STAR GROUP, L.P. - SGU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 40,266 | 14.56% | 13.83% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bandera Partners LLC | History | No change | 2,745,360 | 32,505 | 14.61% | 14.24% | 2 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lubar & Co., Inc | History | New | 1,295,985 | 15,344 | 11.43% | — | 3 | +1,295,985 | New | Q4 2025 | Feb 03, 2026 |
| Oakcliff Capital Partners, LP | History | No change | 1,099,239 | 13,014 | 5.58% | 5.61% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 899,827 | 10,653 | 0.02% | 0.01% | 5 | -28,618 | -3.08% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 657,956 | 7,790 | 0.0% | 0.0% | 6 | -31,843 | -4.62% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 191,935 | 2,272 | 0.08% | 0.08% | 7 | +35 | 0.02% | Q4 2025 | Jan 30, 2026 |
| Blackstone Inc. | History | Added to | 173,629 | 2,055 | 0.01% | 0.01% | 8 | +10,539 | 6.46% | Q4 2025 | Feb 17, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 139,939 | 1,656 | 0.41% | 0.43% | 9 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 112,536 | 1,332 | 0.0% | 0.0% | 10 | +8,453 | 8.12% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 82,559 | 977 | 0.0% | 0.0% | 11 | -34,128 | -29.25% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 74,003 | 876 | 0.0% | 0.0% | 12 | -2,479 | -3.24% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 52,806 | 625 | 0.03% | 0.04% | 13 | -700 | -1.31% | Q4 2025 | Jan 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 42,128 | 498 | 0.0% | 0.0% | 14 | -1 | -0.0% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 37,533 | 444 | 0.04% | 0.04% | 15 | +1,999 | 5.63% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 36,671 | 434 | 0.0% | 0.0% | 16 | -15,354 | -29.51% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,013 | 402 | 0.0% | 0.0% | 17 | -32 | -0.09% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 31,891 | 377 | 0.0% | 0.0% | 18 | +13,887 | 77.13% | Q4 2025 | Mar 25, 2026 |
| &PARTNERS | History | No change | 25,500 | 301 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hyperion Capital Advisors LP | History | Reduced | 25,400 | 300 | 0.15% | 0.19% | 20 | -4,000 | -13.61% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 22,168 | 262 | 0.0% | 0.0% | 21 | +2,874 | 14.9% | Q4 2025 | Feb 12, 2026 |
| Round Rock Advisors LLC | History | Added to | 20,961 | 248 | 0.04% | 0.03% | 22 | +6,961 | 49.72% | Q4 2025 | Apr 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 20,778 | 244 | 0.0% | 0.0% | 23 | -2,254 | -9.79% | Q4 2025 | Feb 10, 2026 |
| Atom Investors LP | History | Added to | 20,586 | 243 | 0.02% | 0.02% | 24 | +2,110 | 11.42% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 17,169 | 203 | 0.0% | 0.0% | 25 | +2,188 | 14.61% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Added to | 15,001 | 177 | 0.01% | 0.01% | 26 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Marquette Asset Management, LLC | History | No change | 15,000 | 177 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,426 | 170 | 0.0% | 0.0% | 28 | +2,582 | 21.8% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Reduced | 14,241 | 168 | 0.0% | 0.0% | 29 | -723 | -4.83% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 13,000 | 153 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,808 | 151 | 0.0% | 0.0% | 31 | +100 | 0.79% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 12,697 | 150 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,450 | 147 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MTM Investment Management, LLC | History | Added to | 12,133 | 143 | 0.05% | 0.05% | 34 | +2 | 0.02% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,034 | 142 | 0.0% | 0.0% | 35 | -11,002 | -47.76% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,800 | 139 | 0.0% | 0.0% | 36 | -23,245 | -66.33% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 11,352 | 134 | 0.0% | 0.0% | 37 | -24 | -0.21% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 10,392 | 123 | 0.0% | 0.0% | 38 | -2,500 | -19.39% | Q4 2025 | Feb 02, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 10,000 | 118 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Roxbury Financial LLC | History | Added to | 9,864 | 116 | 0.1% | 0.11% | 40 | +69 | 0.7% | Q4 2025 | Jan 05, 2026 |
| US BANCORP \DE\ | History | No change | 9,000 | 106 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,774 | 80 | 0.0% | — | 42 | +6,774 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,337 | 63 | 0.0% | 0.0% | 43 | +150 | 2.89% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 5,000 | 59 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | No change | 4,537 | 53 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| High Note Wealth, LLC | History | No change | 3,845 | 45 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Colonial Trust Advisors | History | No change | 3,500 | 41 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,139 | 37 | 0.0% | 0.0% | 48 | +800 | 34.2% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 2,647 | 31 | 0.0% | — | 49 | +2,647 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,163 | 25 | 0.0% | — | 50 | +2,163 | New | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | No change | 2,182 | 25 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Added to | 2,104 | 24 | 0.0% | 0.0% | 52 | +220 | 11.68% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | New | 1,618 | 19 | 0.0% | — | 53 | +1,618 | New | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,639 | 19 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,400 | 16 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,100 | 13 | 0.0% | 0.0% | 56 | +800 | 266.67% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | New | 1,038 | 12 | 0.0% | — | 57 | +1,038 | New | Q4 2025 | Jan 26, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,000 | 11 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 638 | 7 | 0.0% | — | 60 | +638 | New | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | No change | 600 | 7 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 428 | 5 | 0.0% | 0.0% | 61 | -397 | -48.12% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | New | 395 | 4 | 0.0% | — | 63 | +395 | New | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 400 | 4 | 0.0% | 0.0% | 62 | -4 | -0.99% | Q4 2025 | Feb 03, 2026 |
| BARRETT & COMPANY, INC. | History | New | 165 | 1 | 0.0% | — | 65 | +165 | New | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 100 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOCUST WOOD CAPITAL ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -138,600 | -100.0% | Q3 2025 | Oct 30, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,331 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,860 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JB CAPITAL PARTNERS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,005 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Bare Financial Services, Inc | History | New | 48 | 0 | — | — | — | +48 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |