Bill Gates Portfolio Holdings

Bill & Melinda Gates Foundation Trust

  • $41.8 Billion
  • Q1 2025

Bill & Melinda Gates Foundation Trust, under direction of Bill Gates has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $41.8 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $10.7B, Berkshire Hathaway Inc Class B with a value of $9.15B, Waste Management Inc with a value of $7.46B, Canadian National Railway CO with a value of $5.34B, and Caterpillar Inc with a value of $2.43B.

Examining the 13F form we can see an decrease of $209M in the current position value, from $42B to 41.8B.

Bill & Melinda Gates Foundation Trust is based out at Kirkland, WA

Below you can find more details about Bill Gates portfolio as well as his latest detailed transactions.

Portfolio value $41.8 Billion
Industrials: $18.1 Billion
Technology: $10.7 Billion
Financial Services: $9.15 Billion
Consumer Defensive: $1.62 Billion
Basic Materials: $1.32 Billion
Consumer Cyclical: $329 Million
Healthcare: $314 Million
Real Estate: $148 Million
Other: $115 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$10.7 Billion 25.56% of portfolio
28,457,247
Q4 2024 Reduced 1.73%
$655B
$9.15 Billion 21.88% of portfolio
17,172,435
Q1 2025 Reduced 12.63%
$97.2B
$7.46 Billion 17.86% of portfolio
32,234,344
Q3 2024 Reduced 8.51%
$71.2B
$5.34 Billion 12.79% of portfolio
54,826,786
Q3 2022 Added 433.41%
$181B
$2.43 Billion 5.8% of portfolio
7,353,614
Q1 2022 Reduced 24.07%
$154B
$1.67 Billion 3.99% of portfolio
3,557,378
Q4 2023 Reduced 9.2%
$74.4B
$1.32 Billion 3.17% of portfolio
5,218,044
Q4 2022 Added 7.23%
$261B
$798 Million 1.91% of portfolio
9,090,477
Q1 2024 Added 200.0%
$56.4B
$618 Million 1.48% of portfolio
2,534,362
Q3 2024 Added 65.17%
$20B
$567 Million 1.36% of portfolio
6,214,719
Q3 2017 New
$50.6B
$419 Million 1.0% of portfolio
2,149,175
Q3 2022 New
$43.7B
$203 Million 0.49% of portfolio
9,248,045
Q3 2022 Added 61.84%
$43.4B
$148 Million 0.35% of portfolio
1,420,072
Q1 2022 Reduced 68.89%
$1.33B
$138 Million 0.33% of portfolio
6,981,664
Q4 2020 Added 40.15%
$3.78B
$115 Million 0.28% of portfolio
592,406
Q2 2022 Added 112.98%
$231B
$105 Million 0.25% of portfolio
334,900
Q4 2024 New
$15.2B
$99.5 Million 0.24% of portfolio
444,500
Q1 2025 New
$32.4B
$97.4 Million 0.23% of portfolio
1,000,000
Q3 2024 New
$69.6B
$83.1 Million 0.2% of portfolio
755,089
Q3 2023 Added 1.94%
$32.2B
$79.8 Million 0.19% of portfolio
2,622,600
Q3 2022 New
$134B
$76.5 Million 0.18% of portfolio
373,000
Q4 2022 New
$16.1B
$67.9 Million 0.16% of portfolio
2,195,290
Q4 2022 New
$16.4B
$22 Million 0.05% of portfolio
500,000
Q3 2021 New
Bill Gates

Bill Gates

Bill Gates is the co-founder and former CEO of Microsoft, one of the world's largest technology companies. In addition to his successful career in technology, Gates is also known for his philanthropic work through the Bill & Melinda Gates Foundation. He is a successful investor and has made a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $41.8 Billion
  • Prior Value $42 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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