VOLATO GROUP INC (SOAR) Institutional Shareholders
VOLATO GROUP INC (SOAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $152,629 in SOAR holdings during the latest filing period.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of SOAR tracked by InsiderSet, reporting ownership valued at approximately $69,311 in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $78,808.681, representing an estimated gain of +13.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SOAR value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Geode Capital Management, Llc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in VOLATO GROUP INC (SOAR).
This page ranks the largest institutional SOAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
11
Total Reported Value
$152,629
Largest Holder
Vanguard Capital Management Llc
Largest Position
$69,311
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 427,843 | $69,311 | $78,809 | +$9,498 | +13.70% | |
| Geode Capital Management, Llc | 0.00% | 190,927 | $30,967 | $35,169 | +$4,202 | +13.57% | |
| Ubs Group Ag | 0.00% | 80,458 | $13,034 | $14,820 | +$1,786 | +13.71% | |
| Stonex Group Inc. | 0.00% | 80,000 | $12,976 | $14,736 | +$1,760 | +13.56% | |
| Vanguard Fiduciary Trust Co | 0.00% | 52,075 | $8,436 | $9,592 | +$1,156 | +13.71% | |
| Northern Trust Corp | 0.00% | 48,125 | $7,806 | $8,865 | +$1,059 | +13.56% | |
| Xtx Topco Ltd | 0.00% | 28,625 | $4,643 | $5,273 | +$630 | +13.56% | |
| Citigroup Inc | 0.00% | 28,319 | $4,593 | $5,216 | +$623 | +13.57% | |
| Ifp Advisors, Inc | 0.00% | 5,000 | $811 | $921 | +$110 | +13.56% | |
| Pnc Financial Services Group, Inc. | 0.00% | 200 | $32 | $37 | +$5 | +15.13% | |
| Sbi Securities Co., Ltd. | 0.00% | 125 | $20 | $23 | +$3 | +15.12% |
Frequently asked questions about SOAR
Who owns the most SOAR stock?
The largest holders of SOAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VOLATO GROUP INC (SOAR).
Is SOAR widely held by superinvestors?
Many widely followed stocks like SOAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SOAR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.