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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.

Other share classesAOMDAOMN

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.

Institutional holdersQ4 2025: 80 institutions
Q1 2021: 0 institutionsQ2 2021: 26 institutionsQ3 2021: 34 institutionsQ4 2021: 39 institutionsQ1 2022: 43 institutionsQ2 2022: 44 institutionsQ3 2022: 45 institutionsQ4 2022: 47 institutionsQ1 2023: 46 institutionsQ2 2023: 46 institutionsQ3 2023: 43 institutionsQ4 2023: 50 institutionsQ1 2024: 50 institutionsQ2 2024: 58 institutionsQ3 2024: 75 institutionsQ4 2024: 73 institutionsQ1 2025: 79 institutionsQ2 2025: 83 institutionsQ3 2025: 80 institutionsQ4 2025: 80 institutionsQ1 2026: 84 institutionsQ2 2026: 81 institutions
Value heldQ4 2025: $156.6M
Q1 2021: $0Q2 2021: $287.9MQ3 2021: $295.2MQ4 2021: $301.1MQ1 2022: $331.8MQ2 2022: $273.1MQ3 2022: $253.8MQ4 2022: $102.6MQ1 2023: $205.3MQ2 2023: $162.6MQ3 2023: $167.4MQ4 2023: $212.0MQ1 2024: $215.3MQ2 2024: $263.5MQ3 2024: $183.4MQ4 2024: $159.9MQ1 2025: $165.7MQ2 2025: $157.2MQ3 2025: $165.4MQ4 2025: $156.6MQ1 2026: $142.7MQ2 2026: $150.4M
Institutions holding AOMR and their total value by quarter
QuarterHoldersValue
Q2 202681$150.4M
Q1 202684$142.7M
Q4 202580$156.6M
Q3 202580$165.4M
Q2 202583$157.2M
Q1 202579$165.7M
Q4 202473$159.9M
Q3 202475$183.4M
Q2 202458$263.5M
Q1 202450$215.3M
Q4 202350$212.0M
Q3 202343$167.4M
Q2 202346$162.6M
Q1 202346$205.3M
Q4 202247$102.6M
Q3 202245$253.8M
Q2 202244$273.1M
Q1 202243$331.8M
Q4 202139$301.1M
Q3 202134$295.2M
Q2 202126$287.9M
Q1 20210$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.

Institutions holding AOMR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP1$90.00%+1New
Essential Partners LLC3$260.00%−230−98.7%Reduced
Farther Finance Advisors, LLC3$260.00%00.0%Unchanged
SRS Capital Advisors, Inc.4$340.00%−196−98.0%Reduced
IFP Advisors, Inc10$860.00%−3−23.1%Reduced
True Wealth Design, LLC10$870.00%−3−23.1%Reduced
EverSource Wealth Advisors, LLC12$1030.00%−36−75.0%Reduced
GAMMA Investing LLC34$2930.00%00.0%Unchanged
UBS Asset Management Americas Inc48$4130.00%+48New
Rothschild Investment LLC65$5600.00%−10−13.3%Reduced
Cornerstone Financial Management LLC66$5680.00%+66New
Strategic Wealth Partners, Ltd.121$1.04K0.00%−1,932−94.1%Reduced
Optiver Holding B.V.216$1.86K0.00%00.0%Unchanged
Covestor Ltd225$2.00K0.00%−80−26.2%Reduced
Citigroup Inc346$2.98K0.00%−1,621−82.4%Reduced
CWM, LLC379$3.00K0.00%−1,074−73.9%Reduced
Amalgamated Bank427$4.00K0.00%+9+2.2%Added
Sterling Capital Management LLC525$4.52K0.00%+21+4.2%Added
Ameritas Investment Partners, Inc.557$4.80K0.00%00.0%Unchanged
California State Teachers Retirement System831$7.16K0.00%−31−3.6%Reduced
Tower Research Capital LLC (TRC)1,006$8.66K0.00%−295−22.7%Reduced
Legal & General Group Plc1,142$9.83K0.00%00.0%Unchanged
Royal Bank of Canada2,094$18.0K0.00%+1,966+1,535.9%Added
Nisa Investment Advisors, LLC2,127$18.3K0.00%−1,612−43.1%Reduced
Islay Capital Management, LLC2,500$21.5K0.01%00.0%Unchanged
STRS Ohio2,600$22.4K0.00%00.0%Unchanged
Kestra Advisory Services, LLC2,813$24.2K0.00%+2,813New
BNP Paribas Arbitrage, SA2,958$25.5K0.00%−983−24.9%Reduced
Kemnay Advisory Services Inc.3,003$25.9K0.00%+3,003New
Police & Firemen's Retirement System of New Jersey3,099$26.7K0.00%00.0%Unchanged
Russell Investments Group, Ltd.5,240$45.1K0.00%−18,681−78.1%Reduced
Advisor Group Holdings, Inc.5,467$47.1K0.00%+760+16.1%Added
Mirae Asset Global ETFs Holdings Ltd.6,268$54.0K0.00%+465+8.0%Added
New York State Common Retirement Fund6,968$60.0K0.00%00.0%Unchanged
Bank of America Corp9,335$80.4K0.00%−8,558−47.8%Reduced
Public Employees Retirement System of Ohio9,400$80.9K0.00%00.0%Unchanged
Marshall Wace, LLP10,100$87.0K0.00%+10,100New
Prudential Financial Inc10,240$88.2K0.00%+10,240New
D. E. Shaw & Co., Inc.12,745$109.7K0.00%−32,568−71.9%Reduced
AQR Capital Management LLC12,821$110.4K0.00%−15,016−53.9%Reduced
Qube Research & Technologies Ltd12,952$111.5K0.00%+12,952New
Deutsche Bank AG14,963$128.8K0.00%00.0%Unchanged
Two Sigma Advisers, LP15,700$135.2K0.00%−27,800−63.9%Reduced
Nuveen, LLC16,062$138.3K0.00%00.0%Unchanged
FMR LLC16,327$140.6K0.00%+1,535+10.4%Added
EP Wealth Advisors, LLC17,921$154.3K0.00%+17,921New
Alliancebernstein L.P.20,380$175.5K0.00%00.0%Unchanged
Ritholtz Wealth Management20,638$177.7K0.00%−11,910−36.6%Reduced
Barclays PLC21,239$182.9K0.00%+3,741+21.4%Added
Voya Investment Management LLC27,116$233.5K0.00%+541+2.0%Added
Renaissance Technologies LLC29,300$252.3K0.00%−23,578−44.6%Reduced
Rhumbline Advisers29,417$253.3K0.00%−724−2.4%Reduced
Invesco Ltd.35,816$308.4K0.00%+5,994+20.1%Added
Charles Schwab Investment Management Inc44,491$383.1K0.00%+4,088+10.1%Added
Jane Street Group, LLC52,529$452.3K0.00%+52,529New
O'Shaughnessy Asset Management, LLC54,753$471.4K0.00%−24,845−31.2%Reduced
Bank of New York Mellon Corp55,597$478.7K0.00%−175,689−76.0%Reduced
State of Wisconsin Investment Board87,884$756.7K0.00%+16,000+22.3%Added
Goldman Sachs Group Inc88,620$763.0K0.00%+21,854+32.7%Added
Ameriprise Financial Inc91,145$784.8K0.00%−619−0.7%Reduced
Jacobs Levy Equity Management, Inc100,965$869.3K0.00%−2,792−2.7%Reduced
Northern Trust Corp113,925$980.9K0.00%−11,917−9.5%Reduced
Vivaldi Capital Management, LLC118,779$1.02M0.14%00.0%Unchanged
UBS Group AG128,494$1.11M0.00%+73,086+131.9%Added
Penserra Capital Management LLC137,404$1.18M0.01%+22,256+19.3%Added
Two Sigma Investments, LP155,999$1.34M0.00%+15,272+10.9%Added
Riverbridge Partners LLC182,770$1.57M0.03%+99,811+120.3%Added
JPMorgan Chase & Co196,232$1.69M0.00%+50,667+34.8%Added
Wells Fargo & Company213,181$1.84M0.00%−22,624−9.6%Reduced
CF Capital LLC249,628$2.15M1.07%−139,208−35.8%Reduced
Jacobs Asset Management, LLC287,500$2.48M1.38%+87,500+43.8%Added
Wolverine Asset Management LLC289,090$2.49M0.04%+83,381+40.5%Added
Geode Capital Management, LLC326,048$2.81M0.00%+12,215+3.9%Added
State Street Corp419,396$3.61M0.00%+1,716+0.4%Added
BlackRock, Inc.923,654$7.95M0.00%+38,022+4.3%Added
Vanguard Group Inc948,609$8.17M0.00%+74,574+8.5%Added
Masters Capital Management LLC1,000,000$8.61M1.19%00.0%Unchanged
Victory Capital Management Inc2,219,180$19.1M0.01%+710,493+47.1%Added
Davidson Kempner Capital Management LP4,134,210$35.6M0.52%00.0%Unchanged
Morgan Stanley5,172,061$44.5M0.00%−550.0%Reduced
1832 Asset Management L.P.0$00.00%−300,000−100.0%Sold out
Lazard Asset Management LLC0$00.00%−19,503−100.0%Sold out
Virtu Financial LLC0$00.00%−16,146−100.0%Sold out
Sanders Morris Harris LLC0$00.00%−16,000−100.0%Sold out
Algert Global LLC0$00.00%−14,710−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−14,449−100.0%Sold out
Bessemer Group Inc0$00.00%−130−100.0%Sold out
Roble, Belko & Company, Inc0$00.00%−67−100.0%Sold out
Future Financial Wealth Managment LLC0$00.00%−22−100.0%Sold out
Advisory Services Network, LLC0$00.00%−7−100.0%Sold out