Linde plc
DE ˙ XTRA ˙ IE000S9YS762
426,20 € ↑0,40 (0,09%)
2026-06-02
AKTIENPREIS
SecurityDE:LIN / Linde plc
InstitutionLee Financial Co
Latest Disclosed Ownership1,092 shares
Latest Disclosed Value $ 541,370
Lee Financial Co reports 56.97% decrease in ownership of LIN / Linde plc

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 1,092 shares of Linde plc (DE:LIN) valued at $466,284 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,538 shares of Linde plc. This represents a change in shares of -56.97% during the quarter. The current value of the position is $465,410 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-13 2026-03-31 13F LINDE SHS G54950103 1,092 -1,446 -56.97 541 -50.00 0.0721
2026-01-22 2025-12-31 13F LINDE SHS G54950103 2,538 -438 -14.72 1,082 -23.43 0.1460
2025-11-04 2025-09-30 13F LINDE SHS G54950103 2,976 93 3.23 1,414 4.51 0.1773
2025-07-24 2025-06-30 13F LINDE SHS G54950103 2,883 286 11.01 1,353 11.83 0.1940
2025-05-13 2025-03-31 13F LINDE SHS G54950103 2,597 -402 -13.40 1,209 -3.67 0.1847
2025-01-30 2024-12-31 13F LINDE SHS G54950103 2,999 -56 -1.83 1,256 -13.80 0.1763
2024-11-14 2024-09-30 13F LINDE SHS G54950103 3,055 173 6.00 1,457 15.19 0.2069
2024-08-14 2024-06-30 13F LINDE SHS G54950103 2,882 -388 -11.87 1,265 -16.73 0.2061
2024-05-15 2024-03-31 13F LINDE SHS G54950103 3,270 -33 -1.00 1,518 11.95 0.2532
2024-02-08 2023-12-31 13F LINDE SHS G54950103 3,303 -15 -0.45 1,357 9.80 0.2380
2023-11-09 2023-09-30 13F LINDE SHS G54950103 3,318 -233 -6.56 1,235 -8.72 0.2302
2023-08-08 2023-06-30 13F LINDE SHS G54950103 3,551 -1,112 -23.85 1,353 -18.35 0.2370
2023-05-15 2023-03-31 13F LINDE SHS G54950103 4,663 -671 -12.58 1,657 -4.72 0.2844
2023-02-09 2022-12-31 13F LINDE SHS G5494J103 5,334 -756 -12.41 1,740 5.97 0.2969
2022-11-02 2022-09-30 13F LINDE SHS G5494J103 6,090 20 0.33 1,641 -6.01 0.3069
2022-08-10 2022-06-30 13F LINDE SHS G5494J103 6,070 74 1.23 1,746 -8.83 0.3203
2022-05-11 2022-03-31 13F LINDE SHS G5494J103 5,996 -4 -0.07 1,915 -7.89 0.3427
2022-02-08 2021-12-31 13F LINDE SHS G5494J103 6,000 -31 -0.51 2,079 17.46 0.3905
2021-11-12 2021-09-30 13F LINDE SHS G5494J103 6,031 63 1.06 1,770 2.55 0.3661
2021-08-04 2021-06-30 13F LINDE SHS G5494J103 5,968 -169 -2.75 1,726 0.41 0.3661
2021-05-13 2021-03-31 13F LINDE SHS G5494J103 6,137 -212 -3.34 1,719 2.75 0.4076
2021-02-12 2020-12-31 13F LINDE SHS G5494J103 6,349 47 0.75 1,673 11.46 0.4339
2020-11-03 2020-09-30 13F LINDE SHS G5494J103 6,302 -15 -0.24 1,501 12.01 0.4194
2020-08-11 2020-06-30 13F LINDE SHS G5494J103 6,317 -85 -1.33 1,340 21.05 0.3720
2020-05-07 2020-03-31 13F LINDE SHS G5494J103 6,402 -526 -7.59 1,107 -24.95 0.3672
2020-02-14 2019-12-31 13F LINDE SHS G5494J103 6,928 51 0.74 1,475 10.65 0.3187
2019-11-08 2019-09-30 13F LINDE SHS G5494J103 6,877 0 0.00 1,333 -3.48 0.2999
2019-07-30 2019-06-30 13F LINDE COM G5494J103 6,877 5 0.07 1,381 14.23 0.3119
2019-04-30 2019-03-31 13F LINDE COM G5494J103 6,872 60 0.88 1,209 13.73 0.2830
2019-02-11 2018-12-31 13F LINDE COM G5494J103 6,812 6,812 1,063 0.2849
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.