AOMRNYSEReal EstateFiscal year ends December 31Also trades as AOMD, AOMN
Angel Oak Mortgage REIT, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$7.06−0.13 (-1.81%)
Close on Oct 19, 2026
- Market cap
- $172.32M
- P/E (TTM)
- 9.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
17M
Shares held, 13F filers
Institutional holders
82
9 new, 10 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
4 buys · 2 sales
Net sold $3.85M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Project Atlanta GP LLC I.R.S. # | 5,172,061 | 22.20% | 13G (passive) amendment | Sep 30, 2024 |
| Victory Capital Management, Inc. | 1,440,411 | 6.06% | 13G (passive) | Sep 30, 2025 |
| BlackRock, Inc. | 1,344,010 | 5.40% | 13G (passive) | Jun 30, 2026 |
| Xylem Finance LLC | 1,158,320 | 5.01% | 13D (active) amendment | Jul 14, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AOMR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Morgan Stanley | 5,172,061 | – | $46.96M | – | 0.00% |
| Victory Capital Management Inc | 2,138,589 | – | $19.42M | +495,207 | 0.01% |
| Davidson Kempner Capital Management LP | 1,858,320 | – | $16.87M | −1,794,353 | 0.20% |
| BlackRock, Inc. | 1,344,764 | – | $12.21M | +438,126 | 0.00% |
| Masters Capital Management LLC | 1,000,000 | – | $9.08M | – | 0.23% |
| Vanguard Capital Management LLC | 884,284 | – | $8.03M | +104,594 | 0.00% |
| Jacobs Asset Management, LLC | 444,585 | – | $4.04M | +69,585 | 2.54% |
| State Street Corp | 431,427 | – | $3.92M | +14,692 | 0.00% |
| Wolverine Asset Management LLC | 399,630 | – | $3.63M | +169,748 | 0.03% |
| Geode Capital Management, LLC | 397,428 | – | $3.61M | +17,852 | 0.00% |
| Wells Fargo & Company/Mn | 222,684 | – | $2.02M | +11,387 | 0.00% |
| Riverbridge Partners LLC | 199,078 | – | $1.81M | +1,686 | 0.05% |
| JPMorgan Chase & Co | 184,255 | – | $1.65M | −390,780 | 0.00% |
| North Ground Capital | 164,369 | – | $1.49M | +27,945 | 1.79% |
| Penserra Capital Management LLC | 151,336 | – | $1.37K | +9,957 | 0.01% |
| UBS Group AG | 150,817 | – | $1.37M | +55,478 | 0.00% |
| Northern Trust Corp | 145,905 | – | $1.32M | +21,385 | 0.00% |
| Vanguard Portfolio Management LLC | 114,287 | – | $1.04M | +31,487 | 0.00% |
| Vanguard Fiduciary Trust Co | 105,453 | – | $957.51K | +9,615 | 0.00% |
| Goldman Sachs Group Inc | 102,092 | – | $927.00K | +8,166 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | 17M | 9 / 45 | 14 / 10 | 2M | 3M |
| Q1 2026 | 84 | 17M | 16 / 28 | 26 / 11 | 2M | 2M |
| Q4 2025 | 80 | 18M | 10 / 23 | 31 / 10 | 1M | 1M |
| Q3 2025 | 80 | 18M | 7 / 36 | 20 / 10 | 2M | 1M |
| Q2 2025 | 83 | 17M | 14 / 27 | 29 / 9 | 1M | 2M |
| Q1 2025 | 79 | 17M | 12 / 33 | 21 / 6 | 1M | 1M |
| Q4 2024 | 74 | 17M | 8 / 29 | 18 / 8 | 1M | 1M |
| Q3 2024 | 75 | 18M | 23 / 25 | 13 / 5 | 3M | 5M |
| Q2 2024 | 58 | 20M | 13 / 19 | 15 / 5 | 0M | 11M |
| Q1 2024 | 50 | 30M | 5 / 14 | 20 / 5 | 5M | 0M |
| Q4 2023 | 50 | 25M | 8 / 17 | 14 / 1 | 6M | 0M |
| Q3 2023 | 43 | 20M | 1 / 13 | 18 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AOMR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Victory Pioneer Multi-Asset Income Fund | 1,073,754 | – | $9.50M | 0.10% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 712,783 | – | $6.47M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 485,962 | – | $4.41M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 193,239 | – | $1.71M | 0.01% | Jul 31, 2026 |
| iShares Mortgage Real Estate ETF | 191,531 | – | $1.74M | 0.32% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 151,003 | – | $1.37M | 0.00% | Jun 30, 2026 |
| Hoya Capital High Dividend Yield ETF | 142,289 | – | $1.17M | 1.12% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 129,239 | – | $1.17M | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 98,404 | – | $809.86K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 73,674 | – | $668.96K | 0.00% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 73,047 | – | $601.18K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 56,441 | – | $512.48K | 0.03% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 40,931 | – | $362.24K | 0.00% | Jul 31, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 32,887 | – | $298.61K | 0.00% | Jun 30, 2026 |
| Master Small Cap Index Series | 31,868 | – | $289.36K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Brandon Filson | CFO & Treasurer | 107,815 | Sep 23, 2026 |
| Michael Fierman | Director, 10% owner | 420,247 | Sep 28, 2026 |
| W. D. Minami | Director | 87,118 | Sep 10, 2026 |
| Landon Parsons | Director | 49,832 | May 14, 2026 |
| Craig B. Jones | Director | 51,308 | May 14, 2026 |
| Jonathan Morgan | Director | 64,677 | May 14, 2026 |
| Noelle Savarese | Director | 37,981 | May 14, 2026 |
| Tian ce (David) Zhong | Director, 10% owner | 5,172,061 | Jun 27, 2025 |
| Finance LLC Xylem | 10% owner | 3,652,673 | May 21, 2026 |
| Kempner Capital Management Lp Davidson | 10% owner | 1,858,320 | May 21, 2026 |
| Anthony Alexander Yoseloff | 10% owner | 5,181,869 | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael Fierman Director, 10% owner | Sep 25, 2026 | Buy | +38,726 | $7.50 | $290.45K | 105,247 |
| Brandon Filson CFO & Treasurer | Sep 22, 2026 | Sale | −65,000 | $7.93 | $515.45K | 107,815 |
| W. D. Minami Director | Sep 10, 2026 | Buy | +6,800 | $8.10 | $55.08K | 87,118 |
| Brandon Filson CFO & Treasurer | Aug 17, 2026 | Award | +82,024 | – | – | 172,815 |
| Brandon Filson CFO & Treasurer | Jul 1, 2026 | Award | +20,303 | $9.03 | $183.34K | 90,791 |
| W. D. Minami Director | May 22, 2026 | Buy | +10,000 | $8.15 | $81.50K | 80,318 |
| Kempner Capital Management Lp Davidson 10% owner | May 19, 2026 | Returned to company | −1,794,353 | $8.36 | $15.00M | 1,858,320 |
| Noelle Savarese Director | May 13, 2026 | Award | +11,737 | $8.52 | $100.00K | 37,981 |
| Jonathan Morgan Director | May 13, 2026 | Award | +11,737 | $8.52 | $100.00K | 64,677 |
| W. D. Minami Director | May 13, 2026 | Award | +11,737 | $8.52 | $100.00K | 70,318 |
| Landon Parsons Director | May 13, 2026 | Award | +11,737 | $8.52 | $100.00K | 49,832 |
| Craig B. Jones Director | May 13, 2026 | Award | +11,737 | $8.52 | $100.00K | 51,308 |
| Finance LLC Xylem 10% owner | Mar 20, 2026 | Sale | −481,537 | $7.87 | $3.79M | 3,652,673 |
| W. D. Minami Director | Nov 18, 2025 | Buy | +3,441 | $8.32 | $28.63K | 58,581 |
| Brandon Filson CFO & Treasurer | Sep 17, 2025 | Sale | −50,000 | $9.78 | $489.00K | 70,488 |
| Brandon Filson CFO & Treasurer | Aug 21, 2025 | Award | +25,290 | – | – | 120,488 |
| Kempner Capital Management Lp Davidson 10% owner | Aug 21, 2025 | Sale | −595,000 | $9.75 | $5.80M | 4,134,210 |
| Jonathan Morgan Director | Aug 7, 2025 | Buy | +5,000 | $9.03 | $45.15K | 52,940 |
| Brandon Filson CFO & Treasurer | Jul 1, 2025 | Award | +19,380 | – | – | 95,198 |
| Finance LLC Xylem 10% owner | May 15, 2025 | Sale | −452,659 | $9.75 | $4.41M | 4,729,210 |
| Landon Parsons Director | May 14, 2025 | Award | +9,881 | – | – | 38,095 |
| Craig B. Jones Director | May 14, 2025 | Award | +9,881 | – | – | 39,571 |
| Noelle Savarese Director | May 14, 2025 | Award | +9,881 | – | – | 26,244 |
| Jonathan Morgan Director | May 14, 2025 | Award | +9,881 | – | – | 47,940 |
| W. D. Minami Director | May 14, 2025 | Award | +9,881 | – | – | 55,140 |
| Jonathan Morgan Director | Dec 18, 2024 | Buy | +5,000 | $9.10 | $45.50K | 38,059 |
| W. D. Minami Director | Nov 8, 2024 | Buy | +5,000 | $9.73 | $48.65K | 45,259 |
| Anthony Alexander Yoseloff 10% owner | Sep 17, 2024 | Sale | −500,000 | $10.00 | $5.00M | 5,181,869 |
| Brandon Filson CFO & Treasurer | Sep 5, 2024 | Sale | −22,894 | $11.02 | $252.29K | 75,818 |
| Brandon Filson CFO & Treasurer | Sep 4, 2024 | Sale | −3,084 | $11.17 | $34.45K | 98,712 |
| Brandon Filson CFO & Treasurer | Sep 3, 2024 | Sale | −677 | $11.23 | $7.60K | 101,796 |
| Brandon Filson CFO & Treasurer | Aug 30, 2024 | Sale | −1,345 | $11.30 | $15.20K | 102,473 |
| Brandon Filson CFO & Treasurer | Aug 29, 2024 | Sale | −2,000 | $11.46 | $22.92K | 103,818 |
| W. D. Minami Director | Aug 23, 2024 | Buy | +5,000 | $11.10 | $55.50K | 40,259 |
| Jonathan Morgan Director | Aug 20, 2024 | Sale | −4,377 | $12.17 | $53.27K | 33,059 |
| Jonathan Morgan Director | Aug 15, 2024 | Sale | −5,623 | $11.99 | $67.42K | 37,436 |
| Anthony Alexander Yoseloff 10% owner | Jul 25, 2024 | Returned to company | −1,707,922 | $11.71 | $20.00M | 5,681,869 |
| Brandon Filson CFO & Treasurer | Jul 1, 2024 | Award | +12,160 | – | – | 105,818 |
| W. D. Minami Director | May 15, 2024 | Award | +6,655 | – | – | 35,259 |
| Jonathan Morgan Director | May 15, 2024 | Award | +6,655 | – | – | 43,059 |
| Craig B. Jones Director | May 15, 2024 | Award | +6,655 | – | – | 29,690 |
| Noelle Savarese Director | May 15, 2024 | Award | +6,655 | – | – | 16,363 |
| Landon Parsons Director | May 15, 2024 | Award | +6,655 | – | – | 28,214 |
| Brandon Filson CFO & Treasurer | Nov 21, 2023 | Sale | −24,371 | $9.85 | $240.05K | 93,658 |
| Noelle Savarese Director | Oct 18, 2023 | Award | +9,708 | – | – | 9,708 |
| Christine Jurinich Director | Jul 18, 2023 | Returned to company | −10,178 | – | – | 14,777 |
| Brandon Filson CFO & Treasurer | Jul 1, 2023 | Award | +19,215 | – | – | 118,029 |
| Craig B. Jones Director | May 17, 2023 | Award | +10,178 | – | – | 23,035 |
| W. D. Minami Director | May 17, 2023 | Award | +10,178 | – | – | 28,604 |
| Jonathan Morgan Director | May 17, 2023 | Award | +10,178 | – | – | 36,404 |
| Christine Jurinich Director | May 17, 2023 | Award | +10,178 | – | – | 24,955 |
| Landon Parsons Director | May 17, 2023 | Award | +10,178 | – | – | 21,559 |
| Jonathan Morgan Director | Dec 5, 2022 | Buy | +4,000 | $6.22 | $24.88K | 26,226 |
| Brandon Filson CFO & Treasurer | Nov 30, 2022 | Sale | −20,000 | $6.90 | $138.00K | 98,814 |
| Jonathan Morgan Director | Nov 30, 2022 | Buy | +4,000 | $7.34 | $29.36K | 22,226 |
| Robert Joab Williams CEO & President | Jul 1, 2022 | Award | +24,359 | – | – | 221,726 |
| Dory Black General Counsel & Secretary | Jul 1, 2022 | Award | +7,457 | – | – | 67,152 |
| Brandon Filson CFO & Treasurer | Jul 1, 2022 | Award | +10,937 | – | – | 118,814 |
| Kempner Capital Management Lp Davidson 10% owner | May 24, 2022 | Buy | +15,000 | $13.99 | $209.85K | 7,356,030 |
| Kempner Capital Management Lp Davidson 10% owner | May 24, 2022 | Buy | +33,761 | $13.99 | $472.32K | 7,389,791 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brandon Filson Officer | Sep 22, 2026 | 65,000 | $518.05K | Sep 22, 2026 | Restricted stock awards |
| Kempner Capital Management LP(1) Davidson Shareholder (1) | Jul 14, 2026 | 700,000 | $6.31M | Jul 14, 2026 | See Remark 2 |
| Kempner Capital Management LP (1) Davidson Shareholder (1) | Mar 20, 2026 | 481,537 | $4.04M | Mar 20, 2026 | See Remark 2 |
| Brandon Filson Officer | Sep 17, 2025 | 50,000 | $484.00K | Sep 17, 2025 | restricted share awards |
| Kempner Capital Management LP (1) Davidson Shareholder (1) | Aug 21, 2025 | 595,000 | $5.95M | Aug 21, 2025 | See Remark 2 |
| Kempner Capital Management LP (1) Davidson Shareholder (1) | May 15, 2025 | 452,659 | $4.58M | May 15, 2025 | See Remark 2 |
| Brandon Filson Officer | Aug 29, 2024 | 30,000 | $344.40K | Aug 29, 2024 | Open market purchase |
| Jonathan Morgan Director | Aug 14, 2024 | 5,000 | $59.64K | Aug 14, 2024 | stock grants |
| Jonathan Morgan Director | Aug 12, 2024 | 5,000 | $59.64K | Aug 12, 2024 | stock grants |
| Brandon Filson Officer | Nov 21, 2023 | 24,371 | $255.41K | Nov 21, 2023 | Restricted Stock Units |