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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, Q1 2021

Institutional positions in Star Group, L.P. as of Mar 31, 2021. 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
68
No complete 13F data for Q4 2020
Shares held
14.6M
No complete 13F data for Q4 2020
Total value
$154.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 68 institutions
Q1 2021: 68 institutionsQ2 2021: 69 institutionsQ3 2021: 65 institutionsQ4 2021: 69 institutionsQ1 2022: 72 institutionsQ2 2022: 72 institutionsQ3 2022: 70 institutionsQ4 2022: 75 institutionsQ1 2023: 69 institutionsQ2 2023: 69 institutionsQ3 2023: 66 institutionsQ4 2023: 69 institutionsQ1 2024: 69 institutionsQ2 2024: 63 institutionsQ3 2024: 64 institutionsQ4 2024: 65 institutionsQ1 2025: 64 institutionsQ2 2025: 66 institutionsQ3 2025: 65 institutionsQ4 2025: 67 institutionsQ1 2026: 69 institutionsQ2 2026: 71 institutions
Value heldQ1 2021: $154.6M
Q1 2021: $154.6MQ2 2021: $158.9MQ3 2021: $135.7MQ4 2021: $134.3MQ1 2022: $129.3MQ2 2022: $102.7MQ3 2022: $84.7MQ4 2022: $134.3MQ1 2023: $150.8MQ2 2023: $161.9MQ3 2023: $143.0MQ4 2023: $140.0MQ1 2024: $121.2MQ2 2024: $125.2MQ3 2024: $137.9MQ4 2024: $133.1MQ1 2025: $157.8MQ2 2025: $129.4MQ3 2025: $124.8MQ4 2025: $136.1MQ1 2026: $169.0MQ2 2026: $176.5M
Institutions holding SGU and their total value by quarter
QuarterHoldersValue
Q2 202671$176.5M
Q1 202669$169.0M
Q4 202567$136.1M
Q3 202565$124.8M
Q2 202566$129.4M
Q1 202564$157.8M
Q4 202465$133.1M
Q3 202464$137.9M
Q2 202463$125.2M
Q1 202469$121.2M
Q4 202369$140.0M
Q3 202366$143.0M
Q2 202369$161.9M
Q1 202369$150.8M
Q4 202275$134.3M
Q3 202270$84.7M
Q2 202272$102.7M
Q1 202272$129.3M
Q4 202169$134.3M
Q3 202165$135.7M
Q2 202169$158.9M
Q1 202168$154.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Star Group, L.P..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SGU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$00.00%––
M&R Capital Management Inc23$00.00%––
Citigroup Inc434$5.00K0.00%––
BNP Paribas Arbitrage, SA602$6.38K0.00%––
Ancora Advisors, LLC642$7.00K0.00%––
Selective Wealth Management, Inc.700$7.00K0.01%––
Harbour Investments, Inc.1,416$15.0K0.00%––
Simplex Trading, LLC1,697$17.0K0.00%––
Legal & General Group Plc2,645$28.0K0.00%––
Great West Life Assurance Co3,621$38.0K0.00%––
Shell Asset Management Co4,512$48.0K0.00%––
JPMorgan Chase & Co5,682$60.0K0.00%––
KBC Group NV6,697$71.0K0.00%––
FourThought Financial, LLC7,093$75.0K0.01%––
Russell Investments Group, Ltd.8,122$86.0K0.00%––
US Bancorp9,000$95.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)9,837$104.0K0.00%––
Advisory Services Network, LLC10,345$110.0K0.00%––
Arizona State Retirement System12,096$128.0K0.00%––
Eqis Capital Management, Inc.12,869$136.0K0.01%––
Advisor Group Holdings, Inc.13,333$141.0K0.00%––
Prudential Financial Inc14,200$150.0K0.00%––
Credit Suisse AG14,894$158.0K0.00%––
Bank of New York Mellon Corp14,864$158.0K0.00%––
Marquette Asset Management, LLC15,000$159.0K0.04%––
Goldman Sachs Group Inc16,807$178.0K0.00%––
Barings LLC17,318$183.0K0.00%––
Millennium Management LLC18,789$199.0K0.00%––
Spire Wealth Management19,293$204.0K0.01%––
Bank of America Corp19,629$207.0K0.00%––
First Republic Investment Management, Inc.20,000$212.0K0.00%––
Northern Trust Corp20,998$223.0K0.00%––
State of Tennessee, Treasury Department22,256$236.0K0.00%––
SEI Investments Co29,101$300.0K0.00%––
MTM Investment Management, LLC32,986$349.0K0.20%––
UBS Group AG35,976$381.0K0.00%––
Commonwealth Equity Services, LLC38,766$410.0K0.00%––
Virginia Retirement Systems Et Al39,800$421.0K0.00%––
Gsa Capital Partners LLP45,834$485.0K0.08%––
UBS Asset Management Americas Inc47,330$501.2K0.00%––
Allianz Asset Management GmbH51,853$550.0K0.00%––
Parsons Capital Management Inc53,000$561.0K0.05%––
Ameriprise Financial Inc55,200$585.0K0.00%––
APG Asset Management N.V.70,554$636.0K0.00%––
Wells Fargo & Company60,169$637.0K0.00%––
State Street Corp61,838$655.0K0.00%––
Morgan Stanley65,826$697.0K0.00%––
Cove Street Capital, LLC70,530$747.0K0.11%––
Aurora Investment Counsel72,150$764.0K0.56%––
California Public Employees Retirement System74,031$784.0K0.00%––
Swiss National Bank93,903$994.0K0.00%––
Invesco Ltd.97,588$1.03M0.00%––
WBI Investments104,979$1.11M0.17%––
Winton Group Ltd105,231$1.11M0.06%––
BlackRock Inc.113,865$1.21M0.00%––
Doliver Advisors, LP135,957$1.44M0.54%––
Arrowstreet Capital, Limited Partnership198,511$2.10M0.00%––
Vanguard Group Inc271,890$2.88M0.00%––
Hotchkis & Wiley Capital Management LLC324,399$3.44M0.01%––
Acadian Asset Management LLC388,811$4.12M0.02%––
Yorktown Energy Partners VI LP427,734$4.53M79.35%––
Central Securities Corp730,000$7.73M0.88%––
Locust Wood Capital Advisers, LLC844,815$8.95M0.64%––
Renaissance Technologies LLC1,366,645$14.5M0.02%––
FMR LLC1,475,779$15.6M0.00%––
Oakcliff Capital Partners, LP1,565,167$16.6M7.86%––
Brown Advisory Inc1,809,176$19.2M0.03%––
Bandera Partners LLC3,323,039$35.2M13.83%––