Ancora Advisors, LLC
Ancora Advisors, LLC is an SEC-registered investment adviser based in Cleveland, Ohio, and was founded in 2003. It is part of the broader Ancora Holdings Group, which began as a boutique family wealth and investment management firm and has grown to provide wealth management, asset management, retirement plans, and advisory services primarily for high-net-worth individuals, institutions, corporate retirement plans, foundations, and families. The firm is known for activist investing, especially in the industrial and transportation sectors, and employs over 100 professionals.
Investment Strategy
Ancora Advisors, LLC specializes in customized portfolio management, with a focus on serving individuals (including high-net-worth), families, institutions, and retirement plans. The firm is particularly known for value-oriented and activist investment strategies, targeting underperforming or undervalued public companies mainly in industrial, transportation, and materials sectors. Ancora uses proprietary research and may seek to enhance shareholder value through board nominations and corporate engagement. Its approach includes a mix of fundamental analysis, strong corporate governance evaluation, and long-term value creation. Ancora’s asset management platform also includes alternative investment strategies and responsible investing principles.
Latest 13F Filing Activity
Ancora Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,794 equity positions with a total 13F market value of $5B. The fund increased holdings in CSX Corp., Norfolk Southn Corp., Sealed Air Corp. New Com among other positions. Ancora Advisors, LLC reduced exposure to United States STL Corp. New, Berry Plastics Group, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (1,794)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NSC | NORFOLK SOUTHN CORP | 6.07% | $292.9M | 1,144,140 | $239.03 | $255.97 | +$64.7M |
L LKQ | LKQ CORP | 4.23% | $204.2M | 5,516,535 | $40.05 | $37.01 | -$28.8M |
A AVGO | BROADCOM LTD SHS | 2.78% | $134.2M | 486,962 | $33.47 | $275.65 | +$45.2M |
V VOO | VANGUARD INDEX FDS | 2.58% | $124.3M | 218,751 | $265.85 | $568.03 | +$10.9M |
M MSFT | MICROSOFT CORP | 2.53% | $121.8M | 244,810 | $96.71 | $497.41 | +$29.9M |