Latest Period
Q1 2026
Security Snapshot
Volato Group, Inc. - Class A Common Stock, par value $0.0001 per share (SOAR) Institutional Ownership
CUSIP: 74349W302
13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026
Institutions Reporting
12
Shares (Excl. Options)
405,677
Price
$0.23
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- Security type / class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- SOAR on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 405,677
- Total 13F value
- $93,608
- Portfolio coverage rank
- 0%
- Share change
- +235,290
- Value change
- +$40,390
- Number of holders
- 12
- Shares outstanding
- 53,138,113
- SEC-reported price per share
- $0.16
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SOAR - Volato Group, Inc. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 74349W302.
- 12 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 12 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $93,608 to $831.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 12 institutions filings for Q1 2026.
Security key
74349W302
Latest holder period
Q1 2026
13F holders
12
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
SOAR full holder history
Volato Group, Inc. SEC filings
Volato Group, Inc. company facts
Volato Group, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 74349W302:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
SOAR
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| SEG Opportunity Fund, LLC | 9.4% | $1,100,000 | 5,000,000 | SEG Opportunity Fund, LLC | 01 Jul 2026 | |||
| C/M CAPITAL PARTNERS, LP | 6.2% | $724,804 | 3,294,563 | C/M Capital Master Fund, LP | 27 Jun 2026 | |||
| Catheter Precision, Inc. | 7.5% | $441,176 | 2,941,176 | Catheter Precision, Inc. | 18 Jun 2026 |
As of 31 Mar 2026, 12 institutional investors reported holding 405,677 shares of Volato Group, Inc. - Class A Common Stock, par value $0.0001 per share (SOAR). This represents 0.76% of the company’s total 53,138,113 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q1 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 5,125 | $831 | +$831 | $0.16 | 2 |
| 2026 Q1 | 405,677 | $93,608 | +$40,390 | $0.23 | 12 |
| 2025 Q4 | 170,387 | $109,049 | -$22,501 | $0.64 | 12 |
| 2025 Q3 | 91,132 | $161,306 | +$108,517 | $1.77 | 15 |
| 2025 Q2 | 29,953 | $38,640 | +$480 | $1.29 | 10 |
| 2025 Q1 | 29,468 | $50,986 | +$50,986 | $1.73 | 12 |