SOAR · Company research
Volato Group, Inc. (SOAR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
24records availableIndustrials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 700 | 114 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 20 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28625 | 4643 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 811 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80458 | 13034 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| StoneX Group Inc. | 913760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80000 | 12976 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 0 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48125 | 7806 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28319 | 4593 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52075 | 8436 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48125 | 7806000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| StoneX Group Inc. Common Stock | 913760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80000 | 12976000 | — | — | — | Aug 12, 2026 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28319 | 4593000 | — | — | — | Aug 3, 2026 | SEC_13F_HR |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427843 | 69311 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 32 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187137 | 30353 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Citigroup Inc. | 831001 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2153 | 496000 | — | — | — | May 11, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16091 | 3711000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 16091 | 10298000 | — | — | — | Feb 17, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 38000 | — | — | — | Feb 12, 2026 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 128000 | — | — | — | Feb 6, 2026 | SEC_13F_HR |
| Blackrock, Inc. | 2012383 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 104000 | — | — | — | Nov 12, 2025 | SEC_13F_HR |
| Citigroup Inc. | 831001 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 551 | 975000 | — | — | — | Nov 10, 2025 | SEC_13F_HR |
| PNC Financial Services Group | 713676 | Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 354000 | — | — | — | Nov 7, 2025 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.
