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
Janus Henderson Group plcJHG$376k7.3k sharesTrimQ1 2026 13F$80M$49.51$51.95
Petróleo Brasileiro S.A. - PetrobrasPBR$245M11.8M sharesAddQ1 2026 13F$80M$16.00$18.17
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$-79.2MTrimQ1 2026 13F$79M----
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$358M22.5M sharesAddQ1 2026 13F$77M$15.91--
Illinois Tool Works IncITW$982M3.8M sharesAddQ1 2026 13F$69M$272.09$272.61
Honda Motor Co., Ltd.HMC$245M10.1M sharesTrimQ1 2026 13F$65M$27.88$28.29
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$488M6.2M sharesAddQ1 2026 13F$63M$78.66--
EOG Resources, Inc.EOG$204M1.4M sharesAddQ1 2026 13F$63M$121.36$140.80
Edison InternationalEXI$499M2.8M sharesAddQ1 2026 13F$61M$181.01$196.35
The Boeing CompanyBA$1B5.9M sharesTrimQ1 2026 13F$60M$227.72$209.63
iShares Global Consumer Staples ETFKXI$448M6.7M sharesAddQ1 2026 13F$58M$68.78$67.81
QUALCOMM IncorporatedQCOM$139M1.1M sharesTrimQ1 2026 13F$56M$145.96$177.98
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-54.6MExitQ1 2026 13F$55M----
Canadian Imperial Bank of CommerceCM$241M2.5M sharesAddQ1 2026 13F$50M$95.60$118.55
Carrier Global CorporationCARR$734M13M sharesTrimQ1 2026 13F$48M$59.20$67.07
Materion CorporationMTRN$64M442k sharesAddQ1 2026 13F$46M$145.44$242.90
Parker-Hannifin CorpPH$456M509.6k sharesTrimQ1 2026 13F$46M$946.46$964.55
Alphabet Inc.GOOG$494M1.7M sharesTrimQ1 2026 13F$46M$314.16$370.21
Coca-Cola Company (The) Common StockKO$492M6.5M sharesAddQ1 2026 13F$45M$75.60$82.45
Webster Financial CorpWBS$-45.2MExitQ1 2026 13F$45M$68.46$75.63
MYR Group Inc.MYRG$147M521.1k sharesAddQ1 2026 13F$44M$282.32$398.81
Toyota Motor CorporationTM$1B7.1M sharesTrimQ1 2026 13F$41M$225.99$176.22
Citigroup IncC$4B35.2M sharesAddQ1 2026 13F$40M$113.88$134.98
Palo Alto Networks, Inc.PANW$41M256.7k sharesAddQ1 2026 13F$40M$168.00$352.89
Powell Industries, Inc.POWL$139M256.9k sharesAddQ1 2026 13F$38M$163.44$235.79
SanofiSNY$551M11.4M sharesTrimQ1 2026 13F$37M$46.63$44.20
Booking Holdings IncBKNG$72M17.2k sharesTrimQ1 2026 13F$36M$184.02$179.83
Crown Castle International CorpCCI$453M5.6M sharesTrimQ1 2026 13F$36M$86.07$79.47
Itau Unibanco banco Holding SA American depositary Shares (ITUb)ITUB$240M28.6M sharesAddQ1 2026 13F$35M$8.62$8.35
Canadian National Railway Co (2)CNI$260M2.5M sharesAddQ1 2026 13F$35M$106.04$127.81
PACCAR IncPCAR$590M5.1M sharesAddQ1 2026 13F$34M$120.68$125.47
Netflix, Inc.NFLX$2B20.3M sharesAddQ1 2026 13F$34M$88.11$73.68
Southern Copper CorporationSCCO$397M2.3M sharesAddQ1 2026 13F$33M$187.79$176.07
Vanguard S&P 500 ETFVOO$940M1.6M sharesTrimQ1 2026 13F$33M$625.40$693.80
Equinor ASAEQNR$75M1.8M sharesAddQ1 2026 13F$33M$33.55$37.12
CG Oncology, Inc. Common stockCGON$31M465k sharesOtherQ1 2026 13F$31M$67.68$69.50
Sumitomo Mitsui Financial Group Inc Unsponsored American Depositary SharesSMFG$63M3.2M sharesAddQ1 2026 13F$31M$21.01$25.23
Urban Outfitters IncURBN$107M1.7M sharesTrimQ1 2026 13F$31M$68.65$72.95
Herc Holdings IncHRI$57M570.6k sharesTrimQ1 2026 13F$30M$142.68$148.94
ATI Inc.ATI$134M924.5k sharesAddQ1 2026 13F$30M$139.25$184.68
Ken Fisher (Fisher Asset Management) exit Unmapped 13F securityPORTFOLIO$-29.6MExitQ1 2026 13F$30M----
Lloyds Banking Group Plc American Depositary SharesLYG$772M153.5M sharesTrimQ1 2026 13F$30M$5.49$5.93
ASE Technology Holding Co., Ltd.ASX$104M4.8M sharesAddQ1 2026 13F$29M$21.68$40.36
Patterson-UTI Energy, Inc.PTEN$56M5.2M sharesAddQ1 2026 13F$29M$8.56$9.64
Ingersoll Rand IncIR$578M7.2M sharesAddQ1 2026 13F$29M$80.12$79.13
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$28.5MAddQ1 2026 13F$29M----
Hub Group, Inc.HUBG$-28.4MExitQ1 2026 13F$28M$42.26$51.41
ACUITY INC. (DE)AYI$93M333.5k sharesTrimQ1 2026 13F$28M$303.83$330.34
The Procter & Gamble CoPG$2B11M sharesAddQ1 2026 13F$28M$151.60$148.01
Applied Materials, Inc. - Common StockAMAT$144M422.1k sharesAddQ1 2026 13F$27M$336.38$525.70
Showing 101-150 of 600