STAR GROUP, L.P. - SGU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hartree Partners, LP | History | No change | 3,400,907 | 41,763 | 8.95% | 14.56% | 1 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bandera Partners LLC | History | No change | 2,745,360 | 33,713 | 15.25% | 14.61% | 2 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | New | 2,022,000 | 24,830 | 0.36% | — | 3 | +2,022,000 | New | Q1 2026 | May 12, 2026 |
| Lubar & Co., Inc | History | No change | 1,295,985 | 15,914 | 13.37% | 11.43% | 4 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Oakcliff Capital Partners, LP | History | No change | 1,099,239 | 13,498 | 5.96% | 5.58% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 910,108 | 11,176 | 0.02% | 0.02% | 6 | +10,281 | 1.14% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 659,865 | 8,241 | 0.0% | 0.0% | 7 | +1,909 | 0.29% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 191,968 | 2,357 | 0.08% | 0.08% | 8 | +33 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Blackstone Inc. | History | No change | 173,629 | 2,132 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 139,939 | 1,718 | 0.39% | 0.41% | 10 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 129,080 | 1,585 | 0.0% | 0.0% | 11 | +16,544 | 14.7% | Q1 2026 | May 14, 2026 |
| Crossingbridge Advisors, LLC | History | New | 109,777 | 1,348 | 0.24% | — | 12 | +109,777 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 93,730 | 1,151 | 0.0% | — | 13 | +93,730 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 80,053 | 983 | 0.0% | 0.0% | 14 | -2,506 | -3.04% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 73,877 | 907 | 0.0% | 0.0% | 15 | -126 | -0.17% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 52,806 | 648 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 47,128 | 578 | 0.0% | 0.0% | 17 | +5,000 | 11.87% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 43,941 | 539 | 0.0% | 0.0% | 18 | +9,928 | 29.19% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 42,855 | 526 | 0.0% | — | 19 | +42,855 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 37,181 | 456 | 0.0% | 0.0% | 20 | +5,290 | 16.59% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 36,536 | 449 | 0.03% | 0.04% | 21 | -997 | -2.66% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 35,854 | 440 | 0.0% | 0.0% | 22 | -817 | -2.23% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 28,815 | 353 | 0.0% | 0.0% | 23 | +16,781 | 139.45% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 28,451 | 349 | 0.0% | 0.0% | 24 | +11,282 | 65.71% | Q1 2026 | May 06, 2026 |
| &PARTNERS | History | No change | 25,500 | 313 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hyperion Capital Advisors LP | History | No change | 25,400 | 311 | 0.15% | 0.15% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Added to | 23,368 | 286 | 0.02% | 0.02% | 27 | +2,782 | 13.51% | Q1 2026 | May 15, 2026 |
| AlphaCentric Advisors LLC | History | New | 21,239 | 260 | 0.26% | — | 28 | +21,239 | New | Q1 2026 | May 07, 2026 |
| Round Rock Advisors LLC | History | No change | 20,961 | 257 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | New | 20,500 | 251 | 0.01% | — | 30 | +20,500 | New | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Reduced | 15,000 | 184 | 0.01% | 0.01% | 31 | -1 | -0.01% | Q1 2026 | May 14, 2026 |
| Marquette Asset Management, LLC | History | No change | 15,000 | 184 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 13,000 | 159 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,808 | 157 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 12,697 | 155 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,450 | 152 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | Added to | 12,135 | 149 | 0.05% | 0.05% | 37 | +2 | 0.02% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 11,347 | 139 | 0.0% | 0.0% | 38 | -5 | -0.04% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 10,624 | 129 | 0.0% | 0.0% | 39 | -10,154 | -48.87% | Q1 2026 | May 13, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 10,000 | 122 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Roxbury Financial LLC | History | Added to | 9,910 | 121 | 0.11% | 0.1% | 41 | +46 | 0.47% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | No change | 9,000 | 110 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 7,627 | 93 | 0.0% | 0.0% | 43 | -2,765 | -26.61% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,532 | 67 | 0.0% | 0.0% | 44 | +195 | 3.65% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 5,000 | 61 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,492 | 55 | 0.0% | 0.0% | 46 | +1,845 | 69.7% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | No change | 4,537 | 55 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Reduced | 3,900 | 47 | 0.0% | 0.0% | 49 | -18,268 | -82.41% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 3,845 | 47 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 3,500 | 42 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,239 | 40 | 0.0% | 0.0% | 51 | +100 | 3.19% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 2,352 | 28 | 0.0% | 0.0% | 52 | +734 | 45.36% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 2,186 | 26 | 0.0% | 0.0% | 53 | +82 | 3.9% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,164 | 26 | 0.0% | 0.0% | 54 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 2,182 | 26 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,639 | 20 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,400 | 17 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | New | 1,226 | 15 | 0.0% | — | 58 | +1,226 | New | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,154 | 14 | 0.0% | — | 59 | +1,154 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,100 | 13 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 1,000 | 12 | 0.0% | 0.0% | 62 | -38 | -3.66% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 600 | 7 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 357 | 4 | 0.0% | 0.0% | 64 | -43 | -10.75% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 205 | 2 | 0.0% | 0.0% | 65 | -223 | -52.1% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 130 | 1 | 0.0% | — | 69 | +130 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 89 | 1 | 0.0% | — | 68 | +41 | 85.42% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 100 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -14,426 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,241 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,774 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q1 2026 | May 11, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -165 | -100.0% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |