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, Q2 2023
Institutional positions in Option Care Health, Inc. as of Jun 30, 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
- 316
- +33 vs. Q1 2023
- Shares held
- 172.2M
- +6.09M (+3.7%) vs. Q1 2023
- Total value
- $5.59B
- +$318.6M (+6.0%) vs. Q1 2023
- New holders
- 75
- 106 more added
- Sold out
- 42
- 107 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 14,373 | $6 | 0.00% | +14,373 | New |
| Rosenberg Matthew Hamilton | 2 | $65 | 0.00% | +2 | New |
| Allworth Financial LP | 4 | $130 | 0.00% | −11−73.3% | Reduced |
| Tfo-TDC, LLC | 4 | $130 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4 | $130 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12 | $205 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 17 | $552 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $585 | 0.00% | −4−18.2% | Reduced |
| Disciplined Investments, LLC | 20 | $650 | 0.00% | −1−4.8% | Reduced |
| Sofos Investments, Inc. | 32 | $834 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $877 | 0.00% | +1+3.8% | Added |
| Headlands Technologies LLC | 30 | $975 | 0.00% | +30 | New |
| Toronto Dominion Bank | 18 | $1.00K | 0.00% | +13+260.0% | Added |
| Toth Financial Advisory Corp | 50 | $1.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $1.75K | 0.00% | −80−59.7% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $2.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $2.34K | 0.00% | −11−13.3% | Reduced |
| Manchester Capital Management LLC | 76 | $2.47K | 0.00% | −34−30.9% | Reduced |
| Global Retirement Partners, LLC | 86 | $2.79K | 0.00% | +86 | New |
| Salem Investment Counselors Inc | 100 | $3.25K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 112 | $3.64K | 0.00% | −14−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 116 | $3.77K | 0.00% | +76+190.0% | Added |
| Versant Capital Management, Inc | 158 | $5.13K | 0.00% | +18+12.9% | Added |
| Denali Advisors LLC | 159 | $5.17K | 0.00% | +32+25.2% | Added |
| Geneos Wealth Management Inc. | 175 | $5.69K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 193 | $6.27K | 0.00% | −96−33.2% | Reduced |
| Huntington National Bank | 226 | $7.34K | 0.00% | +226 | New |
| CWM, LLC | 236 | $8.00K | 0.00% | +38+19.2% | Added |
| Covestor Ltd | 285 | $9.00K | 0.01% | −1,602−84.9% | Reduced |
| Signaturefd, LLC | 299 | $9.71K | 0.00% | −235−44.0% | Reduced |
| Earnest Partners LLC | 375 | $12.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 383 | $12.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 390 | $12.7K | 0.00% | +390 | New |
| Nomura Asset Management Co Ltd | 530 | $17.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 568 | $18.5K | 0.00% | −1,084−65.6% | Reduced |
| West Tower Group, LLC | 637 | $20.7K | 0.01% | +637 | New |
| Fifth Third Bancorp | 852 | $27.7K | 0.00% | +466+120.7% | Added |
| Public Employees Retirement System of Ohio | 1,003 | $33.0K | 0.00% | +64+6.8% | Added |
| Pinebridge Investments, L.P. | 1,781 | $57.9K | 0.00% | +1,781 | New |
| Advisors Asset Management, Inc. | 2,151 | $69.9K | 0.00% | +814+60.9% | Added |
| Bessemer Group Inc | 2,198 | $71.0K | 0.00% | −253,949−99.1% | Reduced |
| GHP Investment Advisors, Inc. | 2,311 | $80.0K | 0.00% | +2,311 | New |
| DuPont Capital Management Corp | 3,321 | $107.9K | 0.01% | +2,881+654.8% | Added |
| Ci Investments Inc. | 3,734 | $121.0K | 0.00% | +2,368+173.4% | Added |
| SG Americas Securities, LLC | 4,874 | $158.0K | 0.00% | −127,147−96.3% | Reduced |
| State of Wyoming | 4,906 | $159.4K | 0.05% | −5,393−52.4% | Reduced |
| ISAM Funds (UK) Ltd | 6,177 | $200.7K | 0.18% | +6,177 | New |
| Chicago Trust Co NA | 6,200 | $201.4K | 0.05% | +6,200 | New |
| Lincoln National Corp | 6,226 | $202.3K | 0.00% | +6,226 | New |
| Sheaff Brock Investment Advisors, LLC | 6,679 | $217.0K | 0.02% | −146−2.1% | Reduced |
| Cannell Peter B & Co Inc | 6,750 | $219.3K | 0.01% | +6,750 | New |
| Landscape Capital Management, L.L.C. | 6,870 | $223.2K | 0.03% | +6,870 | New |
| Redhawk Wealth Advisors, Inc. | 7,250 | $235.6K | 0.07% | −137−1.9% | Reduced |
| Teza Capital Management LLC | 7,282 | $236.6K | 0.04% | +7,282 | New |
| O'Shaughnessy Asset Management, LLC | 7,335 | $238.3K | 0.00% | −380−4.9% | Reduced |
| Shelton Capital Management | 7,340 | $238.5K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,356 | $239.0K | 0.02% | +7,356 | New |
| Corton Capital Inc. | 7,660 | $248.9K | 0.12% | +7,660 | New |
| Lazard Asset Management LLC | 7,731 | $250.0K | 0.00% | +6,592+578.8% | Added |
| Mount Yale Investment Advisors, LLC | 7,869 | $255.7K | 0.03% | −817−9.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,277 | $268.9K | 0.01% | +2,331+39.2% | Added |
| GTS Securities LLC | 8,360 | $271.6K | 0.01% | +8,360 | New |
| Creative Planning | 8,417 | $273.5K | 0.00% | +801+10.5% | Added |
| Profund Advisors LLC | 8,577 | $278.7K | 0.01% | −413−4.6% | Reduced |
| Two Sigma Securities, LLC | 8,604 | $279.5K | 0.02% | +8,604 | New |
| JustInvest LLC | 8,608 | $279.7K | 0.01% | +283+3.4% | Added |
| Heritage Investors Management Corp | 8,685 | $282.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 8,866 | $288.1K | 0.00% | +986+12.5% | Added |
| Advisory Services Network, LLC | 8,917 | $289.7K | 0.01% | −1,119−11.1% | Reduced |
| New York Life Investment Management LLC | 9,010 | $292.7K | 0.00% | +9,010 | New |
| Advisor Group Holdings, Inc. | 9,110 | $296.0K | 0.00% | −602−6.2% | Reduced |
| Metropolitan Life Insurance Co | 9,293 | $301.9K | 0.01% | +262+2.9% | Added |
| Cutler Group LP | 9,300 | $302.0K | 0.07% | +9,300 | New |
| Clearstead Advisors, LLC | 9,695 | $315.0K | 0.02% | +9,695 | New |
| Cambridge Investment Research Advisors, Inc. | 9,898 | $322.0K | 0.00% | +100+1.0% | Added |
| Van Eck Associates Corp | 9,963 | $324.0K | 0.00% | +1,576+18.8% | Added |
| Fifth Lane Capital, LP | 10,000 | $324.9K | 0.32% | +10,000 | New |
| Shell Asset Management Co | 10,100 | $328.0K | 0.01% | −58−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,413 | $338.3K | 0.04% | +10,413 | New |
| Alliance Wealth Advisors, LLC | 10,432 | $338.9K | 0.13% | +1,277+13.9% | Added |
| James Investment Research Inc | 10,564 | $343.2K | 0.04% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 10,587 | $344.0K | 0.21% | +40.0% | Added |
| Mackenzie Financial Corp | 10,675 | $346.1K | 0.00% | −29,352−73.3% | Reduced |
| United Services Automobile Association | 10,677 | $346.9K | 0.01% | +10,677 | New |
| Brinker Capital Investments, LLC | 39,910 | $367.3K | 0.00% | +29,960+301.1% | Added |
| Orion Portfolio Solutions, LLC | 39,910 | $367.3K | 0.00% | +29,960+301.1% | Added |
| Regions Financial Corp | 11,500 | $373.6K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 11,973 | $384.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 11,999 | $389.9K | 0.00% | +2,625+28.0% | Added |
| GWM Advisors LLC | 12,026 | $390.7K | 0.00% | +10,464+669.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,036 | $391.0K | 0.03% | +12,036 | New |
| Vontobel Holding Ltd. | 12,794 | $415.7K | 0.00% | +12,794 | New |
| AXA S.A. | 13,800 | $448.4K | 0.00% | −90,100−86.7% | Reduced |
| Perkins Capital Management Inc | 14,500 | $471.0K | 0.41% | −800−5.2% | Reduced |
| Nisa Investment Advisors, LLC | 14,689 | $477.2K | 0.00% | +10,775+275.3% | Added |
| Winton Group Ltd | 14,699 | $477.6K | 0.04% | +14,699 | New |
| Securian Asset Management, Inc | 14,732 | $478.6K | 0.01% | −509−3.3% | Reduced |
| Raymond James & Associates | 14,756 | $479.4K | 0.00% | +933+6.7% | Added |
| Game Creek Capital, LP | 15,000 | $487.4K | 0.32% | −1,000−6.3% | Reduced |
| Franklin Resources Inc | 15,721 | $510.8K | 0.00% | +9,240+142.6% | Added |