Skip to content
We’ve expanded our free plan so you can explore more of Valuesider. Check out the updated pricing page to see what’s now available for free!
Berkshire Hathaway Inc

Bill & Melinda Gates Foundation Trust Berkshire Hathaway Inc transactions over time

BRK-B

Berkshire Hathaway Inc historical holders

total: 35

Transactions details

Total transactions:
53
New positions:
1
Added:
13
Reduced:
39
Held since:
2013 Q2 or earlier
Held for:
53+ quarters
Latest activity:
2026 Q2
Bill Gates has been an institutional investor in Berkshire Hathaway Inc (BRK-B) since at least 2013 Q2. According to 2026 Q2 report, Bill Gates holds 14,689,844 shares with a market value of roughly $7.35B representing 21.35% of their equity portfolio. In our earliest available record from 2013 Q2, Bill & Melinda Gates Foundation Trust held about 74.58M shares of BRK-B. Since at least 2013 Q2, Bill & Melinda Gates Foundation Trust has made 52 more transactions in this position.

Does Bill Gates still hold BRK-B?

Yes, Bill Gates continues to hold Berkshire Hathaway Inc (BRK-B). According to their 2026 Q2 report, they maintain a position of 14,689,844 shares valued at approximately $7.35B, representing 21.35% of their equity portfolio.

Estimated cost basis*

Weighted AVG buy price:
$176.56
Weighted AVG sell price:
$237.13

BRK-B transactions history by Bill & Melinda Gates Foundation Trust

53 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
21.35%
14,689,844
$500.39
$7,350,651,039
-13.83% (-2,358,460)
-3.73%
2026 Q1
25.80%
17,048,304
$479.20
$8,169,547,277
-12.15% (-2,358,460)
-3.2%
2025 Q4
27.59%
19,406,764
$502.65
$9,754,809,925
-10.84% (-2,358,460)
-3.24%
2025 Q3
29.91%
21,765,224
$502.74
$10,942,248,714
-9.78% (-2,358,460)
-2.48%
2025 Q2
24.53%
24,123,684
$485.77
$11,718,561,977
+40.48% (+6,951,249)
+7.07%
2025 Q1
21.88%
17,172,435
$532.58
$9,145,695,432
-12.63% (-2,482,589)
-3.15%
2024 Q4
21.20%
19,655,024
$453.28
$8,909,229,279
-11.21% (-2,482,589)
-2.5%
2024 Q3
22.60%
22,137,613
$460.26
$10,189,057,759
-10.08% (-2,482,589)
-2.4%
2024 Q2
21.01%
24,620,202
$406.80
$10,015,498,174
+42.29% (+7,317,105)
+6.24%
2024 Q1
15.87%
17,303,097
$420.52
$7,276,298,350
-13.12% (-2,613,252)
-2.6%
2023 Q4
16.80%
$356.66
-11.60% (-2,613,252)
2023 Q3
20.28%
$350.30
-10.39% (-2,613,252)
2023 Q2
20.38%
$341.00
+27.69% (+5,453,008)
2023 Q1
16.67%
$308.77
-20.25% (-5,000,000)
2022 Q4
21.35%
$308.90
-16.84% (-5,000,000)
2022 Q3
23.32%
$267.02
-14.41% (-5,000,000)
2022 Q2
53.56%
$273.02
+20.93% (+6,003,166)
2022 Q1
51.22%
$352.91
-14.84% (-5,000,000)
2021 Q4
43.85%
$299.00
-12.92% (-5,000,000)
2021 Q3
45.53%
$272.94
-11.45% (-5,000,000)
2021 Q2
50.87%
$277.92
+17.74% (+6,582,280)
2021 Q1
45.23%
$255.47
-11.88% (-5,000,000)
2020 Q4
43.71%
$231.87
-10.61% (-5,000,000)
2020 Q3
45.43%
$212.94
+18.02% (+7,191,874)
2020 Q2
39.88%
$178.51
-11.13% (-5,000,000)
2020 Q1
47.32%
$182.83
-10.02% (-5,000,000)
2019 Q4
52.94%
$226.50
-9.11% (-5,000,000)
2019 Q3
53.82%
$208.02
+16.64% (+7,833,551)
2019 Q2
50.61%
$213.17
-9.60% (-5,000,000)
2019 Q1
50.09%
$200.89
-8.76% (-5,000,000)
2018 Q4
53.15%
$204.18
-8.05% (-5,000,000)
2018 Q3
51.49%
$214.11
+15.88% (+8,509,002)
2018 Q2
45.21%
$186.65
-8.54% (-5,000,000)
2018 Q1
47.78%
$199.48
-7.87% (-5,000,000)
2017 Q4
47.61%
$198.22
-7.29% (-5,000,000)
2017 Q3
48.82%
$183.32
+15.53% (+9,220,001)
2017 Q2
43.53%
$169.37
-7.77% (-5,000,000)
2017 Q1
56.86%
$166.68
-7.21% (-5,000,000)
2016 Q4
59.43%
$162.98
-6.72% (-5,000,000)
2016 Q3
58.21%
$144.47
+15.48% (+9,968,423)
2016 Q2
55.42%
$144.79
-7.21% (-5,000,000)
2016 Q1
57.27%
$141.88
-6.72% (-5,000,000)
2015 Q4
58.94%
$132.04
-6.30% (-5,000,000)
2015 Q3
60.05%
$130.40
+15.67% (+10,756,234)
2015 Q2
54.87%
$136.11
-6.79% (-5,000,000)
2015 Q1
57.02%
$144.32
-6.36% (-5,000,000)
2014 Q4
59.04%
$150.15
-5.98% (-5,000,000)
2014 Q3
53.21%
$138.14
+16.08% (+11,585,510)
2014 Q2
45.66%
$126.56
-6.49% (-5,000,000)
2014 Q1
48.61%
$124.97
-6.09% (-5,000,000)
2013 Q4
48.51%
$118.56
-5.74% (-5,000,000)
2013 Q3
50.75%
$113.51
+16.70% (+12,458,431)
2013 Q2
46.90%
$111.92
new or own*
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.