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, Q3 2025
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Sep 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
- 80
- −3 vs. Q2 2025
- Shares held
- 17.7M
- +965.6K (+5.8%) vs. Q2 2025
- Total value
- $165.4M
- +$8.20M (+5.2%) vs. Q2 2025
- New holders
- 7
- 36 more added
- Sold out
- 10
- 20 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3 | $28 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7 | $66 | 0.00% | +7 | New |
| IFP Advisors, Inc | 13 | $122 | 0.00% | +7+116.7% | Added |
| True Wealth Design, LLC | 13 | $122 | 0.00% | +4+44.4% | Added |
| Future Financial Wealth Managment LLC | 22 | $206 | 0.00% | +22 | New |
| GAMMA Investing LLC | 34 | $319 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $450 | 0.00% | +40+500.0% | Added |
| Rothschild Investment LLC | 75 | $703 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 128 | $1.00K | 0.00% | −2,263−94.6% | Reduced |
| Bessemer Group Inc | 130 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 67 | $1.00K | 0.00% | +12+21.8% | Added |
| SRS Capital Advisors, Inc. | 200 | $1.87K | 0.00% | +200 | New |
| Optiver Holding B.V. | 216 | $2.02K | 0.00% | +216 | New |
| Essential Partners LLC | 233 | $2.18K | 0.00% | +227+3,783.3% | Added |
| Covestor Ltd | 305 | $3.00K | 0.00% | −17−5.3% | Reduced |
| Amalgamated Bank | 418 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 504 | $4.72K | 0.00% | +285+130.1% | Added |
| Ameritas Investment Partners, Inc. | 557 | $5.22K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 862 | $8.08K | 0.00% | +1+0.1% | Added |
| Legal & General Group Plc | 1,142 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,301 | $12.2K | 0.00% | −1,068−45.1% | Reduced |
| CWM, LLC | 1,453 | $14.0K | 0.00% | +829+132.9% | Added |
| Citigroup Inc | 1,967 | $18.4K | 0.00% | −3,275−62.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,053 | $19.2K | 0.00% | +108+5.6% | Added |
| Islay Capital Management, LLC | 2,500 | $23.4K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 2,600 | $24.4K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,099 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,739 | $35.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,941 | $36.9K | 0.00% | +12+0.3% | Added |
| Advisor Group Holdings, Inc. | 4,707 | $45.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 5,803 | $54.4K | 0.00% | −1,012−14.8% | Reduced |
| New York State Common Retirement Fund | 6,968 | $65.3K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 9,400 | $88.1K | 0.00% | +9,400 | New |
| Campbell & CO Investment Adviser LLC | 14,449 | $135.4K | 0.01% | −5,622−28.0% | Reduced |
| Algert Global LLC | 14,710 | $137.8K | 0.00% | +3,730+34.0% | Added |
| FMR LLC | 14,792 | $138.6K | 0.00% | −207−1.4% | Reduced |
| Deutsche Bank AG | 14,963 | $140.2K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 16,000 | $149.9K | 0.02% | 00.0% | Unchanged |
| Nuveen, LLC | 16,062 | $150.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,146 | $151.0K | 0.01% | +16,146 | New |
| Barclays PLC | 17,498 | $164.0K | 0.00% | −4,160−19.2% | Reduced |
| Bank of America Corp | 17,893 | $167.7K | 0.00% | −6,623−27.0% | Reduced |
| Lazard Asset Management LLC | 19,503 | $182.7K | 0.00% | +1,509+8.4% | Added |
| Alliancebernstein L.P. | 20,380 | $191.0K | 0.00% | +3,600+21.5% | Added |
| Russell Investments Group, Ltd. | 23,921 | $224.1K | 0.00% | +9,916+70.8% | Added |
| Voya Investment Management LLC | 26,575 | $249.0K | 0.00% | −1,907−6.7% | Reduced |
| AQR Capital Management LLC | 27,837 | $260.8K | 0.00% | +13,479+93.9% | Added |
| Invesco Ltd. | 29,822 | $279.4K | 0.00% | +6,597+28.4% | Added |
| Rhumbline Advisers | 30,141 | $282.4K | 0.00% | −3,857−11.3% | Reduced |
| Ritholtz Wealth Management | 32,548 | $305.0K | 0.01% | −49,664−60.4% | Reduced |
| Charles Schwab Investment Management Inc | 40,403 | $378.6K | 0.00% | +50.0% | Added |
| Two Sigma Advisers, LP | 43,500 | $407.6K | 0.00% | −4,700−9.8% | Reduced |
| D. E. Shaw & Co., Inc. | 45,313 | $424.6K | 0.00% | +10,721+31.0% | Added |
| Renaissance Technologies LLC | 52,878 | $495.5K | 0.00% | +8,178+18.3% | Added |
| UBS Group AG | 55,408 | $519.2K | 0.00% | +32,403+140.9% | Added |
| Goldman Sachs Group Inc | 66,766 | $625.6K | 0.00% | +4,296+6.9% | Added |
| State of Wisconsin Investment Board | 71,884 | $673.6K | 0.00% | +5,457+8.2% | Added |
| O'Shaughnessy Asset Management, LLC | 79,598 | $745.8K | 0.00% | −63,687−44.4% | Reduced |
| Riverbridge Partners LLC | 82,959 | $777.3K | 0.01% | +1,788+2.2% | Added |
| Ameriprise Financial Inc | 91,764 | $859.8K | 0.00% | +27,897+43.7% | Added |
| Jacobs Levy Equity Management, Inc | 103,757 | $972.2K | 0.00% | +88,596+584.4% | Added |
| Penserra Capital Management LLC | 115,148 | $1.08M | 0.01% | +3,901+3.5% | Added |
| Vivaldi Capital Management, LLC | 118,779 | $1.11M | 0.16% | +2,400+2.1% | Added |
| Northern Trust Corp | 125,842 | $1.18M | 0.00% | +2,227+1.8% | Added |
| Two Sigma Investments, LP | 140,727 | $1.32M | 0.00% | +28,194+25.1% | Added |
| JPMorgan Chase & Co | 145,565 | $1.36M | 0.00% | +117,956+427.2% | Added |
| Jacobs Asset Management, LLC | 200,000 | $1.87M | 1.03% | −70,000−25.9% | Reduced |
| Wolverine Asset Management LLC | 205,709 | $1.93M | 0.03% | −18,517−8.3% | Reduced |
| Bank of New York Mellon Corp | 231,286 | $2.17M | 0.00% | −5,643−2.4% | Reduced |
| Wells Fargo & Company | 235,805 | $2.21M | 0.00% | +20,206+9.4% | Added |
| 1832 Asset Management L.P. | 300,000 | $2.81M | 0.00% | +300,000 | New |
| Geode Capital Management, LLC | 313,833 | $2.94M | 0.00% | −7,251−2.3% | Reduced |
| CF Capital LLC | 388,836 | $3.64M | 2.24% | +188,836+94.4% | Added |
| State Street Corp | 417,680 | $3.91M | 0.00% | +99,095+31.1% | Added |
| Vanguard Group Inc | 874,035 | $8.19M | 0.00% | +35,580+4.2% | Added |
| BlackRock, Inc. | 885,632 | $8.30M | 0.00% | −7,992−0.9% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $9.37M | 1.51% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,508,687 | $14.1M | 0.01% | +1,085,507+256.5% | Added |
| Davidson Kempner Capital Management LP | 4,134,210 | $38.7M | 0.54% | −595,000−12.6% | Reduced |
| Morgan Stanley | 5,172,116 | $48.5M | 0.00% | +450.0% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −196,082−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,754−100.0% | Sold out |
| B. Riley Financial, Inc. | 0 | $0 | 0.00% | −24,728−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,832−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,008−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,426−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −11,328−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Creative Capital Management Investments LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −27−100.0% | Sold out |