SEC 13F Intelligence

Parnassus Mid Cap Institutional

CUSIP 701765505

Parnassus Mid Cap Institutional has 2 institutional holders in Filings Flow’s 13F database, together reporting 3.0K shares worth $39,908 as of Q1 2026. The largest reported holders are Great Lakes Advisors, LLC, Richardson Financial Services Inc., and Garton & Associates Financial Advisors LLC.

Institutional Holders
2
Q1 2026
Reported Value
$39,908
Ticker
unmapped
private placement or foreign
Quarters Tracked
9

Ownership Trend

Institutional holders
Q4 ’18: 1Q4 ’18Q1 ’19: 1Q2 ’19: 1Q2 ’19Q3 ’19: 2Q2 ’21: 1Q2 ’21Q4 ’21: 1Q4 ’22: 3Q4 ’22Q4 ’25: 3Q1 ’26: 2Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $8MQ4 ’18Q1 ’19: $10MQ2 ’19: $13MQ2 ’19Q3 ’19: $17MQ2 ’21: $20MQ2 ’21Q4 ’21: $20MQ4 ’22: $2MQ4 ’22Q4 ’25: $60,474Q1 ’26: $39,908Q1 ’26filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
RICHARDSON FINANCIAL SERVICES INC.$160M AUM0.02%$39,8341.1KQ1 2026
Garton & Associates Financial Advisors LLC$122M AUM0.00%$5,691148Q4 2025OLDER
GREAT LAKES ADVISORS, LLC$12.1B AUM0.00%$239,6996.0KQ2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.