Ancora Advisors LLC

Q1 2025 13F-HR Holdings

Location
Cleveland, OH
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
1,849
Total value ($000)
$4,481,465
Net value change ($000)
-1,075 (-0.0%)
New positions
121
Sold out positions
148
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LKQ 130,240 126.7%
X 95,283 582.5%
VEEV 29,530 171.4%
RBA 22,879 28.1%
JAAA 13,817 126.3%
ARCB 13,447 1354.2%
ABBV 9,773 15.7%
DIS 8,826 148.7%
BRK-B 7,627 16.7%
ROCK 7,535 203.2%
Top Reduces (Value $000, Stocks/ETFs)
BERRY GLOBAL GROUP, INC. -59,283 -50.4%
AVGO -52,093 -36.9%
AMZN -36,594 -53.4%
HLIT -34,899 -99.7%
META -28,529 -72.7%
VOO -24,278 -17.6%
GPRE -20,079 -48.8%
AAPL -19,774 -13.6%
ETN -11,839 -18.2%
MSFT -10,142 -9.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type