PARNASSUS INCOME FDS
CUSIP 701769507
Parnassus Income Fds has 24 institutional holders in Filings Flow’s 13F database, together reporting 2.35M shares worth $51M as of Q1 2026. The largest reported holders are Brown Brothers Harriman & Co, Commonwealth Equity Services, LLC, and Cerity Partners LLC.
Institutional Holders
24
Q1 2026
Reported Value
$51M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Financial Insights, Inc.$309M AUM | 1.07% | $3M | 132.2K | Q1 2026OLDER |
| Allegheny Financial Group$742M AUM | 0.55% | $4M | 163.0K | Q1 2026OLDER |
| SOL Capital Management CO$206M AUM | 0.35% | $3,896 | 145.0K | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.08% | $14M | 563.5K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $1M | 50.6K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $953,556 | 38.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $14M | 546.5K | Q1 2026OLDER |
| Sankala Group LLC$122M AUM | 0.01% | $12,202 | 495 | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $600,688 | 24.0K | Q1 2026OLDER |
| SITTNER & NELSON, LLC$274M AUM | 0.01% | $20,625 | 825 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 167.3K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $947,857 | 37.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $287,879 | 11.4K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $906,232 | 36.3K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.00% | $280,758 | 9.9K | Q2 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $837,983 | 33.5K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $829,183 | 33.2K | Q1 2026OLDER |
| Avalon Trust Co$1.5B AUM | 0.00% | $31,413 | 1.2K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $2M | 72.2K | Q1 2026OLDER |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $274,869 | 9.5K | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 57.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $181,625 | 7.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $829,183 | 33.2K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $38,944 | 1.4K | Q4 2025OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $24,999 | 1.0K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $187,268 | 7.7K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.