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, Q1 2023
Institutional positions in Option Care Health, Inc. as of Mar 31, 2023. 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
- 284
- −2 vs. Q4 2022
- Shares held
- 166.1M
- +16.9M (+11.3%) vs. Q4 2022
- Total value
- $5.27B
- +$780.3M (+17.4%) vs. Q4 2022
- New holders
- 30
- 144 more added
- Sold out
- 32
- 82 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 4 | $127 | 0.00% | +1+33.3% | Added |
| Farther Finance Advisors, LLC | 4 | $127 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $205 | 0.00% | −43−78.2% | Reduced |
| Allworth Financial LP | 15 | $477 | 0.00% | −13−46.4% | Reduced |
| Baker Avenue Asset Management, LP | 17 | $540 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $667 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $699 | 0.00% | −3−12.0% | Reduced |
| AdvisorNet Financial, Inc | 26 | $826 | 0.00% | +2+8.3% | Added |
| EverSource Wealth Advisors, LLC | 34 | $1.08K | 0.00% | +5+17.2% | Added |
| Bell Investment Advisors, Inc | 34 | $1.08K | 0.00% | −16−32.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 40 | $1.27K | 0.00% | −33−45.2% | Reduced |
| Schubert & Co | 45 | $1.43K | 0.00% | −2−4.3% | Reduced |
| Toth Financial Advisory Corp | 50 | $1.59K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 55 | $1.75K | 0.00% | +55 | New |
| Steward Financial Group LLC | 79 | $2.00K | 0.00% | +44+125.7% | Added |
| Farmers & Merchants Investments Inc | 65 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 32 | $2.24K | 0.10% | +2+6.7% | Added |
| JFS Wealth Advisors, LLC | 83 | $2.64K | 0.00% | +5+6.4% | Added |
| Manchester Capital Management LLC | 110 | $3.50K | 0.00% | −8−6.8% | Reduced |
| Parallel Advisors, LLC | 126 | $4.00K | 0.00% | −3−2.3% | Reduced |
| Denali Advisors LLC | 127 | $4.04K | 0.00% | −16−11.2% | Reduced |
| Massmutual Trust Co FSB | 134 | $4.26K | 0.00% | +41+44.1% | Added |
| Versant Capital Management, Inc | 140 | $4.45K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 175 | $5.56K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 198 | $6.00K | 0.00% | +53+36.6% | Added |
| Lindbrook Capital, LLC | 289 | $9.18K | 0.00% | −69−19.3% | Reduced |
| Earnest Partners LLC | 375 | $11.9K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 383 | $12.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 383 | $12.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 386 | $12.3K | 0.00% | −14−3.5% | Reduced |
| DuPont Capital Management Corp | 440 | $14.0K | 0.00% | −14,279−97.0% | Reduced |
| Nomura Asset Management Co Ltd | 530 | $16.8K | 0.00% | +530 | New |
| Signaturefd, LLC | 534 | $17.0K | 0.00% | +293+121.6% | Added |
| Belpointe Asset Management LLC | 832 | $26.4K | 0.00% | +273+48.8% | Added |
| Public Employees Retirement System of Ohio | 939 | $30.0K | 0.00% | +33+3.6% | Added |
| Lazard Asset Management LLC | 1,139 | $36.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,337 | $42.5K | 0.00% | +733+121.4% | Added |
| Ci Investments Inc. | 1,366 | $43.0K | 0.00% | +1,134+488.8% | Added |
| GWM Advisors LLC | 1,562 | $49.6K | 0.00% | +1,424+1,031.9% | Added |
| Quadrant Capital Group LLC | 1,652 | $52.5K | 0.01% | +613+59.0% | Added |
| Covestor Ltd | 1,887 | $60.0K | 0.05% | +451+31.4% | Added |
| Macquarie Group Ltd | 1,959 | $62.0K | 0.00% | −950,173−99.8% | Reduced |
| Nisa Investment Advisors, LLC | 3,914 | $124.0K | 0.00% | +45+1.2% | Added |
| Quantbot Technologies LP | 5,933 | $188.5K | 0.01% | +5,933 | New |
| Tower Research Capital LLC (TRC) | 5,946 | $189.0K | 0.01% | −1,106−15.7% | Reduced |
| Jag Capital Management, LLC | 6,417 | $203.9K | 0.03% | +6,417 | New |
| Franklin Resources Inc | 6,481 | $205.9K | 0.00% | −365−5.3% | Reduced |
| Mercer Global Advisors Inc | 6,479 | $206.0K | 0.00% | +6,479 | New |
| Sheaff Brock Investment Advisors, LLC | 6,825 | $216.8K | 0.02% | +6,825 | New |
| Bank of Nova Scotia | 7,205 | $228.9K | 0.00% | +7,205 | New |
| Advisor Resource Council | 7,210 | $229.0K | 0.06% | +7,210 | New |
| Shelton Capital Management | 7,340 | $233.2K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 7,387 | $234.7K | 0.08% | −1,263−14.6% | Reduced |
| Toroso Investments, LLC | 7,422 | $236.0K | 0.01% | +7,422 | New |
| Creative Planning | 7,616 | $241.9K | 0.00% | +7,616 | New |
| O'Shaughnessy Asset Management, LLC | 7,715 | $245.1K | 0.00% | −349−4.3% | Reduced |
| Los Angeles Capital Management LLC | 7,880 | $250.3K | 0.00% | −399−4.8% | Reduced |
| JustInvest LLC | 8,325 | $264.5K | 0.01% | +8,325 | New |
| Van Eck Associates Corp | 8,387 | $266.0K | 0.00% | −529−5.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,686 | $276.0K | 0.03% | −274−3.1% | Reduced |
| Heritage Investors Management Corp | 8,685 | $276.0K | 0.01% | −20.0% | Reduced |
| Russell Investments Group, Ltd. | 8,962 | $284.7K | 0.00% | −2,456−21.5% | Reduced |
| Profund Advisors LLC | 8,990 | $285.6K | 0.02% | −1,380−13.3% | Reduced |
| Metropolitan Life Insurance Co | 9,031 | $286.9K | 0.01% | −575−6.0% | Reduced |
| Alliance Wealth Advisors, LLC | 9,155 | $290.9K | 0.12% | +832+10.0% | Added |
| LPL Financial LLC | 9,374 | $297.8K | 0.00% | +9,374 | New |
| M.D. Sass Investors Services, Inc. | 9,591 | $304.7K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,712 | $308.5K | 0.00% | −233−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,798 | $311.0K | 0.00% | −560−5.4% | Reduced |
| Brinker Capital Investments, LLC | 9,950 | $316.1K | 0.00% | +1,429+16.8% | Added |
| Orion Portfolio Solutions, LLC | 9,950 | $316.1K | 0.00% | +9,950 | New |
| Advisory Services Network, LLC | 10,036 | $318.8K | 0.01% | +50+0.5% | Added |
| Shell Asset Management Co | 10,158 | $323.0K | 0.01% | −36−0.4% | Reduced |
| State of Wyoming | 10,299 | $327.2K | 0.10% | −1,782−14.8% | Reduced |
| James Investment Research Inc | 10,564 | $336.0K | 0.04% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 10,583 | $336.2K | 0.21% | +50+0.5% | Added |
| Versor Investments LP | 10,718 | $340.5K | 0.04% | +2,266+26.8% | Added |
| Bayesian Capital Management, LP | 11,000 | $349.5K | 0.04% | +11,000 | New |
| Regions Financial Corp | 11,500 | $365.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 11,973 | $377.0K | 0.00% | 00.0% | Unchanged |
| Sandia Investment Management LP | 12,000 | $381.2K | 0.07% | −6,800−36.2% | Reduced |
| Crossmark Global Holdings, Inc. | 13,126 | $417.0K | 0.01% | +87+0.7% | Added |
| Bailard, Inc. | 13,461 | $427.7K | 0.02% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 13,556 | $430.7K | 0.15% | +465+3.6% | Added |
| Raymond James & Associates | 13,823 | $439.2K | 0.00% | −12,193−46.9% | Reduced |
| Securian Asset Management, Inc | 15,241 | $484.2K | 0.01% | +1,126+8.0% | Added |
| Perkins Capital Management Inc | 15,300 | $486.0K | 0.46% | −1,200−7.3% | Reduced |
| Game Creek Capital, LP | 16,000 | $508.3K | 0.34% | −4,000−20.0% | Reduced |
| Illinois Municipal Retirement Fund | 16,090 | $511.0K | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 17,620 | $515.2K | 0.00% | −30,860−63.7% | Reduced |
| CI Private Wealth, LLC | 16,537 | $525.4K | 0.00% | +787+5.0% | Added |
| Prudential Financial Inc | 20,231 | $577.2K | 0.00% | −3,722−15.5% | Reduced |
| Pictet Asset Management SA | 18,508 | $588.0K | 0.00% | +1,728+10.3% | Added |
| The PNC Financial Services Group, Inc. | 19,377 | $615.6K | 0.00% | −2,364−10.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 20,000 | $635.0K | 0.15% | +10,000+100.0% | Added |
| Teton Advisors, Inc. | 21,000 | $667.2K | 0.18% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 21,127 | $671.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 22,526 | $715.7K | 0.01% | +2,314+11.4% | Added |
| FORA Capital, LLC | 22,657 | $719.8K | 0.07% | +22,657 | New |