Current position

Bill Gates’s Berkshire Hathaway Inc Del (BRK/B) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gates Foundation TrustVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2010Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares96.20MHighest verified quarter-end share count
Quarters reported60Verified quarters with shares above zero
What happened?

Gates Foundation Trust first reported Berkshire Hathaway Inc Del in Q3 2010. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Gates Foundation Trust currently reports 14.69M shares. The latest verified filing showed: Sold 13.8% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 13.8% of the position−2.36M shares · 14.69M shares remained
Filing context

Quarter-end price $500.39 · Estimated holding basis $337.25

Q1 2026
Sold 12.2% of the position−2.36M shares · 17.05M shares remained
Filing context

Quarter-end price $479.20 · Estimated holding basis $337.25

Q4 2025
Sold 10.8% of the position−2.36M shares · 19.41M shares remained
Filing context

Quarter-end price $502.65 · Estimated holding basis $337.25

Q3 2025
Sold 9.8% of the position−2.36M shares · 21.77M shares remained
Filing context

Quarter-end price $502.74 · Estimated holding basis $337.25

Q2 2025
Bought 40.5% more+6.95M shares · 24.12M shares reported after the change
Filing context

Quarter-end price $485.77 · Estimated holding basis $337.25

Q1 2025
Sold 12.6% of the position−2.48M shares · 17.17M shares remained
Filing context

Quarter-end price $532.58 · Estimated holding basis $277.14

Portfolio importance

How important is Berkshire Hathaway Inc Del in Gates Foundation Trust’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight21.4%Q2 2026
Current rank#1of 24 reported positions
Peak portfolio weight60.1%Q3 2015
Best historical rank#1Q3 2010
At peak importanceQ3 2015
BRK/B
60.1%
Largest holding
60.1%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$509.772026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$500.39Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$337.25Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows the Gates Foundation Trust’s Form 13F disclosures. It is not Bill Gates’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.