Parnassus Mid Cap Fund-InstPFPMX
13F holders, Q1 2024 (March 31)4holders
$40.57avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Parnassus Mid Cap Fund-Inst (PFPMX) in their 13F filings. The largest holders were Great Lakes Advisors, LLC ($16.3M), Coston, McIsaac & Partners ($66K) and Richardson Financial Services Inc. ($39K).
- Company
- Parnassus Mid Cap Fund-Inst
- CUSIP
- 701765505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $39K |
| Exits | 1 | $4K |
Ownership 4 holders
| Great Lakes Advisors, LLC | 0.14% | Add +64.2% | 402,982 | $16.3M |
| Coston, McIsaac & Partners | 0.02% | No change | 1,633 | $66K |
| Richardson Financial Services Inc. | 0.03% | New | 973 | $39K |
| Tucker Asset Management LLC | 0.00% | No change | 70 | $3K |
"% of holder's portfolio" is PFPMX's weight in each manager's 13F, not the share of Parnassus Mid Cap Fund-Inst the manager owns.