Institutional Ownership Star Group, L.P. (SGU)
This table provides information about the institutional ownership of Star Group, L.P. (SGU). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 7.23 Million shares, which have been reported (via 13F filing form) to have a value of $86.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
20,860
shares
|
$249,276
0.0% of portfolio
|
Q3 2025
Reduced 55.18%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
18,476
shares
|
$220,788
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
18,004
shares
|
$215,147
0.0% of portfolio
|
Q3 2025
Added 18.96%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,100
shares
|
$180,445
0.0% of portfolio
|
Q3 2023
Reduced 24.5%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
15,000
shares
|
$179,250
0.03% of portfolio
|
Q1 2019
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$179,250
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
14,981
shares
|
$179,022
0.0% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
14,964
shares
|
$178,819
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
14,000
shares
|
$167,300
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
13,000
shares
|
$155,350
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
12,892
shares
|
$154,059
0.0% of portfolio
|
Q3 2025
Reduced 20.89%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
12,708
shares
|
$151,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
12,697
shares
|
$151,729
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
12,450
shares
|
$148,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
12,131
shares
|
$144,965
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11,844
shares
|
$141,535
0.0% of portfolio
|
Q3 2025
Added 91.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
11,376
shares
|
$135,943
0.0% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
11,011
shares
|
$131,581
0.0% of portfolio
|
Q2 2024
Reduced 84.69%
|
|
|
Wilkinson Global Asset Management LLC
|
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$119,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
9,795
shares
|
$117,050
0.11% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
9,000
shares
|
$107,550
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,187
shares
|
$61,984
0.0% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,005
shares
|
$59,809
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,000
shares
|
$59,750
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,537
shares
|
$54,217
0.0% of portfolio
|
Q2 2025
Reduced 6.2%
|
|