Other
Gates Foundation Trust
The trust that manages the endowment of the Gates Foundation. Its 13F-HR has long been concentrated in a few names, Berkshire Hathaway and Microsoft among them.
CIK 0001166559www.gatesfoundation.org ↗
Filing13F-HR
Period2026-06-30
Disclosed$34.4B
Positions24
Shown23 (99.9%)
SourceEDGAR
Top holdings
ranked by weight- #1BRKBweight21.35%$7.4Bvalue$505.48last
- #2CATweight19.65%$6.8Bvalue$821.58last
- #3CNIweight17.95%$6.2Bvalue- last
- #4WMweight17.30%$6.0Bvalue$206.83last
- #5DEweight6.56%$2.3Bvalue$690.46last
- #6ECLweight4.22%$1.5Bvalue- last
- #7WMTweight2.76%$950Mvalue$107.98last
- #8FDXweight2.17%$747Mvalue$285.85last
- #9KOFweight1.92%$660Mvalue- last
- #10HDweight1.02%$353Mvalue$293.20last
- #11WCNweight0.99%$340Mvalue- last
- #12MSGSweight0.69%$238Mvalue- last
- #13FDXFweight0.52%$180Mvalue- last
- #14CPNGweight0.47%$161Mvalue$13.88last
- #15WSTweight0.46%$160Mvalue$370.44last
- #16BUDweight0.41%$140Mvalue- last
- #17PCARweight0.35%$120Mvalue- last
- #18SDGRweight0.33%$113Mvalue$28.85last
- #19MCDweight0.26%$91Mvalue$236.50last
- #20DHRweight0.21%$71Mvalue- last
- #21KHCweight0.17%$58Mvalue$23.63last
- #22HRLweight0.15%$52Mvalue- last
- #23VLTOweight0.03%$11Mvalue- last
Frequently asked questions
- What stocks does Gates Foundation Trust hold?
- Gates Foundation Trust discloses 23 positions as of 2026-06-30. Top by weight: BRKB (21.35%), CAT (19.65%), CNI (17.95%), WM (17.30%), DE (6.56%).
- What is Gates Foundation Trust's largest position?
- BRKB (Berkshire Hathaway Inc. (Class B)) is Gates Foundation Trust's largest disclosed position at 21.35% of the portfolio - $7.4B.
- When did Gates Foundation Trust last file?
- Gates Foundation Trust's most recent disclosed filing is 13F-HR for period 2026-06-30 (24 positions total).
- Who is Gates Foundation Trust?
- The trust that manages the endowment of the Gates Foundation. Its 13F-HR has long been concentrated in a few names, Berkshire Hathaway and Microsoft among them.
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