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 2025
Institutional positions in Star Group, L.P. as of Jun 30, 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
- 66
- +2 vs. Q1 2025
- Shares held
- 11.1M
- −912.8K (−7.6%) vs. Q1 2025
- Total value
- $129.4M
- −$28.4M (−18.0%) vs. Q1 2025
- New holders
- 5
- 18 more added
- Sold out
- 3
- 21 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Star Group, L.P.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | $39.8M | 11.27% | +86,291+2.6% | Added |
| Bandera Partners LLC | 2,745,360 | $32.1M | 14.48% | −700,000−20.3% | Reduced |
| Oakcliff Capital Partners, LP | 1,099,239 | $12.9M | 6.43% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 941,593 | $11.0M | 0.01% | −8,652−0.9% | Reduced |
| JPMorgan Chase & Co | 728,570 | $8.52M | 0.00% | −37,697−4.9% | Reduced |
| Brown Advisory Inc | 548,862 | $6.42M | 0.01% | −401,298−42.2% | Reduced |
| Joel Isaacson & Co., LLC | 191,865 | $2.24M | 0.09% | +330.0% | Added |
| Blackstone Group Inc. | 163,090 | $1.91M | 0.01% | +10,000+6.5% | Added |
| Locust Wood Capital Advisers, LLC | 144,612 | $1.69M | 0.05% | −5,923−3.9% | Reduced |
| Doliver Advisors, LP | 140,089 | $1.64M | 0.45% | 00.0% | Unchanged |
| Morgan Stanley | 116,503 | $1.36M | 0.00% | +36,546+45.7% | Added |
| Arrowstreet Capital, Limited Partnership | 54,443 | $637.0K | 0.00% | +20,495+60.4% | Added |
| Parsons Capital Management Inc | 53,506 | $626.0K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 48,692 | $569.7K | 0.00% | −2,380−4.7% | Reduced |
| Victory Capital Management Inc | 46,544 | $544.6K | 0.00% | −1,680−3.5% | Reduced |
| Two Sigma Investments, LP | 43,675 | $511.0K | 0.00% | −2,686−5.8% | Reduced |
| Wells Fargo & Company | 42,128 | $492.9K | 0.00% | −19,158−31.3% | Reduced |
| Millennium Management LLC | 39,658 | $464.0K | 0.00% | +27,377+222.9% | Added |
| Commonwealth Equity Services, LLC | 34,597 | $405.0K | 0.00% | +101+0.3% | Added |
| Citadel Advisors LLC | 34,257 | $400.8K | 0.00% | +13,695+66.6% | Added |
| Two Sigma Advisers, LP | 30,900 | $361.5K | 0.00% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 29,400 | $344.0K | 0.22% | +29,400 | New |
| Gsa Capital Partners LLP | 28,883 | $338.0K | 0.02% | +10,924+60.8% | Added |
| Acadian Asset Management LLC | 26,478 | $309.0K | 0.00% | −1,931−6.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $298.4K | 0.00% | −2,500−8.9% | Reduced |
| Susquehanna International Group, LLP | 23,035 | $269.5K | 0.00% | +10,960+90.8% | Added |
| BlackRock, Inc. | 20,989 | $245.6K | 0.00% | +6,931+49.3% | Added |
| We Are One Seven, LLC | 17,917 | $209.6K | 0.01% | −118−0.7% | Reduced |
| Cove Street Capital, LLC | 17,500 | $204.8K | 0.30% | −1,000−5.4% | Reduced |
| Fifth Third Bancorp | 16,296 | $190.7K | 0.00% | +16,296 | New |
| Goldman Sachs Group Inc | 15,134 | $177.1K | 0.00% | −2,360−13.5% | Reduced |
| StoneX Group Inc. | 15,038 | $175.9K | 0.01% | −27−0.2% | Reduced |
| Marquette Asset Management, LLC | 15,000 | $175.5K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 13,025 | $152.4K | 0.00% | −475−3.5% | Reduced |
| Clear Harbor Asset Management, LLC | 13,000 | $152.1K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 12,697 | $148.6K | 0.00% | −198−1.5% | Reduced |
| Cary Street Partners Financial LLC | 12,450 | $145.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12,129 | $141.9K | 0.05% | +20.0% | Added |
| Ameriprise Financial Inc | 11,376 | $133.1K | 0.00% | −26−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 10,000 | $117.0K | 0.01% | +10,000 | New |
| Roxbury Financial LLC | 9,726 | $113.8K | 0.11% | +65+0.7% | Added |
| US Bancorp | 9,000 | $105.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 7,643 | $89.4K | 0.00% | +7,643 | New |
| Bank of America Corp | 6,177 | $72.3K | 0.00% | +793+14.7% | Added |
| Advisor Group Holdings, Inc. | 5,199 | $60.8K | 0.00% | +3,352+181.5% | Added |
| Principal Securities, Inc. | 5,005 | $58.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5,000 | $58.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,537 | $53.1K | 0.00% | −300−6.2% | Reduced |
| High Note Wealth, LLC | 3,845 | $45.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,500 | $41.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,339 | $26.6K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,182 | $25.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,639 | $19.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,497 | $17.5K | 0.00% | +947+172.2% | Added |
| TD Waterhouse Canada Inc. | 1,400 | $16.5K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,238 | $14.5K | 0.01% | +18+1.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 600 | $7.02K | 0.00% | −400−40.0% | Reduced |
| Tower Research Capital LLC (TRC) | 460 | $5.38K | 0.00% | +460 | New |
| SBI Securities Co., Ltd. | 406 | $4.75K | 0.00% | +3+0.7% | Added |
| Farther Finance Advisors, LLC | 300 | $3.51K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 259 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 135 | $1.58K | 0.00% | −365−73.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,444−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,699−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −861−100.0% | Sold out |