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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.41B
$328 Million 47.41% of portfolio
3,361,707
Q4 2023 Added 1.17%
$624M
$230 Million 33.26% of portfolio
7,854,167
Q2 2022 New
$0
$24.5 Million 3.53% of portfolio
39,583
Q2 2025 Added 52.71%
$0
$20.6 Million 2.97% of portfolio
134,450
Q2 2025 Added 48.15%
$271M
$18.8 Million 2.71% of portfolio
3,167,322
Q3 2017 New
$28.8B
$7.41 Million 1.07% of portfolio
33,980
Q2 2025 Added 1.05%
$192B
$5.71 Million 0.82% of portfolio
5,550
Q2 2025 Reduced 8.63%
$2.83B
$5.31 Million 0.77% of portfolio
102,865
Q2 2025 Added 5.8%
$69.2B
$5.14 Million 0.74% of portfolio
3,377
Q2 2025 Added 1,515.79%
$4.76B
$4.83 Million 0.7% of portfolio
110,101
Q2 2025 Reduced 5.28%
$8.48B
$3.55 Million 0.51% of portfolio
34,937
Q2 2025 Added 1.05%
$2.3B
$3.44 Million 0.5% of portfolio
114,196
Q2 2025 Added 1.67%
$13B
$3.2 Million 0.46% of portfolio
21,848
Q2 2025 Added 16.27%
$19.5B
$3.02 Million 0.44% of portfolio
7,426
Q2 2025 Reduced 13.19%
$22.3B
$2.5 Million 0.36% of portfolio
4,221
Q2 2025 Added 1.05%
$382M
$1.98 Million 0.29% of portfolio
140,932
Q4 2023 Reduced 42.84%
$117M
$849,000 0.12% of portfolio
44,968
Q2 2025 Added 57.28%
$320B
$747,000 0.11% of portfolio
2,395
Q2 2025 Added 117.73%
$53.4B
$681,000 0.1% of portfolio
823
Q2 2025 Added 37.4%
$547B
$629,000 0.09% of portfolio
470
Q2 2025 Added 38.64%
$140B
$630,000 0.09% of portfolio
2,287
Q2 2025 Added 47.36%
$424B
$557,000 0.08% of portfolio
3,527
Q2 2025 Added 49.7%
$123B
$527,000 0.08% of portfolio
202
Q2 2025 Added 46.38%
$187B
$539,000 0.08% of portfolio
685
Q2 2025 Added 47.63%
$1.36T
$540,000 0.08% of portfolio
2,386
Q2 2025 Added 53.15%
$93.8B
$453,000 0.07% of portfolio
904
Q2 2025 Added 50.17%
$41.2B
$473,000 0.07% of portfolio
647
Q2 2025 Added 61.35%
$60.8B
$476,000 0.07% of portfolio
2,330
Q2 2025 Added 48.22%
$1.75T
$506,000 0.07% of portfolio
686
Q2 2025 Added 49.13%
$65B
$469,000 0.07% of portfolio
916
Q2 2025 Added 53.43%
$92.4B
$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%
$140B
$515,000 0.07% of portfolio
576
Q2 2025 Added 50.39%
$43.9B
$499,000 0.07% of portfolio
4,884
Q2 2025 New
$3.8T
$516,000 0.07% of portfolio
1,038
Q2 2025 Added 48.07%
$20.3B
$450,000 0.07% of portfolio
2,022
Q2 2025 Added 45.05%
$2.36T
$473,000 0.07% of portfolio
2,156
Q2 2025 Added 47.67%
$95.3B
$500,000 0.07% of portfolio
1,623
Q2 2025 Added 46.22%
$61.6B
$413,000 0.06% of portfolio
1,291
Q2 2025 Added 43.6%
$99.4B
$386,000 0.06% of portfolio
869
Q2 2025 Added 45.56%
$88.5B
$426,000 0.06% of portfolio
1,865
Q2 2025 Added 43.68%
$163B
$421,000 0.06% of portfolio
3,411
Q2 2025 Added 41.48%
$90.8B
$401,000 0.06% of portfolio
1,168
Q2 2025 Added 50.71%
$177B
$435,000 0.06% of portfolio
826
Q2 2025 Added 50.46%
$80.3B
$441,000 0.06% of portfolio
119
Q2 2025 Added 41.67%
$644B
$412,000 0.06% of portfolio
849
Q2 2025 Added 42.21%
$130B
$439,000 0.06% of portfolio
2,940
Q2 2025 Added 51.7%
$26B
$417,000 0.06% of portfolio
3,768
Q2 2025 Added 41.34%
$1.5T
$447,000 0.06% of portfolio
2,541
Q2 2025 Added 48.77%

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
Track This Portfolio

Track George Kaiser Family Foundation Portfolio

Follow George Kaiser Family Foundation and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of George Kaiser Family Foundation, based on Form 13F filings with the SEC.

News

Stay updated on George Kaiser Family Foundation with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email