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, Q3 2023
Institutional positions in PAVmed Inc. as of Sep 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
- 65
- +7 vs. Q2 2023
- Shares held
- 12.5M
- +3.19M (+34.3%) vs. Q2 2023
- Total value
- $3.67M
- −$112.8K (−3.0%) vs. Q2 2023
- New holders
- 11
- 13 more added
- Sold out
- 4
- 15 more reduced
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 19 | $5.56M |
| Q1 2026 | 21 | $5.26M |
| Q4 2025 | 32 | $468.8K |
| Q3 2025 | 36 | $677.4K |
| Q2 2025 | 32 | $755.8K |
| Q1 2025 | 31 | $873.5K |
| Q4 2024 | 26 | $653.8K |
| Q3 2024 | 22 | $1.38M |
| Q2 2024 | 26 | $931.9K |
| Q1 2024 | 24 | $2.03M |
| Q4 2023 | 26 | $3.10M |
| Q3 2023 | 65 | $3.67M |
| Q2 2023 | 58 | $3.78M |
| Q1 2023 | 61 | $3.76M |
| Q4 2022 | 64 | $4.62M |
| Q3 2022 | 73 | $10.9M |
| Q2 2022 | 76 | $11.5M |
| Q1 2022 | 96 | $27.0M |
| Q4 2021 | 108 | $65.5M |
| Q3 2021 | 109 | $198.9M |
| Q2 2021 | 101 | $134.7M |
| Q1 2021 | 92 | $80.8M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding PAVmed Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,806,574 | $1.12M | 0.00% | +103,890+2.8% | Added |
| Ayrton Capital LLC | 2,244,235 | $661.2K | 4.50% | +1,794,635+399.2% | Added |
| BlackRock Inc. | 1,123,775 | $331.1K | 0.00% | −1,428−0.1% | Reduced |
| First Manhattan Co | 1,000,000 | $294.6K | 0.00% | +1,000,000 | New |
| Geode Capital Management, LLC | 826,089 | $243.4K | 0.00% | +91,615+12.5% | Added |
| Valeo Financial Advisors, LLC | 322,272 | $94.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 301,596 | $88.9K | 0.00% | −47,277−13.6% | Reduced |
| State Street Corp | 281,389 | $82.9K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 154,991 | $45.7K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 149,750 | $44.1K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 141,029 | $41.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 138,783 | $40.9K | 0.00% | −12,824−8.5% | Reduced |
| Raymond James & Associates | 137,760 | $40.6K | 0.00% | +104,717+316.9% | Added |
| Resources Investment Advisors, LLC. | 124,910 | $36.8K | 0.00% | −22,069−15.0% | Reduced |
| Lido Advisors, LLC | 120,000 | $35.4K | 0.00% | +50,000+71.4% | Added |
| Group One Trading, L.P. | 108,857 | $32.1K | 0.00% | −8,700−7.4% | Reduced |
| RFG Advisory, LLC | 107,000 | $31.5K | 0.00% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 100,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 97,159 | $28.6K | 0.00% | −3,000−3.0% | Reduced |
| Lazari Capital Management, Inc. | 89,000 | $26.2K | 0.02% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 79,503 | $23.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 70,066 | $21.0K | 0.00% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 70,000 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 64,239 | $16.8K | 0.00% | +16,000+33.2% | Added |
| Morgan Stanley | 56,239 | $16.6K | 0.00% | −24,036−29.9% | Reduced |
| Tradition Wealth Management, LLC | 52,900 | $16.0K | 0.00% | 00.0% | Unchanged |
| King Wealth | 54,500 | $16.0K | 0.00% | +32,500+147.7% | Added |
| Two Sigma Securities, LLC | 53,024 | $15.6K | 0.00% | +53,024 | New |
| Flputnam Investment Management Co | 51,800 | $15.3K | 0.00% | +51,800 | New |
| Tower Research Capital LLC (TRC) | 51,710 | $15.3K | 0.00% | +26,140+102.2% | Added |
| Private Advisor Group, LLC | 40,000 | $11.8K | 0.00% | −334−0.8% | Reduced |
| Jane Street Group, LLC | 38,595 | $11.4K | 0.00% | +38,595 | New |
| Bank of New York Mellon Corp | 34,885 | $10.3K | 0.00% | −68,224−66.2% | Reduced |
| Glassman Wealth Services | 34,779 | $10.2K | 0.00% | +34,779 | New |
| Millennium Management LLC | 32,876 | $9.69K | 0.00% | −60,800−64.9% | Reduced |
| XTX Topco Ltd | 32,677 | $9.63K | 0.00% | +32,677 | New |
| WealthPLAN Partners, LLC | 32,335 | $9.53K | 0.00% | +5,000+18.3% | Added |
| BluePath Capital Management, LLC | 29,038 | $8.55K | 0.01% | +29,038 | New |
| Integrated Wealth Concepts LLC | 25,190 | $7.42K | 0.00% | −5,000−16.6% | Reduced |
| Simplex Trading, LLC | 18,336 | $5.00K | 0.00% | +1,067+6.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 15,440 | $4.55K | 0.00% | +15,440 | New |
| Allworth Financial LP | 15,318 | $4.51K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 15,000 | $4.42K | 0.00% | 00.0% | Unchanged |
| McAdam, LLC | 14,592 | $4.30K | 0.00% | −2,200−13.1% | Reduced |
| CIBC Private Wealth Group, LLC | 12,535 | $3.69K | 0.00% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 12,500 | $3.68K | 0.00% | +1,000+8.7% | Added |
| Creative Planning | 11,344 | $3.34K | 0.00% | −470−4.0% | Reduced |
| Axiom Advisory, LLC | 11,021 | $3.25K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,019 | $3.25K | 0.00% | +832+8.2% | Added |
| Modera Wealth Management, LLC | 10,870 | $3.20K | 0.00% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 10,000 | $2.95K | 0.00% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 10,000 | $2.95K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,425 | $1.30K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,000 | $589 | 0.00% | +2,000 | New |
| UBS Group AG | 1,200 | $354 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $295 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 500 | $147 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 347 | $103 | 0.00% | +97+38.8% | Added |
| Wolverine Asset Management LLC | 110 | $32 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 100 | $29 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 86 | $25 | 0.00% | +86 | New |
| Thompson Investment Management, Inc. | 50 | $15 | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 4 | $1 | 0.00% | +4 | New |
| Royal Bank of Canada | 730 | $0 | 0.00% | −122−14.3% | Reduced |
| Cutler Group LP | 1,318 | $0 | 0.00% | −600−31.3% | Reduced |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |