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Star Group (SGU) Institutional Ownership

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$12.95 +0.12 (+0.97%)
As of 11:15 AM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Star Group (NYSE:SGU)

Current
Institutional Ownership
Percentage
40.36%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$18.76M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$16.15M
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SGU Institutional Buying and Selling by Quarter

Star Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026 Renaissance Technologies LLC910,108$11.18M0.0%+1.1%2.772%
5/14/2026 Arrowstreet Capital Limited Partnership129,080$1.59M0.0%+14.7%0.393%
5/7/2026 AlphaCentric Advisors LLC21,239$261K0.3%N/A0.065%
5/7/2026 Greenwood Gearhart LLC20,500$252K0.0%N/A0.062%
5/1/2026 Fifth Third Bancorp7,627$94K0.0%-26.6%0.023%
2/18/2026 Millennium Management LLC12,034$142K0.0%-47.8%0.037%
2/17/2026 Atom Investors LP20,586$244K0.0%+11.4%0.063%
2/17/2026 Royal Bank of Canada2,163$25K0.0%+5,446.2%0.007%
2/16/2026 Brown Advisory Inc.74,003$876K0.0%-3.2%0.225%
2/13/2026 Kestra Advisory Services LLC6,774$80K0.0%N/A0.021%
2/13/2026 Hyperion Capital Advisors LP25,400$301K0.1%-13.6%0.077%
2/12/2026 Renaissance Technologies LLC899,827$10.65M0.0%-3.1%2.728%
2/11/2026 LPL Financial LLC17,169$203K0.0%+14.6%0.052%
2/11/2026 JPMorgan Chase & Co.657,956$7.79M0.0%-4.6%1.995%
2/10/2026 Goldman Sachs Group Inc.31,891$378K0.0%+77.1%0.097%
2/3/2026 Lubar & Co. Inc1,295,985$15.34M11.4%N/A3.930%
2/2/2026 Fifth Third Bancorp10,392$123K0.0%-19.4%0.032%
1/27/2026 Round Rock Advisors LLC20,961$248K0.0%+49.7%0.064%
1/1/2026 JPMorgan Chase & Co.689,799$8.16M0.0%-5.3%2.092%
11/17/2025 Millennium Management LLC23,036$273K0.0%-41.9%0.069%
11/17/2025Bank of America Corp DE11,844$140K0.0%+91.7%0.035%
11/14/2025 Two Sigma Investments LP40,331$477K0.0%-7.7%0.120%
11/14/2025Cove Street Capital LLC25,600$303K0.4%+46.3%0.076%
11/13/2025 Arrowstreet Capital Limited Partnership104,083$1.23M0.0%+91.2%0.310%
11/13/2025 UBS Group AG52,025$615K0.0%+6.8%0.155%
11/12/2025 Victory Capital Management Inc.20,860$247K0.0%-55.2%0.062%
11/12/2025 Kingsview Wealth Management LLC12,708$150K0.0%N/A0.038%
11/7/2025 GSA Capital Partners LLP35,534$420K0.0%+23.0%0.106%
11/7/2025 Fifth Third Bancorp12,892$153K0.0%-20.9%0.038%
11/7/2025 JPMorgan Chase & Co.689,799$8.16M0.0%-5.3%2.053%
10/30/2025 Locust Wood Capital Advisers LLC138,600$1.64M0.0%-4.2%0.412%
9/4/2025 Osaic Holdings Inc.5,199$61K0.0%+181.5%0.015%
8/15/2025 Hyperion Capital Advisors LP29,400$344K0.2%N/A0.085%
8/14/2025 Raymond James Financial Inc.7,643$89K0.0%N/A0.022%
8/13/2025 Brown Advisory Inc.548,862$6.42M0.0%-42.2%1.588%
8/13/2025 Locust Wood Capital Advisers LLC144,612$1.69M0.0%-3.9%0.418%
8/13/2025 Arrowstreet Capital Limited Partnership54,443$637K0.0%+60.4%0.157%
8/12/2025 Bandera Partners LLC2,745,360$32.12M14.5%-20.3%7.941%
8/12/2025 JPMorgan Chase & Co.728,570$8.52M0.0%-4.9%2.108%
7/15/2025 Fifth Third Bancorp16,296$191K0.0%N/A0.047%
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6/27/2025 Goldman Sachs Group Inc.17,494$231K0.0%N/A0.051%
5/21/2025Acadian Asset Management LLC28,409$373K0.0%-38.8%0.082%
5/16/2025Goldman Sachs Group Inc.17,494$231K0.0%N/A0.051%
5/14/2025Hartree Partners LP3,314,616$43.69M15.7%+6.1%9.589%
5/12/2025Locust Wood Capital Advisers LLC150,535$1.98M0.1%-8.6%0.435%
4/30/2025Brown Advisory Inc.950,160$12.52M0.0%-1.8%2.749%
4/25/2025Joel Isaacson & Co. LLC191,832$2.53M0.1%N/A0.555%
2/18/2025Monograph Wealth Advisors LLC13,444$155K0.0%-55.4%0.039%
2/17/2025Two Sigma Investments LP46,994$542K0.0%-19.2%0.136%
2/17/2025Oakcliff Capital Partners LP1,099,239$12.69M6.5%-0.6%3.179%
2/17/2025Millennium Management LLC29,206$337K0.0%-43.5%0.084%
2/17/2025Blackstone Inc.153,090$1.77M0.0%-0.8%0.443%
2/17/2025Cary Street Partners Financial LLC12,450$144K0.0%N/A0.036%
2/17/2025Brown Advisory Inc.967,171$11.16M0.0%-3.5%2.797%
2/17/2025Bank of America Corp DE5,201$60K0.0%-32.4%0.015%
2/14/2025MGO One Seven LLC17,193$198K0.0%+7.9%0.050%
2/14/2025State of Tennessee Department of Treasury2,242$26K0.0%N/A0.006%
2/13/2025Renaissance Technologies LLC962,745$11.11M0.0%-1.2%2.784%
2/13/2025Wells Fargo & Company MN86,671$1M0.0%-3.7%0.251%
2/12/2025JPMorgan Chase & Co.618,189$7.13M0.0%-0.7%1.788%
2/11/2025LPL Financial LLC17,932$207K0.0%+7.7%0.052%
2/6/2025Jones Financial Companies Lllp2,339$27K0.0%N/A0.007%
1/30/2025Roxbury Financial LLC9,599$122K0.1%N/A0.028%
1/29/2025MTM Investment Management LLC12,126$140K0.1%-15.9%0.035%
1/23/2025Crews Bank & Trust2,182$25K0.0%N/A0.006%
12/26/2024JPMorgan Chase & Co.622,573$7.31M0.0%+12.0%1.800%
11/5/2024Victory Capital Management Inc.48,224$566K0.0%N/A0.139%
11/5/2024GSA Capital Partners LLP22,884$269K0.0%+89.4%0.066%
8/9/2024Renaissance Technologies LLC998,445$10.62M0.0%+0.3%2.834%
8/8/2024American Century Companies Inc.11,686$124K0.0%N/A0.033%
8/6/2024Acadian Asset Management LLC22,024$232K0.0%N/A0.063%
7/31/2024Commonwealth Equity Services LLC40,265$428K0.0%-15.6%0.114%
7/26/2024MTM Investment Management LLC14,422$153K0.1%-15.8%0.041%
7/18/2024Cove Street Capital LLC18,500$197K0.1%+15.6%0.053%
5/16/2024California State Teachers Retirement System27,164$272K0.0%-4.5%0.077%
5/16/2024Blackstone Inc.116,684$1.17M0.0%+36.5%0.331%
5/8/2024Locust Wood Capital Advisers LLC164,620$1.65M0.1%-2.5%0.463%
5/7/2024Cove Street Capital LLC16,000$160K0.1%-6.0%0.045%
5/7/2024Swiss National Bank59,703$598K0.0%-5.5%0.168%
2/8/2024Brown Advisory Inc.824,913$9.51M0.0%-5.8%2.318%
2/6/2024Swiss National Bank63,203$729K0.0%-4.4%0.178%
11/9/2023Cove Street Capital LLC17,023$202K0.1%-21.6%0.048%
11/8/2023J.P. Morgan Private Wealth Advisors LLC15,100$182K0.0%-24.5%0.042%
10/25/2023Brown Advisory Inc.875,535$10.53M0.0%+5.0%2.459%
8/14/2023Oakcliff Capital Partners LP1,105,928$15.11M10.1%-0.8%3.107%
8/11/2023Cove Street Capital LLC21,700$296K0.1%-18.4%0.061%
8/11/2023Hartree Partners LP3,123,253$42.66M21.2%+8.8%8.773%
8/10/2023Bandera Partners LLC3,445,360$47.06M20.0%-0.6%9.678%
7/31/2023Brown Advisory Inc.834,214$11.40M0.0%-6.8%2.343%
7/28/2023MTM Investment Management LLC17,115$234K0.1%-25.9%0.048%
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7/24/2023Ellsworth Advisors LLC29,831$407K0.1%N/A0.084%
7/19/2023Teacher Retirement System of Texas14,198$194K0.0%-43.2%0.040%
5/11/2023Hartree Partners LP2,870,093$37.23M23.9%+145.3%8.044%
5/8/2023Brown Advisory Inc.895,335$11.61M0.0%-27.6%2.509%
5/5/2023Cove Street Capital LLC26,600$345K0.1%-33.7%0.075%
5/5/2023Locust Wood Capital Advisers LLC171,616$2.23M0.1%-24.6%0.481%
5/3/2023MTM Investment Management LLC23,102$300K0.2%-25.7%0.065%
4/18/2023HM Payson & Co.6,000$78K0.0%-24.1%0.017%
4/17/2023Parsons Capital Management Inc. RI53,806$698K0.1%-22.9%0.151%
2/15/2023Nantahala Capital Management LLC12,681$153K0.0%N/A0.035%


SGU Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 institutional investors and hedge funds held shares of Star Group. The most heavily invested institutionals were Hartree Partners LP ($43.69M), Bandera Partners LLC ($32.12M), Lubar & Co. Inc ($15.34M), Oakcliff Capital Partners LP ($12.69M), Renaissance Technologies LLC ($11.18M), JPMorgan Chase & Co. ($7.79M), and Joel Isaacson & Co. LLC ($2.53M).Learn more on Star Group's institutional investors.

40.36% of Star Group's stock is owned by institutional investors. Learn more on SGU's institutional investor holdings.

Of the 32 institutional investors that purchased Star Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lubar & Co. Inc ($1.30M), Joel Isaacson & Co. LLC ($191.83K), Hartree Partners LP ($191.36K), Arrowstreet Capital Limited Partnership ($86.68K), JPMorgan Chase & Co. ($66.81K), Goldman Sachs Group Inc. ($48.88K), and Victory Capital Management Inc. ($48.22K).

Institutional investors have bought a total of 1,579,372 shares in the last 24 months. This purchase volume represents approximately $18.76M in transactions.

Of the 11 institutional investors that sold Star Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bandera Partners LLC ($700K), Brown Advisory Inc. ($403.78K), JPMorgan Chase & Co. ($147.08K), Renaissance Technologies LLC ($28.62K), Millennium Management LLC ($27.62K), Victory Capital Management Inc. ($25.68K), and Acadian Asset Management LLC ($18.04K).

Institutional investors have sold a total of 1,378,773 shares in the last 24 months. This volume of shares sold represents approximately $16.15M in transactions.



This page (NYSE:SGU) was last updated on 5/19/2026 by MarketBeat.com Staff.
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