TRILLIUM ASSET MANAGEMENT, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,192,199
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 239 | 3,192,199 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q2 2026 | 8/10/2026 | 230 | 3,250,436 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q1 2026 | 5/11/2026 | 230 | 3,013,912 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q4 2025 | 2/13/2026 | 232 | 3,267,514 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q3 2025 | 11/14/2025 | 233 | 3,786,159 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q2 2025 | 8/6/2025 | 229 | 3,717,221 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q2 2014 | 7/28/2014 | 188 | 1,167,077 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q1 2014 | 4/14/2014 | 175 | 1,063,703 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
| Q4 2013 | 1/15/2014 | 178 | 1,018,342 | 13F-HR | TRILLIUM ASSET MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.174 M | 99.4% | 0 | 56.45 K | -56.45 K |
| ETFs | 18.64 K | 0.6% | 0 | 1.796 K | -1.796 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
3,192,199
Holdings
239
QoQ value change ($000)
-58,237
(-1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.