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, Q3 2025
Institutional positions in Star Group, L.P. as of Sep 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
- 65
- −1 vs. Q2 2025
- Shares held
- 10.6M
- −508.5K (−4.6%) vs. Q2 2025
- Total value
- $124.8M
- −$4.58M (−3.5%) vs. Q2 2025
- New holders
- 5
- 13 more added
- Sold out
- 6
- 17 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Star Group, L.P.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | $40.2M | 13.97% | 00.0% | Unchanged |
| Bandera Partners LLC | 2,745,360 | $32.5M | 14.24% | 00.0% | Unchanged |
| Oakcliff Capital Partners, LP | 1,099,239 | $13.0M | 5.61% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 928,445 | $11.0M | 0.01% | −13,148−1.4% | Reduced |
| JPMorgan Chase & Co | 689,799 | $8.16M | 0.00% | −38,771−5.3% | Reduced |
| Joel Isaacson & Co., LLC | 191,900 | $2.27M | 0.08% | +350.0% | Added |
| Blackstone Group Inc. | 163,090 | $1.93M | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 139,939 | $1.66M | 0.43% | −150−0.1% | Reduced |
| Locust Wood Capital Advisers, LLC | 138,600 | $1.64M | 0.04% | −6,012−4.2% | Reduced |
| Morgan Stanley | 116,687 | $1.38M | 0.00% | +184+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 104,083 | $1.23M | 0.00% | +49,640+91.2% | Added |
| Brown Advisory Inc | 76,482 | $904.8K | 0.00% | −472,380−86.1% | Reduced |
| Parsons Capital Management Inc | 53,506 | $633.0K | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 52,025 | $615.5K | 0.00% | +3,333+6.8% | Added |
| Wells Fargo & Company | 42,129 | $498.4K | 0.00% | +10.0% | Added |
| Two Sigma Investments, LP | 40,331 | $477.1K | 0.00% | −3,344−7.7% | Reduced |
| Gsa Capital Partners LLP | 35,534 | $420.0K | 0.04% | +6,651+23.0% | Added |
| Commonwealth Equity Services, LLC | 34,045 | $403.0K | 0.00% | −552−1.6% | Reduced |
| Two Sigma Advisers, LP | 30,900 | $365.5K | 0.00% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 29,400 | $347.8K | 0.19% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 25,600 | $302.8K | 0.40% | +8,100+46.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $301.7K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 23,036 | $272.5K | 0.00% | −16,622−41.9% | Reduced |
| Acadian Asset Management LLC | 23,032 | $271.0K | 0.00% | −3,446−13.0% | Reduced |
| Susquehanna International Group, LLP | 22,645 | $267.9K | 0.00% | −390−1.7% | Reduced |
| Victory Capital Management Inc | 20,860 | $246.8K | 0.00% | −25,684−55.2% | Reduced |
| BlackRock, Inc. | 19,294 | $228.2K | 0.00% | −1,695−8.1% | Reduced |
| Atom Investors LP | 18,476 | $218.6K | 0.02% | +18,476 | New |
| Goldman Sachs Group Inc | 18,004 | $213.0K | 0.00% | +2,870+19.0% | Added |
| StoneX Group Inc. | 15,000 | $177.4K | 0.01% | −38−0.3% | Reduced |
| Marquette Asset Management, LLC | 15,000 | $177.4K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 14,981 | $177.2K | 0.00% | +1,956+15.0% | Added |
| Walleye Capital LLC | 14,964 | $177.0K | 0.00% | +14,964 | New |
| Round Rock Advisors, LLC | 14,000 | $168.3K | 0.03% | +14,000 | New |
| Clear Harbor Asset Management, LLC | 13,000 | $153.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 12,892 | $152.5K | 0.00% | −3,404−20.9% | Reduced |
| Kingsview Wealth Management, LLC | 12,708 | $150.3K | 0.00% | +12,708 | New |
| American Century Companies Inc | 12,697 | $150.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 12,450 | $147.3K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12,131 | $143.5K | 0.05% | +20.0% | Added |
| Bank of America Corp | 11,844 | $140.1K | 0.00% | +5,667+91.7% | Added |
| Ameriprise Financial Inc | 11,376 | $134.6K | 0.00% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 10,000 | $118.3K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,795 | $115.9K | 0.11% | +69+0.7% | Added |
| US Bancorp | 9,000 | $106.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,187 | $60.5K | 0.00% | −12−0.2% | Reduced |
| Principal Securities, Inc. | 5,005 | $59.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5,000 | $59.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,537 | $53.7K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,845 | $45.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,500 | $41.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,339 | $27.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,182 | $25.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,884 | $22.3K | 0.00% | +1,884 | New |
| Hollencrest Capital Management | 1,639 | $19.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,400 | $16.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 825 | $9.76K | 0.00% | +365+79.3% | Added |
| Comerica Bank | 600 | $7.10K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 404 | $4.78K | 0.00% | −2−0.5% | Reduced |
| Farther Finance Advisors, LLC | 300 | $3.55K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 135 | $1.60K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 39 | $0 | 0.00% | −220−84.9% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −34,257−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −17,917−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −7,643−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,238−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |