STAR GROUP LP (SGU) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $160.14M 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 $41.76M in its March 31, 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 $42.00M, representing an estimated gain of +0.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% 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
68
Total Reported Value
$160.14M
Largest Holder
Hartree Partners, Lp
Largest Position
$41.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hartree Partners, Lp | 9.07% | 3,400,907 | $41,763,138 | $42,001,201 | +$238,063 | +0.57% | |
| Bandera Partners Llc | 15.25% | 2,745,360 | $33,713,021 | $33,905,196 | +$192,175 | +0.57% | |
| Summit Trail Advisors, Llc | 0.36% | 2,022,000 | $24,830,160 | $24,971,700 | +$141,540 | +0.57% | |
| Lubar & Co., Inc | 13.37% | 1,295,985 | $15,914,696 | $16,005,415 | +$90,719 | +0.57% | |
| Oakcliff Capital Partners | Bryan R. Lawrence | 5.96% | 1,099,239 | $13,498,655 | $13,575,602 | +$76,947 | +0.57% |
| Renaissance Technologies LLC | Jim Simons | 0.02% | 910,108 | $11,176,126 | $11,239,834 | +$63,708 | +0.57% |
| Joel Isaacson & Co., Llc | 0.08% | 191,968 | $2,357,367 | $2,370,805 | +$13,438 | +0.57% | |
| Blackstone Inc. | 0.01% | 173,629 | $2,132,164 | $2,144,318 | +$12,154 | +0.57% | |
| Doliver Advisors, Lp | 0.39% | 139,939 | $1,718,451 | $1,728,247 | +$9,796 | +0.57% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 129,080 | $1,585,102 | $1,594,138 | +$9,036 | +0.57% | |
| Crossingbridge Advisors, Llc | 0.24% | 109,777 | $1,348,062 | $1,355,746 | +$7,684 | +0.57% | |
| Morgan Stanley | 0.00% | 80,053 | $983,061 | $988,655 | +$5,594 | +0.57% | |
| Brown Advisory Inc | 0.00% | 73,877 | $907,210 | $912,381 | +$5,171 | +0.57% | |
| Parsons Capital Management Inc/Ri | 0.03% | 52,806 | $648,458 | $652,154 | +$3,696 | +0.57% | |
| Citadel Advisors Llc | 0.00% | 51,730 | $635,244 | $638,866 | +$3,622 | +0.57% | |
| Wells Fargo & Company/Mn | 0.00% | 47,128 | $578,733 | $582,031 | +$3,298 | +0.57% | |
| Commonwealth Equity Services, Llc | 0.00% | 43,941 | $539,590 | $542,671 | +$3,081 | +0.57% | |
| Goldman Sachs Group Inc | 0.00% | 37,181 | $456,583 | $459,185 | +$2,602 | +0.57% | |
| Ubs Group Ag | 0.00% | 35,854 | $440,287 | $442,797 | +$2,510 | +0.57% | |
| Millennium Management Llc | 0.00% | 28,815 | $353,848 | $355,865 | +$2,017 | +0.57% | |
| Lpl Financial Llc | 0.00% | 28,451 | $349,379 | $351,370 | +$1,991 | +0.57% | |
| &Partners | 0.00% | 25,500 | $313,140 | $314,925 | +$1,785 | +0.57% | |
| Hyperion Capital Advisors Lp | 0.15% | 25,400 | $311,912 | $313,690 | +$1,778 | +0.57% | |
| Atom Investors Lp | 0.02% | 23,368 | $286,959 | $288,595 | +$1,636 | +0.57% | |
| Alphacentric Advisors Llc | 0.26% | 21,239 | $260,815 | $262,302 | +$1,487 | +0.57% | |
| Round Rock Advisors Llc | 0.04% | 20,961 | $257,401 | $258,868 | +$1,467 | +0.57% | |
| Greenwood Gearhart Llc | 0.01% | 20,500 | $251,740 | $253,175 | +$1,435 | +0.57% | |
| Marquette Asset Management, Llc | 0.03% | 15,000 | $184,200 | $185,250 | +$1,050 | +0.57% | |
| Stonex Group Inc. | 0.01% | 15,000 | $184,200 | $185,250 | +$1,050 | +0.57% | |
| Clear Harbor Asset Management, Llc | 0.01% | 13,000 | $159,640 | $160,550 | +$910 | +0.57% | |
| Kingsview Wealth Management, Llc | 0.00% | 12,808 | $157,282 | $158,179 | +$897 | +0.57% | |
| Jane Street Group, Llc | 0.00% | 12,755 | $156,632 | $157,524 | +$892 | +0.57% | |
| American Century Companies Inc | 0.00% | 12,697 | $155,919 | $156,808 | +$889 | +0.57% | |
| Cary Street Partners Financial Llc | 0.00% | 12,450 | $152,886 | $153,758 | +$872 | +0.57% | |
| Mtm Investment Management, Llc | 0.05% | 12,135 | $149,019 | $149,867 | +$848 | +0.57% | |
| Ameriprise Financial Inc | 0.00% | 11,347 | $139,339 | $140,135 | +$796 | +0.57% | |
| Wilkinson Global Asset Management Llc | 0.01% | 10,000 | $122,800 | $123,500 | +$700 | +0.57% | |
| Roxbury Financial Llc | 0.11% | 9,910 | $121,689 | $122,389 | +$700 | +0.57% | |
| Us Bancorp \De\ | 0.00% | 9,000 | $110,520 | $111,150 | +$630 | +0.57% | |
| Fifth Third Bancorp | 0.00% | 7,627 | $93,660 | $94,193 | +$533 | +0.57% | |
| Osaic Holdings, Inc. | 0.00% | 5,532 | $67,951 | $68,320 | +$369 | +0.54% | |
| Hm Payson & Co | 0.00% | 5,000 | $61,400 | $61,750 | +$350 | +0.57% | |
| Spire Wealth Management | 0.00% | 4,537 | $55,714 | $56,032 | +$318 | +0.57% | |
| Bnp Paribas Financial Markets | 0.00% | 4,492 | $55,162 | $55,476 | +$314 | +0.57% | |
| Blackrock, Inc. | 0.00% | 3,900 | $47,892 | $48,165 | +$273 | +0.57% | |
| High Note Wealth, Llc | 0.01% | 3,845 | $47,217 | $47,486 | +$269 | +0.57% | |
| Colonial Trust Advisors | 0.00% | 3,500 | $42,980 | $43,225 | +$245 | +0.57% | |
| Jones Financial Companies Lllp | 0.00% | 3,239 | $40,064 | $40,002 | -$62 | -0.16% | |
| Barclays Plc | 0.00% | 2,352 | $28,883 | $29,047 | +$164 | +0.57% | |
| Citigroup Inc | 0.00% | 2,186 | $26,844 | $26,997 | +$153 | +0.57% |
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.