Angel Oak Mortgage Ownership | Who Owns Angel Oak Mortgage?


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Angel Oak Mortgage Ownership Summary


Angel Oak Mortgage is owned by 71.03% institutional investors, 4.50% insiders, and 24.47% retail investors. Morgan stanley is the largest institutional shareholder, holding 20.88% of AOMR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.22% of its assets in Angel Oak Mortgage shares.

AOMR Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAngel Oak Mortgage71.03%4.50%24.47%
SectorReal Estate Stocks 70.14%9.14%20.72%
IndustryMortgage REIT Stocks51.49%5.03%43.48%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Morgan stanley5.17M20.88%$67.75M
Davidson kempner capital management lp4.73M20.16%$44.55M
Blackrock1.07M4.34%$14.07M
Masters capital management1.00M4.26%$9.42M
Blackrock funding, inc. /de893.62K3.81%$8.42M
Vanguard group823.32K3.47%$7.64M
North ground capital388.84K1.66%$3.64M
State street331.54K1.40%$3.08M
Geode capital management312.46K1.32%$2.90M
Jacobs asset management270.00K1.15%$2.54M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
North ground capital388.84K2.24%$3.64M
Jacobs asset management270.00K1.45%$2.54M
Davidson kempner capital management lp4.73M0.74%$44.55M
Masters capital management1.00M0.37%$9.42M
Vivaldi capital management lp116.38K0.16%$1.10M
Rappaport reiches capital management17.92K0.04%$166.31K
Sanders morris harris16.00K0.02%$149.92K
Islay capital management2.50K0.02%$23.55K
Wolverine asset management205.71K0.01%$1.93M
Riverbridge partners82.96K0.01%$777.33K

Top Buyers

HolderShares% AssetsChange
North ground capital388.84K2.24%188.84K
Blackrock1.07M0.00%73.57K
Wells fargo & company/mn184.97K0.00%70.99K
Ameriprise financial82.22K0.00%50.74K
Millennium management102.22K0.00%34.98K

Top Sellers

HolderShares% AssetsChange
Canada pension plan investment board---2.11M
Davidson kempner capital management lp4.73M0.74%-452.66K
Amundi---423.18K
Alpine global management---102.97K
Masters capital management1.00M0.37%-100.00K

New Positions

HolderShares% AssetsChangeValue
Invesco31.83K0.00%31.83K$417.01K
Hrt financial lp29.75K0.00%29.75K$280.00K
Bnp paribas arbitrage, snc8.22K-8.22K$76.27K
Islay capital management2.50K0.02%2.50K$23.55K
Strategic wealth partners1.95K0.00%1.95K$18.32K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-11.00
Srs capital advisors-99.00
Coldstream capital management-294.00
Creative capital management investments-397.00
Corecap advisors-500.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20247228.57%17,607,982-12.60%741.12%4648.39%13-7.14%
Jun 30, 20245612.00%20,145,8750.72%811.25%3172.22%14-33.33%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv526.45K2.22%-11.61K
Vanguard US Total Market Shares ETF472.82K2.01%-
iShares Russell 2000 ETF303.80K1.28%-
Pioneer Multi-Asset Income Y297.12K1.26%-
Victory Pioneer Multi-Asset Income Y297.44K1.25%321.00
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 ETF159.53K0.67%-
Vanguard Institutional Extnd Mkt Idx Tr145.53K0.61%-49.47K

Recent Insider Transactions


DateNameRoleActivityValue
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
May 15, 2025DAVIDSON KEMPNER CAPITAL MANAGEMENT LP See RemarksSell$4.41M
Dec 18, 2024Morgan Jonathan-Buy$45.48K

Insider Transactions Trends


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

AOMR Ownership FAQ


Who Owns Angel Oak Mortgage?

Angel Oak Mortgage shareholders are primarily institutional investors at 71.03%, followed by 4.50% insiders and 24.47% retail investors. The average institutional ownership in Angel Oak Mortgage's industry, Mortgage REIT Stocks, is 51.49%, 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, 20.88%), Davidson kempner capital management lp (4.73M shares, 20.16%), and Blackrock (1.07M shares, 4.34%). Together, they hold 45.37% 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 2.24% of its assets in 388.84K Angel Oak Mortgage shares, valued at 3.64M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Angel Oak Mortgage shares, with 2.22% of its total shares outstanding invested in 526.45K Angel Oak Mortgage shares.

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