Gates Foundation Trust Foundation

Bill Gates · The trust that holds the Gates Foundation's endowment; it files quarterly 13F reports.

13F portfolio
$34.4B
1 filer
Insider stakes (Form 4)
—
filed in last 3 yrs, de-duplicated
Known positions
24
13F + Form 4, largest shown
Largest position
BRK.B
$7.4B
Insider filings
203
2 reporting names
Latest 13F period
2026-06-30
filed ~45 days after quarter end

Largest known positions

13F + Form 4

Each company's largest reported value across this investor's 13F filings (quarter-end value) and Form 4 insider filings (shares held × latest price). Colour shows the source.

Related

Filing timeline

Every 13F quarter, open-market Form 4 trade and 5%+ stake filing (Schedule 13D/G) on one axis.

Timeline

Top lane: reported 13F value each quarter. Middle: open-market Form 4 purchases (green) and sales (red), sized by dollars. Bottom: Schedule 13D (activist) and 13G (passive) filings for 5%+ stakes. Hover for details.

Recent filings

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GATES FOUNDATION TRUST

13F portfolio · $34.4B across 24 positions as of 2026-06-30 · full filing detail →

Insider (Form 4) stakes

Companies where this investor reports as an officer, director or 10% owner.

CompanyRoleSharesValueLast filing
BRK.B BERKSHIRE HATHAWAY INC10% owner77,313,900$38.7B2010-03-01 stale
AN AUTONATION, INC.2,398,716$378M2012-02-21 stale
SDGR Schrodinger, Inc.10% owner6,981,664$205M2020-11-27 stale

Trade history, charts and every filing →

CompanyRoleSharesValueLast filing
VIR Vir Biotechnology, Inc10% owner2,777,777$29M2019-10-16 stale
BCEL Atreca, Inc.10% owner1,396,644—2019-06-24 stale
ASNS X4 Pharmaceuticals, In10% owner722,179—2017-11-20 stale

Trade history, charts and every filing →

About this profile

Large investors show up in SEC filings under several names. A family office usually files a 13F (quarterly holdings, if it manages over $100M in US equities) under its firm name, while the same money appears in Form 4 filings under the person's or holding company's name when it owns 10% or more of a company or sits on its board. Some — like Cascade Investment — hold most of their stock through large ownership stakes and file no 13F at all.

This page joins those filings into one view. 13F values are as of quarter end and are filed up to 45 days later. Form 4 values use the latest share count reported times a recent price. Neither shows cash, bonds, private companies or short positions.