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

Institutions by Trading Activity

0Shares Outstanding

1,398,674Shares held by institutions

$17,525,385Value of institutional holdings

31.78%Institutional ownership %

-8.36%Shares Changed QoQ

65No. of institutional investors

Star Group, L.P. (NYSE:SGU) has 67 institutional investors that have filed 13F reports for the period ending December 2025.

They owned 34.8% of outstanding stock in December 2025, up from 32.9% the prior quarter.
Their total shares held in SGU increased 4.7% from the prior quarter, while the number of investors in Star increased 3.08% year over year.
Among the 67 funds, 27 bought more Star shares, 18 sold down, and 22 held their ground.
Altogether, these fund groups held 11.5Mn shares in SGU by December 2025, up by 516.5K shares quarter on quarter, and down 137.53K shares year over year.
Hartree Partners, LP leads ownership in SGU with 3.4Mn shares as of December 31, 2025, equal to 10.28% of outstanding shares.
Leading buyers of Star shares for the quarter ending December 2025 were Lubar & Co., Inc (1.3Mn), Goldman Sachs Group Inc (13.89K), Blackstone Inc. (10.54K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (8.45K), Round Rock Advisors LLC (6.96K).
Top sellers of SGU stock for the quarter ending December 2025 included Jpmorgan Chase & Co (721.64K), Morgan Stanley (34.13K), RENAISSANCE TECHNOLOGIES LLC (28.62K), UBS Group AG (15.35K), Clear Harbor Asset Management, LLC (13.0K).
According to Business Quant data, leading holders of SGU for December 2025 are Hartree Partners, LP (3.4Mn), Bandera Partners LLC (2.75Mn), Lubar & Co., Inc (1.3Mn), Oakcliff Capital Partners, LP (1.1Mn), RENAISSANCE TECHNOLOGIES LLC (899.83K), Jpmorgan Chase & Co (657.96K), Joel Isaacson & Co., LLC (191.94K), Blackstone Inc. (173.63K), DOLIVER ADVISORS, LP (139.94K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (112.54K).

1,398,674 Total Shares Held

Rows:

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	2,874	14.90%	$0.00
Hartree Partners, LP	31 Dec, 2025	0	0.00%	$0.00
Oakcliff Capital Partners, LP	31 Dec, 2025	0	0.00%	$0.00
Barclays Plc	31 Dec, 2025	723	80.78%	$0.00
Bandera Partners LLC	31 Dec, 2025	0	0.00%	$0.00
UBS Group AG	31 Dec, 2025	-15,354	-29.51%	$0.00
Lubar & Co., Inc	31 Dec, 2025	1,295,985	0.00%	$0.00
Hyperion Capital Advisors LP	31 Dec, 2025	-4,000	-13.61%	$0.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	-28,618	-3.08%	$0.00
Round Rock Advisors LLC	31 Dec, 2025	6,961	49.72%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	-721,642	-52.31%	$0.00
Atom Investors LP	31 Dec, 2025	2,110	11.42%	$0.00
Joel Isaacson & Co., LLC	31 Dec, 2025	35	0.02%	$0.00
Walleye Capital LLC	31 Dec, 2025	-723	-4.83%	$0.00
Blackstone Inc.	31 Dec, 2025	10,539	6.46%	$0.00
Kingsview Wealth Management, LLC	31 Dec, 2025	100	0.79%	$0.00
DOLIVER ADVISORS, LP	31 Dec, 2025	0	0.00%	$0.00
MTM Investment Management, LLC	31 Dec, 2025	2	0.02%	$0.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	8,453	8.12%	$0.00
Wilkinson Global Asset Management LLC	31 Dec, 2025	0	0.00%	$0.00

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