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, Q1 2024
Institutional positions in Volato Group, Inc. as of Mar 31, 2024. 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
- 17
- +6 vs. Q4 2023
- Shares held
- 775.9K
- +253.7K (+48.6%) vs. Q4 2023
- Total value
- $2.76M
- +$787.1K (+39.9%) vs. Q4 2023
- New holders
- 10
- 1 more added
- Sold out
- 4
- 0 more reduced
Compare with Q4 2023: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 12 | $152.6K |
| Q1 2026 | 13 | $93.6K |
| Q4 2025 | 12 | $109.0K |
| Q3 2025 | 15 | $161.3K |
| Q2 2025 | 10 | $38.6K |
| Q1 2025 | 12 | $51.0K |
| Q4 2024 | 23 | $236.6K |
| Q3 2024 | 22 | $376.5K |
| Q2 2024 | 20 | $560.9K |
| Q1 2024 | 17 | $2.76M |
| Q4 2023 | 11 | $1.97M |
| Q3 2023 | 29 | $68.5M |
| Q2 2023 | 29 | $67.4M |
| Q1 2023 | 70 | $280.2M |
| Q4 2022 | 67 | $259.5M |
| Q3 2022 | 64 | $232.1M |
| Q2 2022 | 62 | $191.7M |
| Q1 2022 | 58 | $183.3M |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Volato Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 158,745 | $563.5K | 0.00% | +158,745 | New |
| Boston Financial Mangement LLC | 138,829 | $492.8K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 115,846 | $411.3K | 0.00% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 80,000 | $284.0K | 0.14% | +80,000 | New |
| Geode Capital Management, LLC | 68,862 | $244.5K | 0.00% | +68,862 | New |
| Mercer Global Advisors Inc | 55,701 | $201.0K | 0.00% | +4,244+8.2% | Added |
| Chicago Capital, LLC | 53,625 | $190.4K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 37,953 | $134.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 22,066 | $78.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 11,605 | $41.2K | 0.00% | +11,605 | New |
| Jane Street Group, LLC | 10,771 | $38.2K | 0.00% | +10,771 | New |
| Raymond James & Associates | 10,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 8,874 | $31.5K | 0.00% | +8,874 | New |
| BlackRock Inc. | 1,483 | $5.26K | 0.00% | +1,483 | New |
| Qube Research & Technologies Ltd | 1,342 | $4.76K | 0.00% | +1,342 | New |
| Kelly Financial Services LLC | 127 | $451 | 0.00% | +127 | New |
| Wells Fargo & Company | 94 | $334 | 0.00% | +94 | New |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −90,175−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −28−100.0% | Sold out |