Who Owns Volato Group Stock?
NYSE: SOARConsumer DiscretionaryTransportation ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 1.76%
- Held by insiders
- 33.63%
- Institutional holders
- 12
- Institutions 1.8%
- Insiders 33.6%
- Public and other 64.6%
Who owns Volato Group stock?
Institutional investors own about 1.8% of Volato Group's shares, spread across 12 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 33.63% of SOAR.
The largest institutional holders are Vanguard Capital Management LLC (0.80%), Geode Capital Management, LLC (0.36%) and UBS Group AG (0.15%). Together, the top 10 institutions control 1.8% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their SOAR positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SOAR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Vanguard Capital Management LLC | 427.84K | 0.80% | +4273.8% |
| Geode Capital Management, LLC | 190.93K | 0.36% | +36.0% |
| UBS Group AG | 80.46K | 0.15% | -0.9% |
| Stonex Group Inc. | 80.00K | 0.15% | +100.0% |
| Vanguard Fiduciary Trust Co | 52.08K | 0.10% | 0.0% |
| Northern Trust Corporation | 48.13K | 0.09% | +199.1% |
| Xtx Topco Ltd | 28.63K | 0.05% | +9.6% |
| Citigroup Inc. | 28.32K | 0.05% | +1215.3% |
| IFP Advisors, Inc | 5.00K | 0.01% | +100.0% |
| PNC Financial Services Group, Inc. | 200 | 0.00% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SOAR
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 177.38K | 0.33% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 9.78K | 0.02% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 5.73K | 0.01% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 4.03K | 0.01% |
| Connetic Venture Capital Access Fund | 1.57K | 0.00% |
Frequently asked questions
Who is the largest shareholder of Volato Group?
Vanguard Capital Management LLC is the largest institutional shareholder of SOAR, owning 0.80% of shares outstanding (427.84K shares) as of its latest 13F filing.
What percentage of Volato Group is owned by institutions?
Institutions own about 1.8% of SOAR shares and 2.6% of the public float.
How much of Volato Group do insiders own?
Insiders, such as officers and directors, own about 33.63% of SOAR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.