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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 32,542 | $1.05M | 0.16% | +510+1.6% | Added |
| Brinker Capital Investments, LLC | 32,417 | $1.05M | 0.01% | −7,493−18.8% | Reduced |
| Orion Portfolio Solutions, LLC | 32,417 | $1.05M | 0.01% | −7,493−18.8% | Reduced |
| ProShare Advisors LLC | 31,824 | $1.03M | 0.00% | +27+0.1% | Added |
| Captrust Financial Advisors | 31,595 | $1.02M | 0.00% | +4,007+14.5% | Added |
| Jackson Creek Investment Advisors LLC | 31,579 | $1.02M | 0.43% | −28−0.1% | Reduced |
| HSBC Holdings PLC | 31,023 | $1.01M | 0.00% | +31,023 | New |
| Cornercap Investment Counsel Inc | 31,094 | $1.01M | 0.18% | −453−1.4% | Reduced |
| Clearbridge Investments, LLC | 30,500 | $986.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 30,366 | $982.3K | 0.02% | −1,300−4.1% | Reduced |
| Capula Management Ltd | 29,540 | $955.6K | 0.06% | +29,540 | New |
| Pictet Asset Management Holding SA | 27,418 | $887.0K | 0.00% | +27,418 | New |
| Xponance, Inc. | 27,358 | $885.0K | 0.01% | +2,919+11.9% | Added |
| FIL Ltd | 27,049 | $875.0K | 0.00% | +2,429+9.9% | Added |
| ClariVest Asset Management LLC | 26,247 | $848.0K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 25,901 | $837.9K | 0.05% | +25,901 | New |
| Exchange Traded Concepts, LLC | 25,101 | $812.0K | 0.02% | +25,101 | New |
| The PNC Financial Services Group, Inc. | 25,024 | $809.5K | 0.00% | −3,331−11.7% | Reduced |
| Capital Fund Management S.A. | 24,834 | $803.4K | 0.01% | +24,834 | New |
| Teza Capital Management LLC | 24,778 | $801.6K | 0.13% | +17,496+240.3% | Added |
| Crossmark Global Holdings, Inc. | 23,772 | $777.0K | 0.02% | +5,322+28.8% | Added |
| Federated Hermes, Inc. | 23,554 | $762.0K | 0.00% | −1,079−4.4% | Reduced |
| Legato Capital Management LLC | 23,020 | $744.7K | 0.11% | +23,020 | New |
| M.D. Sass Investors Services, Inc. | 22,913 | $741.2K | 0.10% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 22,685 | $734.0K | 0.06% | +22,685 | New |
| Glenmede Trust Co NA | 21,374 | $691.4K | 0.00% | −2,779−11.5% | Reduced |
| State of Alaska, Department of Revenue | 21,376 | $691.0K | 0.01% | +880+4.3% | Added |
| Public Employees Retirement Association of Colorado | 21,127 | $683.0K | 0.00% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 21,000 | $679.4K | 0.21% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,984 | $678.8K | 0.00% | +2,915+16.1% | Added |
| Quantamental Technologies LLC | 19,936 | $644.9K | 0.61% | +19,936 | New |
| Walleye Capital LLC | 19,330 | $625.3K | 0.01% | +19,330 | New |
| Neo Ivy Capital Management | 19,196 | $621.0K | 0.27% | +19,196 | New |
| Bank of Montreal | 17,766 | $620.0K | 0.00% | −116,491−86.8% | Reduced |
| New York Life Investment Management LLC | 19,093 | $617.7K | 0.01% | +10,083+111.9% | Added |
| Bailard, Inc. | 18,261 | $590.7K | 0.02% | +18,261 | New |
| Nebula Research & Development LLC | 17,942 | $580.4K | 0.31% | +17,942 | New |
| Rockefeller Capital Management L.P. | 17,492 | $565.9K | 0.00% | +17,492 | New |
| GWM Advisors LLC | 16,964 | $548.8K | 0.01% | +4,938+41.1% | Added |
| Ontario Teachers Pension Plan Board | 16,863 | $545.5K | 0.01% | +16,863 | New |
| Raymond James & Associates | 16,633 | $538.1K | 0.00% | +1,877+12.7% | Added |
| Illinois Municipal Retirement Fund | 16,090 | $521.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,706 | $508.1K | 0.03% | +3,670+30.5% | Added |
| Sirios Capital Management L P | 15,506 | $501.6K | 0.09% | −31,556−67.1% | Reduced |
| Securian Asset Management, Inc | 15,235 | $492.9K | 0.01% | +503+3.4% | Added |
| Pacer Advisors, Inc. | 15,053 | $487.0K | 0.00% | −13,947−48.1% | Reduced |
| Game Creek Capital, LP | 15,000 | $485.3K | 0.32% | 00.0% | Unchanged |
| Clear Street Markets LLC | 15,000 | $485.0K | 0.34% | −92,000−86.0% | Reduced |
| Nisa Investment Advisors, LLC | 14,689 | $475.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 14,646 | $473.8K | 0.01% | +14,646 | New |
| Sciencast Management LP | 14,606 | $472.5K | 0.21% | +14,606 | New |
| Franklin Resources Inc | 13,997 | $452.8K | 0.00% | −1,724−11.0% | Reduced |
| AXA S.A. | 13,800 | $446.4K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 13,404 | $434.0K | 0.02% | +13,404 | New |
| Vontobel Holding Ltd. | 13,168 | $426.0K | 0.00% | +374+2.9% | Added |
| Petrus Trust Company, LTA | 12,833 | $415.1K | 0.04% | +12,833 | New |
| LPL Financial LLC | 12,663 | $409.6K | 0.00% | +664+5.5% | Added |
| Perkins Capital Management Inc | 12,500 | $404.0K | 0.40% | −2,000−13.8% | Reduced |
| Lazard Asset Management LLC | 12,472 | $402.0K | 0.00% | +4,741+61.3% | Added |
| Redhawk Wealth Advisors, Inc. | 12,050 | $389.8K | 0.13% | +4,800+66.2% | Added |
| United Services Automobile Association | 11,763 | $380.5K | 0.01% | +1,086+10.2% | Added |
| Regions Financial Corp | 11,500 | $372.0K | 0.00% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,234 | $363.4K | 0.13% | +802+7.7% | Added |
| Twin Tree Management, LP | 10,975 | $355.0K | 0.01% | −94,097−89.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,855 | $351.0K | 0.00% | +957+9.7% | Added |
| Seven Eight Capital, LP | 10,806 | $349.6K | 0.04% | −123,667−92.0% | Reduced |
| James Investment Research Inc | 10,564 | $341.7K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 10,157 | $328.6K | 0.00% | +1,740+20.7% | Added |
| Truist Financial Corp | 10,110 | $327.1K | 0.00% | +10,110 | New |
| Keebeck Alpha, LP | 10,074 | $325.9K | 0.32% | +10,074 | New |
| Fifth Lane Capital, LP | 10,000 | $324.9K | 0.33% | 00.0% | Unchanged |
| JustInvest LLC | 10,000 | $323.5K | 0.01% | +1,392+16.2% | Added |
| Metropolitan Life Insurance Co | 9,992 | $323.2K | 0.02% | +699+7.5% | Added |
| Shell Asset Management Co | 9,944 | $322.0K | 0.01% | −156−1.5% | Reduced |
| Bayesian Capital Management, LP | 9,900 | $320.3K | 0.04% | +9,900 | New |
| Advisor Group Holdings, Inc. | 9,610 | $310.8K | 0.00% | +500+5.5% | Added |
| HMS Capital Management, LLC | 9,447 | $305.6K | 0.20% | −1,140−10.8% | Reduced |
| Qube Research & Technologies Ltd | 9,418 | $304.7K | 0.00% | +9,418 | New |
| Clearstead Advisors, LLC | 9,345 | $302.3K | 0.02% | −350−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,190 | $297.3K | 0.01% | +913+11.0% | Added |
| Mount Yale Investment Advisors, LLC | 9,120 | $295.0K | 0.03% | +1,251+15.9% | Added |
| Los Angeles Capital Management LLC | 8,979 | $290.5K | 0.00% | +113+1.3% | Added |
| DekaBank Deutsche Girozentrale | 8,767 | $290.0K | 0.00% | −3,206−26.8% | Reduced |
| Advisory Services Network, LLC | 8,921 | $288.6K | 0.01% | +40.0% | Added |
| Heritage Investors Management Corp | 8,684 | $281.0K | 0.01% | −10.0% | Reduced |
| Profund Advisors LLC | 8,438 | $273.0K | 0.02% | −139−1.6% | Reduced |
| Gsa Capital Partners LLP | 8,388 | $271.0K | 0.02% | +8,388 | New |
| NinePointTwo Capital | 7,883 | $255.0K | 0.10% | +7,883 | New |
| Ci Investments Inc. | 7,810 | $253.0K | 0.00% | +4,076+109.2% | Added |
| Mariner, LLC | 7,766 | $251.2K | 0.00% | +7,766 | New |
| Axq Capital, LP | 7,649 | $247.4K | 0.09% | +7,649 | New |
| Gotham Asset Management, LLC | 7,631 | $246.9K | 0.01% | +7,631 | New |
| Toroso Investments, LLC | 7,561 | $244.6K | 0.01% | +7,561 | New |
| Shelton Capital Management | 7,340 | $237.4K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,932 | $224.3K | 0.01% | +6,932 | New |
| Cannell Peter B & Co Inc | 6,750 | $218.4K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,725 | $217.6K | 0.02% | +46+0.7% | Added |
| Corton Capital Inc. | 6,658 | $215.4K | 0.11% | −1,002−13.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,600 | $213.5K | 0.00% | +6,600 | New |
| Advisor Partners II, LLC | 6,313 | $204.2K | 0.01% | +6,313 | New |