Bill Gates Stock Portfolio [Updated as of August 2021] (2024)

FAQs

What is Bill Gates' stock portfolio? ›

The turnover rate is 0%. In Bill Gates's current portfolio as of 2024-03-31, the top 5 holdings are Microsoft Corp (MSFT), Waste Management Inc (WM), Berkshire Hathaway Inc (BRK. B), Canadian National Railway Co (CNI), Caterpillar Inc (CAT), not including call and put options.

Bill Gates sold off a sizeable chunk of his portfolio last quarter, which could be seen as another bearish signal for the stock market and a move that mirrors Warren Buffett's recent decisions.

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.

William Henry Gates III (born October 28, 1955) is an American businessman, investor, philanthropist, and writer best known for co-founding the software company Microsoft with his childhood friend Paul Allen.

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.

Microsoft Corp. is among the world's largest companies as valued by market value. The company's market cap was $3.14 trillion as of May 2024. The Vanguard Group was Microsoft's biggest shareholder as of May 2024, holding 664.91 million shares that made up 8.95% of the total shares outstanding.

15.4 percent of the Gates Foundation's holdings are invested in Waste Management, making it the fourth largest holding. This represents an estimated $5.6 billion in total market value.

As of September 2021, Gates' net worth is estimated to be around $125 billion. If his fortune were converted to gold, he would have approximately 2,500 metric tons of the metal. That's equivalent to about two Olympic-sized swimming pools filled with gold.

Yet, this makes Gates' charitable organization the second-largest owner of Schrödinger, according to The Motley Fool. “A branch of AI called machine learning is at the center of the company's software platform,” according to The Motley Fool. “Schrödinger uses machine learning to predict molecular structures.”

Does Bill Gates own stock in Coca-Cola? ›

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.

Gates and Buffett have been friends for more than three decades.

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.

Bill Gates Costco Wholesale Corp

The first Costco Wholesale trade was made in Q3 2002. Since then Bill Gates bought shares ten more times and sold shares on four occasions. The investor sold all their shares in Q4 2012 and doesn't own any shares in Costco Wholesale anymore.

BlackRock model portfolios are built with cost-efficient building blocks such as ETFs, ETCs, Index Mutual Funds and Active Mutual Funds and are available in multiple currencies, such as EUR, GBP & USD. ESG is an increasing focus for the range, with ESG options for portfolios available in the Core range.

Tesla and SpaceX have been Musk's best investments to date. But he's also done quite well with The Boring Company, which provides infrastructure and underground tunnel construction services. Musk invested around $100 million of his own money to get the company off the ground, as CNBC also reported.

As the founder of Microsoft, Gates's investment in the tech giant remains a significant part of his portfolio. With 39,286,170 shares in hand, and following a recent increase in the quarterly dividend from $0.68 to $0.75 per share, Gates's annual dividend income from Microsoft is an astounding $117,858,510.00.