Stocklore

Linde plc (LIN)

Chemicals · US stock

What changed in recent filings

  • Revenue +9% YoYQuarter ended Jun 30, 2026
  • Institutions — 7 new · 1 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Linde plc

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2023 Q1 · 52023 Q2 · 62023 Q3 · 72023 Q4 · 62024 Q1 · 42024 Q2 · 52024 Q3 · 52024 Q4 · 52025 Q1 · 32025 Q2 · 52025 Q3 · 42025 Q4 · 52026 Q1 · 62026 Q2 · 12
23 Q124 Q326 Q2

2023 Q1: 5 → 2026 Q2: 12 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Linde plc

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox0.36% of portfolio · since 2023 Q1
  • Temasek Holdings (Singapore)0.66% of portfolio · since 2023 Q3
  • Point72 Asset Management0.03% of portfolio · since 2025 Q2
  • Duquesne Family Office0.41% of portfolio · since 2026 Q1
  • Soros Fund Management1.70% of portfolio · since 2026 Q1
  • Moore Capital ManagementNew this quarter0.13% of portfolio · since 2026 Q2
  • Lone Pine CapitalNew this quarter4.94% of portfolio · since 2026 Q2
  • PRIMECAP Management0.27% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.10% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.40% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.28% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management0.11% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Linde is the largest industrial gas supplier in the world, with operations in over 100 countries. The firm's main products are atmospheric gases (including oxygen, nitrogen, and argon) and process gases (including hydrogen, carbon dioxide, and helium), as well as equipment used in industrial gas production. Linde serves a wide variety of end markets, including chemicals, manufacturing, healthcare, and steelmaking. Linde generated approximately $34 billion in revenue in 2025.

What is the Chemicals sector?

Specialty chemicals, gases, and paints. Raw materials for other industries.

Linde plc is classified under the Chemicals sector. See peers below.

LIN revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $9.3B, +9.3% YoY.

The largest segment is Americas, 44.0% of revenue — a concentrated structure.

Recent revenue growth was led mainly by the Americas segment (about 34% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

LIN segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Mar '25Sep '25Jun '26
Americas 44%Europe, Middle East & Africa 25%Asia-Pacific 20%Engineering 7%Corporate and other 4%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Linde plc

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLBState Street(R) Materials Select Sector SPDR(R) ETF
14.06%
QQQInvesco QQQ Trust, Series 1
1.04%
QQQMInvesco NASDAQ 100 ETF
1.01%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.98%
VTVVANGUARD VALUE INDEX FUND
0.90%
SPY
0.37%
VOOVANGUARD 500 INDEX FUND
0.37%
IVViShares Core S&P 500 ETF
0.37%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.33%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.33%
RSPInvesco S&P 500 Equal Weight ETF
0.20%

LIN on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Chemicals average
See full LIN analysis →

LIN FAQ

What is Linde plc (LIN)?

Linde is the largest industrial gas supplier in the world, with operations in over 100 countries. The firm's main products are atmospheric gases (including oxygen, nitrogen, and argon) and process gases (including hydrogen, carbon dioxide, and helium), as well as equipment used in industrial gas production. Linde serves a wide variety of end markets, including chemicals, manufacturing, healthcare, and steelmaking. Linde generated approximately $34 billion in revenue in 2025.

What sector is Linde plc in?

Linde plc is classified under Chemicals. Specialty chemicals, gases, and paints. Raw materials for other industries.

What are Linde plc's main revenue segments?

The largest segment is Americas, about 44.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Linde plc (LIN) stock?

On Stocklore you can see LIN's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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