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

Institutions by Trading Activity

Ownership Statistics

24,804,348Shares Outstanding

5,321,513Shares held by institutions

$48,638,629Value of institutional holdings

73.57%Institutional ownership %

4.63%Shares Changed QoQ

75No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Angel Oak Mortgage REIT, Inc. (NYSE:AOMR) is held by 75 institutional firms.

The percentage of Angel Oak Mortgage REIT owned by institutions changed from 72.0% in September 2025 to 73.6% in December 2025, marking a slight up trend.
Institutional share ownership changed by 4.63% QoQ, while the number of institutional owners saw an increase of 2.74% YoY.
During the quarter, 32 institutions bought more Angel Oak Mortgage REIT shares, 28 sold shares, and 15 of the 75 total investors held their position steady.
The total number of shares held by institutions in Angel Oak Mortgage REIT increased to 18.25Mn as of December 2025, a net change of up by 807.77K shares quarter on quarter, and up 958.43K shares year over year.
As of December 31, 2025, MORGAN STANLEY held Angel Oak Mortgage REIT's largest shareholding position with over 5.17Mn shares, representing 20.85% of total outstanding shares.
Among the most significant buyers of Angel Oak Mortgage REIT during December 2025 were VICTORY CAPITAL MANAGEMENT INC (710.49K), RIVERBRIDGE PARTNERS LLC (99.81K), JACOBS ASSET MANAGEMENT, LLC (87.50K), WOLVERINE ASSET MANAGEMENT LLC (83.38K), VANGUARD GROUP INC (74.57K).
Leading sellers of Angel Oak Mortgage REIT stock in December 2025 included Bank of New York Mellon Corp (175.69K), North Ground Capital (139.21K), Alpine Global Management, LLC (81.44K), D. E. Shaw & Co., Inc. (32.57K), TWO SIGMA ADVISERS, LP (27.80K).
The top 10 institutional holders of Angel Oak Mortgage REIT for the quarter ending December 2025 included MORGAN STANLEY (5.17Mn), DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (4.13Mn), VICTORY CAPITAL MANAGEMENT INC (2.22Mn), MASTERS CAPITAL MANAGEMENT LLC (1.00Mn), VANGUARD GROUP INC (948.61K), BlackRock, Inc. (923.65K), STATE STREET CORP (419.40K), GEODE CAPITAL MANAGEMENT, LLC (326.05K), WOLVERINE ASSET MANAGEMENT LLC (289.09K), JACOBS ASSET MANAGEMENT, LLC (287.50K).

75 Institutional Holders

5,321,513 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
MORGAN STANLEY	31 Dec, 2025	5,172,061	-55	0.00%	$44,531,445.00
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	31 Dec, 2025	4,134,210	0	0.00%	$35,595,548.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	2,219,180	710,493	47.09%	$19,107,140.00
MASTERS CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,000,000	0	0.00%	$8,610,000.00
VANGUARD GROUP INC	31 Dec, 2025	948,609	74,574	8.53%	$8,167,523.00
BlackRock, Inc.	31 Dec, 2025	923,654	38,022	4.29%	$7,952,663.00
STATE STREET CORP	31 Dec, 2025	419,396	1,716	0.41%	$3,611,000.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	326,048	12,215	3.89%	$2,808,042.00
WOLVERINE ASSET MANAGEMENT LLC	31 Dec, 2025	289,090	83,381	40.53%	$2,489,065.00
JACOBS ASSET MANAGEMENT, LLC	31 Dec, 2025	287,500	87,500	43.75%	$2,475,375.00
North Ground Capital	31 Dec, 2025	249,628	-139,208	-35.80%	$2,149,297.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	213,181	-22,624	-9.59%	$1,835,491.00
JPMORGAN CHASE & CO	31 Dec, 2025	196,232	50,667	34.81%	$1,689,558.00
RIVERBRIDGE PARTNERS LLC	31 Dec, 2025	182,770	99,811	120.31%	$1,573,652.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	155,999	15,272	10.85%	$1,343,151.00
Penserra Capital Management LLC	31 Dec, 2025	137,404	22,256	19.33%	$1,183.00
UBS Group AG	31 Dec, 2025	128,494	73,086	131.91%	$1,106,333.00
Alpine Global Management, LLC	31 Dec, 2025	125,606	-81,441	-39.33%	$1,081,468.00
Vivaldi Capital Management LP	31 Dec, 2025	118,779	0	0.00%	$1,022,687.00
NORTHERN TRUST CORP	31 Dec, 2025	113,925	-11,917	-9.47%	$980,894.00

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