STAR GROUP LP SGU

US Consumer discretionary Retail-Retail Stores, NEC
$12.88
0.0%
52w: $10.70 – $13.45

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
10.7012.0713.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
69
+2 QoQ
13F value
$169.0M
+24.1% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.5×
$322K calls / $588K puts

Institutional value by quarter

$151.4M
Q1 2024
$131.1M
Q2 2024
$145.2M
Q3 2024
$133.1M
Q4 2024
$157.8M
Q1 2025
$129.4M
Q2 2025
$133.0M
Q3 2025
$136.1M
Q4 2025
$169.0M
Q1 2026

Number of holders

70
Q1 2024
64
Q2 2024
65
Q3 2024
66
Q4 2024
65
Q1 2025
67
Q2 2025
65
Q3 2025
67
Q4 2025
69
Q1 2026

Who owns SGU?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Hartree Partners, LP ★2Fundamental diversified3.4M$41.8M9.1%Held
Bandera Partners LLC ★3Fundamental concentrated2.7M$33.7M15.2%Held
Summit Trail Advisors, LLC Other2.0M$24.8M0.4%New
Lubar & Co., Inc ★2Fundamental diversified1.3M$15.9M13.4%Held
Oakcliff Capital Partners, LP ★3Fundamental concentrated1.1M$13.5M6.0%Held
RENAISSANCE TECHNOLOGIES LLC Quant stat arb910.1K$11.2M0.0%+1.1%
JPMORGAN CHASE & CO Bank broker659.9K$8.2M0.0%+0.3%
Joel Isaacson & Co., LLC Wealth advisor192.0K$2.4M0.1%0.0%
Blackstone Inc. Other173.6K$2.1M0.0%Held
DOLIVER ADVISORS, LP ★2Fundamental diversified139.9K$1.7M0.4%Held
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb129.1K$1.6M0.0%+14.7%
Crossingbridge Advisors, LLC ★2Fundamental diversified109.8K$1.3M0.3%New
MORGAN STANLEY Bank broker80.1K$983K0.0%-3.0%
BROWN ADVISORY INC Diversified mechanical73.9K$907K0.0%-0.2%
PARSONS CAPITAL MANAGEMENT INC/RI Other52.8K$648K0.0%Held
CITADEL ADVISORS LLC Multistrat pod51.7K$635K0.0%New
WELLS FARGO & COMPANY/MN Bank broker47.1K$579K0.0%+11.9%
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor43.9K$540K0.0%+29.2%
GOLDMAN SACHS GROUP INC Bank broker37.2K$457K0.0%+16.6%
GSA CAPITAL PARTNERS LLP Diversified mechanical36.5K$449K0.0%-2.7%
UBS Group AG Bank broker35.9K$440K0.0%-2.2%
MILLENNIUM MANAGEMENT LLC Multistrat pod28.8K$354K0.0%+139.4%
LPL Financial LLC Bank broker28.5K$349K0.0%+65.7%
&PARTNERS Diversified mechanical25.5K$313K0.0%Held
Hyperion Capital Advisors LP ★2Fundamental diversified25.4K$312K0.2%Held
Atom Investors LP Quant stat arb23.4K$287K0.0%+13.5%
AlphaCentric Advisors LLC Other21.2K$261K0.3%New
Round Rock Advisors LLC Wealth advisor21.0K$257K0.0%Held
GREENWOOD GEARHART LLC Wealth advisor20.5K$252K0.0%New
StoneX Group Inc. Wealth advisor15.0K$184K0.0%0.0%
Marquette Asset Management, LLC Wealth advisor15.0K$184K0.0%Held
Clear Harbor Asset Management, LLC Other13.0K$160K0.0%Held
Kingsview Wealth Management, LLC Wealth advisor12.8K$157K0.0%Held
JANE STREET GROUP, LLC Market maker12.8K$157K0.0%New
AMERICAN CENTURY COMPANIES INC Diversified mechanical12.7K$156K0.0%Held
CARY STREET PARTNERS FINANCIAL LLC Wealth advisor12.4K$153K0.0%Held
MTM Investment Management, LLC Other12.1K$149K0.0%0.0%
AMERIPRISE FINANCIAL INC Bank broker11.3K$139K0.0%0.0%
ACADIAN ASSET MANAGEMENT LLC Quant stat arb10.6K$129K0.0%-48.9%
Wilkinson Global Asset Management LLC ★2Fundamental diversified10.0K$123K0.0%Held
Roxbury Financial LLC Other9.9K$122K0.1%+0.5%
US BANCORP \DE\ Wealth advisor9.0K$111K0.0%Held
FIFTH THIRD BANCORP Diversified mechanical7.6K$94K0.0%-26.6%
OSAIC HOLDINGS, INC. Wealth advisor5.5K$68K0.0%+3.7%
HM PAYSON & CO Diversified mechanical5.0K$61K0.0%Held
Spire Wealth Management Wealth advisor4.5K$56K0.0%Held
BNP PARIBAS FINANCIAL MARKETS Bank broker4.5K$55K0.0%+69.7%
BlackRock, Inc. Index provider3.9K$48K0.0%-82.4%
High Note Wealth, LLC Wealth advisor3.8K$47K0.0%Held
Colonial Trust Advisors Other3.5K$43K0.0%Held

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