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Oak Street Health, Inc.

OSHDelisted May 2, 2023
Industry
Services-Health Services
SEC CIK
0001564406

Oak Street Health, Inc. was delisted on May 2, 2023; its insiders filed their last Form 4 on May 4, 2023; 273 institutions reported holding it in 13F filings for Q1 2023, worth $8.37B in total; no superinvestor held it.

13F holders, Q1 2023

Institutional positions in Oak Street Health, Inc. as of Mar 31, 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

OSH is no longer listed, so this page shows Q1 2023. 13F filings for later quarters list far fewer holders.

Institutional holders
273
+60 vs. Q4 2022
Shares held
221.6M
−5.71M (−2.5%) vs. Q4 2022
Total value
$8.37B
+$3.48B (+71.2%) vs. Q4 2022
New holders
116
63 more added
Sold out
56
70 more reduced

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OSH 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.

Institutional holdersQ1 2023: 273 institutions
Q1 2021: 177 institutionsQ2 2021: 226 institutionsQ3 2021: 245 institutionsQ4 2021: 222 institutionsQ1 2022: 210 institutionsQ2 2022: 194 institutionsQ3 2022: 220 institutionsQ4 2022: 219 institutionsQ1 2023: 273 institutionsQ2 2023: 3 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2023: $8.37B
Q1 2021: $10.2BQ2 2021: $11.3BQ3 2021: $8.83BQ4 2021: $7.01BQ1 2022: $5.82BQ2 2022: $3.63BQ3 2022: $5.50BQ4 2022: $4.89BQ1 2023: $8.37BQ2 2023: $8.50MQ3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding OSH and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20233$8.50M
Q1 2023273$8.37B
Q4 2022219$4.89B
Q3 2022220$5.50B
Q2 2022194$3.63B
Q1 2022210$5.82B
Q4 2021222$7.01B
Q3 2021245$8.83B
Q2 2021226$11.3B
Q1 2021177$10.2B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Oak Street Health, Inc.; share changes are against Q4 2022.

Institutions holding OSH in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ensign Peak Advisors, Inc0$00.00%−35,590−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−31,539−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−30,505−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−27,099−100.0%Sold out
Fifth Lane Capital, LP0$00.00%−20,000−100.0%Sold out
National Bank of Canada0$00.00%−19,100−100.0%Sold out
Point72 Middle East FZE0$00.00%−17,731−100.0%Sold out
Teza Capital Management LLC0$00.00%−17,621−100.0%Sold out
PEAK6 Investments LLC0$00.00%−14,784−100.0%Sold out
Advisory Research Inc0$00.00%−11,730−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−11,495−100.0%Sold out
Park Avenue Securities LLC0$00.00%−11,113−100.0%Sold out
Captrust Financial Advisors0$00.00%−9,992−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−9,618−100.0%Sold out
Sandia Investment Management LP0$00.00%−7,500−100.0%Sold out
SG Americas Securities, LLC0$00.00%−5,932−100.0%Sold out
State of Wyoming0$00.00%−4,589−100.0%Sold out
Benjamin Edwards Inc0$00.00%−1,674−100.0%Sold out
Quarry LP0$00.00%−682−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−223−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−93−100.0%Sold out
Spire Wealth Management0$00.00%−60−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−31−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−17−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−14−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−12−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−9−100.0%Sold out
TD Ameritrade Investment Management, LLC0$00.00%−21−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−20−100.0%Sold out
Zeke Capital Advisors, LLC––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Burleson & Company, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed