Angel Oak Mortgage Ownership | Who Owns Angel Oak Mortgage?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Angel Oak Mortgage | 71.03% | 4.50% | 24.47% |
| Sector | Real Estate Stocks | 70.14% | 9.14% | 20.72% |
| Industry | Mortgage REIT Stocks | 51.49% | 5.03% | 43.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Morgan stanley | 5.17M | 20.88% | $67.75M |
| Davidson kempner capital management lp | 4.73M | 20.16% | $44.55M |
| Blackrock | 1.07M | 4.34% | $14.07M |
| Masters capital management | 1.00M | 4.26% | $9.42M |
| Blackrock funding, inc. /de | 893.62K | 3.81% | $8.42M |
| Vanguard group | 823.32K | 3.47% | $7.64M |
| North ground capital | 388.84K | 1.66% | $3.64M |
| State street | 331.54K | 1.40% | $3.08M |
| Geode capital management | 312.46K | 1.32% | $2.90M |
| Jacobs asset management | 270.00K | 1.15% | $2.54M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| North ground capital | 388.84K | 2.24% | $3.64M |
| Jacobs asset management | 270.00K | 1.45% | $2.54M |
| Davidson kempner capital management lp | 4.73M | 0.74% | $44.55M |
| Masters capital management | 1.00M | 0.37% | $9.42M |
| Vivaldi capital management lp | 116.38K | 0.16% | $1.10M |
| Rappaport reiches capital management | 17.92K | 0.04% | $166.31K |
| Sanders morris harris | 16.00K | 0.02% | $149.92K |
| Islay capital management | 2.50K | 0.02% | $23.55K |
| Wolverine asset management | 205.71K | 0.01% | $1.93M |
| Riverbridge partners | 82.96K | 0.01% | $777.33K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| North ground capital | 388.84K | 2.24% | 188.84K |
| Blackrock | 1.07M | 0.00% | 73.57K |
| Wells fargo & company/mn | 184.97K | 0.00% | 70.99K |
| Ameriprise financial | 82.22K | 0.00% | 50.74K |
| Millennium management | 102.22K | 0.00% | 34.98K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Canada pension plan investment board | - | - | -2.11M |
| Davidson kempner capital management lp | 4.73M | 0.74% | -452.66K |
| Amundi | - | - | -423.18K |
| Alpine global management | - | - | -102.97K |
| Masters capital management | 1.00M | 0.37% | -100.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Invesco | 31.83K | 0.00% | 31.83K | $417.01K |
| Hrt financial lp | 29.75K | 0.00% | 29.75K | $280.00K |
| Bnp paribas arbitrage, snc | 8.22K | - | 8.22K | $76.27K |
| Islay capital management | 2.50K | 0.02% | 2.50K | $23.55K |
| Strategic wealth partners | 1.95K | 0.00% | 1.95K | $18.32K |
Sold Out
| Holder | Change |
|---|---|
| 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
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 72 | 28.57% | 17,607,982 | -12.60% | 74 | 1.12% | 46 | 48.39% | 13 | -7.14% |
| Jun 30, 2024 | 56 | 12.00% | 20,145,875 | 0.72% | 81 | 1.25% | 31 | 72.22% | 14 | -33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 526.45K | 2.22% | -11.61K |
| Vanguard US Total Market Shares ETF | 472.82K | 2.01% | - |
| iShares Russell 2000 ETF | 303.80K | 1.28% | - |
| Pioneer Multi-Asset Income Y | 297.12K | 1.26% | - |
| Victory Pioneer Multi-Asset Income Y | 297.44K | 1.25% | 321.00 |
| 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 | 159.53K | 0.67% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 145.53K | 0.61% | -49.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 15, 2025 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | See Remarks | Sell | $4.41M |
| Dec 18, 2024 | Morgan Jonathan | - | Buy | $45.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 1 | 2 |
| 2025 Q2 | - | 1 |
| 2024 Q4 | 2 | - |
| 2024 Q3 | 1 | 8 |
| 2024 Q2 | - | - |
AOMR Ownership FAQ
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