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Volato Group, Inc.

SOARW
Exchange
OTC
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; 1 institution reported holding it in 13F filings for Q2 2026, worth $78 in total; no superinvestor holds it.

Other share classesSOAR

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
47
+2 vs. Q3 2022
Shares held
11.4M
+2.22M (+24.3%) vs. Q3 2022
Total value
$329.3K
−$420.7K (−56.1%) vs. Q3 2022
New holders
7
3 more added
Sold out
5
1 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SOARW 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: 47 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 45 institutionsQ2 2022: 49 institutionsQ3 2022: 45 institutionsQ4 2022: 47 institutionsQ1 2023: 49 institutionsQ2 2023: 51 institutionsQ3 2023: 48 institutionsQ4 2023: 44 institutionsQ1 2024: 40 institutionsQ2 2024: 43 institutionsQ3 2024: 7 institutionsQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ4 2022: $329.3K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $2.21MQ2 2022: $795.7KQ3 2022: $750.0KQ4 2022: $329.3KQ1 2023: $876.0KQ2 2023: $832.3KQ3 2023: $1.25MQ4 2023: $1.16MQ1 2024: $1.57MQ2 2024: $158.0KQ3 2024: $5.26KQ4 2024: $49Q1 2025: $58Q2 2025: $83Q3 2025: $32Q4 2025: $29Q1 2026: $26Q2 2026: $78
Institutions holding SOARW and their total value by quarter
QuarterHoldersValue
Q2 20261$78
Q1 20261$26
Q4 20251$29
Q3 20251$32
Q2 20251$83
Q1 20251$58
Q4 20241$49
Q3 20247$5.26K
Q2 202443$158.0K
Q1 202440$1.57M
Q4 202344$1.16M
Q3 202348$1.25M
Q2 202351$832.3K
Q1 202349$876.0K
Q4 202247$329.3K
Q3 202245$750.0K
Q2 202249$795.7K
Q1 202245$2.21M
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 SOARW in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Periscope Capital Inc.1,337,300$42.7K0.00%+450,000+50.7%Added
Gritstone Asset Management LLC950,000$29.2K0.04%+950,000New
Calamos Advisors LLC750,000$24.1K0.00%+750,000New
Cubist Systematic Strategies, LLC589,696$18.1K0.00%00.0%Unchanged
Aristeia Capital LLC475,000$15.3K0.00%00.0%Unchanged
Castle Creek Arbitrage, LLC487,129$15.0K0.00%+305,149+167.7%Added
Verition Fund Management LLC472,771$14.5K0.00%00.0%Unchanged
Goldman Sachs Group Inc431,162$12.9K0.00%00.0%Unchanged
Balyasny Asset Management LLC375,000$12.1K0.00%00.0%Unchanged
Polar Asset Management Partners Inc.375,000$11.5K0.00%00.0%Unchanged
Linden Advisors LP349,999$11.3K0.00%00.0%Unchanged
Fort Baker Capital Management LP330,903$10.7K0.00%−69,220−17.3%Reduced
Sculptor Capital LP300,000$9.66K0.00%00.0%Unchanged
Saba Capital Management, L.P.299,997$9.66K0.00%00.0%Unchanged
Shaolin Capital Management LLC300,000$9.00K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.275,000$8.44K0.00%00.0%Unchanged
Taconic Capital Advisors LP246,505$7.57K0.00%00.0%Unchanged
Wolverine Asset Management LLC226,190$6.94K0.00%00.0%Unchanged
CNH Partners LLC219,985$6.75K0.00%00.0%Unchanged
Tenor Capital Management Co., L.P.200,000$6.14K0.00%00.0%Unchanged
VR Advisory Services Ltd200,000$6.14K0.00%00.0%Unchanged
Q Global Advisors, LLC186,893$6.00K0.00%00.0%Unchanged
Davidson Kempner Capital Management LP200,000$6.00K0.00%00.0%Unchanged
Atalaya Capital Management LP200,000$6.00K0.00%00.0%Unchanged
Clear Street LLC137,865$4.00K0.00%00.0%Unchanged
Exos TFP Holdings LLC113,790$3.49K0.00%00.0%Unchanged
Whitebox Advisors LLC100,000$3.07K0.00%00.0%Unchanged
State of Wisconsin Investment Board86,425$2.78K0.00%00.0%Unchanged
Highbridge Capital Management LLC–$2.00K0.00%––
Schonfeld Strategic Advisors LLC42,475$1.37K0.00%+19,975+88.8%Added
JPMorgan Chase & Co–$1.00K0.00%––
Context Capital Management, LLC24,500$1.00K0.00%00.0%Unchanged
Rpo LLC30,380$9780.00%+30,380New
Omers Administration Corp25,000$8050.00%00.0%Unchanged
DuPont Capital Management Corp25,000$8050.00%00.0%Unchanged
Sona Asset Management (US) LLC22,500$6910.00%00.0%Unchanged
Ramius Advisors LLC20,000$6140.00%00.0%Unchanged
Robinson Capital Management, LLC13,000$3990.00%00.0%Unchanged
Meteora Capital, LLC12,513$3840.00%+12,513New
PEAK6 Investments LLC10,000$3000.00%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,000$00.00%00.0%Unchanged
Toroso Investments, LLC13,000$00.00%00.0%Unchanged
Ancora Advisors, LLC3,350$00.00%00.0%Unchanged
Price T Rowe Associates Inc55,375$00.00%+55,375New
Radcliffe Capital Management, L.P.267,897––00.0%Unchanged
Mangrove Partners500,000––+500,000New
LMR Partners LLP75,000––+75,000New
Magnetar Financial LLC0$00.00%−522,879−100.0%Sold out
Basso Capital Management, L.P.0$00.00%−248,800−100.0%Sold out
Alpine Global Management, LLC0$00.00%−58,000−100.0%Sold out
Kohlberg Kravis Roberts & Co. L.P.0$00.00%−25,000−100.0%Sold out
UBS Group AG0$00.00%−700−100.0%Sold out