George Kaiser Family Foundation Portfolio Holdings

George Kaiser Family Foundation

  • $680 Million
  • Q1 2025

George Kaiser Family Foundation has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $680 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 $350M, Excelerate Energy, Inc. with a value of $225M, Aspen Aerogels Inc with a value of $20.2M, Spdr S&P 500 ETF Trust with a value of $14.5M, and Ishares Tr Russell 200 ETF with a value of $12.5M.

Examining the 13F form we can see an increase of $815K in the current position value, from $679M to 680M.

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

Portfolio value $680 Million
Financial Services: $358 Million
Utilities: $225 Million
Technology: $39.3 Million
ETFs: $27 Million
Industrials: $22.4 Million
Communication Services: $2.9 Million
Consumer Cyclical: $2.29 Million
Healthcare: $1.65 Million
Other: $545,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24B
$4.58 Million 0.67% of portfolio
33,628
Q2 2024 Added 0.71%
$20.1B
$3.8 Million 0.56% of portfolio
24,555
Q2 2024 New
$16.2B
$2.89 Million 0.43% of portfolio
8,554
Q1 2025 Reduced 31.19%
$15.1B
$2.79 Million 0.41% of portfolio
18,791
Q1 2025 New
$12.9B
$2.8 Million 0.41% of portfolio
9,349
Q1 2025 Added 21.53%
$24.4B
$2.43 Million 0.36% of portfolio
4,177
Q2 2024 Added 0.7%
$66.1B
$310,000 0.05% of portfolio
899
Q1 2025 New
$29.8B
$331,000 0.05% of portfolio
2,666
Q1 2025 New
$70.5B
$320,000 0.05% of portfolio
84
Q1 2025 New
$55.7B
$315,000 0.05% of portfolio
599
Q1 2025 New
$22.6B
$286,000 0.04% of portfolio
1,394
Q1 2025 New
$12B
$295,000 0.04% of portfolio
5,218
Q1 2025 New
$97.7B
$262,000 0.04% of portfolio
780
Q1 2025 New
$77.7B
$289,000 0.04% of portfolio
209
Q1 2025 New
$146B
$293,000 0.04% of portfolio
2,411
Q1 2025 New
$162B
$255,000 0.04% of portfolio
513
Q1 2025 New
$116B
$289,000 0.04% of portfolio
597
Q1 2025 New
$96B
$300,000 0.04% of portfolio
1,298
Q1 2025 New
$83.9B
$282,000 0.04% of portfolio
1,110
Q1 2025 New
$101B
$270,000 0.04% of portfolio
1,938
Q1 2025 New
$99.1B
$259,000 0.04% of portfolio
1,552
Q1 2025 New
$93.5B
$270,000 0.04% of portfolio
775
Q1 2025 New
$121B
$269,000 0.04% of portfolio
138
Q1 2025 New
$121B
$260,000 0.04% of portfolio
383
Q1 2025 New
$33.4B
$239,000 0.04% of portfolio
570
Q1 2025 New
$187B
$270,000 0.04% of portfolio
546
Q1 2025 New
$44.1B
$246,000 0.04% of portfolio
1,937
Q1 2025 New
$45.1B
$274,000 0.04% of portfolio
149
Q1 2025 New
$167B
$278,000 0.04% of portfolio
549
Q1 2025 New
$155B
$303,000 0.04% of portfolio
1,072
Q1 2025 New
$58.6B
$268,000 0.04% of portfolio
1,572
Q1 2025 New
$129B
$257,000 0.04% of portfolio
947
Q1 2025 New
$44.6B
$275,000 0.04% of portfolio
487
Q1 2025 New
$88.9B
$280,000 0.04% of portfolio
602
Q1 2025 New
$34.4B
$232,000 0.03% of portfolio
401
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $680 Million
  • Prior Value $679 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 52 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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