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, Q4 2024
Institutional positions in Option Care Health, Inc. as of Dec 31, 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
- 345
- +9 vs. Q3 2024
- Shares held
- 163.7M
- −8.65M (−5.0%) vs. Q3 2024
- Total value
- $3.80B
- −$1.59B (−29.6%) vs. Q3 2024
- New holders
- 84
- 122 more added
- Sold out
- 75
- 108 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Activest Wealth Management | 1 | $23 | 0.00% | +1 | New |
| Grove Bank & Trust | 3 | $70 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $93 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 6 | $139 | 0.00% | +6 | New |
| Talon Private Wealth, LLC | 12 | $278 | 0.00% | −252−95.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $372 | 0.00% | −4−20.0% | Reduced |
| MV Capital Management, Inc. | 17 | $395 | 0.00% | +11+183.3% | Added |
| Private Wealth Management Group, LLC | 18 | $418 | 0.00% | −148−89.2% | Reduced |
| Cornerstone Planning Group LLC | 14 | $440 | 0.00% | +14 | New |
| Private Trust Co NA | 20 | $464 | 0.00% | +20 | New |
| Cassady Schiller Wealth Management, LLC | 22 | $510 | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 22 | $511 | 0.00% | +22 | New |
| Allspring Global Investments Holdings, LLC | 23 | $532 | 0.00% | −30,302−99.9% | Reduced |
| MAI Capital Management | 24 | $557 | 0.00% | +24 | New |
| Globeflex Capital L P | 26 | $603 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 23 | $713 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 23 | $713 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 32 | $742 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 32 | $742 | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 33 | $766 | 0.00% | −42−56.0% | Reduced |
| Continuum Advisory, LLC | 34 | $789 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 62 | $1.00K | 0.00% | +16+34.8% | Added |
| Sachetta, LLC | 53 | $1.23K | 0.00% | +53 | New |
| Northwestern Mutual Wealth Management Co | 56 | $1.30K | 0.00% | −24−30.0% | Reduced |
| Geneos Wealth Management Inc. | 60 | $1.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $1.51K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $1.60K | 0.00% | +69 | New |
| Principal Securities, Inc. | 73 | $1.69K | 0.00% | −1,119−93.9% | Reduced |
| Bank of Jackson Hole Trust | 87 | $2.02K | 0.00% | +87 | New |
| WPG Advisers, LLC | 111 | $2.58K | 0.00% | +111 | New |
| Bokf, NA | 115 | $2.76K | 0.00% | −46,327−99.8% | Reduced |
| Rothschild Investment LLC | 140 | $3.25K | 0.00% | −20−12.5% | Reduced |
| Versant Capital Management, Inc | 140 | $3.25K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 132 | $3.87K | 0.00% | −45−25.4% | Reduced |
| Capital Analysts, LLC | 180 | $4.00K | 0.00% | −44−19.6% | Reduced |
| Danske Bank A/S | 200 | $4.64K | 0.00% | −50,923−99.6% | Reduced |
| Global Retirement Partners, LLC | 224 | $5.20K | 0.00% | +87+63.5% | Added |
| EverSource Wealth Advisors, LLC | 247 | $5.73K | 0.00% | +207+517.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 250 | $5.80K | 0.00% | +250 | New |
| Ci Investments Inc. | 321 | $7.00K | 0.00% | −186−36.7% | Reduced |
| Smartleaf Asset Management LLC | 342 | $7.75K | 0.00% | +164+92.1% | Added |
| Massmutual Trust Co FSB | 335 | $7.77K | 0.00% | +335 | New |
| Farther Finance Advisors, LLC | 359 | $8.33K | 0.00% | +200+125.8% | Added |
| HighMark Wealth Management LLC | 383 | $8.89K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 418 | $9.70K | 0.00% | +418 | New |
| Bryn Mawr Trust Co | 460 | $10.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 507 | $11.8K | 0.00% | +63+14.2% | Added |
| Park Place Capital Corp | 519 | $12.0K | 0.00% | −215−29.3% | Reduced |
| Nomura Asset Management Co Ltd | 530 | $12.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 535 | $12.4K | 0.00% | +535 | New |
| Lindbrook Capital, LLC | 550 | $12.8K | 0.00% | +278+102.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 677 | $15.7K | 0.00% | +677 | New |
| GAMMA Investing LLC | 784 | $18.2K | 0.00% | −113−12.6% | Reduced |
| Matrix Trust Co | 833 | $19.0K | 0.00% | +833 | New |
| Covestor Ltd | 861 | $20.0K | 0.01% | +574+200.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 911 | $21.5K | 0.00% | +809+793.1% | Added |
| Bessemer Group Inc | 961 | $22.0K | 0.00% | −2,266−70.2% | Reduced |
| CWM, LLC | 978 | $23.0K | 0.00% | +410+72.2% | Added |
| Wolverine Asset Management LLC | 1,083 | $25.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,125 | $26.1K | 0.02% | +1,125 | New |
| First Horizon Advisors, Inc. | 1,155 | $26.8K | 0.00% | −29−2.4% | Reduced |
| Allworth Financial LP | 924 | $27.1K | 0.00% | +897+3,322.2% | Added |
| Umb Bank N A | 1,176 | $27.3K | 0.00% | +346+41.7% | Added |
| Signaturefd, LLC | 1,211 | $28.1K | 0.00% | +1,005+487.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,490 | $34.6K | 0.00% | +1+0.1% | Added |
| Parallel Advisors, LLC | 1,523 | $35.3K | 0.00% | +1,271+504.4% | Added |
| GWM Advisors LLC | 1,587 | $36.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,703 | $39.5K | 0.00% | −12,823−88.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,705 | $39.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,735 | $40.3K | 0.00% | +1,099+172.8% | Added |
| Public Employees Retirement System of Ohio | 1,870 | $43.4K | 0.00% | +332+21.6% | Added |
| Militia Capital Partners, LP | 2,046 | $47.5K | 0.02% | +2,046 | New |
| IFP Advisors, Inc | 2,334 | $54.1K | 0.00% | +171+7.9% | Added |
| Quarry LP | 2,552 | $59.2K | 0.01% | −878−25.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,703 | $62.7K | 0.00% | −1,319−32.8% | Reduced |
| Johnson Financial Group, Inc. | 2,045 | $63.2K | 0.00% | +2,045 | New |
| Fifth Third Bancorp | 2,732 | $63.4K | 0.00% | −72−2.6% | Reduced |
| Sterling Capital Management LLC | 2,954 | $68.5K | 0.00% | +2,554+638.5% | Added |
| Parkside Financial Bank & Trust | 3,440 | $79.8K | 0.01% | −405−10.5% | Reduced |
| TD Private Client Wealth LLC | 4,381 | $101.6K | 0.00% | −1,342−23.4% | Reduced |
| Venturi Wealth Management, LLC | 4,735 | $109.9K | 0.01% | +4,561+2,621.3% | Added |
| Advisor Group Holdings, Inc. | 6,065 | $139.6K | 0.00% | −3,339−35.5% | Reduced |
| DekaBank Deutsche Girozentrale | 6,380 | $143.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 6,389 | $148.2K | 0.01% | +6,389 | New |
| Shell Asset Management Co | 6,547 | $152.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 7,337 | $170.0K | 0.00% | +2,324+46.4% | Added |
| Group One Trading, L.P. | 7,683 | $178.2K | 0.01% | +7,683 | New |
| Clearstead Advisors, LLC | 7,764 | $180.1K | 0.00% | −3,160−28.9% | Reduced |
| US Bancorp | 7,806 | $181.1K | 0.00% | −373−4.6% | Reduced |
| Bayforest Capital Ltd | 8,043 | $186.6K | 0.23% | +8,043 | New |
| Florida Financial Advisors, LLC | 9,105 | $211.2K | 0.09% | +9,105 | New |
| Cornerstone Investment Partners, LLC | 9,544 | $221.4K | 0.01% | +333+3.6% | Added |
| Bank of Nova Scotia | 9,843 | $228.4K | 0.00% | +9,843 | New |
| Cambridge Investment Research Advisors, Inc. | 9,931 | $230.0K | 0.00% | −1,581−13.7% | Reduced |
| Central Pacific Bank - Trust Division | 10,079 | $233.8K | 0.03% | +650+6.9% | Added |
| Highland Capital Management, LLC | 10,271 | $238.3K | 0.01% | +10,271 | New |
| Crossmark Global Holdings, Inc. | 10,439 | $243.0K | 0.00% | −612−5.5% | Reduced |
| Vontobel Holding Ltd. | 10,490 | $243.4K | 0.00% | −488−4.4% | Reduced |
| James Investment Research Inc | 10,568 | $245.2K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 10,638 | $246.8K | 0.00% | −15,544−59.4% | Reduced |