Security Snapshot

Angel Oak Mortgage REIT, Inc. - Common Stock, par value $0.01 par value per share (AOMR) Institutional Ownership

CUSIP: 03464Y108

13F Institutional Holders and Ownership History from Q2 2021 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

79

Shares (Excl. Options)

18,185,781

Price

$8.61

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Type / Class
Equity / Common Stock, par value $0.01 par value per share
Symbol
AOMR on NYSE
Shares outstanding
24,915,914
Price per share
$8.22
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
18,185,781
Total reported value
$156,580,389
% of total 13F portfolios
0%
Share change
+531,135
Value change
+$4,284,603
Number of holders
79
Price from insider filings
$8.22
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • AOMR - Angel Oak Mortgage REIT, Inc. - Common Stock, par value $0.01 par value per share is tracked under CUSIP 03464Y108.
  • 79 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 79 to 41 between Q4 2025 and Q1 2026.
  • Reported value moved from $156,580,389 to $30,562,436.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 79 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 03464Y108?
CUSIP 03464Y108 identifies AOMR - Angel Oak Mortgage REIT, Inc. - Common Stock, par value $0.01 par value per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Angel Oak Mortgage REIT, Inc. - Common Stock, par value $0.01 par value per share (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 15% -16% $32,874,057 -$4,333,833 3,652,673 -12% Xylem Finance LLC 20 Mar 2026
VICTORY CAPITAL MANAGEMENT INC 6.1% $13,496,651 1,440,411 Victory Capital Management, Inc. 30 Sep 2025

As of 31 Dec 2025, 79 institutional investors reported holding 18,185,781 shares of Angel Oak Mortgage REIT, Inc. - Common Stock, par value $0.01 par value per share (AOMR). This represents 73% of the company’s total 24,915,914 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Angel Oak Mortgage REIT, Inc. - Common Stock, par value $0.01 par value per share (AOMR) together control 71% 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 21% 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 8.9% 2,219,180 +47% 0.01% $19,107,140
MASTERS CAPITAL MANAGEMENT LLC 4% 1,000,000 0% 1.2% $8,610,000
VANGUARD GROUP INC 3.8% 948,609 +8.5% 0% $8,167,523
BlackRock, Inc. 3.7% 923,654 +4.3% 0% $7,952,663
STATE STREET CORP 1.7% 419,396 +0.41% 0% $3,611,000
GEODE CAPITAL MANAGEMENT, LLC 1.3% 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% 249,628 -36% 1.1% $2,149,297
WELLS FARGO & COMPANY/MN 0.86% 213,181 -9.6% 0% $1,835,491
JPMORGAN CHASE & CO 0.79% 196,232 +35% 0% $1,689,558
RIVERBRIDGE PARTNERS LLC 0.73% 182,770 +120% 0.03% $1,573,652
TWO SIGMA INVESTMENTS, LP 0.63% 155,999 +11% 0% $1,343,151
Penserra Capital Management LLC 0.55% 137,404 +19% 0.01% $1,183,000
UBS Group AG 0.52% 128,494 +132% 0% $1,106,333
Vivaldi Capital Management LP 0.48% 118,779 0% 0.14% $1,022,687
NORTHERN TRUST CORP 0.46% 113,925 -9.5% 0% $980,894
JACOBS LEVY EQUITY MANAGEMENT, INC 0.41% 100,965 -2.7% 0% $869,309
AMERIPRISE FINANCIAL INC 0.37% 91,145 -0.67% 0% $784,758
GOLDMAN SACHS GROUP INC 0.36% 88,620 +33% 0% $763,018
STATE OF WISCONSIN INVESTMENT BOARD 0.35% 87,884 +22% 0% $756,681
Bank of New York Mellon Corp 0.22% 55,597 -76% 0% $478,692
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.22% 54,753 -31% 0% $471,423

Institutional Holders of Angel Oak Mortgage REIT, Inc. - Common Stock, par value $0.01 par value per share (AOMR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 3,721,572 $30,562,436 +$556,892 $8.22 41
2025 Q4 18,185,781 $156,580,389 +$4,284,603 $8.61 79
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
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