ANCORA ADVISORS LLC
Q2 2025 Form 13-F

CLEVELAND, OHIO
CIK 0001446114 · CRD 124674 · SEC-registered investment adviser
Consolidated report · includes 3 managers since Q4 2016
$4.8B Reported Value Total

ANCORA ADVISORS LLC reports 313 total accounts under management (AUM). There are 299 discretionary accounts valued at $2,543,608,640, and 14 non-discretionary accounts valued at $1,935,338,856.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Firm Brochure (Part 2A)
Private funds (Form ADV)
20 funds · $691.2M gross asset value
Hedge Fund: $691.2M · Real Estate Fund: $0
Source: Form ADV filed 2026-03-31
Reported value
$4.8B
Quarter over quarter
+5.4%
Holdings
1,942
Top-10 concentration
27.9%

Filing Structure

Reports holdings for

Key People

Form ADV owners & control persons
Matthew Martin D'Anniballe
CHIEF FINANCIAL OFFICER
Frederick David Disanto
CHIEF EXECUTIVE OFFICER, CHAIRMAN
Jason P Geers
CHIEF COMPLIANCE OFFICER
Q1 2025
Q3 2025
Go to latest

Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.

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Q2 2025 13F filing summary

Period of report June 30, 2025
Filed August 14, 2025
Form 13F-HR
Reported value $4.8B
Positions 1,942
Change in reported value +7.6%
New positions 316
Exited positions 136
Position turnover 21.8%
Top-10 concentration 27.9%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 14, 2026
 1,947 $5.2B
Q1 2026 13F
Filed May 15, 2026
 2,363 $4.7B
Q4 2025 13F
Filed Feb 17, 2026
 2,409 $4.9B
Q3 2025 13F
Filed Nov 14, 2025
 1,939 $5.0B
Q2 2025 13F
Filed Aug 14, 2025
 1,942 $4.8B
Q1 2025 13F
Filed May 15, 2025
 1,767 $4.5B
Q4 2024 13F
Filed Feb 14, 2025
 1,812 $4.5B
Q3 2024 13F
Filed Nov 14, 2024
 1,780 $4.4B
Q2 2024 13F
Filed Aug 14, 2024
 1,830 $4.0B
Q1 2024 13F
Filed May 16, 2024
 1,761 $4.4B
Q4 2023 13F
Filed Feb 14, 2024
 1,703 $4.3B
Q3 2023 13F
Filed Nov 14, 2023
 1,728 $3.8B
Q2 2023 13F
Filed Aug 14, 2023
 1,751 $3.8B
Q1 2023 13F
Filed May 16, 2023
 1,908 $3.5B
Q4 2022 13F
Filed Feb 14, 2023
 1,605 $3.5B
Q3 2022 13F
Filed Nov 14, 2022
 1,823 $3.2B
Q2 2022 13F
Filed Aug 15, 2022
 1,989 $3.6B
Q1 2022 13F
Filed May 13, 2022
 2,597 $3.6B
Q4 2021 13F
Filed Feb 14, 2022
 2,242 $4.2B
Q3 2021 13F
Filed Nov 15, 2021
 2,082 $3.9B

33 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2025

# Holding Reported value % of portfolio
1 NSC NORFOLK SOUTHN CORP $292.9M 6.07%
2 LKQ LKQ CORP $204.2M 4.23%
3 AVGO BROADCOM LTD SHS $134.2M 2.78%
4 VOO VANGUARD INDEX FDS $124.3M 2.58%
5 MSFT MICROSOFT CORP $121.8M 2.53%
6 AAPL APPLE INC $115.0M 2.39%
7 RBA RB GLOBAL INC $90.3M 1.87%
8 ITOT ISHARES TR $89.2M 1.85%
9 JPM JP MORGAN CHASE & CO $88.6M 1.84%
10 JPST JP MORGAN ULTRA SHORT INCOME E $82.9M 1.72%
11 ETN EATON CORP PLC $70.6M 1.46%
12 CSX CSX CORP $66.0M 1.37%
13 AMZN AMAZON COM INC $65.5M 1.36%
14 ABBV ABBVIE INC $64.2M 1.33%
15 SEE SEALED AIR CORP NEW COM $58.9M 1.22%
16 IVV ISHARES TR $54.7M 1.14%
17 HLI HOULIHAN LOKEY INC $50.6M 1.05%
18 VEEV VEEVA SYS INC $50.2M 1.04%
19 HON HONEYWELL INTL INC $50.1M 1.04%
20 BRK-B BERKSHIRE HATHAWAY INC DEL $47.3M 0.98%

Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.

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