Linde plc
AT ˙ WBAG ˙ IE000S9YS762
441,00 € ↑1,40 (0,32%)
2026-06-05
DEL PRIS
SecurityAT:LIN / Linde plc
InstitutionHB Wealth Management, LLC
Latest Disclosed Ownership20,264 shares
Latest Disclosed Value $ 10,046,319
HB Wealth Management, LLC reports 15.39% increase in ownership of LIN / Linde plc

On April 27, 2026 - HB Wealth Management, LLC filed a 13F-HR form disclosing ownership of 20,264 shares of Linde plc (AT:LIN) valued at $8,745,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 17,561 shares of Linde plc. This represents a change in shares of 15.39% during the quarter. The current value of the position is $8,936,424 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)
2026-04-27 2026-03-31 13F LINDE SHS G54950103 20,264 2,703 15.39 10,046 34.16 0.0650
2026-01-28 2025-12-31 13F LINDE SHS G54950103 17,561 -1,714 -8.89 7,488 -18.21 0.0484
2025-10-23 2025-09-30 13F LINDE SHS G54950103 19,275 1,267 7.04 9,156 8.36 0.0620
2025-07-17 2025-06-30 13F LINDE SHS G54950103 18,008 -504 -2.72 8,449 -1.98 0.0672
2025-05-07 2025-03-31 13F LINDE SHS G54950103 18,512 5,950 47.37 8,620 63.91 0.0722
2025-01-15 2024-12-31 13F LINDE SHS G54950103 12,562 2,755 28.09 5,260 12.47 0.0537
2024-10-15 2024-09-30 13F LINDE SHS G54950103 9,807 893 10.02 4,677 19.56 0.0502
2024-07-26 2024-06-30 13F LINDE SHS G54950103 8,914 1,076 13.73 3,912 7.47 0.0456
2024-04-30 2024-03-31 13F LINDE SHS G54950103 7,838 -287 -3.53 3,640 9.05 0.0458
2024-01-16 2023-12-31 13F LINDE SHS G54950103 8,125 233 2.95 3,337 13.58 0.0480
2023-10-13 2023-09-30 13F LINDE SHS G54950103 7,892 1,006 14.61 2,938 12.01 0.0474
2023-07-13 2023-06-30 13F LINDE SHS G54950103 6,886 -96 -1.37 2,624 5.72 0.0419
2023-04-13 2023-03-31 13F LINDE SHS G54950103 6,982 279 4.16 2,482 13.49 0.0431
2023-01-20 2022-12-31 13F LINDE SHS G5494J103 6,703 72 1.09 2,187 22.26 0.0398
2022-10-19 2022-09-30 13F LINDE SHS G5494J103 6,631 677 11.37 1,788 4.44 0.0380
2022-07-15 2022-06-30 13F LINDE SHS G5494J103 5,954 523 9.63 1,712 -1.33 0.0351
2022-05-16 2022-03-31 13F LINDE SHS G5494J103 5,431 42 0.78 1,735 -7.07 0.0322
2022-02-15 2021-12-31 13F LINDE SHS G5494J103 5,389 5,389 1,867 0.0376
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.