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, Q4 2025
Institutional positions in Star Group, L.P. as of Dec 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
- 67
- +3 vs. Q3 2025
- Shares held
- 11.5M
- +972.8K (+9.2%) vs. Q3 2025
- Total value
- $136.1M
- +$11.6M (+9.3%) vs. Q3 2025
- New holders
- 9
- 19 more added
- Sold out
- 6
- 16 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Star Group, L.P.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | $40.3M | 14.72% | 00.0% | Unchanged |
| Bandera Partners LLC | 2,745,360 | $32.5M | 14.61% | 00.0% | Unchanged |
| Lubar & Co., Inc | 1,295,985 | $15.3M | 11.43% | +1,295,985 | New |
| Oakcliff Capital Partners, LP | 1,099,239 | $13.0M | 5.58% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 899,827 | $10.7M | 0.02% | −28,618−3.1% | Reduced |
| JPMorgan Chase & Co | 657,956 | $7.79M | 0.00% | −31,843−4.6% | Reduced |
| Joel Isaacson & Co., LLC | 191,935 | $2.27M | 0.08% | +350.0% | Added |
| Blackstone Group Inc. | 173,629 | $2.06M | 0.01% | +10,539+6.5% | Added |
| Doliver Advisors, LP | 139,939 | $1.66M | 0.41% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 112,536 | $1.33M | 0.00% | +8,453+8.1% | Added |
| Morgan Stanley | 82,559 | $977.5K | 0.00% | −34,128−29.2% | Reduced |
| Brown Advisory Inc | 74,003 | $876.2K | 0.00% | −2,479−3.2% | Reduced |
| Parsons Capital Management Inc | 52,806 | $625.2K | 0.03% | −700−1.3% | Reduced |
| Wells Fargo & Company | 42,128 | $498.8K | 0.00% | −10.0% | Reduced |
| Gsa Capital Partners LLP | 37,533 | $444.0K | 0.04% | +1,999+5.6% | Added |
| UBS Group AG | 36,671 | $434.2K | 0.00% | −15,354−29.5% | Reduced |
| Commonwealth Equity Services, LLC | 34,013 | $402.7K | 0.00% | −32−0.1% | Reduced |
| Goldman Sachs Group Inc | 31,891 | $377.6K | 0.00% | +13,887+77.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $301.9K | 0.00% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 25,400 | $300.7K | 0.15% | −4,000−13.6% | Reduced |
| BlackRock, Inc. | 22,168 | $262.5K | 0.00% | +2,874+14.9% | Added |
| Round Rock Advisors, LLC | 20,961 | $248.2K | 0.04% | +6,961+49.7% | Added |
| Acadian Asset Management LLC | 20,778 | $244.0K | 0.00% | −2,254−9.8% | Reduced |
| Atom Investors LP | 20,586 | $243.7K | 0.02% | +2,110+11.4% | Added |
| LPL Financial LLC | 17,169 | $203.3K | 0.00% | +2,188+14.6% | Added |
| StoneX Group Inc. | 15,001 | $177.6K | 0.01% | +10.0% | Added |
| Marquette Asset Management, LLC | 15,000 | $177.6K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 14,426 | $170.8K | 0.00% | +2,582+21.8% | Added |
| Walleye Capital LLC | 14,241 | $168.6K | 0.00% | −723−4.8% | Reduced |
| Clear Harbor Asset Management, LLC | 13,000 | $153.9K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,808 | $151.6K | 0.00% | +100+0.8% | Added |
| American Century Companies Inc | 12,697 | $150.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 12,450 | $147.4K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12,133 | $143.7K | 0.05% | +20.0% | Added |
| Millennium Management LLC | 12,034 | $142.5K | 0.00% | −11,002−47.8% | Reduced |
| Ameriprise Financial Inc | 11,352 | $134.4K | 0.00% | −24−0.2% | Reduced |
| Fifth Third Bancorp | 10,392 | $123.0K | 0.00% | −2,500−19.4% | Reduced |
| Wilkinson Global Asset Management LLC | 10,000 | $118.4K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,864 | $116.8K | 0.10% | +69+0.7% | Added |
| US Bancorp | 9,000 | $106.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,774 | $80.2K | 0.00% | +6,774 | New |
| Advisor Group Holdings, Inc. | 5,337 | $63.2K | 0.00% | +150+2.9% | Added |
| HM Payson & Co | 5,000 | $59.2K | 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 | 3,139 | $37.2K | 0.00% | +800+34.2% | Added |
| BNP Paribas Arbitrage, SA | 2,647 | $31.3K | 0.00% | +2,647 | New |
| Crews Bank & Trust | 2,182 | $25.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,163 | $25.0K | 0.00% | +2,124+5,446.2% | Added |
| Citigroup Inc | 2,104 | $24.9K | 0.00% | +220+11.7% | Added |
| Hollencrest Capital Management | 1,639 | $19.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,618 | $19.2K | 0.00% | +1,618 | New |
| TD Waterhouse Canada Inc. | 1,400 | $16.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,100 | $13.0K | 0.00% | +800+266.7% | Added |
| CWM, LLC | 1,038 | $12.0K | 0.00% | +1,038 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 638 | $7.55K | 0.00% | +638 | New |
| Comerica Bank | 600 | $7.10K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 428 | $5.07K | 0.00% | −397−48.1% | Reduced |
| SBI Securities Co., Ltd. | 400 | $4.74K | 0.00% | −4−1.0% | Reduced |
| Quent Capital, LLC | 395 | $4.68K | 0.00% | +395 | New |
| Barrett & Company, Inc. | 165 | $1.95K | 0.00% | +165 | New |
| FMR LLC | 135 | $1.60K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 48 | $568 | 0.00% | +48 | New |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −138,600−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −40,331−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,645−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −20,860−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −5,005−100.0% | Sold out |
| Cove Street Capital, LLC | – | – | – | – | Not filed |