Star Group, L.p.: which funds bought and sold

Institutions that bought and sold Star Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 26 institutions that filed 13F reports for both quarters added to or opened positions in Star Group, and 20 cut or closed them. Together they sold a net 10K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 29K shares (−2.4%); index fund managers were net buyers of 16K shares (+400.0%). 7 opened a new position and 4 sold out entirely.

Bought, Q2 2026 26 institutions, 7 of them new holders Sold, Q2 2026 20 institutions, 4 of them sold out

Net change, all compared −10K shares (−0.1%)

Net change, active managers −29K shares (−2.4%), 2 bought, 5 sold

Buyers versus sellers

institutions compared, 75

26 bought 29 20 sold

Active managers and hedge funds 2 bought · 5 sold · −29K

Index fund managers 1 bought · 0 sold · +16K

Other institutions 23 bought · 15 sold · +3,525

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Maridea Wealth Management LLC	+43K New position	43K	$549,745
Citadel Advisors LLC Hedge fund	+22K +42.0%	73K	$943,483
Mgo One Seven LLC	+20K New position	20K	$257,609
Blackrock, Inc. Index funds	+16K +400.0%	20K	$250,393
Goldman Sachs Group Inc	+13K +35.7%	50K	$648,060
Washington Trust Co	+13K New position	13K	$166,920
Newedge Advisors, LLC	+11K New position	11K	$146,838
Summit Trail Advisors, LLC	+8,000 +0.4%	2.0M	$26.1M
Jane Street Group, LLC	+6,390 +50.1%	19K	$245,822
Greenwood Gearhart LLC	+5,800 +28.3%	26K	$337,692
Integrated Wealth Concepts LLC	+3,100 New position	3,100	$39,804
Arrowstreet Capital, Limited Partnership Hedge fund	+3,006 +2.3%	132K	$1.7M
Catherine Avery Investment Management LLC	+808 New position	808	$10,375
Wells Fargo & Company	+675 +1.4%	48K	$613,797
Silver Grove Financial Group, Inc.	+490 New position	490	$6,292
Royal Bank Of Canada	+265 +12.5%	2,390	$31,000
Commonwealth Equity Services, LLC	+261 +0.6%	44K	$567,560
Stonex Group Inc.	+100 +0.7%	15K	$193,857
Roxbury Financial LLC	+70 +0.7%	9,980	$128,148
Simplex Trading, LLC	+57 +4.9%	1,211	$15,549

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+22K +42.0%	73K	$943,483
Arrowstreet Capital, Limited Partnership Hedge fund	+3,006 +2.3%	132K	$1.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	−54K −8.2%	606K	$7.9M
Renaissance Technologies LLC Hedge fund	−29K −3.2%	881K	$11.3M
Atom Investors LP	−23K Sold out	0	—
American Century Companies Inc Active manager	−13K Sold out	0	—
Acadian Asset Management LLC Active manager	−11K Sold out	0	—
Alphacentric Advisors LLC	−9,777 −46.0%	11K	$147,172
Crossingbridge Advisors, LLC	−9,777 −8.9%	100K	$1.3M
Blackstone Inc.	−7,719 −4.4%	166K	$2.1M
Fifth Third Bancorp	−7,032 −92.2%	595	$7,640
LPL Financial LLC	−4,934 −17.3%	24K	$301,956
UBS Group AG	−3,850 −10.7%	32K	$410,931
Millennium Management LLC Hedge fund	−1,459 −5.1%	27K	$351,251
BNP Paribas Financial Markets	−920 −20.5%	3,572	$45,864
Parsons Capital Management Inc	−800 −1.5%	52K	$667,758
Kingsview Wealth Management, LLC	−400 −3.1%	12K	$159,319
Brown Advisory Inc Active manager	−353 −0.5%	74K	$944,048
Tower Research Capital LLC (TRC)	−205 Sold out	0	—
Citigroup Inc	−166 −7.6%	2,020	$25,937
Morgan Stanley	−152 −0.2%	80K	$1M
Sbi Securities Co., Ltd.	−2 −0.6%	355	$4,558

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Renaissance Technologies LLC Hedge fund	−29K −3.2%	881K	$11.3M
American Century Companies Inc Active manager	−13K Sold out	0	—
Acadian Asset Management LLC Active manager	−11K Sold out	0	—
Millennium Management LLC Hedge fund	−1,459 −5.1%	27K	$351,251
Brown Advisory Inc Active manager	−353 −0.5%	74K	$944,048

New positions

largest by value

Institution	Shares	Value June 30, 2026
Maridea Wealth Management LLC	43K	$549,745
Mgo One Seven LLC	20K	$257,609
Washington Trust Co	13K	$166,920
Newedge Advisors, LLC	11K	$146,838
Integrated Wealth Concepts LLC	3,100	$39,804
Catherine Avery Investment Management LLC	808	$10,375
Silver Grove Financial Group, Inc.	490	$6,292

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Atom Investors LP	23K	$286,959
American Century Companies IncActive manager	13K	$155,919
Acadian Asset Management LLCActive manager	11K	$129,000
Tower Research Capital LLC (TRC)	205	$2,517

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 72
Ten largest holders: 91.4%
Index fund managers: 0.1%
Active managers and hedge funds: 8.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	2	5	0	2	−29K	−2.4%
Index fund managers	1	0	0	0	+16K	+400.0%
Other institutions	23	15	7	2	+3,525	+0.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Star Group.

Only managers that filed a holdings report for both quarters are compared (75 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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