Star Group, L.P. (SGU) Institutional Ownership

Institutions by Trading Activity

33,084,000Shares Outstanding

11,550,662Shares held by institutions

$150,736,139Value of institutional holdings

34.91%Institutional ownership %

5.18%Shares Changed QoQ

67No. of institutional investors

Star Group, L.P. (NYSE:SGU) has 67 institutional investors with active 13F positions as of December 2025.

These investors held 34.8% of outstanding shares in December 2025, up from 32.9% in September 2025.
They increased total shares held in SGU by 4.7% quarter over quarter, and investors in Star increased 3.08% from a year ago.
Among the 67 funds, 27 bought more Star shares, 18 sold down, and 22 held their ground.
Institutional investors collectively held 11.5Mn shares in Star as of December 2025, up by 516.5K shares quarter on quarter, and down 137.53K shares year over year.
Lubar & Co., Inc leads ownership in SGU with 1.3Mn shares as of December 31, 2025, equal to 3.92% of outstanding shares.
The biggest buyers of Star for the quarter ending December 2025 included Roxbury Financial LLC (46), Joel Isaacson & Co., LLC (33).
According to Business Quant data, leading holders of SGU for December 2025 are Lubar & Co., Inc (1.3Mn), Joel Isaacson & Co., LLC (191.97K), DOLIVER ADVISORS, LP (139.94K), PARSONS CAPITAL MANAGEMENT INC/RI (52.81K), Marquette Asset Management, LLC (15.0K), Roxbury Financial LLC (9.91K), HM PAYSON & CO (5.0K), Spire Wealth Management (4.54K), Farther Finance Advisors, LLC (1.1K).

11,550,662 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Hartree Partners, LP	31 Dec, 2025	3,400,907	0	0.00%	$40,266,739.00
Bandera Partners LLC	31 Dec, 2025	2,745,360	0	0.00%	$32,505,062.00
Lubar & Co., Inc	31 Dec, 2025	1,295,985	1,295,985	0.00%	$15,344,462.00
Oakcliff Capital Partners, LP	31 Dec, 2025	1,099,239	0	0.00%	$13,014,990.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	899,827	-28,618	-3.08%	$10,653,952.00
Jpmorgan Chase & Co	31 Dec, 2025	657,956	-721,642	-52.31%	$7,790,200.00
Joel Isaacson & Co., LLC	31 Dec, 2025	191,935	35	0.02%	$2,272,513.00
Blackstone Inc.	31 Dec, 2025	173,629	10,539	6.46%	$2,055,767.00
DOLIVER ADVISORS, LP	31 Dec, 2025	139,939	0	0.00%	$1,656,878.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	112,536	8,453	8.12%	$1,332,426.00
Morgan Stanley	31 Dec, 2025	82,559	-34,128	-29.25%	$977,501.00
BROWN ADVISORY INC	31 Dec, 2025	74,003	-2,479	-3.24%	$876,196.00
Goldman Sachs Group Inc	31 Dec, 2025	63,782	45,778	254.27%	$755,178.00
PARSONS CAPITAL MANAGEMENT INC/RI	31 Dec, 2025	52,806	-700	-1.31%	$625,224.00
Wells Fargo & Company/Mn	31 Dec, 2025	42,128	-1	0.00%	$498,795.00
Round Rock Advisors LLC	31 Dec, 2025	41,922	27,922	199.44%	$496,356.00
GSA CAPITAL PARTNERS LLP	31 Dec, 2025	37,533	1,999	5.63%	$444.00
UBS Group AG	31 Dec, 2025	36,671	-15,354	-29.51%	$434,185.00
COMMONWEALTH EQUITY SERVICES, LLC	31 Dec, 2025	34,013	-32	-0.09%	$402,710.00
&PARTNERS	31 Dec, 2025	25,500	0	0.00%	$301,920.00

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