STAR GROUP LP (SGU) Institutional Shareholders

STAR GROUP LP (SGU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $176.47M in SGU holdings during the latest filing period.

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 $43.33M, representing an estimated loss of -0.78% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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

72

Total Reported Value

$176.47M

Largest Holder

Hartree Partners, Lp

Largest Position

$43.67M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

82

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Hartree Partners, Lp9.39%3,400,907$43,667,646$43,327,555-$340,091-0.78%
Bandera Partners Llc12.42%2,745,360$35,250,422$34,975,886-$274,536-0.78%
Summit Trail Advisors, Llc0.33%2,030,000$26,065,200$25,862,200-$203,000-0.78%
Lubar & Co., Inc13.16%1,295,985$16,640,447$16,510,849-$129,598-0.78%
Oakcliff Capital PartnersBryan R. Lawrence5.26%1,099,239$14,114,229$14,004,305-$109,924-0.78%
Renaissance Technologies LLCJim Simons0.02%881,007$11,312,130$11,224,029-$88,101-0.78%
Jpmorgan Chase & Co0.00%605,766$7,862,844$7,717,459-$145,385-1.85%
Joel Isaacson & Co., Llc0.07%192,003$2,465,324$2,446,118-$19,206-0.78%
Blackstone Inc.0.01%165,910$2,130,284$2,113,693-$16,591-0.78%
Doliver Advisors, Lp0.41%139,939$1,796,817$1,782,823-$13,994-0.78%
Arrowstreet Capital, Limited Partnership0.00%132,086$1,695,984$1,682,776-$13,208-0.78%
Crossingbridge Advisors, Llc0.23%100,000$1,284,000$1,274,000-$10,000-0.78%
Morgan Stanley0.00%79,901$1,025,934$1,017,939-$7,995-0.78%
Brown Advisory Inc0.00%73,524$944,048$936,696-$7,352-0.78%
Citadel Advisors Llc0.00%73,480$943,483$936,135-$7,348-0.78%
Parsons Capital Management Inc/Ri0.03%52,006$667,758$662,556-$5,202-0.78%
Goldman Sachs Group Inc0.00%50,472$648,060$643,013-$5,047-0.78%
Wells Fargo & Company/Mn0.00%47,803$613,797$609,010-$4,787-0.78%
Commonwealth Equity Services, Llc0.00%44,202$567,560$563,133-$4,427-0.78%
Maridea Wealth Management Llc0.06%42,815$549,745$545,463-$4,282-0.78%
Gsa Capital Partners Llp0.03%36,541$469,000$465,532-$3,468-0.74%
Ubs Group Ag0.00%32,004$410,931$407,731-$3,200-0.78%
Millennium Management Llc0.00%27,356$351,251$348,515-$2,736-0.78%
Greenwood Gearhart Llc0.02%26,300$337,692$335,062-$2,630-0.78%
&Partners0.00%25,500$327,420$324,870-$2,550-0.78%
Hyperion Capital Advisors Lp0.15%25,400$326,136$323,596-$2,540-0.78%
Lpl Financial Llc0.00%23,517$301,956$299,607-$2,349-0.78%
Round Rock Advisors Llc0.03%20,961$269,139$267,043-$2,096-0.78%
Mgo One Seven Llc0.00%20,063$257,609$255,603-$2,006-0.78%
Blackrock, Inc.0.00%19,501$250,393$248,443-$1,950-0.78%
Jane Street Group, Llc0.00%19,145$245,822$243,907-$1,915-0.78%
Stonex Group Inc.0.01%15,100$193,857$192,374-$1,483-0.76%
Marquette Asset Management, Llc0.02%15,000$192,600$191,100-$1,500-0.78%
Clear Harbor Asset Management, Llc0.01%13,000$166,920$165,620-$1,300-0.78%
Washington Trust Co0.01%13,000$166,920$165,620-$1,300-0.78%
Cary Street Partners Financial Llc0.00%12,450$159,858$158,613-$1,245-0.78%
Kingsview Wealth Management, Llc0.00%12,408$159,319$158,078-$1,241-0.78%
Mtm Investment Management, Llc0.04%12,137$155,842$154,625-$1,217-0.78%
Alphacentric Advisors Llc0.12%11,462$147,172$146,026-$1,146-0.78%
Newedge Advisors, Llc0.00%11,436$146,838$145,695-$1,143-0.78%
Ameriprise Financial Inc0.00%11,347$145,693$144,561-$1,132-0.78%
Wilkinson Global Asset Management Llc0.01%10,000$128,400$127,400-$1,000-0.78%
Roxbury Financial Llc0.10%9,980$128,148$127,145-$1,003-0.78%
Us Bancorp \De\0.00%9,000$115,560$114,660-$900-0.78%
Osaic Holdings, Inc.0.00%5,545$71,202$70,643-$559-0.78%
Hm Payson & Co0.00%5,000$64,200$63,700-$500-0.78%
Spire Wealth Management0.00%4,537$58,255$57,801-$454-0.78%
High Note Wealth, Llc0.01%3,845$49,370$48,985-$385-0.78%
Bnp Paribas Financial Markets0.00%3,572$45,864$45,507-$357-0.78%
Colonial Trust Advisors0.00%3,500$44,940$44,590-$350-0.78%
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Frequently asked questions about SGU

  • Who owns the most SGU stock?

    The largest holders of SGU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for STAR GROUP LP (SGU).

  • Is SGU widely held by superinvestors?

    Many widely followed stocks like SGU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SGU is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.