Vault-13

LINDE PLC 99952EUR

SHS · Common Stock · CUSIP G5494J103

24 institutional holders +0 vs Q1 2026
1,092,9391.1m shares reported held*
$566.9mreported value*
1 new 5 added 8 reduced 1 sold out net sold ≈ $32.4m (-62.5k 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 ≈ $518.72. Options: 1 managers hold calls ($10.4m notional), 1 hold puts ($59.7m).

Trends to Q2 2026

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: 26Q2 25: 24Q3 25: 25Q4 25: 20Q1 26: 24Q2 26: 2424Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q2 202524
Q3 202525
Q4 202520
Q1 202624
Q2 202624

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 9 bought or addedQ3 24: 11 cut or sold outQ4 24: 6 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 7 cut or sold outQ2 25: 6 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 6 cut or sold outQ4 25: 6 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 11 bought or addedQ1 26: 8 cut or sold outQ2 26: 6 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024911
Q4 2024614
Q1 202577
Q2 202569
Q3 2025106
Q4 2025611
Q1 2026118
Q2 202669

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $74.6mQ4 25 puts: $57.6mQ4 25P/C 0.77Q1 26 calls: $0Q1 26 puts: $101.9mQ1 26P/C —Q2 26 calls: $10.4mQ2 26 puts: $59.7mQ2 26P/C 5.75
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$74.6m$57.6m0.77
Q1 2026$0$101.9m—
Q2 2026$10.4m$59.7m5.75

Biggest buyers

KING LUTHER CAPITAL MANAGEMENT CORP Added +20,966+21.0k
DEARBORN PARTNERS LLC Added +9,892+9.9k
Lorne Steinberg Wealth Management Inc. New +5,820+5.8k
Harvest Fund Management Co., Ltd Added +135+135
CULLINAN ASSOCIATES INC Added +35+35
Lummis Asset Management, LP Added +3+3

Biggest sellers

Mn Services Vermogensbeheer B.V. Reduced -48,500-48.5k
SCOPUS ASSET MANAGEMENT, L.P. Reduced -44,512-44.5k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -4,185-4.2k
Archer Investment Corp Sold out -1,279-1.3k
Fruth Investment Management Reduced -580-580
Stanley-Laman Group, Ltd. Reduced -147-147
CONNORS INVESTOR SERVICES INC Reduced -70-70
WENDELL DAVID ASSOCIATES INC Reduced -50-50
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Reduced -38-38

Biggest calls

SCOPUS ASSET MANAGEMENT, L.P. New $10.4m20.0k shares

Biggest puts

SCOPUS ASSET MANAGEMENT, L.P. Reduced $59.7m115.0k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 KING LUTHER CAPITAL MANAGEMENT CORP 1.09% of their portfolio FORT WORTH, TX 514,685514.7k $267.1m $267.1m 1.09% Added +21.0k +20,966
2 SCOPUS ASSET MANAGEMENT, L.P. 3.24% of their portfolio NEW YORK, NY 265,000265.0k $137.5m $137.5m 3.24% Reduced -44.5k -44,512
3 Mn Services Vermogensbeheer B.V. 0.52% of their portfolio THE HAGUE, P7 134,428134.4k $69.8m $69.8m 0.52% Reduced -48.5k -48,500
4 CONNORS INVESTOR SERVICES INC 1.83% of their portfolio WYOMISSING, PA 40,77640.8k $21.2m $21.2m 1.83% Reduced -70 -70
5 Harvest Fund Management Co., Ltd 0.59% of their portfolio BEIJING, F4 34,39034.4k $17.8m $17.8m 0.59% Added +135 +135
6 Fruth Investment Management 3.16% of their portfolio HOUSTON, TX 25,61225.6k $13.3m $13.3m 3.16% Reduced -580 -580
7 Stanley-Laman Group, Ltd. 1.05% of their portfolio Berwyn, PA 19,94819.9k $10.4m $10.4m 1.05% Reduced -147 -147
8 DEARBORN PARTNERS LLC 0.28% of their portfolio CHICAGO, IL 19,80919.8k $10.0m $10.0m 0.28% Added +9.9k +9,892
9 WESTPORT ASSET MANAGEMENT INC 1.91% of their portfolio SOUTHPORT, CT 9,0009.0k $4.7m $4.7m 1.91% Unchanged
10 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.16% of their portfolio BOSTON, MA 8,5458.5k $4.4m $4.4m 0.16% Reduced -4.2k -4,185
11 Cohen Klingenstein LLC 0.12% of their portfolio NEW YORK, NY 8,0008.0k $4.2m $4.2m 0.12% Unchanged
12 Lorne Steinberg Wealth Management Inc. 0.62% of their portfolio MONTREAL, QUEBEC, Z4 5,8205.8k $3.0m $3.0m 0.62% New
13 Boit C F David 0.61% of their portfolio BOSTON, MA 2,8002.8k $1.5m $1.5m 0.61% Unchanged
14 WENDELL DAVID ASSOCIATES INC 0.06% of their portfolio PORTSMOUTH, NH 1,0261.0k $532.0k $532.0k 0.06% Reduced -50 -50
15 AR ASSET MANAGEMENT INC 0.10% of their portfolio WEST HOLLYWOOD, CA 1,0201.0k $529.0k $529.0k 0.10% Unchanged
16 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.00% of their portfolio PORTLAND, OR 637637 $330.6k $330.6k 0.00% Reduced -38 -38
17 CULLINAN ASSOCIATES INC 0.02% of their portfolio LOUISVILLE, KY 469469 $243.4k $243.4k 0.02% Added +35 +35
18 STALEY CAPITAL ADVISERS INC 0.01% of their portfolio PITTSBURGH, PA 450450 $233.5k $233.5k 0.01% Unchanged
19 Cascades Capital Asset Management, LLC 0.04% of their portfolio GREENSBORO, NC 207207 $107.4k $107.4k 0.04% Unchanged
20 THOMPSON INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MADISON, WI 200200 $103.8k $103.8k 0.01% Unchanged
21 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 8282 $42.6k $42.6k 0.00% Unchanged
22 Lummis Asset Management, LP 0.01% of their portfolio FORT WORTH, TX 2222 $11.4k $11.4k 0.01% Added +3 +3
23 HORIZON FINANCIAL SERVICES, LLC 0.00% of their portfolio WINSTON SALEM, NC 1212 $6.2k $6.2k 0.00% Unchanged
24 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $350 $350 0.00% Unchanged