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.

Latest Trades

CompanyValueActionChangePriceLast Price
TotalEnergies SETOTB.DE$2B18M sharesAddQ1 2026 13F$369M$90.98$65.42
Intuitive Surgical, Inc.ISRG$2B3.9M sharesTrimQ1 2026 13F$367M$505.91$348.92
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$2B91.5M sharesTrimQ1 2026 13F$349M$21.16--
Vanguard Intermediate-Term Corporate Bond ETFVCIT$7B89.2M sharesAddQ1 2026 13F$348M$83.67$81.93
Visa IncV$2B7.6M sharesTrimQ1 2026 13F$331M$321.55$365.14
Unitedhealth Group IncUNH$1B5.2M sharesTrimQ1 2026 13F$330M$297.81$431.31
BHP Group Limited American Depositary Shares (EachBHP$2B23.9M sharesAddQ1 2026 13F$324M$70.67$80.13
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$2B20.1M sharesAddQ1 2026 13F$306M$93.29--
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$4B22.2M sharesAddQ1 2026 13F$293M$192.90--
Spotify Technology S.ASPOT$1B2.6M sharesTrimQ1 2026 13F$293M$501.86$489.56
Mastercard IncMA$2B4.4M sharesTrimQ1 2026 13F$284M$526.66$551.54
GSK plc American Depositary SharesGSK$2B34.5M sharesAddQ1 2026 13F$277M$56.31$50.48
Amgen IncAMGN$555M1.6M sharesAddQ1 2026 13F$259M$356.50$364.17
Broadcom IncAVGO$5B14.7M sharesTrimQ1 2026 13F$244M$329.05$396.81
Blackrock IncBLK$2B1.8M sharesTrimQ1 2026 13F$240M$1,052.09$1,063.03
Johnson Controls International plcJCI$2B17.5M sharesAddQ1 2026 13F$231M$129.17$140.13
Morgan StanleyMS$4B25.6M sharesTrimQ1 2026 13F$229M$173.13$216.42
Thermo Fisher Scientific Inc.TMO$1B2.9M sharesTrimQ1 2026 13F$216M$542.70$523.46
Deutsche Bank AGDB$846M28.4M sharesTrimQ1 2026 13F$211M$32.70$34.97
ING Group, N.V.ING$1B49.7M sharesTrimQ1 2026 13F$195M$28.13$32.41
The Goldman Sachs Group IncGS$6B6.8M sharesTrimQ1 2026 13F$176M$892.11$1,072.80
Trip.com Group Limited - American Depositary SharesTCOM$-174.8MExitQ1 2026 13F$175M$58.29$42.87
Novo Nordisk A/SNVO$332M9M sharesTrimQ1 2026 13F$166M$47.38$49.74
Bank of America CorpBAC$3B57.3M sharesTrimQ1 2026 13F$162M$51.60$61.62
CSX CorpCSX$1B27.2M sharesAddQ1 2026 13F$157M$39.19$50.23
Emerson Electric CoEMR$1B8.5M sharesAddQ1 2026 13F$157M$143.80$137.09
JPMorgan Chase & Co.JPM$5B17M sharesTrimQ1 2026 13F$155M$303.48$348.21
FRANKLIN FTSE JAPAN ETFFLJP$149M4.1M sharesAddQ1 2026 13F$148M$36.18$39.28
Banco Bilbao Vizcaya Argentaria SA (BBVA)BBVA$644M29.7M sharesTrimQ1 2026 13F$148M$22.13$25.32
Danaher CorpDHR$873M4.6M sharesTrimQ1 2026 13F$145M$212.96$205.04
Mitsubishi UFJ Financial Group, Inc.MUFG$2B95.7M sharesAddQ1 2026 13F$144M$17.80$21.56
Cummins IncCMI$2B3.5M sharesAddQ1 2026 13F$140M$565.92$638.73
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$1B21.3M sharesTrimQ1 2026 13F$140M$56.97--
Alibaba Group Holding LtdBABA$643M5.1M sharesTrimQ1 2026 13F$140M$150.32$120.46
Lumentum Holdings Inc.LITE$62M88.4k sharesTrimQ1 2026 13F$135M$549.36$837.56
PepsiCo, Inc.PEP$1B8.5M sharesAddQ1 2026 13F$131M$155.82$134.93
Jefferies Group LLCJEF$611k14.8k sharesTrimQ1 2026 13F$130M$51.90$55.96
H D F C Bank LtdHDB$304M12.2M sharesTrimQ1 2026 13F$129M$29.65$24.07
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$44M488.3k sharesTrimQ1 2026 13F$120M$90.14--
AUTODESK IncADSK$115M479.6k sharesTrimQ1 2026 13F$110M$251.35$217.68
Invesco Ltd.IVZ$35M1.5M sharesTrimQ1 2026 13F$109M$26.16$30.30
Home Depot, Inc. (The) Common StockHD$3B10.3M sharesTrimQ1 2026 13F$109M$359.46$331.45
HSBC Holdings PLCHSBC$2B18.2M sharesAddQ1 2026 13F$101M$84.69$100.12
Anheuser-Busch InBev SA/NVBUD$827M11.9M sharesAddQ1 2026 13F$98M$74.37$81.13
Schwab (Charles) CorpSCHW$2B22.2M sharesTrimQ1 2026 13F$92M$98.07$101.95
Union Pacific CorpUNP$2B6.5M sharesAddQ1 2026 13F$90M$244.86$301.27
Starbucks CorpSBUX$1B12.2M sharesAddQ1 2026 13F$84M$94.59$104.52
iShares National Muni Bond ETFMUB$1B11.6M sharesAddQ1 2026 13F$83M$106.15$106.76
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$633M42.5M sharesTrimQ1 2026 13F$83M$14.90--
Piper Sandler CompaniesPIPR$83M1.1M sharesOtherQ1 2026 13F$83M$76.76$75.56
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