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 2025
Institutional positions in Star Group, L.P. as of Mar 31, 2025. 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
- 64
- −1 vs. Q4 2024
- Shares held
- 12.0M
- +440.3K (+3.8%) vs. Q4 2024
- Total value
- $157.8M
- +$24.7M (+18.6%) vs. Q4 2024
- New holders
- 4
- 16 more added
- Sold out
- 5
- 14 more reduced
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Star Group, L.P.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bandera Partners LLC | 3,445,360 | $45.4M | 16.34% | 00.0% | Unchanged |
| Hartree Partners, LP | 3,314,616 | $43.7M | 15.81% | +191,363+6.1% | Added |
| Oakcliff Capital Partners, LP | 1,099,239 | $14.5M | 7.63% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 950,245 | $12.5M | 0.02% | −12,500−1.3% | Reduced |
| Brown Advisory Inc | 950,160 | $12.5M | 0.02% | −17,011−1.8% | Reduced |
| JPMorgan Chase & Co | 766,267 | $10.1M | 0.00% | +148,078+24.0% | Added |
| Joel Isaacson & Co., LLC | 191,832 | $2.53M | 0.11% | +191,832 | New |
| Blackstone Group Inc. | 153,090 | $2.02M | 0.01% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 150,535 | $1.98M | 0.07% | −14,085−8.6% | Reduced |
| Doliver Advisors, LP | 140,089 | $1.85M | 0.52% | 00.0% | Unchanged |
| Morgan Stanley | 79,957 | $1.05M | 0.00% | −5,453−6.4% | Reduced |
| Wells Fargo & Company | 61,286 | $807.7K | 0.00% | −25,385−29.3% | Reduced |
| Parsons Capital Management Inc | 53,506 | $705.2K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 51,072 | $673.1K | 0.00% | +9,717+23.5% | Added |
| Victory Capital Management Inc | 48,224 | $635.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 46,361 | $611.0K | 0.00% | −633−1.3% | Reduced |
| Commonwealth Equity Services, LLC | 34,496 | $455.0K | 0.00% | −6,414−15.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 33,948 | $447.4K | 0.00% | +2,838+9.1% | Added |
| Two Sigma Advisers, LP | 30,900 | $407.3K | 0.00% | −100−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 28,000 | $374.4K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 28,409 | $373.0K | 0.00% | −18,040−38.8% | Reduced |
| Citadel Advisors LLC | 20,562 | $271.0K | 0.00% | +4,296+26.4% | Added |
| Cove Street Capital, LLC | 18,500 | $243.8K | 0.38% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,035 | $237.7K | 0.01% | +842+4.9% | Added |
| Gsa Capital Partners LLP | 17,959 | $237.0K | 0.02% | −2,488−12.2% | Reduced |
| Goldman Sachs Group Inc | 17,494 | $230.6K | 0.00% | +17,494 | New |
| StoneX Group Inc. | 15,065 | $198.6K | 0.01% | +65+0.4% | Added |
| Marquette Asset Management, LLC | 15,000 | $197.7K | 0.03% | 00.0% | Unchanged |
| BlackRock, Inc. | 14,058 | $185.3K | 0.00% | +1,842+15.1% | Added |
| LPL Financial LLC | 13,500 | $177.9K | 0.00% | −4,432−24.7% | Reduced |
| Monograph Wealth Advisors, LLC | 13,444 | $177.2K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 13,000 | $171.3K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 12,895 | $170.0K | 0.00% | −48−0.4% | Reduced |
| Cary Street Partners Financial LLC | 12,450 | $164.1K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 12,281 | $161.9K | 0.00% | −16,925−58.0% | Reduced |
| MTM Investment Management, LLC | 12,127 | $160.9K | 0.06% | +10.0% | Added |
| Susquehanna International Group, LLP | 12,075 | $159.1K | 0.00% | +1,829+17.9% | Added |
| Ameriprise Financial Inc | 11,402 | $150.3K | 0.00% | +11,402 | New |
| Roxbury Financial LLC | 9,661 | $125.8K | 0.12% | +62+0.6% | Added |
| US Bancorp | 9,000 | $118.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,384 | $71.0K | 0.00% | +183+3.5% | Added |
| HM Payson & Co | 5,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,837 | $63.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 5,005 | $57.8K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,845 | $50.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,500 | $46.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,339 | $31.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,182 | $28.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,847 | $24.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,699 | $22.4K | 0.00% | +97+6.1% | Added |
| Hollencrest Capital Management | 1,639 | $21.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,400 | $18.4K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,220 | $16.1K | 0.01% | +17+1.4% | Added |
| Comerica Bank | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,000 | $13.2K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 861 | $11.3K | 0.00% | +10+1.2% | Added |
| Barclays PLC | 550 | $7.25K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 500 | $6.59K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 403 | $5.31K | 0.00% | +175+76.8% | Added |
| Farther Finance Advisors, LLC | 300 | $3.98K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 259 | $3.00K | 0.00% | −320−55.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.32K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −14,446−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |