Birch Hill Investment Advisors LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,430,287
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 10/16/2026 | 219 | 2,430,287 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q2 2026 | 7/21/2026 | 211 | 2,469,139 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q1 2026 | 4/29/2026 | 195 | 2,227,829 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q4 2025 | 1/27/2026 | 200 | 2,392,666 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q3 2025 | 10/23/2025 | 197 | 2,367,438 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q2 2025 | 7/30/2025 | 195 | 2,252,543 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q2 2014 | 8/8/2014 | 135 | 955,038 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q1 2014 | 5/14/2014 | 136 | 928,623 | 13F-HR | Birch Hill Investment Advisors LLC |
| Q4 2013 | 2/6/2014 | 138 | 935,988 | 13F-HR | Birch Hill Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.268 M | 93.3% | 0 | 39.22 K | -39.22 K |
| ETFs | 162.2 K | 6.7% | 368 | 0 | 368 |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
2,430,287
Holdings
219
QoQ value change ($000)
-38,852
(-1.6%)
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.