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 June 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 |
|---|---|---|
| Hartree Partners, LP | 3.4M | 24.8% |
| Bandera Partners LLC | 2.7M | 20.0% |
| Summit Trail Advisors, LLC | 2.0M | 14.8% |
| Lubar & Co., Inc | 1.3M | 9.4% |
| Oakcliff Capital Partners, LP | 1.1M | 8.0% |
| RENAISSANCE TECHNOLOGIES LLC | 881.0K | 6.4% |
| JPMORGAN CHASE & CO | 605.8K | 4.4% |
| Joel Isaacson & Co., LLC | 192.0K | 1.4% |
| Blackstone Inc. | 165.9K | 1.2% |
| DOLIVER ADVISORS, LP | 139.9K | 1.0% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 132.1K | 1.0% |
| Crossingbridge Advisors, LLC | 100.0K | 0.7% |
| MORGAN STANLEY | 79.9K | 0.6% |
| BROWN ADVISORY INC | 73.5K | 0.5% |
| CITADEL ADVISORS LLC | 73.5K | 0.5% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 52.0K | 0.4% |
| GOLDMAN SACHS GROUP INC | 50.5K | 0.4% |
| WELLS FARGO & COMPANY/MN | 47.8K | 0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 44.2K | 0.3% |
| Maridea Wealth Management LLC | 42.8K | 0.3% |
| GSA CAPITAL PARTNERS LLP | 36.5K | 0.3% |
| UBS Group AG | 32.0K | 0.2% |
| MILLENNIUM MANAGEMENT LLC | 27.4K | 0.2% |
| GREENWOOD GEARHART LLC | 26.3K | 0.2% |
| &PARTNERS | 25.5K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | Reduced | 659.9K | 605.8K | -54.1K |
| Maridea Wealth Management LLC | New | 0 | 42.8K | +42.8K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 910.1K | 881.0K | -29.1K |
| Atom Investors LP | Sold Out | 23.4K | 0 | -23.4K |
| CITADEL ADVISORS LLC | Increased | 51.7K | 73.5K | +21.8K |
| MGO ONE SEVEN LLC | New | 0 | 20.1K | +20.1K |
| BlackRock, Inc. | Increased | 3.9K | 19.5K | +15.6K |
| GOLDMAN SACHS GROUP INC | Increased | 37.2K | 50.5K | +13.3K |
| WASHINGTON TRUST Co | New | 0 | 13.0K | +13.0K |
| AMERICAN CENTURY COMPANIES INC | Sold Out | 12.7K | 0 | -12.7K |
| NewEdge Advisors, LLC | New | 0 | 11.4K | +11.4K |
| ACADIAN ASSET MANAGEMENT LLC | Sold Out | 10.6K | 0 | -10.6K |
| Crossingbridge Advisors, LLC | Reduced | 109.8K | 100.0K | -9.8K |
| AlphaCentric Advisors LLC | Reduced | 21.2K | 11.5K | -9.8K |
| Summit Trail Advisors, LLC | Increased | 2.0M | 2.0M | +8.0K |
| Blackstone Inc. | Reduced | 173.6K | 165.9K | -7.7K |
| FIFTH THIRD BANCORP | Reduced | 7.6K | 595 | -7.0K |
| JANE STREET GROUP, LLC | Increased | 12.8K | 19.1K | +6.4K |
| GREENWOOD GEARHART LLC | Increased | 20.5K | 26.3K | +5.8K |
| LPL Financial LLC | Reduced | 28.5K | 23.5K | -4.9K |
| UBS Group AG | Reduced | 35.9K | 32.0K | -3.9K |
| Integrated Wealth Concepts LLC | New | 0 | 3.1K | +3.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 129.1K | 132.1K | +3.0K |
| UMB Bank, n.a. | New | 0 | 2.3K | +2.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 28.8K | 27.4K | -1.5K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 4.5K | 3.6K | -920 |
| Catherine Avery Investment Management LLC | New | 0 | 808 | +808 |
| PARSONS CAPITAL MANAGEMENT INC/RI | Reduced | 52.8K | 52.0K | -800 |
| WELLS FARGO & COMPANY/MN | Increased | 47.1K | 47.8K | +675 |
| Silver Grove Financial Group, Inc. | New | 0 | 490 | +490 |
| Kingsview Wealth Management, LLC | Reduced | 12.8K | 12.4K | -400 |
| BROWN ADVISORY INC | Reduced | 73.9K | 73.5K | -353 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 43.9K | 44.2K | +261 |
| ROYAL BANK OF CANADA | Increased | 2.2K | 2.4K | +226 |
| Tower Research Capital LLC (TRC) | Sold Out | 205 | 0 | -205 |
| CITIGROUP INC | Reduced | 2.2K | 2.0K | -166 |
| MORGAN STANLEY | Reduced | 80.1K | 79.9K | -152 |
| StoneX Group Inc. | Increased | 15.0K | 15.1K | +100 |
| Roxbury Financial LLC | Increased | 9.9K | 10.0K | +70 |
| SIMPLEX TRADING, LLC | Increased | 1.2K | 1.2K | +57 |
| Joel Isaacson & Co., LLC | Increased | 192.0K | 192.0K | +35 |
| JONES FINANCIAL COMPANIES LLLP | Increased | 3.2K | 3.3K | +31 |
| Napier Financial, LLC | Increased | 1.2K | 1.2K | +19 |
| OSAIC HOLDINGS, INC. | Increased | 5.5K | 5.5K | +13 |
| GSA CAPITAL PARTNERS LLP | Increased | 36.5K | 36.5K | +5 |
| MTM Investment Management, LLC | Increased | 12.1K | 12.1K | +2 |
| SBI Securities Co., Ltd. | Reduced | 357 | 355 | -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.