Ancora Advisors LLC

Q1 2025 13F-HR Detailed Holdings

Location
Cleveland, OH
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
2,379
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ANCORA FAMILY WEALTH ADVISORS, LLC 028-17014
2 Clutterbuck Capital Management LLC
3 Ancora Alternatives LLC 028-21227