Angel Oak Mortgage Ownership | Who Owns Angel Oak Mortgage?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Angel Oak Mortgage | 53.87% | 4.21% | 41.92% |
| Sector | Real Estate Stocks | 42.65% | 9.09% | 48.26% |
| Industry | Mortgage REIT Stocks | 26.66% | 5.00% | 68.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 5.17M | 22.44% | $44.53M |
| Davidson kempner capital management lp | 4.13M | 17.62% | $38.74M |
| Victory capital management | 1.51M | 6.43% | $14.14M |
| Blackrock | 1.07M | 4.34% | $14.07M |
| Masters capital management | 1.00M | 4.26% | $9.37M |
| Vanguard group | 948.61K | 4.12% | $8.17M |
| Blackrock funding, inc. /de | 923.65K | 4.01% | $7.95M |
| State street | 417.68K | 1.78% | $3.91M |
| Geode capital management | 326.05K | 1.41% | $2.81M |
| Wolverine asset management | 289.09K | 1.25% | $2.49M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North ground capital | 249.63K | 1.07% | $2.15M |
| Jacobs asset management | 200.00K | 1.03% | $1.87M |
| Davidson kempner capital management lp | 4.13M | 0.65% | $38.74M |
| Masters capital management | 1.00M | 0.34% | $9.37M |
| Alpine global management | 207.05K | 0.33% | $1.94M |
| Vivaldi capital management lp | 116.38K | 0.16% | $1.10M |
| Rappaport reiches capital management | 17.92K | 0.04% | $166.31K |
| Riverbridge partners | 182.77K | 0.03% | $1.57M |
| Wolverine asset management | 289.09K | 0.02% | $2.49M |
| Penserra capital management | 137.40K | 0.01% | $1.18M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 1.51M | 0.01% | 1.09M |
| Alpine global management | 207.05K | 0.33% | 207.05K |
| Riverbridge partners | 182.77K | 0.03% | 99.81K |
| State street | 417.68K | 0.00% | 99.09K |
| Wolverine asset management | 289.09K | 0.02% | 83.38K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canada pension plan investment board | - | - | -2.11M |
| Davidson kempner capital management lp | 4.13M | 0.65% | -595.00K |
| Amundi | - | - | -423.18K |
| 1832 asset management | - | - | -300.00K |
| Marshall wace, llp | - | - | -196.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Alpine global management | 207.05K | 0.33% | 207.05K | $1.94M |
| Virtu financial | 16.15K | 0.01% | 16.15K | $151.00K |
| Optiver b.v. | 216.00 | - | 216.00 | $2.02K |
| Srs capital advisors | 200.00 | - | 200.00 | $1.87K |
| Ubs asset management americas | 48.00 | - | 48.00 | $413.00 |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 53 | -33.75% | 12,412,475 | -30.51% | 53 | 0.93% | 24 | -44.19% | 19 | -5.00% |
| Sep 30, 2025 | 76 | 1.33% | 17,640,126 | 55.22% | 75 | 3.20% | 39 | 5.41% | 20 | -25.93% |
| Jun 30, 2025 | 81 | 3.85% | 16,664,344 | -4.25% | 71 | 1.28% | 39 | -13.33% | 29 | 38.10% |
| Mar 31, 2025 | 77 | 10.00% | 17,401,797 | 0.67% | 74 | 1.40% | 45 | 28.57% | 21 | 23.53% |
| Dec 31, 2024 | 69 | -4.17% | 17,279,676 | -1.86% | 72 | 1.32% | 34 | -26.09% | 17 | 30.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Victory Pioneer Multi-Asset Income Y | 944.06K | 3.79% | - |
| Vanguard Total Stock Mkt Idx Inv | 605.08K | 2.43% | 8.04K |
| Amundi Fds Inc Opps I2 USD C | 566.15K | 2.27% | 232.00 |
| Vanguard US Total Market Shares ETF | 472.82K | 2.01% | - |
| Pioneer Multi-Asset Income Y | 297.12K | 1.26% | - |
| iShares Russell 2000 ETF | 304.77K | 1.22% | 105.23K |
| Fuh Hwa FTSE Mortgage REITs ETF | 237.72K | 1.01% | 24.32K |
| WisdomTree Private Credit & Alt Inc | 186.58K | 0.79% | - |
| WisdomTree Alternative Income Fund | 181.91K | 0.77% | - |
| iShares Mortgage Real Estate Capped ETF | 169.40K | 0.68% | -1.91K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 20, 2026 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | See Remarks | Sell | $3.79M |
| Nov 18, 2025 | MINAMI W D | - | Buy | $28.62K |
| Sep 17, 2025 | Filson Brandon | CFO & Treasurer | Sell | $489.12K |
| Aug 21, 2025 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | See Remarks | Sell | $5.80M |
| Aug 07, 2025 | Morgan Jonathan | - | Buy | $45.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 1 | - |
| 2025 Q3 | 1 | 2 |
| 2025 Q2 | - | 1 |
| 2024 Q4 | 2 | - |
| 2024 Q3 | 1 | 8 |
AOMR Ownership FAQ
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