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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.

Q4 2021 vs. Q3 2021

How the institutions holding Star Group, L.P. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SGU: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders65169+5
Shares13.3M427.7K12.5M−411.3K (−3.2%)
Value$135.7M$4.36M$134.3M+$2.99M (+2.3%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (11)

Institutions that held Star Group, L.P. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to SGU in Q4 2021
InstitutionSharesValue% of portfolio
Monograph Wealth Advisors, LLC30,114$324.0K0.08%
Creative Planning13,172$142.0K0.00%
Credit Suisse AG12,513$135.0K0.00%
StoneX Group Inc.10,000$107.7K0.01%
Counterpoint Mutual Funds LLC2,593$28.0K0.03%
TD Waterhouse Canada Inc.1,000$10.6K0.00%
National Bank of Canada440$5.00K0.00%
Trust Co259$3.00K0.00%
Reilly Financial Advisors, LLC200$2.00K0.00%
Cornerstone Management, Inc.176$1.90K0.00%
Concord Wealth Partners40$00.00%

Sold out (6)

Institutions that held Star Group, L.P. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of SGU in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Aurora Investment Counsel38,097$388.0K
Susquehanna International Group, LLP19,962$203.0K
Harbour Investments, Inc.1,441$15.0K
Royal Bank of Canada800$8.00K
Group One Trading, L.P.191$2.00K
Ibex Wealth Advisors12$0

Not filed for Q4 2021 yet (1)

Institutions that held Star Group, L.P. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SGU in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Yorktown Energy Partners VI LP427,734$4.36M