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 2024
Institutional positions in Option Care Health, Inc. as of Jun 30, 2024. 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
- 342
- +3 vs. Q1 2024
- Shares held
- 173.4M
- +5.29M (+3.1%) vs. Q1 2024
- Total value
- $4.80B
- −$834.4M (−14.8%) vs. Q1 2024
- New holders
- 58
- 132 more added
- Sold out
- 55
- 116 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 6 | $158 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $167 | 0.00% | +6 | New |
| Planning Capital Management Corp | 10 | $277 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $554 | 0.00% | +3+17.6% | Added |
| Lynx Investment Advisory | 20 | $554 | 0.00% | +20 | New |
| Abich Financial Wealth Management LLC | 22 | $609 | 0.00% | +22 | New |
| Globeflex Capital L P | 26 | $720 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $776 | 0.00% | +9+47.4% | Added |
| Opal Wealth Advisors, LLC | 28 | $776 | 0.00% | +28 | New |
| Allworth Financial LP | 27 | $819 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 32 | $886 | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 35 | $970 | 0.00% | +35 | New |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| Rothschild Investment LLC | 40 | $1.11K | 0.00% | −75−65.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 43 | $1.19K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 48 | $1.28K | 0.00% | +48 | New |
| Spire Wealth Management | 50 | $1.39K | 0.00% | −10−16.7% | Reduced |
| Smartleaf Asset Management LLC | 53 | $1.48K | 0.00% | +34+178.9% | Added |
| Farmers & Merchants Investments Inc | 65 | $1.80K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 69 | $1.91K | 0.00% | +29+72.5% | Added |
| Continuum Advisory, LLC | 70 | $1.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 77 | $2.13K | 0.00% | +77 | New |
| Umb Bank N A | 80 | $2.22K | 0.00% | +39+95.1% | Added |
| International Assets Investment Management, LLC | 91 | $2.52K | 0.00% | +91 | New |
| Larson Financial Group LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 100 | $2.77K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 102 | $2.83K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 103 | $2.85K | 0.00% | +103 | New |
| Massmutual Trust Co FSB | 113 | $3.13K | 0.00% | +59+109.3% | Added |
| Farther Finance Advisors, LLC | 133 | $3.64K | 0.00% | +61+84.7% | Added |
| Versant Capital Management, Inc | 140 | $3.88K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 141 | $3.91K | 0.00% | +34+31.8% | Added |
| Twin Tree Management, LP | 149 | $4.13K | 0.00% | −40,749−99.6% | Reduced |
| FinTrust Capital Advisors, LLC | 158 | $4.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 166 | $4.60K | 0.00% | +148+822.2% | Added |
| Venturi Wealth Management, LLC | 174 | $4.82K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 180 | $4.99K | 0.00% | −162,950−99.9% | Reduced |
| Proequities, Inc. | 197 | $5.46K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 202 | $5.59K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 226 | $6.26K | 0.00% | −619−73.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 264 | $7.31K | 0.00% | +264 | New |
| Covestor Ltd | 286 | $8.00K | 0.01% | −12−4.0% | Reduced |
| Walleye Capital LLC | 300 | $8.31K | 0.00% | −1,703−85.0% | Reduced |
| Eagle Bay Advisors LLC | 300 | $8.31K | 0.01% | +99+49.3% | Added |
| Lindbrook Capital, LLC | 328 | $9.09K | 0.00% | +3+0.9% | Added |
| HighMark Wealth Management LLC | 383 | $10.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 390 | $10.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 426 | $11.8K | 0.00% | +247+138.0% | Added |
| Signaturefd, LLC | 467 | $12.9K | 0.00% | −3−0.6% | Reduced |
| SWS Partners | 499 | $13.8K | 0.00% | +499 | New |
| Nomura Asset Management Co Ltd | 530 | $14.7K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 568 | $15.7K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 572 | $16.0K | 0.00% | +572 | New |
| Quadrant Capital Group LLC | 611 | $16.9K | 0.00% | −157−20.4% | Reduced |
| CWM, LLC | 634 | $18.0K | 0.00% | −448−41.4% | Reduced |
| Advisors Asset Management, Inc. | 664 | $18.4K | 0.00% | −815−55.1% | Reduced |
| PEAK6 Investments LLC | 700 | $19.4K | 0.00% | −16,173−95.9% | Reduced |
| Park Place Capital Corp | 757 | $21.0K | 0.01% | −383−33.6% | Reduced |
| Quarry LP | 802 | $22.2K | 0.01% | −958−54.4% | Reduced |
| Principal Securities, Inc. | 911 | $25.2K | 0.00% | +58+6.8% | Added |
| Wolverine Asset Management LLC | 1,083 | $30.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,155 | $32.0K | 0.00% | −29−2.4% | Reduced |
| Huntington National Bank | 1,277 | $35.4K | 0.00% | +15+1.2% | Added |
| Public Employees Retirement System of Ohio | 1,344 | $37.2K | 0.00% | +171+14.6% | Added |
| C M Bidwell & Associates Ltd | 1,365 | $37.8K | 0.03% | +295+27.6% | Added |
| GWM Advisors LLC | 1,587 | $44.0K | 0.00% | −14,162−89.9% | Reduced |
| IFP Advisors, Inc | 2,426 | $67.2K | 0.00% | −30−1.2% | Reduced |
| Fifth Third Bancorp | 2,547 | $70.6K | 0.00% | −305−10.7% | Reduced |
| Bessemer Group Inc | 2,925 | $81.0K | 0.00% | +779+36.3% | Added |
| Ronald Blue Trust, Inc. | 2,931 | $98.3K | 0.00% | +377+14.8% | Added |
| Parkside Financial Bank & Trust | 3,701 | $102.5K | 0.02% | +371+11.1% | Added |
| KBC Group NV | 4,313 | $119.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 4,435 | $123.0K | 0.00% | −258−5.5% | Reduced |
| TD Private Client Wealth LLC | 4,716 | $130.6K | 0.00% | +1,732+58.0% | Added |
| Headlands Technologies LLC | 4,961 | $137.4K | 0.01% | +4,961 | New |
| State of Wyoming | 5,401 | $149.6K | 0.02% | −6,378−54.1% | Reduced |
| DekaBank Deutsche Girozentrale | 6,380 | $178.0K | 0.00% | −2,387−27.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,610 | $183.1K | 0.17% | +1,755+36.1% | Added |
| Icon Wealth Advisors, LLC | 6,301 | $187.1K | 0.02% | −851−11.9% | Reduced |
| Central Pacific Bank - Trust Division | 7,498 | $207.7K | 0.02% | +7,498 | New |
| Los Angeles Capital Management LLC | 7,511 | $208.1K | 0.00% | −1,652−18.0% | Reduced |
| Counterpoint Mutual Funds LLC | 7,540 | $208.9K | 0.05% | +7,540 | New |
| Mariner, LLC | 7,558 | $209.4K | 0.00% | −841−10.0% | Reduced |
| Dark Forest Capital Management LP | 7,564 | $209.5K | 0.04% | +7,564 | New |
| JustInvest LLC | 8,225 | $227.8K | 0.00% | −1,992−19.5% | Reduced |
| Profund Advisors LLC | 8,276 | $229.2K | 0.01% | −1,548−15.8% | Reduced |
| Lifestyle Asset Management, Inc. | 8,292 | $229.7K | 0.13% | +2,009+32.0% | Added |
| Canada Pension Plan Investment Board | 8,300 | $229.9K | 0.00% | −103,900−92.6% | Reduced |
| Teza Capital Management LLC | 8,587 | $237.9K | 0.03% | +8,587 | New |
| Aristides Capital LLC | 8,683 | $240.5K | 0.10% | +8,683 | New |
| Heritage Investors Management Corp | 8,684 | $241.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 9,000 | $249.3K | 0.15% | +9,000 | New |
| Lindenwold Advisors | 9,059 | $250.9K | 0.13% | −258−2.8% | Reduced |
| HSBC Holdings PLC | 9,213 | $255.4K | 0.00% | −22,256−70.7% | Reduced |
| US Bancorp | 9,559 | $264.8K | 0.00% | −6,748−41.4% | Reduced |
| Diversify Wealth Management, LLC | 8,935 | $265.3K | 0.03% | +8,935 | New |
| Vident Advisory, LLC | 9,726 | $269.4K | 0.01% | +9,726 | New |
| Petrus Trust Company, LTA | 10,075 | $279.1K | 0.03% | −5,344−34.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,209 | $282.8K | 0.02% | −20−0.2% | Reduced |