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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, Q3 2023

Institutional positions in ST JOE Co as of Sep 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
224
+40 vs. Q2 2023
Shares held
50.9M
−1.29M (−2.5%) vs. Q2 2023
Total value
$2.77B
+$242.2M (+9.6%) vs. Q2 2023
New holders
54
65 more added
Sold out
14
61 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 224 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 heldQ3 2023: $2.77B
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, Q3 2023

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q2 2023.

Institutions holding JOE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC22,711,748$1.23B87.69%−1,068,700−4.5%Reduced
Vanguard Group Inc5,698,987$309.6M0.01%−98,054−1.7%Reduced
BlackRock Inc.5,297,610$287.8M0.01%+23,058+0.4%Added
T. Rowe Price Investment Management, Inc.2,335,151$126.9M0.09%−639,907−21.5%Reduced
Dimensional Fund Advisors LP1,554,561$84.5M0.03%−5920.0%Reduced
State Street Corp1,222,273$66.4M0.00%+66,300+5.7%Added
Gamco Investors, Inc. Et Al889,600$48.3M0.56%−80,600−8.3%Reduced
Gabelli Funds LLC871,000$47.3M0.38%−18,000−2.0%Reduced
Praetorian PR LLC829,094$45.0M22.97%00.0%Unchanged
Geode Capital Management, LLC768,842$41.8M0.00%+46,756+6.5%Added
Horizon Kinetics Asset Management LLC613,947$33.4M0.66%−49,466−7.5%Reduced
Front Street Capital Management, Inc.572,589$30.3M6.66%−20,821−3.5%Reduced
Northern Trust Corp413,648$22.5M0.00%+21,497+5.5%Added
Select Equity Group, L.P.407,831$22.2M0.09%−205,009−33.5%Reduced
Bank of New York Mellon Corp346,593$18.8M0.00%−2,008−0.6%Reduced
Morgan Stanley331,711$18.0M0.00%+23,908+7.8%Added
Diversified Investment Strategies, LLC302,231$16.4M12.45%−1,635−0.5%Reduced
Charles Schwab Investment Management Inc282,294$15.3M0.00%+18,887+7.2%Added
Schwartz Investment Counsel Inc268,400$14.6M0.62%+62,800+30.5%Added
Norges Bank254,522$13.8M0.00%−27,609−9.8%Reduced
Principal Financial Group Inc190,226$10.3M0.01%−2,564−1.3%Reduced
Wells Fargo & Company180,635$9.81M0.00%−6,834−3.6%Reduced
Capital Research Global Investors167,101$9.08M0.00%−160,642−49.0%Reduced
Algert Global LLC154,370$8.39M0.39%+84,463+120.8%Added
Invesco Ltd.150,101$8.15M0.00%+4,710+3.2%Added
Bank of America Corp141,903$7.71M0.00%+4,225+3.1%Added
Goldman Sachs Group Inc139,819$7.60M0.00%+35,452+34.0%Added
Intrinsic Value Partners, LLC132,297$7.19M9.24%−6,838−4.9%Reduced
Legal & General Group Plc129,277$7.02M0.00%+280+0.2%Added
Ameriprise Financial Inc114,797$6.24M0.00%−4,513−3.8%Reduced
Rhumbline Advisers106,580$5.79M0.01%+1,829+1.7%Added
Nuveen Asset Management, LLC104,708$5.69M0.00%−44,923−30.0%Reduced
River Road Asset Management, LLC97,228$5.28M0.08%−529−0.5%Reduced
Voloridge Investment Management, LLC84,273$4.58M0.02%+84,273New
Forest Hill Capital, LLC79,500$4.32M2.24%00.0%Unchanged
JPMorgan Chase & Co79,236$4.30M0.00%+12,877+19.4%Added
Royce & Associates LP78,800$4.28M0.04%00.0%Unchanged
Swiss National Bank77,000$4.18M0.00%+700+0.9%Added
Citadel Advisors LLC76,725$4.17M0.00%+24,625+47.3%Added
Credit Suisse AG67,607$3.67M0.00%−584−0.9%Reduced
Old West Investment Management, LLC66,278$3.60M1.82%−6,381−8.8%Reduced
Raymond James Financial Services Advisors, Inc.60,764$3.30M0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC56,641$3.08M0.04%+56,641New
Cutter & CO Brokerage, Inc.55,176$3.00M0.88%−148−0.3%Reduced
Royal Bank of Canada54,173$2.94M0.00%+1,769+3.4%Added
Venator Capital Management Ltd.53,200$2.89M6.80%+53,200New
Walleye Capital LLC51,864$2.82M0.04%+51,864New
EAM Global Investors LLC51,496$2.80M0.76%+51,496New
Millennium Management LLC51,220$2.78M0.00%+51,220New
BNP Paribas Arbitrage, SA51,032$2.77M0.01%+34,674+212.0%Added
Price T Rowe Associates Inc50,722$2.76M0.00%−1,972−3.7%Reduced
Two Sigma Investments, LP50,653$2.75M0.01%+20,852+70.0%Added
Alliancebernstein L.P.46,814$2.54M0.00%+350+0.8%Added
Public Sector Pension Investment Board44,009$2.39M0.02%−16,085−26.8%Reduced
Russell Investments Group, Ltd.43,337$2.35M0.00%+8,217+23.4%Added
Marketfield Asset Management LLC42,951$2.33M1.98%00.0%Unchanged
Great West Life Assurance Co41,590$2.26M0.01%+1,795+4.5%Added
Prudential Financial Inc41,558$2.26M0.00%−360−0.9%Reduced
NJ State Employees Deferred Compensation Plan39,000$2.12M0.32%00.0%Unchanged
California State Teachers Retirement System38,573$2.10M0.00%−3,702−8.8%Reduced
Renaissance Technologies LLC38,000$2.06M0.00%+38,000New
Kerrisdale Advisers, LLC37,803$2.05M0.65%−15,735−29.4%Reduced
Two Sigma Advisers, LP37,100$2.02M0.01%+11,300+43.8%Added
Tudor Investment Corp Et Al34,285$1.86M0.03%+34,285New
Kempen Capital Management N.V.34,138$1.85M0.03%−888−2.5%Reduced
Gsa Capital Partners LLP32,753$1.78M0.15%+32,753New
Thrivent Financial for Lutherans32,573$1.77M0.00%+186+0.6%Added
Raymond James & Associates31,531$1.71M0.00%+252+0.8%Added
Victory Capital Management Inc30,559$1.66M0.00%+15,520+103.2%Added
Texas Permanent School Fund30,228$1.64M0.02%+431+1.4%Added
UBS Asset Management Americas Inc30,142$1.64M0.00%+3,329+12.4%Added
Healthcare of Ontario Pension Plan Trust Fund29,000$1.58M0.01%+29,000New
Mraz, Amerine & Associates, Inc.28,618$1.55M0.35%00.0%Unchanged
Occudo Quantitative Strategies LP28,180$1.53M0.20%−1,931−6.4%Reduced
Jump Financial, LLC27,700$1.50M0.06%+21,400+339.7%Added
EAM Investors, LLC27,237$1.48M0.29%+27,237New
First Trust Advisors LP26,603$1.45M0.00%+18,258+218.8%Added
Covestor Ltd25,311$1.38M1.04%−30−0.1%Reduced
RBF Capital, LLC25,000$1.36M0.09%00.0%Unchanged
SG Americas Securities, LLC24,774$1.35M0.02%+18,209+277.4%Added
Quadrature Capital Ltd23,917$1.30M0.03%+23,917New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys23,805$1.29M0.01%−14,465−37.8%Reduced
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,755$1.29M0.25%00.0%Unchanged
State of Alaska, Department of Revenue22,169$1.20M0.02%−108−0.5%Reduced
Pflug Koory, LLC20,694$1.12M0.65%00.0%Unchanged
Illinois Municipal Retirement Fund20,305$1.10M0.02%+20,305New
Stifel Financial Corp19,961$1.08M0.00%−282−1.4%Reduced
Yousif Capital Management, LLC19,335$1.05M0.01%−385−2.0%Reduced
Deutsche Bank AG19,053$1.04M0.00%+2,197+13.0%Added
American International Group, Inc.18,962$1.03M0.01%+492+2.7%Added
Manufacturers Life Insurance Company, The18,889$1.03M0.00%+4,589+32.1%Added
MetLife Investment Management18,179$987.7K0.01%00.0%Unchanged
Louisiana State Employees Retirement System18,100$983.4K0.02%+300+1.7%Added
Comerica Bank17,311$940.5K0.00%+17,311New
Ensign Peak Advisors, Inc16,950$920.9K0.00%00.0%Unchanged
Barclays PLC16,771$911.2K0.00%−1,412−7.8%Reduced
Stonegate Investment Group, LLC16,724$908.6K0.03%+206+1.2%Added
Qube Research & Technologies Ltd16,681$906.3K0.00%+16,681New
Amalgamated Bank15,909$864.0K0.01%+340+2.2%Added
State of Tennessee, Treasury Department15,839$860.5K0.00%+4,342+37.8%Added