Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / Mutual Fund
-
Number of holders
-
3
-
Total 13F shares, excl. options
-
22,631
-
Shares change
-
-4,854
-
Total reported value, excl. options
-
$1,447,029
-
Value change
-
-$302,753
-
Number of buys
-
1
-
Number of sells
-
4
-
Price
-
$63.96
Institutional Holders of Parnassus Core Equity Institutional - Mutual Fund as of Q2 2025
5 filings reported holding 701769408 - Parnassus Core Equity Institutional - Mutual Fund as of 30 Jun 2025.
Parnassus Core Equity Institutional - Mutual Fund had 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 22,631 shares of stock of the company.
Largest 5 holders included Fulton Bank, N.A., RICHARDSON FINANCIAL SERVICES INC., Coston, McIsaac & Partners, eCIO, Inc., and Trivant Custom Portfolio Group, LLC.
This table shows the top 3 institutional shareholders of the security as of 30 Jun 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.