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
$11.84
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
10,550,569
Total reported value
$124,812,775
% of total 13F portfolios
0%
Share change
-508,555
Value change
-$6,005,603
Number of holders
64
Price from insider filings
$11.84
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% $44,823,954 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 Sep 2025, 64 institutional investors reported holding 10,550,569 shares of STAR GROUP, L.P. - Common Units (SGU). This represents 31% 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 30% 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% 14% $40,232,729
Bandera Partners LLC 8.1% 2,745,360 0% 14% $32,477,609
Oakcliff Capital Partners, LP 3.2% 1,099,239 0% 5.6% $13,003,997
RENAISSANCE TECHNOLOGIES LLC 2.7% 928,445 -1.4% 0.01% $10,983,504
JPMORGAN CHASE & CO 2% 689,799 -5.3% 0% $8,160,322
Joel Isaacson & Co., LLC 0.57% 191,900 +0.02% 0.08% $2,270,174
Blackstone Inc. 0.48% 163,090 0% 0.01% $1,929,355
DOLIVER ADVISORS, LP 0.41% 139,939 -0.11% 0.43% $1,655,478
LOCUST WOOD CAPITAL ADVISERS, LLC 0.41% 138,600 -4.2% 0.04% $1,639,638
MORGAN STANLEY 0.34% 116,687 +0.16% 0% $1,380,408
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.31% 104,083 +91% 0% $1,231,302
BROWN ADVISORY INC 0.23% 76,482 -86% 0% $904,787
PARSONS CAPITAL MANAGEMENT INC/RI 0.16% 53,506 0% 0.04% $632,976
UBS Group AG 0.15% 52,025 +6.8% 0% $615,456
WELLS FARGO & COMPANY/MN 0.12% 42,129 +0% 0% $498,379
TWO SIGMA INVESTMENTS, LP 0.12% 40,331 -7.7% 0% $477,116
GSA CAPITAL PARTNERS LLP 0.1% 35,534 +23% 0.04% $420,000
COMMONWEALTH EQUITY SERVICES, LLC 0.1% 34,045 -1.6% 0% $403,000
TWO SIGMA ADVISERS, LP 0.09% 30,900 0% 0% $365,547
Hyperion Capital Advisors LP 0.09% 29,400 0% 0.19% $347,802
Cove Street Capital, LLC 0.08% 25,600 +46% 0.4% $302,848
&PARTNERS 0.08% 25,500 0% 0% $301,665
MILLENNIUM MANAGEMENT LLC 0.07% 23,036 -42% 0% $272,516
ACADIAN ASSET MANAGEMENT LLC 0.07% 23,032 -13% 0% $271,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% 22,645 -1.7% 0% $267,890

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 202,609 $2,398,897 -$7,471 $11.84 3
2025 Q3 10,550,569 $124,812,775 -$6,005,603 $11.83 64
2025 Q2 11,059,124 $129,391,027 -$10,703,600 $11.70 66
2025 Q1 11,971,971 $157,786,180 +$5,835,776 $13.18 64
2024 Q4 11,531,720 $133,084,523 -$2,789,255 $11.54 65
2024 Q3 11,748,512 $137,916,893 -$78,650 $11.74 64
2024 Q2 11,763,391 $125,161,480 -$2,501,378 $10.64 63
2024 Q1 12,095,286 $121,194,814 -$648,404 $10.02 69
2023 Q4 12,050,723 $138,943,110 +$4,043,538 $11.53 68
2023 Q3 11,889,077 $143,022,937 +$86,641 $12.03 66
2023 Q2 11,858,160 $161,944,699 +$3,008,275 $13.66 69
2023 Q1 11,626,612 $150,795,916 +$6,628,026 $12.97 69
2022 Q4 11,146,673 $134,314,760 +$9,701,158 $12.05 75
2022 Q3 10,278,630 $83,566,178 -$6,745,207 $8.13 63
2022 Q2 11,161,059 $102,354,485 -$3,653,843 $9.17 66
2022 Q1 11,573,244 $128,462,050 -$9,204,310 $11.10 68
2021 Q4 12,407,842 $133,568,509 -$4,706,604 $10.77 63
2021 Q3 13,319,139 $135,718,234 -$8,890,698 $10.19 62
2021 Q2 14,159,830 $158,539,029 -$4,404,201 $11.20 66
2021 Q1 14,592,926 $154,421,600 -$2,677,377 $10.59 65
2020 Q4 16,096,047 $151,334,869 -$22,649,756 $9.41 68
2020 Q3 18,458,161 $179,731,402 -$7,323,277 $9.75 67
2020 Q2 19,275,570 $168,869,336 -$3,473,194 $8.77 72
2020 Q1 19,527,261 $150,405,050 -$256,370 $7.70 62
2019 Q4 17,756,058 $167,770,342 -$6,550,210 $9.46 68
2019 Q3 20,491,016 $193,947,273 -$10,431,933 $9.47 67
2019 Q2 21,574,252 $215,217,008 +$5,357,506 $9.99 72
2019 Q1 21,011,632 $201,709,000 -$15,971,208 $9.60 54
2018 Q4 22,670,914 $211,755,000 -$4,363,302 $9.34 58
2018 Q3 23,071,052 $225,394,000 -$5,974,826 $9.77 51
2018 Q2 23,750,054 $232,747,000 -$76,179,705 $9.80 50
2018 Q1 31,656,969 $296,048,000 +$43,305,104 $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 +$3,531,106 $11.35 48
2017 Q2 15,548,843 $168,547,061 +$8,717,358 $10.84 54
2017 Q1 16,556,597 $152,318,000 +$20,109,455 $9.20 58
2016 Q4 12,726,722 $136,943,000 +$6,057,815 $10.76 44
2016 Q3 12,139,113 $117,139,000 -$6,428,650 $9.65 41
2016 Q2 12,856,204 $114,165,000 +$6,217,825 $8.88 42
2016 Q1 12,156,511 $102,110,000 +$2,114,999 $8.40 42
2015 Q4 11,880,638 $88,389,000 -$83,626 $7.44 44
2015 Q3 11,872,202 $100,778,000 +$14,133,082 $8.49 47
2015 Q2 10,205,300 $90,094,283 +$15,627,730 $8.83 42
2015 Q1 8,421,927 $62,300,589 -$219,033 $7.40 39
2014 Q4 8,565,376 $52,253,959 -$491,172 $6.10 40
2014 Q3 8,682,387 $49,576,000 -$1,384,480 $5.71 39
2014 Q2 8,918,657 $55,295,620 +$579,441 $6.20 39
2014 Q1 8,828,965 $51,666,000 +$235,773 $5.85 32