AOMR

Angel Oak Mortgage REIT Inc
Real EstateUSCUSIP 03464Y108◍ Confluence graph
Tracked 13F Holders
80
-51 QoQ
13F Value (tracked)
$139.4M
Insider Net · 180d
-$3.7M
1↑ 1↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)24 adding · 7 trimming
Insider net (180d)-$3.7M

Who owns AOMR?

80 tracked 13F filers

80 tracked 13F filers disclose a position in AOMR as of the latest SEC 13F filings, a combined $139.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$42.5M
5.2M
Held
Q1 2026
2DAVIDSON KEMPNER CAPITAL MANAGEMENT LP
$30.0M
3.7M
−12%
Reduced · −482K sh
Q1 2026
3VICTORY CAPITAL MANAGEMENT INC
$13.5M
1.6M
−26%
Reduced · −576K sh
Q1 2026
4MASTERS CAPITAL MANAGEMENT LLC
$8.2M
1.0M
Held
Q1 2026
5BlackRock, Inc.
$7.5M
907K
−1.8%
Reduced · −17K sh
Q1 2026
6VANGUARD CAPITAL MANAGEMENT LLC
$6.4M
780K
First observed position
No prior filed position
Q1 2026
7JPMORGAN CHASE & CO
$4.7M
575K
+193%
Added · +379K sh
Q1 2026
8JACOBS ASSET MANAGEMENT, LLC
$4.0M
445K
+19%
Added · +70K sh
Q2 2026
9STATE STREET CORP
$3.9M
431K
+3.5%
Added · +15K sh
Q2 2026
10GEODE CAPITAL MANAGEMENT, LLC
$3.6M
397K
+4.7%
Added · +18K sh
Q2 2026
11WELLS FARGO & COMPANY/MN
$1.7M
211K
−0.9%
Reduced · −2K sh
Q1 2026
12RIVERBRIDGE PARTNERS LLC
$1.8M
199K
+0.8%
Added · +2K sh
Q2 2026
13NORTHERN TRUST CORP
$1.0M
125K
+9.3%
Added · +11K sh
Q1 2026
14AMERIPRISE FINANCIAL INC
$810K
99K
+8.1%
Added · +7K sh
Q1 2026
15VANGUARD FIDUCIARY TRUST CO
$788K
96K
First observed position
No prior filed position
Q1 2026
16UBS Group AG
$784K
95K
−26%
Reduced · −33K sh
Q1 2026
17GOLDMAN SACHS GROUP INC
$772K
94K
+6.0%
Added · +5K sh
Q1 2026
18JACOBS LEVY EQUITY MANAGEMENT, INC
$746K
91K
−10%
Reduced · −10K sh
Q1 2026
19VANGUARD PORTFOLIO MANAGEMENT LLC
$681K
83K
First observed position
No prior filed position
Q1 2026
20TWO SIGMA INVESTMENTS, LP
$615K
75K
−52%
Reduced · −81K sh
Q1 2026
21Alpine Global Management, LLC
$513K
62K
New
+62K sh
Q1 2026
22Bank of New York Mellon Corp
$400K
49K
−12%
Reduced · −7K sh
Q1 2026
23Odyssean, LLC
$379K
42K
+318%
Added · +32K sh
Q2 2026
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$342K
42K
−6.4%
Reduced · −3K sh
Q1 2026
25MILLENNIUM MANAGEMENT LLC
$335K
41K
New
+41K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AOMR being bought or sold by institutions?

Last quarter, 8 funds opened a new position in AOMR and 16 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
16
funds
Reduced
7
funds
Exited
0
funds

Funds that own AOMR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA37 funds$174.2B
MICROSOFT CORPMSFT37 funds$118.4B
APPLE INCAAPL35 funds$135.8B
AMAZON.COM INCAMZN35 funds$80.6B
META PLATFORMS INC-CLASS AMETA35 funds$49.0B
MICRON TECHNOLOGY INCMU35 funds$14.3B
ALPHABET INC-CL AGOOGL34 funds$62.4B
TESLA INCTSLA34 funds$29.3B
ADVANCED MICRO DEVICESAMD34 funds$14.9B
ORACLE CORPORCL34 funds$8.1B
TEXAS INSTRUMENTS INCTXN34 funds$7.6B
AT&T INCT34 funds$4.9B

Ranked by how many of AOMR's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$82K
1 insiders
Sells · 180d
$3.8M
1 insiders
Net
-$3.7M
2 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 22, 2026MINAMI W DDirectorBuy (P)10K$82K
Mar 20, 2026Xylem Finance LLC10% OwnerSell (S)482K$3.8M
Nov 18, 2025MINAMI W DDirectorBuy (P)3K$29K
Sep 17, 2025Filson BrandonCFO & TreasurerSell (S)50K$489K
Aug 21, 2025DAVIDSON KEMPNER CAPITAL MANAGEMENT LP10% OwnerSell (S)595K$5.8M
Aug 7, 2025Morgan JonathanDirectorBuy (P)5K$45K
May 15, 2025Xylem Finance LLC10% OwnerSell (S)453K$4.4M
Dec 18, 2024Morgan JonathanDirectorBuy (P)5K$46K
Nov 8, 2024MINAMI W DDirectorBuy (P)5K$49K
Sep 17, 2024YOSELOFF ANTHONY ALEXANDER10% OwnerSell (S)500K$5.0M
Sep 5, 2024Filson BrandonCFO & TreasurerSell (S)23K$252K
Sep 4, 2024Filson BrandonCFO & TreasurerSell (S)3K$34K

Institutional ownership over time

24 funds-34 since Q3 2024
03875Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $15.0M

Recent filings

15 shown

Keep exploring

Connected entities for AOMR

Browse more

Build

Ask your agent what changed in AOMR

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AOMR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AOMR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AOMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.