AOMR US Equity

Angel Oak Mortgage REIT, Inc.

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Real Estate · Real Estate · CIK 1766478 · FYE 1231

$8.97

+0.04 (+0.45%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding AOMR · 2026-Q1 methodology → sources →

83 holders

% of shares outstanding held

69.6%

Shares held (13F)

17,348,100

Reporting holders

Top holders

largest 83 of 83 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	5,172,0615.2M	$43M	20.76%	—
2	Davidson Kempner Capital Management LP	3,652,6733.7M	$30M	14.66%	TRIM -12%
3	VICTORY CAPITAL MANAGEMENT INC	1,643,3821.6M	$14M	6.60%	TRIM -26%
4	MASTERS CAPITAL MANAGEMENT LLC	1,000,0001.0M	$8M	4.01%	—
5	BlackRock, Inc.	906,638906,638	$7M	3.64%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	779,690779,690	$6M	3.13%	NEW†
7	JPMORGAN CHASE & CO	575,035575,035	$5M	2.31%	ADD 193%
8	STATE STREET CORP	416,735416,735	$3M	1.67%	—
9	GEODE CAPITAL MANAGEMENT, LLC	379,576379,576	$3M	1.52%	ADD 16%
10	JACOBS ASSET MANAGEMENT, LLC	375,000375,000	$3M	1.51%	ADD 30%
11	WOLVERINE ASSET MANAGEMENT LLC	229,882229,882	$2M	0.92%	TRIM -20%
12	WELLS FARGO & COMPANY/MN	211,297211,297	$2M	0.85%	—
13	RIVERBRIDGE PARTNERS LLC	197,392197,392	$2M	0.79%	ADD 8%
14	Penserra Capital Management LLC	141,379141,379	$1M	0.57%	ADD 3%
15	North Ground Capital	136,424136,424	$1M	0.55%	TRIM -45%
16	NORTHERN TRUST CORP	124,520124,520	$1M	0.50%	ADD 9%
17	Vivaldi Capital Management LP	113,287113,287	$931,219	0.45%	TRIM -5%
18	AMERIPRISE FINANCIAL INC	98,56998,569	$810,237	0.40%	ADD 8%
19	VANGUARD FIDUCIARY TRUST CO	95,83895,838	$787,788	0.38%	NEW
20	UBS Group AG	95,33995,339	$783,686	0.38%	TRIM -26%
21	GOLDMAN SACHS GROUP INC	93,92693,926	$772,072	0.38%	ADD 6%
22	JACOBS LEVY EQUITY MANAGEMENT, INC	90,74190,741	$745,891	0.36%	TRIM -10%
23	VANGUARD PORTFOLIO MANAGEMENT LLC	82,80082,800	$680,616	0.33%	NEW
24	TWO SIGMA INVESTMENTS, LP	74,77474,774	$614,642	0.30%	TRIM -52%
25	STATE OF WISCONSIN INVESTMENT BOARD	67,77667,776	$557,119	0.27%	TRIM -23%
26	Alpine Global Management, LLC	62,43862,438	$513,240	0.25%	NEW
27	Bank of New York Mellon Corp	48,71448,714	$400,433	0.20%	TRIM -12%
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	41,63941,639	$342,273	0.17%	TRIM -6%
29	MILLENNIUM MANAGEMENT LLC	40,75040,750	$334,965	0.16%	NEW
30	RENAISSANCE TECHNOLOGIES LLC	31,22331,223	$256,653	0.13%	ADD 7%
31	RHUMBLINE ADVISERS	29,41929,419	$241,813	0.12%	—
32	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	28,68228,682	$235,766	0.12%	TRIM -48%
33	VOYA INVESTMENT MANAGEMENT LLC	27,11627,116	$222,894	0.11%	—
34	ALLIANCEBERNSTEIN L.P.	20,38020,380	$175,472	0.08%	—
35	Invesco Ltd.	19,97819,978	$164,219	0.08%	TRIM -44%
36	MARINER INVESTMENT GROUP LLC	17,75417,754	$145,938	0.07%	NEW
37	Vident Advisory, LLC	17,16617,166	$141,105	0.07%	NEW
38	Nuveen, LLC	16,06216,062	$132,030	0.06%	—
39	SANDERS MORRIS HARRIS LLC	16,00016,000	$131,520	0.06%	NEW
40	AQR CAPITAL MANAGEMENT LLC	15,30315,303	$125,793	0.06%	ADD 19%
41	DEUTSCHE BANK AG\	14,96314,963	$122,996	0.06%	—
42	FMR LLC	14,88214,882	$122,333	0.06%	TRIM -9%
43	Qube Research & Technologies Ltd	13,84113,841	$113,773	0.06%	ADD 7%
44	Russell Investments Group, Ltd.	13,66113,661	$112,297	0.05%	ADD 161%
45	BANK OF AMERICA CORP /DE/	11,49011,490	$94,448	0.05%	ADD 23%
46	PRUDENTIAL FINANCIAL INC	11,44011,440	$94,037	0.05%	ADD 12%
47	PRICE T ROWE ASSOCIATES INC /MD/	10,22210,222	$85,000	0.04%	NEW
48	Odyssean, LLC	10,00810,008	$82,266	0.04%	NEW
49	NEW YORK STATE COMMON RETIREMENT FUND	6,9686,968	$57,277	0.03%	—
50	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,4386,438	$52,920	0.03%	ADD 3%
51	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	6,4006,400	$52,608	0.03%	TRIM -32%
52	OSAIC HOLDINGS, INC.	6,3876,387	$52,502	0.03%	ADD 17%
53	Vanguard Global Advisers, LLC	4,7024,702	$38,650	0.02%	NEW
54	ROYAL BANK OF CANADA	4,0624,062	$33,000	0.02%	ADD 94%
55	Tower Research Capital LLC (TRC)	3,3863,386	$27,833	0.01%	ADD 237%
56	BARCLAYS PLC	3,3433,343	$27,479	0.01%	TRIM -84%
57	Police & Firemen's Retirement System of New Jersey	3,0993,099	$25,474	0.01%	—
58	BNP PARIBAS FINANCIAL MARKETS	3,0333,033	$24,931	0.01%	ADD 3%
59	STRS OHIO	2,6002,600	$21,372	0.01%	—
60	ISLAY CAPITAL MANAGEMENT, LLC	2,5002,500	$20,550	0.01%	—
61	NISA INVESTMENT ADVISORS, LLC	2,0172,017	$16,580	0.01%	TRIM -5%
62	Legal & General Group Plc	1,0491,049	$8,623	0.00%	TRIM -8%
63	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	735735	$6,042	0.00%	TRIM -12%
64	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	716716	$5,886	0.00%	ADD 1392%
65	CITIGROUP INC	698698	$5,737	0.00%	ADD 102%
66	CWM, LLC	601601	$4,940	0.00%	ADD 59%
67	Ameritas Investment Partners, Inc.	557557	$4,579	0.00%	—
68	Sterling Capital Management LLC	329329	$2,704	0.00%	TRIM -37%
69	ROTHSCHILD INVESTMENT LLC	132132	$1,085	0.00%	ADD 103%
70	Optiver Holding B.V.	120120	$986	0.00%	TRIM -44%
71	GAMMA Investing LLC	6767	$551	0.00%	ADD 97%
72	Cornerstone Financial Management LLC	6666	$543	0.00%	—
73	Bare Financial Services, Inc	6060	$493	0.00%	NEW
74	EverSource Wealth Advisors, LLC	3838	$313	0.00%	ADD 217%
75	Essential Partners LLC	2323	$189	0.00%	ADD 667%
76	Allworth Financial LP	1616	$132	0.00%	ADD 1500%
77	Root Financial Partners, LLC	1616	$132	0.00%	NEW
78	True Wealth Design, LLC	1010	$83	0.00%	—
79	IFP Advisors, Inc	55	$41	0.00%	TRIM -50%
80	Farther Finance Advisors, LLC	33	$24	0.00%	—
81	GHP Investment Advisors, Inc.	22	$17	0.00%	NEW
82	MAI Capital Management	11	$9	0.00%	NEW
83	Covestor Ltd	5656	$0	0.00%	TRIM -75%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

5.2M

$43M

Davidson Kempner Capital Management LP

5.2M

4.7M

4.1M

3.7M

$30M

VICTORY CAPITAL MANAGEMENT INC

—

423K

1.5M

2.2M

1.6M

$14M

MASTERS CAPITAL MANAGEMENT LLC

1.1M

1.0M

$8M

BlackRock, Inc.

1.0M

942K

894K

886K

924K

907K

$7M

VANGUARD CAPITAL MANAGEMENT LLC

—

780K

$6M

JPMORGAN CHASE & CO

29K

103K

28K

291K

196K

575K

$5M

STATE STREET CORP

332K

308K

319K

418K

419K

417K

$3M

GEODE CAPITAL MANAGEMENT, LLC

312K

316K

321K

314K

326K

380K

$3M

JACOBS ASSET MANAGEMENT, LLC

342K

274K

270K

200K

288K

375K

$3M

WOLVERINE ASSET MANAGEMENT LLC

64K

86K

224K

206K

289K

230K

$2M

WELLS FARGO & COMPANY/MN

185K

197K

216K

236K

213K

211K

$2M

RIVERBRIDGE PARTNERS LLC

—

81K

83K

183K

197K

$2M

Penserra Capital Management LLC

97K

117K

111K

115K

137K

141K

$1M

North Ground Capital

118K

168K

200K

389K

250K

136K

$1M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

17,348,100

69.6%

$143M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · AOMR

Activists — 13D, active intent

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP5.01%NEWSCHEDULE 13D/A · Amd 9 · event 2026-07-14SEC →

1,158,320 shares · 3 reporting persons

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

5.4%

QII

2026-06-30

SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding AOMR · 2026-Q1 methodology → sources →

83 holders

% of shares outstanding held

69.6%

Shares held (13F)

17,348,100

Reporting holders

Top holders

largest 83 of 83 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	MORGAN STANLEY	5,172,0615.2M	$43M	20.76%	—
2	Davidson Kempner Capital Management LP	3,652,6733.7M	$30M	14.66%	TRIM -12%
3	VICTORY CAPITAL MANAGEMENT INC	1,643,3821.6M	$14M	6.60%	TRIM -26%
4	MASTERS CAPITAL MANAGEMENT LLC	1,000,0001.0M	$8M	4.01%	—
5	BlackRock, Inc.	906,638906,638	$7M	3.64%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	779,690779,690	$6M	3.13%	NEW†
7	JPMORGAN CHASE & CO	575,035575,035	$5M	2.31%	ADD 193%
8	STATE STREET CORP	416,735416,735	$3M	1.67%	—
9	GEODE CAPITAL MANAGEMENT, LLC	379,576379,576	$3M	1.52%	ADD 16%
10	JACOBS ASSET MANAGEMENT, LLC	375,000375,000	$3M	1.51%	ADD 30%
11	WOLVERINE ASSET MANAGEMENT LLC	229,882229,882	$2M	0.92%	TRIM -20%
12	WELLS FARGO & COMPANY/MN	211,297211,297	$2M	0.85%	—
13	RIVERBRIDGE PARTNERS LLC	197,392197,392	$2M	0.79%	ADD 8%
14	Penserra Capital Management LLC	141,379141,379	$1M	0.57%	ADD 3%
15	North Ground Capital	136,424136,424	$1M	0.55%	TRIM -45%
16	NORTHERN TRUST CORP	124,520124,520	$1M	0.50%	ADD 9%
17	Vivaldi Capital Management LP	113,287113,287	$931,219	0.45%	TRIM -5%
18	AMERIPRISE FINANCIAL INC	98,56998,569	$810,237	0.40%	ADD 8%
19	VANGUARD FIDUCIARY TRUST CO	95,83895,838	$787,788	0.38%	NEW
20	UBS Group AG	95,33995,339	$783,686	0.38%	TRIM -26%
21	GOLDMAN SACHS GROUP INC	93,92693,926	$772,072	0.38%	ADD 6%
22	JACOBS LEVY EQUITY MANAGEMENT, INC	90,74190,741	$745,891	0.36%	TRIM -10%
23	VANGUARD PORTFOLIO MANAGEMENT LLC	82,80082,800	$680,616	0.33%	NEW
24	TWO SIGMA INVESTMENTS, LP	74,77474,774	$614,642	0.30%	TRIM -52%
25	STATE OF WISCONSIN INVESTMENT BOARD	67,77667,776	$557,119	0.27%	TRIM -23%
26	Alpine Global Management, LLC	62,43862,438	$513,240	0.25%	NEW
27	Bank of New York Mellon Corp	48,71448,714	$400,433	0.20%	TRIM -12%
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	41,63941,639	$342,273	0.17%	TRIM -6%
29	MILLENNIUM MANAGEMENT LLC	40,75040,750	$334,965	0.16%	NEW
30	RENAISSANCE TECHNOLOGIES LLC	31,22331,223	$256,653	0.13%	ADD 7%
31	RHUMBLINE ADVISERS	29,41929,419	$241,813	0.12%	—
32	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	28,68228,682	$235,766	0.12%	TRIM -48%
33	VOYA INVESTMENT MANAGEMENT LLC	27,11627,116	$222,894	0.11%	—
34	ALLIANCEBERNSTEIN L.P.	20,38020,380	$175,472	0.08%	—
35	Invesco Ltd.	19,97819,978	$164,219	0.08%	TRIM -44%
36	MARINER INVESTMENT GROUP LLC	17,75417,754	$145,938	0.07%	NEW
37	Vident Advisory, LLC	17,16617,166	$141,105	0.07%	NEW
38	Nuveen, LLC	16,06216,062	$132,030	0.06%	—
39	SANDERS MORRIS HARRIS LLC	16,00016,000	$131,520	0.06%	NEW
40	AQR CAPITAL MANAGEMENT LLC	15,30315,303	$125,793	0.06%	ADD 19%
41	DEUTSCHE BANK AG\	14,96314,963	$122,996	0.06%	—
42	FMR LLC	14,88214,882	$122,333	0.06%	TRIM -9%
43	Qube Research & Technologies Ltd	13,84113,841	$113,773	0.06%	ADD 7%
44	Russell Investments Group, Ltd.	13,66113,661	$112,297	0.05%	ADD 161%
45	BANK OF AMERICA CORP /DE/	11,49011,490	$94,448	0.05%	ADD 23%
46	PRUDENTIAL FINANCIAL INC	11,44011,440	$94,037	0.05%	ADD 12%
47	PRICE T ROWE ASSOCIATES INC /MD/	10,22210,222	$85,000	0.04%	NEW
48	Odyssean, LLC	10,00810,008	$82,266	0.04%	NEW
49	NEW YORK STATE COMMON RETIREMENT FUND	6,9686,968	$57,277	0.03%	—
50	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,4386,438	$52,920	0.03%	ADD 3%
51	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	6,4006,400	$52,608	0.03%	TRIM -32%
52	OSAIC HOLDINGS, INC.	6,3876,387	$52,502	0.03%	ADD 17%
53	Vanguard Global Advisers, LLC	4,7024,702	$38,650	0.02%	NEW
54	ROYAL BANK OF CANADA	4,0624,062	$33,000	0.02%	ADD 94%
55	Tower Research Capital LLC (TRC)	3,3863,386	$27,833	0.01%	ADD 237%
56	BARCLAYS PLC	3,3433,343	$27,479	0.01%	TRIM -84%
57	Police & Firemen's Retirement System of New Jersey	3,0993,099	$25,474	0.01%	—
58	BNP PARIBAS FINANCIAL MARKETS	3,0333,033	$24,931	0.01%	ADD 3%
59	STRS OHIO	2,6002,600	$21,372	0.01%	—
60	ISLAY CAPITAL MANAGEMENT, LLC	2,5002,500	$20,550	0.01%	—
61	NISA INVESTMENT ADVISORS, LLC	2,0172,017	$16,580	0.01%	TRIM -5%
62	Legal & General Group Plc	1,0491,049	$8,623	0.00%	TRIM -8%
63	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	735735	$6,042	0.00%	TRIM -12%
64	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	716716	$5,886	0.00%	ADD 1392%
65	CITIGROUP INC	698698	$5,737	0.00%	ADD 102%
66	CWM, LLC	601601	$4,940	0.00%	ADD 59%
67	Ameritas Investment Partners, Inc.	557557	$4,579	0.00%	—
68	Sterling Capital Management LLC	329329	$2,704	0.00%	TRIM -37%
69	ROTHSCHILD INVESTMENT LLC	132132	$1,085	0.00%	ADD 103%
70	Optiver Holding B.V.	120120	$986	0.00%	TRIM -44%
71	GAMMA Investing LLC	6767	$551	0.00%	ADD 97%
72	Cornerstone Financial Management LLC	6666	$543	0.00%	—
73	Bare Financial Services, Inc	6060	$493	0.00%	NEW
74	EverSource Wealth Advisors, LLC	3838	$313	0.00%	ADD 217%
75	Essential Partners LLC	2323	$189	0.00%	ADD 667%
76	Allworth Financial LP	1616	$132	0.00%	ADD 1500%
77	Root Financial Partners, LLC	1616	$132	0.00%	NEW
78	True Wealth Design, LLC	1010	$83	0.00%	—
79	IFP Advisors, Inc	55	$41	0.00%	TRIM -50%
80	Farther Finance Advisors, LLC	33	$24	0.00%	—
81	GHP Investment Advisors, Inc.	22	$17	0.00%	NEW
82	MAI Capital Management	11	$9	0.00%	NEW
83	Covestor Ltd	5656	$0	0.00%	TRIM -75%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

MORGAN STANLEY

5.2M

$43M

Davidson Kempner Capital Management LP

5.2M

4.7M

4.1M

3.7M

$30M

VICTORY CAPITAL MANAGEMENT INC

—

423K

1.5M

2.2M

1.6M

$14M

MASTERS CAPITAL MANAGEMENT LLC

1.1M

1.0M

$8M

BlackRock, Inc.

1.0M

942K

894K

886K

924K

907K

$7M

VANGUARD CAPITAL MANAGEMENT LLC

—

780K

$6M

JPMORGAN CHASE & CO

29K

103K

28K

291K

196K

575K

$5M

STATE STREET CORP

332K

308K

319K

418K

419K

417K

$3M

GEODE CAPITAL MANAGEMENT, LLC

312K

316K

321K

314K

326K

380K

$3M

JACOBS ASSET MANAGEMENT, LLC

342K

274K

270K

200K

288K

375K

$3M

WOLVERINE ASSET MANAGEMENT LLC

64K

86K

224K

206K

289K

230K

$2M

WELLS FARGO & COMPANY/MN

185K

197K

216K

236K

213K

211K

$2M

RIVERBRIDGE PARTNERS LLC

—

81K

83K

183K

197K

$2M

Penserra Capital Management LLC

97K

117K

111K

115K

137K

141K

$1M

North Ground Capital

118K

168K

200K

389K

250K

136K

$1M

Institutional footprint by quarter

Quarter

Holders

Shares held

% shares out

Value held

2026-Q1

17,348,100

69.6%

$143M

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · AOMR

Activists — 13D, active intent

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP5.01%NEWSCHEDULE 13D/A · Amd 9 · event 2026-07-14SEC →

1,158,320 shares · 3 reporting persons

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

5.4%

QII

2026-06-30

SEC →

AOMR US Equity☆

Institutional ownership· 13F filers holding AOMR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AOMR

Institutional ownership· 13F filers holding AOMR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AOMR

AOMR US Equity