SGU Institutional Ownership & Shareholders
STAR GROUP LP (SGU) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $174.03M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hartree Partners, Lp is currently the largest disclosed institutional shareholder of SGU tracked by InsiderSet, reporting ownership valued at approximately $43.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.80M, representing an estimated gain of +0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed SGU value among the investors covered in this analysis. Major shareholders include Hartree Partners, Lp, Bandera Partners Llc, Summit Trail Advisors, Llc, and several other long-term asset managers with concentrated positions in STAR GROUP LP (SGU).
This page ranks the largest institutional SGU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$174.03M
Largest Holder
Hartree Partners, Lp
Largest Position
$43.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
83
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hartree Partners, Lp | 9.39% | 3,400,907 | $43,667,646 | $43,803,682 | +$136,036 | +0.31% | |
| Bandera Partners Llc | 12.42% | 2,745,360 | $35,250,422 | $35,360,237 | +$109,815 | +0.31% | |
| Summit Trail Advisors, Llc | 0.33% | 2,030,000 | $26,065,200 | $26,146,400 | +$81,200 | +0.31% | |
| Lubar & Co., Inc | 15.52% | 1,295,985 | $16,640,447 | $16,692,287 | +$51,840 | +0.31% | |
| Oakcliff Capital Partners | Bryan R. Lawrence | 5.26% | 1,099,239 | $14,114,229 | $14,158,198 | +$43,969 | +0.31% |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 881,007 | $11,312,130 | $11,347,370 | +$35,240 | +0.31% |
| Jpmorgan Chase & Co | 0.00% | 605,766 | $7,862,844 | $7,802,266 | -$60,578 | -0.77% | |
| Joel Isaacson & Co., Llc | 0.07% | 192,003 | $2,465,324 | $2,472,999 | +$7,675 | +0.31% | |
| Doliver Advisors, Lp | 0.39% | 139,939 | $1,796,817 | $1,802,414 | +$5,597 | +0.31% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 132,086 | $1,695,984 | $1,701,268 | +$5,284 | +0.31% | |
| Crossingbridge Advisors, Llc | 0.23% | 100,000 | $1,284,000 | $1,288,000 | +$4,000 | +0.31% | |
| Morgan Stanley | 0.00% | 79,901 | $1,025,934 | $1,029,125 | +$3,191 | +0.31% | |
| Brown Advisory Inc | 0.00% | 73,524 | $944,048 | $946,989 | +$2,941 | +0.31% | |
| Citadel Advisors Llc | 0.00% | 73,480 | $943,483 | $946,422 | +$2,939 | +0.31% | |
| Parsons Capital Management Inc/Ri | 0.03% | 50,806 | $652,350 | $654,381 | +$2,031 | +0.31% | |
| Goldman Sachs Group Inc | 0.00% | 50,472 | $648,060 | $650,079 | +$2,019 | +0.31% | |
| Wells Fargo & Company/Mn | 0.00% | 47,803 | $613,797 | $615,703 | +$1,906 | +0.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,470 | $570,990 | $572,774 | +$1,784 | +0.31% | |
| Maridea Wealth Management Llc | 0.06% | 42,815 | $549,745 | $551,457 | +$1,712 | +0.31% | |
| Gsa Capital Partners Llp | 0.03% | 36,541 | $469,000 | $470,648 | +$1,648 | +0.35% | |
| Ubs Group Ag | 0.00% | 32,004 | $410,931 | $412,212 | +$1,281 | +0.31% | |
| Millennium Management Llc | 0.00% | 27,356 | $351,251 | $352,345 | +$1,094 | +0.31% | |
| Greenwood Gearhart Llc | 0.02% | 26,300 | $337,692 | $338,744 | +$1,052 | +0.31% | |
| &Partners | 0.00% | 25,500 | $327,420 | $328,440 | +$1,020 | +0.31% | |
| Hyperion Capital Advisors Lp | 0.15% | 25,400 | $326,136 | $327,152 | +$1,016 | +0.31% | |
| Lpl Financial Llc | 0.00% | 23,517 | $301,956 | $302,899 | +$943 | +0.31% | |
| Round Rock Advisors Llc | 0.03% | 20,961 | $269,139 | $269,978 | +$839 | +0.31% | |
| Concurrent Investment Advisors, Llc | 0.00% | 19,530 | $250,765 | $251,546 | +$781 | +0.31% | |
| Blackrock, Inc. | 0.00% | 19,501 | $250,393 | $251,173 | +$780 | +0.31% | |
| Jane Street Group, Llc | 0.00% | 19,145 | $245,822 | $246,588 | +$766 | +0.31% | |
| Stonex Group Inc. | 0.01% | 16,934 | $217,412 | $218,110 | +$698 | +0.32% | |
| Marquette Asset Management, Llc | 0.03% | 15,000 | $192,600 | $193,200 | +$600 | +0.31% | |
| Clear Harbor Asset Management, Llc | 0.01% | 13,000 | $166,920 | $167,440 | +$520 | +0.31% | |
| Cary Street Partners Financial Llc | 0.00% | 12,450 | $159,858 | $160,356 | +$498 | +0.31% | |
| Kingsview Wealth Management, Llc | 0.00% | 12,408 | $159,319 | $159,815 | +$496 | +0.31% | |
| Mtm Investment Management, Llc | 0.05% | 12,139 | $155,869 | $156,350 | +$481 | +0.31% | |
| Newedge Advisors, Llc | 0.00% | 11,436 | $146,838 | $147,296 | +$458 | +0.31% | |
| Ameriprise Financial Inc | 0.00% | 11,347 | $145,693 | $146,149 | +$456 | +0.31% | |
| Roxbury Financial Llc | 0.10% | 10,009 | $128,522 | $128,916 | +$394 | +0.31% | |
| Wilkinson Global Asset Management Llc | 0.01% | 10,000 | $128,400 | $128,800 | +$400 | +0.31% | |
| Us Bancorp \De\ | 0.00% | 9,000 | $115,560 | $115,920 | +$360 | +0.31% | |
| Osaic Holdings, Inc. | 0.00% | 5,545 | $71,202 | $71,420 | +$218 | +0.31% | |
| Hm Payson & Co | 0.00% | 5,000 | $64,200 | $64,400 | +$200 | +0.31% | |
| Spire Wealth Management | 0.00% | 4,537 | $58,255 | $58,437 | +$182 | +0.31% | |
| High Note Wealth, Llc | 0.01% | 3,845 | $49,370 | $49,524 | +$154 | +0.31% | |
| Bnp Paribas Financial Markets | 0.00% | 3,572 | $45,864 | $46,007 | +$143 | +0.31% | |
| Colonial Trust Advisors | 0.00% | 3,500 | $44,940 | $45,080 | +$140 | +0.31% | |
| Jones Financial Companies Lllp | 0.00% | 3,270 | $42,278 | $42,118 | -$160 | -0.38% | |
| Royal Bank Of Canada | 0.00% | 2,390 | $31,000 | $30,783 | -$217 | -0.70% | |
| Barclays Plc | 0.00% | 2,352 | $30,200 | $30,294 | +$94 | +0.31% |
Frequently asked questions about SGU
Who are the largest institutional holders of SGU?
The largest institutional holders of SGU reported in the latest SEC Form 13F filings include Hartree Partners, Lp, Bandera Partners Llc, Summit Trail Advisors, Llc, Lubar & Co., Inc, and Oakcliff Capital Partners. InsiderSet ranks institutional holders by their latest reported SGU position.
What is SGU institutional ownership?
This page tracks SGU positions reported by institutional investment managers through SEC Form 13F. STAR GROUP LP (SGU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGU?
InsiderSet currently tracks 70 institutional managers reporting SGU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGU shareholders.
How much SGU stock do institutions own?
Institutional investment managers disclosed approximately $174.03M in SGU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGU institutional ownership last updated?
The latest SGU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGU position after the reporting date.
Are institutions buying or selling SGU?
Institutional buying and selling can be analyzed by comparing SGU positions across consecutive 13F reporting periods. InsiderSet's SGU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGU ownership changes.
How has SGU institutional ownership changed over time?
InsiderSet tracks SGU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.