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 1 open-market purchase 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, Q4 2025
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Dec 31, 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
- 0 vs. Q3 2025
- Shares held
- 18.2M
- +529.9K (+3.0%) vs. Q3 2025
- Total value
- $156.6M
- −$8.86M (−5.4%) vs. Q3 2025
- New holders
- 10
- 24 more added
- Sold out
- 10
- 30 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,172,061 | $44.5M | 0.00% | −550.0% | Reduced |
| Davidson Kempner Capital Management LP | 4,134,210 | $35.6M | 0.52% | 00.0% | Unchanged |
| Victory Capital Management Inc | 2,219,180 | $19.1M | 0.01% | +710,493+47.1% | Added |
| Masters Capital Management LLC | 1,000,000 | $8.61M | 1.19% | 00.0% | Unchanged |
| Vanguard Group Inc | 948,609 | $8.17M | 0.00% | +74,574+8.5% | Added |
| BlackRock, Inc. | 923,654 | $7.95M | 0.00% | +38,022+4.3% | Added |
| State Street Corp | 419,396 | $3.61M | 0.00% | +1,716+0.4% | Added |
| Geode Capital Management, LLC | 326,048 | $2.81M | 0.00% | +12,215+3.9% | Added |
| Wolverine Asset Management LLC | 289,090 | $2.49M | 0.04% | +83,381+40.5% | Added |
| Jacobs Asset Management, LLC | 287,500 | $2.48M | 1.38% | +87,500+43.8% | Added |
| CF Capital LLC | 249,628 | $2.15M | 1.07% | −139,208−35.8% | Reduced |
| Wells Fargo & Company | 213,181 | $1.84M | 0.00% | −22,624−9.6% | Reduced |
| JPMorgan Chase & Co | 196,232 | $1.69M | 0.00% | +50,667+34.8% | Added |
| Riverbridge Partners LLC | 182,770 | $1.57M | 0.03% | +99,811+120.3% | Added |
| Two Sigma Investments, LP | 155,999 | $1.34M | 0.00% | +15,272+10.9% | Added |
| Penserra Capital Management LLC | 137,404 | $1.18M | 0.01% | +22,256+19.3% | Added |
| UBS Group AG | 128,494 | $1.11M | 0.00% | +73,086+131.9% | Added |
| Vivaldi Capital Management, LLC | 118,779 | $1.02M | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 113,925 | $980.9K | 0.00% | −11,917−9.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 100,965 | $869.3K | 0.00% | −2,792−2.7% | Reduced |
| Ameriprise Financial Inc | 91,145 | $784.8K | 0.00% | −619−0.7% | Reduced |
| Goldman Sachs Group Inc | 88,620 | $763.0K | 0.00% | +21,854+32.7% | Added |
| State of Wisconsin Investment Board | 87,884 | $756.7K | 0.00% | +16,000+22.3% | Added |
| Bank of New York Mellon Corp | 55,597 | $478.7K | 0.00% | −175,689−76.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 54,753 | $471.4K | 0.00% | −24,845−31.2% | Reduced |
| Jane Street Group, LLC | 52,529 | $452.3K | 0.00% | +52,529 | New |
| Charles Schwab Investment Management Inc | 44,491 | $383.1K | 0.00% | +4,088+10.1% | Added |
| Invesco Ltd. | 35,816 | $308.4K | 0.00% | +5,994+20.1% | Added |
| Rhumbline Advisers | 29,417 | $253.3K | 0.00% | −724−2.4% | Reduced |
| Renaissance Technologies LLC | 29,300 | $252.3K | 0.00% | −23,578−44.6% | Reduced |
| Voya Investment Management LLC | 27,116 | $233.5K | 0.00% | +541+2.0% | Added |
| Barclays PLC | 21,239 | $182.9K | 0.00% | +3,741+21.4% | Added |
| Ritholtz Wealth Management | 20,638 | $177.7K | 0.00% | −11,910−36.6% | Reduced |
| Alliancebernstein L.P. | 20,380 | $175.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,921 | $154.3K | 0.00% | +17,921 | New |
| FMR LLC | 16,327 | $140.6K | 0.00% | +1,535+10.4% | Added |
| Nuveen, LLC | 16,062 | $138.3K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 15,700 | $135.2K | 0.00% | −27,800−63.9% | Reduced |
| Deutsche Bank AG | 14,963 | $128.8K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 12,952 | $111.5K | 0.00% | +12,952 | New |
| AQR Capital Management LLC | 12,821 | $110.4K | 0.00% | −15,016−53.9% | Reduced |
| D. E. Shaw & Co., Inc. | 12,745 | $109.7K | 0.00% | −32,568−71.9% | Reduced |
| Prudential Financial Inc | 10,240 | $88.2K | 0.00% | +10,240 | New |
| Marshall Wace, LLP | 10,100 | $87.0K | 0.00% | +10,100 | New |
| Public Employees Retirement System of Ohio | 9,400 | $80.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,335 | $80.4K | 0.00% | −8,558−47.8% | Reduced |
| New York State Common Retirement Fund | 6,968 | $60.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,268 | $54.0K | 0.00% | +465+8.0% | Added |
| Advisor Group Holdings, Inc. | 5,467 | $47.1K | 0.00% | +760+16.1% | Added |
| Russell Investments Group, Ltd. | 5,240 | $45.1K | 0.00% | −18,681−78.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,099 | $26.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 3,003 | $25.9K | 0.00% | +3,003 | New |
| BNP Paribas Arbitrage, SA | 2,958 | $25.5K | 0.00% | −983−24.9% | Reduced |
| Kestra Advisory Services, LLC | 2,813 | $24.2K | 0.00% | +2,813 | New |
| STRS Ohio | 2,600 | $22.4K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,500 | $21.5K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,127 | $18.3K | 0.00% | −1,612−43.1% | Reduced |
| Royal Bank of Canada | 2,094 | $18.0K | 0.00% | +1,966+1,535.9% | Added |
| Legal & General Group Plc | 1,142 | $9.83K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,006 | $8.66K | 0.00% | −295−22.7% | Reduced |
| California State Teachers Retirement System | 831 | $7.16K | 0.00% | −31−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 557 | $4.80K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 525 | $4.52K | 0.00% | +21+4.2% | Added |
| Amalgamated Bank | 427 | $4.00K | 0.00% | +9+2.2% | Added |
| CWM, LLC | 379 | $3.00K | 0.00% | −1,074−73.9% | Reduced |
| Citigroup Inc | 346 | $2.98K | 0.00% | −1,621−82.4% | Reduced |
| Covestor Ltd | 225 | $2.00K | 0.00% | −80−26.2% | Reduced |
| Optiver Holding B.V. | 216 | $1.86K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 121 | $1.04K | 0.00% | −1,932−94.1% | Reduced |
| Cornerstone Financial Management LLC | 66 | $568 | 0.00% | +66 | New |
| Rothschild Investment LLC | 65 | $560 | 0.00% | −10−13.3% | Reduced |
| UBS Asset Management Americas Inc | 48 | $413 | 0.00% | +48 | New |
| GAMMA Investing LLC | 34 | $293 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $103 | 0.00% | −36−75.0% | Reduced |
| True Wealth Design, LLC | 10 | $87 | 0.00% | −3−23.1% | Reduced |
| IFP Advisors, Inc | 10 | $86 | 0.00% | −3−23.1% | Reduced |
| SRS Capital Advisors, Inc. | 4 | $34 | 0.00% | −196−98.0% | Reduced |
| Essential Partners LLC | 3 | $26 | 0.00% | −230−98.7% | Reduced |
| Farther Finance Advisors, LLC | 3 | $26 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $9 | 0.00% | +1 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −19,503−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,146−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,710−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,449−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |