Fisher Asset Management’s third-quarter 2026 13F filing, submitted Nov. 6, shows the firm held $294.9 billion across broadly diversified U.S. equity positions, according to 13finsight.com. The disclosure, which covers long stock positions with up to a 45-day lag, captures the portfolio run by billionaire Ken Fisher, who founded the firm in 1979 and grew it into one of the world’s largest independent registered investment advisers.
Seeking Alpha reported that analysts tracking these filings focus on exploiting market inefficiency, volatility and momentum, with one contributor disclosing beneficial long positions in Nvidia, Alphabet, Amazon and Meta. The outlet noted that 13F reports reveal only long U.S. equity stakes, leaving short positions and other assets undisclosed.
Fisher’s Macro-Driven Approach Shapes the Book
Kenneth Fisher, the founder and executive chairman of Fisher Investments, built his reputation on a top-down, macro-focused strategy that analyzes sentiment, economic fundamentals and government policy to allocate assets, 13radar.com reported. Though Fisher advocates “Growth at a Reasonable Price,” his firm challenges consensus views, often taking positions contrary to popular opinion on the belief that the market has already priced in the prevailing narrative. The billionaire has also served as a long-time Forbes columnist and authored several books on market behavior.
What the November Filing Reveals
The Nov. 6, 2026, filing reflects broadly diversified client portfolios rather than a single fund’s concentrated bets, 13finsight.com noted. The $294.9 billion figure marks the total value of disclosed long U.S. equity holdings for the quarter. Because 13F filings carry up to a 45-day reporting lag, the positions reflect the portfolio as of the end of the third quarter, not the filing date.
13F Filings Reveal Long U.S. Equity Holdings
What exactly does a 13F filing show?
A 13F discloses only long U.S. equity positions held by institutional investment managers, with data lagging the quarter’s end by up to 45 days, according to 13finsight.com. It does not reveal short sales, cash holdings or non-U.S. assets.
Who is Ken Fisher?
Kenneth Fisher founded Fisher Investments in 1979 and serves as its founder and co-chief investment officer, 13finsight.com reported. He is a Forbes columnist and the author of multiple investing books, known for a contrarian, macro-driven approach to asset allocation.
When was the Q3 2026 portfolio filed?
Fisher Asset Management filed its Q3 2026 13F-HR with the SEC on Nov. 6, 2026, according to 13finsight.com’s review of the firm’s regulatory disclosures.
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