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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, Q1 2023

Institutional positions in Volato Group, Inc. as of Mar 31, 2023. 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
49
+2 vs. Q4 2022
Shares held
11.7M
+296.0K (+2.6%) vs. Q4 2022
Total value
$876.0K
+$546.7K (+166.0%) vs. Q4 2022
New holders
4
2 more added
Sold out
2
5 more reduced

Compare with Q4 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 holdersQ1 2023: 49 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 heldQ1 2023: $876.0K
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, Q1 2023

Shares, value and share of portfolio for each institution holding Volato Group, Inc.; share changes are against Q4 2022.

Institutions holding SOARW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Periscope Capital Inc.1,337,300$105.6K0.00%00.0%Unchanged
Gritstone Asset Management LLC950,000$73.3K0.09%00.0%Unchanged
Calamos Advisors LLC750,000$59.6K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC589,696$45.5K0.00%00.0%Unchanged
Aristeia Capital LLC475,000$37.7K0.00%00.0%Unchanged
Castle Creek Arbitrage, LLC487,129$37.6K0.00%00.0%Unchanged
Verition Fund Management LLC472,771$36.5K0.00%00.0%Unchanged
Goldman Sachs Group Inc431,162$31.3K0.00%00.0%Unchanged
Balyasny Asset Management LLC375,000$29.8K0.00%00.0%Unchanged
Polar Asset Management Partners Inc.375,000$29.8K0.00%00.0%Unchanged
Linden Advisors LP349,999$27.8K0.00%00.0%Unchanged
Fort Baker Capital Management LP330,903$26.3K0.01%00.0%Unchanged
Shaolin Capital Management LLC332,520$26.0K0.00%+32,520+10.8%Added
Sculptor Capital LP296,400$23.5K0.00%−3,600−1.2%Reduced
Saba Capital Management, L.P.299,997$21.8K0.00%00.0%Unchanged
Radcliffe Capital Management, L.P.267,897$21.3K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.275,000$21.2K0.00%00.0%Unchanged
Taconic Capital Advisors LP246,505$19.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC226,190$17.5K0.00%00.0%Unchanged
CNH Partners LLC213,875$16.5K0.00%−6,110−2.8%Reduced
Atalaya Capital Management LP200,000$16.0K0.01%00.0%Unchanged
Tenor Capital Management Co., L.P.200,000$15.4K0.00%00.0%Unchanged
VR Advisory Services Ltd200,000$15.4K0.01%00.0%Unchanged
Davidson Kempner Capital Management LP200,000$15.4K0.00%00.0%Unchanged
Davidson Kempner Partners200,000$15.4K0.00%+200,000New
Westchester Capital Management, LLC200,000$14.5K0.00%+200,000New
Q Global Advisors, LLC186,893$14.0K0.01%00.0%Unchanged
Highbridge Capital Management LLC–$9.00K0.00%––
Exos TFP Holdings LLC110,000$8.49K0.00%−3,790−3.3%Reduced
Whitebox Advisors LLC100,000$7.72K0.00%00.0%Unchanged
State of Wisconsin Investment Board86,425$6.87K0.00%00.0%Unchanged
Price T Rowe Associates Inc55,375$5.00K0.00%00.0%Unchanged
JPMorgan Chase & Co–$4.00K0.00%––
Schonfeld Strategic Advisors LLC42,475$3.37K0.00%00.0%Unchanged
Context Capital Management, LLC24,500$2.00K0.00%00.0%Unchanged
DuPont Capital Management Corp25,000$1.99K0.00%00.0%Unchanged
III Capital Management25,000$1.99K0.00%+25,000New
Omers Administration Corp25,000$1.99K0.00%00.0%Unchanged
Rpo LLC22,380$1.78K0.00%−8,000−26.3%Reduced
Sona Asset Management (US) LLC22,500$1.74K0.00%00.0%Unchanged
Meteora Capital, LLC17,513$1.27K0.00%+5,000+40.0%Added
Robinson Capital Management, LLC13,000$1.00K0.00%00.0%Unchanged
Toroso Investments, LLC13,000$1.00K0.00%00.0%Unchanged
Flow Traders U.S. LLC10,833$1.00K0.00%+10,833New
Clear Street LLC12,040$9290.00%−125,825−91.3%Reduced
PEAK6 Investments LLC10,000$7250.00%00.0%Unchanged
Ancora Advisors, LLC3,350$2430.00%00.0%Unchanged
Mangrove Partners500,000––00.0%Unchanged
LMR Partners LLP75,000––00.0%Unchanged
Ramius Advisors LLC0$00.00%−20,000−100.0%Sold out
Commonwealth of Pennsylvania Public School Empls Retrmt Sys0$00.00%−10,000−100.0%Sold out