Skip to main content

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, Q4 2022

Institutional positions in Volato Group, Inc. as of Dec 31, 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
67
+3 vs. Q3 2022
Shares held
25.6M
+2.41M (+10.4%) vs. Q3 2022
Total value
$259.5M
+$27.4M (+11.8%) vs. Q3 2022
New holders
9
9 more added
Sold out
6
9 more reduced

Compare with Q3 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 holdersQ4 2022: 67 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 heldQ4 2022: $259.5M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Volato Group, Inc.; share changes are against Q3 2022.

Institutions holding SOAR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Magnetar Financial LLC2,256,400$23.0M0.39%00.0%Unchanged
Highbridge Capital Management LLC2,170,352$22.1M0.68%−22,505−1.0%Reduced
Calamos Advisors LLC1,500,000$15.3M0.07%+1,500,000New
Cubist Systematic Strategies, LLC1,343,721$13.7M0.12%00.0%Unchanged
Saba Capital Management, L.P.1,179,394$12.0M0.20%00.0%Unchanged
Shaolin Capital Management LLC1,030,873$10.5M0.31%+66,274+6.9%Added
Aristeia Capital LLC950,000$9.66M0.19%00.0%Unchanged
Balyasny Asset Management LLC750,000$7.65M0.03%00.0%Unchanged
Polar Asset Management Partners Inc.750,000$7.63M0.11%00.0%Unchanged
Wolverine Asset Management LLC719,688$7.32M0.11%+39,194+5.8%Added
Cantor Fitzgerald, L. P.656,161$6.67M0.14%+606,990+1,234.4%Added
Marshall Wace, LLP614,882$6.25M0.02%00.0%Unchanged
Castle Creek Arbitrage, LLC610,298$6.21M0.55%+610,298New
Verition Fund Management LLC600,200$6.10M0.12%−117,142−16.3%Reduced
Alberta Investment Management Corp600,000$6.10M0.05%00.0%Unchanged
Sculptor Capital LP585,177$5.95M0.11%−67,973−10.4%Reduced
D. E. Shaw & Co., Inc.550,000$5.59M0.01%00.0%Unchanged
State of Wisconsin Investment Board500,000$5.10M0.02%00.0%Unchanged
Taconic Capital Advisors LP493,011$5.01M0.18%00.0%Unchanged
Bank of Montreal492,000$5.00M0.00%00.0%Unchanged
Mangrove Partners434,900$4.42M0.42%−2,000−0.5%Reduced
Periscope Capital Inc.413,055$4.21M0.18%+110,769+36.6%Added
Linden Advisors LP400,000$4.08M0.04%00.0%Unchanged
Tenor Capital Management Co., L.P.400,000$4.07M0.10%00.0%Unchanged
Davidson Kempner Capital Management LP400,000$4.07M0.09%00.0%Unchanged
CNH Partners LLC374,484$3.81M0.10%00.0%Unchanged
Millennium Management LLC360,247$3.66M0.00%00.0%Unchanged
Radcliffe Capital Management, L.P.336,624$3.43M0.15%00.0%Unchanged
Hudson Bay Capital Management LP300,000$3.05M0.04%00.0%Unchanged
Atlas Merchant Capital LLC294,180$2.99M0.50%+294,180New
HSBC Holdings PLC275,845$2.81M0.00%+167,845+155.4%Added
Exos TFP Holdings LLC228,754$2.33M0.65%−673−0.3%Reduced
Citigroup Inc216,970$2.21M0.00%−83,031−27.7%Reduced
Berkley W R Corp212,412$2.16M0.12%00.0%Unchanged
Centiva Capital, LP201,047$2.04M0.17%00.0%Unchanged
Atalaya Capital Management LP200,000$2.03M0.36%−200,000−50.0%Reduced
Whitebox Advisors LLC200,000$2.03M0.08%00.0%Unchanged
Fir Tree Capital Management LP196,588$2.00M0.10%−4,012−2.0%Reduced
Rpo LLC190,948$1.95M0.76%+148,473+349.6%Added
Goldman Sachs Group Inc168,926$1.72M0.00%00.0%Unchanged
Ghisallo Capital Management LLC150,000$1.53M0.27%00.0%Unchanged
Woodline Partners LP150,000$1.53M0.02%00.0%Unchanged
LMR Partners LLP150,000$1.53M0.04%+150,000New
Toronto Dominion Bank100,000$1.02M0.00%00.0%Unchanged
Vivaldi Asset Management, LLC88,900$904.1K0.05%00.0%Unchanged
Oaktree Capital Management LPSuperinvestorOaktree Capital75,000$764.6K0.01%00.0%Unchanged
Caas Capital Management LP50,400$512.6K0.10%00.0%Unchanged
Omers Administration Corp50,000$509.8K0.01%00.0%Unchanged
DuPont Capital Management Corp50,000$509.8K0.02%00.0%Unchanged
Capstone Investment Advisors, LLC50,000$508.5K0.01%00.0%Unchanged
Glazer Capital, LLC46,818$476.0K0.01%+12,668+37.1%Added
Sona Asset Management (US) LLC45,000$457.6K0.13%00.0%Unchanged
Boothbay Fund Management, LLC42,962$438.0K0.01%+21,875+103.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys40,811$416.0K0.00%+40.0%Added
Crestline Management, LP40,500$411.9K0.06%+40,500New
Schonfeld Strategic Advisors LLC39,950$407.3K0.00%+39,950New
Robinson Capital Management, LLC37,000$376.3K0.19%00.0%Unchanged
Paloma Partners Management Co30,000$305.9K0.07%00.0%Unchanged
Weiss Asset Management LP27,214$277.4K0.01%+27,214New
Toroso Investments, LLC26,000$265.0K0.01%00.0%Unchanged
Lynwood Capital Management Inc.25,000$255.0K0.31%00.0%Unchanged
Dark Forest Capital Management LP21,407$217.7K0.05%00.0%Unchanged
BlackRock Inc.5,000$50.9K0.00%00.0%Unchanged
Clear Street LLC600$6.00K0.00%+600New
Ancora Advisors, LLC200$2.00K0.00%−6,500−97.0%Reduced
Barclays PLC36$3660.00%00.0%Unchanged
Price T Rowe Associates Inc110,750$00.00%+110,750New
UBS Oconnor LLC0$00.00%−467,907−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−432,338−100.0%Sold out
Cohanzick Management, LLC0$00.00%−65,518−100.0%Sold out
Context Capital Management, LLC0$00.00%−49,000−100.0%Sold out
PEAK6 Investments LLC0$00.00%−20,000−100.0%Sold out
Elequin Capital LP0$00.00%−2,858−100.0%Sold out