Skip to main content

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, Q3 2023

Institutional positions in Volato Group, Inc. as of Sep 30, 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
48
−3 vs. Q2 2023
Shares held
10.7M
+126.4K (+1.2%) vs. Q2 2023
Total value
$1.25M
+$414.0K (+49.7%) vs. Q2 2023
New holders
1
4 more added
Sold out
4
8 more reduced

Compare with Q2 2023: 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 holdersQ3 2023: 48 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 heldQ3 2023: $1.25M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Volato Group, Inc.; share changes are against Q2 2023.

Institutions holding SOARW in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Periscope Capital Inc.1,287,300$141.3K0.02%−50,000−3.7%Reduced
Gritstone Asset Management LLC950,000$102.9K0.13%00.0%Unchanged
Calamos Advisors LLC750,000$92.4K0.00%00.0%Unchanged
Highbridge Capital Management LLC–$67.8K0.00%––
Cubist Systematic Strategies, LLC589,596$63.9K0.00%00.0%Unchanged
Shaolin Capital Management LLC489,920$53.0K0.00%+489,920New
Aristeia Capital LLC475,000$52.3K0.00%00.0%Unchanged
Verition Fund Management LLC472,771$51.2K0.00%00.0%Unchanged
Castle Creek Arbitrage, LLC449,748$48.7K0.01%00.0%Unchanged
Linden Advisors LP349,999$43.1K0.00%00.0%Unchanged
Polar Asset Management Partners Inc.375,000$41.3K0.00%00.0%Unchanged
Goldman Sachs Group Inc439,902$39.7K0.00%+8,740+2.0%Added
Fort Baker Capital Management LP330,903$36.4K0.00%00.0%Unchanged
Saba Capital Management, L.P.299,997$33.0K0.00%00.0%Unchanged
Sculptor Capital LP291,100$32.1K0.00%−600−0.2%Reduced
D. E. Shaw & Co., Inc.275,000$29.8K0.00%00.0%Unchanged
Radcliffe Capital Management, L.P.267,897$29.5K0.00%00.0%Unchanged
Wolverine Asset Management LLC226,190$24.5K0.00%00.0%Unchanged
CNH Partners LLC212,574$23.0K0.00%00.0%Unchanged
Atalaya Capital Management LP200,000$22.0K0.02%00.0%Unchanged
Tenor Capital Management Co., L.P.200,000$21.7K0.00%00.0%Unchanged
VR Advisory Services Ltd200,000$21.7K0.01%00.0%Unchanged
Davidson Kempner Capital Management LP200,000$21.7K0.00%00.0%Unchanged
Q Global Advisors, LLC186,893$20.0K0.01%00.0%Unchanged
Taconic Capital Advisors LP171,405$18.6K0.00%−75,100−30.5%Reduced
Westchester Capital Management, LLC200,000$18.1K0.00%00.0%Unchanged
Whitebox Advisors LLC100,000$10.8K0.00%00.0%Unchanged
State of Wisconsin Investment Board86,425$10.6K0.00%00.0%Unchanged
Rivernorth Capital Management, LLC109,998$9.90K0.00%00.0%Unchanged
Cowen and Company, LLC83,800$9.07K0.00%00.0%Unchanged
LMR Partners LLP75,000$8.12K0.00%00.0%Unchanged
Price T Rowe Associates Inc55,375$7.00K0.00%00.0%Unchanged
JPMorgan Chase & Co–$6.07K0.00%––
Walleye Capital LLC54,880$5.94K0.00%+30,880+128.7%Added
Sona Asset Management (US) LLC37,500$4.62K0.00%+15,000+66.7%Added
Walleye Trading LLC30,870$3.34K0.00%+17,370+128.7%Added
Omers Administration Corp25,000$3.08K0.00%00.0%Unchanged
DuPont Capital Management Corp25,000$3.08K0.00%00.0%Unchanged
Context Capital Management, LLC24,500$3.00K0.00%00.0%Unchanged
Clear Street LLC26,890$2.91K0.00%−1,000−3.6%Reduced
III Capital Management25,000$2.75K0.00%00.0%Unchanged
Spartan Fund Management Inc.15,000$1.65K0.00%00.0%Unchanged
Schonfeld Strategic Advisors LLC10,000$1.10K0.00%−17,975−64.3%Reduced
Flow Traders U.S. LLC11,594$1.00K0.00%−3,933−25.3%Reduced
Meteora Capital, LLC10,000$9030.00%−5,000−33.3%Reduced
PEAK6 Investments LLC10,000$9030.00%00.0%Unchanged
Robinson Capital Management, LLC5,474$5380.00%−20,281−78.7%Reduced
Ancora Advisors, LLC3,350$3030.00%00.0%Unchanged
Sandia Investment Management LP0$00.00%−165,677−100.0%Sold out
Rpo LLC0$00.00%−21,880−100.0%Sold out
Toroso Investments, LLC0$00.00%−12,755−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−61,323−100.0%Sold out