Star Group LPSGU

13F holders, Q4 2025 (December 31)
67holders +2
7new positions
6sold out
2famous investors
$11.84avg. 13F price*

At the end of Q4 2025, 67 institutions reported holding Star Group LP (SGU) in their 13F filings, up 2 from Q3 2025. 7 opened new positions and 6 sold out. The largest holders were Hartree Partners, LP ($40.3M), Bandera Partners LLC ($32.5M) and Lubar & Co., Inc ($15.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Star Group LP
CUSIP
85512C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 69Q1 2024Q2 2024: 63Q2 2024Q3 2024: 64Q3 2024Q4 2024: 65Q4 2024Q1 2025: 64Q1 2025Q2 2025: 66Q2 2025Q3 2025: 65Q3 2025Q4 2025: 67Q4 2025Q1 2026: 69Q1 2026Q2 2026: 71Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$150K
Exits6$3.1M

All 13F filers, Q3 2025 → Q4 2025: 68,579 shares bought and 392,400 shares sold, net −323,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Hartree Partners, LP 14.72% No change 3,400,907 $40.3M
Bandera Partners LLC 14.61% No change 2,745,360 $32.5M
Lubar & Co., Inc 11.43% — 1,295,985 $15.3M
Oakcliff Capital Partners, LP 5.58% No change 1,099,239 $13.0M
Renaissance Technologies 0.02% Reduce -3.1% 899,827 $10.7M
JPMorgan Chase & Co. 0.00% Reduce -4.6% 657,956 $7.8M
Joel Isaacson & Co., LLC 0.07% Add +0.0% 191,935 $2.3M
Blackstone Inc. 0.01% Add +6.5% 173,629 $2.1M
Doliver Advisors, LP 0.41% No change 139,939 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Add +8.1% 112,536 $1.3M
Morgan Stanley 0.00% Reduce -29.3% 82,559 $978K
Brown Advisory Inc. 0.00% Reduce -3.2% 74,003 $876K
Parsons Capital Management Inc. 0.03% Reduce -1.3% 52,806 $625K
Wells Fargo & Company 0.00% Reduce 0.0% 42,128 $499K
Gsa Capital Partners LLP 0.04% Add +5.6% 37,533 $444K
UBS Group AG 0.00% Reduce -29.5% 36,671 $434K
Commonwealth Equity Services, LLC 0.00% Reduce -0.1% 34,013 $403K
Goldman Sachs Group Inc. 0.00% Add +77.1% 31,891 $378K
&partners 0.00% No change 25,500 $302K
Hyperion Capital Advisors LP 0.15% Reduce -13.6% 25,400 $301K
BlackRock, Inc. 0.00% Add +14.9% 22,168 $262K
Round Rock Advisors LLC 0.04% Add +49.7% 20,961 $248K
Acadian Asset Management LLC 0.00% Reduce -9.8% 20,778 $244K
Atom Investors LP 0.02% Add +11.4% 20,586 $244K
LPL Financial LLC 0.00% Add +14.6% 17,169 $203K
StoneX Group Inc. 0.01% Add +0.0% 15,001 $178K
Marquette Asset Management, LLC 0.03% No change 15,000 $178K
Bank of America Corp. 0.00% Add +21.8% 14,426 $171K
Walleye Capital LLC 0.00% Reduce -4.8% 14,241 $169K
Clear Harbor Asset Management, LLC 0.01% No change 13,000 $154K
Kingsview Wealth Management, LLC 0.00% Add +0.8% 12,808 $152K
American Century Companies Inc. 0.00% No change 12,697 $150K
Cary Street Partners Financial LLC 0.00% No change 12,450 $147K
MTM Investment Management, LLC 0.05% Add +0.0% 12,133 $144K
Millennium Management 0.00% Reduce -47.8% 12,034 $142K
Ameriprise Financial Inc. 0.00% Reduce -0.2% 11,352 $134K
Fifth Third Bancorp 0.00% Reduce -19.4% 10,392 $123K
Wilkinson Global Asset Management LLC 0.01% No change 10,000 $118K
Roxbury Financial LLC 0.10% Add +0.7% 9,864 $117K
US Bancorp \de 0.00% No change 9,000 $107K
Kestra Advisory Services, LLC 0.00% New 6,774 $80K
Osaic Holdings, Inc. 0.00% Add +2.9% 5,337 $63K
HM Payson & Co. 0.00% No change 5,000 $59K
Spire Wealth Management 0.00% No change 4,537 $54K
High Note Wealth, LLC 0.01% No change 3,845 $46K
Colonial Trust Advisors 0.00% No change 3,500 $41K
Jones Financial Companies LLLP 0.00% Add +34.2% 3,139 $37K
BNP Paribas Financial Markets 0.00% New 2,647 $31K
Crews Bank & Trust 0.00% No change 2,182 $26K
Royal Bank of Canada 0.00% Add +5446.1% 2,163 $25K
Citigroup Inc. 0.00% Add +11.7% 2,104 $25K
Hollencrest Capital Management 0.00% No change 1,639 $19K
Barclays PLC 0.00% New 1,618 $19K
TD Waterhouse Canada Inc. 0.00% No change 1,400 $17K
Farther Finance Advisors, LLC 0.00% Add +266.7% 1,100 $13K
Cwm, LLC 0.00% New 1,038 $12K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1,000 $12K
Garton & Associates Financial Advisors LLC 0.00% — 638 $8K
Comerica Bank 0.00% No change 600 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -48.1% 428 $5K
SBI Securities Co., Ltd. 0.00% Reduce -1.0% 400 $5K
Quent Capital, LLC 0.00% New 395 $5K
Barrett & Company, Inc. 0.00% New 165 $2K
FMR LLC 0.00% No change 135 $2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% No change 100 $1K
Bare Financial Services, Inc 0.00% New 48 $568
Huntington National Bank 0.00% No change 1 $12

"% of holder's portfolio" is SGU's weight in each manager's 13F, not the share of Star Group LP the manager owns.