13F Filings/Ancora Advisors, LLC

Ancora Advisors, LLC

Hedge FundCIK0001446114LocationCLEVELAND, OH 44124, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed14 Aug 2026
Firm profile · Form ADV
SEC adviser registration
CRD
124674 · 801-61770
Portfolio Turnover
13%
Of book traded, QoQ
Positions
2,510
Long U.S. equities
Top 10 Concentration
22%
Of reported value
QoQ Change
$489.9M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$4.6B
Form ADV, as of Mar 2026
● 58% discretionary ($2.7B)
● 42% non-discretionary ($2.0B)
By client type
Corporations: $2.4B (51.4%) · 52 clients
Corporations
$2.4B · 51%
Investment companies: $659M (14.3%) · 13 clients
Investment companies
$659M · 14%
High-net-worth individuals: $401M (8.7%) · 148 clients
High-net-worth individuals
$401M · 9%
Pooled investment vehicles: $330M (7.2%) · 4 clientsCharitable organizations: $319M (6.9%) · 37 clientsState/municipal govt entities: $318M (6.9%) · 23 clients
State/municipal govt entities
$318M · 7%
Pension & profit-sharing plans: $157M (3.4%) · 27 clientsInsurance companies: $59M (1.3%) · 3 clients
13F AUM over time
$5.2B
Q2 ’26 · 13F AUM
▲ 790%
53 quarters
Showing the last 5 years of filings. Want this fund’s full history back to inception?
Reported Holdings
Q2 2026 · upgrade to Pro for past quarters
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★ Position spotlightLKQLKQ CORP · 3.5% of bookThis highlighted stock and its 1Y chart are public
Loading position history…
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
LKQ CORP
LKQ· Consumer Discretionary
6.86MSH$180.5M~$26.33$25.77▼2.1%3.5%▲ 1370903.2%Added
AMERICOLD REALTY TRUST
10.41MSH$163.6M~$15.72——3.2%▲ 40985.4%Added
ASHLAND INC
ASH· Materials
1.95MSH$128.2M~$65.89$72.66▲10.3%2.5%▲ 648270.7%Added
VANGUARD INDEX FDS
VOO
165KSH$113.1M~$686.81$703.71▲2.5%2.2%▲ 34.5%Added
APPLE INC
AAPL· Information Technology
388KSH$112.2M~$289.36$309.35▲6.9%2.2%▲ 175.2%Added
BROADCOM LTD SHS
251KSH$94.7M~$377.75——1.8%▲ 58.8%Added
JP MORGAN ULTRA SHORT INCOME E
1.72MSH$87.1M~$50.57——1.7%▲ 3123.6%Added
RB GLOBAL INC
738KSH$86.0M~$116.45——1.7%▲ 1694.9%Added
ISHARES TR
ITOT
500KSH$82.1M~$164.27$167.97▲2.3%1.6%▲ 74.2%Added
FULLER H B CO
FUL· Materials
1.26MSH$73.3M~$58.29$58.70▲0.7%1.4%NewNew
LKQLKQ CORPAdded
$180.5M· 3.5%· 6.86M SH· ▲ 1370903.2%· cost $26.33· last $25.77· ▼2.1%
Consumer Discretionary · COM · SOLE
AMERICOLD REALTY TRUSTAdded
$163.6M· 3.2%· 10.41M SH· ▲ 40985.4%· cost $15.72
COM · SOLE
ASHASHLAND INCAdded
$128.2M· 2.5%· 1.95M SH· ▲ 648270.7%· cost $65.89· last $72.66· ▲10.3%
Materials · COM · SOLE
VOOVANGUARD INDEX FDSAdded
$113.1M· 2.2%· 165K SH· ▲ 34.5%· cost $686.81· last $703.71· ▲2.5%
INDX FD · SOLE
AAPLAPPLE INCAdded
$112.2M· 2.2%· 388K SH· ▲ 175.2%· cost $289.36· last $309.35· ▲6.9%
Information Technology · COM · SOLE
BROADCOM LTD SHSAdded
$94.7M· 1.8%· 251K SH· ▲ 58.8%· cost $377.75
COM · SOLE
JP MORGAN ULTRA SHORT INCOME EAdded
$87.1M· 1.7%· 1.72M SH· ▲ 3123.6%· cost $50.57
INDX FD · SOLE
RB GLOBAL INCAdded
$86.0M· 1.7%· 738K SH· ▲ 1694.9%· cost $116.45
COM · SOLE
ITOTISHARES TRAdded
$82.1M· 1.6%· 500K SH· ▲ 74.2%· cost $164.27· last $167.97· ▲2.3%
INDX FD · SOLE
FULFULLER H B CONew
$73.3M· 1.4%· 1.26M SH· New· cost $58.29· last $58.70· ▲0.7%
Materials · COM · SOLE
1–10 of 2,510
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Sector Breakdown
Q2 2026
Unclassified57.7% · $3.0B
Consumer Discretionary7.3% · $377.2M
Information Technology7.1% · $366.4M
Industrials6.3% · $325.1M
Materials5.1% · $266.9M
Financials5.1% · $266.0M
Health Care2.9% · $152.8M
Other8.5% · $440.1M
← All 13F filings