ANGEL OAK MORTGAGE REIT INC (AOMR)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
80
Reporting holders
$149.3M
Reported value
70.9%
Of shares outstanding
0.0%
Held as options
-1
Holder change
Institutions report 16,451,000 shares against 23,214,877 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $47.0M | 5,172,061 | 0.00% | 21q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $19.4M | 2,138,589 | 0.01% | 5q | +30.1%+$4.5M |
| Davidson Kempner Capital Management LP | $16.9M | 1,858,320 | 0.20% | 21q | -49.1%-$16.3M |
| BlackRock, Inc. | $12.2M | 1,344,764 | 0.00% | 8q | +48.3%+$4.0M |
| MASTERS CAPITAL MANAGEMENT LLC | $9.1M | 1,000,000 | 0.23% | 21q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.0M | 884,284 | 0.00% | 2q | +13.4%+$949.7K |
| JACOBS ASSET MANAGEMENT, LLC | $4.0M | 444,585 | 2.54% | 8q | +18.6%+$631.8K |
| STATE STREET CORP | $3.9M | 431,427 | 0.00% | 20q | +3.5%+$133.4K |
| WOLVERINE ASSET MANAGEMENT LLC | $3.6M | 399,630 | 0.03% | 8q | +73.8%+$1.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $3.6M | 397,428 | 0.00% | 20q | +4.7%+$162.1K |
| WELLS FARGO & COMPANY/MN | $2.0M | 222,684 | 0.00% | 21q | -47.3%-$1.8M |
| RIVERBRIDGE PARTNERS LLC | $1.8M | 199,078 | 0.05% | 5q | +0.9%+$15.3K |
| JPMORGAN CHASE & CO | $1.7M | 184,255 | 0.00% | 20q | -68.0%-$3.5M |
| North Ground Capital | $1.5M | 164,369 | 1.79% | 7q | +20.5%+$253.7K |
| UBS Group AG | $1.4M | 150,817 | 0.00% | 21q | +58.2%+$503.7K |
| NORTHERN TRUST CORP | $1.3M | 145,905 | 0.00% | 20q | +17.2%+$194.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0M | 114,287 | 0.00% | 2q | +38.0%+$285.9K |
| VANGUARD FIDUCIARY TRUST CO | $957.5K | 105,453 | 0.00% | 2q | +10.0%+$87.3K |
| GOLDMAN SACHS GROUP INC | $927.0K | 102,092 | 0.00% | 21q | +8.7%+$74.1K |
| RENAISSANCE TECHNOLOGIES LLC | $870.4K | 95,863 | 0.00% | 11q | +207.0%+$586.9K |
| AMERIPRISE FINANCIAL INC | $833.5K | 91,293 | 0.00% | 19q | -53.7%-$966.4K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $736.5K | 81,107 | 0.00% | 8q | -10.6%-$87.5K |
| STATE OF WISCONSIN INVESTMENT BOARD | $655.7K | 72,219 | 0.00% | 15q | +6.6%+$40.3K |
| Bank of New York Mellon Corp | $485.0K | 53,416 | 0.00% | 20q | +9.7%+$42.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $389.1K | 42,856 | 0.00% | 20q | +2.9%+$11.1K |
| Sixth Street Partners Management Company, L.P. | $389.1K | 42,856 | 0.00% | new | NEW |
| Alpine Global Management, LLC | $386.8K | 42,603 | 0.06% | 2q | -31.8%-$180.1K |
| Odyssean, LLC | $379.5K | 41,791 | 0.06% | 2q | +317.6%+$288.6K |
| AQR CAPITAL MANAGEMENT LLC | $370.4K | 40,797 | 0.00% | 5q | +166.6%+$231.5K |
| RHUMBLINE ADVISERS | $284.4K | 31,317 | 0.00% | 17q | +6.5%+$17.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $249.2K | 27,443 | 0.00% | 7q | +1.2%+$3.0K |
| Invesco Ltd. | $240.5K | 26,485 | 0.00% | 6q | +32.6%+$59.1K |
| State of Wyoming | $213.2K | 23,482 | 0.02% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $195.5K | 23,780 | 0.00% | 9q | +16.7%+$27.9K |
| STIFEL FINANCIAL CORP | $179.0K | 19,719 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $175.3K | 19,305 | 0.00% | new | NEW |
| MARINER INVESTMENT GROUP LLC | $161.2K | 17,754 | 0.03% | 2q | HELD |
| Russell Investments Group, Ltd. | $159.2K | 17,532 | 0.00% | 14q | +28.3%+$35.1K |
| SANDERS MORRIS HARRIS LLC | $145.3K | 16,000 | 0.08% | 2q | HELD |
| DEUTSCHE BANK AG\ | $140.6K | 15,485 | 0.00% | 20q | +3.5%+$4.7K |
| FMR LLC | $136.5K | 15,034 | 0.00% | 16q | +1.0%+$1.4K |
| Nuveen, LLC | $134.3K | 14,793 | 0.00% | 6q | -7.9%-$11.5K |
| PRUDENTIAL FINANCIAL INC | $109.6K | 12,070 | 0.00% | 3q | +5.5%+$5.7K |
| D. E. Shaw & Co., Inc. | $107.8K | 11,876 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $105.7K | 11,645 | 0.00% | 11q | -59.4%-$154.7K |
| BRIGHTON JONES LLC | $100.2K | 11,041 | 0.00% | 2q | +6.3%+$6.0K |
| CITIGROUP INC | $70.9K | 7,811 | 0.00% | 13q | +1019.1%+$64.6K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $70.5K | 7,760 | 0.00% | 9q | +20.5%+$12.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $63.3K | 6,968 | 0.00% | 20q | HELD |
| NISA INVESTMENT ADVISORS, LLC | $62.9K | 6,929 | 0.00% | 19q | +243.5%+$44.6K |
| OSAIC HOLDINGS, INC. | $59.8K | 6,585 | 0.00% | 14q | +3.1%+$1.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $58.1K | 6,400 | 0.00% | 4q | HELD |
| Vanguard Global Advisers, LLC | $42.7K | 4,702 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $28.1K | 3,099 | 0.00% | 6q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $23.8K | 2,621 | 0.00% | 7q | -13.6%-$3.7K |
| BARCLAYS PLC | $23.7K | 2,610 | 0.00% | 18q | -21.9%-$6.7K |
| STRS OHIO | $23.6K | 2,600 | 0.00% | 20q | HELD |
| ISLAY CAPITAL MANAGEMENT, LLC | $22.7K | 2,500 | 0.01% | 5q | HELD |
| PNC Financial Services Group, Inc. | $16.2K | 1,789 | 0.00% | new | NEW |
| Legal & General Group Plc | $15.7K | 1,732 | 0.00% | 21q | +65.1%+$6.2K |
| Ameritas Investment Partners, Inc. | $13.9K | 1,529 | 0.00% | 20q | +174.5%+$8.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $11.5K | 1,267 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $9.4K | 1,035 | 0.00% | 21q | -69.4%-$21.3K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.5K | 716 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $6.0K | 666 | 0.00% | new | NEW |
| MCF Advisors LLC | $5.0K | 552 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $5.0K | 530 | 0.00% | 21q | -86.9%-$33.1K |
| Sterling Capital Management LLC | $1.7K | 182 | 0.00% | 8q | -44.7%-$1.3K |
| ROTHSCHILD INVESTMENT LLC | $1.5K | 170 | 0.00% | 7q | +28.8% |
| Integrated Wealth Concepts LLC | $1.4K | 159 | 0.00% | new | NEW |
| Penserra Capital Management LLC | $1.4K | 151,336 | 0.01% | 7q | +7.0% |
| GAMMA Investing LLC | $1.4K | 149 | 0.00% | 5q | +122.4% |
| IFP Advisors, Inc | $935 | 103 | 0.00% | 5q | +1960.0% |
| Cornerstone Financial Management LLC | $599 | 66 | 0.00% | 3q | HELD |
| Allworth Financial LP | $591 | 65 | 0.00% | 3q | +306.2% |
| EverSource Wealth Advisors, LLC | $527 | 58 | 0.00% | 6q | +52.6% |
| Farther Finance Advisors, LLC | $253 | 28 | 0.00% | 11q | +833.3% |
| True Wealth Design, LLC | $182 | 20 | 0.00% | 6q | +100.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $93 | 10,222 | 0.00% | 2q | HELD |
| Essential Partners LLC | $45 | 5 | 0.00% | 5q | -78.3% |
| Clearstead Advisors, LLC | $20 | 2 | 0.00% | new | NEW |
| GHP Investment Advisors, Inc. | $19 | 2 | 0.00% | 2q | HELD |
| Covestor Ltd | $1 | 154 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13D/A | Xylem Finance LLCwith 2 co-filers | 5.0% |
| 2026-07-27 | 13G | BlackRock, Inc. | 5.4% |
| 2026-07-16 | 13D/A | Xylem Finance LLCwith 2 co-filers | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | $149.3M | 16,451,000 | 11 | 42 | 14 | 0.0% |
| Q1 2026 | 81 | $144.0M | 17,516,675 | 11 | 27 | 24 | 0.0% |
| Q4 2025 | 76 | $155.4M | 18,047,349 | 9 | 20 | 28 | 0.0% |
| Q3 2025 | 73 | $165.5M | 17,682,471 | 6 | 29 | 19 | 0.0% |
| Q2 2025 | 75 | $155.8M | 16,542,953 | 12 | 24 | 27 | 0.0% |
| Q1 2025 | 72 | $164.6M | 17,304,838 | 11 | 29 | 19 | 0.0% |
| Q4 2024 | 67 | $159.8M | 17,188,478 | 5 | 26 | 18 | 0.0% |
| Q3 2024 | 69 | $183.2M | 17,596,011 | 18 | 23 | 12 | 0.0% |
| Q2 2024 | 56 | $263.5M | 20,152,711 | 10 | 17 | 15 | 0.0% |
| Q1 2024 | 46 | $326.2M | 30,329,048 | 4 | 13 | 15 | 0.0% |
| Q4 2023 | 47 | $266.6M | 25,164,030 | 7 | 16 | 12 | 0.0% |
| Q3 2023 | 41 | $167.4M | 19,642,590 | 1 | 12 | 18 | 0.0% |
| Q2 2023 | 43 | $162.4M | 19,717,097 | 5 | 11 | 14 | 0.0% |
| Q1 2023 | 38 | $204.9M | 28,050,349 | 3 | 17 | 8 | 0.0% |
| Q4 2022 | 35 | $66.0M | 13,069,851 | 4 | 12 | 9 | 0.0% |
| Q3 2022 | 44 | $253.8M | 21,229,334 | 3 | 15 | 14 | 0.0% |
| Q2 2022 | 43 | $273.1M | 21,017,843 | 5 | 21 | 8 | 0.0% |
| Q1 2022 | 42 | $331.8M | 20,479,574 | 6 | 17 | 9 | 0.0% |
| Q4 2021 | 39 | $301.1M | 18,351,740 | 7 | 15 | 7 | 0.0% |
| Q3 2021 | 34 | $295.2M | 17,697,255 | 18 | 9 | 2 | 0.0% |
| Q2 2021 | 26 | $287.9M | 16,567,806 | 26 | 0 | 0 | 0.0% |