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, Q2 2026
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Jun 30, 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
- 81
- −2 vs. Q1 2026
- Shares held
- 16.6M
- −789.3K (−4.5%) vs. Q1 2026
- Total value
- $150.4M
- +$7.75M (+5.4%) vs. Q1 2026
- New holders
- 8
- 45 more added
- Sold out
- 10
- 14 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 2 | $19 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2 | $20 | 0.00% | +2 | New |
| Essential Partners LLC | 5 | $45 | 0.00% | −18−78.3% | Reduced |
| True Wealth Design, LLC | 20 | $182 | 0.00% | +10+100.0% | Added |
| Farther Finance Advisors, LLC | 28 | $253 | 0.00% | +25+833.3% | Added |
| EverSource Wealth Advisors, LLC | 58 | $527 | 0.00% | +20+52.6% | Added |
| Allworth Financial LP | 65 | $591 | 0.00% | +49+306.3% | Added |
| Cornerstone Financial Management LLC | 66 | $599 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 103 | $935 | 0.00% | +98+1,960.0% | Added |
| Covestor Ltd | 154 | $1.00K | 0.00% | +98+175.0% | Added |
| GAMMA Investing LLC | 149 | $1.35K | 0.00% | +82+122.4% | Added |
| Rothschild Investment LLC | 170 | $1.54K | 0.00% | +38+28.8% | Added |
| Sterling Capital Management LLC | 182 | $1.65K | 0.00% | −147−44.7% | Reduced |
| California State Teachers Retirement System | 200 | $1.82K | 0.00% | −535−72.8% | Reduced |
| Royal Bank of Canada | 530 | $5.00K | 0.00% | −3,532−87.0% | Reduced |
| MCF Advisors LLC | 552 | $5.01K | 0.00% | +552 | New |
| SRS Capital Advisors, Inc. | 666 | $6.05K | 0.00% | +666 | New |
| UBS Asset Management Americas Inc | 716 | $6.50K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,035 | $9.40K | 0.00% | −2,351−69.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,529 | $13.9K | 0.00% | +972+174.5% | Added |
| Legal & General Group Plc | 1,732 | $15.7K | 0.00% | +683+65.1% | Added |
| The PNC Financial Services Group, Inc. | 1,789 | $16.2K | 0.00% | +1,789 | New |
| Islay Capital Management, LLC | 2,500 | $22.7K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 2,600 | $23.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,610 | $23.7K | 0.00% | −733−21.9% | Reduced |
| BNP Paribas Arbitrage, SA | 2,621 | $23.8K | 0.00% | −412−13.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,099 | $28.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 4,702 | $42.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 6,400 | $58.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,585 | $59.8K | 0.00% | +198+3.1% | Added |
| Nisa Investment Advisors, LLC | 6,929 | $62.9K | 0.00% | +4,912+243.5% | Added |
| New York State Common Retirement Fund | 6,968 | $63.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,760 | $70.5K | 0.00% | +1,322+20.5% | Added |
| Citigroup Inc | 7,811 | $70.9K | 0.00% | +7,113+1,019.1% | Added |
| Price T Rowe Associates Inc | 10,222 | $93.0K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,041 | $100.2K | 0.00% | +656+6.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,645 | $105.7K | 0.00% | −17,037−59.4% | Reduced |
| D. E. Shaw & Co., Inc. | 11,876 | $107.8K | 0.00% | +11,876 | New |
| Prudential Financial Inc | 12,070 | $109.6K | 0.00% | +630+5.5% | Added |
| Nuveen, LLC | 14,793 | $134.3K | 0.00% | −1,269−7.9% | Reduced |
| FMR LLC | 15,034 | $136.5K | 0.00% | +152+1.0% | Added |
| Deutsche Bank AG | 15,485 | $140.6K | 0.00% | +522+3.5% | Added |
| Sanders Morris Harris LLC | 16,000 | $145.3K | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 17,532 | $159.2K | 0.00% | +3,871+28.3% | Added |
| Mariner Investment Group LLC | 17,754 | $161.2K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 19,305 | $175.3K | 0.00% | +19,305 | New |
| Stifel Financial Corp | 19,719 | $179.0K | 0.00% | +19,719 | New |
| Alliancebernstein L.P. | 23,780 | $195.5K | 0.00% | +3,400+16.7% | Added |
| State of Wyoming | 23,482 | $213.2K | 0.02% | +23,482 | New |
| Invesco Ltd. | 26,485 | $240.5K | 0.00% | +6,507+32.6% | Added |
| Voya Investment Management LLC | 27,443 | $249.2K | 0.00% | +327+1.2% | Added |
| Rhumbline Advisers | 31,317 | $284.4K | 0.00% | +1,898+6.5% | Added |
| AQR Capital Management LLC | 40,797 | $370.4K | 0.00% | +25,494+166.6% | Added |
| Odyssean, LLC | 41,791 | $379.5K | 0.06% | +31,783+317.6% | Added |
| Alpine Global Management, LLC | 42,603 | $386.8K | 0.06% | −19,835−31.8% | Reduced |
| Charles Schwab Investment Management Inc | 42,856 | $389.1K | 0.00% | +1,217+2.9% | Added |
| Bank of New York Mellon Corp | 53,416 | $485.0K | 0.00% | +4,702+9.7% | Added |
| State of Wisconsin Investment Board | 72,219 | $655.7K | 0.00% | +4,443+6.6% | Added |
| Jacobs Levy Equity Management, Inc | 81,107 | $736.5K | 0.00% | −9,634−10.6% | Reduced |
| Ameriprise Financial Inc | 91,293 | $833.5K | 0.00% | −7,276−7.4% | Reduced |
| Renaissance Technologies LLC | 95,863 | $870.4K | 0.00% | +64,640+207.0% | Added |
| Goldman Sachs Group Inc | 102,092 | $927.0K | 0.00% | +8,166+8.7% | Added |
| Vanguard Fiduciary Trust Co | 105,453 | $957.5K | 0.00% | +9,615+10.0% | Added |
| Vanguard Portfolio Management LLC | 114,287 | $1.04M | 0.00% | +31,487+38.0% | Added |
| Northern Trust Corp | 145,905 | $1.32M | 0.00% | +21,385+17.2% | Added |
| UBS Group AG | 150,817 | $1.37M | 0.00% | +55,478+58.2% | Added |
| Penserra Capital Management LLC | 151,336 | $1.37M | 0.01% | +9,957+7.0% | Added |
| CF Capital LLC | 164,369 | $1.49M | 1.79% | +27,945+20.5% | Added |
| JPMorgan Chase & Co | 184,255 | $1.65M | 0.00% | −390,780−68.0% | Reduced |
| Riverbridge Partners LLC | 199,078 | $1.81M | 0.05% | +1,686+0.9% | Added |
| Wells Fargo & Company | 222,684 | $2.02M | 0.00% | +11,387+5.4% | Added |
| Geode Capital Management, LLC | 397,428 | $3.61M | 0.00% | +17,852+4.7% | Added |
| Wolverine Asset Management LLC | 399,630 | $3.63M | 0.05% | +169,748+73.8% | Added |
| State Street Corp | 431,427 | $3.92M | 0.00% | +14,692+3.5% | Added |
| Jacobs Asset Management, LLC | 444,585 | $4.04M | 3.04% | +69,585+18.6% | Added |
| Vanguard Capital Management LLC | 884,284 | $8.03M | 0.00% | +104,594+13.4% | Added |
| Masters Capital Management LLC | 1,000,000 | $9.08M | 1.28% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,344,764 | $12.2M | 0.00% | +438,126+48.3% | Added |
| Davidson Kempner Capital Management LP | 1,858,320 | $16.9M | 0.27% | −1,794,353−49.1% | Reduced |
| Victory Capital Management Inc | 2,138,589 | $19.4M | 0.01% | +495,207+30.1% | Added |
| Morgan Stanley | 5,172,061 | $47.0M | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −113,287−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −74,774−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −40,750−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −17,166−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −13,841−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |