What stock does Bill Gates invest in?
Gates has a lot of his financial investments held by a family office known as Cascade Investments. He also has substantial real estate holdings and an extensive collection of collectibles.
Gates has a lot of his financial investments held by a family office known as Cascade Investments. He also has substantial real estate holdings and an extensive collection of collectibles.
| Stock | Sector | Trailing-12-month dividend yield |
|---|---|---|
| Consolidated Edison Inc. (ED) | Utilities | 3.6% |
| Kimberly-Clark Corp. (KMB) | Consumer staples | 3.9% |
| 3M Co. (MMM) | Industrials | 6.3% |
| Allstate Corp. (ALL) | Financials | 2.2% |
| Name | Ticker | Market Cap |
|---|---|---|
| Berkshire Hathaway | BRK.A, BRK.B | $790 billion |
| Costco | COST | $302 billion |
| Daily Journal Corporation | DJCO | $0.45 billion |
In Bill Gates's current portfolio as of 2023-09-30, the top 5 holdings are Microsoft Corp (MSFT), Berkshire Hathaway Inc (BRK. B), Canadian National Railway Co (CNI), Waste Management Inc (WM), Caterpillar Inc (CAT), not including call and put options.
| Company type | Private |
|---|---|
| Headquarters | Kirkland, Washington , United States |
| Key people | Bill Gates (Chairman) Michael Larson (CIO) |
| Total assets | US$70 billion (2021) |
| Owner | Bill Gates |
The Bill and Melinda Gates Foundation Trust has a whopping $39 billion invested in the stock market, and a vast majority of those funds are in just a few stocks.
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.
- Best safe stocks to buy.
- Berkshire Hathaway.
- The Walt Disney Company.
- Vanguard High-Dividend Yield ETF.
- Procter & Gamble.
- Vanguard Real Estate Index Fund.
- Starbucks.
- Apple.
| Stock Symbol | Market Price Rs | 1-year Returns (%) |
|---|---|---|
| NTPC | 177.90 | 24.38 |
| HINDUNILVR | 2,535.00 | 22.04 |
| LT | 2,169.00 | 21.23 |
| EICHERMOT | 3,000.05 | 21.08 |
What stock will boom in 2024?
On Holding (NYSE: ONON), Roblox (NYSE: RBLX), and Uber Technologies (NYSE: UBER) are showing strong business growth that could deliver significant upside in the years to come, according to these Motley Fool contributors. But here's why these stocks could take off this year.
| Stock/Ticker | New Position or Add to Existing? | Morningstar Rating (as of Feb. 13, 2024) |
|---|---|---|
| Chevron CVX | Add to Existing | 3 stars |
| Occidental Petroleum OXY | Add to Existing | 3 stars |
| Sirius XM Holdings SIRI | Add to Existing | 5 stars |
| Company | Ticker | Percent of portfolio |
|---|---|---|
| Apple | AAPL | 50.04% |
| Bank of America | BAC | 9.03% |
| American Express | AXP | 7.22% |
| Coca-Cola | KO | 7.15% |
At the time of Munger's death, his holdings in these three companies totaled $2.33 billion. While Berkshire stock accounted for most of Munger's wealth, he had a soft spot for Costco and Daily Journal. Only in March 2022 did the formally trained lawyer step down as Chairman of DJCO.
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.
Zuckerberg, who owns approximately $350 million in Meta shares, is expected to receive an additional $175 million in dividends this quarter thanks to the new policy. If Meta continues to pay quarterly dividends at the same rate, Zuckerberg could gain an additional $700 million per year.
Bill Gates, the 7th richest man worth over 100 billion alone, receives about half a million dollars annually in dividends from his investments. How does he do it? He ensures that his portfolio is diversified and invests in sectors and stocks that are always in demand.
Bill Gates
Bill co-founded Microsoft Corporation in 1975 with Paul Allen and led the company to become the worldwide leader in business and personal software and services.
Gates, whose resources are more plentiful, allocates tens of millions each year to companies that work to reduce CO2 emissions. So far, through Breakthrough Energy, he has invested in 96 startups, most of which you've probably never heard of.
The Foundation Trust holds the foundation's endowment, including the annual installments of Warren Buffett's gift, and funds the foundation.
Who owns BlackRock?
Institutional investors are the largest owners of Blackrock shares. Amongst BlackRock's major shareholders are investment and asset management companies like Vanguard Group and State Street Global Advisors, which have some of the largest stakes.
He has made his billions by founding or investing in a variety of forward-thinking tech companies. The most well-known Elon Musk companies are electric car company Tesla, space transportation and satellite company SpaceX, and, most recently, social media site Twitter, which he bought and rebranded as X.
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.
Ark Invest CEO Cathie Wood in August, said that Bitcoin has the potential to surge into the six-figure range and possibly reach $1 million by 2030.
References
- https://www.tbsnews.net/feature/wealth/ballad-bill-gates-billions-178171
- https://www.forbes.com/sites/forbeswealthteam/article/the-top-ten-richest-people-in-the-world/
- https://nationaltoday.com/birthday/bill-gates/
- https://www.brainyquote.com/lists/authors/top-10-bill-gates-quotes
- https://www.quora.com/Did-Bill-Gates-really-work-16-hours-a-day-all-the-time-when-he-was-starting-a-company
- https://ifcascade.com/
- https://medium.com/@alimroshan246/how-black-rock-controls-the-world-67d5c87423bd
- https://www.gatesfoundation.org/about/leadership/bill-gates
- https://www.globalcitizen.org/fr/content/bill-and-melinda-gates-letter-warren-buffet/
- https://en.wikipedia.org/wiki/Warren_Buffett
- https://www.businessinsider.com/bill-gates-daughter-jennifer-penthouse-paparazzi-proof-nyc-building-tribeca-2023-2
- https://www.goldenstepsaba.com/resources/does-bill-gates-have-autism
- https://en.wikipedia.org/wiki/Bill_Gates%27s_house
- https://www.quora.com/What-is-the-story-behind-Apple-firing-Bill-Gates
- https://www.cnbc.com/2017/08/10/this-is-bill-gates-resume-from-1974-when-he-was-making-15000-a-year.html
- https://www.indiatoday.in/technology/news/story/bill-gates-says-he-used-to-stay-up-all-night-to-meet-deadlines-in-his-younger-years-thought-sleeping-was-lazy-2418032-2023-08-08
- https://finance.yahoo.com/news/bill-gates-15-more-rich-180001453.html
- https://www.cnbc.com/2018/03/29/what-microsoft-billionaire-bill-gates-was-doing-at-20-years-old.html
- https://people.com/parents/all-about-bill-gates-melinda-french-gates-children/
- https://www.gatesfoundation.org/about/foundation-faq
- https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/sets-us-apart/index.html
- https://www.investopedia.com/ask/answers/032615/how-did-richard-branson-make-his-fortune.asp
- https://www.financialexpress.com/market/would-bill-gates-be-successful-if-he-didnt-drop-out-of-harvard-3060165/
- https://www.9news.com.au/world/top-10-wealthiest-women-2024/8904a5b8-d5e0-445b-bd4b-5497f8a77336
- https://www.cnbc.com/2018/03/01/bill-gates-reveals-3-times-in-his-life-that-hes-felt-successful.html
- https://stockcircle.com/portfolio/bill-gates/cost/transactions
- https://www.businessinsider.com/microsoft-founder-bill-gates-daughter-jennifer-gates-life
- https://finance.yahoo.com/news/long-took-jeff-bezos-warren-110011636.html
- https://www.nasdaq.com/articles/the-million-dollar-club:-these-famous-people-said-that-bitcoin-will-reach-$1m-in-2023
- https://www.madisontrust.com/information-center/visualizations/everything-elon-musk-owns/
- https://en.wikipedia.org/wiki/Steve_Jobs
- https://www.5paisa.com/blog/5-best-stocks-to-invest-in-2023
- https://www.forbes.com/sites/forbeswealthteam/article/bill-gates/
- https://www.thestreet.com/personalities/bill-gates-net-worth-exactly-how-much-of-his-wealth-has-he-given-away
- https://www.gatesfoundation.org/about
- https://www.cnbc.com/2023/05/13/bill-gates-commencement-speech-what-he-wishes-he-knew-in-his-20s.html
- https://www.moneycontrol.com/news/trends/top-5-youngest-billionaires-in-the-world-and-their-sources-of-income-11792601.html
- https://news.ycombinator.com/item?id=17922107
- https://www.nasdaq.com/articles/bill-gates-has-$34-billion-invested-in-just-5-stocks
- https://en.wikipedia.org/wiki/History_of_Microsoft
- https://finance.yahoo.com/news/bill-gates-11-dividend-stocks-170103643.html
- https://currentaffairs.adda247.com/richest-man-in-the-world/
- https://en.wikipedia.org/wiki/Bill_%26_Melinda_Gates_Foundation
- https://people.com/bill-gates-reflects-spending-time-kids-2023-special-moment-daughter-phoebe-8417697
- https://www.ndtv.com/people/who-is-clemente-del-vecchio-worlds-youngest-billionaire-4607046
- https://www.quora.com/How-old-was-Bill-Gates-when-he-had-a-breakthrough-with-Microsoft-Design
- https://m.economictimes.com/news/new-updates/youngest-billionaire-clemente-del-vecchio-leads-forbes-elite-list-heres-who-else-is-on-the-list/articleshow/105512131.cms
- https://www.tipranks.com/stocks/msft/ownership
- https://www.nasdaq.com/articles/3-monster-growth-stocks-that-could-explode-in-2024
- https://www.suredividend.com/get-rich-dividends/
- https://www.investopedia.com/articles/personal-finance/111214/where-does-bill-gates-keep-his-money.asp
- https://www.unbiased.com/discover/investing/vanguard-vs-blackrock
- https://finance.yahoo.com/news/bill-gates-portfolio-96-unknown-220011016.html
- https://time.com/6618350/meta-stock-shares-first-dividend-facebook-mark-zuckerberg/
- https://en.wikipedia.org/wiki/Bill_Gates
- https://www.canadadrives.ca/blog/car-guide/billionaires-drive-regular-cars
- https://www.businessinsider.com/i-tried-5-hour-rule-bill-gates-oprah-improvement-2023-12
- https://www.cnbc.com/2023/06/30/why-self-made-billionaire-austin-russell-recommends-dropping-out-of-college.html
- https://www.marca.com/en/lifestyle/celebrities/2023/03/07/64078b0c46163fa6588b45a1.html
- https://news.ycombinator.com/item?id=4865159
- https://www.marketwatch.com/story/bill-gates-will-be-2-billion-richer-as-microsofts-stock-heads-for-record-price-gain-e7754270
- https://www.gobankingrates.com/money/wealth/how-many-billionaires-are-in-the-world/
- https://www.investopedia.com/financial-edge/0211/the-first-trillionaire.aspx
- https://www.businessinsider.com/bill-melinda-gates-billionaire-family-daughter-jennifer-phoebe-son-rory-2023-2
- https://www.nasdaq.com/articles/which-was-charlie-mungers-best-bet%3A-berkshire-hathaway-or-costco
- https://www.techopedia.com/who-owns-the-most-blk-stock
- https://finance.yahoo.com/news/13-habits-helped-bill-gates-120014069.html
- https://www.techopedia.com/largest-microsoft-shareholders
- https://www.fool.com/investing/stock-market/types-of-stocks/safe-stocks/
- https://money.usnews.com/investing/articles/best-long-term-stocks-to-buy
- https://lib.tdtu.edu.vn/news-events/9-of-the-most-successful-people-share-their-reading-habits-business-insider
- https://watcher.guru/news/how-much-does-bill-gates-make-a-day
- https://www.investopedia.com/articles/markets/101215/what-bill-gatess-portfolio-looks.asp
- https://www.tker.co/p/diversification-lowers-risk-and-upside
- https://www.cnbc.com/2023/08/03/bill-gates-sleep-isnt-unnecessary-its-the-key-to-a-healthy-brain.html
- https://www.theguardian.com/business/2021/jan/31/small-business-entrepreneurs-success-parents
- https://www.scmp.com/magazines/style/celebrity/article/3123759/bill-gates-and-wife-melindas-modest-parenting-style
- https://finance.yahoo.com/news/bill-gates-investment-company-10-064056662.html
- https://www.dnaindia.com/business/report-meet-mark-zuckerberg-who-became-billionaire-at-23-now-richer-than-mukesh-ambani-ratan-tata-azim-premji-adani-3074677
- https://www.bbc.com/reel/video/p09dcbl0/the-richest-person-who-ever-lived
- https://finance.yahoo.com/news/bill-gates-could-trillionaire-today-163852659.html
- https://www.beefmagazine.com/market-news/bill-gates-is-john-deere-s-largest-shareholder
- https://www.gurufocus.com/guru/bill+gates/current-portfolio/portfolio?view=table
- https://finance.yahoo.com/news/20-most-atheist-countries-world-093611475.html
- https://www.bloomberg.com/news/articles/2023-07-03/musk-zuckerberg-lead-852-billion-wealth-surge-among-world-rich
- https://people.com/human-interest/jennifer-gates-graduation-photo-parents-bill-melinda-french-gates/
- https://www.kiplinger.com/investing/stocks/602261/warren-buffett-stocks-ranked-the-berkshire-hathaway-portfolio
- https://www.britannica.com/biography/Bill-Gates
- https://money.usnews.com/financial-advisors/articles/how-financial-advisors-work-with-billionaires
- https://www.editorji.com/amp/web-stories/business/billionaire-titans-and-their-wealth-journey-1701682253637
- https://www.cnbc.com/2023/04/04/bill-gates-jennifer-gates-51-million-dollar-nyc-penthouse-apartment.html
- https://finance.yahoo.com/news/mark-zuckerberg-made-around-9-170242251.html
- https://www.foxbusiness.com/lifestyle/bill-melinda-gates-kids-inheritance-split
- https://www.quora.com/At-his-peak-as-CEO-of-Microsoft-how-much-money-did-Bill-Gates-make-per-hour
- https://www.linkedin.com/pulse/lesser-known-story-bill-gates-you-might-know-azmy-mohamad-m-nr1ac
- https://traderlion.com/investors/bill-gates-net-worth/
- https://www.forbesindia.com/article/explainers/top-10-richest-people-world/85541/1
- https://en.wikipedia.org/wiki/BlackRock
- https://en.wikipedia.org/wiki/Cascade_Investment
- https://medium.com/@LilyMiachina/success-story-of-bill-gates-a-life-filled-with-successes-b2163bf3d7f4
- https://publer.io/blog/who-owns-facebook/
- https://www.bloomberg.com/billionaires/profiles/william-h-gates/
- https://www.fool.com/investing/how-to-invest/famous-investors/charlie-munger/
- https://www.morningstar.com/stocks/4-warren-buffett-stocks-buy-after-berkshire-hathaways-latest-13f-filing
- https://www.devere-investment.com/how-does-bill-gates-earn-half-a-billion-dollars-in-dividends-a-year/
- https://www.theguardian.com/world/2017/feb/14/bill-gates-philanthropy-warren-buffett-vaccines-infant-mortality
- https://fourweekmba.com/bill-gates-companies/
- https://www.quora.com/Bill-Gates-is-an-adopted-child-so-his-parents-identities-are-unknown-How-much-did-his-adoptive-parents-earn-per-month
- https://www.investor.gov/introduction-investing/investing-basics/investment-products/mutual-funds-and-exchange-traded-1
- https://npg.si.edu/exh/journal/gates.htm
- https://www.dnaindia.com/business/report-bill-gates-net-worth-over-rs-870000-crore-but-his-three-kids-wont-get-the-massive-fortune-here-s-why-microsoft-3026291
- https://www.indiatimes.com/worth/news/worlds-10-richest-people-first-jobs-620492.html
- https://www.gatesfoundation.org/about/how-we-work/grant-applicant-faq
- https://finance.yahoo.com/news/bezos-gates-buffet-musks-net-150248645.html
- https://www.quora.com/At-what-age-did-Bill-Gates-Mark-Zuckerberg-and-Steve-Jobs-become-millionaires
- https://www.cnbc.com/2018/12/05/bill-gates-says-meditation-his-new-favorite-habit-helps-him-focus.html
