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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 13,461 | $427.7K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,126 | $417.0K | 0.01% | +87+0.7% | Added |
| Sandia Investment Management LP | 12,000 | $381.2K | 0.07% | −6,800−36.2% | Reduced |
| DekaBank Deutsche Girozentrale | 11,973 | $377.0K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 11,500 | $365.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 11,000 | $349.5K | 0.04% | +11,000 | New |
| Versor Investments LP | 10,718 | $340.5K | 0.04% | +2,266+26.8% | Added |
| HMS Capital Management, LLC | 10,583 | $336.2K | 0.21% | +50+0.5% | Added |
| James Investment Research Inc | 10,564 | $336.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 10,299 | $327.2K | 0.10% | −1,782−14.8% | Reduced |
| Shell Asset Management Co | 10,158 | $323.0K | 0.01% | −36−0.4% | Reduced |
| Advisory Services Network, LLC | 10,036 | $318.8K | 0.01% | +50+0.5% | Added |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 9,798 | $311.0K | 0.00% | −560−5.4% | Reduced |
| Advisor Group Holdings, Inc. | 9,712 | $308.5K | 0.00% | −233−2.3% | Reduced |
| M.D. Sass Investors Services, Inc. | 9,591 | $304.7K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 9,374 | $297.8K | 0.00% | +9,374 | New |
| Alliance Wealth Advisors, LLC | 9,155 | $290.9K | 0.12% | +832+10.0% | Added |
| Metropolitan Life Insurance Co | 9,031 | $286.9K | 0.01% | −575−6.0% | Reduced |
| Profund Advisors LLC | 8,990 | $285.6K | 0.02% | −1,380−13.3% | Reduced |
| Russell Investments Group, Ltd. | 8,962 | $284.7K | 0.00% | −2,456−21.5% | Reduced |
| Heritage Investors Management Corp | 8,685 | $276.0K | 0.01% | −20.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,686 | $276.0K | 0.03% | −274−3.1% | Reduced |
| Van Eck Associates Corp | 8,387 | $266.0K | 0.00% | −529−5.9% | Reduced |
| JustInvest LLC | 8,325 | $264.5K | 0.01% | +8,325 | New |
| Los Angeles Capital Management LLC | 7,880 | $250.3K | 0.00% | −399−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 7,715 | $245.1K | 0.00% | −349−4.3% | Reduced |
| Creative Planning | 7,616 | $241.9K | 0.00% | +7,616 | New |
| Toroso Investments, LLC | 7,422 | $236.0K | 0.01% | +7,422 | New |
| Redhawk Wealth Advisors, Inc. | 7,387 | $234.7K | 0.08% | −1,263−14.6% | Reduced |
| Shelton Capital Management | 7,340 | $233.2K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 7,210 | $229.0K | 0.06% | +7,210 | New |
| Bank of Nova Scotia | 7,205 | $228.9K | 0.00% | +7,205 | New |
| Sheaff Brock Investment Advisors, LLC | 6,825 | $216.8K | 0.02% | +6,825 | New |
| Mercer Global Advisors Inc | 6,479 | $206.0K | 0.00% | +6,479 | New |
| Franklin Resources Inc | 6,481 | $205.9K | 0.00% | −365−5.3% | Reduced |
| Jag Capital Management, LLC | 6,417 | $203.9K | 0.03% | +6,417 | New |
| Tower Research Capital LLC (TRC) | 5,946 | $189.0K | 0.01% | −1,106−15.7% | Reduced |
| Quantbot Technologies LP | 5,933 | $188.5K | 0.01% | +5,933 | New |
| Nisa Investment Advisors, LLC | 3,914 | $124.0K | 0.00% | +45+1.2% | Added |
| Macquarie Group Ltd | 1,959 | $62.0K | 0.00% | −950,173−99.8% | Reduced |
| Covestor Ltd | 1,887 | $60.0K | 0.05% | +451+31.4% | Added |
| Quadrant Capital Group LLC | 1,652 | $52.5K | 0.01% | +613+59.0% | Added |
| GWM Advisors LLC | 1,562 | $49.6K | 0.00% | +1,424+1,031.9% | Added |
| Ci Investments Inc. | 1,366 | $43.0K | 0.00% | +1,134+488.8% | Added |
| Advisors Asset Management, Inc. | 1,337 | $42.5K | 0.00% | +733+121.4% | Added |
| Lazard Asset Management LLC | 1,139 | $36.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 939 | $30.0K | 0.00% | +33+3.6% | Added |
| Belpointe Asset Management LLC | 832 | $26.4K | 0.00% | +273+48.8% | Added |
| Signaturefd, LLC | 534 | $17.0K | 0.00% | +293+121.6% | Added |
| Nomura Asset Management Co Ltd | 530 | $16.8K | 0.00% | +530 | New |
| DuPont Capital Management Corp | 440 | $14.0K | 0.00% | −14,279−97.0% | Reduced |
| Fifth Third Bancorp | 386 | $12.3K | 0.00% | −14−3.5% | Reduced |
| TCI Wealth Advisors, Inc. | 383 | $12.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 383 | $12.2K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 375 | $11.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 289 | $9.18K | 0.00% | −69−19.3% | Reduced |
| CWM, LLC | 198 | $6.00K | 0.00% | +53+36.6% | Added |
| Geneos Wealth Management Inc. | 175 | $5.56K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 140 | $4.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 134 | $4.26K | 0.00% | +41+44.1% | Added |
| Denali Advisors LLC | 127 | $4.04K | 0.00% | −16−11.2% | Reduced |
| Parallel Advisors, LLC | 126 | $4.00K | 0.00% | −3−2.3% | Reduced |
| Manchester Capital Management LLC | 110 | $3.50K | 0.00% | −8−6.8% | Reduced |
| JFS Wealth Advisors, LLC | 83 | $2.64K | 0.00% | +5+6.4% | Added |
| Sofos Investments, Inc. | 32 | $2.24K | 0.10% | +2+6.7% | Added |
| Farmers & Merchants Investments Inc | 65 | $2.06K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 79 | $2.00K | 0.00% | +44+125.7% | Added |
| Ahrens Investment Partners LLC | 55 | $1.75K | 0.00% | +55 | New |
| Toth Financial Advisory Corp | 50 | $1.59K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $1.43K | 0.00% | −2−4.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 40 | $1.27K | 0.00% | −33−45.2% | Reduced |
| Bell Investment Advisors, Inc | 34 | $1.08K | 0.00% | −16−32.0% | Reduced |
| EverSource Wealth Advisors, LLC | 34 | $1.08K | 0.00% | +5+17.2% | Added |
| AdvisorNet Financial, Inc | 26 | $826 | 0.00% | +2+8.3% | Added |
| SJS Investment Consulting Inc. | 22 | $699 | 0.00% | −3−12.0% | Reduced |
| Disciplined Investments, LLC | 21 | $667 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $540 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $477 | 0.00% | −13−46.4% | Reduced |
| IFP Advisors, Inc | 12 | $205 | 0.00% | −43−78.2% | Reduced |
| Tfo-TDC, LLC | 4 | $127 | 0.00% | +1+33.3% | Added |
| Farther Finance Advisors, LLC | 4 | $127 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −210,373−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −101,712−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −51,915−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −51,800−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −44,265−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −37,812−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −29,632−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,119−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,255−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,462−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −16,919−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −14,830−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −11,914−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −11,760−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −9,352−100.0% | Sold out |