InvestorLens

LIN — LINDE PLC

Materials · Industrial Gases

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying LIN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
72
Macro Tailwind
Macro conditions are a headwind for Materials
44
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their LIN position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are a headwind for Materials (Macro Tailwind 44/100 in a Contraction regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Steve Mandel, George Soros)
  • +7 tracked investors reported holding LIN at their latest filing
Contradicting evidence — always shown
  • −Current Contraction regime has historically been a headwind for Materials (Macro Tailwind 44/100)
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/17/2026.

About LINDE PLC (LIN)

LINDE PLC (LIN) appears in the most recent 13F filings of 7 tracked institutional investors. LINDE PLC is classified in the Materials sector (Industrial Gases industry). The largest disclosed position is held by Steve Mandel (Lone Pine Capital), valued at $809M. Across recent filings, tracked investors recorded 5 new positions, 7 increased, 4 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in LIN

67
/100
Institutional Accumulation
Added / Increased12
Reduced4
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track LIN

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

LIN Ownership Composition

How LINDE PLC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Growth & Innovation
51% of tracked value
Institutions
7
tracked investors
Total Reported
$1.6B
combined 13F value
Types3
  • Growth & Innovation51.2%
  • Multi-Strategy / Quant38.1%
  • Macro10.7%
Growth & Innovation(1)
51.2%
Multi-Strategy / Quant(3)
38.1%
Macro(3)
10.7%

Tracked investors currently reporting LIN

1 tracked investor has since exited this position — listed separately below.

  • Steve MandelJun 30, 2026
    Lone Pine Capital
    Shares
    1.6M
    Value
    $808.6M
    % Portfolio
    4.94%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    381.6K
    Value
    $198M
    % Portfolio
    0.07%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    726.1K
    Value
    $376.8M
    % Portfolio
    0.04%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    51.8K
    Value
    $26.9M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    16.9K
    Value
    $8.8M
    % Portfolio
    0.01%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    267.3K
    Value
    $138.7M
    % Portfolio
    1.70%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    41.2K
    Value
    $21.4M
    % Portfolio
    0.41%

Previously held LIN

These investors reported LIN in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates1.2K$488.2KDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold LIN?
7 tracked institutional investors disclosed a position in LIN (LINDE PLC) in their most recent 13F filing.
Who is the largest institutional holder of LIN?
Steve Mandel, Lone Pine Capital, holds the largest disclosed position in LIN, valued at $809M.
Did institutional ownership of LIN increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 7 increased, 4 reduced, and 2 fully exited LIN.
What sector is LIN in?
LINDE PLC is classified in the Materials GICS sector, Industrial Gases industry.
Where does this LIN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
LIN (LINDE PLC) — Institutional Holders & 13F History — InvestorLens