STAR GROUP, L.P. - Common Units (SGU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Units
Symbol
SGU on NYSE
Shares outstanding
33,929,230
Price per share
$12.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,497,772
Total reported value
$136,130,756
% of total 13F portfolios
0%
Share change
-326,467
Value change
-$3,863,044
Number of holders
67
Price from insider filings
$12.80
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of STAR GROUP, L.P. - Common Units (SGU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Hartree Partners, LP 9.8% $42,851,428 3,400,907 Hartree Partners, LP 31 Mar 2025
Bandera Partners LLC 8.7% $34,920,303 2,951,843 Gramm Jefferson 30 Jun 2025

As of 31 Dec 2025, 67 institutional investors reported holding 11,497,772 shares of STAR GROUP, L.P. - Common Units (SGU). This represents 34% of the company’s total 33,929,230 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of STAR GROUP, L.P. - Common Units (SGU) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Hartree Partners, LP 10% 3,400,907 0% 15% $40,266,739
Bandera Partners LLC 8.1% 2,745,360 0% 15% $32,505,062
Lubar & Co., Inc 3.8% 1,295,985 0% 11% $15,344,462
Oakcliff Capital Partners, LP 3.2% 1,099,239 0% 5.6% $13,014,990
RENAISSANCE TECHNOLOGIES LLC 2.7% 899,827 -3.1% 0.02% $10,653,952
JPMORGAN CHASE & CO 1.9% 657,956 -4.6% 0% $7,790,199
Joel Isaacson & Co., LLC 0.57% 191,935 +0.02% 0.08% $2,272,513
Blackstone Inc. 0.51% 173,629 +6.5% 0.01% $2,055,767
DOLIVER ADVISORS, LP 0.41% 139,939 0% 0.41% $1,656,878
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.33% 112,536 +8.1% 0% $1,332,426
MORGAN STANLEY 0.24% 82,559 -29% 0% $977,501
BROWN ADVISORY INC 0.22% 74,003 -3.2% 0% $876,196
PARSONS CAPITAL MANAGEMENT INC/RI 0.16% 52,806 -1.3% 0.03% $625,224
WELLS FARGO & COMPANY/MN 0.12% 42,128 -0% 0% $498,795
GSA CAPITAL PARTNERS LLP 0.11% 37,533 +5.6% 0.04% $444,000
UBS Group AG 0.11% 36,671 -30% 0% $434,185
COMMONWEALTH EQUITY SERVICES, LLC 0.1% 34,013 -0.09% 0% $402,710
GOLDMAN SACHS GROUP INC 0.09% 31,891 +77% 0% $377,589
&PARTNERS 0.08% 25,500 0% 0% $301,920
Hyperion Capital Advisors LP 0.07% 25,400 -14% 0.15% $300,736
BlackRock, Inc. 0.07% 22,168 +15% 0% $262,469
Round Rock Advisors LLC 0.06% 20,961 +50% 0.04% $248,178
ACADIAN ASSET MANAGEMENT LLC 0.06% 20,778 -9.8% 0% $244,000
Atom Investors LP 0.06% 20,586 +11% 0.02% $243,738
LPL Financial LLC 0.05% 17,169 +15% 0% $203,279

Institutional Holders of STAR GROUP, L.P. - Common Units (SGU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,497,772 $136,130,756 -$3,863,044 $11.84 67
2025 Q3 10,550,569 $124,812,775 -$6,005,586 $11.83 64
2025 Q2 11,059,124 $129,391,027 -$10,703,601 $11.70 66
2025 Q1 11,971,971 $157,786,180 +$5,835,769 $13.18 64
2024 Q4 11,531,720 $133,084,254 -$2,791,551 $11.54 65
2024 Q3 11,748,711 $137,919,329 -$76,305 $11.74 64
2024 Q2 11,763,390 $125,161,059 -$2,501,391 $10.64 63
2024 Q1 12,095,286 $121,195,114 -$664,788 $10.02 69
2023 Q4 12,138,590 $139,956,165 +$3,936,529 $11.53 69
2023 Q3 11,890,577 $143,041,432 +$116,259 $12.03 66
2023 Q2 11,858,198 $161,945,118 +$3,008,330 $13.66 69
2023 Q1 11,626,646 $150,795,907 +$6,616,365 $12.97 69
2022 Q4 11,147,421 $134,323,523 +$9,707,077 $12.05 75
2022 Q3 10,419,014 $84,707,624 -$6,938,315 $8.13 66
2022 Q2 11,196,228 $102,676,035 -$3,527,908 $9.17 68
2022 Q1 11,645,615 $129,265,050 -$9,236,484 $11.10 69
2021 Q4 12,479,829 $134,343,209 -$4,706,427 $10.77 64
2021 Q3 13,318,848 $135,715,234 -$9,218,560 $10.19 62
2021 Q2 14,188,814 $158,864,029 -$4,562,513 $11.20 67
2021 Q1 14,607,733 $154,578,600 -$2,520,370 $10.59 66
2020 Q4 16,102,744 $151,397,869 -$22,678,861 $9.41 69
2020 Q3 18,487,156 $180,014,402 -$7,477,210 $9.75 68
2020 Q2 19,275,570 $168,869,336 -$3,637,945 $8.77 72
2020 Q1 19,706,503 $151,785,050 -$1,451,895 $7.70 63
2019 Q4 17,756,058 $167,770,342 -$6,547,512 $9.46 68
2019 Q3 20,491,016 $193,947,273 -$10,429,339 $9.47 67
2019 Q2 21,574,252 $215,217,008 +$5,570,526 $9.99 72
2019 Q1 21,011,632 $201,709,000 -$15,869,203 $9.60 54
2018 Q4 22,670,914 $211,755,000 -$4,362,692 $9.34 58
2018 Q3 23,131,384 $225,983,000 -$6,005,421 $9.77 52
2018 Q2 23,750,054 $232,747,000 -$77,187,585 $9.80 50
2018 Q1 31,656,969 $296,048,000 +$44,313,075 $9.35 62
2017 Q4 26,870,430 $288,852,000 +$16,638,002 $10.75 51
2017 Q3 17,457,656 $198,140,000 +$4,567,983 $11.35 48
2017 Q2 15,548,843 $168,547,061 +$8,325,946 $10.84 54
2017 Q1 16,564,469 $152,390,423 +$20,109,543 $9.20 59
2016 Q4 12,726,722 $136,943,000 +$5,858,318 $10.76 44
2016 Q3 12,168,473 $117,422,000 -$6,348,149 $9.65 42
2016 Q2 12,856,204 $114,165,000 +$6,309,825 $8.88 41
2016 Q1 12,156,511 $102,110,000 +$2,340,831 $8.40 42
2015 Q4 11,884,720 $88,419,000 -$84,353 $7.44 44
2015 Q3 11,872,202 $100,778,000 +$14,133,093 $8.49 46
2015 Q2 10,205,300 $90,094,283 +$15,630,334 $8.83 42
2015 Q1 8,446,309 $62,480,589 -$219,049 $7.40 40
2014 Q4 8,569,458 $52,278,959 -$466,170 $6.10 41
2014 Q3 8,682,387 $49,576,000 -$1,384,483 $5.71 39
2014 Q2 8,918,657 $55,295,620 +$579,424 $6.20 39
2014 Q1 8,828,965 $51,666,000 +$235,775 $5.85 32