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Volato Group, Inc.

SOAR
Exchange
NYSE
Industry
Air Transportation, Nonscheduled
SEC CIK
0001853070

No open-market purchases or sales by Volato Group, Inc. insiders were filed in the last 90 days; 12 institutions reported holding it in 13F filings for Q2 2026, worth $152.6K in total; no superinvestor holds it.

Other share classesSOARW

13F holders, Q3 2022

Institutional positions in Volato Group, Inc. as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
64
+3 vs. Q2 2022
Shares held
23.2M
+4.06M (+21.2%) vs. Q2 2022
Total value
$232.1M
+$42.7M (+22.6%) vs. Q2 2022
New holders
9
6 more added
Sold out
6
7 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SOAR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 64 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 58 institutionsQ2 2022: 62 institutionsQ3 2022: 64 institutionsQ4 2022: 67 institutionsQ1 2023: 70 institutionsQ2 2023: 29 institutionsQ3 2023: 29 institutionsQ4 2023: 11 institutionsQ1 2024: 17 institutionsQ2 2024: 20 institutionsQ3 2024: 22 institutionsQ4 2024: 23 institutionsQ1 2025: 12 institutionsQ2 2025: 10 institutionsQ3 2025: 15 institutionsQ4 2025: 12 institutionsQ1 2026: 13 institutionsQ2 2026: 12 institutions
Value heldQ3 2022: $232.1M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $183.3MQ2 2022: $191.7MQ3 2022: $232.1MQ4 2022: $259.5MQ1 2023: $280.2MQ2 2023: $67.4MQ3 2023: $68.5MQ4 2023: $1.97MQ1 2024: $2.76MQ2 2024: $560.9KQ3 2024: $376.5KQ4 2024: $236.6KQ1 2025: $51.0KQ2 2025: $38.6KQ3 2025: $161.3KQ4 2025: $109.0KQ1 2026: $93.6KQ2 2026: $152.6K
Institutions holding SOAR and their total value by quarter
QuarterHoldersValue
Q2 202612$152.6K
Q1 202613$93.6K
Q4 202512$109.0K
Q3 202515$161.3K
Q2 202510$38.6K
Q1 202512$51.0K
Q4 202423$236.6K
Q3 202422$376.5K
Q2 202420$560.9K
Q1 202417$2.76M
Q4 202311$1.97M
Q3 202329$68.5M
Q2 202329$67.4M
Q1 202370$280.2M
Q4 202267$259.5M
Q3 202264$232.1M
Q2 202262$191.7M
Q1 202258$183.3M
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Volato Group, Inc.; share changes are against Q2 2022.

Institutions holding SOAR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Magnetar Financial LLC2,256,400$22.5M0.31%+2,256,400New
Highbridge Capital Management LLC2,192,857$21.9M0.32%+1,068,905+95.1%Added
Cubist Systematic Strategies, LLC1,343,721$13.5M0.10%00.0%Unchanged
Saba Capital Management, L.P.1,179,394$11.8M0.16%+300,000+34.1%Added
Shaolin Capital Management LLC964,599$9.66M0.27%+150,000+18.4%Added
Aristeia Capital LLC950,000$9.51M0.17%00.0%Unchanged
Polar Asset Management Partners Inc.750,000$7.51M0.10%00.0%Unchanged
Balyasny Asset Management LLC750,000$7.49M0.03%00.0%Unchanged
Verition Fund Management LLC717,342$7.18M0.10%−228,200−24.1%Reduced
Wolverine Asset Management LLC680,494$6.81M0.10%−27,620−3.9%Reduced
Sculptor Capital LP653,150$6.54M0.08%00.0%Unchanged
Marshall Wace, LLP614,882$6.15M0.02%+376,924+158.4%Added
Alberta Investment Management Corp600,000$6.01M0.05%00.0%Unchanged
D. E. Shaw & Co., Inc.550,000$5.51M0.01%00.0%Unchanged
State of Wisconsin Investment Board500,000$5.00M0.02%00.0%Unchanged
Taconic Capital Advisors LP493,011$4.93M0.16%00.0%Unchanged
Bank of Montreal492,000$4.93M0.00%00.0%Unchanged
UBS Oconnor LLC467,907$4.67M0.05%−46,842−9.1%Reduced
Mangrove Partners436,900$4.37M0.42%+436,900New
Basso Capital Management, L.P.432,338$4.33M1.05%+432,338New
Tenor Capital Management Co., L.P.400,000$4.00M0.09%00.0%Unchanged
Davidson Kempner Capital Management LP400,000$4.00M0.08%00.0%Unchanged
Atalaya Capital Management LP400,000$4.00M0.54%+400,000New
Linden Advisors LP400,000$4.00M0.04%00.0%Unchanged
CNH Partners LLC374,484$3.73M0.08%00.0%Unchanged
Millennium Management LLC360,247$3.61M0.00%00.0%Unchanged
Radcliffe Capital Management, L.P.336,624$3.36M0.11%00.0%Unchanged
Periscope Capital Inc.302,286$3.02M0.09%00.0%Unchanged
Hudson Bay Capital Management LP300,000$3.00M0.03%00.0%Unchanged
Citigroup Inc300,001$3.00M0.00%00.0%Unchanged
Exos TFP Holdings LLC229,427$2.30M1.05%+229,427New
Berkley W R Corp212,412$2.12M0.10%00.0%Unchanged
Centiva Capital, LP201,047$2.01M0.15%−709−0.4%Reduced
Fir Tree Capital Management LP200,600$2.01M0.07%00.0%Unchanged
Whitebox Advisors LLC200,000$2.00M0.06%00.0%Unchanged
Goldman Sachs Group Inc168,926$1.68M0.00%−858,930−83.6%Reduced
Ghisallo Capital Management LLC150,000$1.50M0.20%00.0%Unchanged
Woodline Partners LP150,000$1.50M0.02%00.0%Unchanged
HSBC Holdings PLC108,000$1.08M0.00%00.0%Unchanged
Toronto Dominion Bank100,000$1.00M0.00%00.0%Unchanged
Vivaldi Asset Management, LLC88,900$890.0K0.04%+88,900New
Oaktree Capital Management LPSuperinvestorOaktree Capital75,000$749.0K0.01%00.0%Unchanged
Cohanzick Management, LLC65,518$656.0K0.16%−168−0.3%Reduced
Caas Capital Management LP50,400$505.0K0.07%00.0%Unchanged
Capstone Investment Advisors, LLC50,000$501.0K0.01%00.0%Unchanged
DuPont Capital Management Corp50,000$500.0K0.03%00.0%Unchanged
Omers Administration Corp50,000$500.0K0.01%00.0%Unchanged
Cantor Fitzgerald, L. P.49,171$492.0K0.01%+49,171New
Context Capital Management, LLC49,000$490.0K0.03%00.0%Unchanged
Sona Asset Management (US) LLC45,000$450.0K0.27%00.0%Unchanged
Rpo LLC42,475$425.0K0.11%+300+0.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys40,807$408.0K0.00%00.0%Unchanged
Robinson Capital Management, LLC37,000$370.0K0.29%+11,000+42.3%Added
Glazer Capital, LLC34,150$340.0K0.01%−100−0.3%Reduced
Paloma Partners Management Co30,000$300.0K0.06%00.0%Unchanged
Toroso Investments, LLC26,000$260.0K0.01%00.0%Unchanged
Lynwood Capital Management Inc.25,000$250.0K0.27%00.0%Unchanged
Dark Forest Capital Management LP21,407$214.0K0.04%00.0%Unchanged
Boothbay Fund Management, LLC21,087$211.0K0.01%00.0%Unchanged
PEAK6 Investments LLC20,000$200.0K0.01%00.0%Unchanged
Ancora Advisors, LLC6,700$67.0K0.00%00.0%Unchanged
BlackRock Inc.5,000$50.0K0.00%00.0%Unchanged
Elequin Capital LP2,858$29.0K0.01%+2,858New
Barclays PLC36$00.00%+36New
Governors Lane LP0$00.00%−300,000−100.0%Sold out
Crestline Management, LP0$00.00%−79,171−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−54,894−100.0%Sold out
Kohlberg Kravis Roberts & Co. L.P.0$00.00%−54,822−100.0%Sold out
Fifth Lane Capital, LP0$00.00%−50,000−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−45,000−100.0%Sold out
Exos Asset Management LLC––––Not filed