Linde plc
DE ˙ XTRA ˙ IE000S9YS762
426,20 € ↑0,40 (0,09%)
2026-06-02
AKTIENPREIS
SecurityDE:LIN / Linde plc
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership52,495 shares
Latest Disclosed Value $ 26,026,185
AE Wealth Management LLC reports 7.03% increase in ownership of LIN / Linde plc

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 52,495 shares of Linde plc (DE:LIN) valued at $22,415,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 49,047 shares of Linde plc. This represents a change in shares of 7.03% during the quarter. The current value of the position is $22,373,369 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F LINDE SHS G54950103 52,495 3,448 7.03 26,026 24.44 0.0041
2026-01-26 2025-12-31 13F LINDE SHS G54950103 49,047 32,412 194.84 20,914 164.67 0.1200
2025-11-03 2025-09-30 13F LINDE SHS G54950103 16,635 2,067 14.19 7,903 15.61 0.0504
2025-08-06 2025-06-30 13F LINDE SHS G54950103 14,568 3,083 26.84 6,836 27.80 0.0500
2025-05-06 2025-03-31 13F LINDE SHS G54950103 11,485 2,686 30.53 5,348 45.17 0.0450
2025-02-13 2024-12-31 13F LINDE SHS G54950103 8,799 1,265 16.79 3,684 2.56 0.0313
2024-11-14 2024-09-30 13F LINDE SHS G54950103 7,534 3,332 79.30 3,592 94.90 0.0326
2024-08-12 2024-06-30 13F LINDE SHS G54950103 4,202 1,196 39.79 1,844 32.11 0.0184
2024-05-15 2024-03-31 13F LINDE SHS G54950103 3,006 -7,940 -72.54 1,396 -68.45 0.0158
2024-02-14 2023-12-31 13F LINDE SHS G54950103 10,946 -31,621 -74.29 4,423 -72.10 0.0226
2023-10-11 2023-09-30 13F LINDE SHS G54950103 42,567 5,398 14.52 15,850 11.90 0.0947
2023-07-10 2023-06-30 13F LINDE SHS G54950103 37,169 26,080 235.19 14,164 259.49 0.0852
2023-04-14 2023-03-31 13F LINDE SHS G54950103 11,089 -12,508 -53.01 3,940 -48.81 0.0254
2023-01-31 2022-12-31 13F LINDE SHS G5494J103 23,597 18,934 406.05 7,697 512.33 0.0557
2022-10-25 2022-09-30 13F LINDE SHS G5494J103 4,663 874 23.07 1,257 15.43 0.0100
2022-08-03 2022-06-30 13F LINDE SHS G5494J103 3,789 391 11.51 1,089 0.37 0.0087
2022-04-18 2022-03-31 13F LINDE SHS G5494J103 3,398 -104 -2.97 1,085 -10.55 0.0074
2022-01-20 2021-12-31 13F LINDE SHS G5494J103 3,502 540 18.23 1,213 39.59 0.0085
2021-11-01 2021-09-30 13F LINDE SHS G5494J103 2,962 -21 -0.70 869 0.81 0.0072
2021-07-21 2021-06-30 13F LINDE SHS G5494J103 2,983 1,287 75.88 862 81.47 0.0075
2021-04-27 2021-03-31 13F LINDE SHS G5494J103 1,696 -178 -9.50 475 -3.85 0.0048
2021-02-01 2020-12-31 13F LINDE SHS G5494J103 1,874 179 10.56 494 22.28 0.0056
2020-11-06 2020-09-30 13F LINDE SHS G5494J103 1,695 16 0.95 404 13.48 0.0058
2020-08-05 2020-06-30 13F LINDE SHS G5494J103 1,679 -12,510 -88.17 356 -85.50 0.0055
2020-05-07 2020-03-31 13F LINDE SHS G5494J103 14,189 12,774 902.76 2,455 715.61 0.0564
2020-01-15 2019-12-31 13F LINDE SHS G5494J103 1,415 84 6.31 301 16.67 0.0065
2019-11-05 2019-09-30 13F LINDE SHS G5494J103 1,331 -60 -4.31 258 -7.53 0.0075
2019-07-22 2019-06-30 13F LINDE SHS G5494J103 1,391 1,391 279 0.0084
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.