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