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 Q1 2026, a total of 16 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.89 B.
Top institutional holders include John Armitage and Renaissance Technologies (RenTech).
Notably, John Armitage has expressed high conviction in this stock, allocating 5.88% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $987.82 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 82.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Linde plc (LIN)
Major holders include John Armitage ($529.66 M), Renaissance Technologies (RenTech) ($312.24 M), Cliff Asness ($271.69 M). According to the latest reported data, 16 tracked investment managers collectively hold approximately 3.68 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $987.82 M, with 10 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited LIN. The total reported sell value was $313.77 M.
Yes, 4 managers opened new positions in LIN, and 6 increased their existing holdings. The total reported buy value was $1.3 B.
