Parnassus Mid Cap Fund-InstPFPMX
13F holders, Q4 2025 (December 31)3holders +1
0new positions
0sold out
$42.57avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Parnassus Mid Cap Fund-Inst (PFPMX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Coston, McIsaac & Partners ($76K), Richardson Financial Services Inc. ($55K) and Garton & Associates Financial Advisors LLC ($6K).
- Company
- Parnassus Mid Cap Fund-Inst
- CUSIP
- 701765505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 275 shares bought, net +275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Coston, McIsaac & Partners | 0.02% | Add +10.3% | 1,977 | $76K |
| Richardson Financial Services Inc. | 0.02% | Add +9.1% | 1,079 | $55K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 148 | $6K |
"% 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.