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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 2022

Institutional positions in ST JOE Co as of Dec 31, 2022. 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
188
+10 vs. Q3 2022
Shares held
51.6M
+805.8K (+1.6%) vs. Q3 2022
Total value
$1.99B
+$366.8M (+22.5%) vs. Q3 2022
New holders
27
57 more added
Sold out
17
66 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 2022: 188 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 2022: $1.99B
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 2022

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q3 2022.

Institutions holding JOE in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC24,288,448$938.7M78.50%−181,342−0.7%Reduced
BlackRock Inc.5,313,148$205.4M0.01%+60,646+1.2%Added
Vanguard Group Inc5,234,058$202.3M0.01%−387,297−6.9%Reduced
T. Rowe Price Investment Management, Inc.2,912,910$112.6M0.09%+561,323+23.9%Added
Dimensional Fund Advisors LP1,506,960$58.2M0.02%−3,862−0.3%Reduced
State Street Corp1,087,607$42.0M0.00%−20,126−1.8%Reduced
Gamco Investors, Inc. Et Al971,200$37.5M0.40%−9,500−1.0%Reduced
Praetorian Capital Management LLC901,654$34.8M28.34%+901,654New
Gabelli Funds LLC893,500$34.5M0.27%−2,500−0.3%Reduced
Front Street Capital Management, Inc.693,767$26.8M6.44%−32,938−4.5%Reduced
Horizon Kinetics Asset Management LLC683,839$26.4M0.44%+73,846+12.1%Added
Geode Capital Management, LLC678,736$26.2M0.00%+24,803+3.8%Added
Northern Trust Corp488,387$18.9M0.00%+11,143+2.3%Added
Bank of New York Mellon Corp354,313$13.7M0.00%+21,680+6.5%Added
Norges Bank332,106$12.8M0.00%00.0%Unchanged
Morgan Stanley310,477$12.0M0.00%+5,117+1.7%Added
Diversified Investment Strategies, LLC296,671$11.5M8.90%+525+0.2%Added
Charles Schwab Investment Management Inc255,997$9.89M0.00%+6,835+2.7%Added
Principal Financial Group Inc208,702$8.07M0.01%−7,434−3.4%Reduced
Goldman Sachs Group Inc203,812$7.88M0.00%−57,751−22.1%Reduced
Wells Fargo & Company194,302$7.51M0.00%−10,839−5.3%Reduced
Bank of America Corp156,288$6.04M0.00%−14,080−8.3%Reduced
Schwartz Investment Counsel Inc151,600$5.86M0.27%−22,400−12.9%Reduced
Intrinsic Value Partners, LLC141,305$5.46M7.48%−11,530−7.5%Reduced
Nuveen Asset Management, LLC135,212$5.23M0.00%−1,799−1.3%Reduced
Ameriprise Financial Inc131,712$5.09M0.00%−7,163−5.2%Reduced
JBF Capital, Inc.111,000$4.29M1.06%00.0%Unchanged
Citadel Advisors LLC105,021$4.06M0.00%+79,054+304.4%Added
River Road Asset Management, LLC101,068$3.91M0.05%−4,516−4.3%Reduced
Legal & General Group Plc99,503$3.85M0.00%+1,696+1.7%Added
Rhumbline Advisers93,089$3.60M0.00%+1,125+1.2%Added
Forest Hill Capital, LLC79,500$3.07M1.30%+2,808+3.7%Added
Royce & Associates LP78,800$3.05M0.03%00.0%Unchanged
Swiss National Bank78,200$3.02M0.00%+1,600+2.1%Added
Invesco Ltd.74,033$2.86M0.00%−13,531−15.5%Reduced
CenterBook Partners LP73,951$2.86M0.47%+39,066+112.0%Added
Old West Investment Management, LLC65,460$2.53M1.58%−957−1.4%Reduced
Kerrisdale Advisers, LLC62,538$2.42M0.72%+62,538New
Public Sector Pension Investment Board61,555$2.38M0.02%−1,073−1.7%Reduced
HRT Financial LP59,011$2.28M0.03%+59,011New
Price T Rowe Associates Inc58,698$2.27M0.00%−9,536−14.0%Reduced
Cutter & CO Brokerage, Inc.55,915$2.16M0.73%−346−0.6%Reduced
Royal Bank of Canada55,576$2.15M0.00%+5,588+11.2%Added
Alliancebernstein L.P.55,168$2.13M0.00%−180.0%Reduced
Credit Suisse AG53,267$2.06M0.00%+11,404+27.2%Added
Renaissance Technologies LLC51,300$1.98M0.00%−158,400−75.5%Reduced
JPMorgan Chase & Co47,216$1.82M0.00%+4,950+11.7%Added
Great West Life Assurance Co43,255$1.68M0.00%−2,803−6.1%Reduced
Marketfield Asset Management LLC42,951$1.66M1.58%00.0%Unchanged
California State Teachers Retirement System41,918$1.62M0.00%+427+1.0%Added
NJ State Employees Deferred Compensation Plan39,000$1.51M0.24%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys36,211$1.40M0.01%+5,081+16.3%Added
Thrivent Financial for Lutherans34,706$1.34M0.00%−613−1.7%Reduced
Prudential Financial Inc34,011$1.31M0.00%−670−1.9%Reduced
Kempen Capital Management N.V.32,669$1.26M0.04%00.0%Unchanged
UBS Asset Management Americas Inc31,511$1.22M0.00%−627−2.0%Reduced
Raymond James Financial Services Advisors, Inc.31,213$1.21M0.00%−25−0.1%Reduced
Mraz, Amerine & Associates, Inc.28,813$1.11M0.26%+195+0.7%Added
Russell Investments Group, Ltd.28,774$1.11M0.00%00.0%Unchanged
Raymond James & Associates28,234$1.09M0.00%−6,999−19.9%Reduced
Covestor Ltd27,510$1.06M0.87%−22−0.1%Reduced
Balyasny Asset Management LLC26,773$1.03M0.00%+26,773New
New York State Common Retirement Fund26,500$1.02M0.00%00.0%Unchanged
Tudor Investment Corp Et Al25,567$988.0K0.02%−2,005−7.3%Reduced
RBF Capital, LLC25,000$966.0K0.07%+25,000New
Two Sigma Advisers, LP24,100$931.5K0.00%−3,400−12.4%Reduced
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,790$919.5K0.19%+13,300+126.8%Added
State of Alaska, Department of Revenue23,561$910.0K0.01%−94−0.4%Reduced
Millennium Management LLC23,365$903.0K0.00%−3,306−12.4%Reduced
Yousif Capital Management, LLC23,332$901.8K0.01%−6,205−21.0%Reduced
Voloridge Investment Management, LLC23,254$898.8K0.01%+2,289+10.9%Added
Stifel Financial Corp23,179$895.9K0.00%−9,483−29.0%Reduced
Texas Permanent School Fund22,747$879.0K0.01%−1,829−7.4%Reduced
Comerica Bank20,023$859.0K0.01%−6,025−23.1%Reduced
Level Four Advisory Services, LLC20,956$809.9K0.06%+402+2.0%Added
Pflug Koory, LLC20,694$800.0K0.44%00.0%Unchanged
Victory Capital Management Inc20,573$795.1K0.00%+8,333+68.1%Added
Citigroup Inc20,221$781.5K0.00%+3,805+23.2%Added
Jane Street Group, LLC19,423$750.7K0.00%−1,693−8.0%Reduced
American International Group, Inc.18,686$722.2K0.01%−169−0.9%Reduced
MetLife Investment Management18,179$702.6K0.01%00.0%Unchanged
Deutsche Bank AG17,753$686.2K0.00%+1,829+11.5%Added
Ensign Peak Advisors, Inc16,950$655.1K0.00%+3,550+26.5%Added
Stonegate Investment Group, LLC16,937$654.6K0.03%−163−1.0%Reduced
AQR Capital Management LLC16,795$649.1K0.00%−1,030−5.8%Reduced
Barclays PLC16,533$639.0K0.00%+7,666+86.5%Added
Amalgamated Bank16,536$639.0K0.01%−103−0.6%Reduced
Ergoteles LLC16,215$626.7K0.02%+16,215New
Louisiana State Employees Retirement System16,100$622.0K0.02%−200−1.2%Reduced
Squarepoint Ops LLC15,960$616.9K0.00%+4,722+42.0%Added
Fund 1 Investments, LLC15,000$579.8K0.26%+15,000New
Mirae Asset Global Investments Co., Ltd.14,831$573.2K0.00%+482+3.4%Added
State Board of Administration of Florida Retirement System14,148$546.8K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The14,139$546.5K0.00%−49−0.3%Reduced
Maryland State Retirement & Pension System13,928$538.3K0.02%+13,928New
Voya Investment Management LLC13,587$525.1K0.00%00.0%Unchanged
Lagoda Investment Management, L.P.13,425$518.9K0.35%−2,705−16.8%Reduced
Perfromance Wealth Partners, LLC13,219$510.9K0.03%−77−0.6%Reduced
State of Tennessee, Treasury Department12,978$502.0K0.00%00.0%Unchanged
Two Sigma Investments, LP12,506$483.4K0.00%−90,664−87.9%Reduced