Vault-13

LINDE PLC 99952EUR

SHS · Common Stock · CUSIP G5494J103

26 institutional holders +2 vs Q4 2024
861,886861.9k shares reported held*
$401.3mreported value*
3 new 4 added 7 reduced 0 sold out net sold ≈ $4.9m (-10.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $465.64. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,392Q4 22: 1,519Q1 23: 73Q2 23: 39Q3 23: 31Q4 23: 31Q1 24: 30Q2 24: 30Q3 24: 27Q4 24: 24Q1 25: 2626Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20221,392
Q4 20221,519
Q1 202373
Q2 202339
Q3 202331
Q4 202331
Q1 202430
Q2 202430
Q3 202427
Q4 202424
Q1 202526

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 11 bought or addedQ2 23: 57 cut or sold outQ3 23: 14 bought or addedQ3 23: 17 cut or sold outQ3 23Q4 23: 9 bought or addedQ4 23: 13 cut or sold outQ1 24: 8 bought or addedQ1 24: 14 cut or sold outQ1 24Q2 24: 9 bought or addedQ2 24: 10 cut or sold outQ3 24: 9 bought or addedQ3 24: 11 cut or sold outQ3 24Q4 24: 6 bought or addedQ4 24: 14 cut or sold outQ1 25: 7 bought or addedQ1 25: 7 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231157
Q3 20231417
Q4 2023913
Q1 2024814
Q2 2024910
Q3 2024911
Q4 2024614
Q1 202577

Biggest buyers

KING LUTHER CAPITAL MANAGEMENT CORP Added +5,869+5.9k
Harvest Fund Management Co., Ltd Added +1,873+1.9k
PARTNERS CAPITAL INVESTMENT GROUP, LLP New +769+769
CONNORS INVESTOR SERVICES INC Added +303+303
Cascades Capital Asset Management, LLC New +247+247
Stanley-Laman Group, Ltd. Added +105+105
HORIZON FINANCIAL SERVICES, LLC New +3+3

Biggest sellers

Mn Services Vermogensbeheer B.V. Reduced -13,200-13.2k
SCOPUS ASSET MANAGEMENT, L.P. Reduced -5,000-5.0k
DEARBORN PARTNERS LLC Reduced -1,134-1.1k
Itau Unibanco Holding S.A. Reduced -202-202
49 WEALTH MANAGEMENT, LLC Reduced -123-123
Fruth Investment Management Reduced -70-70
CULLINAN ASSOCIATES INC Reduced -15-15

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KING LUTHER CAPITAL MANAGEMENT CORP 1.07% of their portfolio FORT WORTH, TX 498,309498.3k $232.0m $232.0m 1.07% Added +5.9k +5,869
2 Mn Services Vermogensbeheer B.V. 0.64% of their portfolio THE HAGUE, P7 178,361178.4k $83.1m $83.1m 0.64% Reduced -13.2k -13,200
3 CONNORS INVESTOR SERVICES INC 1.46% of their portfolio WYOMISSING, PA 31,57731.6k $14.7m $14.7m 1.46% Added +303 +303
4 DEARBORN PARTNERS LLC 0.68% of their portfolio CHICAGO, IL 30,34030.3k $14.1m $14.1m 0.68% Reduced -1.1k -1,134
5 Harvest Fund Management Co., Ltd 0.69% of their portfolio BEIJING, F4 29,91029.9k $13.9m $13.9m 0.69% Added +1.9k +1,873
6 Fruth Investment Management 3.56% of their portfolio HOUSTON, TX 27,52227.5k $12.8m $12.8m 3.56% Reduced -70 -70
7 Stanley-Laman Group, Ltd. 1.52% of their portfolio Berwyn, PA 21,15421.2k $9.9m $9.9m 1.52% Added +105 +105
8 SCOPUS ASSET MANAGEMENT, L.P. 0.34% of their portfolio NEW YORK, NY 20,07520.1k $9.3m $9.3m 0.34% Reduced -5.0k -5,000
9 WESTPORT ASSET MANAGEMENT INC 2.03% of their portfolio SOUTHPORT, CT 9,0009.0k $4.2m $4.2m 2.03% Unchanged
10 Cohen Klingenstein LLC 0.13% of their portfolio NEW YORK, NY 8,0008.0k $3.7m $3.7m 0.13% Unchanged
11 STALEY CAPITAL ADVISERS INC 0.03% of their portfolio PITTSBURGH, PA 1,4601.5k $679.8k $679.8k 0.03% Unchanged
12 Violich Capital Management, Inc. 0.09% of their portfolio MILL VALLEY, CA 1,4151.4k $659.0k $659.0k 0.09% Unchanged
13 WENDELL DAVID ASSOCIATES INC 0.05% of their portfolio PORTSMOUTH, NH 1,0961.1k $510.0k $510.0k 0.05% Unchanged
14 CULLINAN ASSOCIATES INC 0.03% of their portfolio LOUISVILLE, KY 801801 $373.0k $373.0k 0.03% Reduced -15 -15
15 Boit C F David 0.19% of their portfolio BOSTON, MA 800800 $372.5k $372.5k 0.19% Unchanged
16 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.01% of their portfolio BOSTON, MA 769769 $358.1k $358.1k 0.01% New
17 49 WEALTH MANAGEMENT, LLC 0.03% of their portfolio AUSTIN, TX 502502 $233.6k $233.6k 0.03% Reduced -123 -123
18 Cascades Capital Asset Management, LLC 0.06% of their portfolio GREENSBORO, NC 247247 $115.0k $115.0k 0.06% New
19 Itau Unibanco Holding S.A. 0.00% of their portfolio SAO PAULO, D5 202202 $94.0k $94.0k 0.00% Reduced -202 -202
20 THOMPSON INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MADISON, WI 200200 $93.1k $93.1k 0.01% Unchanged
21 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 8282 $38.2k $38.2k 0.00% Unchanged
22 Stuart Chaussee & Associates, Inc. 0.00% of their portfolio BEVERLY HILLS, CA 4141 $19.1k $19.1k 0.00% Unchanged
23 Lummis Asset Management, LP 0.01% of their portfolio FORT WORTH, TX 1919 $8.8k $8.8k 0.01% Unchanged
24 HORIZON FINANCIAL SERVICES, LLC 0.00% of their portfolio WINSTON SALEM, NC 33 $1.4k $1.4k 0.00% New
25 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $350 $350 0.00% Unchanged
26 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged