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

Institutions by Trading Activity

33,084,000Shares Outstanding

11,529,701Shares held by institutions

$145,389,530Value of institutional holdings

34.85%Institutional ownership %

4.99%Shares Changed QoQ

67No. of institutional investors

Star Group, L.P. (NYSE:SGU) showed up in the 13F filings of 67 institutional investors 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.
Of these 67 funds, 27 grew their exposure to Star, 18 cut back, and 22 maintained positions.
Combined, these investors held 11.5Mn shares in SGU for 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 (45.78K), Blackstone Inc. (10.54K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (8.45K), Round Rock Advisors LLC (6.96K).
The largest sales of SGU for the quarter ending December 2025 came from 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).
Per Business Quant, the top 10 investors in SGU for the quarter ending December 2025 include 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).

11,529,701 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
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
Hyperion Capital Advisors LP	31 Dec, 2025	25,400	-4,000	-13.61%	$300,736.00

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