STAR GROUP L P (SGU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
73
Reporting holders
$178.0M
Reported value
41.8%
Of shares outstanding
1.1%
Held as options
+5
Holder change
Institutions report 13,704,383 shares against 32,811,216 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hartree Partners, LP | $43.7M | 3,400,907 | 9.31% | 15q | HELD |
| Bandera Partners LLC | $35.3M | 2,745,360 | 12.42% | 31q | HELD |
| Summit Trail Advisors, LLC | $26.1M | 2,030,000 | 0.33% | 2q | HELD |
| Lubar & Co., Inc | $16.6M | 1,295,985 | 13.16% | 13q | HELD |
| Oakcliff Capital Partners, LP | $14.1M | 1,099,239 | 5.26% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $11.3M | 881,007 | 0.02% | 31q | -3.2%-$373.7K |
| JPMORGAN CHASE & CO | $7.9M | 605,766 | 0.00% | 30q | -8.2%-$702.2K |
| Joel Isaacson & Co., LLC | $2.5M | 192,003 | 0.07% | 6q | HELD |
| Blackstone Inc. | $2.1M | 165,910 | 0.01% | 14q | -4.4%-$99.1K |
| CITADEL ADVISORS LLC | $1.9M | 73,480 | 0.00% | 2q | +42.0%+$548.7K |
| DOLIVER ADVISORS, LP | $1.8M | 139,939 | 0.41% | 31q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.7M | 132,086 | 0.00% | 31q | +2.3%+$38.6K |
| Crossingbridge Advisors, LLC | $1.3M | 100,000 | 0.23% | 2q | -8.9%-$125.5K |
| JANE STREET GROUP, LLC | $1.3M | 19,145 | 0.00% | 2q | +50.1%+$422.8K |
| MORGAN STANLEY | $1.0M | 79,901 | 0.00% | 35q | HELD |
| BROWN ADVISORY INC | $944.0K | 73,524 | 0.00% | 31q | HELD |
| PARSONS CAPITAL MANAGEMENT INC/RI | $667.8K | 52,006 | 0.03% | 25q | -1.5%-$10.3K |
| GOLDMAN SACHS GROUP INC | $648.1K | 50,472 | 0.00% | 6q | +35.7%+$170.7K |
| WELLS FARGO & COMPANY/MN | $613.8K | 47,803 | 0.00% | 31q | -49.3%-$596.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $567.6K | 44,202 | 0.00% | 31q | +0.6%+$3.4K |
| Maridea Wealth Management LLC | $549.7K | 42,815 | 0.06% | new | NEW |
| UBS Group AG | $410.9K | 32,004 | 0.00% | 31q | -10.7%-$49.4K |
| MILLENNIUM MANAGEMENT LLC | $351.3K | 27,356 | 0.00% | 13q | -5.1%-$18.7K |
| GREENWOOD GEARHART LLC | $337.7K | 26,300 | 0.02% | 2q | +28.3%+$74.5K |
| &PARTNERS | $327.4K | 25,500 | 0.00% | 8q | HELD |
| Hyperion Capital Advisors LP | $326.1K | 25,400 | 0.15% | 5q | HELD |
| LPL Financial LLC | $302.0K | 23,517 | 0.00% | 13q | -17.3%-$63.4K |
| Round Rock Advisors LLC | $269.1K | 20,961 | 0.03% | 4q | HELD |
| MGO ONE SEVEN LLC | $257.6K | 20,063 | 0.00% | new | NEW |
| BlackRock, Inc. | $250.4K | 19,501 | 0.00% | 8q | +400.0%+$200.3K |
| StoneX Group Inc. | $193.9K | 15,100 | 0.01% | 19q | +0.7%+$1.3K |
| Marquette Asset Management, LLC | $192.6K | 15,000 | 0.02% | 30q | HELD |
| WASHINGTON TRUST Co | $166.9K | 13,000 | 0.01% | new | NEW |
| Clear Harbor Asset Management, LLC | $166.9K | 13,000 | 0.01% | 20q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $159.9K | 12,450 | 0.00% | 7q | HELD |
| Kingsview Wealth Management, LLC | $159.3K | 12,408 | 0.00% | 4q | -3.1%-$5.1K |
| MTM Investment Management, LLC | $155.8K | 12,137 | 0.04% | 23q | HELD |
| AlphaCentric Advisors LLC | $147.2K | 11,462 | 0.12% | 2q | -46.0%-$125.5K |
| NewEdge Advisors, LLC | $146.8K | 11,436 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $145.7K | 11,347 | 0.00% | 6q | -50.0%-$145.7K |
| Wilkinson Global Asset Management LLC | $128.4K | 10,000 | 0.01% | 5q | HELD |
| Roxbury Financial LLC | $128.1K | 9,980 | 0.10% | 7q | +0.7% |
| US BANCORP \DE\ | $115.6K | 9,000 | 0.00% | 23q | HELD |
| OSAIC HOLDINGS, INC. | $71.2K | 5,545 | 0.00% | 26q | HELD |
| HM PAYSON & CO | $64.2K | 5,000 | 0.00% | 16q | HELD |
| Spire Wealth Management | $58.3K | 4,537 | 0.00% | 22q | HELD |
| SIMPLEX TRADING, LLC | $52.8K | 1,211 | 0.00% | 2q | +4.9%+$2.5K |
| High Note Wealth, LLC | $49.4K | 3,845 | 0.01% | 7q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $45.9K | 3,572 | 0.00% | 3q | -20.5%-$11.8K |
| Colonial Trust Advisors | $44.9K | 3,500 | 0.00% | 15q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $42.3K | 3,270 | 0.00% | 7q | +1.0% |
| Integrated Wealth Concepts LLC | $39.8K | 3,100 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $31.0K | 2,390 | 0.00% | 3q | +12.5%+$3.4K |
| BARCLAYS PLC | $30.2K | 2,352 | 0.00% | 3q | HELD |
| UMB Bank, n.a. | $29.5K | 2,300 | 0.00% | new | NEW |
| Crews Bank & Trust | $28.0K | 2,182 | 0.00% | 7q | HELD |
| CITIGROUP INC | $25.9K | 2,020 | 0.00% | 4q | -7.6%-$2.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $25.7K | 2,000 | 0.00% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $21.0K | 1,639 | 0.00% | 15q | HELD |
| TD Waterhouse Canada Inc. | $18.0K | 1,400 | 0.00% | 19q | HELD |
| Napier Financial, LLC | $16.0K | 1,245 | 0.00% | 2q | +1.5% |
| Farther Finance Advisors, LLC | $14.1K | 1,100 | 0.00% | 15q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $12.8K | 1,000 | 0.00% | 7q | HELD |
| Catherine Avery Investment Management LLC | $10.4K | 808 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $7.6K | 595 | 0.00% | 5q | -92.2%-$90.3K |
| Silver Grove Financial Group, Inc. | $6.3K | 490 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $4.6K | 355 | 0.00% | 7q | -0.6% |
| GROUP ONE TRADING LLC | $3.9K | options only | 0.00% | 2q | OPTIONS |
| FMR LLC | $1.7K | 135 | 0.00% | 31q | HELD |
| Russell Investments Group, Ltd. | $1.7K | 130 | 0.00% | 2q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.3K | 100 | 0.00% | 9q | HELD |
| Bare Financial Services, Inc | $1.1K | 89 | 0.00% | 3q | HELD |
| GSA CAPITAL PARTNERS LLP | $469 | 36,541 | 0.03% | 10q | HELD |
| HUNTINGTON NATIONAL BANK | $13 | 1 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 73 | $178.0M | 13,704,383 | 9 | 13 | 16 | 1.1% |
| Q1 2026 | 68 | $170.0M | 13,759,291 | 11 | 15 | 7 | 0.5% |
| Q4 2025 | 67 | $135.7M | 11,438,423 | 7 | 15 | 13 | 0.2% |
| Q3 2025 | 63 | $132.0M | 11,147,757 | 5 | 9 | 9 | 0.1% |
| Q2 2025 | 65 | $128.6M | 10,969,426 | 5 | 15 | 18 | 0.2% |
| Q1 2025 | 63 | $157.1M | 11,891,107 | 5 | 14 | 9 | 0.3% |
| Q4 2024 | 62 | $131.8M | 11,409,469 | 7 | 7 | 18 | 0.1% |
| Q3 2024 | 61 | $143.6M | 12,216,983 | 7 | 14 | 12 | 0.2% |
| Q2 2024 | 57 | $129.1M | 12,114,695 | 8 | 8 | 14 | 0.2% |
| Q1 2024 | 62 | $119.8M | 11,936,788 | 5 | 12 | 14 | 0.1% |
| Q4 2023 | 61 | $138.8M | 12,032,136 | 5 | 13 | 11 | 0.1% |
| Q3 2023 | 60 | $130.1M | 10,816,134 | 3 | 16 | 9 | 0.0% |
| Q2 2023 | 62 | $146.7M | 10,740,260 | 5 | 10 | 18 | 0.0% |
| Q1 2023 | 61 | $136.3M | 10,498,496 | 3 | 12 | 19 | 0.1% |
| Q4 2022 | 64 | $111.6M | 9,213,934 | 17 | 13 | 10 | 0.5% |
| Q3 2022 | 69 | $84.7M | 10,419,857 | 4 | 9 | 22 | 0.0% |
| Q2 2022 | 69 | $103.2M | 11,196,465 | 8 | 14 | 22 | 0.5% |
| Q1 2022 | 70 | $129.7M | 11,655,745 | 14 | 20 | 17 | 0.2% |
| Q4 2021 | 66 | $134.5M | 12,497,325 | 7 | 11 | 19 | 0.0% |
| Q3 2021 | 62 | $135.9M | 13,319,139 | 5 | 8 | 21 | 0.1% |
| Q2 2021 | 67 | $159.1M | 14,213,882 | 7 | 23 | 20 | 0.0% |
| Q1 2021 | 66 | $154.8M | 14,614,486 | 4 | 18 | 19 | 0.1% |
| Q4 2020 | 71 | $152.0M | 16,109,502 | 3 | 15 | 25 | 0.0% |
| Q3 2020 | 71 | $180.5M | 18,491,598 | 10 | 18 | 23 | 0.2% |
| Q2 2020 | 73 | $169.1M | 19,287,870 | 18 | 19 | 20 | 0.1% |
| Q1 2020 | 64 | $153.1M | 19,869,240 | 4 | 22 | 19 | 0.0% |
| Q4 2019 | 70 | $168.0M | 17,777,586 | 5 | 19 | 20 | 0.0% |
| Q3 2019 | 68 | $194.1M | 20,508,334 | 4 | 19 | 23 | 0.0% |
| Q2 2019 | 73 | $215.9M | 21,608,888 | 24 | 13 | 14 | 0.2% |
| Q1 2019 | 55 | $201.7M | 21,011,772 | 8 | 14 | 17 | 0.0% |
| Q4 2018 | 58 | $211.8M | 22,670,914 | 0 | 2 | 2 | 0.0% |