Ken Fisher

Fisher Asset Management

Kenneth Lawrence Fisher, born in 1950, is a prominent American investment analyst, author, and the founder of Fisher Asset Management. He has made significant contributions to the investment advisory field, particularly through his long-running column in Forbes, which spanned from 1984 to 2017. Fisher is known for his insights into behavioral finance and has authored eleven books on investing. His influence was recognized in 2010 when he was named one of the 30 most influential people in the investment advisory business by Investment Advisor magazine. Fisher Asset Management operates as a fee-only financial adviser, emphasizing a client-centric approach to investment management. The firm is recognized for its strategic focus on diverse sectors, including technology, energy, and healthcare. Fisher's investment philosophy often integrates behavioral finance principles, seeking to capitalize on market inefficiencies and investor psychology. The latest disclosure from Fisher Asset Management, dated May 5, 2026, reveals a balanced approach with both position reductions and increases across a portfolio totaling between $9.6 billion and $5.5 billion. Notable moves include a significant trim of approximately $2.63 billion in Microsoft Corp (MSFT), reflecting a strategic adjustment within a diverse array of holdings that also feature AbbVie Inc. (ABBV), Exxon Mobil Corp (XOM), and Pfizer Inc. (PFE). The firm has made six increases and six reductions, indicating a dynamic portfolio management strategy.

History Trades

CompanyValueActionChangePriceLast Price
iShares 7-10 Year Treasury Bond ETFIEF$4.5BAddQ4 2025 13F$5B$96.76$93.78
Alphabet IncGOOGL$2.8BAddQ4 2025 13F$3B$285.73$342.09
iShares MBS ETFMBB$-2.0BTrimQ4 2025 13F$2B$95.38$93.83
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$29M1.1M sharesTrimQ4 2025 13F$2B$26.47--
Eli Lilly and Company Common StockLLY$1.6BAddQ4 2025 13F$2B$956.19$1,163.08
Ken Fisher (Fisher Asset Management) other Unmapped 13F securityPORTFOLIO$1B20.7M sharesOtherQ4 2025 13F$1B$65.40--
Unilever PLCUL$-1.3BExitQ4 2025 13F$1B$67.26$62.34
TotalEnergies SETOTB.DE$1.3BOtherQ4 2025 13F$1B--$65.42
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-1.2BExitQ4 2025 13F$1B----
Apple IncAAPL$1.1BAddQ4 2025 13F$1B$268.45$325.89
Caterpillar, Inc. Common StockCAT$934.5MAddQ4 2025 13F$934M$555.80$861.78
Freeport-McMoRan Inc.FCX$763.5MAddQ4 2025 13F$764M$43.34$58.94
Oracle CorporationORCL$-728.4MTrimQ4 2025 13F$728M$237.10$125.86
The Goldman Sachs Group IncGS$647.4MAddQ4 2025 13F$647M$815.95$1,072.80
Microsoft CorpMSFT$-631.3MTrimQ4 2025 13F$631M$501.12$390.34
Broadcom IncAVGO$630.7MAddQ4 2025 13F$631M$357.61$396.81
Home Depot, Inc. (The) Common StockHD$-610.5MTrimQ4 2025 13F$611M$363.99$331.45
Citigroup IncC$600.7MAddQ4 2025 13F$601M$103.85$132.27
Merck & Co., Inc.MRK$598.1MAddQ4 2025 13F$598M$93.87$127.52
ASML Holding NVASML$584.6MAddQ4 2025 13F$585M$1,043.15$1,732.94
Morgan StanleyMS$547.9MAddQ4 2025 13F$548M$166.80$216.42
Taiwan Semiconductor Manufacturing Co LtdTSM$534.0MAddQ4 2025 13F$534M$293.42$424.61
Netflix, Inc.NFLX$-517.3MTrimQ4 2025 13F$517M$107.81$68.53
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$2B89.8M sharesAddQ4 2025 13F$506M$25.45--
Amazon.com IncAMZN$8B33.6M sharesAddQ4 2025 13F$486M$228.79$244.85
iShares 7-10 Year Treasury Bond ETFIEF$2.9BAddQ3 2025 13F$3B$95.61$93.78
Apple IncAAPL$2.9BAddQ3 2025 13F$3B$225.91$325.89
NVIDIA CorporationNVDA$2.7BAddQ3 2025 13F$3B$174.31$212.06
Alphabet IncGOOGL$2.7BAddQ3 2025 13F$3B$209.46$342.09
Vanguard Intermediate-Term Corporate Bond ETFVCIT$-1.7BTrimQ3 2025 13F$2B$83.18$81.93
Taiwan Semiconductor Manufacturing Co LtdTSM$979.7MAddQ3 2025 13F$980M$244.54$424.61
Caterpillar, Inc. Common StockCAT$847.6MAddQ3 2025 13F$848M$426.91$861.78
ASML Holding NVASML$812.4MAddQ3 2025 13F$812M$786.07$1,732.94
Microsoft CorpMSFT$781.4MAddQ3 2025 13F$781M$510.13$390.34
Broadcom IncAVGO$749.7MAddQ3 2025 13F$750M$306.78$396.81
The Goldman Sachs Group IncGS$676.3MAddQ3 2025 13F$676M$741.01$1,072.80
Citigroup IncC$616.0MAddQ3 2025 13F$616M$94.89$132.27
Oracle CorporationORCL$600.7MAddQ3 2025 13F$601M$254.66$125.86
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$4B21.2M sharesAddQ3 2025 13F$535M$167.33--
UBS Group AGUBS$532.0MAddQ3 2025 13F$532M$38.84$51.91
Morgan StanleyMS$506.6MAddQ3 2025 13F$507M$147.66$216.42
JPMorgan Chase & Co.JPM$501.8MAddQ3 2025 13F$502M$297.41$348.21
Sony Group CorporationSONY$477.0MAddQ3 2025 13F$477M$26.89$21.15
Home Depot, Inc. (The) Common StockHD$462.8MAddQ3 2025 13F$463M$393.20$331.45
Intuit IncINTU$-458.0MTrimQ3 2025 13F$458M$720.86$289.92
SAP SESAP$-417.5MTrimQ3 2025 13F$418M$281.22$154.51
Intuitive Surgical, Inc.ISRG$-352.0MTrimQ3 2025 13F$352M$479.87$348.92
Cummins IncCMI$349.5MAddQ3 2025 13F$350M$383.39$638.73
Alibaba Group Holding LtdBABA$946M5.3M sharesAddQ3 2025 13F$349M$131.03$120.46
Suncor Energy IncSU$335.8MAddQ3 2025 13F$336M$40.11$62.81
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