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, Q1 2026
Institutional positions in Star Group, L.P. as of Mar 31, 2026. 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
- 69
- +3 vs. Q4 2025
- Shares held
- 13.7M
- +2.25M (+19.6%) vs. Q4 2025
- Total value
- $169.0M
- +$32.8M (+24.1%) vs. Q4 2025
- New holders
- 9
- 19 more added
- Sold out
- 6
- 12 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Star Group, L.P.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hartree Partners, LP | 3,400,907 | $41.8M | 9.05% | 00.0% | Unchanged |
| Bandera Partners LLC | 2,745,360 | $33.7M | 15.25% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,022,000 | $24.8M | 0.36% | +2,022,000 | New |
| Lubar & Co., Inc | 1,295,985 | $15.9M | 13.37% | 00.0% | Unchanged |
| Oakcliff Capital Partners, LP | 1,099,239 | $13.5M | 5.96% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 910,108 | $11.2M | 0.02% | +10,281+1.1% | Added |
| JPMorgan Chase & Co | 659,865 | $8.24M | 0.00% | +1,909+0.3% | Added |
| Joel Isaacson & Co., LLC | 191,968 | $2.36M | 0.08% | +330.0% | Added |
| Blackstone Group Inc. | 173,629 | $2.13M | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 139,939 | $1.72M | 0.39% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 129,080 | $1.59M | 0.00% | +16,544+14.7% | Added |
| Crossingbridge Advisors, LLC | 109,777 | $1.35M | 0.24% | +109,777 | New |
| Morgan Stanley | 80,053 | $983.1K | 0.00% | −2,506−3.0% | Reduced |
| Brown Advisory Inc | 73,877 | $907.2K | 0.00% | −126−0.2% | Reduced |
| Parsons Capital Management Inc | 52,806 | $648.5K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 51,730 | $635.2K | 0.00% | +51,730 | New |
| Wells Fargo & Company | 47,128 | $578.7K | 0.00% | +5,000+11.9% | Added |
| Commonwealth Equity Services, LLC | 43,941 | $539.6K | 0.00% | +9,928+29.2% | Added |
| Goldman Sachs Group Inc | 37,181 | $456.6K | 0.00% | +5,290+16.6% | Added |
| Gsa Capital Partners LLP | 36,536 | $449.0K | 0.03% | −997−2.7% | Reduced |
| UBS Group AG | 35,854 | $440.3K | 0.00% | −817−2.2% | Reduced |
| Millennium Management LLC | 28,815 | $353.8K | 0.00% | +16,781+139.4% | Added |
| LPL Financial LLC | 28,451 | $349.4K | 0.00% | +11,282+65.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $313.1K | 0.00% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 25,400 | $311.9K | 0.15% | 00.0% | Unchanged |
| Atom Investors LP | 23,368 | $287.0K | 0.02% | +2,782+13.5% | Added |
| AlphaCentric Advisors LLC | 21,239 | $260.8K | 0.26% | +21,239 | New |
| Round Rock Advisors, LLC | 20,961 | $257.4K | 0.04% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 20,500 | $251.7K | 0.01% | +20,500 | New |
| StoneX Group Inc. | 15,000 | $184.2K | 0.01% | −10.0% | Reduced |
| Marquette Asset Management, LLC | 15,000 | $184.2K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 13,000 | $159.6K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 12,808 | $157.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,755 | $156.6K | 0.00% | +12,755 | New |
| American Century Companies Inc | 12,697 | $155.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 12,450 | $152.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12,135 | $149.0K | 0.05% | +20.0% | Added |
| Ameriprise Financial Inc | 11,347 | $139.3K | 0.00% | −50.0% | Reduced |
| Acadian Asset Management LLC | 10,624 | $129.0K | 0.00% | −10,154−48.9% | Reduced |
| Wilkinson Global Asset Management LLC | 10,000 | $122.8K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,910 | $121.7K | 0.11% | +46+0.5% | Added |
| US Bancorp | 9,000 | $110.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,627 | $93.7K | 0.00% | −2,765−26.6% | Reduced |
| Advisor Group Holdings, Inc. | 5,532 | $68.0K | 0.00% | +195+3.7% | Added |
| HM Payson & Co | 5,000 | $61.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,537 | $55.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,492 | $55.2K | 0.00% | +1,845+69.7% | Added |
| BlackRock, Inc. | 3,900 | $47.9K | 0.00% | −18,268−82.4% | Reduced |
| High Note Wealth, LLC | 3,845 | $47.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,500 | $43.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,239 | $40.1K | 0.00% | +100+3.2% | Added |
| Barclays PLC | 2,352 | $28.9K | 0.00% | +734+45.4% | Added |
| Citigroup Inc | 2,186 | $26.8K | 0.00% | +82+3.9% | Added |
| Crews Bank & Trust | 2,182 | $26.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,164 | $26.0K | 0.00% | +10.0% | Added |
| Hollencrest Capital Management | 1,639 | $20.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,400 | $17.4K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 1,226 | $15.1K | 0.00% | +1,226 | New |
| Simplex Trading, LLC | 1,154 | $14.2K | 0.00% | +1,154 | New |
| Farther Finance Advisors, LLC | 1,100 | $13.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,000 | $12.3K | 0.00% | −38−3.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 357 | $4.38K | 0.00% | −43−10.8% | Reduced |
| Tower Research Capital LLC (TRC) | 205 | $2.52K | 0.00% | −223−52.1% | Reduced |
| FMR LLC | 135 | $1.66K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 130 | $1.60K | 0.00% | +130 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 89 | $1.09K | 0.00% | +41+85.4% | Added |
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 0 | $0 | 0.00% | −14,426−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,241−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |