Bill Gates Holdings 13F: Latest Bill & Melinda Gates Foundation Portfolio Changes
Bill & Melinda Gates Foundation. Microsoft co-founder's investment trust. Bill Gates' foundation trust, managed by Michael Larson, invests heavily in traditional, dividend-paying businesses like waste management, railroads, and agricultural equipment to fund global philanthropy.
As of the latest Q1 2026 13F filing, Bill Gates (managing Bill & Melinda Gates Foundation) reported a public portfolio value of $31.7B with 22 positions. This page tracks latest holdings, latest 13F changes, top buys, top sells, and top holdings from the public filing. The top recent sell was BRK.B.
Open interactive portfolioLatest 13F portfolio changes
Bill Gates holdings 13F summary: the latest Bill & Melinda Gates Foundation portfolio changes show top holdings including Berkshire Hathaway, WASTE MGMT INC DEL, CANADIAN NATL RY, CATERPILLAR, and DEERE &, reported top buys such as notable reported positions, and top sells or reductions such as Berkshire Hathaway, WASTE MGMT INC DEL, and Microsoft.
Latest filing metadata: quarter Q1 2026; report date 2026-03-31; filing date 2026-05-15; disclosure source SEC 13F.
Bill Gates 13F portfolio and latest holdings overview
Bill Gates's Q1 2026 13F holdings show Bill & Melinda Gates Foundation reporting 22 positions with a disclosed portfolio value of $31.7B. For readers searching Bill Gates 13F holdings, Bill Gates portfolio, Bill & Melinda Gates Foundation holdings, or latest 13F changes, the latest top holdings include Berkshire Hathaway, WASTE MGMT INC DEL, CANADIAN NATL RY, CATERPILLAR, and DEERE &.
The three largest reported positions add up to roughly 62.7%, which helps readers judge portfolio concentration rather than just headline AUM. The largest reported sector exposure is Industrials at 61.8% of the disclosed portfolio. This makes the page useful for comparing the manager's actual disclosed exposure with market narratives around the same names.
The latest change data highlights reported buys such as notable reported positions and reported reductions or exits such as Berkshire Hathaway, WASTE MGMT INC DEL, and Microsoft. Those changes should be read as historical disclosure signals, not as real-time trade alerts.
The filing metadata lists report date 2026-03-31, filing date 2026-05-15, SEC accession 0001104659-26-062592. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Bill Gates portfolio analytics
the top five positions account for 83.2% of disclosed value; the largest sector exposure is Industrials at 61.8%; reported buy and sell activity implies roughly 57.6% turnover this period; cost-basis P&L across 21 tracked positions averages 77.5% (12/19 currently in profit).
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| BRK.B whale holders BERKSHIRE HATHAWAY INC DEL | $8.17B | 25.8% | Reduced |
| WM whale holders WASTE MGMT INC DEL | $6.35B | 20.1% | Reduced |
| CNI whale holders CANADIAN NATL RY CO | $5.33B | 16.8% | Held |
| CAT whale holders CATERPILLAR INC | $4.50B | 14.2% | Held |
| DE whale holders DEERE & CO | $2.00B | 6.3% | Held |
| ECL whale holders ECOLAB INC | $1.39B | 4.4% | Held |
| WMT whale holders WALMART INC | $1.04B | 3.3% | Held |
| FDX whale holders FEDEX CORP | $849.3M | 2.7% | Held |
| KO whale holders COCA-COLA FEMSA SAB DE CV | $606.2M | 1.9% | Held |
| WCN whale holders WASTE CONNECTIONS INC | $331.2M | 1.1% | Held |
Top buys
No reported items for this period.
Top sells
- BRK.B whale holders — BERKSHIRE HATHAWAY INC DEL ($8.17B)
- WM whale holders — WASTE MGMT INC DEL ($6.35B)
- MSFT whale holders — MICROSOFT CORP ($3.72B)
Allocation
- Industrials: 61.8%
- Financials: 26.4%
- Consumer Staples: 5.4%
- Materials: 4.4%
- Consumer Discretionary: 0.9%
- Other: 0.6%
- Health Care: 0.6%
Data notes
Report date: 2026-03-31
Disclosure source: SEC 13F
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Frequently asked questions
Bill Gates 13F Holdings
The Q1 2026 13F profile for Bill Gates and Bill & Melinda Gates Foundation shows 22 reported positions, $31.7B in disclosed portfolio value, and top holdings including Berkshire Hathaway, WASTE MGMT INC DEL, CANADIAN NATL RY, CATERPILLAR, and DEERE &.
What is Bill Gates buying? Latest 13F changes
The latest tracked change data for Bill Gates highlights reported buys such as notable reported positions and reported sells or reductions such as Berkshire Hathaway, WASTE MGMT INC DEL, and Microsoft.
Bill & Melinda Gates Foundation top holdings
Bill & Melinda Gates Foundation top holdings are summarized from public disclosures with reported values, weights, portfolio concentration, top buys, top sells, and filing metadata where available.
Bill Gates buys and sells
Use the top buys and top sells sections above to compare Bill Gates's reported additions, reductions, exits, and latest portfolio activity against other tracked investors.
How delayed is Bill Gates's 13F data?
SEC Form 13F requires institutional investment managers with $100M+ in US equities to disclose their holdings quarterly. Read our comprehensive 13F guide for timing, coverage, and limitations. Read the Whale Analyzer 13F guide.