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
NVIDIA CorporationNVDA$3.2BAddQ2 2025 13F$3B$125.57$212.06
Microsoft CorpMSFT$2.6BAddQ2 2025 13F$3B$433.34$390.34
Broadcom IncAVGO$1.3BAddQ2 2025 13F$1B$216.36$396.81
The Goldman Sachs Group IncGS$1.2BAddQ2 2025 13F$1B$578.93$1,072.80
Eli Lilly and Company Common StockLLY$-1.1BTrimQ2 2025 13F$1B$777.84$1,163.08
Unitedhealth Group IncUNH$-1.1BTrimQ2 2025 13F$1B$384.44$431.31
Taiwan Semiconductor Manufacturing Co LtdTSM$1.0BAddQ2 2025 13F$1B$184.95$424.61
Salesforce, Inc. Common StockCRM$-1.0BTrimQ2 2025 13F$1B$267.36$172.68
Meta Platforms, Inc.META$5B6.4M sharesAddQ2 2025 13F$974M$617.26$627.17
Amazon.com IncAMZN$7B32.5M sharesAddQ2 2025 13F$928M$197.77$244.85
Apple IncAAPL$-849.0MTrimQ2 2025 13F$849M$202.27$325.89
SAP SESAP$817.2MAddQ2 2025 13F$817M$286.28$154.51
Spotify Technology S.ASPOT$794.0MAddQ2 2025 13F$794M$640.38$489.56
Netflix, Inc.NFLX$781.2MAddQ2 2025 13F$781M$112.75$68.53
ASML Holding NVASML$755.2MAddQ2 2025 13F$755M$716.78$1,732.94
Alphabet IncGOOGL$740.8MAddQ2 2025 13F$741M$163.55$342.09
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$25M316.4k sharesTrimQ2 2025 13F$707M$78.21--
Royal Bank of CanadaRY$704.0MAddQ2 2025 13F$704M$122.16$214.69
Morgan StanleyMS$669.1MAddQ2 2025 13F$669M$122.73$216.42
Caterpillar, Inc. Common StockCAT$618.8MAddQ2 2025 13F$619M$333.25$861.78
Citigroup IncC$524.6MAddQ2 2025 13F$525M$72.26$132.27
Oracle CorporationORCL$-517.8MTrimQ2 2025 13F$518M$161.13$125.86
Vanguard Intermediate-Term Corporate Bond ETFVCIT$515.2MAddQ2 2025 13F$515M$81.25$81.93
Sony Group CorporationSONY$478.6MAddQ2 2025 13F$479M$25.03$21.15
Johnson Controls International plcJCI$458.1MAddQ2 2025 13F$458M$91.86$140.13
Alphabet IncGOOGL$-3.9BTrimQ1 2025 13F$4B$181.36$342.09
Amazon.com IncAMZN$6B32.6M sharesTrimQ1 2025 13F$4B$217.00$244.85
Broadcom IncAVGO$-3.5BTrimQ1 2025 13F$3B$211.65$396.81
NVIDIA CorporationNVDA$-3.4BTrimQ1 2025 13F$3B$126.74$212.06
Apple IncAAPL$-3.0BTrimQ1 2025 13F$3B$231.67$325.89
Ken Fisher (Fisher Asset Management) trim Unmapped 13F securityPORTFOLIO$139M1.4M sharesTrimQ1 2025 13F$3B$102.74--
Taiwan Semiconductor Manufacturing Co LtdTSM$-2.6BTrimQ1 2025 13F$3B$194.34$424.61
Microsoft CorpMSFT$-2.4BTrimQ1 2025 13F$2B$407.71$390.34
SAP SESAP$2.2BAddQ1 2025 13F$2B$272.40$154.51
Netflix, Inc.NFLX$-2.1BTrimQ1 2025 13F$2B$95.10$68.53
Booking Holdings IncBKNG$-2.0BTrimQ1 2025 13F$2B$191.27$179.83
Salesforce, Inc. Common StockCRM$-2.0BTrimQ1 2025 13F$2B$311.03$172.68
UBS Group AGUBS$1.4BAddQ1 2025 13F$1B$33.35$51.91
BP PLCBP$1.4BAddQ1 2025 13F$1B$32.64$42.16
Lam Research CorporationLRCX$-1.3BTrimQ1 2025 13F$1B$76.27$306.76
Sony Group CorporationSONY$1.2BAddQ1 2025 13F$1B$25.36$21.15
The Procter & Gamble CoPG$-1.2BTrimQ1 2025 13F$1B$167.49$149.15
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$1B73.4M sharesAddQ1 2025 13F$1B$15.36--
Spotify Technology S.ASPOT$1.1BOtherQ1 2025 13F$1B$558.88$489.56
Unitedhealth Group IncUNH$1.0BAddQ1 2025 13F$1B$511.20$431.31
Mitsubishi UFJ Financial Group, Inc.MUFG$947.1MAddQ1 2025 13F$947M$12.88$21.56
Pfizer IncPFE$906.4MAddQ1 2025 13F$906M$26.17$25.05
Walmart IncWMT$-904.1MTrimQ1 2025 13F$904M$93.81$109.33
HSBC Holdings PLCHSBC$896.6MOtherQ1 2025 13F$897M$54.67$100.12
Ken Fisher (Fisher Asset Management) add Unmapped 13F securityPORTFOLIO$1B20.2M sharesAddQ1 2025 13F$764M$73.50--
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