| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 17% | -14% | $40,432,574 | -$5,819,100 | 4,134,210 | -13% | Xylem Finance LLC | 21 Aug 2025 |
| VICTORY CAPITAL MANAGEMENT INC | 6.1% | $13,496,651 | 1,440,411 | Victory Capital Management, Inc. | 30 Sep 2025 |
As of 30 Sep 2025, 77 institutional investors reported holding 17,655,550 shares of Angel Oak Mortgage REIT, Inc. - Common Stock (AOMR). This represents 74% of the company’s total 23,769,158 outstanding shares.
The largest institutional shareholders of Angel Oak Mortgage REIT, Inc. - Common Stock (AOMR) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 22% | 5,172,116 | +0% | 0% | $48,462,728 |
| Davidson Kempner Capital Management LP | 17% | 4,134,210 | -13% | 0.72% | $38,737,548 |
| VICTORY CAPITAL MANAGEMENT INC | 6.3% | 1,508,687 | +257% | 0.01% | $14,136,397 |
| MASTERS CAPITAL MANAGEMENT LLC | 4.2% | 1,000,000 | 0% | 1.5% | $9,370,000 |
| BlackRock, Inc. | 3.7% | 885,632 | -0.89% | 0% | $8,298,374 |
| VANGUARD GROUP INC | 3.7% | 874,035 | +4.2% | 0% | $8,189,708 |
| STATE STREET CORP | 1.8% | 417,680 | +31% | 0% | $3,913,662 |
| North Ground Capital | 1.6% | 388,836 | +94% | 2.2% | $3,643,393 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3% | 313,833 | -2.3% | 0% | $2,941,496 |
| 1832 Asset Management L.P. | 1.3% | 300,000 | 0% | $2,811,000 | |
| WELLS FARGO & COMPANY/MN | 0.99% | 235,805 | +9.4% | 0% | $2,209,493 |
| Bank of New York Mellon Corp | 0.97% | 231,286 | -2.4% | 0% | $2,167,151 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.87% | 205,709 | -8.3% | 0.03% | $1,927,493 |
| JACOBS ASSET MANAGEMENT, LLC | 0.84% | 200,000 | -26% | 1% | $1,874,000 |
| JPMORGAN CHASE & CO | 0.61% | 145,565 | +427% | 0% | $1,363,945 |
| TWO SIGMA INVESTMENTS, LP | 0.59% | 140,727 | +25% | 0% | $1,318,612 |
| NORTHERN TRUST CORP | 0.53% | 125,842 | +1.8% | 0% | $1,179,139 |
| Vivaldi Capital Management LP | 0.5% | 118,779 | +2.1% | 0.16% | $1,112,959 |
| Penserra Capital Management LLC | 0.48% | 115,148 | +3.5% | 0.01% | $1,078,000 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.44% | 103,757 | +584% | 0% | $972,203 |
| AMERIPRISE FINANCIAL INC | 0.39% | 91,764 | +44% | 0% | $859,828 |
| RIVERBRIDGE PARTNERS LLC | 0.35% | 82,959 | +2.2% | 0.01% | $777,329 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.33% | 79,598 | -44% | 0% | $745,833 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.3% | 71,884 | +8.2% | 0% | $673,553 |
| GOLDMAN SACHS GROUP INC | 0.28% | 66,766 | +6.9% | 0% | $625,597 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 184,941 | $1,592,345 | +$695,342 | $8.61 | 4 |
| 2025 Q3 | 17,655,550 | $165,434,016 | +$9,266,370 | $9.37 | 77 |
| 2025 Q2 | 16,665,443 | $157,008,040 | -$6,681,064 | $9.42 | 81 |
| 2025 Q1 | 17,404,344 | $165,662,429 | +$1,034,429 | $9.53 | 77 |
| 2024 Q4 | 17,288,741 | $160,879,046 | -$4,136,917 | $9.28 | 71 |
| 2024 Q3 | 17,607,841 | $183,441,017 | -$31,620,164 | $10.43 | 71 |
| 2024 Q2 | 20,145,870 | $263,456,250 | +$1,776,802 | $13.10 | 56 |
| 2024 Q1 | 20,002,724 | $215,304,590 | -$30,114 | $10.74 | 50 |
| 2023 Q4 | 20,006,664 | $211,955,309 | +$3,932,497 | $10.60 | 50 |
| 2023 Q3 | 14,474,558 | $123,275,617 | -$747,578 | $8.53 | 42 |
| 2023 Q2 | 19,733,601 | $162,549,862 | -$7,835,161 | $8.24 | 45 |
| 2023 Q1 | 28,091,945 | $205,193,246 | -$675,443 | $7.30 | 44 |
| 2022 Q4 | 18,816,590 | $89,000,136 | +$444,825 | $4.73 | 41 |
| 2022 Q3 | 21,229,334 | $253,782,911 | +$2,456,680 | $11.98 | 44 |
| 2022 Q2 | 20,862,830 | $271,123,000 | +$6,880,509 | $12.96 | 42 |
| 2022 Q1 | 20,479,574 | $331,842,000 | +$30,755,925 | $16.41 | 42 |
| 2021 Q4 | 18,351,740 | $301,078,000 | +$5,576,268 | $16.38 | 39 |
| 2021 Q3 | 17,697,255 | $295,162,000 | +$18,904,615 | $16.93 | 34 |
| 2021 Q2 | 16,567,806 | $287,897,000 | +$287,897,351 | $17.87 | 26 |