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GATES FOUNDATION TRUST: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GATES FOUNDATION TRUST on BRK-B, newest first. How the timeline and the estimate are built.

GATES FOUNDATION TRUST held 14,689,844 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,689,844 shares
    Change vs previous 13F -2,358,460 shares

    21.35% of the 13F portfolio, value $7,350,651,039.

    13F-HR 0001104659-26-097175 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,048,304 shares
    Change vs previous 13F -2,358,460 shares

    25.8% of the 13F portfolio, value $8,169,547,277.

    13F-HR 0001104659-26-062592 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,406,764 shares
    Change vs previous 13F -2,358,460 shares

    27.59% of the 13F portfolio, value $9,754,809,925.

    13F-HR 0001104659-26-016458 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,765,224 shares
    Change vs previous 13F -2,358,460 shares

    29.91% of the 13F portfolio, value $10,942,248,714.

    13F-HR 0001104659-25-112544 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,123,684 shares
    Change vs previous 13F +6,951,249 shares

    24.53% of the 13F portfolio, value $11,718,561,977.

    13F-HR 0001104659-25-078647 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,172,435 shares
    Change vs previous 13F -2,482,589 shares

    21.88% of the 13F portfolio, value $9,145,695,432.

    13F-HR 0001104659-25-049456 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 19,655,024 shares
    Change vs previous 13F -2,482,589 shares

    21.2% of the 13F portfolio, value $8,909,229,279.

    13F-HR 0001104659-25-014123 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,137,613 shares
    Change vs previous 13F not available

    22.6% of the 13F portfolio, value $10,189,057,759.

    13F-HR 0001104659-24-119000 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).