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