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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Bill Gates (Gates Foundation Trust)
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Bill Gates

Gates Foundation Trust
Share
  • Asset Manager · CIK 0001166559
  • Industrials Tilt
  • Highly Concentrated
  • Large Fund

Bill Gates runs Gates Foundation Trust, an asset manager overseeing $35.36B in disclosed equity holdings (SEC CIK 0001166559). The latest portfolio (2025Q4) discloses 23 positions across 7 sectors, with the largest positions in BRK.B, WM and CNI. On a mark-to-market basis the tracked portfolio has returned 12.2% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Bill's filingsView holdings↓
Portfolio
$35.36B
Positions
23
Quarter
2025Q4
Filings tracked
8
Since filing+12.2%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$11.84B+$5.92B$0-$5.92B-$11.84B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$1.91B
Lifetime buys
$6.92B
Lifetime sells
$22.62B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions0 names
—
Added to0 names
—
Trimmed2 names
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −2,358,460
    $1.19B
  • MSFTMICROSOFT CORP
    −1,500,000
    $725.4M
Exited0 names
—

Recent transactions

Last 20 moves
TRIM
M
Bill Gates (Gates Foundation Trust) trimmed MSFT
MICROSOFT CORP
−1,500,000
~$483.62 · 2025Q4
2026-02-17
TRIM
B
Bill Gates (Gates Foundation Trust) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−2,358,460
~$502.65 · 2025Q4
2026-02-17
TRIM
C
Bill Gates (Gates Foundation Trust) trimmed CAT
CATERPILLAR INC
−1,000,000
~$477.15 · 2025Q3
2025-11-14
TRIM
M
Bill Gates (Gates Foundation Trust) trimmed MSFT
MICROSOFT CORP
−17,000,000
~$517.95 · 2025Q3
2025-11-14
TRIM
H
Bill Gates (Gates Foundation Trust) trimmed HRL
HORMEL FOODS CORP
−110,000
~$24.74 · 2025Q3
2025-11-14
TRIM
K
Bill Gates (Gates Foundation Trust) trimmed KHC
KRAFT HEINZ CO
−150,000
~$26.04 · 2025Q3
2025-11-14
TRIM
W
Bill Gates (Gates Foundation Trust) trimmed WMT
WALMART INC
−700,000
~$103.06 · 2025Q3
2025-11-14
SOLD
U
Bill Gates (Gates Foundation Trust) exited UPS
UNITED PARCEL SERVICE INC
−755,089
~$100.94 · 2025Q3
2025-11-14
TRIM
B
Bill Gates (Gates Foundation Trust) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−2,358,460
~$502.74 · 2025Q3
2025-11-14
TRIM
C
Bill Gates (Gates Foundation Trust) trimmed CNI
CANADIAN NATL RY CO
−3,000,000
~$94.30 · 2025Q3
2025-11-14
TRIM
W
Bill Gates (Gates Foundation Trust) trimmed WM
WASTE MGMT INC DEL
−3,300,000
~$220.83 · 2025Q3
2025-11-14
SOLD
C
Bill Gates (Gates Foundation Trust) exited CCI
CROWN CASTLE INTL CORP NEW
−1,420,072
~$102.73 · 2025Q3
2025-11-14
TRIM
W
Bill Gates (Gates Foundation Trust) trimmed WCN
WASTE CONNECTIONS INC
−110,000
~$175.80 · 2025Q3
2025-11-14
TRIM
F
Bill Gates (Gates Foundation Trust) trimmed FDX
FEDEX CORP
−150,000
~$235.81 · 2025Q3
2025-11-14
ADD
B
Bill Gates (Gates Foundation Trust) added to BRK.B
BERKSHIRE HATHAWAY INC DEL
+6,951,249
~$485.77 · 2025Q2
2025-08-14
TRIM
M
Bill Gates (Gates Foundation Trust) trimmed MSFT
MICROSOFT CORP
−2,266,040
~$497.41 · 2025Q2
2025-08-14
TRIM
B
Bill Gates (Gates Foundation Trust) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−2,482,589
~$532.58 · 2025Q1
2025-05-15
NEW
W
Bill Gates (Gates Foundation Trust) opened a new position in WST
WEST PHARMACEUTICAL SVSC INC
+444,500
~$223.88 · 2025Q1
2025-05-15
NEW
M
Bill Gates (Gates Foundation Trust) opened a new position in MCD
MCDONALDS CORP
+334,900
~$289.89 · 2024Q4
2025-02-14
TRIM
B
Bill Gates (Gates Foundation Trust) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−2,482,589
~$453.28 · 2024Q4
2025-02-14