Ancora Advisors LLC

Q2 2025 13F-HR Detailed Holdings

Location
Cleveland, OH
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
2,583
Total value ($000)
$4,821,308
Net value change ($000)
+339,843 (7.6%)
New positions
313
Sold out positions
110
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/15/2025 Next filing: 11/14/2025 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 Q1 2025
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)
CSX 64,751 5272.9%
NSC 64,661 28.3%
SEE 58,910 NEW
AVGO 45,220 50.8%
AMCR 40,533 405330.0%
META 34,863 324.6%
AMZN 33,529 105.0%
FWRD 33,351 NEW
MSFT 29,886 32.5%
PBI 18,220 NEW
Top Reduces (Value $000, Stocks/ETFs)
X -111,641 -100.0%
BERRY GLOBAL GROUP, INC. -58,300 -100.0%
UNH -50,460 -84.2%
LKQ -28,844 -12.4%
FWRD -24,719 -100.0%
ARCB -14,440 -100.0%
RBA -14,028 -13.4%
AAPL -11,134 -8.8%
NOMD -10,103 -70.1%
ABBV -7,902 -11.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 23,456 (0.5% of total reported value)
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 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