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, Q1 2026
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Mar 31, 2026. 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
- 84
- +5 vs. Q4 2025
- Shares held
- 17.4M
- +121.3K (+0.7%) vs. Q4 2025
- Total value
- $142.7M
- −$5.75M (−3.9%) vs. Q4 2025
- New holders
- 16
- 28 more added
- Sold out
- 11
- 26 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,172,061 | $42.5M | 0.00% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 3,652,673 | $30.0M | 0.53% | −481,537−11.6% | Reduced |
| Victory Capital Management Inc | 1,643,382 | $13.5M | 0.01% | −575,798−25.9% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $8.22M | 1.21% | 00.0% | Unchanged |
| BlackRock, Inc. | 906,638 | $7.45M | 0.00% | −17,016−1.8% | Reduced |
| Vanguard Capital Management LLC | 779,690 | $6.41M | 0.00% | +779,690 | New |
| JPMorgan Chase & Co | 575,035 | $4.70M | 0.00% | +378,803+193.0% | Added |
| State Street Corp | 416,735 | $3.43M | 0.00% | −2,661−0.6% | Reduced |
| Geode Capital Management, LLC | 379,576 | $3.12M | 0.00% | +53,528+16.4% | Added |
| Jacobs Asset Management, LLC | 375,000 | $3.08M | 1.84% | +87,500+30.4% | Added |
| Wolverine Asset Management LLC | 229,882 | $1.89M | 0.03% | −59,208−20.5% | Reduced |
| Wells Fargo & Company | 211,297 | $1.74M | 0.00% | −1,884−0.9% | Reduced |
| Riverbridge Partners LLC | 197,392 | $1.62M | 0.04% | +14,622+8.0% | Added |
| Penserra Capital Management LLC | 141,379 | $1.16M | 0.01% | +3,975+2.9% | Added |
| CF Capital LLC | 136,424 | $1.12M | 1.35% | −113,204−45.3% | Reduced |
| Northern Trust Corp | 124,520 | $1.02M | 0.00% | +10,595+9.3% | Added |
| Vivaldi Capital Management, LLC | 113,287 | $931.2K | 0.13% | −5,492−4.6% | Reduced |
| Ameriprise Financial Inc | 98,569 | $810.2K | 0.00% | +7,424+8.1% | Added |
| Vanguard Fiduciary Trust Co | 95,838 | $787.8K | 0.00% | +95,838 | New |
| UBS Group AG | 95,339 | $783.7K | 0.00% | −33,155−25.8% | Reduced |
| Goldman Sachs Group Inc | 93,926 | $772.1K | 0.00% | +5,306+6.0% | Added |
| Jacobs Levy Equity Management, Inc | 90,741 | $745.9K | 0.00% | −10,224−10.1% | Reduced |
| Vanguard Portfolio Management LLC | 82,800 | $680.6K | 0.00% | +82,800 | New |
| Two Sigma Investments, LP | 74,774 | $614.6K | 0.00% | −81,225−52.1% | Reduced |
| State of Wisconsin Investment Board | 67,776 | $557.1K | 0.00% | −20,108−22.9% | Reduced |
| Alpine Global Management, LLC | 62,438 | $513.2K | 0.08% | +62,438 | New |
| Bank of New York Mellon Corp | 48,714 | $400.4K | 0.00% | −6,883−12.4% | Reduced |
| Charles Schwab Investment Management Inc | 41,639 | $342.3K | 0.00% | −2,852−6.4% | Reduced |
| Millennium Management LLC | 40,750 | $335.0K | 0.00% | +40,750 | New |
| Renaissance Technologies LLC | 31,223 | $256.7K | 0.00% | +1,923+6.6% | Added |
| Rhumbline Advisers | 29,419 | $241.8K | 0.00% | +20.0% | Added |
| O'Shaughnessy Asset Management, LLC | 28,682 | $235.8K | 0.00% | −26,071−47.6% | Reduced |
| Voya Investment Management LLC | 27,116 | $222.9K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 20,380 | $175.5K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 19,978 | $164.2K | 0.00% | −15,838−44.2% | Reduced |
| Mariner Investment Group LLC | 17,754 | $145.9K | 0.04% | +17,754 | New |
| Vident Advisory, LLC | 17,166 | $141.1K | 0.00% | +17,166 | New |
| Nuveen, LLC | 16,062 | $132.0K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 16,000 | $131.5K | 0.02% | +16,000 | New |
| AQR Capital Management LLC | 15,303 | $125.8K | 0.00% | +2,482+19.4% | Added |
| Deutsche Bank AG | 14,963 | $123.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 14,882 | $122.3K | 0.00% | −1,445−8.9% | Reduced |
| Qube Research & Technologies Ltd | 13,841 | $113.8K | 0.00% | +889+6.9% | Added |
| Russell Investments Group, Ltd. | 13,661 | $112.3K | 0.00% | +8,421+160.7% | Added |
| Bank of America Corp | 11,490 | $94.4K | 0.00% | +2,155+23.1% | Added |
| Prudential Financial Inc | 11,440 | $94.0K | 0.00% | +1,200+11.7% | Added |
| Brighton Jones LLC | 10,385 | $85.4K | 0.00% | +10,385 | New |
| Price T Rowe Associates Inc | 10,222 | $85.0K | 0.00% | +10,222 | New |
| Odyssean, LLC | 10,008 | $82.3K | 0.03% | +10,008 | New |
| New York State Common Retirement Fund | 6,968 | $57.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,438 | $52.9K | 0.00% | +170+2.7% | Added |
| Public Employees Retirement System of Ohio | 6,400 | $52.6K | 0.00% | −3,000−31.9% | Reduced |
| Advisor Group Holdings, Inc. | 6,387 | $52.5K | 0.00% | +920+16.8% | Added |
| Vanguard Global Advisers, LLC | 4,702 | $38.6K | 0.00% | +4,702 | New |
| Royal Bank of Canada | 4,062 | $33.0K | 0.00% | +1,968+94.0% | Added |
| Tower Research Capital LLC (TRC) | 3,386 | $27.8K | 0.00% | +2,380+236.6% | Added |
| Barclays PLC | 3,343 | $27.5K | 0.00% | −17,896−84.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,099 | $25.5K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,033 | $24.9K | 0.00% | +75+2.5% | Added |
| STRS Ohio | 2,600 | $21.4K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,500 | $20.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,017 | $16.6K | 0.00% | −110−5.2% | Reduced |
| Legal & General Group Plc | 1,049 | $8.62K | 0.00% | −93−8.1% | Reduced |
| California State Teachers Retirement System | 735 | $6.04K | 0.00% | −96−11.6% | Reduced |
| UBS Asset Management Americas Inc | 716 | $5.89K | 0.00% | +668+1,391.7% | Added |
| Citigroup Inc | 698 | $5.74K | 0.00% | +352+101.7% | Added |
| CWM, LLC | 601 | $4.94K | 0.00% | +222+58.6% | Added |
| Ameritas Investment Partners, Inc. | 557 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 329 | $2.70K | 0.00% | −196−37.3% | Reduced |
| Rothschild Investment LLC | 132 | $1.08K | 0.00% | +67+103.1% | Added |
| Optiver Holding B.V. | 120 | $986 | 0.00% | −96−44.4% | Reduced |
| GAMMA Investing LLC | 67 | $551 | 0.00% | +33+97.1% | Added |
| Cornerstone Financial Management LLC | 66 | $543 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 60 | $493 | 0.00% | +60 | New |
| EverSource Wealth Advisors, LLC | 38 | $313 | 0.00% | +26+216.7% | Added |
| Essential Partners LLC | 23 | $189 | 0.00% | +20+666.7% | Added |
| Allworth Financial LP | 16 | $132 | 0.00% | +15+1,500.0% | Added |
| Root Financial Partners, LLC | 16 | $132 | 0.00% | +16 | New |
| True Wealth Design, LLC | 10 | $83 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $41 | 0.00% | −5−50.0% | Reduced |
| Farther Finance Advisors, LLC | 3 | $24 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $17 | 0.00% | +2 | New |
| MAI Capital Management | 1 | $9 | 0.00% | +1 | New |
| Covestor Ltd | 56 | $0 | 0.00% | −169−75.1% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −52,529−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −20,638−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,921−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −12,745−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |