Billionaire Bill Gates Has 30% of His Foundation's $36 Billion Portfolio Invested in This Warren Buffett Stock

4 days ago 9
  • Berkshire Hathaway ranks arsenic the Gates Foundation Trust's largest holding.

  • The charitable organization's large concern successful Berkshire is simply a testament to the conglomerate's past of beardown gains.

  • Berkshire remains a large banal to bargain and clasp adjacent with Buffett nary longer astatine the helm.

  • 10 stocks we similar amended than Berkshire Hathaway ›

What's the largest holding successful the Bill & Melinda Gates Foundation Trust's portfolio? Perhaps surprisingly, it isn't Microsoft (NASDAQ: MSFT). To beryllium sure, the Gates Foundation Trust owns a hefty involvement successful the bundle elephantine that Gates co-founded. However, Microsoft ranks arsenic lone the fifth-largest presumption for the charitable organization.

The Gates Foundation Trust's largest holding is Warren Buffett favorite. And astir 30% of its $36 cardinal portfolio is invested successful this 1 stock.

Warren Buffett lasting  earlier  microphones.

Image source: The Motley Fool.

The banal successful question isn't conscionable immoderate Buffett stock. I'd reason that it's the quintessential Buffett stock. I'm referring, of course, to Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B).

Buffett led Berkshire Hathaway for implicit six decades. Even though the legendary capitalist precocious passed the baton to caller CEO Greg Abel, helium remains Berkshire's chairman. More importantly, he's inactive the conglomerate's largest shareholder.

However, the Gates Foundation Trust is besides a large shareholder successful Berkshire Hathaway. As of the organization's astir caller 13F filing, it owned astir 21.8 cardinal shares of Berkshire, valued astatine much than $10.9 billion.

This involvement was adjacent higher. The Gates Foundation Trust sold 2.36 cardinal shares of Berkshire successful the 3rd 4th of 2025, reducing its presumption by astir 9.8%.

Gates and Buffett person been friends for years. They played span together. Gates served connected Berkshire's committee of directors from 2004 to 2020. Buffett antecedently served connected the Gates Foundation's board.

But this narration isn't wherefore the Gates Foundation Trust is truthful heavy invested successful Berkshire Hathaway. The much apt crushed is that the conglomerate's banal has been a reliable concern done the years.

Between 1964 and 2024, Berkshire Hathaway delivered an wide summation of 5,502%. This instrumentality translates to a compound yearly maturation complaint of 19.9%. By comparison, the S&P 500's (SNPINDEX: ^GSPC) compounded yearly summation during the aforesaid play was 10.4%. Granted, Berkshire lagged down the S&P 500 past year. However, it has nevertheless been a coagulated concern for the Gates Foundation Trust.

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