Star SGU Institutional Ownership

NYSE SGU

$12.96 +0.10 (+0.78%)

As of: Sep 3, 2026 · 9:46 AM EDT

Institutions by Trading Activity

73 Institutions

Increased 28 38.4%

Unchanged 29 39.7%

Reduced 16 21.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

41.85%

▲+0.04 pp QoQ

Shares Held by Institutions

13.74Mn

of 32.84Mn outstanding

▲+0.30% QoQ

Shares Outstanding

32.84Mn

19.09Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+40.80K

accumulated since last quarter

Value of Holdings

$175.33Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Star Group, L.P. (NYSE:SGU) appears in 73 institutional 13F filings for the quarter ending June 2026.

These investors collectively held 41.8% of Star's outstanding shares in June 2026, up from 41.8% in March 2026.
Their total shares held in SGU increased 0.3% from the prior quarter, while the number of investors in Star increased 12.31% year over year.
Among the 73 funds, 28 bought more Star shares, 16 sold down, and 29 held their ground.
Institutional investors collectively held 13.74Mn shares in Star as of June 2026, up by 40.8K shares quarter on quarter, and up 2.83Mn shares year over year.
As of June 30, 2026, Hartree Partners, LP held the largest stake in Star with 3.4Mn shares, accounting for 10.36% of total shares outstanding.
Top purchasers of SGU stock for the quarter ending June 2026 included Maridea Wealth Management LLC (42.82K), CITADEL ADVISORS LLC (21.75K), MGO ONE SEVEN LLC (20.06K), BlackRock, Inc. (15.6K), Goldman Sachs Group Inc (13.29K).
Top sellers of SGU stock for the quarter ending June 2026 included Jpmorgan Chase & Co (54.1K), RENAISSANCE TECHNOLOGIES LLC (29.1K), Crossingbridge Advisors, LLC (9.78K), AlphaCentric Advisors LLC (9.78K), Blackstone Inc. (7.72K).
Business Quant data shows the 10 biggest positions in Star as of June 2026 are held by Hartree Partners, LP (3.4Mn), Bandera Partners LLC (2.75Mn), Summit Trail Advisors, LLC (2.03Mn), Lubar & Co., Inc (1.3Mn), Oakcliff Capital Partners, LP (1.1Mn), RENAISSANCE TECHNOLOGIES LLC (881.01K), Jpmorgan Chase & Co (605.77K), Joel Isaacson & Co., LLC (192.0K), Blackstone Inc. (165.91K), DOLIVER ADVISORS, LP (139.94K).

Form 13F Holdings

73 Institutional Holders

Report period 30 Jun, 2026

Total shares held 13.74Mn

Of outstanding 41.85%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Hartree Partners, LP	0001597857	3,400,907	10.36%	0	0.00%	$43.67Mn
2	Bandera Partners LLC	0001399386	2,745,360	8.36%	0	0.00%	$35.25Mn
3	Summit Trail Advisors, LLC	0001698478	2,030,000	6.18%	▲8,000	+0.40%	$26.07Mn
4	Lubar & Co., Inc	0001473033	1,295,985	3.95%	0	0.00%	$16.64Mn
5	Oakcliff Capital Partners, LP	0001657335	1,099,239	3.35%	0	0.00%	$14.11Mn
6	RENAISSANCE TECHNOLOGIES LLC	0001037389	881,007	2.68%	▼29,101	-3.20%	$11.31Mn
7	Jpmorgan Chase & Co	0000019617	605,766	1.84%	▼54,099	-8.20%	$7.86Mn
8	Joel Isaacson & Co., LLC	0001599330	192,003	0.58%	▲35	+0.02%	$2.47Mn
9	Blackstone Inc.	0001393818	165,910	0.51%	▼7,719	-4.45%	$2.13Mn
10	DOLIVER ADVISORS, LP	0000938077	139,939	0.43%	0	0.00%	$1.80Mn
11	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	132,086	0.40%	▲3,006	+2.33%	$1.70Mn
12	Crossingbridge Advisors, LLC	0001770024	100,000	0.30%	▼9,777	-8.91%	$1.28Mn
13	Morgan Stanley	0000895421	79,901	0.24%	▼152	-0.19%	$1.03Mn
14	BROWN ADVISORY INC	0001345929	73,524	0.22%	▼353	-0.48%	$944.05K
15	CITADEL ADVISORS LLC	0001423053	73,480	0.22%	▲21,750	+42.05%	$943.48K
16	PARSONS CAPITAL MANAGEMENT INC/RI	0001018674	52,006	0.16%	▼800	-1.51%	$667.76K
17	Goldman Sachs Group Inc	0000886982	50,472	0.15%	▲13,291	+35.75%	$648.06K
18	Wells Fargo & Company/Mn	0000072971	47,803	0.15%	▲675	+1.43%	$613.80K
19	COMMONWEALTH EQUITY SERVICES, LLC	0000312272	44,202	0.13%	▲261	+0.59%	$567.56K
20	Maridea Wealth Management LLC	0002056245	42,815	0.13%	▲42,815	0.00%	$549.75K

Showing 1 to 20 of 73 holders