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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, Q1 2023

Institutional positions in ST JOE Co as of Mar 31, 2023. 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
185
−1 vs. Q4 2022
Shares held
51.9M
+382.5K (+0.7%) vs. Q4 2022
Total value
$2.16B
+$168.6M (+8.5%) vs. Q4 2022
New holders
19
60 more added
Sold out
20
66 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 185 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 heldQ1 2023: $2.16B
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, Q1 2023

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q4 2022.

Institutions holding JOE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC24,141,448$1.00B83.08%−147,000−0.6%Reduced
Vanguard Group Inc5,334,786$222.0M0.01%+100,728+1.9%Added
BlackRock Inc.5,289,463$220.1M0.01%−23,685−0.4%Reduced
T. Rowe Price Investment Management, Inc.2,944,470$122.5M0.09%+31,560+1.1%Added
Dimensional Fund Advisors LP1,550,343$64.5M0.02%+43,383+2.9%Added
State Street Corp1,130,471$47.0M0.00%+42,864+3.9%Added
Gamco Investors, Inc. Et Al970,900$40.4M0.43%−3000.0%Reduced
Gabelli Funds LLC893,500$37.2M0.28%00.0%Unchanged
Praetorian PR LLC809,094$33.7M24.90%+809,094New
Geode Capital Management, LLC708,191$29.5M0.00%+29,455+4.3%Added
Horizon Kinetics Asset Management LLC708,134$29.5M0.57%+24,295+3.6%Added
Front Street Capital Management, Inc.644,585$26.8M5.79%−49,182−7.1%Reduced
Select Equity Group, L.P.625,508$26.0M0.10%+625,508New
Northern Trust Corp490,028$20.4M0.00%+1,641+0.3%Added
Morgan Stanley354,336$14.7M0.00%+43,859+14.1%Added
Bank of New York Mellon Corp350,150$14.6M0.00%−4,163−1.2%Reduced
Norges Bank300,416$12.5M0.00%−31,690−9.5%Reduced
Diversified Investment Strategies, LLC299,566$12.5M8.87%+2,895+1.0%Added
Charles Schwab Investment Management Inc258,988$10.8M0.00%+2,991+1.2%Added
Schwartz Investment Counsel Inc206,600$8.60M0.38%+55,000+36.3%Added
Principal Financial Group Inc204,208$8.50M0.01%−4,494−2.2%Reduced
Wells Fargo & Company185,366$7.71M0.00%−8,936−4.6%Reduced
Bank of America Corp152,565$6.35M0.00%−3,723−2.4%Reduced
Intrinsic Value Partners, LLC140,005$5.83M7.88%−1,300−0.9%Reduced
Nuveen Asset Management, LLC134,915$5.61M0.00%−297−0.2%Reduced
Invesco Ltd.132,277$5.50M0.00%+58,244+78.7%Added
Ameriprise Financial Inc126,145$5.25M0.00%−5,567−4.2%Reduced
Goldman Sachs Group Inc122,190$5.08M0.00%−81,622−40.0%Reduced
River Road Asset Management, LLC99,809$4.15M0.06%−1,259−1.2%Reduced
Legal & General Group Plc98,125$4.08M0.00%−1,378−1.4%Reduced
Rhumbline Advisers96,973$4.04M0.00%+3,884+4.2%Added
Forest Hill Capital, LLC79,500$3.31M1.44%00.0%Unchanged
Royce & Associates LP78,800$3.28M0.03%00.0%Unchanged
Swiss National Bank69,300$2.88M0.00%−8,900−11.4%Reduced
Old West Investment Management, LLC68,197$2.84M1.53%+2,737+4.2%Added
Kerrisdale Advisers, LLC62,538$2.60M0.77%00.0%Unchanged
Price T Rowe Associates Inc61,057$2.54M0.00%+2,359+4.0%Added
Public Sector Pension Investment Board59,508$2.48M0.02%−2,047−3.3%Reduced
Raymond James Financial Services Advisors, Inc.59,190$2.46M0.00%+27,977+89.6%Added
JPMorgan Chase & Co57,942$2.41M0.00%+10,726+22.7%Added
Credit Suisse AG56,496$2.35M0.00%+3,229+6.1%Added
Cutter & CO Brokerage, Inc.55,917$2.33M0.73%+20.0%Added
Royal Bank of Canada54,525$2.27M0.00%−1,051−1.9%Reduced
Alliancebernstein L.P.50,274$2.09M0.00%−4,894−8.9%Reduced
First Trust Advisors LP49,535$2.06M0.00%+39,255+381.9%Added
Russell Investments Group, Ltd.45,597$1.90M0.00%+16,823+58.5%Added
Citadel Advisors LLC44,069$1.83M0.00%−60,952−58.0%Reduced
Marketfield Asset Management LLC42,951$1.79M1.53%00.0%Unchanged
California State Teachers Retirement System41,008$1.71M0.00%−910−2.2%Reduced
Great West Life Assurance Co40,816$1.70M0.00%−2,439−5.6%Reduced
NJ State Employees Deferred Compensation Plan39,000$1.62M0.25%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys35,825$1.49M0.01%−386−1.1%Reduced
Thrivent Financial for Lutherans33,531$1.40M0.00%−1,175−3.4%Reduced
SG Americas Securities, LLC32,809$1.36M0.02%+26,703+437.3%Added
Kempen Capital Management N.V.32,669$1.36M0.03%00.0%Unchanged
Prudential Financial Inc33,151$1.33M0.00%−860−2.5%Reduced
Texas Permanent School Fund30,343$1.26M0.01%+7,596+33.4%Added
Citigroup Inc29,981$1.25M0.00%+9,760+48.3%Added
Raymond James & Associates29,760$1.24M0.00%+1,526+5.4%Added
HRT Financial LP29,426$1.22M0.01%−29,585−50.1%Reduced
Two Sigma Advisers, LP29,100$1.21M0.00%+5,000+20.7%Added
Mraz, Amerine & Associates, Inc.28,618$1.19M0.29%−195−0.7%Reduced
UBS Asset Management Americas Inc26,813$1.12M0.00%−4,698−14.9%Reduced
Covestor Ltd26,767$1.11M0.97%−743−2.7%Reduced
Tudor Investment Corp Et Al26,727$1.11M0.02%+1,160+4.5%Added
RBF Capital, LLC25,000$1.04M0.08%00.0%Unchanged
Deutsche Bank AG24,354$1.01M0.00%+6,601+37.2%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,790$989.9K0.20%00.0%Unchanged
State of Alaska, Department of Revenue23,169$964.0K0.01%−392−1.7%Reduced
BNP Paribas Arbitrage, SA22,079$918.7K0.00%+14,572+194.1%Added
Yousif Capital Management, LLC20,897$869.5K0.01%−2,435−10.4%Reduced
Pflug Koory, LLC20,694$861.1K0.47%00.0%Unchanged
Stifel Financial Corp20,227$841.7K0.00%−2,952−12.7%Reduced
Level Four Advisory Services, LLC19,880$827.2K0.05%−1,076−5.1%Reduced
American International Group, Inc.18,774$781.2K0.01%+88+0.5%Added
Victory Capital Management Inc18,742$779.9K0.00%−1,831−8.9%Reduced
Campbell & CO Investment Adviser LLC18,537$771.3K0.14%+18,537New
MetLife Investment Management18,179$756.4K0.01%00.0%Unchanged
CenterBook Partners LP18,176$756.3K0.11%−55,775−75.4%Reduced
New York State Common Retirement Fund17,800$740.7K0.00%−8,700−32.8%Reduced
Barclays PLC17,463$726.6K0.00%+930+5.6%Added
Ensign Peak Advisors, Inc16,950$705.3K0.00%00.0%Unchanged
Stonegate Investment Group, LLC16,863$701.7K0.03%−74−0.4%Reduced
Louisiana State Employees Retirement System15,800$657.4K0.02%−300−1.9%Reduced
Susquehanna International Group, LLP15,641$650.8K0.00%+7,577+94.0%Added
UBS Group AG15,534$646.4K0.00%+11,478+283.0%Added
Amalgamated Bank15,469$644.0K0.01%−1,067−6.5%Reduced
Mirae Asset Global Investments Co., Ltd.14,831$617.1K0.00%00.0%Unchanged
Janus Henderson Group PLC14,428$600.1K0.00%+7,820+118.3%Added
Manufacturers Life Insurance Company, The14,197$590.7K0.00%+58+0.4%Added
Lagoda Investment Management, L.P.14,180$590.0K0.42%+755+5.6%Added
State Board of Administration of Florida Retirement System14,148$588.7K0.00%00.0%Unchanged
Jane Street Group, LLC13,904$578.5K0.00%−5,519−28.4%Reduced
Maryland State Retirement & Pension System13,625$566.9K0.01%−303−2.2%Reduced
Voya Investment Management LLC13,463$560.2K0.00%−124−0.9%Reduced
Perfromance Wealth Partners, LLC13,219$550.0K0.03%00.0%Unchanged
Two Sigma Investments, LP12,059$501.8K0.00%−447−3.6%Reduced
Institute for Wealth Management, LLC.11,763$489.5K0.10%+6,243+113.1%Added
State of Tennessee, Treasury Department11,497$478.4K0.00%−1,481−11.4%Reduced
Lumbard & Kellner, LLC11,068$460.5K0.23%00.0%Unchanged