked by shares held

2,080 tracked 13F filers disclose a position in LIN as of the latest SEC 13F filings, a combined $167.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.36.9M
$18.3B
−0.7%
Reduced · −273K sh
Q1 2026
2Vanguard Capital Management LLC30.2M
$15.0B
New filer
Inherited book · not a new buyer
Q1 2026
3State Street Corp20.3M
$10.6B
+3.7%
Added · +719K sh
Q2 2026
4Vanguard Portfolio Management LLC12.3M
$6.1B
New filer
Inherited book · not a new buyer
Q1 2026
5Geode Capital Management, LLC11.9M
$6.2B
+0.9%
Added · +111K sh
Q2 2026
6Price T Rowe Associates Inc9.8M
$4.9B
+0.6%
Added · +62K sh
Q1 2026
7FMR LLC9.0M
$4.5B
−16%
Reduced · −1.7M sh
Q1 2026
8Norges Bank7.6M
$3.2B
+15%
Added · +1.0M sh
Q4 2025
9Morgan Stanley7.4M
$3.6B
+3.8%
Added · +272K sh
Q1 2026
10JPMorgan Chase & Co6.3M
$3.1B
−29%
Reduced · −2.6M sh
Q1 2026
11Bank of New York Mellon Corp5.1M
$2.5B
−4.5%
Reduced · −240K sh
Q1 2026
12Freemont Capital Pte Ltd5.1M
$2.6B
Held
Q2 2026
13Massachusetts Financial Services Co4.8M
$3.0B
−7.0%
Reduced · −358K sh
Q1 2026
14UBS AM, a distinct business unit of UBS Asset Management Americas LLC4.5M
$2.2B
+6.9%
Added · +291K sh
Q1 2026
15Northern Trust Corp4.5M
$2.2B
+0.1%
Added · +3K sh
Q1 2026
16Franklin Templeton Inc4.4M
$2.2B
+20%
Added · +732K sh
Q1 2026
17Nuveen, LLC4.1M
$2.0B
+8.6%
Added · +324K sh
Q1 2026
18Goldman Sachs Group Inc3.9M
$1.9B
+22%
Added · +697K sh
Q1 2026
19Charles Schwab Investment Management Inc3.9M
$1.9B
+2.6%
Added · +97K sh
Q1 2026
20Wells Fargo & Company3.8M
$1.9B
−0.2%
Reduced · −7K sh
Q1 2026
21Ameriprise Financial Inc3.7M
$1.8B
+16%
Added · +503K sh
Q1 2026
22Deutsche Bank AG3.6M
$1.8B
−7.7%
Reduced · −304K sh
Q1 2026
23UBS Group AG3.4M
$1.7B
+46%
Added · +1.1M sh
Q1 2026
24Bank Of America Corp3.4M
$1.7B
−11%
Reduced · −413K sh
Q1 2026
25Amundi3.2M
$1.6B
+13%
Added · +373K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 5 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is LIN being bought or sold by institutions?

Last quarter, 2 funds opened a new position in LIN and 23 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
23
added to an existing position
Reduced
17
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own LIN also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT1,344 funds$386.0B
Amazon.com IncAMZN1,331 funds$299.5B
Nvidia CorpNVDA1,325 funds$540.6B
Apple IncAAPL1,315 funds$420.8B
Alphabet Inc-CL AGOOGL1,309 funds$266.2B
Visa Inc-Class A SharesV1,264 funds$99.5B
Broadcom IncAVGO1,262 funds$215.5B
JPMorgan Chase & CoJPM1,262 funds$102.0B
Meta Platforms Inc-Class AMETA1,259 funds$159.9B
Alphabet Inc-CL CGOOG1,254 funds$181.2B
Eli Lilly & CoLLY1,238 funds$121.2B
Johnson & JohnsonJNJ1,221 funds$72.0B

Ranked by how many of LIN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LIN.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$48K
1 insider
Sells · 180d
$7.8M
3 insiders
Net · 180d
-$7.8M
6 open-market transactions
DateInsiderRoleActionSharesValue
Aug 18, 2026Reynolds Paula RosputDirectorBuy (P)100$48K
May 15, 2026Wood Robert LDirectorSell (S)4K$2.2M
May 14, 2026Wood Robert LDirectorSell (S)880$448K
Mar 10, 2026Bichara GuillermoExec VP & Chief Legal OfficerSell (S)4K$2.1M
Mar 10, 2026Durbin SeanEVP, Chief Operating OfficerSell (S)
2 lots, same day
7K$3.1M
Feb 24, 2026Patwari BinodSenior Vice President - APACSell (S)999$502K
Feb 17, 2026Bichara GuillermoExec VP & Chief Legal OfficerSell (S)9K$4.5M
Dec 8, 2025Lamba SanjivChief Executive Officer, DirectorBuy (P)3K$1000K
Aug 7, 2025Angel Stephen FDirectorSell (S)50K$23.8M
May 22, 2025Durbin SeanExecutive VP, North AmericaSell (S)
2 lots, same day
7K$3.3M
May 16, 2025Strauss David PExecutive VP, Chief HR OfficerSell (S)2K$908K
Mar 11, 2025Bichara GuillermoExec VP & Chief Legal OfficerSell (S)5K$2.2M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5040
Insiders
Form 4 open-market
13-$7.8M
US House
STOCK Act trades
10+$8K
Sector rotation
LIN is in Materials, which smart money is rotating OUT OF
$2.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

1,536 tracked filers in Q2 2026 filingsstill filing
09331866Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $40.8B · 5 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for LIN

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Ask your agent what changed in LIN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LIN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LIN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for LIN. Filings are public domain, sourced to SEC EDGAR.