Security key
85512C105
- Type / Class
- Equity / Common Units
- Shares outstanding
- 33,929,230
- Total 13F shares
- 10,550,569
- Share change
- -508,555
- Total reported value
- $124,812,775
- Price per share
- $11.83
- Number of holders
- 64
- Value change
- -$6,005,101
- Number of buys
- 18
- Number of sells
- 23
Report period
Q3 2025
Institutions
64
Top holders
10
SGU full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
STAR GROUP, L.P. SEC filings
STAR GROUP, L.P. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 85512C105
Recent filing periods:
Top shareholders of SGU - STAR GROUP, L.P. - Common Units (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Hartree Partners, LP |
13D/G
3/4/5
13F
|
10%+ Owner · Company |
9.8%
|
3,400,907
|
$42,851,428 | $0 | 31 Mar 2025 | |
| Bandera Partners LLC |
13D/G
3/4/5
13F
|
Gramm Jefferson · Other*, 10%+ Owner · Company |
8.7%
|
2,951,843
|
$34,920,303 | $0 | 30 Jun 2025 | |
| C. Scott Baxter |
3/4/5
|
Director |
0.04%
|
15,000
|
$176,850 | +$176,850 | 13 Aug 2025 | |
| Oakcliff Capital Partners, LP |
13F
|
Company |
3.2%
|
1,099,239
|
$12,861,096 | — | 30 Jun 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
2.8%
|
941,593
|
$11,016,638 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.1%
|
728,570
|
$8,524,269 | — | 30 Jun 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
1.6%
|
548,862
|
$6,421,686 | — | 30 Jun 2025 | |
| Joel Isaacson & Co., LLC |
13F
|
Company |
0.57%
|
191,865
|
$2,244,815 | — | 30 Jun 2025 | |
| Blackstone Inc. |
13F
|
Company |
0.48%
|
163,090
|
$1,908,153 | — | 30 Jun 2025 | |
| LOCUST WOOD CAPITAL ADVISERS, LLC |
13F
|
Company |
0.43%
|
144,612
|
$1,691,960 | — | 30 Jun 2025 | |
| DOLIVER ADVISORS, LP |
13F
|
Company |
0.41%
|
140,089
|
$1,639,041 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.34%
|
116,503
|
$1,363,094 | — | 30 Jun 2025 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.16%
|
54,443
|
$636,983 | — | 30 Jun 2025 | |
| PARSONS CAPITAL MANAGEMENT INC/RI |
13F
|
Company |
0.16%
|
53,506
|
$626,021 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.14%
|
48,692
|
$569,696 | — | 30 Jun 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.14%
|
46,544
|
$544,565 | — | 30 Jun 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.13%
|
43,675
|
$510,998 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.12%
|
42,128
|
$492,898 | — | 30 Jun 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.12%
|
39,658
|
$463,999 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.1%
|
34,597
|
$405,000 | — | 30 Jun 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.1%
|
34,257
|
$400,807 | — | 30 Jun 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.09%
|
30,900
|
$361,530 | — | 30 Jun 2025 | |
| Hyperion Capital Advisors LP |
13F
|
Company |
0.09%
|
29,400
|
$343,980 | — | 30 Jun 2025 | |
| GSA CAPITAL PARTNERS LLP |
13F
|
Company |
0.09%
|
28,883
|
$338,000 | — | 30 Jun 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.08%
|
26,478
|
$309,000 | — | 30 Jun 2025 | |
| &PARTNERS |
13F
|
Company |
0.08%
|
25,500
|
$298,350 | — | 30 Jun 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.07%
|
23,035
|
$269,510 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.06%
|
20,989
|
$245,572 | — | 30 Jun 2025 | |
| MGO ONE SEVEN LLC |
13F
|
Company |
0.05%
|
17,917
|
$209,629 | — | 30 Jun 2025 | |
| Cove Street Capital, LLC |
13F
|
Company |
0.05%
|
17,500
|
$204,750 | — | 30 Jun 2025 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.05%
|
16,296
|
$190,663 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.04%
|
15,134
|
$177,068 | — | 30 Jun 2025 | |
| StoneX Group Inc. |
13F
|
Company |
0.04%
|
15,038
|
$175,945 | — | 30 Jun 2025 | |
| Marquette Asset Management, LLC |
13F
|
Company |
0.04%
|
15,000
|
$175,500 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.04%
|
13,025
|
$152,393 | — | 30 Jun 2025 | |
| Clear Harbor Asset Management, LLC |
13F
|
Company |
0.04%
|
13,000
|
$152,100 | — | 30 Jun 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.04%
|
12,697
|
$148,555 | — | 30 Jun 2025 | |
| CARY STREET PARTNERS FINANCIAL LLC |
13F
|
Company |
0.04%
|
12,450
|
$145,665 | — | 30 Jun 2025 | |
| MTM Investment Management, LLC |
13F
|
Company |
0.04%
|
12,129
|
$141,911 | — | 30 Jun 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.03%
|
11,376
|
$133,097 | — | 30 Jun 2025 | |
| Wilkinson Global Asset Management LLC |
13F
|
Company |
0.03%
|
10,000
|
$117,000 | — | 30 Jun 2025 | |
| Roxbury Financial LLC |
13F
|
Company |
0.03%
|
9,726
|
$113,793 | — | 30 Jun 2025 | |
| US BANCORP \DE\ |
13F
|
Company |
0.03%
|
9,000
|
$105,300 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.02%
|
7,643
|
$89,423 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.02%
|
6,177
|
$72,271 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.02%
|
5,199
|
$60,839 | — | 30 Jun 2025 | |
| PRINCIPAL SECURITIES, INC. |
13F
|
Company |
0.01%
|
5,005
|
$58,559 | — | 30 Jun 2025 | |
| HM PAYSON & CO |
13F
|
Company |
0.01%
|
5,000
|
$58,500 | — | 30 Jun 2025 | |
| Spire Wealth Management |
13F
|
Company |
0.01%
|
4,537
|
$53,083 | — | 30 Jun 2025 | |
| High Note Wealth, LLC |
13F
|
Company |
0.01%
|
3,845
|
$44,987 | — | 30 Jun 2025 |
Institutional Holders of STAR GROUP, L.P. - Common Units (SGU) as of Q3 2025
As of 30 Sep 2025,
STAR GROUP, L.P. - Common Units (SGU) was held by
64 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,550,569 shares.
The largest 10 holders included
Hartree Partners, LP, Bandera Partners LLC, Oakcliff Capital Partners, LP, RENAISSANCE TECHNOLOGIES LLC, JPMORGAN CHASE & CO, Joel Isaacson & Co., LLC, Blackstone Inc., DOLIVER ADVISORS, LP, LOCUST WOOD CAPITAL ADVISERS, LLC, and MORGAN STANLEY.
This page lists
64
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
66
Q3 2025 holders
64
Holder diff
-2
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.