SGUSTAR GROUP LP
CUSIP 85512C105 · Yahoo Finance ↗ · Google Finance ↗
Star Group LP (SGU) has 69 institutional holders in Filings Flow’s 13F database, together reporting 13.75M shares worth $168M as of Q1 2026. The largest reported holders are Hartree Partners, LP, Bandera Partners LLC, and Summit Trail Advisors, LLC.
Institutional Holders
69
Q1 2026
Reported Value
$168M
Ticker
SGU
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bandera Partners LLC$221M AUM | 15.25% | $34M | 2.75M | Q1 2026OLDER |
| Lubar & Co., Inc$119M AUM | 13.37% | $16M | 1.30M | Q1 2026OLDER |
| Hartree Partners, LP$467M AUM | 8.95% | $42M | 3.40M | Q1 2026OLDER |
| Oakcliff Capital Partners, LP$227M AUM | 5.96% | $13M | 1.10M | Q1 2026OLDER |
| DOLIVER ADVISORS, LP$440M AUM | 0.39% | $2M | 139.9K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.36% | $25M | 2.02M | Q1 2026OLDER |
| AlphaCentric Advisors LLC$100M AUM | 0.26% | $260,815 | 21.2K | Q1 2026OLDER |
| Crossingbridge Advisors, LLC$553M AUM | 0.24% | $1M | 109.8K | Q1 2026OLDER |
| Hyperion Capital Advisors LP$208M AUM | 0.15% | $311,912 | 25.4K | Q1 2026OLDER |
| Roxbury Financial LLC$126M AUM | 0.10% | $128,148 | 10.0K | Q2 2026 |
| Joel Isaacson & Co., LLC$3.0B AUM | 0.08% | $2M | 192.0K | Q1 2026OLDER |
| MTM Investment Management, LLC$316M AUM | 0.05% | $149,019 | 12.1K | Q1 2026OLDER |
| LOCUST WOOD CAPITAL ADVISERS, LLC$3.9B AUM | 0.04% | $2M | 138.6K | Q3 2025OLDER |
| Round Rock Advisors LLC$654M AUM | 0.04% | $257,401 | 21.0K | Q1 2026OLDER |
| PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM | 0.03% | $648,458 | 52.8K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.02% | $192,600 | 15.0K | Q2 2026 |
| Atom Investors LP$1.4B AUM | 0.02% | $286,959 | 23.4K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.02% | $11M | 910.1K | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.01% | $251,740 | 20.5K | Q1 2026OLDER |
| Clear Harbor Asset Management, LLC$1.4B AUM | 0.01% | $159,640 | 13.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $184,200 | 15.0K | Q1 2026OLDER |
| Wilkinson Global Asset Management LLC$1.3B AUM | 0.01% | $122,800 | 10.0K | Q1 2026OLDER |
| High Note Wealth, LLC$509M AUM | 0.01% | $47,217 | 3.8K | Q1 2026OLDER |
| Blackstone Inc.$25.6B AUM | 0.01% | $2M | 173.6K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $7,550 | 638 | Q4 2025OLDER |
| Crews Bank & Trust$690M AUM | 0.00% | $26,795 | 2.2K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.00% | $152,886 | 12.4K | Q1 2026OLDER |
| Napier Financial, LLC$436M AUM | 0.00% | $15,055 | 1.2K | Q1 2026OLDER |
| Colonial Trust Advisors$1.3B AUM | 0.00% | $42,980 | 3.5K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $157,282 | 12.8K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $55,714 | 4.5K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $313,140 | 25.5K | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $907,210 | 73.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $59,209 | 5.0K | Q3 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $61,400 | 5.0K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $2M | 129.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $539,590 | 43.9K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $20,127 | 1.6K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $477,116 | 40.3K | Q3 2025OLDER |
| BARRETT & COMPANY, INC.$291M AUM | 0.00% | $1,954 | 165 | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 659.9K | Q1 2026OLDER |
| Walleye Capital LLC$24.0B AUM | 0.00% | $168,613 | 14.2K | Q4 2025OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $4,677 | 395 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $80,201 | 6.8K | Q4 2025OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,093 | 89 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 93.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $93,660 | 7.6K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $353,848 | 28.8K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $246,774 | 20.9K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $110,520 | 9.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $13,695 | 1.1K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,384 | 357 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $578,733 | 47.1K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $67,951 | 5.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $349,379 | 28.5K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $155,919 | 12.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $526,260 | 42.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $440,287 | 35.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,517 | 205 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $977,501 | 82.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $456,583 | 37.2K | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $17,374 | 1.4K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $12,280 | 1.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $139,339 | 11.3K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $12,280 | 1.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $7,104 | 600 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $55,162 | 4.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $40,064 | 3.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $139,712 | 11.8K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $170,804 | 14.4K | Q4 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $26,844 | 2.2K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $14,171 | 1.2K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $28,883 | 2.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $26,000 | 2.2K | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $1,596 | 130 | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $1,228 | 100 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $47,892 | 3.9K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $1,658 | 135 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $12 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.