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