Linde plc
DE ˙ DUSE ˙ IE000S9YS762
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT
SecurityDE:WM2 / Linde plc
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership24,381 shares
Latest Disclosed Value $ 12,087,001
Kestra Advisory Services, LLC reports 37.98% increase in ownership of WM2 / Linde plc

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 24,381 shares of Linde plc (DE:WM2) valued at $12,087,001 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,670 shares of Linde plc. This represents a change in shares of 37.98% during the quarter.

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)
2026-04-30 2026-03-31 13F LINDE SHS G54950103 24,381 6,711 37.98 12,087 60.43 0.0457
2026-02-13 2025-12-31 13F LINDE SHS G54950103 17,670 -2,220 -11.16 7,535 -20.25 0.0310
2025-11-14 2025-09-30 13F LINDE SHS G54950103 19,890 8,837 79.95 9,448 82.20 0.0432
2025-08-15 2025-06-30 13F LINDE SHS G54950103 11,053 -97 -0.87 5,186 -0.12 0.0253
2025-05-14 2025-03-31 13F LINDE SHS G54950103 11,150 -2,203 -16.50 5,192 -7.14 0.0251
2025-02-10 2024-12-31 13F LINDE SHS G54950103 13,353 -2,814 -17.41 5,591 -27.49 0.0306
2024-11-13 2024-09-30 13F LINDE SHS G54950103 16,167 -4,171 -20.51 7,709 -13.61 0.0425
2024-08-14 2024-06-30 13F LINDE SHS G54950103 20,338 6,496 46.93 8,925 38.85 0.0499
2024-05-15 2024-03-31 13F LINDE SHS G54950103 13,842 1,398 11.23 6,427 25.77 0.0431
2024-02-14 2023-12-31 13F LINDE SHS G54950103 12,444 649 5.50 5,111 16.37 0.0414
2023-11-13 2023-09-30 13F LINDE SHS G54950103 11,795 -3,852 -24.62 4,392 -26.35 0.0432
2023-08-11 2023-06-30 13F LINDE SHS G54950103 15,647 4,220 36.93 5,963 46.81 0.0597
2023-05-12 2023-03-31 13F LINDE SHS G54950103 11,427 -8,595 -42.93 4,062 -37.81 0.0440
2023-01-31 2022-12-31 13F LINDE SHS G5494J103 20,022 -3,138 -13.55 6,531 108,733.33 0.0580
2022-11-01 2022-09-30 13F/A-1 LINDE SHS G5494J103 23,160 7,273 45.78 6 50.00 0.0668
2022-11-01 2022-09-30 13F LINDE SHS G5494J103 23,160 7,273 6,244 0.0668
2022-08-12 2022-06-30 13F LINDE SHS G5494J103 15,887 5,053 46.64 5 33.33 0.0469
2022-07-20 2022-03-31 13F/A-1 LINDE SHS G5494J103 10,834 -5,246 -32.62 3 -40.00 0.0360
2022-04-26 2022-03-31 13F LINDE SHS G5494J103 10,834 -5,246 3,461 0.0360
2022-07-25 2021-12-31 13F/A-1 LINDE SHS G5494J103 16,080 5,417 50.80 6 66.67 0.0564
2022-01-20 2021-12-31 13F LINDE SHS G5494J103 16,080 5,417 5,571 0.0564
2022-07-25 2021-09-30 13F/A-1 LINDE SHS G5494J103 10,663 -2,195 -17.07 3 0.00 0.0313
2021-10-19 2021-09-30 13F LINDE SHS G5494J103 10,663 -2,195 3,128 0.0313
2022-07-26 2021-06-30 13F/A-1 LINDE SHS G5494J103 12,858 970 8.16 4 0.00 0.0422
2021-07-28 2021-06-30 13F LINDE SHS G5494J103 12,858 970 3,717 0.0422
2022-07-27 2021-03-31 13F/A-1 LINDE SHS G5494J103 11,888 7,142 150.48 3 200.00 0.0423
2021-05-10 2021-03-31 13F LINDE SHS G5494J103 11,888 7,142 3,330 0.0423
2022-07-28 2020-12-31 13F/A-1 LINDE SHS G5494J103 4,746 4,596 3,064.00 1 -100.00 0.0144
2021-01-20 2020-12-31 13F LINDE SHS G5494J103 4,746 4,596 1,242 0.0144
2022-07-29 2020-09-30 13F/A-1 LINDE SHS G5494J103 150 150 2,311,000 0.0431
2020-11-12 2020-09-30 13F LINDE SHS G5494J103 150 150 2,311 0.0431
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.