Birch Hill Investment Advisors LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q4 2025
Holdings value ($000)
2,392,666
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
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
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 2.295 M 95.9% 21.17 K 0 21.17 K
ETFs 97.18 K 4.1% 4.051 K 0 4.051 K
Swipe for more columns

Fund Snapshot

Q4 2025
Latest filed
1/27/2026
Total value ($000)
2,392,666
Holdings
200
QoQ value change ($000)
25,228 (1.1%)
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.