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