Parnassus Mid Cap Fund-InstPFPMX
13F holders, Q3 2024 (September 30)5holders +1
1new positions
0sold out
$42.97avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Parnassus Mid Cap Fund-Inst (PFPMX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Great Lakes Advisors, LLC ($19.8M), Richardson Financial Services Inc. ($76K) and Coston, McIsaac & Partners ($70K).
- Company
- Parnassus Mid Cap Fund-Inst
- CUSIP
- 701765505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,043 shares bought and 6,392 shares sold, net −5,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Great Lakes Advisors, LLC | 0.17% | Reduce -1.4% | 461,537 | $19.8M |
| Richardson Financial Services Inc. | 0.05% | Add +93.2% | 1,880 | $76K |
| Coston, McIsaac & Partners | 0.02% | No change | 1,633 | $70K |
| Eagle Bay Advisors LLC | 0.00% | New | 136 | $6K |
| 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.