Angel Oak Mortgage Ownership | Who Owns Angel Oak Mortgage?


OverviewForecastRevenueFinancialsChartTranscripts

Angel Oak Mortgage Ownership Summary


Angel Oak Mortgage is owned by 53.87% institutional investors, 4.21% insiders, and 41.92% retail investors. Morgan stanley is the largest institutional shareholder, holding 22.44% of AOMR shares. Victory Pioneer Multi-Asset Income Y is the top mutual fund, with 3.79% of its assets in Angel Oak Mortgage shares.

AOMR Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAngel Oak Mortgage53.87%4.21%41.92%
SectorReal Estate Stocks 42.65%9.09%48.26%
IndustryMortgage REIT Stocks26.66%5.00%68.34%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley5.17M22.44%$44.53M
Davidson kempner capital management lp4.13M17.62%$38.74M
Victory capital management1.51M6.43%$14.14M
Blackrock1.07M4.34%$14.07M
Masters capital management1.00M4.26%$9.37M
Vanguard group948.61K4.12%$8.17M
Blackrock funding, inc. /de923.65K4.01%$7.95M
State street417.68K1.78%$3.91M
Geode capital management326.05K1.41%$2.81M
Wolverine asset management289.09K1.25%$2.49M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
North ground capital249.63K1.07%$2.15M
Jacobs asset management200.00K1.03%$1.87M
Davidson kempner capital management lp4.13M0.65%$38.74M
Masters capital management1.00M0.34%$9.37M
Alpine global management207.05K0.33%$1.94M
Vivaldi capital management lp116.38K0.16%$1.10M
Rappaport reiches capital management17.92K0.04%$166.31K
Riverbridge partners182.77K0.03%$1.57M
Wolverine asset management289.09K0.02%$2.49M
Penserra capital management137.40K0.01%$1.18M

Top Buyers

HolderShares% AssetsChange
Victory capital management1.51M0.01%1.09M
Alpine global management207.05K0.33%207.05K
Riverbridge partners182.77K0.03%99.81K
State street417.68K0.00%99.09K
Wolverine asset management289.09K0.02%83.38K

Top Sellers

HolderShares% AssetsChange
Canada pension plan investment board---2.11M
Davidson kempner capital management lp4.13M0.65%-595.00K
Amundi---423.18K
1832 asset management---300.00K
Marshall wace, llp---196.08K

New Positions

HolderShares% AssetsChangeValue
Alpine global management207.05K0.33%207.05K$1.94M
Virtu financial16.15K0.01%16.15K$151.00K
Optiver b.v.216.00-216.00$2.02K
Srs capital advisors200.00-200.00$1.87K
Ubs asset management americas48.00-48.00$413.00

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-11.00
Future financial wealth managment-22.00
Roble, belko & company-67.00
Bessemer group-130.00
Coldstream capital management-294.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202553-33.75%12,412,475-30.51%530.93%24-44.19%19-5.00%
Sep 30, 2025761.33%17,640,12655.22%753.20%395.41%20-25.93%
Jun 30, 2025813.85%16,664,344-4.25%711.28%39-13.33%2938.10%
Mar 31, 20257710.00%17,401,7970.67%741.40%4528.57%2123.53%
Dec 31, 202469-4.17%17,279,676-1.86%721.32%34-26.09%1730.77%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Victory Pioneer Multi-Asset Income Y944.06K3.79%-
Vanguard Total Stock Mkt Idx Inv605.08K2.43%8.04K
Amundi Fds Inc Opps I2 USD C566.15K2.27%232.00
Vanguard US Total Market Shares ETF472.82K2.01%-
Pioneer Multi-Asset Income Y297.12K1.26%-
iShares Russell 2000 ETF304.77K1.22%105.23K
Fuh Hwa FTSE Mortgage REITs ETF237.72K1.01%24.32K
WisdomTree Private Credit & Alt Inc186.58K0.79%-
WisdomTree Alternative Income Fund181.91K0.77%-
iShares Mortgage Real Estate Capped ETF169.40K0.68%-1.91K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 20, 2026DAVIDSON KEMPNER CAPITAL MANAGEMENT LP See RemarksSell$3.79M
Nov 18, 2025MINAMI W D-Buy$28.62K
Sep 17, 2025Filson Brandon CFO & TreasurerSell$489.12K
Aug 21, 2025DAVIDSON KEMPNER CAPITAL MANAGEMENT LP See RemarksSell$5.80M
Aug 07, 2025Morgan Jonathan-Buy$45.17K

Insider Transactions Trends


DateBuySell
2025 Q41-
2025 Q312
2025 Q2-1
2024 Q42-
2024 Q318

AOMR Ownership FAQ


Who Owns Angel Oak Mortgage?

Angel Oak Mortgage shareholders are primarily institutional investors at 53.87%, followed by 4.21% insiders and 41.92% retail investors. The average institutional ownership in Angel Oak Mortgage's industry, Mortgage REIT Stocks, is 26.66%, which Angel Oak Mortgage exceeds.

Who owns the most shares of Angel Oak Mortgage?

Angel Oak Mortgage’s largest shareholders are Morgan stanley (5.17M shares, 22.44%), Davidson kempner capital management lp (4.13M shares, 17.62%), and Victory capital management (1.51M shares, 6.43%). Together, they hold 46.50% of Angel Oak Mortgage’s total shares outstanding.

Does Blackrock own Angel Oak Mortgage?

Yes, BlackRock owns 4.34% of Angel Oak Mortgage, totaling 1.07M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14.07M$. In the last quarter, BlackRock increased its holdings by 73.57K shares, a 7.35% change.

Who is Angel Oak Mortgage’s biggest shareholder by percentage of total assets invested?

North ground capital is Angel Oak Mortgage’s biggest shareholder by percentage of total assets invested, with 1.07% of its assets in 249.63K Angel Oak Mortgage shares, valued at 2.15M$.

Who is the top mutual fund holder of Angel Oak Mortgage shares?

Victory Pioneer Multi-Asset Income Y is the top mutual fund holder of Angel Oak Mortgage shares, with 3.79% of its total shares outstanding invested in 944.06K Angel Oak Mortgage shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools