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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 2023

Institutional positions in ST JOE Co as of Dec 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
240
+18 vs. Q3 2023
Shares held
50.6M
−305.0K (−0.6%) vs. Q3 2023
Total value
$3.04B
+$280.3M (+10.1%) vs. Q3 2023
New holders
33
79 more added
Sold out
15
77 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 240 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 2023: $3.04B
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 2023

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q3 2023.

Institutions holding JOE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC22,679,148$1.36B87.58%−32,600−0.1%Reduced
BlackRock Inc.5,722,442$344.4M0.01%+424,832+8.0%Added
Vanguard Group Inc5,705,715$343.4M0.01%+6,728+0.1%Added
T. Rowe Price Investment Management, Inc.1,934,322$116.4M0.08%−400,829−17.2%Reduced
Dimensional Fund Advisors LP1,531,863$92.2M0.03%−22,698−1.5%Reduced
State Street Corp1,278,859$77.0M0.00%+56,586+4.6%Added
Gamco Investors, Inc. Et Al842,400$50.7M0.54%−47,200−5.3%Reduced
Praetorian PR LLC829,094$49.9M24.68%00.0%Unchanged
Geode Capital Management, LLC806,973$48.6M0.01%+38,131+5.0%Added
Gabelli Funds LLC797,500$48.0M0.37%−73,500−8.4%Reduced
Front Street Capital Management, Inc.544,594$32.8M6.54%−27,995−4.9%Reduced
Horizon Kinetics Asset Management LLC538,022$32.4M0.68%−75,925−12.4%Reduced
Northern Trust Corp410,563$24.7M0.00%−3,085−0.7%Reduced
Morgan Stanley363,106$21.9M0.00%+31,395+9.5%Added
Bank of New York Mellon Corp354,525$21.3M0.00%+7,932+2.3%Added
Diversified Investment Strategies, LLC292,436$17.6M12.90%−9,795−3.2%Reduced
Charles Schwab Investment Management Inc289,875$17.4M0.00%+7,581+2.7%Added
Schwartz Investment Counsel Inc268,400$16.2M0.63%00.0%Unchanged
Capital Research Global Investors235,601$14.2M0.00%+68,500+41.0%Added
Norges Bank231,845$14.0M0.00%−22,677−8.9%Reduced
Wells Fargo & Company186,939$11.2M0.00%+6,304+3.5%Added
Principal Financial Group Inc185,074$11.1M0.01%−5,152−2.7%Reduced
Invesco Ltd.163,903$9.86M0.00%+13,802+9.2%Added
Bank of America Corp155,439$9.35M0.00%+13,536+9.5%Added
Algert Global LLC146,125$8.79M0.35%−8,245−5.3%Reduced
Goldman Sachs Group Inc140,169$8.44M0.00%+350+0.3%Added
Legal & General Group Plc133,127$8.01M0.00%+3,850+3.0%Added
Intrinsic Value Partners, LLC130,137$7.83M9.13%−2,160−1.6%Reduced
River Road Asset Management, LLC119,387$7.18M0.10%+22,159+22.8%Added
Ameriprise Financial Inc108,879$6.55M0.00%−5,918−5.2%Reduced
Nuveen Asset Management, LLC106,369$6.40M0.00%+1,661+1.6%Added
Rhumbline Advisers101,965$6.14M0.01%−4,615−4.3%Reduced
First Trust Advisors LP88,780$5.34M0.01%+62,177+233.7%Added
JPMorgan Chase & Co82,044$4.94M0.00%+2,808+3.5%Added
Forest Hill Capital, LLC79,500$4.78M2.50%00.0%Unchanged
Royce & Associates LP78,800$4.74M0.04%00.0%Unchanged
Public Sector Pension Investment Board73,896$4.45M0.03%+29,887+67.9%Added
Credit Suisse AG71,802$4.32M0.00%+4,195+6.2%Added
Old West Investment Management, LLC69,415$4.18M2.15%+3,137+4.7%Added
Swiss National Bank69,100$4.16M0.00%−7,900−10.3%Reduced
Raymond James Financial Services Advisors, Inc.65,217$3.92M0.01%+4,453+7.3%Added
Royal Bank of Canada62,479$3.76M0.00%+8,306+15.3%Added
Susquehanna International Group, LLP59,017$3.55M0.01%+47,215+400.1%Added
Price T Rowe Associates Inc55,733$3.35M0.00%+5,011+9.9%Added
Cutter & CO Brokerage, Inc.54,979$3.31M0.92%−197−0.4%Reduced
Barclays PLC54,366$3.27M0.00%+37,595+224.2%Added
Jane Street Group, LLC53,405$3.21M0.00%+42,026+369.3%Added
Alliancebernstein L.P.48,014$2.89M0.00%+1,200+2.6%Added
Citadel Advisors LLC45,463$2.74M0.00%−31,262−40.7%Reduced
RMR Capital Management, LLC44,056$2.65M3.05%+44,056New
Marketfield Asset Management LLC42,951$2.58M2.10%00.0%Unchanged
Two Sigma Advisers, LP42,500$2.56M0.01%+5,400+14.6%Added
Prudential Financial Inc40,941$2.46M0.00%−617−1.5%Reduced
Great West Life Assurance Co40,225$2.42M0.01%−1,365−3.3%Reduced
Connectus Wealth, LLC40,065$2.41M0.05%+40,065New
Russell Investments Group, Ltd.39,554$2.38M0.00%−3,783−8.7%Reduced
NJ State Employees Deferred Compensation Plan39,000$2.35M0.32%00.0%Unchanged
Edgestream Partners, L.P.38,968$2.35M0.17%+35,244+946.4%Added
Voloridge Investment Management, LLC38,856$2.34M0.01%−45,417−53.9%Reduced
Kerrisdale Advisers, LLC37,803$2.27M0.68%00.0%Unchanged
California State Teachers Retirement System37,064$2.23M0.00%−1,509−3.9%Reduced
Squarepoint Ops LLC36,244$2.18M0.01%+29,500+437.4%Added
Raymond James & Associates31,827$1.92M0.00%+296+0.9%Added
Thrivent Financial for Lutherans31,729$1.91M0.00%−844−2.6%Reduced
Texas Permanent School Fund30,746$1.85M0.02%+518+1.7%Added
Victory Capital Management Inc30,446$1.83M0.00%−113−0.4%Reduced
UBS Asset Management Americas Inc30,142$1.81M0.00%00.0%Unchanged
RBF Capital, LLC30,000$1.81M0.11%+5,000+20.0%Added
Healthcare of Ontario Pension Plan Trust Fund29,000$1.75M0.01%00.0%Unchanged
Mraz, Amerine & Associates, Inc.28,124$1.69M0.35%−494−1.7%Reduced
Two Sigma Investments, LP27,900$1.68M0.00%−22,753−44.9%Reduced
Occudo Quantitative Strategies LP27,399$1.65M0.22%−781−2.8%Reduced
Jump Financial, LLC27,098$1.63M0.05%−602−2.2%Reduced
BNP Paribas Arbitrage, SA26,958$1.62M0.00%−24,074−47.2%Reduced
GTS Securities LLC26,361$1.59M0.03%+21,640+458.4%Added
Stifel Financial Corp26,042$1.57M0.00%+6,081+30.5%Added
Covestor Ltd25,724$1.55M1.06%+413+1.6%Added
Cubist Systematic Strategies, LLC25,378$1.53M0.02%−31,263−55.2%Reduced
Institute for Wealth Management, LLC.25,046$1.51M0.25%+11,984+91.7%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,705$1.43M0.26%−50−0.2%Reduced
Qube Research & Technologies Ltd23,343$1.40M0.00%+6,662+39.9%Added
Ensign Peak Advisors, Inc22,400$1.35M0.00%+5,450+32.2%Added
State of Alaska, Department of Revenue21,906$1.32M0.02%−263−1.2%Reduced
AQR Capital Management LLC21,645$1.30M0.00%+7,809+56.4%Added
Citigroup Inc21,300$1.28M0.00%+7,512+54.5%Added
Pflug Koory, LLC20,694$1.25M0.66%00.0%Unchanged
Illinois Municipal Retirement Fund20,379$1.23M0.02%+74+0.4%Added
Graham Capital Management, L.P.20,000$1.20M0.04%+20,000New
Kempen Capital Management N.V.19,764$1.19M0.02%−14,374−42.1%Reduced
State of Tennessee, Treasury Department19,624$1.18M0.00%+3,785+23.9%Added
Yousif Capital Management, LLC19,532$1.18M0.01%+197+1.0%Added
ExodusPoint Capital Management, LP19,346$1.16M0.01%+8,276+74.8%Added
Manufacturers Life Insurance Company, The19,029$1.15M0.00%+140+0.7%Added
Simplex Trading, LLC18,859$1.13M0.04%+18,859New
American International Group, Inc.18,802$1.13M0.00%−160−0.8%Reduced
Deutsche Bank AG18,731$1.13M0.00%−322−1.7%Reduced
Wolverine Trading, LLC18,344$1.10M0.01%+12,281+202.6%Added
MetLife Investment Management18,179$1.09M0.01%00.0%Unchanged
Louisiana State Employees Retirement System17,800$1.07M0.02%−300−1.7%Reduced
Millennium Management LLC17,598$1.06M0.00%−33,622−65.6%Reduced