ANCORA ADVISORS LLC
Q4 2025 Form 13-F

CLEVELAND, OHIO
CIK 0001446114 · CRD 124674 · SEC-registered investment adviser
Consolidated report · includes 3 managers since Q4 2016
$4.9B Reported Value Total

ANCORA ADVISORS LLC reports 307 total accounts under management (AUM). There are 291 discretionary accounts valued at $2,662,561,093, and 16 non-discretionary accounts valued at $1,952,254,478.

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
$4.9B
Quarter over quarter
+0.6%
Holdings
2,409
Top-10 concentration
27.5%

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
Q3 2025
Q1 2026
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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Q4 2025 13F filing summary

Period of report December 31, 2025
Filed February 17, 2026
Form 13F-HR
Reported value $4.9B
Positions 2,409
Change in reported value -3.0%
New positions 583
Exited positions 113
Position turnover 27.6%
Top-10 concentration 27.5%

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 · Q4 2025

# Holding Reported value % of portfolio
1 LKQ LKQ CORP COM $241.7M 4.98%
2 AVGO BROADCOM LTD SHS $151.5M 3.12%
3 AAPL APPLE INC COM $150.3M 3.1%
4 COLD AMERICOLD REALTY TRUST $148.3M 3.05%
5 VOO VANGUARD S&P 500 ETF $126.5M 2.61%
6 RBA RB GLOBAL INC $116.1M 2.39%
7 MSFT MICROSOFT CORP $114.4M 2.36%
8 ITOT ISHARES TR CORE S&P TOTAL U S $99.8M 2.06%
9 JPM JP MORGAN CHASE & CO $94.4M 1.94%
10 JPST JP MORGAN ULTRA SHORT INCOME E $91.4M 1.88%
11 ABBV ABBVIE INC $77.4M 1.6%
12 IVV ISHARES TR CORE S&P500 ETF $62.6M 1.29%
13 ETN EATON CORP PLC $61.1M 1.26%
14 JNJ JOHNSON & JOHNSON $57.3M 1.18%
15 GOOG ALPHABET INC CAP STK CL C $53.4M 1.1%
16 GD GENERAL DYNAMICS CORP $50.0M 1.03%
17 BRK-B BERKSHIRE HATHAWAY INC DEL CL $49.5M 1.02%
18 HLI HOULIHAN LOKEY INC $48.8M 1.01%
19 BAC BANK OF AMERICA CORPORATION CO $45.6M 0.94%
20 KVYO KLAVIYO INC-A $43.2M 0.89%

Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.

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