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ST JOE Co

JOE
Exchange
NYSE
Industry
Land Subdividers & Developers (No Cemeteries)
SEC CIK
0000745308

No open-market purchases or sales by ST JOE Co insiders were filed in the last 90 days; 320 institutions reported holding it in 13F filings for Q2 2026, worth $3.14B in total; no superinvestor holds it.

13F holders, Q4 2021

Institutional positions in ST JOE Co as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
187
+17 vs. Q3 2021
Shares held
51.6M
+112.1K (+0.2%) vs. Q3 2021
Total value
$2.69B
+$517.8M (+23.9%) vs. Q3 2021
New holders
37
57 more added
Sold out
20
56 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting JOE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 187 institutions
Q1 2021: 183 institutionsQ2 2021: 165 institutionsQ3 2021: 171 institutionsQ4 2021: 187 institutionsQ1 2022: 202 institutionsQ2 2022: 188 institutionsQ3 2022: 180 institutionsQ4 2022: 188 institutionsQ1 2023: 185 institutionsQ2 2023: 186 institutionsQ3 2023: 224 institutionsQ4 2023: 240 institutionsQ1 2024: 241 institutionsQ2 2024: 233 institutionsQ3 2024: 240 institutionsQ4 2024: 245 institutionsQ1 2025: 278 institutionsQ2 2025: 271 institutionsQ3 2025: 275 institutionsQ4 2025: 297 institutionsQ1 2026: 320 institutionsQ2 2026: 320 institutions
Value heldQ4 2021: $2.69B
Q1 2021: $2.25BQ2 2021: $2.33BQ3 2021: $2.17BQ4 2021: $2.69BQ1 2022: $3.06BQ2 2022: $2.04BQ3 2022: $1.63BQ4 2022: $1.99BQ1 2023: $2.16BQ2 2023: $2.52BQ3 2023: $2.77BQ4 2023: $3.04BQ1 2024: $2.88BQ2 2024: $2.73BQ3 2024: $2.92BQ4 2024: $2.24BQ1 2025: $2.35BQ2 2025: $2.39BQ3 2025: $2.47BQ4 2025: $2.98BQ1 2026: $3.15BQ2 2026: $3.14B
Institutions holding JOE and their total value by quarter
QuarterHoldersValue
Q2 2026320$3.14B
Q1 2026320$3.15B
Q4 2025297$2.98B
Q3 2025275$2.47B
Q2 2025271$2.39B
Q1 2025278$2.35B
Q4 2024245$2.24B
Q3 2024240$2.92B
Q2 2024233$2.73B
Q1 2024241$2.88B
Q4 2023240$3.04B
Q3 2023224$2.77B
Q2 2023186$2.52B
Q1 2023185$2.16B
Q4 2022188$1.99B
Q3 2022180$1.63B
Q2 2022188$2.04B
Q1 2022202$3.06B
Q4 2021187$2.69B
Q3 2021171$2.17B
Q2 2021165$2.33B
Q1 2021183$2.25B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q3 2021.

Institutions holding JOE in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC25,087,490$1.31B85.40%−155,600−0.6%Reduced
Vanguard Group Inc5,168,901$269.0M0.01%+40,580+0.8%Added
BlackRock Inc.5,019,828$261.3M0.01%+82,622+1.7%Added
Price T Rowe Associates Inc3,939,083$205.0M0.02%−34,812−0.9%Reduced
Dimensional Fund Advisors LP1,525,297$79.4M0.02%−30,591−2.0%Reduced
State Street Corp1,019,009$53.0M0.00%+6,282+0.6%Added
Gamco Investors, Inc. Et Al998,200$52.0M0.44%−21,100−2.1%Reduced
Gabelli Funds LLC910,000$47.4M0.30%−10,000−1.1%Reduced
Front Street Capital Management, Inc.780,165$40.6M7.49%−3,881−0.5%Reduced
Geode Capital Management, LLC637,472$33.2M0.00%−819−0.1%Reduced
Northern Trust Corp482,009$25.1M0.00%−29,408−5.8%Reduced
Horizon Kinetics Asset Management LLC450,512$23.4M0.52%+184,660+69.5%Added
Bank of New York Mellon Corp326,315$17.0M0.00%−15,891−4.6%Reduced
Norges Bank322,155$16.8M0.00%−17,692−5.2%Reduced
Morgan Stanley321,096$16.7M0.00%+13,400+4.4%Added
Diversified Investment Strategies, LLC307,081$16.0M11.59%+2,870+0.9%Added
Charles Schwab Investment Management Inc233,957$12.2M0.00%+3,261+1.4%Added
Principal Financial Group Inc225,208$11.7M0.01%−89,807−28.5%Reduced
Nuveen Asset Management, LLC176,945$9.21M0.00%−13,726−7.2%Reduced
Empyrean Capital Partners, LP173,937$9.05M0.24%−1,063−0.6%Reduced
Intrinsic Value Partners, LLC161,707$8.42M8.97%+161,707New
Bank of America Corp148,516$7.73M0.00%−11,612−7.3%Reduced
Ameriprise Financial Inc140,907$7.33M0.00%+302+0.2%Added
Invesco Ltd.134,371$6.99M0.00%+21,543+19.1%Added
Wells Fargo & Company130,471$6.79M0.00%+15,078+13.1%Added
River Road Asset Management, LLC125,249$6.52M0.07%+33,831+37.0%Added
Parametric Portfolio Associates LLC112,857$5.87M0.00%+4,917+4.6%Added
Legal & General Group Plc96,565$5.03M0.00%+2,970+3.2%Added
Goldman Sachs Group Inc94,972$4.94M0.00%+42,144+79.8%Added
Level Four Advisory Services, LLC83,630$4.35M0.33%+83,630New
Royce & Associates LP78,800$4.10M0.03%00.0%Unchanged
First Trust Advisors LP78,618$4.09M0.00%+16,151+25.9%Added
Rhumbline Advisers77,625$4.04M0.00%+202+0.3%Added
Swiss National Bank71,400$3.72M0.00%00.0%Unchanged
JPMorgan Chase & Co68,398$3.56M0.00%+19,886+41.0%Added
Public Sector Pension Investment Board67,160$3.50M0.02%−2,019−2.9%Reduced
Forest Hill Capital, LLC65,892$3.43M0.94%00.0%Unchanged
Cutter & CO Brokerage, Inc.64,575$3.36M0.92%+902+1.4%Added
Citadel Advisors LLC57,483$2.99M0.00%−267−0.5%Reduced
Alliancebernstein L.P.51,276$2.67M0.00%+1,333+2.7%Added
Marketfield Asset Management LLC47,721$2.48M1.87%−394−0.8%Reduced
California State Teachers Retirement System45,626$2.38M0.00%+1,112+2.5%Added
Old West Investment Management, LLC44,521$2.32M1.38%+762+1.7%Added
Barclays PLC43,486$2.26M0.00%+7,741+21.7%Added
SG Americas Securities, LLC43,395$2.26M0.01%−2,922−6.3%Reduced
Russell Investments Group, Ltd.42,554$2.21M0.00%+13,780+47.9%Added
Credit Suisse AG41,755$2.17M0.00%−5,049−10.8%Reduced
NJ State Employees Deferred Compensation Plan39,000$2.03M0.26%00.0%Unchanged
UBS Asset Management Americas Inc38,105$1.98M0.00%+675+1.8%Added
Prudential Financial Inc34,895$1.82M0.00%−320−0.9%Reduced
Raymond James & Associates32,294$1.68M0.00%+446+1.4%Added
Yousif Capital Management, LLC32,030$1.67M0.02%+32,030New
Mraz, Amerine & Associates, Inc.31,120$1.62M0.42%00.0%Unchanged
Great West Life Assurance Co28,490$1.48M0.00%+149+0.5%Added
PDT Partners, LLC27,874$1.45M0.11%−5,415−16.3%Reduced
Thrivent Financial for Lutherans26,835$1.40M0.00%+181+0.7%Added
Raymond James Financial Services Advisors, Inc.26,056$1.36M0.00%+5,594+27.3%Added
Citigroup Inc25,568$1.33M0.00%+7,959+45.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,922$1.30M0.01%−80−0.3%Reduced
Comerica Bank28,178$1.28M0.01%−1,699−5.7%Reduced
New York State Common Retirement Fund24,072$1.25M0.00%−50.0%Reduced
Texas Permanent School Fund23,878$1.24M0.02%−514−2.1%Reduced
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,650$1.23M0.22%00.0%Unchanged
State of Alaska, Department of Revenue23,351$1.22M0.01%−705−2.9%Reduced
Deutsche Bank AG22,482$1.17M0.00%−6,076−21.3%Reduced
Stifel Financial Corp22,115$1.15M0.00%+4,492+25.5%Added
Royal Bank of Canada21,223$1.10M0.00%+174+0.8%Added
Pflug Koory, LLC20,694$1.08M0.54%00.0%Unchanged
American International Group, Inc.20,238$1.05M0.01%−649−3.1%Reduced
Renaissance Technologies LLC17,700$921.0K0.00%−69,500−79.7%Reduced
Manufacturers Life Insurance Company, The17,389$905.0K0.00%−176−1.0%Reduced
AQR Capital Management LLC17,125$891.0K0.00%−16,721−49.4%Reduced
Amalgamated Bank17,125$891.0K0.01%−285−1.6%Reduced
Louisiana State Employees Retirement System16,000$833.0K0.02%+100+0.6%Added
Stonegate Investment Group, LLC15,472$805.0K0.03%+15,472New
BNP Paribas Arbitrage, SA15,187$790.5K0.00%−17,228−53.1%Reduced
State of Tennessee, Treasury Department15,133$787.0K0.00%+5,080+50.5%Added
Assenagon Asset Management S.A.15,022$782.0K0.00%+22+0.1%Added
Lagoda Investment Management, L.P.14,405$750.0K0.36%+1,799+14.3%Added
State Board of Administration of Florida Retirement System14,148$736.0K0.00%−585−4.0%Reduced
Bank of Montreal14,150$731.0K0.00%−1,071−7.0%Reduced
Amundi13,859$712.0K0.00%+13,859New
Stratos Wealth Partners, LTD.13,553$705.0K0.02%−127−0.9%Reduced
Ensign Peak Advisors, Inc13,400$697.0K0.00%00.0%Unchanged
Voya Investment Management LLC13,312$693.0K0.00%−289−2.1%Reduced
Perfromance Wealth Partners, LLC13,296$692.0K0.03%+13,296New
Maryland State Retirement & Pension System13,076$681.0K0.02%+101+0.8%Added
LPL Financial LLC13,044$679.0K0.00%−316−2.4%Reduced
Cubist Systematic Strategies, LLC12,626$657.0K0.01%+12,626New
Wealthsource Partners, LLC12,250$638.0K0.05%−70−0.6%Reduced
Oregon Public Employees Retirement Fund12,104$630.0K0.01%−600−4.7%Reduced
Canada Pension Plan Investment Board12,000$625.0K0.00%−5,000−29.4%Reduced
Spire Wealth Management11,706$609.0K0.01%+1,854+18.8%Added
MetLife Investment Management11,618$604.7K0.00%00.0%Unchanged
Kercheville Advisors, LLC10,700$557.0K0.24%−5,000−31.8%Reduced
Public Employees Retirement Association of Colorado10,433$543.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.10,439$543.0K0.05%00.0%Unchanged
New York State Teachers Retirement System10,202$531.0K0.00%+200+2.0%Added
Lumbard & Kellner, LLC10,151$528.0K0.20%+52+0.5%Added
Selway Asset Management9,700$505.0K0.24%00.0%Unchanged