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, Q1 2025
Institutional positions in Option Care Health, Inc. as of Mar 31, 2025. 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
- 384
- +44 vs. Q4 2024
- Shares held
- 162.2M
- −158.5K (−0.1%) vs. Q4 2024
- Total value
- $5.67B
- +$1.90B (+50.5%) vs. Q4 2024
- New holders
- 85
- 127 more added
- Sold out
- 41
- 140 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Option Care Health, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 34 | $0 | 0.00% | +34 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $35 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 3 | $104 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $140 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $175 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 6 | $210 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 14 | $450 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $489 | 0.00% | +13+1,300.0% | Added |
| Bruce G. Allen Investments, LLC | 14 | $489 | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 17 | $595 | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 18 | $630 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 23 | $804 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $839 | 0.00% | +24 | New |
| Globeflex Capital L P | 26 | $909 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $979 | 0.00% | +11+64.7% | Added |
| Global Financial Private Client, LLC | 28 | $979 | 0.00% | +22+366.7% | Added |
| Hantz Financial Services, Inc. | 37 | $1.00K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $1.08K | 0.00% | +15+93.8% | Added |
| Glen Eagle Advisors, LLC | 32 | $1.12K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 32 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $1.29K | 0.00% | +15+68.2% | Added |
| South State Corp. | 38 | $1.33K | 0.00% | +38 | New |
| Hughes Financial Services, LLC | 44 | $1.54K | 0.00% | +44 | New |
| Principal Securities, Inc. | 73 | $1.69K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $1.75K | 0.00% | +50 | New |
| Sachetta, LLC | 53 | $1.85K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 56 | $1.96K | 0.00% | +32+133.3% | Added |
| Private Trust Co NA | 60 | $2.10K | 0.00% | +40+200.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 69 | $2.41K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 74 | $2.59K | 0.00% | +71+2,366.7% | Added |
| Atlantic Trust, LLC | 75 | $2.62K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 91 | $3.18K | 0.00% | +58+175.8% | Added |
| High Note Wealth, LLC | 103 | $3.60K | 0.00% | +103 | New |
| Continuum Advisory, LLC | 105 | $3.67K | 0.00% | +71+208.8% | Added |
| Bokf, NA | 115 | $4.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 119 | $4.16K | 0.00% | +54+83.1% | Added |
| Versant Capital Management, Inc | 140 | $4.89K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 160 | $5.00K | 0.00% | +98+158.1% | Added |
| Highline Wealth Partners LLC | 152 | $5.31K | 0.00% | +152 | New |
| Capital Analysts, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 209 | $7.30K | 0.00% | −341−62.0% | Reduced |
| EverSource Wealth Advisors, LLC | 224 | $7.83K | 0.00% | −23−9.3% | Reduced |
| Rothschild Investment LLC | 250 | $8.74K | 0.00% | +110+78.6% | Added |
| Covestor Ltd | 296 | $10.0K | 0.01% | −565−65.6% | Reduced |
| Boston Private Wealth LLC | 294 | $10.3K | 0.00% | +294 | New |
| Cullen/Frost Bankers, Inc. | 297 | $10.4K | 0.00% | +297 | New |
| Ci Investments Inc. | 309 | $11.0K | 0.00% | −12−3.7% | Reduced |
| Leonteq Securities AG | 320 | $11.2K | 0.00% | +320 | New |
| Smartleaf Asset Management LLC | 323 | $11.2K | 0.00% | −19−5.6% | Reduced |
| Geneos Wealth Management Inc. | 324 | $11.3K | 0.00% | +264+440.0% | Added |
| Massmutual Trust Co FSB | 345 | $12.1K | 0.00% | +10+3.0% | Added |
| HighMark Wealth Management LLC | 383 | $13.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 388 | $13.6K | 0.00% | −119−23.5% | Reduced |
| WPG Advisers, LLC | 413 | $14.4K | 0.01% | +302+272.1% | Added |
| Bryn Mawr Trust Co | 420 | $14.7K | 0.00% | −40−8.7% | Reduced |
| CIBC Private Wealth Group, LLC | 450 | $14.8K | 0.00% | +450 | New |
| SRS Capital Advisors, Inc. | 439 | $15.3K | 0.00% | +439 | New |
| SBI Securities Co., Ltd. | 494 | $17.3K | 0.00% | +494 | New |
| Rise Advisors, LLC | 637 | $22.3K | 0.01% | +637 | New |
| Point72 (DIFC) Ltd | 688 | $24.1K | 0.00% | −393,712−99.8% | Reduced |
| Park Place Capital Corp | 745 | $26.0K | 0.01% | +226+43.5% | Added |
| Northwestern Mutual Wealth Management Co | 892 | $31.2K | 0.00% | +836+1,492.9% | Added |
| Parallel Advisors, LLC | 897 | $31.4K | 0.00% | −626−41.1% | Reduced |
| Allworth Financial LP | 987 | $31.8K | 0.00% | +63+6.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 911 | $31.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,060 | $37.0K | 0.00% | +530+100.0% | Added |
| Optiver Holding B.V. | 1,066 | $37.3K | 0.00% | +1,066 | New |
| Murphy & Mullick Capital Management Corp | 1,125 | $39.3K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,198 | $41.9K | 0.01% | +780+186.6% | Added |
| First Horizon Advisors, Inc. | 1,240 | $43.3K | 0.00% | +85+7.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,349 | $47.1K | 0.01% | +1,349 | New |
| Signaturefd, LLC | 1,387 | $48.5K | 0.00% | +176+14.5% | Added |
| Advisor Group Holdings, Inc. | 1,487 | $52.0K | 0.00% | −4,578−75.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,489 | $52.0K | 0.00% | −1−0.1% | Reduced |
| Bessemer Group Inc | 1,560 | $54.0K | 0.00% | +599+62.3% | Added |
| GWM Advisors LLC | 1,587 | $55.5K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,655 | $57.8K | 0.00% | −1,299−44.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,705 | $59.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,920 | $67.1K | 0.00% | +1,561+434.8% | Added |
| Quadrant Capital Group LLC | 2,006 | $70.1K | 0.00% | +271+15.6% | Added |
| Johnson Financial Group, Inc. | 2,045 | $71.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,138 | $74.7K | 0.00% | +268+14.3% | Added |
| Umb Bank N A | 2,149 | $75.1K | 0.00% | +973+82.7% | Added |
| IFP Advisors, Inc | 2,286 | $79.9K | 0.00% | −48−2.1% | Reduced |
| Coldstream Capital Management Inc | 2,639 | $92.2K | 0.00% | +2,639 | New |
| Group One Trading, L.P. | 2,710 | $94.7K | 0.00% | −4,973−64.7% | Reduced |
| Fifth Third Bancorp | 3,009 | $105.2K | 0.00% | +277+10.1% | Added |
| Nisa Investment Advisors, LLC | 3,066 | $107.2K | 0.00% | +1,363+80.0% | Added |
| GAMMA Investing LLC | 3,192 | $111.6K | 0.01% | +2,408+307.1% | Added |
| CWM, LLC | 3,375 | $118.0K | 0.00% | +2,397+245.1% | Added |
| Quarry LP | 3,529 | $123.3K | 0.03% | +977+38.3% | Added |
| Bayforest Capital Ltd | 3,983 | $139.2K | 0.06% | −4,060−50.5% | Reduced |
| Simplex Trading, LLC | 4,699 | $164.0K | 0.01% | −10,421−68.9% | Reduced |
| Parkside Financial Bank & Trust | 5,058 | $176.8K | 0.02% | +1,618+47.0% | Added |
| Quest Partners LLC | 5,246 | $183.3K | 0.02% | −18,274−77.7% | Reduced |
| Ronald Blue Trust, Inc. | 5,282 | $184.6K | 0.00% | +2,579+95.4% | Added |
| Snowden Capital Advisors LLC | 5,843 | $204.2K | 0.01% | +5,843 | New |
| Everence Capital Management Inc | 5,870 | $205.0K | 0.01% | +5,870 | New |
| Wealthspire Advisors, LLC | 5,880 | $205.5K | 0.00% | +5,880 | New |
| O'Shaughnessy Asset Management, LLC | 5,905 | $206.4K | 0.00% | +5,905 | New |