SGU Star Group, L.P.
Star Group, L.P. (SGU) Institutional Ownership
What the institutions did with SGU last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Lubar & Co., Inc | 1.3M | 67.8% |
| Joel Isaacson & Co., LLC | 192.0K | 10.0% |
| DOLIVER ADVISORS, LP | 139.9K | 7.3% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 50.8K | 2.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 44.5K | 2.3% |
| GREENWOOD GEARHART LLC | 26.3K | 1.4% |
| LPL Financial LLC | 21.6K | 1.1% |
| ACADIAN ASSET MANAGEMENT LLC | 20.8K | 1.1% |
| Concurrent Investment Advisors, LLC | 19.5K | 1.0% |
| StoneX Group Inc. | 16.9K | 0.9% |
| Marquette Asset Management, LLC | 15.0K | 0.8% |
| Clear Harbor Asset Management, LLC | 13.0K | 0.7% |
| MTM Investment Management, LLC | 12.1K | 0.6% |
| Roxbury Financial LLC | 10.0K | 0.5% |
| US BANCORP \DE\ | 9.0K | 0.5% |
| Spire Wealth Management | 4.5K | 0.2% |
| High Note Wealth, LLC | 3.8K | 0.2% |
| CITIGROUP INC | 2.4K | 0.1% |
| BARCLAYS PLC | 2.4K | 0.1% |
| UMB Bank, n.a. | 2.3K | 0.1% |
| SIMPLEX TRADING, LLC | 1.9K | 0.1% |
| TD Waterhouse Canada Inc. | 1.4K | 0.1% |
| Farther Finance Advisors, LLC | 1.1K | 0.1% |
| PNC Financial Services Group, Inc. | 1.0K | 0.1% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 900 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 20.8K | +20.8K |
| MGO ONE SEVEN LLC | Sold Out | 20.1K | 0 | -20.1K |
| Concurrent Investment Advisors, LLC | New | 0 | 19.5K | +19.5K |
| WASHINGTON TRUST Co | Sold Out | 13.0K | 0 | -13.0K |
| AlphaCentric Advisors LLC | Sold Out | 11.5K | 0 | -11.5K |
| LPL Financial LLC | Reduced | 23.5K | 21.6K | -1.9K |
| StoneX Group Inc. | Increased | 15.1K | 16.9K | +1.8K |
| PARSONS CAPITAL MANAGEMENT INC/RI | Reduced | 52.0K | 50.8K | -1.2K |
| PNC Financial Services Group, Inc. | New | 0 | 1.0K | +1.0K |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 900 | +900 |
| SIMPLEX TRADING, LLC | Increased | 1.2K | 1.9K | +689 |
| Latitude Advisors, LLC | New | 0 | 401 | +401 |
| CITIGROUP INC | Increased | 2.0K | 2.4K | +334 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 44.2K | 44.5K | +268 |
| SBI Securities Co., Ltd. | Reduced | 355 | 284 | -71 |
| Joel Isaacson & Co., LLC | Increased | 192.0K | 192.0K | +37 |
| Roxbury Financial LLC | Increased | 10.0K | 10.0K | +29 |
| MTM Investment Management, LLC | Increased | 12.1K | 12.1K | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.