Star Group, L.P.
SGU- Exchange
- NYSE
- Industry
- Retail-Retail Stores, NEC
- SEC CIK
- 0001002590
No open-market purchases or sales by Star Group, L.P. insiders were filed in the last 90 days; 71 institutions reported holding it in 13F filings for Q2 2026, worth $176.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Star Group, L.P. as of Jun 30, 2026. 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
- 71
- +3 vs. Q1 2026
- Shares held
- 13.7M
- −11.2K (−0.1%) vs. Q1 2026
- Total value
- $176.5M
- +$7.50M (+4.4%) vs. Q1 2026
- New holders
- 7
- 19 more added
- Sold out
- 4
- 16 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SGU 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 | 71 | $176.5M |
| Q1 2026 | 69 | $169.0M |
| Q4 2025 | 67 | $136.1M |
| Q3 2025 | 65 | $124.8M |
| Q2 2025 | 66 | $129.4M |
| Q1 2025 | 64 | $157.8M |
| Q4 2024 | 65 | $133.1M |
| Q3 2024 | 64 | $137.9M |
| Q2 2024 | 63 | $125.2M |
| Q1 2024 | 69 | $121.2M |
| Q4 2023 | 69 | $140.0M |
| Q3 2023 | 66 | $143.0M |
| Q2 2023 | 69 | $161.9M |
| Q1 2023 | 69 | $150.8M |
| Q4 2022 | 75 | $134.3M |
| Q3 2022 | 70 | $84.7M |
| Q2 2022 | 72 | $102.7M |
| Q1 2022 | 72 | $129.3M |
| Q4 2021 | 69 | $134.3M |
| Q3 2021 | 65 | $135.7M |
| Q2 2021 | 69 | $158.9M |
| Q1 2021 | 68 | $154.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Star Group, L.P.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | $43.7M | 9.39% | 00.0% | Unchanged |
| Bandera Partners LLC | 2,745,360 | $35.3M | 12.42% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,030,000 | $26.1M | 0.33% | +8,000+0.4% | Added |
| Lubar & Co., Inc | 1,295,985 | $16.6M | 13.16% | 00.0% | Unchanged |
| Oakcliff Capital Partners, LP | 1,099,239 | $14.1M | 5.26% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 881,007 | $11.3M | 0.02% | −29,101−3.2% | Reduced |
| JPMorgan Chase & Co | 605,766 | $7.86M | 0.00% | −54,099−8.2% | Reduced |
| Joel Isaacson & Co., LLC | 192,003 | $2.47M | 0.07% | +350.0% | Added |
| Blackstone Group Inc. | 165,910 | $2.13M | 0.01% | −7,719−4.4% | Reduced |
| Doliver Advisors, LP | 139,939 | $1.80M | 0.41% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 132,086 | $1.70M | 0.00% | +3,006+2.3% | Added |
| Crossingbridge Advisors, LLC | 100,000 | $1.28M | 0.23% | −9,777−8.9% | Reduced |
| Morgan Stanley | 79,901 | $1.03M | 0.00% | −152−0.2% | Reduced |
| Brown Advisory Inc | 73,524 | $944.0K | 0.00% | −353−0.5% | Reduced |
| Citadel Advisors LLC | 73,480 | $943.5K | 0.00% | +21,750+42.0% | Added |
| Parsons Capital Management Inc | 52,006 | $667.8K | 0.03% | −800−1.5% | Reduced |
| Goldman Sachs Group Inc | 50,472 | $648.1K | 0.00% | +13,291+35.7% | Added |
| Wells Fargo & Company | 47,803 | $613.8K | 0.00% | +675+1.4% | Added |
| Commonwealth Equity Services, LLC | 44,202 | $567.6K | 0.00% | +261+0.6% | Added |
| Maridea Wealth Management LLC | 42,815 | $549.7K | 0.06% | +42,815 | New |
| Gsa Capital Partners LLP | 36,541 | $469.0K | 0.03% | +50.0% | Added |
| UBS Group AG | 32,004 | $410.9K | 0.00% | −3,850−10.7% | Reduced |
| Millennium Management LLC | 27,356 | $351.3K | 0.00% | −1,459−5.1% | Reduced |
| Greenwood Gearhart Inc | 26,300 | $337.7K | 0.02% | +5,800+28.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $327.4K | 0.00% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 25,400 | $326.1K | 0.15% | 00.0% | Unchanged |
| LPL Financial LLC | 23,517 | $302.0K | 0.00% | −4,934−17.3% | Reduced |
| Round Rock Advisors, LLC | 20,961 | $269.1K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 20,063 | $257.6K | 0.00% | +20,063 | New |
| BlackRock, Inc. | 19,501 | $250.4K | 0.00% | +15,601+400.0% | Added |
| Jane Street Group, LLC | 19,145 | $245.8K | 0.00% | +6,390+50.1% | Added |
| StoneX Group Inc. | 15,100 | $193.9K | 0.01% | +100+0.7% | Added |
| Marquette Asset Management, LLC | 15,000 | $192.6K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 13,000 | $166.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 13,000 | $166.9K | 0.01% | +13,000 | New |
| Cary Street Partners Financial LLC | 12,450 | $159.9K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,408 | $159.3K | 0.00% | −400−3.1% | Reduced |
| MTM Investment Management, LLC | 12,137 | $155.8K | 0.04% | +20.0% | Added |
| AlphaCentric Advisors LLC | 11,462 | $147.2K | 0.12% | −9,777−46.0% | Reduced |
| GWM Advisors LLC | 11,436 | $146.8K | 0.00% | +11,436 | New |
| Ameriprise Financial Inc | 11,347 | $145.7K | 0.00% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 10,000 | $128.4K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,980 | $128.1K | 0.10% | +70+0.7% | Added |
| US Bancorp | 9,000 | $115.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,545 | $71.2K | 0.00% | +13+0.2% | Added |
| HM Payson & Co | 5,000 | $64.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,537 | $58.3K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,845 | $49.4K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,572 | $45.9K | 0.00% | −920−20.5% | Reduced |
| Colonial Trust Advisors | 3,500 | $44.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,270 | $42.3K | 0.00% | +31+1.0% | Added |
| Royal Bank of Canada | 2,390 | $31.0K | 0.00% | +226+10.4% | Added |
| Barclays PLC | 2,352 | $30.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,300 | $29.5K | 0.00% | +2,300 | New |
| Crews Bank & Trust | 2,182 | $28.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,020 | $25.9K | 0.00% | −166−7.6% | Reduced |
| Hollencrest Capital Management | 1,639 | $21.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 1,245 | $16.0K | 0.00% | +19+1.5% | Added |
| Simplex Trading, LLC | 1,211 | $15.5K | 0.00% | +57+4.9% | Added |
| Farther Finance Advisors, LLC | 1,100 | $14.1K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 808 | $10.4K | 0.00% | +808 | New |
| Fifth Third Bancorp | 595 | $7.64K | 0.00% | −7,032−92.2% | Reduced |
| Silver Grove Financial Group, Inc. | 490 | $6.29K | 0.00% | +490 | New |
| SBI Securities Co., Ltd. | 355 | $4.56K | 0.00% | −2−0.6% | Reduced |
| FMR LLC | 135 | $1.73K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 130 | $1.67K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 89 | $1.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 0 | $0 | 0.00% | −23,368−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −12,697−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,624−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |