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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 418 | $9.70K | 0.00% | +418 | New |
| HighMark Wealth Management LLC | 383 | $8.89K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 359 | $8.33K | 0.00% | +200+125.8% | Added |
| Massmutual Trust Co FSB | 335 | $7.77K | 0.00% | +335 | New |
| Smartleaf Asset Management LLC | 342 | $7.75K | 0.00% | +164+92.1% | Added |
| Ci Investments Inc. | 321 | $7.00K | 0.00% | −186−36.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 250 | $5.80K | 0.00% | +250 | New |
| EverSource Wealth Advisors, LLC | 247 | $5.73K | 0.00% | +207+517.5% | Added |
| Global Retirement Partners, LLC | 224 | $5.20K | 0.00% | +87+63.5% | Added |
| Danske Bank A/S | 200 | $4.64K | 0.00% | −50,923−99.6% | Reduced |
| Capital Analysts, LLC | 180 | $4.00K | 0.00% | −44−19.6% | Reduced |
| Proequities, Inc. | 132 | $3.87K | 0.00% | −45−25.4% | 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 |
| Bokf, NA | 115 | $2.76K | 0.00% | −46,327−99.8% | Reduced |
| WPG Advisers, LLC | 111 | $2.58K | 0.00% | +111 | New |
| Bank of Jackson Hole Trust | 87 | $2.02K | 0.00% | +87 | New |
| Principal Securities, Inc. | 73 | $1.69K | 0.00% | −1,119−93.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $1.60K | 0.00% | +69 | New |
| Farmers & Merchants Investments Inc | 65 | $1.51K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60 | $1.39K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56 | $1.30K | 0.00% | −24−30.0% | Reduced |
| Sachetta, LLC | 53 | $1.23K | 0.00% | +53 | New |
| Hemington Wealth Management | 62 | $1.00K | 0.00% | +16+34.8% | Added |
| Continuum Advisory, LLC | 34 | $789 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $766 | 0.00% | −42−56.0% | Reduced |
| Glen Eagle Advisors, LLC | 32 | $742 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 32 | $742 | 0.00% | +32 | New |
| Legacy Investment Solutions, LLC | 23 | $713 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 23 | $713 | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 26 | $603 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 24 | $557 | 0.00% | +24 | New |
| Allspring Global Investments Holdings, LLC | 23 | $532 | 0.00% | −30,302−99.9% | Reduced |
| Bell Investment Advisors, Inc | 22 | $511 | 0.00% | +22 | New |
| Cassady Schiller Wealth Management, LLC | 22 | $510 | 0.00% | +22 | New |
| Private Trust Co NA | 20 | $464 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 14 | $440 | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 18 | $418 | 0.00% | −148−89.2% | Reduced |
| MV Capital Management, Inc. | 17 | $395 | 0.00% | +11+183.3% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $372 | 0.00% | −4−20.0% | Reduced |
| Talon Private Wealth, LLC | 12 | $278 | 0.00% | −252−95.5% | Reduced |
| Global Financial Private Client, LLC | 6 | $139 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 4 | $93 | 0.00% | +4 | New |
| Grove Bank & Trust | 3 | $70 | 0.00% | +3 | New |
| Activest Wealth Management | 1 | $23 | 0.00% | +1 | New |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −2,396,385−100.0% | Sold out |
| P2 Capital Partners, LLC | 0 | $0 | 0.00% | −1,945,000−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −1,943,366−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,906,723−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −1,654,878−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,380,077−100.0% | Sold out |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −985,322−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −530,663−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −357,600−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −341,602−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −257,900−100.0% | Sold out |
| Pier Capital, LLC | 0 | $0 | 0.00% | −231,884−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −231,037−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −144,294−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −110,800−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −97,377−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −83,379−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −74,883−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −72,675−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −60,578−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −48,508−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −40,134−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −37,630−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −27,413−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −23,613−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −22,380−100.0% | Sold out |
| ADAR1 Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,784−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −16,822−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −15,835−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −14,118−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −14,010−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,855−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −13,669−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,867−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −11,561−100.0% | Sold out |
| Perkins Capital Management Inc | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −9,769−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −9,548−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,313−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,292−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −9,168−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −8,684−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,462−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −8,249−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −7,662−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,511−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −7,345−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,064−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −6,915−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −6,799−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −6,615−100.0% | Sold out |