STAR GROUP, L.P. (SGU) — Institutional Holders, Q2 2026

72 institutional investment managers reported a SGU position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $176.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

SGU in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

8

Added to

19

Trimmed

16

Sold out

4

Biggest buyers

  1. Maridea Wealth ManagementNew · +42,815 sh+$549.7K
  2. CITADEL ADVISORSAdded · +21,750 sh+$279.3K
  3. MGO ONE SEVENNew · +20,063 sh+$257.6K
  4. BlackRockAdded · +15,601 sh+$200.3K
  5. GOLDMAN SACHS GROUPAdded · +13,291 sh+$170.7K

Biggest sellers

  1. JPMORGAN CHASETrimmed · -54,099 sh-$694.6K
  2. RENAISSANCE TECHNOLOGIESTrimmed · -29,101 sh-$373.7K
  3. Atom InvestorsSold out · -23,368 sh-$300.0K
  4. AMERICAN CENTURY COMPANIESSold out · -12,697 sh-$163.0K
  5. ACADIAN ASSET MANAGEMENTSold out · -10,624 sh-$136.4K

SGU 13F holders ranked 1–72 of 72

Institutional investors reporting a position in STAR GROUP, L.P. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Hartree Partners#1 · 3,400,907 sh$43.7M0.0%
Bandera Partners#2 · 2,745,360 sh$35.3M0.0%
Summit Trail Advisors#3 · 2,030,000 sh$26.1M+0.4%
Lubar#4 · 1,295,985 sh$16.6M0.0%
Oakcliff Capital Partners#5 · 1,099,239 sh$14.1M0.0%
RENAISSANCE TECHNOLOGIES#6 · 881,007 sh$11.3M-3.2%
JPMORGAN CHASE#7 · 605,766 sh$7.9M-8.2%
Joel Isaacson#8 · 192,003 sh$2.5M0.0%
Blackstone#9 · 165,910 sh$2.1M-4.4%
DOLIVER ADVISORS#10 · 139,939 sh$1.8M0.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#11 · 132,086 sh$1.7M+2.3%
Crossingbridge Advisors#12 · 100,000 sh$1.3M-8.9%
MORGAN STANLEY#13 · 79,901 sh$1.0M-0.2%
BROWN ADVISORY#14 · 73,524 sh$944.0K-0.5%
CITADEL ADVISORS#15 · 73,480 sh$943.5K+42.0%
PARSONS CAPITAL MANAGEMENT#16 · 52,006 sh$667.8K-1.5%
GOLDMAN SACHS GROUP#17 · 50,472 sh$648.1K+35.7%
WELLS FARGO & COMPANY#18 · 47,803 sh$613.8K+1.4%
COMMONWEALTH EQUITY SERVICES#19 · 44,202 sh$567.6K+0.6%
Maridea Wealth Management#20 · 42,815 sh$549.7KNew
GSA CAPITAL PARTNERS LLP#21 · 36,541 sh$469.0K0.0%
UBS Group AG#22 · 32,004 sh$410.9K-10.7%
MILLENNIUM MANAGEMENT#23 · 27,356 sh$351.3K-5.1%
GREENWOOD GEARHART#24 · 26,300 sh$337.7K+28.3%
WILEY BROS.-AINTREE CAPITAL#25 · 25,500 sh$327.4K0.0%
Hyperion Capital Advisors#26 · 25,400 sh$326.1K0.0%
LPL Financial#27 · 23,517 sh$302.0K-17.3%
Round Rock Advisors#28 · 20,961 sh$269.1K0.0%
MGO ONE SEVEN#29 · 20,063 sh$257.6KNew
BlackRock#30 · 19,501 sh$250.4K+400.0%
JANE STREET GROUP#31 · 19,145 sh$245.8K+50.1%
StoneX Group#32 · 15,100 sh$193.9K+0.7%
Marquette Asset Management#33 · 15,000 sh$192.6K0.0%
WASHINGTON#34 · 13,000 sh$166.9KNew
Clear Harbor Asset Management#35 · 13,000 sh$166.9K0.0%
CARY STREET PARTNERS FINANCIAL#36 · 12,450 sh$159.9K0.0%
Kingsview Wealth Management#37 · 12,408 sh$159.3K-3.1%
MTM Investment Management#38 · 12,137 sh$155.8K0.0%
AlphaCentric Advisors#39 · 11,462 sh$147.2K-46.0%
NewEdge Advisors#40 · 11,436 sh$146.8KNew
AMERIPRISE FINANCIAL#41 · 11,347 sh$145.7K0.0%
Wilkinson Global Asset Management#42 · 10,000 sh$128.4K0.0%
Roxbury Financial#43 · 9,980 sh$128.1K+0.7%
US BANCORP \DE\#44 · 9,000 sh$115.6K0.0%
OSAIC#45 · 5,545 sh$71.2K+0.2%
HM PAYSON#46 · 5,000 sh$64.2K0.0%
Spire Wealth Management#47 · 4,537 sh$58.3K0.0%
High Note Wealth#48 · 3,845 sh$49.4K0.0%
BNP PARIBAS FINANCIAL MARKETS#49 · 3,572 sh$45.9K-20.5%
Colonial Advisors#50 · 3,500 sh$44.9K0.0%
JONES FINANCIAL COMPANIES LLLP#51 · 3,270 sh$42.3K+1.0%
Integrated Wealth Concepts#52 · 3,100 sh$39.8KNew
ROYAL BANK OF CANADA#53 · 2,390 sh$31.0K+10.4%
BARCLAYS PLC#54 · 2,352 sh$30.2K0.0%
UMB Bank, n.a.#55 · 2,300 sh$29.5KNew
Crews Bank#56 · 2,182 sh$28.0K0.0%
CITIGROUP#57 · 2,020 sh$25.9K-7.6%
HOLLENCREST SECURITIES#58 · 1,639 sh$21.0K0.0%
TD Waterhouse Canada#59 · 1,400 sh$18.0K0.0%
Napier Financial#60 · 1,245 sh$16.0K+1.5%
SIMPLEX TRADING#61 · 1,211 sh$15.5K+4.9%
Farther Finance Advisors#62 · 1,100 sh$14.1K0.0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#63 · 1,000 sh$12.8K0.0%
Catherine Avery Investment Management#64 · 808 sh$10.4KNew
FIFTH THIRD BANCORP#65 · 595 sh$7.6K-92.2%
Silver Grove Financial Group#66 · 490 sh$6.3KNew
SBI Securities , Ltd.#67 · 355 sh$4.6K-0.6%
FMR#68 · 135 sh$1.7K0.0%
Russell Investments Group, Ltd.#69 · 130 sh$1.7K0.0%
MIRAE ASSET GLOBAL ETFS Ltd.#70 · 100 sh$1.3K0.0%
Bare Financial Services#71 · 89 sh$1.1K0.0%
HUNTINGTON NATIONAL BANK#72 · 1 sh$13.000.0%

Funds that sold out of SGU in Q2 2026 (4)

Held SGU at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SGU in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Atom Investors23,368 sh$287.0K
AMERICAN CENTURY COMPANIES12,697 sh$155.9K
ACADIAN ASSET MANAGEMENT10,624 sh$129.0K
Tower Research Capital (TRC)205 sh$2.5K

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.