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

Ownership Summary

Star Group, L.P. (NYSE:SGU) is held by 67 institutional investors per 13F filings through December 2025.

• Collectively, these holders controlled 34.8% of Star's outstanding shares in December 2025, up from 32.9% in September 2025.
• They increased total shares held in Star by 4.7% from last quarter, and the number of investors in SGU increased 3.08% annually.
• Of these 67 holders, 27 added to their stakes in Star, 18 trimmed positions, and 22 made no changes.
• 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 Summit Trail Advisors, LLC (2.02Mn), Crossingbridge Advisors, LLC (109.78K), CITADEL ADVISORS LLC (51.73K), AlphaCentric Advisors LLC (21.24K), GREENWOOD GEARHART LLC (20.5K).
• The largest sellers of Star for the quarter ending December 2025 were Goldman Sachs Group Inc (26.6K), Round Rock Advisors LLC (20.96K), BlackRock, Inc. (18.27K), ACADIAN ASSET MANAGEMENT LLC (10.15K), Fifth Third Bancorp (2.76K).
• According to Business Quant data, leading holders of SGU for December 2025 are Hartree Partners, LP (3.4Mn), Bandera Partners LLC (2.75Mn), Summit Trail Advisors, LLC (2.02Mn), Lubar & Co., Inc (1.3Mn), Oakcliff Capital Partners, LP (1.1Mn), RENAISSANCE TECHNOLOGIES LLC (910.11K), Jpmorgan Chase & Co (659.86K), Joel Isaacson & Co., LLC (191.97K), Blackstone Inc. (173.63K), DOLIVER ADVISORS, LP (139.94K).