George Kaiser Family Foundation Portfolio Holdings

George Kaiser Family Foundation

  • $692 Million
  • Q2 2025

George Kaiser Family Foundation has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $692 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bok Financial Corp with a value of $328M, Excelerate Energy, Inc. with a value of $230M, Spdr S&P 500 ETF Trust with a value of $24.5M, Ishares Tr Russell 200 ETF with a value of $20.6M, and Aspen Aerogels Inc with a value of $18.8M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $680M to 692M.

Below you can find more details about George Kaiser Family Foundation portfolio as well as his latest detailed transactions.

Portfolio value $692 Million
Financial Services: $335 Million
Utilities: $230 Million
ETFs: $45 Million
Technology: $44.2 Million
Industrials: $27.3 Million
Communication Services: $3.56 Million
Consumer Cyclical: $3.55 Million
Healthcare: $2.28 Million
Other: $816,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.02B
$328 Million 47.41% of portfolio
3,361,707
Q4 2023 Added 1.17%
$634M
$230 Million 33.26% of portfolio
7,854,167
Q2 2022 New
$300M
$18.8 Million 2.71% of portfolio
3,167,322
Q3 2017 New
$31B
$7.41 Million 1.07% of portfolio
33,980
Q2 2025 Added 1.05%
$172B
$5.71 Million 0.82% of portfolio
5,550
Q2 2025 Reduced 8.63%
$2.33B
$5.31 Million 0.77% of portfolio
102,865
Q2 2025 Added 5.8%
$76.5B
$5.14 Million 0.74% of portfolio
3,377
Q2 2025 Added 1,515.79%
$4.08B
$4.83 Million 0.7% of portfolio
110,101
Q2 2025 Reduced 5.28%
$8.46B
$3.55 Million 0.51% of portfolio
34,937
Q2 2025 Added 1.05%
$1.98B
$3.44 Million 0.5% of portfolio
114,196
Q2 2025 Added 1.67%
$14.6B
$3.2 Million 0.46% of portfolio
21,848
Q2 2025 Added 16.27%
$17B
$3.02 Million 0.44% of portfolio
7,426
Q2 2025 Reduced 13.19%
$23.5B
$2.5 Million 0.36% of portfolio
4,221
Q2 2025 Added 1.05%
$388M
$1.98 Million 0.29% of portfolio
140,932
Q4 2023 Reduced 42.84%
$8.64B
$1.59 Million 0.23% of portfolio
23,168
Q2 2025 Added 1.05%
$124M
$849,000 0.12% of portfolio
44,968
Q2 2025 Added 57.28%
$54.9B
$681,000 0.1% of portfolio
823
Q2 2025 Added 37.4%
$545B
$629,000 0.09% of portfolio
470
Q2 2025 Added 38.64%
$127B
$630,000 0.09% of portfolio
2,287
Q2 2025 Added 47.36%
$456B
$557,000 0.08% of portfolio
3,527
Q2 2025 Added 49.7%
$118B
$527,000 0.08% of portfolio
202
Q2 2025 Added 46.38%
$201B
$539,000 0.08% of portfolio
685
Q2 2025 Added 47.63%
$1.27T
$540,000 0.08% of portfolio
2,386
Q2 2025 Added 53.15%
$94.5B
$453,000 0.07% of portfolio
904
Q2 2025 Added 50.17%
$39.5B
$473,000 0.07% of portfolio
647
Q2 2025 Added 61.35%
$52.5B
$476,000 0.07% of portfolio
2,330
Q2 2025 Added 48.22%
$1.78T
$506,000 0.07% of portfolio
686
Q2 2025 Added 49.13%
$95.7B
$469,000 0.07% of portfolio
916
Q2 2025 Added 53.43%
$102B
$507,000 0.07% of portfolio
1,161
Q2 2025 Added 48.85%
$145B
$508,000 0.07% of portfolio
1,425
Q2 2025 Added 50.48%
$133B
$515,000 0.07% of portfolio
576
Q2 2025 Added 50.39%
$43.4B
$499,000 0.07% of portfolio
4,884
Q2 2025 New
$3.95T
$516,000 0.07% of portfolio
1,038
Q2 2025 Added 48.07%
$22.7B
$450,000 0.07% of portfolio
2,022
Q2 2025 Added 45.05%
$2.26T
$473,000 0.07% of portfolio
2,156
Q2 2025 Added 47.67%
$97B
$500,000 0.07% of portfolio
1,623
Q2 2025 Added 46.22%
$61.1B
$413,000 0.06% of portfolio
1,291
Q2 2025 Added 43.6%
$99.5B
$386,000 0.06% of portfolio
869
Q2 2025 Added 45.56%
$95.6B
$426,000 0.06% of portfolio
1,865
Q2 2025 Added 43.68%
$155B
$421,000 0.06% of portfolio
3,411
Q2 2025 Added 41.48%
$92.8B
$401,000 0.06% of portfolio
1,168
Q2 2025 Added 50.71%
$182B
$435,000 0.06% of portfolio
826
Q2 2025 Added 50.46%
$75.9B
$441,000 0.06% of portfolio
119
Q2 2025 Added 41.67%
$621B
$412,000 0.06% of portfolio
849
Q2 2025 Added 42.21%
$123B
$439,000 0.06% of portfolio
2,940
Q2 2025 Added 51.7%
$26.8B
$417,000 0.06% of portfolio
3,768
Q2 2025 Added 41.34%
$1.21T
$447,000 0.06% of portfolio
2,541
Q2 2025 Added 48.77%
$439B
$415,000 0.06% of portfolio
420
Q2 2025 Added 44.33%
$3.69T
$391,000 0.06% of portfolio
1,908
Q2 2025 Added 55.5%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $692 Million
  • Prior Value $680 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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