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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 48 | $568 | 0.00% | +48 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 135 | $1.60K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 165 | $1.95K | 0.00% | +165 | New |
| Quent Capital, LLC | 395 | $4.68K | 0.00% | +395 | New |
| SBI Securities Co., Ltd. | 400 | $4.74K | 0.00% | −4−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 428 | $5.07K | 0.00% | −397−48.1% | Reduced |
| Comerica Bank | 600 | $7.10K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 638 | $7.55K | 0.00% | +638 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,038 | $12.0K | 0.00% | +1,038 | New |
| Farther Finance Advisors, LLC | 1,100 | $13.0K | 0.00% | +800+266.7% | Added |
| TD Waterhouse Canada Inc. | 1,400 | $16.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,618 | $19.2K | 0.00% | +1,618 | New |
| Hollencrest Capital Management | 1,639 | $19.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,104 | $24.9K | 0.00% | +220+11.7% | Added |
| Royal Bank of Canada | 2,163 | $25.0K | 0.00% | +2,124+5,446.2% | Added |
| Crews Bank & Trust | 2,182 | $25.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,647 | $31.3K | 0.00% | +2,647 | New |
| Jones Financial Companies LLLP | 3,139 | $37.2K | 0.00% | +800+34.2% | Added |
| 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 | $59.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,337 | $63.2K | 0.00% | +150+2.9% | Added |
| Kestra Advisory Services, LLC | 6,774 | $80.2K | 0.00% | +6,774 | New |
| US Bancorp | 9,000 | $106.6K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,864 | $116.8K | 0.10% | +69+0.7% | Added |
| Wilkinson Global Asset Management LLC | 10,000 | $118.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,392 | $123.0K | 0.00% | −2,500−19.4% | Reduced |
| Ameriprise Financial Inc | 11,352 | $134.4K | 0.00% | −24−0.2% | Reduced |
| Millennium Management LLC | 12,034 | $142.5K | 0.00% | −11,002−47.8% | Reduced |
| MTM Investment Management, LLC | 12,133 | $143.7K | 0.05% | +20.0% | Added |
| Cary Street Partners Financial LLC | 12,450 | $147.4K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 12,697 | $150.3K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,808 | $151.6K | 0.00% | +100+0.8% | Added |
| Clear Harbor Asset Management, LLC | 13,000 | $153.9K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,241 | $168.6K | 0.00% | −723−4.8% | Reduced |
| Bank of America Corp | 14,426 | $170.8K | 0.00% | +2,582+21.8% | Added |
| Marquette Asset Management, LLC | 15,000 | $177.6K | 0.03% | 00.0% | Unchanged |
| StoneX Group Inc. | 15,001 | $177.6K | 0.01% | +10.0% | Added |
| LPL Financial LLC | 17,169 | $203.3K | 0.00% | +2,188+14.6% | Added |
| Atom Investors LP | 20,586 | $243.7K | 0.02% | +2,110+11.4% | Added |
| Acadian Asset Management LLC | 20,778 | $244.0K | 0.00% | −2,254−9.8% | Reduced |
| Round Rock Advisors, LLC | 20,961 | $248.2K | 0.04% | +6,961+49.7% | Added |
| BlackRock, Inc. | 22,168 | $262.5K | 0.00% | +2,874+14.9% | Added |
| Hyperion Capital Advisors LP | 25,400 | $300.7K | 0.15% | −4,000−13.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $301.9K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 31,891 | $377.6K | 0.00% | +13,887+77.1% | Added |
| Commonwealth Equity Services, LLC | 34,013 | $402.7K | 0.00% | −32−0.1% | Reduced |
| UBS Group AG | 36,671 | $434.2K | 0.00% | −15,354−29.5% | Reduced |
| Gsa Capital Partners LLP | 37,533 | $444.0K | 0.04% | +1,999+5.6% | Added |
| Wells Fargo & Company | 42,128 | $498.8K | 0.00% | −10.0% | Reduced |
| Parsons Capital Management Inc | 52,806 | $625.2K | 0.03% | −700−1.3% | Reduced |
| Brown Advisory Inc | 74,003 | $876.2K | 0.00% | −2,479−3.2% | Reduced |
| Morgan Stanley | 82,559 | $977.5K | 0.00% | −34,128−29.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 112,536 | $1.33M | 0.00% | +8,453+8.1% | Added |
| Doliver Advisors, LP | 139,939 | $1.66M | 0.41% | 00.0% | Unchanged |
| Blackstone Group Inc. | 173,629 | $2.06M | 0.01% | +10,539+6.5% | Added |
| Joel Isaacson & Co., LLC | 191,935 | $2.27M | 0.08% | +350.0% | Added |
| JPMorgan Chase & Co | 657,956 | $7.79M | 0.00% | −31,843−4.6% | Reduced |
| Renaissance Technologies LLC | 899,827 | $10.7M | 0.02% | −28,618−3.1% | Reduced |
| Oakcliff Capital Partners, LP | 1,099,239 | $13.0M | 5.58% | 00.0% | Unchanged |
| Lubar & Co., Inc | 1,295,985 | $15.3M | 11.43% | +1,295,985 | New |
| Bandera Partners LLC | 2,745,360 | $32.5M | 14.61% | 00.0% | Unchanged |
| Hartree Partners, LP | 3,400,907 | $40.3M | 14.72% | 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 |