Angel Oak Mortgage REIT, Inc.
AOMR- Exchange
- NYSE
- Industry
- Real Estate
- SEC CIK
- 0001766478
In the last 90 days, Angel Oak Mortgage REIT, Inc. insiders filed 2 open-market purchases and 1 sale; 81 institutions reported holding it in 13F filings for Q2 2026, worth $150.4M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 83
- +5 vs. Q1 2025
- Shares held
- 16.7M
- −696.4K (−4.0%) vs. Q1 2025
- Total value
- $157.2M
- −$8.25M (−5.0%) vs. Q1 2025
- New holders
- 14
- 28 more added
- Sold out
- 9
- 28 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AOMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $150.4M |
| Q1 2026 | 84 | $142.7M |
| Q4 2025 | 80 | $156.6M |
| Q3 2025 | 80 | $165.4M |
| Q2 2025 | 83 | $157.2M |
| Q1 2025 | 79 | $165.7M |
| Q4 2024 | 73 | $159.9M |
| Q3 2024 | 75 | $183.4M |
| Q2 2024 | 58 | $263.5M |
| Q1 2024 | 50 | $215.3M |
| Q4 2023 | 50 | $212.0M |
| Q3 2023 | 43 | $167.4M |
| Q2 2023 | 46 | $162.6M |
| Q1 2023 | 46 | $205.3M |
| Q4 2022 | 47 | $102.6M |
| Q3 2022 | 45 | $253.8M |
| Q2 2022 | 44 | $273.1M |
| Q1 2022 | 43 | $331.8M |
| Q4 2021 | 39 | $301.1M |
| Q3 2021 | 34 | $295.2M |
| Q2 2021 | 26 | $287.9M |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3 | $28 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $57 | 0.00% | +6 | New |
| EverSource Wealth Advisors, LLC | 8 | $75 | 0.00% | −118−93.7% | Reduced |
| True Wealth Design, LLC | 9 | $85 | 0.00% | −5−35.7% | Reduced |
| IFP Advisors, Inc | 6 | $207 | 0.00% | +6 | New |
| Allworth Financial LP | 27 | $255 | 0.00% | +27 | New |
| GAMMA Investing LLC | 34 | $320 | 0.00% | +34 | New |
| Rothschild Investment LLC | 75 | $707 | 0.00% | −25−25.0% | Reduced |
| Bessemer Group Inc | 130 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 55 | $1.00K | 0.00% | +2+3.8% | Added |
| Sterling Capital Management LLC | 219 | $2.06K | 0.00% | +74+51.0% | Added |
| Covestor Ltd | 322 | $3.00K | 0.00% | −27−7.7% | Reduced |
| Creative Capital Management Investments LLC | 397 | $3.74K | 0.00% | +397 | New |
| Amalgamated Bank | 418 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 557 | $5.25K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 624 | $6.00K | 0.00% | +427+216.8% | Added |
| California State Teachers Retirement System | 861 | $8.11K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 948 | $8.93K | 0.00% | +461+94.7% | Added |
| Legal & General Group Plc | 1,142 | $10.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,945 | $18.3K | 0.00% | +1,945 | New |
| Tower Research Capital LLC (TRC) | 2,369 | $22.3K | 0.00% | +1,288+119.1% | Added |
| Royal Bank of Canada | 2,391 | $23.0K | 0.00% | −3,321−58.1% | Reduced |
| Islay Capital Management, LLC | 2,500 | $23.6K | 0.02% | +2,500 | New |
| STRS Ohio | 2,600 | $24.5K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,099 | $29.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,739 | $35.2K | 0.00% | −1,363−26.7% | Reduced |
| BNP Paribas Arbitrage, SA | 3,929 | $37.0K | 0.00% | +3,042+343.0% | Added |
| Advisor Group Holdings, Inc. | 4,707 | $44.3K | 0.00% | +500+11.9% | Added |
| Citigroup Inc | 5,242 | $49.4K | 0.00% | −4,307−45.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,815 | $64.2K | 0.00% | −312−4.4% | Reduced |
| New York State Common Retirement Fund | 6,968 | $65.6K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 10,980 | $103.4K | 0.00% | −5,210−32.2% | Reduced |
| Qube Research & Technologies Ltd | 11,328 | $106.7K | 0.00% | −16,079−58.7% | Reduced |
| Cubist Systematic Strategies, LLC | 13,426 | $126.5K | 0.00% | +296+2.3% | Added |
| Russell Investments Group, Ltd. | 14,005 | $131.9K | 0.00% | +9,994+249.2% | Added |
| AQR Capital Management LLC | 14,358 | $135.3K | 0.00% | +14,358 | New |
| Deutsche Bank AG | 14,963 | $141.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 14,999 | $141.3K | 0.00% | +411+2.8% | Added |
| Jacobs Levy Equity Management, Inc | 15,161 | $142.8K | 0.00% | −41,612−73.3% | Reduced |
| Sanders Morris Harris LLC | 16,000 | $150.7K | 0.04% | 00.0% | Unchanged |
| Nuveen, LLC | 16,062 | $151.3K | 0.00% | −17,160−51.7% | Reduced |
| Alliancebernstein L.P. | 16,780 | $158.1K | 0.00% | +3,800+29.3% | Added |
| Jane Street Group, LLC | 17,008 | $160.2K | 0.00% | −30,211−64.0% | Reduced |
| Susquehanna International Group, LLP | 17,832 | $168.0K | 0.00% | −636−3.4% | Reduced |
| Lazard Asset Management LLC | 17,994 | $169.0K | 0.00% | +158+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 20,071 | $189.1K | 0.01% | +20,071 | New |
| Barclays PLC | 21,658 | $204.0K | 0.00% | +8,744+67.7% | Added |
| UBS Group AG | 23,005 | $216.7K | 0.00% | −51,156−69.0% | Reduced |
| Invesco Ltd. | 23,225 | $218.8K | 0.00% | +5,711+32.6% | Added |
| Bank of America Corp | 24,516 | $230.9K | 0.00% | +17,571+253.0% | Added |
| B. Riley Financial, Inc. | 24,728 | $232.9K | 0.26% | +24,728 | New |
| JPMorgan Chase & Co | 27,609 | $260.1K | 0.00% | −75,071−73.1% | Reduced |
| Voya Investment Management LLC | 28,482 | $268.3K | 0.00% | +8,373+41.6% | Added |
| HRT Financial LP | 29,754 | $280.0K | 0.00% | +29,754 | New |
| Rhumbline Advisers | 33,998 | $320.3K | 0.00% | +15,162+80.5% | Added |
| D. E. Shaw & Co., Inc. | 34,592 | $325.9K | 0.00% | +34,592 | New |
| Charles Schwab Investment Management Inc | 40,398 | $380.5K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 44,700 | $421.1K | 0.00% | −44,500−49.9% | Reduced |
| Two Sigma Advisers, LP | 48,200 | $454.0K | 0.00% | +6,200+14.8% | Added |
| Goldman Sachs Group Inc | 62,470 | $588.5K | 0.00% | −96,904−60.8% | Reduced |
| Ameriprise Financial Inc | 63,867 | $601.6K | 0.00% | −9,591−13.1% | Reduced |
| State of Wisconsin Investment Board | 66,427 | $625.7K | 0.00% | +20,425+44.4% | Added |
| Riverbridge Partners LLC | 81,171 | $764.6K | 0.01% | +81,171 | New |
| Ritholtz Wealth Management | 82,212 | $774.4K | 0.02% | −10,349−11.2% | Reduced |
| Penserra Capital Management LLC | 111,247 | $1.05M | 0.01% | −5,828−5.0% | Reduced |
| Two Sigma Investments, LP | 112,533 | $1.06M | 0.00% | +33,937+43.2% | Added |
| Vivaldi Capital Management, LLC | 116,379 | $1.10M | 0.16% | +6,274+5.7% | Added |
| Northern Trust Corp | 123,615 | $1.16M | 0.00% | −12,136−8.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 143,285 | $1.35M | 0.01% | −27,254−16.0% | Reduced |
| Marshall Wace, LLP | 196,082 | $1.85M | 0.00% | +17,579+9.8% | Added |
| CF Capital LLC | 200,000 | $1.88M | 2.40% | +31,872+19.0% | Added |
| Wells Fargo & Company | 215,599 | $2.03M | 0.00% | +18,851+9.6% | Added |
| Wolverine Asset Management LLC | 224,226 | $2.11M | 0.04% | +138,090+160.3% | Added |
| Bank of New York Mellon Corp | 236,929 | $2.23M | 0.00% | +1,927+0.8% | Added |
| Jacobs Asset Management, LLC | 270,000 | $2.54M | 1.45% | −4,243−1.5% | Reduced |
| State Street Corp | 318,585 | $3.00M | 0.00% | +10,772+3.5% | Added |
| Geode Capital Management, LLC | 321,084 | $3.03M | 0.00% | +5,312+1.7% | Added |
| Victory Capital Management Inc | 423,180 | $4.01M | 0.00% | +423,180 | New |
| Vanguard Group Inc | 838,455 | $7.90M | 0.00% | −34,737−4.0% | Reduced |
| BlackRock, Inc. | 893,624 | $8.42M | 0.00% | −47,952−5.1% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $9.42M | 1.81% | −100,000−9.1% | Reduced |
| Davidson Kempner Capital Management LP | 4,729,210 | $44.5M | 0.68% | −452,659−8.7% | Reduced |
| Morgan Stanley | 5,172,071 | $48.7M | 0.00% | 00.0% | Unchanged |
| Amundi | 0 | $0 | 0.00% | −423,180−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −128,082−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −21,187−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −12,223−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −5,821−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,217−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Robinswood Financial LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rappaport Reiches Capital Management, LLC | – | – | – | – | Not filed |