Birch Hill Investment Advisors LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 10, 2024), Birch Hill Investment Advisors LLC reported 178 stock positions worth $2.1 billion. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Fiserv (FISV, 5.1%) and Berkshire Hathaway Class B (BRK.B, 5.0%). Compared with Q2 2024, it opened 6 new positions, sold out of 1, added to 39 and reduced 69. The biggest buy was S&P Global (SPGI, shares +0%) and the biggest sale Mobileye Global Class A (MBLY, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001424177
- Portfolio Value
- $2.1B (Q3 2024)
- SEC Filing
- 0001172661-24-004212 ↗ filed Oct 10, 2024
Holdings Value
Holdings 178 stocks · $2.1B
| MSFT Microsoft Corp. | 5.62% | 278,080 | $119.7M | Reduce -0.2% |
| FISV Fiserv Inc. | 5.12% | 606,827 | $109.0M | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.98% | 230,466 | $106.1M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 4.89% | 558,766 | $104.1M | Reduce -0.5% |
| MRSH Marsh & McLennan Cos | 4.52% | 431,431 | $96.2M | Reduce -0.6% |
| AAPL Apple Inc. | 3.75% | 342,317 | $79.8M | Reduce -0.1% |
| ECL Ecolab Inc. | 3.67% | 306,339 | $78.2M | Reduce -0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 3.67% | 168,157 | $78.2M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 3.63% | 466,351 | $77.3M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.57% | 646,977 | $76.0M | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.91% | 280,288 | $62.0M | Reduce -1.0% |
| INTU Intuit Inc. | 2.51% | 86,083 | $53.5M | Add +0.5% |
| ROK Rockwell Automation Inc. | 2.50% | 198,148 | $53.2M | Reduce -0.3% |
| SPGI S&P Global Inc. | 2.44% | 100,714 | $52.0M | Add +0.2% |
| KR Kroger Co. | 2.44% | 905,261 | $51.9M | Reduce -3.8% |
| MRK Merck & Co. Inc. | 2.39% | 447,244 | $50.8M | Reduce -0.7% |
| STZ Constellation Brands Inc. Class A | 1.86% | 153,715 | $39.6M | Add +1.3% |
| ALC Alcon Inc. filed as ALCON AG | 1.83% | 389,138 | $38.9M | Reduce -0.0% |
| APH Amphenol Corp. Class A | 1.80% | 587,852 | $38.3M | Reduce -1.0% |
| GOOG Alphabet Inc. Class C | 1.80% | 228,952 | $38.3M | Reduce -1.4% |
| LECO Lincoln Electric Holdings | 1.72% | 191,113 | $36.7M | Add +4.2% |
| COST Costco Wholesale Corp. | 1.67% | 40,085 | $35.5M | Reduce -5.9% |
| MA Mastercard Inc. Class A | 1.53% | 65,857 | $32.5M | Reduce -0.9% |
| WTS Watts Water Technologies-A | 1.52% | 156,374 | $32.4M | Add +7.7% |
| LH Labcorp Holdings Inc. | 1.47% | 140,358 | $31.4M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 1.42% | 258,193 | $30.2M | Add +10.6% |
| JNJ Johnson & Johnson | 1.34% | 176,681 | $28.6M | Reduce -3.3% |
| IVV iShares Core S&P 500 ETF | 1.24% | 45,847 | $26.4M | Add +0.6% |
| MDLZ Mondelez International Inc. Class A | 1.23% | 356,051 | $26.2M | Reduce -2.7% |
| EW Edwards Lifesciences Corp. | 1.20% | 388,129 | $25.6M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 1.04% | 104,965 | $22.1M | Reduce -2.4% |
| ADBE Adobe Inc. | 1.03% | 42,204 | $21.9M | Add +42.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.02% | 20,855 | $21.7M | Reduce -0.9% |
| GNTX Gentex Corp. | 0.76% | 545,668 | $16.2M | Reduce -12.7% |
| TT Trane Technologies PLC | 0.68% | 37,502 | $14.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.66% | 351,639 | $14.0M | Reduce -6.5% |
| PEP Pepsico Inc. | 0.63% | 79,190 | $13.5M | Reduce -1.6% |
| ACN Accenture PLC Class A | 0.47% | 28,385 | $10.0M | Add +2.2% |
| PG The Procter & Gamble Co. | 0.47% | 57,817 | $10.0M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.38% | 69,269 | $8.1M | Reduce -0.1% |
| MBLY Mobileye Global Inc. Class A | 0.38% | 588,753 | $8.1M | Reduce -48.4% |
| ADP Automatic Data Processing | 0.37% | 28,417 | $7.9M | No change |
| CSL Carlisle Cos Inc. | 0.34% | 16,144 | $7.3M | Add +6.6% |
| CL Colgate-Palmolive Co. | 0.33% | 67,983 | $7.1M | No change |
| KO The Coca-Cola Co. | 0.33% | 97,536 | $7.0M | Reduce -0.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.33% | 137,511 | $6.9M | No change |
| IJH iShares Core S&P Midcap ETF | 0.32% | 109,154 | $6.8M | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.30% | 75,831 | $6.3M | Add +0.8% |
| NEE Nextera Energy Inc. | 0.28% | 70,638 | $6.0M | Add +1.5% |
| HD Home Depot Inc. | 0.27% | 14,425 | $5.8M | Reduce -0.5% |
| UPS United Parcel Service Class B | 0.27% | 42,865 | $5.8M | Reduce -16.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.27% | 70,805 | $5.8M | Reduce -5.1% |
| ORCL Oracle Corp. | 0.27% | 33,956 | $5.8M | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 119,704 | $5.7M | Add +2.5% |
| BBJP JPMorgan Betabuilders Japan | 0.27% | 96,060 | $5.7M | Add +9.4% |
| MAS Masco Corp. | 0.26% | 66,800 | $5.6M | Reduce -22.0% |
| ABBV Abbvie Inc. | 0.26% | 27,914 | $5.5M | No change |
| AVGO Broadcom Inc. | 0.24% | 30,170 | $5.2M | Reduce -5.3% |
| WAB Wabtec Corp. | 0.24% | 27,921 | $5.1M | Reduce -14.7% |
| APD Air Products & Chemicals Inc. | 0.23% | 16,464 | $4.9M | Add +6.5% |
| BXP BXP Inc. | 0.22% | 59,025 | $4.7M | Reduce -12.8% |
| NVDA Nvidia Corp. | 0.22% | 38,767 | $4.7M | Reduce -0.7% |
| RTX RTX Corp. | 0.22% | 38,749 | $4.7M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 7,272 | $4.5M | Add +1.3% |
| UBER Uber Technologies Inc. | 0.20% | 55,684 | $4.2M | Add +7.8% |
| ADI Analog Devices Inc. | 0.19% | 17,858 | $4.1M | Add +2.5% |
| KVUE Kenvue Inc. | 0.19% | 176,656 | $4.1M | Add +1.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.19% | 37,669 | $4.1M | Add +18.4% |
| NKE Nike Inc. Class B | 0.16% | 37,551 | $3.3M | Add +26.7% |
| EMR Emerson Electric Co. | 0.15% | 29,734 | $3.3M | Reduce -0.1% |
| IR Ingersoll-Rand Inc. | 0.15% | 33,090 | $3.2M | No change |
| VEA Vanguard Ftse Developed ETF | 0.14% | 58,362 | $3.1M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.14% | 11,251 | $3.1M | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 0.14% | 13,804 | $3.0M | Add +2.2% |
| ABT Abbott Laboratories | 0.14% | 26,363 | $3.0M | Reduce -5.4% |
| CVS CVS Health Corp. | 0.13% | 44,470 | $2.8M | Reduce -36.8% |
| USB US Bancorp | 0.12% | 57,510 | $2.6M | Reduce -2.6% |
| LIN Linde PLC | 0.11% | 5,082 | $2.4M | Reduce -0.3% |
| ITW Illinois Tool Works | 0.11% | 9,163 | $2.4M | Reduce -0.0% |
| CVX Chevron Corp. | 0.11% | 15,284 | $2.3M | Reduce -0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 23,221 | $2.2M | Reduce -3.9% |
| XLE SS Energy Select Sector | 0.10% | 24,960 | $2.2M | Reduce -0.2% |
| UNP Union Pacific Corp. | 0.10% | 8,711 | $2.1M | Reduce -12.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.10% | 8,931 | $2.1M | Add +7.1% |
| KMX Carmax Inc. | 0.10% | 26,589 | $2.1M | Add +2.2% |
| ROP Roper Technologies Inc. | 0.09% | 3,491 | $1.9M | Add +2.0% |
| ZBH Zimmer Biomet Holdings Inc. | 0.09% | 17,168 | $1.9M | Reduce -5.5% |
| ALLE Allegion PLC | 0.09% | 12,500 | $1.8M | Reduce -5.3% |
| MCD McDonald's Corp. | 0.08% | 5,850 | $1.8M | Reduce -0.1% |
| EEM iShares MSCI Emerging Market | 0.08% | 37,949 | $1.7M | Add +0.1% |
| CARR Carrier Global Corp. | 0.08% | 21,528 | $1.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 2,884 | $1.7M | Add +0.1% |
| CAT Caterpillar Inc. | 0.07% | 4,044 | $1.6M | No change |
| V Visa Inc. Class A | 0.07% | 5,559 | $1.5M | Add +15.1% |
| DE Deere & Co. | 0.07% | 3,515 | $1.5M | Reduce -7.0% |
| DOV Dover Corp. | 0.06% | 6,970 | $1.3M | No change |
| COPX Global X Copper Miners ETF | 0.06% | 27,689 | $1.3M | Add +28.1% |
| VOO Vanguard S&P 500 ETF | 0.06% | 2,452 | $1.3M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 14,048 | $1.2M | No change |
| WM Waste Management Inc. | 0.06% | 5,881 | $1.2M | Reduce -7.8% |
Portfolio Sells Q2 2024 → Q3 2024
| MBLY Mobileye Global Inc. Class A | Reduce -48.4% | 0.38% | −1.17 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 3.63% | −0.56 |
| MSFT Microsoft Corp. | Reduce -0.2% | 5.62% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 4.89% | −0.36 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 2.39% | −0.31 |
| GOOG Alphabet Inc. Class C | Reduce -1.4% | 1.80% | −0.26 |
| GNTX Gentex Corp. | Reduce -12.7% | 0.76% | −0.26 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.9% | 3.67% | −0.21 |
| ROK Rockwell Automation Inc. | Reduce -0.3% | 2.50% | −0.15 |
| APH Amphenol Corp. Class A | Reduce -1.0% | 1.80% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -5.9% | 1.67% | −0.08 |
| CVS CVS Health Corp. | Reduce -36.8% | 0.13% | −0.07 |
| BAC Bank of America Corp. | Reduce -6.5% | 0.66% | −0.07 |
| UPS United Parcel Service Class B | Reduce -16.4% | 0.27% | −0.06 |
| PRTCY Puretech Health PLC - ADR | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Reduce -7.2% | 0.04% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -8.0% | 0.04% | −0.02 |
| MAS Masco Corp. | Reduce -22.0% | 0.26% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 1.04% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.7% | 0.22% | −0.01 |
| WAB Wabtec Corp. | Reduce -14.7% | 0.24% | −0.01 |
| DIS The Walt Disney Co. | Reduce -3.9% | 0.10% | −0.01 |
| CVX Chevron Corp. | Reduce -0.1% | 0.11% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.63% | −0.01 |
| WM Waste Management Inc. | Reduce -7.8% | 0.06% | −0.01 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -5.5% | 0.09% | −0.01 |
| UNP Union Pacific Corp. | Reduce -12.2% | 0.10% | −0.01 |
| XLE SS Energy Select Sector | Reduce -0.2% | 0.10% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -15.8% | 0.05% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.15% | −0.01 |
| FDX FedEx Corp. | Reduce -5.5% | 0.03% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.38% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -23.4% | 0.02% | −0.00 |
| AVGO Broadcom Inc. | Reduce -5.3% | 0.24% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -4.1% | 0.01% | −0.00 |
| PFE Pfizer Inc. | Reduce -5.3% | 0.04% | −0.00 |
| XYL Xylem Inc. | Reduce -7.8% | 0.02% | −0.00 |
| HON Honeywell International Inc. | Reduce -1.8% | 0.01% | −0.00 |
| AMGN Amgen Inc. | Reduce -0.5% | 0.03% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -5.7% | 0.02% | −0.00 |
| DE Deere & Co. | Reduce -7.0% | 0.07% | +0.00 |
| SYY Sysco Corp. | Reduce -0.9% | 0.02% | +0.00 |
| ABT Abbott Laboratories | Reduce -5.4% | 0.14% | +0.00 |
| CRM Salesforce Inc. | Reduce -0.8% | 0.14% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 0.14% | +0.01 |
| LIN Linde PLC | Reduce -0.3% | 0.11% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.47% | +0.01 |
| ITW Illinois Tool Works | Reduce -0.0% | 0.11% | +0.01 |
| MMM 3M Co. | Reduce -2.3% | 0.04% | +0.01 |
| USB US Bancorp | Reduce -2.6% | 0.12% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| SPGI S&P Global Inc. | Add +0.2% | 2.44% | +0.28 |
| WTS Watts Water Technologies-A | Add +7.7% | 1.52% | +0.23 |
| ADBE Adobe Inc. | Add +42.5% | 1.03% | +0.23 |
| IJR iShares Core S&P Small-Cap E | Add +10.6% | 1.42% | +0.21 |
| LH Labcorp Holdings Inc. | Add +0.9% | 1.47% | +0.10 |
| ACN Accenture PLC Class A | Add +2.2% | 0.47% | +0.06 |
| LECO Lincoln Electric Holdings | Add +4.2% | 1.72% | +0.05 |
| NKE Nike Inc. Class B | Add +26.7% | 0.16% | +0.05 |
| CSL Carlisle Cos Inc. | Add +6.6% | 0.34% | +0.04 |
| NEE Nextera Energy Inc. | Add +1.5% | 0.28% | +0.04 |
| IJS iShares S&P Small-Cap 600 Va | Add +18.4% | 0.19% | +0.04 |
| KVUE Kenvue Inc. | Add +1.3% | 0.19% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +6.5% | 0.23% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 1.24% | +0.04 |
| HAYW Hayward Holdings Inc. | New | 0.03% | +0.03 |
| BBJP JPMorgan Betabuilders Japan | Add +9.4% | 0.27% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +2.5% | 0.27% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +1.3% | 0.21% | +0.02 |
| UBER Uber Technologies Inc. | Add +7.8% | 0.20% | +0.01 |
| COPX Global X Copper Miners ETF | Add +28.1% | 0.06% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.8% | 0.30% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 0.32% | +0.01 |
| CACI Caci International Inc. Class A | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +2.2% | 0.14% | +0.01 |
| V Visa Inc. Class A | Add +15.1% | 0.07% | +0.01 |
| HUBB Hubbell Inc. | New | 0.01% | +0.01 |
| POR Portland General Electric Co. | New | 0.01% | +0.01 |
| WAT Waters Corp. | New | 0.01% | +0.01 |
| LOW Lowe's Cos Inc. | New | 0.01% | +0.01 |
| HLT Hilton Worldwide Holdings Inc. | Add +7.1% | 0.10% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +18.7% | 0.02% | +0.01 |
| TSLA Tesla Inc. | Add +6.0% | 0.02% | +0.00 |
| KMX Carmax Inc. | Add +2.2% | 0.10% | +0.00 |
| BC Brunswick Corp. | Add +14.6% | 0.02% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +0.1% | 0.08% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.4% | 0.03% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.05% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.08% | +0.00 |
| ESML iShares ESG Aware MSCI USA S | Add +7.5% | 0.01% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.2% | 0.03% | +0.00 |
| ADI Analog Devices Inc. | Add +2.5% | 0.19% | +0.00 |
| ROP Roper Technologies Inc. | Add +2.0% | 0.09% | −0.00 |
| STZ Constellation Brands Inc. Class A | Add +1.3% | 1.86% | −0.03 |
| INTU Intuit Inc. | Add +0.5% | 2.51% | −0.21 |
| EW Edwards Lifesciences Corp. | Add +0.8% | 1.20% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $2.5B | AMZN, APH, GOOGL, BRK.B, AAPL |
| Q1 2026 | 195 | $2.2B | AMZN, MSFT, BRK.B, GOOGL, TJX |
| Q4 2025 | 200 | $2.4B | MSFT, AMZN, GOOGL, BRK.B, APH |
| Q3 2025 | 197 | $2.4B | MSFT, AMZN, BRK.B, APH, AAPL |
| Q2 2025 | 195 | $2.3B | MSFT, AMZN, BRK.B, MRSH, FISV |
| Q1 2025 | 187 | $2.1B | BRK.B, FISV, MSFT, MRSH, AMZN |
| Q4 2024 | 181 | $2.2B | AMZN, MSFT, FISV, BRK.B, MRSH |
| Q3 2024 | 178 | $2.1B | MSFT, FISV, BRK.B, AMZN, MRSH |
| Q2 2024 | 172 | $2.1B | MSFT, AMZN, BRK.B, FISV, MRSH |
| Q1 2024 | 172 | $2.1B | MSFT, AMZN, FISV, BRK.B, MRSH |