OPCHNasdaqServices-Home Health Care ServicesFiscal year ends December 31
Option Care Health, Inc.
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 29, 2026
$31.21+0.01 (+0.03%)
Close on Oct 19, 2026
- Market cap
- $4.94B
- P/E (TTM)
- 24.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
157M of 150M shares
Institutional holders
371
79 new, 73 sold out
Net institutional buying
-10M
In Q2 2026
Insider trades, 12 months
5 buys · 2 sales
Net bought $1.69M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 8,228,614 | 5.25% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 8,201,422 | 5.24% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 21,132,010 | 11.90% | 13G (passive) amendment | Dec 31, 2023 |
| Wellington Management Group LLP | 17,075,799 | 10.00% | 13G (passive) amendment | Nov 29, 2024 |
| Wellington Management Company LLP | 13,332,168 | 7.70% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OPCH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 22,104,863 | 14.76% | $463.54M | +2,217,031 | 0.01% |
| Wellington Management Group Llp | 11,782,384 | 7.87% | $247.08M | −115,083 | 0.04% |
| Vanguard Portfolio Management LLC | 8,274,458 | 5.52% | $173.52M | +211,903 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 7,450,698 | 4.97% | $156.24M | +325,418 | 0.43% |
| Vanguard Capital Management LLC | 7,063,747 | 4.72% | $148.13M | +47,424 | 0.00% |
| Durable Capital Partners LP | 6,163,722 | 4.12% | $129.25M | −2,827,532 | 1.26% |
| State Street Corp | 6,139,898 | 4.10% | $128.75M | +265,018 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 5,980,270 | 3.99% | $125.41M | +1,744,033 | 0.06% |
| Dimensional Fund Advisors LP | 5,449,294 | 3.64% | $114.28M | +1,572,438 | 0.02% |
| Geode Capital Management, LLC | 4,467,797 | 2.98% | $93.71M | +219,576 | 0.00% |
| Millennium Management LLC | 2,618,869 | 1.75% | $54.92M | +977,878 | 0.02% |
| Charles Schwab Investment Management Inc | 2,464,334 | 1.65% | $51.68M | −24,199 | 0.01% |
| Bank Of America Corp /De/ | 2,266,839 | 1.51% | $47.54M | +321,824 | 0.00% |
| Morgan Stanley | 2,240,837 | 1.50% | $46.99M | −573,415 | 0.00% |
| Van Berkom & Associates Inc. | 2,185,884 | 1.46% | $45.84K | −989,388 | 1.48% |
| Goldman Sachs Group Inc | 2,165,092 | 1.45% | $45.40M | +791,302 | 0.00% |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,132,614 | 1.42% | $44.72M | −478,333 | 0.03% |
| Northern Trust Corp | 1,961,486 | 1.31% | $41.13M | +16,486 | 0.00% |
| Boston Partners | 1,952,275 | 1.30% | $41.00M | −479,192 | 0.04% |
| Nuveen, LLC | 1,938,948 | 1.29% | $40.66M | +318,076 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 371 | 157M | 100.0% | 79 / 131 | 124 / 73 | 23M | 33M |
| Q1 2026 | 372 | 167M | 100.0% | 64 / 134 | 130 / 51 | 34M | 21M |
| Q4 2025 | 366 | 171M | 100.0% | 62 / 122 | 142 / 71 | 24M | 18M |
| Q3 2025 | 381 | 165M | 100.0% | 68 / 137 | 138 / 60 | 18M | 16M |
| Q2 2025 | 382 | 163M | 100.0% | 55 / 145 | 146 / 54 | 19M | 18M |
| Q1 2025 | 384 | 163M | 100.0% | 85 / 128 | 139 / 41 | 24M | 24M |
| Q4 2024 | 345 | 164M | 100.0% | 84 / 121 | 109 / 75 | 25M | 35M |
| Q3 2024 | 339 | 174M | 100.0% | 50 / 121 | 124 / 52 | 40M | 20M |
| Q2 2024 | 342 | 175M | 100.0% | 58 / 131 | 117 / 55 | 19M | 19M |
| Q1 2024 | 341 | 175M | 100.0% | 36 / 148 | 115 / 42 | 16M | 13M |
| Q4 2023 | 351 | 174M | 100.0% | 59 / 134 | 124 / 61 | 28M | 25M |
| Q3 2023 | 356 | 171M | 100.0% | 74 / 153 | 87 / 33 | 26M | 27M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of OPCH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fullerthaler Behavioral Small Cap Equity | 7,157,244 | 4.78% | $150.09M | 1.19% | Jun 30, 2026 |
| Vanguard Health Care Fund | 6,748,598 | 4.51% | $155.42M | 0.41% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 5,368,727 | 3.58% | $112.58M | 0.09% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,979,416 | 3.32% | $104.42M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 4,097,807 | 2.74% | $85.93M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,604,513 | 2.41% | $75.59M | 0.04% | Jun 30, 2026 |
| Vanguard Explorer Fund | 2,181,430 | 1.46% | $50.24M | 0.23% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 2,075,999 | 1.39% | $43.53M | 0.09% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,801,462 | 1.20% | $37.78M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,744,742 | 1.16% | $40.18M | 0.12% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,582,208 | 1.06% | $33.18M | 0.57% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 1,200,600 | 0.80% | $25.18M | 0.16% | Jun 30, 2026 |
| Touchstone Strategic Trust-Touchstone Small Company Fund | 1,020,918 | 0.68% | $21.41M | 1.25% | Jun 30, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 942,590 | 0.63% | $19.77M | 0.17% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 925,945 | 0.62% | $21.32M | 0.11% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Charles Rademacher | Chief Executive Officer, Director | 695,152 | 0.46% | May 4, 2026 |
| Prateek Bhatia | EVP Sp Sales & Solutions | 16,386 | 0.01% | Jul 8, 2026 |
| Collin Smyser | GC & Corporate Secretary | 77,512 | 0.05% | May 21, 2026 |
| Meenal Sethna | Chief Financial Officer | 98,337 | 0.07% | May 4, 2026 |
| Femi Adewunmi | Chief Medical Officer | 25,314 | 0.02% | Apr 24, 2026 |
| Michael Bavaro | Chief Human Resources Officer | 33,249 | 0.02% | Mar 3, 2026 |
| Luke Whitworth | Chief Operating Officer | 169,589 | 0.11% | Feb 26, 2026 |
| Nicole Maggio | Chief Accounting Officer | 28,489 | 0.02% | Feb 26, 2026 |
| Christopher L. Grashoff | Chief Growth Officer | 44,092 | 0.03% | Feb 26, 2026 |
| Michael H. Shapiro | Chief Financial Officer | 311,933 | 0.21% | Feb 26, 2025 |
| Timothy P. Sullivan | Director | 82,380 | 0.05% | May 22, 2026 |
| Harry M. Jansen Kraemer Jr | Director | 458,997 | 0.31% | May 22, 2026 |
| Norman L. Wright | Director | 24,498 | 0.02% | May 22, 2026 |
| Elizabeth D. Bierbower | Director | 32,871 | 0.02% | May 22, 2026 |
| R. Carter Pate | Director | 20,620 | 0.01% | May 22, 2026 |
| Eric Brandt | Director | 19,356 | 0.01% | May 22, 2026 |
| Natasha Deckmann | Director | 32,002 | 0.02% | May 22, 2026 |
| Barbara W. Bodem | Director | 21,087 | 0.01% | May 22, 2026 |
| David W. Golding | Director | 116,525 | 0.08% | Aug 21, 2025 |
| Elizabeth Quadros Betten | Director | 29,216 | 0.02% | May 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Prateek Bhatia EVP Sp Sales & Solutions | Jul 6, 2026 | Award | +16,386 | – | – | 16,386 |
| Prateek Bhatia EVP Sp Sales & Solutions | Jul 6, 2026 | Award | +23,409 | – | – | 39,795 |
| Natasha Deckmann Director | May 20, 2026 | Award | +844 | $22.23 | $18.76K | 32,002 |
| Natasha Deckmann Director | May 20, 2026 | Award | +8,997 | – | – | 31,158 |
| Timothy P. Sullivan Director | May 20, 2026 | Award | +8,997 | – | – | 82,380 |
| Timothy P. Sullivan Director | May 20, 2026 | Award | +4,836 | $22.23 | $107.50K | 87,216 |
| Harry M. Jansen Kraemer Jr Director | May 20, 2026 | Award | +8,997 | – | – | 458,997 |
| Harry M. Jansen Kraemer Jr Director | May 20, 2026 | Award | +12,079 | $22.23 | $268.52K | 471,076 |
| Elizabeth D. Bierbower Director | May 20, 2026 | Award | +8,997 | – | – | 32,871 |
| Norman L. Wright Director | May 20, 2026 | Award | +8,997 | – | – | 24,498 |
| Eric Brandt Director | May 20, 2026 | Award | +8,997 | – | – | 19,356 |
| Eric Brandt Director | May 20, 2026 | Award | +2,643 | $22.23 | $58.75K | 21,999 |
| Barbara W. Bodem Director | May 20, 2026 | Award | +8,997 | – | – | 21,087 |
| R. Carter Pate Director | May 20, 2026 | Award | +8,997 | – | – | 20,620 |
| Collin Smyser GC & Corporate Secretary | May 19, 2026 | Tax withholding | −360 | $20.86 | $7.51K | 75,012 |
| Collin Smyser GC & Corporate Secretary | May 19, 2026 | Option exercise | +812 | – | – | 75,372 |
| Timothy P. Sullivan Director | May 7, 2026 | Buy | +24,154 | $20.69 | $499.75K | 73,383 |
| Harry M. Jansen Kraemer Jr Director | May 4, 2026 | Buy | +36,610 | $21.41 | $783.82K | 450,000 |
| John Charles Rademacher Chief Executive Officer, Director | May 4, 2026 | Buy | +12,500 | $21.18 | $264.75K | 695,152 |
| Meenal Sethna Chief Financial Officer | May 4, 2026 | Buy | +16,225 | $20.16 | $327.10K | 98,337 |
| Femi Adewunmi Chief Medical Officer | Apr 22, 2026 | Tax withholding | −1,396 | $28.38 | $39.62K | 25,314 |
| R. Carter Pate Director | Feb 27, 2026 | Sale | −30,287 | $32.05 | $970.70K | 11,623 |
| Michael Bavaro Chief Human Resources Officer | Feb 27, 2026 | Sale | −6,000 | $33.00 | $198.00K | 33,249 |
| Luke Whitworth Chief Operating Officer | Feb 24, 2026 | Tax withholding | −4,605 | $33.82 | $155.74K | 169,589 |
| John Charles Rademacher Chief Executive Officer, Director | Feb 24, 2026 | Tax withholding | −11,050 | $33.82 | $373.71K | 682,652 |
| Michael Bavaro Chief Human Resources Officer | Feb 24, 2026 | Tax withholding | −1,354 | $33.82 | $45.79K | 39,249 |
| Femi Adewunmi Chief Medical Officer | Feb 24, 2026 | Tax withholding | −1,627 | $33.82 | $55.03K | 26,710 |
| Collin Smyser GC & Corporate Secretary | Feb 24, 2026 | Tax withholding | −2,210 | $33.82 | $74.74K | 74,560 |
| Nicole Maggio Chief Accounting Officer | Feb 24, 2026 | Tax withholding | −975 | $33.82 | $32.97K | 28,489 |
| Christopher L. Grashoff Chief Growth Officer | Feb 24, 2026 | Tax withholding | −1,980 | $33.82 | $66.96K | 44,092 |
| Luke Whitworth Chief Operating Officer | Feb 22, 2026 | Tax withholding | −24,029 | $35.69 | $857.60K | 174,194 |
| Collin Smyser GC & Corporate Secretary | Feb 22, 2026 | Tax withholding | −15,433 | $35.69 | $550.80K | 76,770 |
| John Charles Rademacher Chief Executive Officer, Director | Feb 22, 2026 | Tax withholding | −132,848 | $35.69 | $4.74M | 693,702 |
| Michael Bavaro Chief Human Resources Officer | Feb 22, 2026 | Tax withholding | −12,212 | $35.69 | $435.85K | 40,603 |
| Nicole Maggio Chief Accounting Officer | Feb 22, 2026 | Tax withholding | −372 | $35.69 | $13.28K | 29,464 |
| Christopher L. Grashoff Chief Growth Officer | Feb 22, 2026 | Tax withholding | −538 | $35.69 | $19.20K | 46,072 |
| John Charles Rademacher Chief Executive Officer, Director | Feb 21, 2026 | Tax withholding | −4,956 | $35.69 | $176.88K | 826,550 |
| John Charles Rademacher Chief Executive Officer, Director | Feb 21, 2026 | Option exercise | +11,087 | – | – | 831,506 |
| Luke Whitworth Chief Operating Officer | Feb 20, 2026 | Tax withholding | −4,015 | $35.69 | $143.30K | 198,223 |
| Collin Smyser GC & Corporate Secretary | Feb 20, 2026 | Tax withholding | −2,012 | $35.69 | $71.81K | 92,203 |
| John Charles Rademacher Chief Executive Officer, Director | Feb 20, 2026 | Tax withholding | −10,638 | $35.69 | $379.67K | 820,419 |
| Michael Bavaro Chief Human Resources Officer | Feb 20, 2026 | Tax withholding | −1,187 | $35.69 | $42.36K | 52,815 |
| Nicole Maggio Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −619 | $35.69 | $22.09K | 29,836 |
| Christopher L. Grashoff Chief Growth Officer | Feb 20, 2026 | Tax withholding | −1,948 | $35.69 | $69.52K | 46,610 |
| Collin Smyser GC & Corporate Secretary | Feb 18, 2026 | Award | +15,213 | – | – | 94,215 |
| John Charles Rademacher Chief Executive Officer, Director | Feb 18, 2026 | Award | +78,876 | – | – | 831,057 |
| Luke Whitworth Chief Operating Officer | Feb 18, 2026 | Award | +30,423 | – | – | 202,238 |
| Meenal Sethna Chief Financial Officer | Feb 18, 2026 | Award | +27,045 | – | – | 82,112 |
| Nicole Maggio Chief Accounting Officer | Feb 18, 2026 | Award | +4,226 | – | – | 30,455 |
| Femi Adewunmi Chief Medical Officer | Feb 18, 2026 | Award | +9,579 | – | – | 28,337 |
| Michael Bavaro Chief Human Resources Officer | Feb 18, 2026 | Award | +9,579 | – | – | 54,002 |
| Christopher L. Grashoff Chief Growth Officer | Feb 18, 2026 | Award | +12,678 | – | – | 48,558 |
| Luke Whitworth Chief Operating Officer | Feb 17, 2026 | Tax withholding | −508 | $35.24 | $17.90K | 171,815 |
| Nicole Maggio Chief Accounting Officer | Feb 17, 2026 | Tax withholding | −247 | $35.24 | $8.70K | 26,229 |
| Michael Bavaro Chief Human Resources Officer | Feb 17, 2026 | Tax withholding | −551 | $35.24 | $19.42K | 44,423 |
| Christopher L. Grashoff Chief Growth Officer | Feb 17, 2026 | Tax withholding | −259 | $35.24 | $9.13K | 35,880 |
| Harry M. Jansen Kraemer Jr Director | Nov 3, 2025 | Buy | +38,000 | $25.98 | $987.24K | 413,390 |
| Meenal Sethna Chief Financial Officer | Oct 1, 2025 | Award | +55,067 | – | – | 55,067 |
| Norman L. Wright Director | Sep 9, 2025 | Buy | +3,411 | $29.31 | $99.98K | 15,501 |
| David W. Golding Director | Aug 21, 2025 | Buy | +1,000 | $27.63 | $27.63K | 116,525 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| L. Bavaro Michael Officer | Feb 27, 2026 | 6,000 | $198.00K | Feb 27, 2026 | Stock Award |
| R. Carter Pate Director | Feb 26, 2026 | 30,287 | $965.85K | Feb 26, 2026 | Open Market |
| Michael Bavaro Officer | Feb 28, 2025 | 30,996 | $1.03M | Feb 28, 2025 | stock award |
| Michael H. Shapiro Officer | Aug 22, 2024 | 23,217 | $743.00K | Aug 22, 2024 | stock award |
| Elizabeth Quadros Betten Director | Aug 21, 2024 | 47,531 | $1.52M | Aug 21, 2024 | stock award |
| Timothy P. Sullivan Director | Aug 21, 2024 | 47,249 | $1.46M | Aug 22, 2024 | Restricted Stock |
| Michael Bavaro Officer | Aug 15, 2024 | 5,765 | $184.48K | Aug 15, 2024 | stock award |
| Michael Bavaro Officer | Feb 28, 2024 | 1,984 | $63.50K | Feb 28, 2024 | stock award |
| Walgreens Boots Alliance, Inc. Affiliate | Jun 8, 2023 | 10,771,926 | $331.56M | Jun 8, 2023 | Merger of HC Group Holdings I, LLC and its wholly owned subsidiary HC Group Holdings II, Inc. with and into a wholly-owned subsidiary of BioScrip, Inc. (which was rebranded as Option Care Health, Inc. |