Institutional Ownership Option Care Health, Inc. (OPCH)
This table provides information about the institutional ownership of Option Care Health, Inc. (OPCH). We have compiled data on the 412 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $4.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
150
shares
|
$4,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
140
shares
|
$3,990
0.0% of portfolio
|
Q4 2023
Reduced 11.39%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
139
shares
|
$3,961
0.0% of portfolio
|
Q2 2025
Reduced 71.86%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
138
shares
|
$3,933
0.0% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
130
shares
|
$3,705
0.0% of portfolio
|
Q2 2025
Added 251.35%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
115
shares
|
$3,277
0.0% of portfolio
|
Q4 2024
Reduced 99.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
90
shares
|
$2,565
0.0% of portfolio
|
Q2 2025
Added 23.29%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
84
shares
|
$2,394
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
76
shares
|
$2,166
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
69
shares
|
$1,966
0.0% of portfolio
|
Q2 2021
Reduced 62.3%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
68
shares
|
$1,938
0.0% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
65
shares
|
$1,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
56
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
55
shares
|
$1,567
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
53
shares
|
$1,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$1,453
0.0% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
51
shares
|
$1,453
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
50
shares
|
$1,425
0.0% of portfolio
|
Q2 2025
Reduced 77.68%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
48
shares
|
$1,368
0.0% of portfolio
|
Q2 2025
Reduced 53.4%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
44
shares
|
$1,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
43
shares
|
$1,225
0.0% of portfolio
|
Q2 2025
Added 152.94%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
42
shares
|
$1,197
0.0% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
41
shares
|
$1,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
40
shares
|
$1,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
38
shares
|
$1,083
0.0% of portfolio
|
Q1 2025
New holding
|