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 filingQ1 2026Quarter ended31 Mar 2026Filed15 May 2026
Firm profile · Form ADV
SEC adviser registration
CRD
124674 · 801-61770
Portfolio Turnover
9%
Of book traded, QoQ
Positions
2,923
Long U.S. equities
Top 10 Concentration
21%
Of reported value
QoQ Change
$-153.6M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$4.3B
Form ADV, as of Dec 2024
● 45% discretionary ($2.0B)
● 55% non-discretionary ($2.4B)
By client type
Corporations: $2.6B (60.3%) · 59 clients
Corporations
$2.6B · 60%
Investment companies: $422M (9.7%) · 13 clients
Investment companies
$422M · 10%
High-net-worth individuals: $324M (7.5%) · 153 clients
High-net-worth individuals
$324M · 7%
State/municipal govt entities: $270M (6.2%) · 22 clients
State/municipal govt entities
$270M · 6%
Pooled investment vehicles: $252M (5.8%) · 4 clients
Pooled investment vehicles
$252M · 6%
Charitable organizations: $216M (5.0%) · 35 clients
Charitable organizations
$216M · 5%
Pension & profit-sharing plans: $188M (4.3%) · 33 clients
Pension & profit-sharing plans
$188M · 4%
Insurance companies: $53M (1.2%) · 5 clients
13F AUM over time
$4.7B
Q1 ’26 · 13F AUM
▲ 706%
52 quarters
Showing the last 5 years of filings. Want this fund’s full history back to inception?
Sector Breakdown
Latest filing
Unclassified56.0% · $2.6B
Consumer Discretionary9.0% · $424.9M
Industrials7.5% · $352.7M
Information Technology6.6% · $310.0M
Financials5.5% · $258.0M
Communication Services3.7% · $174.3M
Health Care3.3% · $156.0M
Other8.4% · $392.8M
Reported Holdings
Q1 2026 · sign up free for past quarters
↗
★ Position spotlightLKQLKQ CORP COM · 5.0% of book
🔒
See how this position changed across every quarter
Multi-quarter 13F position history — shares held, buys & sells, and price over time — is a Pro feature. The latest snapshot below stays free.
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
LKQ CORP COM
LKQ· Consumer Discretionary
7.97MSH$234.2M~$29.37$27.03▼8.0%5.0%▲ 1594534.0%Added
AMERICOLD REALTY TRUST
11.59MSH$132.9M~$11.46——2.8%▲ 116355.8%Added
RB GLOBAL INC
1.18MSH$113.5M~$95.85——2.4%▲ 2777.9%Added
APPLE INC COM
AAPL· Information Technology
392KSH$99.6M~$253.79$283.78▲11.8%2.1%▲ 150.1%Added
JP MORGAN ULTRA SHORT INCOME E
1.74MSH$87.9M~$50.61——1.9%▲ 3274.1%Added
BROADCOM LTD SHS
256KSH$79.2M~$309.51——1.7%▲ 48.2%Added
VANGUARD S&P 500 ETF
VOO
122KSH$73.2M~$597.55$670.26▲12.2%1.6%▲ 0.0%Added
ISHARES TR CORE S&P TOTAL U S
ITOT
418KSH$59.5M~$142.43$160.83▲12.9%1.3%▲ 44.9%Added
MICROSOFT CORP
MSFT· Information Technology
153KSH$56.6M~$370.17$372.97▲0.8%1.2%▲ 68.9%Added
ISHARES TR CORE S&P500 ETF
IVV
78KSH$51.0M~$653.21$730.17▲11.8%1.1%▲ 568.4%Added
BROADCOM LTD SHS
158KSH$48.9M~$309.51——1.0%▼ 8.5%Reduced
WARNER BROS DISCOVERY INC
WBD· Communication Services
1.76MSH$48.4M~$27.46$26.74▼2.6%1.0%▲ 37505.6%Added
VANGUARD S&P 500 ETF
VOO
79KSH$47.4M~$597.55$670.26▲12.2%1.0%▼ 35.2%Reduced
GREEN PLAINS INC COM
GPRE· Energy
2.72MSH$44.7M~$16.45$15.09▼8.3%1.0%▲ 90418.1%Added
JANUS HENDERSON AAA CLO ETF
884KSH$44.5M~$50.37——0.9%▲ 13711.9%Added
JP MORGAN CHASE & CO
148KSH$43.5M~$294.16——0.9%▲ 2.2%Added
BERKSHIRE HATHAWAY INC DEL CL
BRK/B· Financials
88KSH$42.1M~$479.20$498.66▲4.1%0.9%▲ 848.6%Added
ALPHABET INC CAP STK CL C
GOOG· Communication Services
144KSH$41.2M~$286.86$334.69▲16.7%0.9%▲ 595.6%Added
ISHARES TR CORE S&P TOTAL U S
ITOT
287KSH$40.9M~$142.43$160.83▲12.9%0.9%▼ 0.5%Reduced
JP MORGAN CHASE & CO
133KSH$39.0M~$294.16——0.8%▼ 8.3%Reduced
LKQLKQ CORP COMAdded
$234.2M· 5.0%· 7.97M SH· ▲ 1594534.0%· cost $29.37· last $27.03· ▼8.0%
Consumer Discretionary · COM · SOLE
AMERICOLD REALTY TRUSTAdded
$132.9M· 2.8%· 11.59M SH· ▲ 116355.8%· cost $11.46
COM · SOLE
RB GLOBAL INCAdded
$113.5M· 2.4%· 1.18M SH· ▲ 2777.9%· cost $95.85
COM · SOLE
AAPLAPPLE INC COMAdded
$99.6M· 2.1%· 392K SH· ▲ 150.1%· cost $253.79· last $283.78· ▲11.8%
Information Technology · COM · SOLE
JP MORGAN ULTRA SHORT INCOME EAdded
$87.9M· 1.9%· 1.74M SH· ▲ 3274.1%· cost $50.61
INDX FD · SOLE
BROADCOM LTD SHSAdded
$79.2M· 1.7%· 256K SH· ▲ 48.2%· cost $309.51
COM · SOLE
VOOVANGUARD S&P 500 ETFAdded
$73.2M· 1.6%· 122K SH· ▲ 0.0%· cost $597.55· last $670.26· ▲12.2%
INDX FD · SOLE
ITOTISHARES TR CORE S&P TOTAL U SAdded
$59.5M· 1.3%· 418K SH· ▲ 44.9%· cost $142.43· last $160.83· ▲12.9%
INDX FD · SOLE
MSFTMICROSOFT CORPAdded
$56.6M· 1.2%· 153K SH· ▲ 68.9%· cost $370.17· last $372.97· ▲0.8%
Information Technology · COM · SOLE
IVVISHARES TR CORE S&P500 ETFAdded
$51.0M· 1.1%· 78K SH· ▲ 568.4%· cost $653.21· last $730.17· ▲11.8%
INDX FD · SOLE
BROADCOM LTD SHSReduced
$48.9M· 1.0%· 158K SH· ▼ 8.5%· cost $309.51
COM · SOLE
WBDWARNER BROS DISCOVERY INCAdded
$48.4M· 1.0%· 1.76M SH· ▲ 37505.6%· cost $27.46· last $26.74· ▼2.6%
Communication Services · COM · SOLE
VOOVANGUARD S&P 500 ETFReduced
$47.4M· 1.0%· 79K SH· ▼ 35.2%· cost $597.55· last $670.26· ▲12.2%
INDX FD · SOLE
GPREGREEN PLAINS INC COMAdded
$44.7M· 1.0%· 2.72M SH· ▲ 90418.1%· cost $16.45· last $15.09· ▼8.3%
Energy · COM · SOLE
JANUS HENDERSON AAA CLO ETFAdded
$44.5M· 0.9%· 884K SH· ▲ 13711.9%· cost $50.37
INDX FD · SOLE
JP MORGAN CHASE & COAdded
$43.5M· 0.9%· 148K SH· ▲ 2.2%· cost $294.16
COM · SOLE
BRK/BBERKSHIRE HATHAWAY INC DEL CLAdded
$42.1M· 0.9%· 88K SH· ▲ 848.6%· cost $479.20· last $498.66· ▲4.1%
Financials · COM · SOLE
GOOGALPHABET INC CAP STK CL CAdded
$41.2M· 0.9%· 144K SH· ▲ 595.6%· cost $286.86· last $334.69· ▲16.7%
Communication Services · COM · SOLE
ITOTISHARES TR CORE S&P TOTAL U SReduced
$40.9M· 0.9%· 287K SH· ▼ 0.5%· cost $142.43· last $160.83· ▲12.9%
INDX FD · SOLE
JP MORGAN CHASE & COReduced
$39.0M· 0.8%· 133K SH· ▼ 8.3%· cost $294.16
COM · SOLE
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