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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, Q2 2023

Institutional positions in ST JOE Co as of Jun 30, 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
186
+2 vs. Q1 2023
Shares held
52.2M
+294.2K (+0.6%) vs. Q1 2023
Total value
$2.52B
+$363.8M (+16.8%) vs. Q1 2023
New holders
19
69 more added
Sold out
17
59 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 186 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 heldQ2 2023: $2.52B
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, Q2 2023

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q1 2023.

Institutions holding JOE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC23,780,448$1.15B87.41%−361,000−1.5%Reduced
Vanguard Group Inc5,797,041$280.2M0.01%+462,255+8.7%Added
BlackRock Inc.5,274,552$255.0M0.01%−14,911−0.3%Reduced
T. Rowe Price Investment Management, Inc.2,975,058$143.8M0.10%+30,588+1.0%Added
Dimensional Fund Advisors LP1,555,153$75.2M0.02%+4,810+0.3%Added
State Street Corp1,155,973$55.9M0.00%+25,502+2.3%Added
Gamco Investors, Inc. Et Al970,200$46.9M0.49%−700−0.1%Reduced
Gabelli Funds LLC889,000$43.0M0.33%−4,500−0.5%Reduced
Praetorian PR LLC829,094$40.1M24.22%+20,000+2.5%Added
Geode Capital Management, LLC722,086$34.9M0.00%+13,895+2.0%Added
Horizon Kinetics Asset Management LLC663,413$32.1M0.69%−44,721−6.3%Reduced
Select Equity Group, L.P.612,840$29.6M0.11%−12,668−2.0%Reduced
Front Street Capital Management, Inc.593,410$28.7M6.06%−51,175−7.9%Reduced
Northern Trust Corp392,151$19.0M0.00%−97,877−20.0%Reduced
Bank of New York Mellon Corp348,601$16.9M0.00%−1,549−0.4%Reduced
Capital Research Global Investors327,743$15.8M0.00%+327,743New
Morgan Stanley307,803$14.9M0.00%−46,533−13.1%Reduced
Diversified Investment Strategies, LLC303,866$14.7M10.86%+4,300+1.4%Added
Norges Bank282,131$13.6M0.00%−18,285−6.1%Reduced
Charles Schwab Investment Management Inc263,407$12.7M0.00%+4,419+1.7%Added
Schwartz Investment Counsel Inc205,600$9.94M0.42%−1,000−0.5%Reduced
Principal Financial Group Inc192,790$9.32M0.01%−11,418−5.6%Reduced
Wells Fargo & Company187,469$9.06M0.00%+2,103+1.1%Added
Nuveen Asset Management, LLC149,631$7.23M0.00%+14,716+10.9%Added
Invesco Ltd.145,391$7.03M0.00%+13,114+9.9%Added
Intrinsic Value Partners, LLC139,135$6.73M8.48%−870−0.6%Reduced
Bank of America Corp137,678$6.66M0.00%−14,887−9.8%Reduced
Legal & General Group Plc128,997$6.24M0.00%+30,872+31.5%Added
Ameriprise Financial Inc119,310$5.77M0.00%−6,835−5.4%Reduced
Rhumbline Advisers104,751$5.06M0.01%+7,778+8.0%Added
Goldman Sachs Group Inc104,367$5.05M0.00%−17,823−14.6%Reduced
River Road Asset Management, LLC97,757$4.73M0.07%−2,052−2.1%Reduced
Forest Hill Capital, LLC79,500$3.84M1.82%00.0%Unchanged
Royce & Associates LP78,800$3.81M0.04%00.0%Unchanged
Swiss National Bank76,300$3.69M0.00%+7,000+10.1%Added
Old West Investment Management, LLC72,659$3.51M1.84%+4,462+6.5%Added
Algert Global LLC69,907$3.38M0.15%+69,907New
Credit Suisse AG68,191$3.30M0.00%+11,695+20.7%Added
JPMorgan Chase & Co66,359$3.21M0.00%+8,417+14.5%Added
UBS Group AG66,328$3.21M0.00%+50,794+327.0%Added
Raymond James Financial Services Advisors, Inc.60,764$2.94M0.01%+1,574+2.7%Added
Public Sector Pension Investment Board60,094$2.90M0.02%+586+1.0%Added
Cutter & CO Brokerage, Inc.55,324$2.67M0.79%−593−1.1%Reduced
Kerrisdale Advisers, LLC53,538$2.59M0.70%−9,000−14.4%Reduced
Price T Rowe Associates Inc52,694$2.55M0.00%−8,363−13.7%Reduced
Royal Bank of Canada52,404$2.53M0.00%−2,121−3.9%Reduced
Citadel Advisors LLC52,100$2.52M0.00%+8,031+18.2%Added
Alliancebernstein L.P.46,464$2.25M0.00%−3,810−7.6%Reduced
Marketfield Asset Management LLC42,951$2.08M1.67%00.0%Unchanged
California State Teachers Retirement System42,275$2.04M0.00%+1,267+3.1%Added
Prudential Financial Inc41,918$2.03M0.00%+8,767+26.4%Added
Great West Life Assurance Co39,795$1.93M0.00%−1,021−2.5%Reduced
NJ State Employees Deferred Compensation Plan39,000$1.89M0.27%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys38,270$1.85M0.01%+2,445+6.8%Added
Russell Investments Group, Ltd.35,120$1.70M0.00%−10,477−23.0%Reduced
Kempen Capital Management N.V.35,026$1.69M0.03%+2,357+7.2%Added
Thrivent Financial for Lutherans32,387$1.57M0.00%−1,144−3.4%Reduced
Raymond James & Associates31,279$1.51M0.00%+1,519+5.1%Added
Occudo Quantitative Strategies LP30,111$1.46M0.15%+20,701+220.0%Added
Two Sigma Investments, LP29,801$1.44M0.00%+17,742+147.1%Added
Texas Permanent School Fund29,797$1.44M0.01%−546−1.8%Reduced
Mraz, Amerine & Associates, Inc.28,618$1.38M0.33%00.0%Unchanged
Citigroup Inc26,444$1.28M0.00%−3,537−11.8%Reduced
Two Sigma Advisers, LP25,800$1.25M0.00%−3,300−11.3%Reduced
Covestor Ltd25,341$1.22M0.93%−1,426−5.3%Reduced
RBF Capital, LLC25,000$1.21M0.08%00.0%Unchanged
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,755$1.15M0.22%−35−0.1%Reduced
UBS Asset Management Americas Inc26,813$1.12M0.00%00.0%Unchanged
State of Alaska, Department of Revenue22,277$1.08M0.01%−892−3.8%Reduced
Pflug Koory, LLC20,694$1.00M0.51%00.0%Unchanged
Stifel Financial Corp20,243$978.6K0.00%+16+0.1%Added
Yousif Capital Management, LLC19,720$953.3K0.01%−1,177−5.6%Reduced
Jane Street Group, LLC18,951$916.1K0.00%+5,047+36.3%Added
American International Group, Inc.18,470$892.8K0.01%−304−1.6%Reduced
Barclays PLC18,183$879.0K0.00%+720+4.1%Added
MetLife Investment Management18,179$878.8K0.01%00.0%Unchanged
Louisiana State Employees Retirement System17,800$860.5K0.02%+2,000+12.7%Added
Ensign Peak Advisors, Inc16,950$819.4K0.00%00.0%Unchanged
Deutsche Bank AG16,856$814.8K0.00%−7,498−30.8%Reduced
Stonegate Investment Group, LLC16,518$798.5K0.03%−345−2.0%Reduced
BNP Paribas Arbitrage, SA16,358$790.7K0.00%−5,721−25.9%Reduced
Amalgamated Bank15,569$753.0K0.01%+100+0.6%Added
Mirae Asset Global Investments Co., Ltd.15,510$749.8K0.00%+679+4.6%Added
American Century Companies Inc15,254$737.4K0.00%+6,700+78.3%Added
Victory Capital Management Inc15,039$727.0K0.00%−3,703−19.8%Reduced
Lagoda Investment Management, L.P.14,685$709.9K0.50%+505+3.6%Added
Franklin Resources Inc14,675$709.4K0.00%+14,675New
Janus Henderson Group PLC14,539$702.8K0.00%+111+0.8%Added
Manufacturers Life Insurance Company, The14,300$691.3K0.00%+103+0.7%Added
Voya Investment Management LLC14,025$678.0K0.00%+562+4.2%Added
New York State Common Retirement Fund14,024$677.9K0.00%−3,776−21.2%Reduced
Bank of Montreal13,203$641.4K0.00%+6,370+93.2%Added
Maryland State Retirement & Pension System13,190$637.6K0.01%−435−3.2%Reduced
Institute for Wealth Management, LLC.13,062$631.4K0.11%+1,299+11.0%Added
Susquehanna International Group, LLP12,949$626.0K0.00%−2,692−17.2%Reduced
AQR Capital Management LLC12,678$612.9K0.00%+1,911+17.7%Added
Perfromance Wealth Partners, LLC11,838$578.2K0.03%−1,381−10.4%Reduced
Meixler Investment Management, Ltd.11,827$571.7K0.53%+1,237+11.7%Added
State of Tennessee, Treasury Department11,497$555.8K0.00%00.0%Unchanged
Quantbot Technologies LP11,402$551.2K0.04%+11,402New