AOMR Institutional Ownership & Shareholders
ANGEL OAK MORTGAGE REIT INC (AOMR) is currently held by 81 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $151.49M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of AOMR tracked by InsiderSet, reporting ownership valued at approximately $46.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $36.31M, representing an estimated loss of -22.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed AOMR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Victory Capital Management Inc, Davidson Kempner Capital Management Lp, and several other long-term asset managers with concentrated positions in ANGEL OAK MORTGAGE REIT INC (AOMR).
This page ranks the largest institutional AOMR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
81
Total Reported Value
$151.49M
Largest Holder
Morgan Stanley
Largest Position
$46.96M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
106
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 5,172,061 | $46,962,314 | $36,307,868 | -$10,654,446 | -22.69% | |
| Victory Capital Management Inc | 0.01% | 2,138,589 | $19,418,388 | $15,012,895 | -$4,405,493 | -22.69% | |
| Davidson Kempner Capital Management Lp | 0.27% | 1,858,320 | $16,873,546 | $13,045,406 | -$3,828,140 | -22.69% | |
| Blackrock, Inc. | 0.00% | 1,344,764 | $12,210,460 | $9,440,243 | -$2,770,217 | -22.69% | |
| Masters Capital Management Llc | 1.28% | 1,000,000 | $9,080,000 | $7,020,000 | -$2,060,000 | -22.69% | |
| Vanguard Capital Management Llc | 0.00% | 884,284 | $8,029,299 | $6,207,674 | -$1,821,625 | -22.69% | |
| Jacobs Asset Management, Llc | 3.04% | 444,585 | $4,036,832 | $3,120,987 | -$915,845 | -22.69% | |
| State Street Corp | 0.00% | 431,427 | $3,917,357 | $3,028,618 | -$888,739 | -22.69% | |
| Wolverine Asset Management Llc | 0.05% | 399,630 | $3,628,640 | $2,805,403 | -$823,237 | -22.69% | |
| Geode Capital Management, Llc | 0.00% | 397,428 | $3,609,557 | $2,789,945 | -$819,612 | -22.71% | |
| Wells Fargo & Company/Mn | 0.00% | 222,684 | $2,021,973 | $1,563,242 | -$458,731 | -22.69% | |
| Riverbridge Partners Llc | 0.05% | 199,078 | $1,807,627 | $1,397,528 | -$410,099 | -22.69% | |
| Jpmorgan Chase & Co | 0.00% | 184,255 | $1,652,768 | $1,293,470 | -$359,298 | -21.74% | |
| North Ground Capital | 1.79% | 164,369 | $1,492,471 | $1,153,870 | -$338,601 | -22.69% | |
| Penserra Capital Management Llc | 0.01% | 151,336 | $1,374,000 | $1,062,379 | -$311,621 | -22.68% | |
| Ubs Group Ag | 0.00% | 150,817 | $1,369,418 | $1,058,735 | -$310,683 | -22.69% | |
| Northern Trust Corp | 0.00% | 145,905 | $1,324,818 | $1,024,253 | -$300,565 | -22.69% | |
| Vanguard Portfolio Management Llc | 0.00% | 114,287 | $1,037,726 | $802,295 | -$235,431 | -22.69% | |
| Vanguard Fiduciary Trust Co | 0.00% | 105,453 | $957,513 | $740,280 | -$217,233 | -22.69% | |
| Goldman Sachs Group Inc | 0.00% | 102,092 | $926,996 | $716,686 | -$210,310 | -22.69% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 95,863 | $870,436 | $672,958 | -$197,478 | -22.69% |
| Ameriprise Financial Inc | 0.00% | 91,293 | $833,516 | $640,877 | -$192,639 | -23.11% | |
| Jacobs Levy Equity Management, Inc | 0.00% | 81,107 | $736,452 | $569,371 | -$167,081 | -22.69% | |
| State Of Wisconsin Investment Board | 0.00% | 72,219 | $655,749 | $506,977 | -$148,772 | -22.69% | |
| Bank Of New York Mellon Corp | 0.00% | 53,416 | $485,020 | $374,980 | -$110,040 | -22.69% | |
| Charles Schwab Investment Management Inc | 0.00% | 42,856 | $389,132 | $300,849 | -$88,283 | -22.69% | |
| Alpine Global Management, Llc | 0.06% | 42,603 | $386,835 | $299,073 | -$87,762 | -22.69% | |
| Odyssean, Llc | 0.06% | 41,791 | $379,462 | $293,373 | -$86,089 | -22.69% | |
| Aqr Capital Management Llc | 0.00% | 40,797 | $370,439 | $286,395 | -$84,044 | -22.69% | |
| Rhumbline Advisers | 0.00% | 31,317 | $284,350 | $219,845 | -$64,505 | -22.68% | |
| Voya Investment Management Llc | 0.00% | 27,443 | $249,182 | $192,650 | -$56,532 | -22.69% | |
| Invesco Ltd. | 0.00% | 26,485 | $240,484 | $185,925 | -$54,559 | -22.69% | |
| Alliancebernstein L.P. | 0.00% | 23,780 | $195,472 | $166,936 | -$28,536 | -14.60% | |
| Stifel Financial Corp | 0.00% | 19,719 | $179,049 | $138,427 | -$40,622 | -22.69% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 19,305 | $175,288 | $135,521 | -$39,767 | -22.69% | |
| Mariner Investment Group Llc | 0.04% | 17,754 | $161,206 | $124,633 | -$36,573 | -22.69% | |
| Russell Investments Group, Ltd. | 0.00% | 17,532 | $159,193 | $123,075 | -$36,118 | -22.69% | |
| State Of Wyoming | 0.01% | 21,342 | $155,797 | $149,821 | -$5,976 | -3.84% | |
| Deutsche Bank Ag\ | 0.00% | 15,485 | $140,604 | $108,705 | -$31,899 | -22.69% | |
| Fmr Llc | 0.00% | 15,034 | $136,512 | $105,539 | -$30,973 | -22.69% | |
| Nuveen, Llc | 0.00% | 14,793 | $134,321 | $103,847 | -$30,474 | -22.69% | |
| Sanders Morris Harris Llc | 0.02% | 16,000 | $120,800 | $112,320 | -$8,480 | -7.02% | |
| Prudential Financial Inc | 0.00% | 12,070 | $109,596 | $84,731 | -$24,865 | -22.69% | |
| D. E. Shaw & Co., Inc. | 0.00% | 11,876 | $107,834 | $83,370 | -$24,464 | -22.69% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 11,645 | $105,737 | $81,748 | -$23,989 | -22.69% | |
| Brighton Jones Llc | 0.00% | 11,041 | $100,249 | $77,508 | -$22,741 | -22.68% | |
| Price T Rowe Associates Inc | 0.00% | 10,222 | $93,000 | $71,758 | -$21,242 | -22.84% | |
| Citigroup Inc | 0.00% | 7,811 | $70,924 | $54,833 | -$16,091 | -22.69% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 7,760 | $70,461 | $54,475 | -$15,986 | -22.69% | |
| New York State Common Retirement Fund | 0.00% | 6,968 | $63,269 | $48,915 | -$14,354 | -22.69% |
Frequently asked questions about AOMR
Who are the largest institutional holders of AOMR?
The largest institutional holders of AOMR reported in the latest SEC Form 13F filings include Morgan Stanley, Victory Capital Management Inc, Davidson Kempner Capital Management Lp, Blackrock, Inc., and Masters Capital Management Llc. InsiderSet ranks institutional holders by their latest reported AOMR position.
What is AOMR institutional ownership?
This page tracks AOMR positions reported by institutional investment managers through SEC Form 13F. ANGEL OAK MORTGAGE REIT INC (AOMR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AOMR?
InsiderSet currently tracks 81 institutional managers reporting AOMR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AOMR shareholders.
How much AOMR stock do institutions own?
Institutional investment managers disclosed approximately $151.49M in AOMR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AOMR institutional ownership last updated?
The latest AOMR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AOMR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AOMR position after the reporting date.
Are institutions buying or selling AOMR?
Institutional buying and selling can be analyzed by comparing AOMR positions across consecutive 13F reporting periods. InsiderSet's AOMR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AOMR ownership changes.
How has AOMR institutional ownership changed over time?
InsiderSet tracks AOMR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.