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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, Q1 2025

Institutional positions in Volato Group, Inc. as of Mar 31, 2025. 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
12
−11 vs. Q4 2024
Shares held
29.5K
−8.96K (−23.3%) vs. Q4 2024Converted for a 1-for-25 split
Total value
$51.0K
−$185.6K (−78.5%) vs. Q4 2024
New holders
1
5 more added
Sold out
12
1 more reduced

Compare with Q4 2024: 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 holdersQ1 2025: 12 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 heldQ1 2025: $51.0K
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, Q1 2025

Shares, value and share of portfolio for each institution holding Volato Group, Inc.; share changes are against Q4 2024.

Institutions holding SOAR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc14,238$24.6K0.00%00.0%UnchangedConverted for a 1-for-25 split
Geode Capital Management, LLC10,480$18.1K0.00%+6,274+149.2%AddedConverted for a 1-for-25 split
Tower Research Capital LLC (TRC)1,913$3.31K0.00%+1,913New
BlackRock, Inc.1,420$2.46K0.00%+1,361+2,293.8%AddedConverted for a 1-for-25 split
UBS Group AG456$7890.00%−2,719−85.6%ReducedConverted for a 1-for-25 split
Wells Fargo & Company400$6920.00%00.0%UnchangedConverted for a 1-for-25 split
The PNC Financial Services Group, Inc.200$3460.00%00.0%UnchangedConverted for a 1-for-25 split
Montag A & Associates Inc200$3460.00%00.0%UnchangedConverted for a 1-for-25 split
Jones Financial Companies LLLP120$2090.00%00.0%UnchangedConverted for a 1-for-25 split
Bank of America Corp27$470.00%+8+43.0%AddedConverted for a 1-for-25 split
Quadrant Capital Group LLC11$200.00%+0+3.0%AddedConverted for a 1-for-25 split
National Bank of Canada3$50.00%+1+41.5%AddedConverted for a 1-for-25 split
Virtu Financial LLC0$00.00%−3,521−100.0%Sold outConverted for a 1-for-25 split
Blackstone Group Inc.0$00.00%−3,321−100.0%Sold outConverted for a 1-for-25 split
Calton & Associates, Inc.0$00.00%−2,915−100.0%Sold outConverted for a 1-for-25 split
Commonwealth Equity Services, LLC0$00.00%−1,411−100.0%Sold outConverted for a 1-for-25 split
Neuberger Berman Group LLC0$00.00%−1,130−100.0%Sold outConverted for a 1-for-25 split
Mariner, LLC0$00.00%−1,015−100.0%Sold outConverted for a 1-for-25 split
XTX Topco Ltd0$00.00%−868−100.0%Sold outConverted for a 1-for-25 split
Ground Swell Capital, LLC0$00.00%−625−100.0%Sold outConverted for a 1-for-25 split
Raymond James Financial Inc0$00.00%−480−100.0%Sold outConverted for a 1-for-25 split
Northern Trust Corp0$00.00%−464−100.0%Sold outConverted for a 1-for-25 split
Newbridge Financial Services Group, Inc.0$00.00%−54−100.0%Sold outConverted for a 1-for-25 split
SBI Securities Co., Ltd.0$00.00%−0−100.0%Sold outConverted for a 1-for-25 split