Parnassus Mid Cap Fund-InstPFPMX
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$38.23avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Parnassus Mid Cap Fund-Inst (PFPMX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Great Lakes Advisors, LLC ($17.9M), Coston, McIsaac & Partners ($62K) and Richardson Financial Services Inc. ($37K).
- Company
- Parnassus Mid Cap Fund-Inst
- CUSIP
- 701765505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 64,947 shares bought, net +64,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Great Lakes Advisors, LLC | 0.16% | Add +16.1% | 467,929 | $17.9M |
| Coston, McIsaac & Partners | 0.02% | No change | 1,633 | $62K |
| Richardson Financial Services Inc. | 0.03% | No change | 973 | $37K |
| 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.