Birch Hill Investment Advisors LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,469,139
- 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 |
|---|---|---|---|---|---|
| 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 | 2.307 M | 93.4% | 218 K | 0 | 218 K |
| ETFs | 161.8 K | 6.6% | 23.32 K | 0 | 23.32 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
2,469,139
Holdings
211
QoQ value change ($000)
241,310
(10.8%)
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.