Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in AOMR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5.2M | $42.5M | 0.0% | 20.759% | 0.00% |
| 2 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3.7M | $30.0M | -11.7% | 14.661% | 0.64% |
| 3 | VICTORY CAPITAL MANAGEMENT INC | 1.6M | $13.5M | -25.9% | 6.596% | 0.01% |
| 4 | MASTERS CAPITAL MANAGEMENT LLC | 1.0M | $8.2M | 0.0% | 4.014% | 0.73% |
| 5 | BlackRock, Inc. | 907K | $7.5M | -1.8% | 3.639% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 780K | $6.4M | — | 3.129% | 0.00% |
| 7 | STATE STREET CORP | 417K | $3.4M | -0.6% | 1.673% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 380K | $3.1M | +16.4% | 1.524% | 0.00% |
| 9 | JACOBS ASSET MANAGEMENT, LLC | 375K | $3.1M | +30.4% | 1.505% | 1.84% |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | 230K | $1.9M | -20.5% | 0.923% | 0.03% |
| 11 | WELLS FARGO & COMPANY/MN | 211K | $1.7M | -0.9% | 0.848% | 0.00% |
| 12 | RIVERBRIDGE PARTNERS LLC | 197K | $1.6M | +8.0% | 0.792% | 0.04% |
| 13 | North Ground Capital | 136K | $1.1M | -45.4% | 0.548% | 1.35% |
| 14 | NORTHERN TRUST CORP | 125K | $1.0M | +9.3% | 0.500% | 0.00% |
| 15 | Vivaldi Capital Management, LLC | 113K | $931K | -4.6% | 0.455% | 0.13% |
| 16 | AMERIPRISE FINANCIAL INC | 99K | $810K | +8.2% | 0.396% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 96K | $788K | — | 0.385% | 0.00% |
| 18 | UBS Group AG | 95K | $784K | -25.8% | 0.383% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 94K | $772K | +6.0% | 0.377% | 0.00% |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 91K | $746K | -10.1% | 0.364% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 83K | $681K | — | 0.332% | 0.00% |
| 22 | TWO SIGMA INVESTMENTS, LP | 75K | $615K | -52.1% | 0.300% | 0.00% |
| 23 | STATE OF WISCONSIN INVESTMENT BOARD | 68K | $557K | -22.9% | 0.272% | 0.00% |
| 24 | Alpine Global Management, LLC | 62K | $513K | -50.3% | 0.251% | 0.08% |
| 25 | Bank of New York Mellon Corp | 49K | $400K | -12.4% | 0.196% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in AOMR — a direct measure of their conviction.
Filings activity in AOMR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 82 | +2.5% | 64.99% | 9.53 pp | $137M | 13% |
| Q4 2025 | 80 | +1.3% | 74.52% | 4.42 pp | $157M | 5.6% |
| Q3 2025 | 79 | 3.7% | 78.94% | +5.17 pp | $166M | +7.0% |
| Q2 2025 | 82 | +3.8% | 73.77% | 4.23 pp | $155M | 5.4% |
| Q1 2025 | 79 | +8.2% | 78.00% | +2.16 pp | $164M | +2.9% |
| Q4 2024 | 73 | 2.7% | 75.84% | 10.98 pp | $159M | 13% |
| Q3 2024 | 75 | +29% | 86.82% | 38.40 pp | $183M | 31% |
| Q2 2024 | 58 | — | 125.22% | — | $263M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying AOMR stock.
Based on Q1 2026 13F filings, institutional ownership of Angel Oak Mortgage, Inc. stands at 65.0%, held across 82 reporting institutions.
MORGAN STANLEY is the largest reported institutional holder of AOMR, with approximately 5,172,061 shares worth $0.04B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of AOMR, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for AOMR is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
15 institutions opened new positions in AOMR during Q1 2026, while 13 fully exited. 22 added to existing positions and 43 trimmed.
AOMR institutional ownership fell by 9.53 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 87.6% of all reported 13F value in AOMR, and the top 25 account for 97.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Angel Oak Mortgage, Inc. (AOMR) Institutional Ownership