Ancora Advisors LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,854,435
- Description
- Cleveland Ohio based planning integrated investment advisor with a limited liability advisory organization and a governance centered and selective investment mandate. The approach emphasizes fundamental research depth, active stewardship and governance oversight, and asset liability coordination for fiduciary household mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through scenario based allocation review and governance clarity.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 2,549 | 4,854,435 | 13F-HR | Ancora Advisors LLC |
| Q3 2025 | 11/14/2025 | 2,059 | 5,006,498 | 13F-HR | Ancora Advisors LLC |
| Q2 2025 | 8/14/2025 | 2,051 | 4,821,308 | 13F-HR | Ancora Advisors LLC |
| Q1 2025 | 5/15/2025 | 1,849 | 4,481,465 | 13F-HR | Ancora Advisors LLC |
| Q4 2024 | 2/14/2025 | 1,885 | 4,482,540 | 13F-HR | Ancora Advisors LLC |
| Q3 2024 | 11/14/2024 | 1,849 | 4,392,295 | 13F-HR | Ancora Advisors LLC |
| Q2 2024 | 8/14/2024 | 1,905 | 4,036,747 | 13F-HR | Ancora Advisors LLC |
| Q1 2024 | 5/16/2024 | 1,868 | 4,401,037 | 13F-HR | Ancora Advisors LLC |
| Q4 2023 | 2/14/2024 | 1,807 | 4,257,824 | 13F-HR | Ancora Advisors LLC |
| Q3 2023 | 11/14/2023 | 1,821 | 3,767,619 | 13F-HR | Ancora Advisors, LLC |
| Q2 2023 | 8/14/2023 | 1,847 | 3,801,728 | 13F-HR | Ancora Advisors, LLC |
| Q1 2023 | 5/16/2023 | 1,997 | 3,526,080 | 13F-HR | Ancora Advisors, LLC |
| Q4 2022 | 2/14/2023 | 2,147 | 3,471,703 | 13F-HR | Ancora Advisors, LLC |
| Q3 2022 | 11/14/2022 | 2,376 | 3,235,517 | 13F-HR | Ancora Advisors, LLC |
| Q2 2022 | 8/15/2022 | 2,518 | 3,550,511 | 13F-HR | Ancora Advisors, LLC |
| Q1 2022 | 5/16/2022 | 2,572 | 4,119,630 | 13F-HR/A - RESTATEMENT | Ancora Advisors, LLC |
| Q1 2022 | 5/13/2022 | 1,830 | 3,631,728 | 13F-HR | Ancora Advisors, LLC |
| Q4 2021 | 2/14/2022 | 2,472 | 4,218,629 | 13F-HR | Ancora Advisors, LLC |
| Q3 2021 | 11/15/2021 | 2,303 | 3,870,648 | 13F-HR | Ancora Advisors, LLC |
| Q2 2021 | 11/12/2021 | 2,028 | 3,828,419 | 13F-HR/A - RESTATEMENT | Ancora Advisors, LLC |
| Q2 2021 | 8/13/2021 | 2,028 | 3,828,419 | 13F-HR | Ancora Advisors, LLC |
| Q1 2021 | 11/12/2021 | 1,829 | 3,621,332 | 13F-HR/A - RESTATEMENT | Ancora Advisors, LLC |
| Q1 2021 | 5/14/2021 | 1,829 | 3,621,332 | 13F-HR | Ancora Advisors, LLC |
| Q4 2020 | 11/12/2021 | 1,556 | 3,103,845 | 13F-HR/A - RESTATEMENT | Ancora Advisors, LLC |
| Q4 2020 | 2/12/2021 | 1,556 | 3,103,845 | 13F-HR | Ancora Advisors, LLC |
| Q3 2020 | 11/12/2021 | 1,467 | 2,518,193 | 13F-HR/A - RESTATEMENT | Ancora Advisors, LLC |
| Q3 2020 | 11/13/2020 | 1,467 | 2,518,193 | 13F-HR | Ancora Advisors, LLC |
| Q2 2020 | 11/12/2021 | 1,413 | 2,389,391 | 13F-HR/A - RESTATEMENT | Ancora Advisors, LLC |
| Q2 2020 | 8/14/2020 | 1,413 | 2,389,391 | 13F-HR | Ancora Advisors, LLC |
| Q1 2020 | 11/12/2021 | 1,500 | 2,162,151 | 13F-HR/A - RESTATEMENT | Ancora Advisors, LLC |
| Q1 2020 | 5/14/2020 | 1,500 | 2,162,151 | 13F-HR | Ancora Advisors, LLC |
| Q4 2019 | 2/14/2020 | 1,447 | 2,687,479 | 13F-HR | Ancora Advisors, LLC |
| Q2 2014 | 7/31/2014 | 480 | 771,821 | 13F-HR | Ancora Advisors, LLC |
| Q1 2014 | 5/13/2014 | 451 | 707,528 | 13F-HR | Ancora Advisors, LLC |
| Q4 2013 | 2/7/2014 | 423 | 662,508 | 13F-HR | Ancora Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10.02 K
(0.2% of total reported value)
· QoQ Δ:
-5.865 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.844 M | 100.0% | 0 | 146.2 K | -146.2 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
4,854,435
Holdings
2549
QoQ value change ($000)
-152,063
(-3.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.