Bill Gates: 55 Berkshire Hathaway transactions (Bill & Melinda Gates (2024)

FAQs

How much Berkshire Hathaway does Bill Gates own? ›

Berkshire Hathaway: 17%

He joined Gates in 2006 and has since donated $36 billion through 2022 to the Gates Foundation -- and has encouraged other wealthy individuals to become benefactors. As a result, the Gates Foundation owns nearly 20 million Berkshire shares valued at $7.1 billion.

Bill & Melinda Gates Foundation Trust's top holdings are Microsoft Corporation (US:MSFT) , Berkshire Hathaway Inc. (US:BRK.B) , Canadian National Railway Company (US:CNI) , Waste Management, Inc. (US:WM) , and Caterpillar Inc. (US:CAT) .

Key Takeaways. Institutional investors are the majority owners of Microsoft, accounting for almost 70% of outstanding shares. Former CEO Steve Ballmer owns a 4% stake in Microsoft, more than its founder Bill Gates, who holds a 1.3% stake. Vanguard and Blackrock are the two largest Microsoft's institutional investors.

Bill Gates sold off all of his “Magnificent Seven,” big-cap, tech stocks holdings. He sold all of his shares in Apple (AAPL), Google (GOOGL), Amazon (AMZN), Meta (META), and, yes, Nvidia. This is according to his recent SEC filings that includes his holdings dating back to Dec. 31, 2023.

The top three individual shareholders are Warren Buffett, Susan Buffett, and Ronald Olson. The company's top three institutional shareholders are Vanguard, BlackRock, and State Street.

Microsoft Corp (MSFT. O) co-founder Bill Gates' investment vehicle Cascade Investment LLC has become the largest shareholder in farm machinery maker Deere & Co (DE. N), with a 5% stake, according to a regulatory filing.

The trust's most recent 13F filing made with the SEC revealed its top investments, which are somewhat unique in that they're not your typical mega-cap tech companies. Instead, the trust owns concentrated stock positions in less heard of companies, like Coca-Cola FEMSA, which is a Mexican bottler of popular soft drinks.

Bullish on this entire logistics and supply chain market, regardless of the competitive differences, the Bill & Melinda Gates Foundation now owns through Cascade Investment 1.53 million shares of FedEx Corp. This is worth $392 million. Gates has the 10th largest holding at FedEx, in contrast to the 15th at UPS.

As co-chair of the Bill & Melinda Gates Foundation, Bill Gates shapes and approves foundation strategies, advocates for the foundation's issues, and sets the organization's overall direction.

Later in his career and since leaving day-to-day operations at Microsoft in 2008, Gates has pursued other business and philanthropic endeavors. He is the founder and chairman of several companies, including BEN, Cascade Investment, TerraPower, Gates Ventures, and Breakthrough Energy.

How much did Bill Gates invest in Apple? ›

(AAPL) holdings by 1.1%, or 10 million shares, in the final quarter of 2023, leaving a 5.9% stake worth about $174 billion in cash.

11.1 billion USD (2024)

Melinda French Gates / Net worth

Gates' unsurprising top AI stock

You probably won't be surprised in the least by Gates' top AI stock. Almost 34% of the Gates Foundation Trust's portfolio is invested in Microsoft (MSFT 1.82%). The billionaire co-founded the technology company and served as its CEO for 25 years.

The majority of his financial assets are held by Cascade Investment LLC, an entity controlled by Gates to manage his investments. 3 Although Cascade is not a public company, some of its investment activity must be disclosed to the Securities and Exchange Commission (SEC).

Bill Gates in a 2023 photo. It's no secret that Bill Gates is bullish on artificial intelligence, but he's now predicting that the technology will be transformative for everyone within the next five years. The rise of AI has elicited fear that the technology will eliminate millions of jobs around the world.

Microsoft shares account for nearly 34% of the Gates Trust's portfolio, but BRK. B is its second-largest holding. The trust owns 20 million shares of Berkshire Hathaway, valued at $7.1 billion. BRK.

Microsoft co-founder Bill Gates has a $42 billion stock portfolio in what is the Bill and Melinda Gates Foundation Trust. The trust's most recent 13F filing made with the SEC revealed its top investments, which are somewhat unique in that they're not your typical mega-cap tech companies.

It's run by chair and CEO Warren Buffett. Berkshire Hathaway is headquartered in Omaha, Nebraska. Originally, it was a company comprised of a group of textile milling plants. Buffett assumed control of the struggling New England company in 1965.