Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SGU held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Hartree Partners, LP | 3.4M | $41.8M | 0.0% | 10.344% | 9.03% |
| 2 | Bandera Partners LLC | 2.7M | $33.7M | 0.0% | 8.350% | 15.25% |
| 3 | Summit Trail Advisors, LLC | 2.0M | $24.8M | — | 6.150% | 0.36% |
| 4 | Lubar & Co., Inc | 1.3M | $15.9M | 0.0% | 3.942% | 13.37% |
| 5 | Oakcliff Capital Partners, LP | 1.1M | $13.5M | 0.0% | 3.343% | 5.96% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 910K | $11.2M | +1.1% | 2.768% | 0.02% |
| 7 | Joel Isaacson & Co., LLC | 192K | $2.4M | +0.0% | 0.584% | 0.08% |
| 8 | Blackstone Inc | 174K | $2.1M | 0.0% | 0.528% | 0.01% |
| 9 | DOLIVER ADVISORS, LP | 140K | $1.7M | 0.0% | 0.426% | 0.39% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 129K | $1.6M | +14.7% | 0.393% | 0.00% |
| 11 | Crossingbridge Advisors, LLC | 110K | $1.3M | — | 0.334% | 0.24% |
| 12 | MORGAN STANLEY | 80K | $983K | -3.0% | 0.244% | 0.00% |
| 13 | BROWN ADVISORY INC | 74K | $907K | -0.2% | 0.225% | 0.00% |
| 14 | PARSONS CAPITAL MANAGEMENT INC/RI | 53K | $648K | 0.0% | 0.161% | 0.03% |
| 15 | WELLS FARGO & COMPANY/MN | 47K | $579K | +11.9% | 0.143% | 0.00% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 44K | $540K | +29.2% | 0.134% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 37K | $457K | +16.6% | 0.113% | 0.00% |
| 18 | UBS Group AG | 36K | $440K | -2.2% | 0.109% | 0.00% |
| 19 | MILLENNIUM MANAGEMENT LLC | 29K | $354K | +139.5% | 0.088% | 0.00% |
| 20 | LPL Financial LLC | 28K | $349K | +65.7% | 0.086% | 0.00% |
| 21 | WILEY BROS.-AINTREE CAPITAL, LLC | 26K | $313K | 0.0% | 0.078% | 0.00% |
| 22 | Hyperion Capital Advisors LP | 25K | $312K | 0.0% | 0.077% | 0.15% |
| 23 | Atom Investors LP | 23K | $287K | +13.5% | 0.071% | 0.02% |
| 24 | AlphaCentric Advisors LLC | 21K | $261K | — | 0.065% | 0.26% |
| 25 | Round Rock Advisors, LLC | 21K | $257K | 0.0% | 0.064% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SGU — a direct measure of their conviction.
Filings activity in SGU during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 66 | 1.5% | 38.37% | +5.76 pp | $159M | +18% |
| Q4 2025 | 67 | +3.1% | 32.61% | +2.78 pp | $135M | +9.3% |
| Q3 2025 | 65 | +0.0% | 29.83% | 0.95 pp | $124M | 3.1% |
| Q2 2025 | 65 | +1.6% | 30.78% | 6.92 pp | $128M | 18% |
| Q1 2025 | 64 | +1.6% | 37.70% | +6.09 pp | $157M | +19% |
| Q4 2024 | 63 | +0.0% | 31.61% | 0.94 pp | $131M | 2.9% |
| Q3 2024 | 63 | +3.3% | 32.55% | +3.27 pp | $135M | +11% |
| Q2 2024 | 61 | — | 29.28% | — | $122M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SGU stock.
Based on Q1 2026 13F filings, institutional ownership of Star Group, L.P. stands at 38.4%, held across 66 reporting institutions.
Hartree Partners, LP is the largest reported institutional holder of SGU, with approximately 3,400,907 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SGU, including RENAISSANCE TECHNOLOGIES LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for SGU is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in SGU during Q1 2026, while 8 fully exited. 53 added to existing positions and 5 trimmed.
SGU institutional ownership rose by 5.76 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 93.3% of all reported 13F value in SGU, and the top 25 account for 98.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Star Group, L.P. (SGU) Institutional Ownership