Latest Period
Q1 2026
Security Snapshot
STAR GROUP, L.P. - Common Units (SGU) Institutional Ownership
CUSIP: 85512C105
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
69
Shares (Excl. Options)
13,747,975
Price
$12.28
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- Security type / class
- Equity / Common Units
- Symbol
- SGU on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 13,747,975
- Total 13F value
- $168,963,150
- Portfolio coverage rank
- 0%
- Share change
- +2,248,958
- Value change
- +$27,635,133
- Number of holders
- 69
- Shares outstanding
- 33,929,230
- SEC-reported price per share
- $12.87
- Insider filing price
- $12.87
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SGU - STAR GROUP, L.P. - Common Units is tracked under CUSIP 85512C105.
- 69 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 67 to 69 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $136,130,756 to $168,963,150.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 69 institutions filings for Q1 2026.
Security key
85512C105
Latest holder period
Q1 2026
13F holders
69
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
SGU full holder history
STAR GROUP, L.P. SEC filings
STAR GROUP, L.P. company facts
STAR GROUP, L.P. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 85512C105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
SGU
| 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 Mar 2026, 69 institutional investors reported holding 13,747,975 shares of STAR GROUP, L.P. - Common Units (SGU). This represents 41% of the company’s total 33,929,230 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
40%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Hartree Partners, LP | 10% | 3,400,907 | 0% | 9.1% | $41,763,138 |
| Bandera Partners LLC | 8.1% | 2,745,360 | 0% | 15% | $33,713,021 |
| Summit Trail Advisors, LLC | 6% | 2,022,000 | 0.36% | $24,830,160 | |
| Lubar & Co., Inc | 3.8% | 1,295,985 | 0% | 13% | $15,914,696 |
| Oakcliff Capital Partners, LP | 3.2% | 1,099,239 | 0% | 6% | $13,498,655 |
| RENAISSANCE TECHNOLOGIES LLC | 2.7% | 910,108 | +1.1% | 0.02% | $11,176,126 |
| JPMORGAN CHASE & CO | 1.9% | 659,865 | +0.29% | 0% | $8,241,713 |
| Joel Isaacson & Co., LLC | 0.57% | 191,968 | +0.02% | 0.08% | $2,357,367 |
| Blackstone Inc. | 0.51% | 173,629 | 0% | 0.01% | $2,132,164 |
| DOLIVER ADVISORS, LP | 0.41% | 139,939 | 0% | 0.39% | $1,718,451 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.38% | 129,080 | +15% | 0% | $1,585,102 |
| Crossingbridge Advisors, LLC | 0.32% | 109,777 | 0.24% | $1,348,062 | |
| MORGAN STANLEY | 0.24% | 80,052 | -3% | 0% | $983,038 |
| BROWN ADVISORY INC | 0.22% | 73,877 | -0.17% | 0% | $907,210 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 0.16% | 52,806 | 0% | 0.03% | $648,458 |
| CITADEL ADVISORS LLC | 0.15% | 51,730 | 0% | $635,244 | |
| WELLS FARGO & COMPANY/MN | 0.14% | 47,128 | +12% | 0% | $578,733 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 43,941 | +29% | 0% | $539,590 |
| GOLDMAN SACHS GROUP INC | 0.11% | 37,181 | +17% | 0% | $456,583 |
| GSA CAPITAL PARTNERS LLP | 0.11% | 36,536 | -2.7% | 0.03% | $449,000 |
| UBS Group AG | 0.11% | 35,854 | -2.2% | 0% | $440,287 |
| MILLENNIUM MANAGEMENT LLC | 0.08% | 28,815 | +139% | 0% | $353,848 |
| LPL Financial LLC | 0.08% | 28,451 | +66% | 0% | $349,379 |
| &PARTNERS | 0.08% | 25,500 | 0% | 0% | $313,140 |
| Hyperion Capital Advisors LP | 0.07% | 25,400 | 0% | 0.15% | $311,912 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 13,747,975 | $168,963,150 | +$27,635,133 | $12.28 | 69 |
| 2025 Q4 | 11,497,772 | $136,130,756 | -$3,863,044 | $11.84 | 67 |
| 2025 Q3 | 10,550,569 | $124,812,775 | -$6,005,101 | $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 |