Parnassus Mid Cap Fund-InstPFPMX
13F holders, Q4 2024 (December 31)4holders −1
0new positions
1sold out
$37.59avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Parnassus Mid Cap Fund-Inst (PFPMX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Great Lakes Advisors, LLC ($17.5M), Coston, McIsaac & Partners ($67K) and Richardson Financial Services Inc. ($36K).
- Company
- Parnassus Mid Cap Fund-Inst
- CUSIP
- 701765505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $6K |
All 13F filers, Q3 2024 → Q4 2024: 3,401 shares bought and 1,054 shares sold, net +2,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Great Lakes Advisors, LLC | 0.15% | Add +0.7% | 464,773 | $17.5M |
| Coston, McIsaac & Partners | 0.02% | Add +9.7% | 1,792 | $67K |
| Richardson Financial Services Inc. | 0.03% | Reduce -48.8% | 962 | $36K |
| Tucker Asset Management LLC | 0.00% | Add +8.6% | 76 | $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.