Latest Period
Q2 2026
Security Snapshot
STAR GROUP, L.P. - Common Units (SGU) Institutional Ownership
CUSIP: 85512C105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
53
Shares (Excl. Options)
11,963,189
Price
$12.84
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- Security type / class
- Equity / Common Units
- Symbol
- SGU on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 11,963,189
- Total 13F value
- $153,691,961
- Portfolio coverage rank
- 0%
- Share change
- -1,110
- Value change
- -$7,190
- Number of holders
- 53
- Shares outstanding
- 33,929,230
- SEC-reported price per share
- $13.03
- Insider filing price
- $13.03
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.
- 53 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 69 to 53 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $168,963,150 to $153,691,961.
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 53 institutions filings for Q2 2026.
Security key
85512C105
Latest holder period
Q2 2026
13F holders
53
13D/G owners
2
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 53 institutional investors reported holding 11,963,189 shares of STAR GROUP, L.P. - Common Units (SGU). This represents 35% 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
35%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Hartree Partners, LP | 10% | 3,400,907 | 0% | 9.4% | $43,667,646 |
| Bandera Partners LLC | 8.1% | 2,745,360 | 0% | 12% | $35,250,422 |
| Summit Trail Advisors, LLC | 6% | 2,030,000 | +0.4% | 0.33% | $26,065,200 |
| Lubar & Co., Inc | 3.8% | 1,295,985 | 0% | 13% | $16,640,447 |
| RENAISSANCE TECHNOLOGIES LLC | 2.6% | 881,007 | -3.2% | 0.02% | $11,312,130 |
| JPMORGAN CHASE & CO | 1.8% | 605,766 | -8.2% | 0% | $7,862,843 |
| Joel Isaacson & Co., LLC | 0.57% | 192,003 | +0.02% | 0.07% | $2,465,324 |
| DOLIVER ADVISORS, LP | 0.41% | 139,939 | 0% | 0.41% | $1,796,817 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.39% | 132,086 | +2.3% | 0% | $1,695,984 |
| MORGAN STANLEY | 0.24% | 79,901 | -0.19% | 0% | $1,025,934 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 0.15% | 52,006 | -1.5% | 0.03% | $667,758 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.13% | 44,202 | +0.59% | 0% | $567,560 |
| Maridea Wealth Management LLC | 0.13% | 42,815 | 0.06% | $549,745 | |
| GSA CAPITAL PARTNERS LLP | 0.11% | 36,541 | +0.01% | 0.03% | $469,000 |
| GREENWOOD GEARHART LLC | 0.08% | 26,300 | +28% | 0.02% | $337,692 |
| LPL Financial LLC | 0.07% | 23,517 | -17% | 0% | $301,956 |
| Round Rock Advisors LLC | 0.06% | 20,961 | 0% | 0.03% | $269,139 |
| MGO ONE SEVEN LLC | 0.06% | 20,063 | 0% | $257,609 | |
| BlackRock, Inc. | 0.06% | 19,501 | +400% | 0% | $250,393 |
| StoneX Group Inc. | 0.04% | 15,100 | +0.67% | 0.01% | $193,857 |
| Marquette Asset Management, LLC | 0.04% | 15,000 | 0% | 0.02% | $192,600 |
| WASHINGTON TRUST Co | 0.04% | 13,000 | 0.01% | $166,920 | |
| Clear Harbor Asset Management, LLC | 0.04% | 13,000 | 0% | 0.01% | $166,920 |
| CARY STREET PARTNERS FINANCIAL LLC | 0.04% | 12,450 | 0% | 0% | $159,858 |
| MTM Investment Management, LLC | 0.04% | 12,137 | +0.02% | 0.04% | $155,842 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 11,963,189 | $153,691,961 | -$7,190 | $12.84 | 53 |
| 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 |