Option Care Health, Inc.
OPCH- Exchange
- Nasdaq
- Industry
- Services-Home Health Care Services
- SEC CIK
- 0001014739
No open-market purchases or sales by Option Care Health, Inc. insiders were filed in the last 90 days; 372 institutions reported holding it in 13F filings for Q2 2026, worth $3.30B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Option Care Health, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 290
- +14 vs. Q3 2022
- Shares held
- 149.3M
- −2.37M (−1.6%) vs. Q3 2022
- Total value
- $4.49B
- −$282.6M (−5.9%) vs. Q3 2022
- New holders
- 49
- 107 more added
- Sold out
- 35
- 92 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OPCH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 372 | $3.30B |
| Q1 2026 | 372 | $4.46B |
| Q4 2025 | 366 | $5.22B |
| Q3 2025 | 381 | $4.56B |
| Q2 2025 | 382 | $5.29B |
| Q1 2025 | 384 | $5.67B |
| Q4 2024 | 345 | $3.80B |
| Q3 2024 | 339 | $5.40B |
| Q2 2024 | 342 | $4.80B |
| Q1 2024 | 341 | $5.65B |
| Q4 2023 | 350 | $5.73B |
| Q3 2023 | 357 | $5.55B |
| Q2 2023 | 316 | $5.59B |
| Q1 2023 | 284 | $5.27B |
| Q4 2022 | 290 | $4.49B |
| Q3 2022 | 280 | $4.82B |
| Q2 2022 | 251 | $3.98B |
| Q1 2022 | 235 | $3.99B |
| Q4 2021 | 229 | $3.89B |
| Q3 2021 | 210 | $3.32B |
| Q2 2021 | 160 | $2.28B |
| Q1 2021 | 155 | $1.52B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 138 | $4 | 0.00% | +138 | New |
| Farther Finance Advisors, LLC | 4 | $120 | 0.00% | +4 | New |
| Lee Financial Co | 5 | $150 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $245 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 12 | $361 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 15 | $451 | 0.00% | +5+50.0% | Added |
| Baker Avenue Asset Management, LP | 17 | $512 | 0.00% | +17 | New |
| Disciplined Investments, LLC | 21 | $632 | 0.00% | −3−12.5% | Reduced |
| AdvisorNet Financial, Inc | 24 | $722 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 25 | $752 | 0.00% | +11+78.6% | Added |
| Sofos Investments, Inc. | 30 | $801 | 0.01% | −466−94.0% | Reduced |
| Allworth Financial LP | 28 | $843 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $873 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 35 | $1.00K | 0.00% | +35 | New |
| Schubert & Co | 47 | $1.41K | 0.00% | −15−24.2% | Reduced |
| Toth Financial Advisory Corp | 50 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 50 | $1.50K | 0.00% | +33+194.1% | Added |
| Farmers & Merchants Investments Inc | 65 | $1.96K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 73 | $2.20K | 0.00% | +33+82.5% | Added |
| JFS Wealth Advisors, LLC | 78 | $2.35K | 0.00% | −9−10.3% | Reduced |
| Massmutual Trust Co FSB | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 118 | $3.55K | 0.00% | −13−9.9% | Reduced |
| Parallel Advisors, LLC | 129 | $3.88K | 0.00% | −15−10.4% | Reduced |
| CWM, LLC | 145 | $4.00K | 0.00% | −179−55.2% | Reduced |
| Versant Capital Management, Inc | 140 | $4.21K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 143 | $4.30K | 0.00% | +143 | New |
| First Personal Financial Services | 169 | $5.08K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 175 | $5.27K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 232 | $7.00K | 0.00% | +232 | New |
| Signaturefd, LLC | 241 | $7.25K | 0.00% | −58−19.4% | Reduced |
| Madden Securities Corp | 250 | $7.52K | 0.00% | +250 | New |
| Lindbrook Capital, LLC | 358 | $10.8K | 0.00% | +52+17.0% | Added |
| Earnest Partners LLC | 375 | $11.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 383 | $11.5K | 0.00% | −1−0.3% | Reduced |
| HighMark Wealth Management LLC | 383 | $11.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 390 | $11.7K | 0.00% | +390 | New |
| Fifth Third Bancorp | 400 | $12.0K | 0.00% | +128+47.1% | Added |
| Parkside Financial Bank & Trust | 413 | $12.4K | 0.00% | −340−45.2% | Reduced |
| Dark Forest Capital Management LP | 470 | $14.1K | 0.00% | −163−25.8% | Reduced |
| Belpointe Asset Management LLC | 559 | $16.8K | 0.00% | +559 | New |
| Advisors Asset Management, Inc. | 604 | $18.2K | 0.00% | +604 | New |
| HealthInvest Partners AB | 736 | $22.1K | 0.04% | +736 | New |
| Public Employees Retirement System of Ohio | 906 | $27.0K | 0.00% | −1,330−59.5% | Reduced |
| Quadrant Capital Group LLC | 1,039 | $31.3K | 0.00% | +782+304.3% | Added |
| Lazard Asset Management LLC | 1,139 | $34.0K | 0.00% | +91+8.7% | Added |
| Covestor Ltd | 1,436 | $43.0K | 0.04% | −93−6.1% | Reduced |
| Twin Tree Management, LP | 1,448 | $43.6K | 0.00% | +1,448 | New |
| Trustcore Financial Services, LLC | 2,000 | $60.2K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,869 | $116.0K | 0.00% | −29−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 4,374 | $130.0K | 0.00% | +4,192+2,303.3% | Added |
| Quantamental Technologies LLC | 6,658 | $200.3K | 0.09% | +6,658 | New |
| Corton Capital Inc. | 6,710 | $201.9K | 0.17% | +6,710 | New |
| Franklin Resources Inc | 6,846 | $206.0K | 0.00% | +242+3.7% | Added |
| Tower Research Capital LLC (TRC) | 7,052 | $213.0K | 0.01% | −8,971−56.0% | Reduced |
| Fox Run Management, L.L.C. | 7,233 | $217.6K | 0.09% | +7,233 | New |
| Apollon Wealth Management, LLC | 7,290 | $219.4K | 0.02% | +7,290 | New |
| Shelton Capital Management | 7,340 | $220.9K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,364 | $221.6K | 0.00% | −19,514−72.6% | Reduced |
| Verition Fund Management LLC | 7,887 | $237.3K | 0.00% | +7,887 | New |
| O'Shaughnessy Asset Management, LLC | 8,064 | $242.6K | 0.00% | −84−1.0% | Reduced |
| Los Angeles Capital Management LLC | 8,279 | $249.1K | 0.00% | +8,279 | New |
| Alliance Wealth Advisors, LLC | 8,323 | $250.4K | 0.11% | +8,323 | New |
| Versor Investments LP | 8,452 | $254.3K | 0.02% | +8,452 | New |
| Brinker Capital Investments, LLC | 8,521 | $256.4K | 0.01% | +8,521 | New |
| Redhawk Wealth Advisors, Inc. | 8,650 | $260.3K | 0.10% | +1,200+16.1% | Added |
| Heritage Investors Management Corp | 8,687 | $261.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 8,916 | $268.0K | 0.00% | +2,519+39.4% | Added |
| Mount Yale Investment Advisors, LLC | 8,960 | $269.6K | 0.03% | +122+1.4% | Added |
| Gotham Asset Management, LLC | 9,054 | $272.4K | 0.01% | −6,489−41.7% | Reduced |
| Contravisory Investment Management, Inc. | 9,242 | $278.1K | 0.08% | +1,179+14.6% | Added |
| IHT Wealth Management, LLC | 9,352 | $281.4K | 0.02% | 00.0% | Unchanged |
| M.D. Sass Investors Services, Inc. | 9,591 | $288.6K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,606 | $289.0K | 0.01% | +273+2.9% | Added |
| Advisor Group Holdings, Inc. | 9,945 | $299.5K | 0.00% | −6,933−41.1% | Reduced |
| Advisory Services Network, LLC | 9,986 | $300.5K | 0.01% | −184−1.8% | Reduced |
| Wedbush Securities Inc | 10,000 | $301.0K | 0.02% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 10,000 | $301.0K | 0.07% | +10,000 | New |
| Shell Asset Management Co | 10,194 | $307.0K | 0.01% | −2,011−16.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,358 | $312.0K | 0.00% | +1,696+19.6% | Added |
| Profund Advisors LLC | 10,370 | $312.0K | 0.02% | +34+0.3% | Added |
| HMS Capital Management, LLC | 10,533 | $316.9K | 0.22% | −3,363−24.2% | Reduced |
| James Investment Research Inc | 10,564 | $318.0K | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,418 | $343.6K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 11,500 | $346.0K | 0.00% | +400+3.6% | Added |
| HSBC Holdings PLC | 11,760 | $354.1K | 0.00% | −29,189−71.3% | Reduced |
| Point72 Middle East FZE | 11,914 | $358.5K | 0.03% | +11,914 | New |
| State of Wyoming | 12,081 | $363.5K | 0.12% | −1,355−10.1% | Reduced |
| DekaBank Deutsche Girozentrale | 11,973 | $364.0K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 13,091 | $371.3K | 0.14% | +30+0.2% | Added |
| Crossmark Global Holdings, Inc. | 13,039 | $392.0K | 0.01% | +849+7.0% | Added |
| Bailard, Inc. | 13,461 | $405.0K | 0.02% | +5,000+59.1% | Added |
| Securian Asset Management, Inc | 14,115 | $424.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 14,309 | $430.6K | 0.01% | −8,017−35.9% | Reduced |
| DuPont Capital Management Corp | 14,719 | $442.9K | 0.02% | −1,008−6.4% | Reduced |
| Westwood Holdings Group Inc. | 14,830 | $446.0K | 0.00% | +14,830 | New |
| CI Private Wealth, LLC | 15,750 | $473.9K | 0.00% | +15,750 | New |
| Illinois Municipal Retirement Fund | 16,090 | $484.0K | 0.01% | +16,090 | New |
| Perkins Capital Management Inc | 16,500 | $496.0K | 0.52% | 00.0% | Unchanged |
| Pictet Asset Management SA | 16,780 | $505.0K | 0.00% | +7,493+80.7% | Added |
| United Services Automobile Association | 16,919 | $509.0K | 0.01% | 00.0% | Unchanged |