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PAVmed Inc.

PAVM
Exchange
Nasdaq
Industry
Surgical & Medical Instruments & Apparatus
SEC CIK
0001624326

No open-market purchases or sales by PAVmed Inc. insiders were filed in the last 90 days; 19 institutions reported holding it in 13F filings for Q2 2026, worth $5.56M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in PAVmed Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
58
−3 vs. Q1 2023
Shares held
9.27M
−768.4K (−7.7%) vs. Q1 2023
Total value
$3.78M
+$18.8K (+0.5%) vs. Q1 2023
New holders
4
10 more added
Sold out
7
14 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PAVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 58 institutions
Q1 2021: 92 institutionsQ2 2021: 101 institutionsQ3 2021: 109 institutionsQ4 2021: 108 institutionsQ1 2022: 96 institutionsQ2 2022: 76 institutionsQ3 2022: 73 institutionsQ4 2022: 64 institutionsQ1 2023: 61 institutionsQ2 2023: 58 institutionsQ3 2023: 65 institutionsQ4 2023: 26 institutionsQ1 2024: 24 institutionsQ2 2024: 26 institutionsQ3 2024: 22 institutionsQ4 2024: 26 institutionsQ1 2025: 31 institutionsQ2 2025: 32 institutionsQ3 2025: 36 institutionsQ4 2025: 32 institutionsQ1 2026: 21 institutionsQ2 2026: 19 institutions
Value heldQ2 2023: $3.78M
Q1 2021: $80.8MQ2 2021: $134.7MQ3 2021: $198.9MQ4 2021: $65.5MQ1 2022: $27.0MQ2 2022: $11.5MQ3 2022: $10.9MQ4 2022: $4.62MQ1 2023: $3.76MQ2 2023: $3.78MQ3 2023: $3.67MQ4 2023: $3.10MQ1 2024: $2.03MQ2 2024: $931.9KQ3 2024: $1.38MQ4 2024: $653.8KQ1 2025: $873.5KQ2 2025: $755.8KQ3 2025: $677.4KQ4 2025: $468.8KQ1 2026: $5.26MQ2 2026: $5.56M
Institutions holding PAVM and their total value by quarter
QuarterHoldersValue
Q2 202619$5.56M
Q1 202621$5.26M
Q4 202532$468.8K
Q3 202536$677.4K
Q2 202532$755.8K
Q1 202531$873.5K
Q4 202426$653.8K
Q3 202422$1.38M
Q2 202426$931.9K
Q1 202424$2.03M
Q4 202326$3.10M
Q3 202365$3.67M
Q2 202358$3.78M
Q1 202361$3.76M
Q4 202264$4.62M
Q3 202273$10.9M
Q2 202276$11.5M
Q1 202296$27.0M
Q4 2021108$65.5M
Q3 2021109$198.9M
Q2 2021101$134.7M
Q1 202192$80.8M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding PAVmed Inc.; share changes are against Q1 2023.

Institutions holding PAVM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,702,684$1.51M0.00%00.0%Unchanged
BlackRock Inc.1,125,203$458.9K0.00%−184,100−14.1%Reduced
Geode Capital Management, LLC734,474$299.5K0.00%00.0%Unchanged
Ayrton Capital LLC449,600$183.3K1.14%+19,283+4.5%Added
Wells Fargo & Company348,873$142.3K0.00%+900.0%Added
Valeo Financial Advisors, LLC322,272$131.4K0.01%00.0%Unchanged
State Street Corp281,389$114.8K0.00%−34,200−10.8%Reduced
XML Financial, LLC154,991$63.2K0.01%00.0%Unchanged
Northern Trust Corp151,607$61.8K0.00%00.0%Unchanged
Levin Capital Strategies, L.P.149,750$61.1K0.01%−150,300−50.1%Reduced
Resources Investment Advisors, LLC.146,979$59.9K0.00%+34,313+30.5%Added
Verition Fund Management LLC141,029$57.5K0.00%−274,913−66.1%Reduced
Group One Trading, L.P.117,557$47.9K0.00%00.0%Unchanged
RFG Advisory, LLC107,000$43.6K0.00%00.0%Unchanged
Bank of New York Mellon Corp103,109$42.0K0.00%−486−0.5%Reduced
First Wilshire Securities Management Inc100,000$41.0K0.01%00.0%Unchanged
LPL Financial LLC100,159$40.8K0.00%+22,750+29.4%Added
Millennium Management LLC93,676$38.2K0.00%−126,615−57.5%Reduced
Lazari Capital Management, Inc.89,000$36.3K0.02%+89,000New
Morgan Stanley80,275$32.7K0.00%−20,114−20.0%Reduced
Charles Schwab Investment Management Inc79,503$32.4K0.00%+79,503New
CWM, LLC70,066$29.0K0.00%+3,921+5.9%Added
Buckingham Strategic Wealth, LLC70,000$28.5K0.00%00.0%Unchanged
Lido Advisors, LLC70,000$28.5K0.00%00.0%Unchanged
Tradition Wealth Management, LLC52,900$22.0K0.00%00.0%Unchanged
Pallas Capital Advisors LLC48,239$18.8K0.00%−100−0.2%Reduced
Private Advisor Group, LLC40,334$16.4K0.00%00.0%Unchanged
Raymond James & Associates33,043$13.5K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC30,190$12.3K0.00%00.0%Unchanged
WealthPLAN Partners, LLC27,335$11.1K0.00%−5,000−15.5%Reduced
Tower Research Capital LLC (TRC)25,570$10.4K0.00%−12,343−32.6%Reduced
King Wealth22,000$9.00K0.00%00.0%Unchanged
Simplex Trading, LLC17,269$7.00K0.00%+9,440+120.6%Added
McAdam, LLC16,792$6.85K0.00%+3,000+21.8%Added
Allworth Financial LP15,318$6.25K0.00%00.0%Unchanged
Belpointe Asset Management LLC15,000$6.12K0.00%−80,158−84.2%Reduced
Glenmede Trust Co NA15,000$5.60K0.00%00.0%Unchanged
Cetera Investment Advisers13,250$5.40K0.00%00.0%Unchanged
Susquehanna International Group, LLP13,246$5.40K0.00%−11,369−46.2%Reduced
CIBC Private Wealth Group, LLC12,535$5.11K0.00%00.0%Unchanged
Creative Planning11,814$4.82K0.00%+1,219+11.5%Added
Whitcomb & Hess, Inc.11,500$4.69K0.00%+389+3.5%Added
Axiom Advisory, LLC11,021$4.49K0.00%00.0%Unchanged
Modera Wealth Management, LLC10,870$4.43K0.00%00.0%Unchanged
Victory Capital Management Inc10,187$4.15K0.00%+10,187New
Washburn Capital Management, Inc.10,000$4.08K0.00%00.0%Unchanged
Tobias Financial Advisors, Inc.10,000$4.08K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.4,425$1.80K0.00%−300−6.3%Reduced
UBS Group AG1,200$4900.00%−21,331−94.7%Reduced
CarsonAllaria Wealth Management, Ltd.1,100$4490.00%00.0%Unchanged
M&R Capital Management Inc1,000$4070.00%00.0%Unchanged
US Bancorp500$2040.00%00.0%Unchanged
JPMorgan Chase & Co250$1020.00%00.0%Unchanged
Wolverine Asset Management LLC110$440.00%+110New
Bank of America Corp100$410.00%00.0%Unchanged
Thompson Investment Management, Inc.50$200.00%00.0%Unchanged
Royal Bank of Canada852$00.00%+470+123.0%Added
Cutler Group LP1,918$00.00%00.0%Unchanged
Jane Street Group, LLC0$00.00%−56,292−100.0%Sold out
Virtu Financial LLC0$00.00%−32,631−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−16,065−100.0%Sold out
Financial Advocates Investment Management0$00.00%−14,656−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−601−100.0%Sold out
FMR LLC0$00.00%−500−100.0%Sold out
Lumature Wealth Partners, LLC0$00.00%−14−100.0%Sold out