Bill Gatesis the sixth-richest man in the world—after Tesla's Elon Musk (in first place), Bernard Arnault (in second place), Amazon's Jeff Bezos (in third place), Oracle’s Larry Ellison (in fourth place), and Meta’s Mark Zuckerberg (in fifth place). Gates has an estimatednet worthof $119.6 billion, as of Jan. 2024.
Gates dropped out of Harvard University and became a technology entrepreneur after founding Microsoft Corporation in 1975. Over the decades, Gates successfully built his company into a major technology powerhouse, earning himself a fortune in the process.
Gates has since retired from the day-to-day functioning of Microsoft and focuses his efforts on his philanthropic causes through the Bill & Melinda Gates Foundation. These causes have included producing a malaria vaccine, tobacco control reform, and education reform. The Foundation has a substantial portfolio of investments. Its investment philosophy is to use capital from the Foundation to help businesses create solutions to complex and entrenched problems.
Key Takeaways
- The Bill & Melinda Gates Foundation’s portfolio has Canadian National Railway Company as its top holding with 54.8 million shares valued at over $1.75 billion.
- Microsoft Corp. is the second-largest holding with over 39.3 million shares valued at $12.4 billion.
- The third-largest holding is Waste Management with over 18.6 million shares valued at $3.1 billion.
- Berkshire Hathaway is the fourth-largest holding with approximately 22.5 million shares for a total value of $8 billion.
- The Gates Foundation holds more than 9.2 million shares in its fifth-largest holding, Coupang.
What Bill Gates' Portfolio Looks Like
The following are some of the Foundation’s most prominent holdings, including their market values as of the filing date of September 30, 20223, with the U.S.Securities and Exchange Commission (SEC).
1. Canadian National Railway Company
The largest holding in the Foundation’s portfolio is Canadian National Railway Company (CNI). The Foundation holdsapproximately 54.8 million shares of Canadian National Railway Company with amarket valueof nearly $6 billion.
Canadian National Railway provides integrated transportation services including rail, trucking, freight forwarding, andwarehousing. The company mainly transports petroleum products, grain and fertilizers, coal, metals, and automotive products.As of Jan. 16, 2024, it has a market cap of$81.02 billion.
2. Microsoft Corp.
Microsoft Corp. (MSFT) is the second-largest holding in the Foundation’s portfolio. The Foundation holdsapproximately 39.3 million shares with amarket valueofjust over $12.4 billion.
Microsoft is the second largest company in the S&P 500, with a market cap of over$2.9 trillionas of Jan. 16, 2024.The company was ranked thirteenth on the 2023Fortune 500list. Bill Gates has donated over $59 billion to the Gates Foundation by July 2022.
3. Waste Management, Inc.
Waste Management, Inc. (WM) is the third-largest holding in the Foundation’s portfolio. The Foundation owns over 35.2 million shares with a market value of $5.3 billion.
Waste Management is a provider of waste management and associated environmental services. It further develops and operates waste to energy and landfill gas to energy facilities in the United States. It is the largest waste management company in the country, with over 20 million customers. The company has a market cap of$72.8 billionas of Jan. 16, 2024, and was ranked 204th on the 2023 Fortune 500 list.
4. Berkshire Hathaway
Berkshire Hathaway (BRK.B) is the fourth-largest in the Foundation’s portfolio. The Foundation holdsapproximately 22.5 million shares with amarket valueof nearly $8 billion. Berkshire Hathaway is one of the largest companies in the S&P 500, with a market cap of$785.8 billionas of Jan. 16, 2024. The company was ranked seventh on the 2023Fortune 500list. Bill Gates has developed a very close relationship withWarren Buffettsince they first met in 1991; Gates served on the Board of Directors of Berkshire Hathaway until March 2020. Both investors have signed a pledge to give away a significant portion of their wealth to philanthropic causes.
5. Coupang Inc.
Coupang (CPNG) is the fifth-largest holding in the Foundation’s portfolio, with more than 9.2 million shares and a market value of $157.2 million. The company is in the retail trade sector, operating as an e-commerce company. Coupang has a market cap of$27.43 billion.
What Is Bill Gates Worth?
As of Jan. 2024, Bill Gates was worth an estimated $119.6 billion.
Is Bill Gates the Richest Man in The World?
Although he was once rated the richest man in the world, Bill Gates comes in at #6 in 2024, behind Elon Musk,Bernard Arnault. Jeff Bezos, Larry Ellison, and Mark Zuckerberg.
FAQs
The current portfolio value is calculated to be $45.86 Bil. 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.
What are the Gates Foundation's largest holdings? ›
Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Bill & Melinda Gates Foundation Trust's top holdings are Microsoft Corporation (US:MSFT) , Waste Management, Inc. (US:WM) , Berkshire Hathaway Inc. (US:BRK.B) , Canadian National Railway Company (US:CNI) , and Caterpillar Inc.
Does Bill Gates still own Coupang stock? ›
The Gates Foundation Trust held more than 9 million shares of the stock at the end of 2023 and has not a share since first initiating a position in the first quarter of 2021. Consistent with the conservative investing approach of the trust, Coupang's management is responsibly growing the business.
How much money does Bill Gates invest? ›
Gates is estimated to be worth roughly $127 billion, according to Forbes. Regulatory filings reveal that nearly $46 billion of that total is held by the Trust. This includes more than 38 million shares of Microsoft stock, valued at more than $15 billion. Investors could take a lesson from Gates.
What is Elon Musk's stock portfolio? ›
In 2022, Elon Musk's stock portfolio was heavily dominated by his holdings in Tesla, the electric vehicle company he co-founded and leads as CEO. According to reports, Musk owned around 423,622,432 shares of Tesla (TSLA) stock worth over $62.3 billion as of December 2022.
What stock did Warren Buffett buy? ›
While headlines today are centered around his newly revealed investment in insurance giant Chubb (CB), Buffett's talent for spotting winners is also evident in his selection of two leading global digital payment tech stocks: Visa, Inc. (V) and Mastercard Incorporated (MA).
How many homes do the Gates own? ›
$165 million and a yearly tax bill of more than $2.9 million, the Gates own at least a dozen surrounding properties that altogether span more than ten acres with at least six additional luxury homes.
What are gates in hedge funds? ›
What Is a Gate? A gate is one of the tools available to craft the liquidity terms of a hedge fund. A gate partially limits the ability of investors to redeem from a fund. This is unlike a typical suspension provision, which completely and temporarily prohibits redemption.
What foundation does Bill Gates own? ›
The Bill & Melinda Gates Foundation (BMGF) is an American private foundation founded by Bill Gates and Melinda French Gates. Based in Seattle, Washington, it was launched in 2000 and is reported to be the second largest charitable foundation in the world, holding $69 billion in assets as of 2020.
Does Bill Gates own Costco? ›
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.
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.
Does Bill Gates own John Deere? ›
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.
What stocks are in Bill Gates' 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.
How much of Caterpillar does Bill Gates own? ›
CURRENT PORTFOLIO
| Ticker | Company | % Portfolio |
|---|
| BRK.B | Berkshire Hathaway Inc. | 16.80% |
| CNI | Canadian National Railway Co. | 16.29% |
| WM | Waste Management Inc. | 14.92% |
| CAT | Caterpillar Inc. | 5.14% |
18 more rowsMar 12, 2024
Bill Gates acquired 54.8 Million Canadian National Railway shares worth $6.98 Billion. That's 15.43% of their entire equity portfolio (4th largest holding). The investor owns 8.66% of the outstanding Canadian National Railway stock. The first Canadian National Railway trade was made in Q3 2002.
What stocks are in Jeff Bezos portfolio? ›
Jeff Bezos' current positions
| Company | Funding date |
|---|
| Amazon | 1994 (Founded) |
| Basecamp | 2006 (Series A) |
| Blue Origin | 2000 (Founded) |
| Business Insider | 2013 (Venture) |
11 more rowsBILL Stock Forecast FAQ
Bill.com Holdings has 39.82% upside potential, based on the analysts' average price target. Is BILL a Buy, Sell or Hold? Bill.com Holdings has a conensus rating of Moderate Buy which is based on 6 buy ratings, 5 hold ratings and 1 sell ratings.
What is BlackRock's portfolio? ›
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.
Who owns Berkshire Hathaway? ›
Confidential stock revealed after three quarters
Warren Buffett's (pictured) Berkshire Hathaway, the name behind GEICO and Berkshire Hathaway Specialty Insurance, turns out to be a part-owner of global insurer Chubb.
