Angel Oak Mortgage REIT, Inc. - Common Stock (AOMR) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2021 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
AOMR on NYSE
Shares outstanding
23,769,158
Price per share
$9.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
18,185,660
Total reported value
$156,579,347
% of total 13F portfolios
0%
Share change
+533,067
Value change
+$4,301,241
Number of holders
78
Price from insider filings
$9.19
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Angel Oak Mortgage REIT, Inc. - Common Stock (AOMR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 17% -14% $38,696,206 -$5,569,200 4,134,210 -13% Xylem Finance LLC 21 Aug 2025
VICTORY CAPITAL MANAGEMENT INC 6.1% $13,496,651 1,440,411 Victory Capital Management, Inc. 30 Sep 2025

As of 31 Dec 2025, 78 institutional investors reported holding 18,185,660 shares of Angel Oak Mortgage REIT, Inc. - Common Stock (AOMR). This represents 77% of the company’s total 23,769,158 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Angel Oak Mortgage REIT, Inc. - Common Stock (AOMR) together control 74% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 22% 5,172,061 -0% 0% $44,531,445
Davidson Kempner Capital Management LP 17% 4,134,210 0% 0.78% $35,595,548
VICTORY CAPITAL MANAGEMENT INC 9.3% 2,219,180 +47% 0.01% $19,107,140
MASTERS CAPITAL MANAGEMENT LLC 4.2% 1,000,000 0% 1.2% $8,610,000
VANGUARD GROUP INC 4% 948,609 +8.5% 0% $8,167,523
BlackRock, Inc. 3.9% 923,654 +4.3% 0% $7,952,663
STATE STREET CORP 1.8% 419,396 +0.41% 0% $3,611,000
GEODE CAPITAL MANAGEMENT, LLC 1.4% 326,048 +3.9% 0% $2,808,042
WOLVERINE ASSET MANAGEMENT LLC 1.2% 289,090 +41% 0.04% $2,489,065
JACOBS ASSET MANAGEMENT, LLC 1.2% 287,500 +44% 1.4% $2,475,375
North Ground Capital 1.1% 249,628 -36% 1.1% $2,149,297
WELLS FARGO & COMPANY/MN 0.9% 213,181 -9.6% 0% $1,835,491
JPMORGAN CHASE & CO 0.83% 196,232 +35% 0% $1,689,558
RIVERBRIDGE PARTNERS LLC 0.77% 182,770 +120% 0.03% $1,573,652
TWO SIGMA INVESTMENTS, LP 0.66% 155,999 +11% 0% $1,343,151
Penserra Capital Management LLC 0.58% 137,404 +19% 0.01% $1,183,000
UBS Group AG 0.54% 128,494 +132% 0% $1,106,333
Vivaldi Capital Management LP 0.5% 118,779 0% 0.14% $1,022,687
NORTHERN TRUST CORP 0.48% 113,925 -9.5% 0% $980,894
JACOBS LEVY EQUITY MANAGEMENT, INC 0.42% 100,965 -2.7% 0% $869,309
AMERIPRISE FINANCIAL INC 0.38% 91,145 -0.67% 0% $784,758
GOLDMAN SACHS GROUP INC 0.37% 88,620 +33% 0% $763,018
STATE OF WISCONSIN INVESTMENT BOARD 0.37% 87,884 +22% 0% $756,681
Bank of New York Mellon Corp 0.23% 55,597 -76% 0% $478,692
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.23% 54,753 -31% 0% $471,423

Institutional Holders of Angel Oak Mortgage REIT, Inc. - Common Stock (AOMR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 18,185,660 $156,579,347 +$4,301,241 $8.61 78
2025 Q3 17,655,563 $165,434,138 +$9,033,496 $9.37 78
2025 Q2 16,665,388 $157,007,040 -$6,681,045 $9.42 80
2025 Q1 17,404,344 $165,662,834 +$1,034,428 $9.53 77
2024 Q4 17,289,616 $160,885,770 -$4,128,807 $9.28 71
2024 Q3 17,607,841 $183,440,693 -$31,620,160 $10.43 71
2024 Q2 20,145,870 $263,456,531 +$1,776,819 $13.10 56
2024 Q1 20,002,723 $215,304,413 -$30,099 $10.74 50
2023 Q4 20,006,664 $211,955,370 +$3,932,519 $10.60 50
2023 Q3 19,646,629 $167,393,879 -$745,995 $8.53 43
2023 Q2 19,735,927 $162,568,758 -$7,995,315 $8.24 46
2023 Q1 28,101,083 $205,260,712 -$312,341 $7.30 45
2022 Q4 18,847,056 $89,132,555 +$468,744 $4.73 42
2022 Q3 21,229,334 $253,782,911 +$2,458,115 $11.98 44
2022 Q2 21,015,624 $273,103,000 +$6,876,523 $12.96 43
2022 Q1 20,479,574 $331,842,000 +$30,575,979 $16.41 42
2021 Q4 18,351,740 $301,078,000 +$10,711,696 $16.38 39
2021 Q3 17,697,220 $295,161,000 +$18,903,626 $16.93 34
2021 Q2 16,567,806 $287,897,000 +$287,897,000 $17.87 26