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George Kaiser Family Foundation
The George Kaiser Family Foundation is a private philanthropic foundation headquartered in Tulsa, Oklahoma. Established in 1999 by oilman and philanthropist George Kaiser, the foundation focuses on breaking the cycle of poverty through investments in early childhood education, health, civic enhancement, and community initiatives. It operates as a grantmaking foundation, managing billions of dollars in assets and making strategic charitable investments across the Tulsa region and Oklahoma. The Foundation typically employs between 50 and 100 staff and serves nonprofit organizations and public programs in the region.
Investment Strategy
The George Kaiser Family Foundation employs an impact-oriented investment strategy, leveraging its substantial endowment to fund programs and initiatives that address systemic poverty, improve early childhood education, expand access to healthcare, and support community revitalization in the Tulsa area. In addition to direct charitable grants, the foundation invests in local businesses, educational ventures, and initiatives that align with its mission to generate sustainable social impact. Its portfolio includes a mix of equity and alternative investment holdings, as well as direct community investments. The foundation combines traditional endowment management with mission-related investments to maximize philanthropic and social returns.
Latest 13F Filing Activity
George Kaiser Family Foundation filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $694M. The fund increased holdings in SPDR S&P 500 Etf, Ishares Russell Top 200 Etf, Excelerate Energy, Inc. among other positions. George Kaiser Family Foundation reduced exposure to Bok Financial Corp., PTC Inc., Morningstar, Inc. among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BOKF | BOK FINANCIAL CORP | 47.30% | $328.2M | 3,361,707 | $66.36 | $97.63 | -$21.9M |
E EE | Excelerate Energy, Inc. | 33.19% | $230.3M | 7,854,167 | $19.92 | $29.32 | +$5.0M |
S SPY | SPDR S&P 500 ETF | 3.52% | $24.5M | 39,583 | $579.57 | $617.85 | +$10.0M |
I IWL | iShares Russell Top 200 ETF | 2.97% | $20.6M | 134,450 | $142.52 | $153.12 | +$8.1M |
A ASPN | ASPEN AEROGELS, INC. | 2.70% | $18.8M | 3,167,322 | $11.05 | $5.92 | -$1.5M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Associate | Tulsa, OK , United States | |
 | Investment Officer | Tulsa, OK , United States | |
 | Principal | TX , United States |
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