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, Q3 2023
Institutional positions in Option Care Health, Inc. as of Sep 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
- 357
- +42 vs. Q2 2023
- Shares held
- 171.1M
- −1.03M (−0.6%) vs. Q2 2023
- Total value
- $5.55B
- −$42.0M (−0.8%) vs. Q2 2023
- New holders
- 74
- 152 more added
- Sold out
- 32
- 88 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 29 | $0 | 0.00% | +29 | New |
| Sofos Investments, Inc. | 1 | $35 | 0.00% | −31−96.9% | Reduced |
| Rosenberg Matthew Hamilton | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $130 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $356 | 0.00% | +7+175.0% | Added |
| Parkside Financial Bank & Trust | 12 | $389 | 0.00% | +12 | New |
| EverSource Wealth Advisors, LLC | 16 | $518 | 0.00% | +16 | New |
| Baker Avenue Asset Management, LP | 17 | $550 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $615 | 0.00% | +15+375.0% | Added |
| SJS Investment Consulting Inc. | 25 | $809 | 0.00% | +7+38.9% | Added |
| Globeflex Capital L P | 26 | $841 | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 28 | $906 | 0.00% | +1+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 40 | $1.29K | 0.00% | −76−65.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 44 | $1.42K | 0.00% | +44 | New |
| Toth Financial Advisory Corp | 50 | $1.62K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 54 | $1.75K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 76 | $2.00K | 0.00% | +76 | New |
| Psagot Value Holdings Ltd. / (Israel) | 69 | $2.00K | 0.00% | +69 | New |
| Farmers & Merchants Investments Inc | 65 | $2.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $2.46K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 85 | $2.75K | 0.00% | +13+18.1% | Added |
| Global Retirement Partners, LLC | 86 | $2.78K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $3.23K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102 | $3.30K | 0.00% | +102 | New |
| Quarry LP | 123 | $3.98K | 0.00% | +123 | New |
| Versant Capital Management, Inc | 158 | $5.11K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 175 | $5.66K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 211 | $6.83K | 0.00% | +211 | New |
| Lindbrook Capital, LLC | 214 | $6.92K | 0.00% | +21+10.9% | Added |
| CWM, LLC | 245 | $8.00K | 0.00% | +9+3.8% | Added |
| Huntington National Bank | 249 | $8.05K | 0.00% | +23+10.2% | Added |
| Covestor Ltd | 285 | $9.00K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 304 | $9.83K | 0.01% | +304 | New |
| Signaturefd, LLC | 308 | $9.96K | 0.00% | +9+3.0% | Added |
| Parallel Advisors, LLC | 367 | $11.9K | 0.00% | +255+227.7% | Added |
| Earnest Partners LLC | 375 | $12.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 383 | $12.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 390 | $12.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 521 | $16.9K | 0.00% | +521 | New |
| Nomura Asset Management Co Ltd | 530 | $17.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 902 | $29.0K | 0.01% | +902 | New |
| Public Employees Retirement System of Ohio | 1,038 | $34.0K | 0.00% | +35+3.5% | Added |
| First Horizon Advisors, Inc. | 1,155 | $37.4K | 0.00% | +1,155 | New |
| Quadrant Capital Group LLC | 1,243 | $40.2K | 0.00% | +675+118.8% | Added |
| West Tower Group, LLC | 1,674 | $54.2K | 0.03% | +1,037+162.8% | Added |
| Headlands Technologies LLC | 1,769 | $57.2K | 0.03% | +1,739+5,796.7% | Added |
| Cutler Group LP | 2,200 | $71.0K | 0.01% | −7,100−76.3% | Reduced |
| Advisors Asset Management, Inc. | 2,278 | $73.7K | 0.00% | +127+5.9% | Added |
| GHP Investment Advisors, Inc. | 2,311 | $74.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,320 | $75.0K | 0.00% | +122+5.6% | Added |
| IFP Advisors, Inc | 2,454 | $79.4K | 0.00% | +2,442+20,350.0% | Added |
| State of Wyoming | 2,646 | $85.6K | 0.02% | −2,260−46.1% | Reduced |
| Fifth Third Bancorp | 2,723 | $88.1K | 0.00% | +1,871+219.6% | Added |
| KBC Group NV | 3,592 | $116.0K | 0.00% | +3,592 | New |
| TrimTabs Asset Management, LLC | 4,370 | $141.4K | 0.08% | +4,370 | New |
| C M Bidwell & Associates Ltd | 5,102 | $165.1K | 0.13% | +5,102 | New |
| PAX Financial Group, LLC | 6,241 | $201.9K | 0.05% | +6,241 | New |
| Advisor Partners II, LLC | 6,313 | $204.2K | 0.01% | +6,313 | New |
| Schonfeld Strategic Advisors LLC | 6,600 | $213.5K | 0.00% | +6,600 | New |
| Corton Capital Inc. | 6,658 | $215.4K | 0.11% | −1,002−13.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,725 | $217.6K | 0.02% | +46+0.7% | Added |
| Cannell Peter B & Co Inc | 6,750 | $218.4K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,932 | $224.3K | 0.01% | +6,932 | New |
| Shelton Capital Management | 7,340 | $237.4K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,561 | $244.6K | 0.01% | +7,561 | New |
| Gotham Asset Management, LLC | 7,631 | $246.9K | 0.01% | +7,631 | New |
| Axq Capital, LP | 7,649 | $247.4K | 0.09% | +7,649 | New |
| Mariner, LLC | 7,766 | $251.2K | 0.00% | +7,766 | New |
| Ci Investments Inc. | 7,810 | $253.0K | 0.00% | +4,076+109.2% | Added |
| NinePointTwo Capital | 7,883 | $255.0K | 0.10% | +7,883 | New |
| Gsa Capital Partners LLP | 8,388 | $271.0K | 0.02% | +8,388 | New |
| Profund Advisors LLC | 8,438 | $273.0K | 0.02% | −139−1.6% | Reduced |
| Heritage Investors Management Corp | 8,684 | $281.0K | 0.01% | −10.0% | Reduced |
| Advisory Services Network, LLC | 8,921 | $288.6K | 0.01% | +40.0% | Added |
| DekaBank Deutsche Girozentrale | 8,767 | $290.0K | 0.00% | −3,206−26.8% | Reduced |
| Los Angeles Capital Management LLC | 8,979 | $290.5K | 0.00% | +113+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 9,120 | $295.0K | 0.03% | +1,251+15.9% | Added |
| Tower Research Capital LLC (TRC) | 9,190 | $297.3K | 0.01% | +913+11.0% | Added |
| Clearstead Advisors, LLC | 9,345 | $302.3K | 0.02% | −350−3.6% | Reduced |
| Qube Research & Technologies Ltd | 9,418 | $304.7K | 0.00% | +9,418 | New |
| HMS Capital Management, LLC | 9,447 | $305.6K | 0.20% | −1,140−10.8% | Reduced |
| Advisor Group Holdings, Inc. | 9,610 | $310.8K | 0.00% | +500+5.5% | Added |
| Bayesian Capital Management, LP | 9,900 | $320.3K | 0.04% | +9,900 | New |
| Shell Asset Management Co | 9,944 | $322.0K | 0.01% | −156−1.5% | Reduced |
| Metropolitan Life Insurance Co | 9,992 | $323.2K | 0.02% | +699+7.5% | Added |
| JustInvest LLC | 10,000 | $323.5K | 0.01% | +1,392+16.2% | Added |
| Fifth Lane Capital, LP | 10,000 | $324.9K | 0.33% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 10,074 | $325.9K | 0.32% | +10,074 | New |
| Truist Financial Corp | 10,110 | $327.1K | 0.00% | +10,110 | New |
| Creative Planning | 10,157 | $328.6K | 0.00% | +1,740+20.7% | Added |
| James Investment Research Inc | 10,564 | $341.7K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 10,806 | $349.6K | 0.04% | −123,667−92.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $351.0K | 0.00% | +957+9.7% | Added |
| Twin Tree Management, LP | 10,975 | $355.0K | 0.01% | −94,097−89.6% | Reduced |
| Alliance Wealth Advisors, LLC | 11,234 | $363.4K | 0.13% | +802+7.7% | Added |
| Regions Financial Corp | 11,500 | $372.0K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 11,763 | $380.5K | 0.01% | +1,086+10.2% | Added |
| Redhawk Wealth Advisors, Inc. | 12,050 | $389.8K | 0.13% | +4,800+66.2% | Added |
| Lazard Asset Management LLC | 12,472 | $402.0K | 0.00% | +4,741+61.3% | Added |
| Perkins Capital Management Inc | 12,500 | $404.0K | 0.40% | −2,000−13.8% | Reduced |