Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Bill & Melinda Gates Foundation Trust & Matrix Advisors Value Fund Portfolio Overlap

Shared 13F holdings between Bill & Melinda Gates Foundation Trust and Matrix Advisors Value Fund based on latest reported SEC filings (the quarter ended June 30, 2026).

Overlap Score

Minimal overlap

Shared Holdings

5 shared positions across both portfolios (23 holdings for Bill & Melinda Gates Foundation Trust, 106 for Matrix Advisors Value Fund).

Stock	Bill & Melinda Gates Foundation Trust value	Matrix Advisors Value Fund value	Combined value	Conviction	Est. current value	Sector
BRK-B Berkshire Hathaway Inc. New	$7.35B	$5.83M	$7.36B	11.0%	$7.41B	Financial Services
WMT Walmart Inc.	$950.31M	$361,419	$950.67M	1.4%	$967.54M	Consumer Defensive
HD Home Depot, Inc. (The)	$352.68M	$22.76M	$375.44M	1.4%	$360.73M	Consumer Cyclical
MCD McDonald's Corporation	$90.53M	$3.33M	$93.86M	0.3%	$94.74M	Consumer Cyclical
DHR Danaher Corporation	$71.05M	$320,197	$71.37M	0.1%	$75.85M	Healthcare

Largest Shared Position

Berkshire Hathaway Inc. New (BRK-B) represents the largest overlapping position between Bill & Melinda Gates Foundation Trust and Matrix Advisors Value Fund based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of BRK-B positions reported by both investment firms is approximately $7.36B, reflecting overlapping institutional exposure to Berkshire Hathaway Inc. New.

Shared Sector Exposure

Sector	Combined value	Shared holdings
Financial Services	$7.36B	BRK-B
Consumer Defensive	$950.67M	WMT
Consumer Cyclical	$469.30M	HD, MCD
Healthcare	$71.37M	DHR

Consensus Smart Money Signals

Shared holdings between Bill & Melinda Gates Foundation Trust and Matrix Advisors Value Fund may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: BRK-B ($7.36B combined).
Highest average portfolio weight in overlap: BRK-B (11.0% conviction score).
Largest estimated mark-to-market gain since filing: BRK-B ($53.51M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Bill & Melinda Gates Foundation Trust and Matrix Advisors Value Fund was unchanged between Q1 2001 and Q2 2001, with 5 shared holdings in the latest period ($8.85B combined reported value) versus 5 in the prior period ($10.26B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap