Volato SOAR Institutional Ownership

NYSE SOAR

$0.35 -0.04 (-11.13%)

As of: Sep 30, 2026 · 3:59 PM EDT

Institutions by Trading Activity

13 Institutions

Increased 9 69.2%

Unchanged 3 23.1%

Reduced 1 7.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

2.71%

▼-0.02 pp QoQ

Shares Held by Institutions

942.40K

of 34.81Mn outstanding

▲+187.28% QoQ

Shares Outstanding

34.81Mn

33.87Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

■0 vs prior quarter

Net Shares Added (QoQ)

+614.36K

accumulated since last quarter

Value of Holdings

$367.54K

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Volato Group, Inc. (NYSE:SOAR) showed up in the 13F filings of 13 institutional investors as of June 2026.

These investors collectively held 2.7% of Volato's outstanding shares in June 2026, down from 2.7% in March 2026.
Their total shares held in SOAR increased 187.28% from the prior quarter, while the number of investors in Volato increased 18.18% year over year.
Activity in SOAR broke down as 9 buyers, 1 sellers, and 3 unchanged among 13 total holders.
Combined, these investors held 942.4K shares in SOAR for June 2026, up by 614.36K shares quarter on quarter, and up 912.45K shares year over year.
As of June 30, 2026, VANGUARD CAPITAL MANAGEMENT LLC held the largest stake in Volato with 427.84K shares, accounting for 1.23% of total shares outstanding.
Leading buyers of Volato shares for the quarter ending June 2026 were VANGUARD CAPITAL MANAGEMENT LLC (418.06K), StoneX Group Inc. (80.0K), GEODE CAPITAL MANAGEMENT, LLC (50.49K), Northern Trust Corp (32.03K), Citigroup Inc (26.17K).
The biggest sellers of Volato for the quarter ending June 2026 included UBS Group AG (722).
Volato's 10 largest shareholders as of June 2026 include VANGUARD CAPITAL MANAGEMENT LLC (427.84K), GEODE CAPITAL MANAGEMENT, LLC (190.93K), UBS Group AG (80.46K), StoneX Group Inc. (80.0K), VANGUARD FIDUCIARY TRUST CO (52.08K), Northern Trust Corp (48.12K), XTX Topco Ltd (28.62K), Citigroup Inc (28.32K), IFP Advisors, Inc (5.0K), MERCER GLOBAL ADVISORS INC /ADV (700) per Business Quant data.

Form 13F Holdings

13 Institutional Holders

Report period 30 Jun, 2026

Total shares held 942.40K

Of outstanding 2.71%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	427,843	1.23%	▲418,061	+4,273.78%	$69.31K
2	GEODE CAPITAL MANAGEMENT, LLC	0001214717	190,927	0.55%	▲50,491	+35.95%	$30.97K
3	UBS Group AG	0001610520	80,458	0.23%	▼722	-0.89%	$13.03K
4	StoneX Group Inc.	0000913760	80,000	0.23%	▲80,000	0.00%	$12.98K
5	VANGUARD FIDUCIARY TRUST CO	0000933478	52,075	0.15%	0	0.00%	$8.44K
6	Northern Trust Corp	0000073124	48,125	0.14%	▲32,034	+199.08%	$7.81K
7	XTX Topco Ltd	0001828301	28,625	0.08%	▲2,508	+9.60%	$4.64K
8	Citigroup Inc	0000831001	28,319	0.08%	▲26,166	+1,215.33%	$4.59K
9	IFP Advisors, Inc	0001641866	5,000	0.01%	▲5,000	0.00%	$811
10	MERCER GLOBAL ADVISORS INC /ADV	0000853758	700	0.00%	▲700	0.00%	$114
11	Pnc Financial Services Group, Inc.	0000713676	200	0.00%	0	0.00%	$32
12	SBI Securities Co., Ltd.	0001851815	125	0.00%	▲124	+12,400.00%	$20
13	NATIONAL BANK OF CANADA /FI/	0000926171	3	0.00%	0	0.00%	$0