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, Q2 2026
Institutional positions in Star Group, L.P. as of Jun 30, 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
- 71
- +3 vs. Q1 2026
- Shares held
- 13.7M
- −11.2K (−0.1%) vs. Q1 2026
- Total value
- $176.5M
- +$7.50M (+4.4%) vs. Q1 2026
- New holders
- 7
- 19 more added
- Sold out
- 4
- 16 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Star Group, L.P.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 89 | $1.14K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 130 | $1.67K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 135 | $1.73K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 355 | $4.56K | 0.00% | −2−0.6% | Reduced |
| Silver Grove Financial Group, Inc. | 490 | $6.29K | 0.00% | +490 | New |
| Fifth Third Bancorp | 595 | $7.64K | 0.00% | −7,032−92.2% | Reduced |
| Catherine Avery Investment Management LLC | 808 | $10.4K | 0.00% | +808 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,100 | $14.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,211 | $15.5K | 0.00% | +57+4.9% | Added |
| Napier Financial, LLC | 1,245 | $16.0K | 0.00% | +19+1.5% | Added |
| TD Waterhouse Canada Inc. | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,639 | $21.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,020 | $25.9K | 0.00% | −166−7.6% | Reduced |
| Crews Bank & Trust | 2,182 | $28.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,300 | $29.5K | 0.00% | +2,300 | New |
| Barclays PLC | 2,352 | $30.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,390 | $31.0K | 0.00% | +226+10.4% | Added |
| Jones Financial Companies LLLP | 3,270 | $42.3K | 0.00% | +31+1.0% | Added |
| Colonial Trust Advisors | 3,500 | $44.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,572 | $45.9K | 0.00% | −920−20.5% | Reduced |
| High Note Wealth, LLC | 3,845 | $49.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 4,537 | $58.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5,000 | $64.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,545 | $71.2K | 0.00% | +13+0.2% | Added |
| US Bancorp | 9,000 | $115.6K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 9,980 | $128.1K | 0.10% | +70+0.7% | Added |
| Wilkinson Global Asset Management LLC | 10,000 | $128.4K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,347 | $145.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11,436 | $146.8K | 0.00% | +11,436 | New |
| AlphaCentric Advisors LLC | 11,462 | $147.2K | 0.12% | −9,777−46.0% | Reduced |
| MTM Investment Management, LLC | 12,137 | $155.8K | 0.04% | +20.0% | Added |
| Kingsview Wealth Management, LLC | 12,408 | $159.3K | 0.00% | −400−3.1% | Reduced |
| Cary Street Partners Financial LLC | 12,450 | $159.9K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 13,000 | $166.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 13,000 | $166.9K | 0.01% | +13,000 | New |
| Marquette Asset Management, LLC | 15,000 | $192.6K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 15,100 | $193.9K | 0.01% | +100+0.7% | Added |
| Jane Street Group, LLC | 19,145 | $245.8K | 0.00% | +6,390+50.1% | Added |
| BlackRock, Inc. | 19,501 | $250.4K | 0.00% | +15,601+400.0% | Added |
| We Are One Seven, LLC | 20,063 | $257.6K | 0.00% | +20,063 | New |
| Round Rock Advisors, LLC | 20,961 | $269.1K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 23,517 | $302.0K | 0.00% | −4,934−17.3% | Reduced |
| Hyperion Capital Advisors LP | 25,400 | $326.1K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 25,500 | $327.4K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 26,300 | $337.7K | 0.02% | +5,800+28.3% | Added |
| Millennium Management LLC | 27,356 | $351.3K | 0.00% | −1,459−5.1% | Reduced |
| UBS Group AG | 32,004 | $410.9K | 0.00% | −3,850−10.7% | Reduced |
| Gsa Capital Partners LLP | 36,541 | $469.0K | 0.03% | +50.0% | Added |
| Maridea Wealth Management LLC | 42,815 | $549.7K | 0.06% | +42,815 | New |
| Commonwealth Equity Services, LLC | 44,202 | $567.6K | 0.00% | +261+0.6% | Added |
| Wells Fargo & Company | 47,803 | $613.8K | 0.00% | +675+1.4% | Added |
| Goldman Sachs Group Inc | 50,472 | $648.1K | 0.00% | +13,291+35.7% | Added |
| Parsons Capital Management Inc | 52,006 | $667.8K | 0.03% | −800−1.5% | Reduced |
| Citadel Advisors LLC | 73,480 | $943.5K | 0.00% | +21,750+42.0% | Added |
| Brown Advisory Inc | 73,524 | $944.0K | 0.00% | −353−0.5% | Reduced |
| Morgan Stanley | 79,901 | $1.03M | 0.00% | −152−0.2% | Reduced |
| Crossingbridge Advisors, LLC | 100,000 | $1.28M | 0.23% | −9,777−8.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 132,086 | $1.70M | 0.00% | +3,006+2.3% | Added |
| Doliver Advisors, LP | 139,939 | $1.80M | 0.41% | 00.0% | Unchanged |
| Blackstone Group Inc. | 165,910 | $2.13M | 0.01% | −7,719−4.4% | Reduced |
| Joel Isaacson & Co., LLC | 192,003 | $2.47M | 0.07% | +350.0% | Added |
| JPMorgan Chase & Co | 605,766 | $7.86M | 0.00% | −54,099−8.2% | Reduced |
| Renaissance Technologies LLC | 881,007 | $11.3M | 0.02% | −29,101−3.2% | Reduced |
| Oakcliff Capital Partners, LP | 1,099,239 | $14.1M | 5.26% | 00.0% | Unchanged |
| Lubar & Co., Inc | 1,295,985 | $16.6M | 13.16% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,030,000 | $26.1M | 0.33% | +8,000+0.4% | Added |
| Bandera Partners LLC | 2,745,360 | $35.3M | 12.42% | 00.0% | Unchanged |
| Hartree Partners, LP | 3,400,907 | $43.7M | 9.39% | 00.0% | Unchanged |
| Atom Investors LP | 0 | $0 | 0.00% | −23,368−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −12,697−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,624−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |