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, Q2 2025
Institutional positions in Volato Group, Inc. as of Jun 30, 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
- 10
- −2 vs. Q1 2025
- Shares held
- 30.0K
- +485 (+1.6%) vs. Q1 2025
- Total value
- $38.6K
- −$12.3K (−24.2%) vs. Q1 2025
- New holders
- 1
- 2 more added
- Sold out
- 3
- 2 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Volato Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,238 | $18.4K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 10,965 | $14.1K | 0.00% | +485+4.6% | Added |
| Tower Research Capital LLC (TRC) | 3,163 | $4.08K | 0.00% | +1,250+65.3% | Added |
| Raymond James Financial Inc | 480 | $619 | 0.00% | +480 | New |
| UBS Group AG | 418 | $539 | 0.00% | −38−8.3% | Reduced |
| Wells Fargo & Company | 400 | $516 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 200 | $258 | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 59 | $76 | 0.00% | −1,361−95.8% | Reduced |
| Bank of America Corp | 27 | $35 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3 | $4 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |