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

Institutions by Trading Activity

Ownership Statistics

39,821,348Shares Outstanding

7,507,031Shares held by institutions

$96,690,559Value of institutional holdings

28.87%Institutional ownership %

11.99%Shares Changed QoQ

66No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Star Group, L.P. (NYSE:SGU) includes 66 filers as of the latest reporting cycle ending December 2025.

Star saw its institutional ownership percentage rose to 28.9% in December 2025 from 23.4% in September 2025.
The company experienced a 11.99% quarterly change in institutional shares held, alongside an increase of 1.54% in total owners annually.
The latest 13F cycle for Star reveals that of 66 total investors, 27 funds grew their exposure, whereas 16 reduced theirs and 23 made no changes.
The total number of shares held by institutions in Star increased to 11.50Mn as of December 2025, a net change of up by 1.23Mn shares quarter on quarter, and down 34.91K shares year over year.
The top institutional stake in Star as of December 31, 2025 belongs to Hartree Partners, LP, which owns 3.40Mn shares, or 8.54% of the company.
Among the most significant buyers of Star during December 2025 were Lubar & Co., Inc (1.30Mn), GOLDMAN SACHS GROUP INC (13.89K), Blackstone Inc. (10.54K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (8.45K), Round Rock Advisors LLC (6.96K).
Leading sellers of Star stock in December 2025 included MORGAN STANLEY (34.13K), JPMORGAN CHASE & CO (31.84K), RENAISSANCE TECHNOLOGIES LLC (28.62K), UBS Group AG (15.35K), MILLENNIUM MANAGEMENT LLC (11.00K).
The top 10 institutional holders of Star for the quarter ending December 2025 included Hartree Partners, LP (3.40Mn), Bandera Partners LLC (2.75Mn), Lubar & Co., Inc (1.30Mn), Oakcliff Capital Partners, LP (1.10Mn), 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).

66 Institutional Holders

7,507,031 Total Shares Held

Rows:

Download Data

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	-31,843	-4.62%	$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
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
GOLDMAN SACHS GROUP INC	31 Dec, 2025	31,891	13,887	77.13%	$377,589.00
&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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