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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 89 | $1.09K | 0.00% | +41+85.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 130 | $1.60K | 0.00% | +130 | New |
| FMR LLC | 135 | $1.66K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 205 | $2.52K | 0.00% | −223−52.1% | Reduced |
| SBI Securities Co., Ltd. | 357 | $4.38K | 0.00% | −43−10.8% | Reduced |
| 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 |
| Farther Finance Advisors, LLC | 1,100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,154 | $14.2K | 0.00% | +1,154 | New |
| Napier Financial, LLC | 1,226 | $15.1K | 0.00% | +1,226 | New |
| TD Waterhouse Canada Inc. | 1,400 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,639 | $20.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,164 | $26.0K | 0.00% | +10.0% | Added |
| Crews Bank & Trust | 2,182 | $26.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,186 | $26.8K | 0.00% | +82+3.9% | Added |
| Barclays PLC | 2,352 | $28.9K | 0.00% | +734+45.4% | Added |
| Jones Financial Companies LLLP | 3,239 | $40.1K | 0.00% | +100+3.2% | Added |
| Colonial Trust Advisors | 3,500 | $43.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3,845 | $47.2K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,900 | $47.9K | 0.00% | −18,268−82.4% | Reduced |
| BNP Paribas Arbitrage, SA | 4,492 | $55.2K | 0.00% | +1,845+69.7% | Added |
| Spire Wealth Management | 4,537 | $55.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5,000 | $61.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,532 | $68.0K | 0.00% | +195+3.7% | Added |
| Fifth Third Bancorp | 7,627 | $93.7K | 0.00% | −2,765−26.6% | Reduced |
| US Bancorp | 9,000 | $110.5K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,910 | $121.7K | 0.11% | +46+0.5% | Added |
| Wilkinson Global Asset Management LLC | 10,000 | $122.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 10,624 | $129.0K | 0.00% | −10,154−48.9% | Reduced |
| Ameriprise Financial Inc | 11,347 | $139.3K | 0.00% | −50.0% | Reduced |
| MTM Investment Management, LLC | 12,135 | $149.0K | 0.05% | +20.0% | Added |
| Cary Street Partners Financial LLC | 12,450 | $152.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 12,697 | $155.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,755 | $156.6K | 0.00% | +12,755 | New |
| Kingsview Wealth Management, LLC | 12,808 | $157.3K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 13,000 | $159.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Greenwood Gearhart Inc | 20,500 | $251.7K | 0.01% | +20,500 | New |
| Round Rock Advisors, LLC | 20,961 | $257.4K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 21,239 | $260.8K | 0.26% | +21,239 | New |
| Atom Investors LP | 23,368 | $287.0K | 0.02% | +2,782+13.5% | Added |
| Hyperion Capital Advisors LP | 25,400 | $311.9K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $313.1K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 28,451 | $349.4K | 0.00% | +11,282+65.7% | Added |
| Millennium Management LLC | 28,815 | $353.8K | 0.00% | +16,781+139.4% | Added |
| UBS Group AG | 35,854 | $440.3K | 0.00% | −817−2.2% | Reduced |
| Gsa Capital Partners LLP | 36,536 | $449.0K | 0.03% | −997−2.7% | Reduced |
| Goldman Sachs Group Inc | 37,181 | $456.6K | 0.00% | +5,290+16.6% | Added |
| Commonwealth Equity Services, LLC | 43,941 | $539.6K | 0.00% | +9,928+29.2% | Added |
| Wells Fargo & Company | 47,128 | $578.7K | 0.00% | +5,000+11.9% | Added |
| Citadel Advisors LLC | 51,730 | $635.2K | 0.00% | +51,730 | New |
| Parsons Capital Management Inc | 52,806 | $648.5K | 0.03% | 00.0% | Unchanged |
| Brown Advisory Inc | 73,877 | $907.2K | 0.00% | −126−0.2% | Reduced |
| Morgan Stanley | 80,053 | $983.1K | 0.00% | −2,506−3.0% | Reduced |
| Crossingbridge Advisors, LLC | 109,777 | $1.35M | 0.24% | +109,777 | New |
| Arrowstreet Capital, Limited Partnership | 129,080 | $1.59M | 0.00% | +16,544+14.7% | Added |
| Doliver Advisors, LP | 139,939 | $1.72M | 0.39% | 00.0% | Unchanged |
| Blackstone Group Inc. | 173,629 | $2.13M | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 191,968 | $2.36M | 0.08% | +330.0% | Added |
| JPMorgan Chase & Co | 659,865 | $8.24M | 0.00% | +1,909+0.3% | Added |
| Renaissance Technologies LLC | 910,108 | $11.2M | 0.02% | +10,281+1.1% | Added |
| Oakcliff Capital Partners, LP | 1,099,239 | $13.5M | 5.96% | 00.0% | Unchanged |
| Lubar & Co., Inc | 1,295,985 | $15.9M | 13.37% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,022,000 | $24.8M | 0.36% | +2,022,000 | New |
| Bandera Partners LLC | 2,745,360 | $33.7M | 15.25% | 00.0% | Unchanged |
| Hartree Partners, LP | 3,400,907 | $41.8M | 9.05% | 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 |