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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 2024

Institutional positions in ST JOE Co as of Mar 31, 2024. 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
241
+2 vs. Q4 2023
Shares held
49.8M
−814.8K (−1.6%) vs. Q4 2023
Total value
$2.88B
−$159.5M (−5.2%) vs. Q4 2023
New holders
27
82 more added
Sold out
25
84 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 241 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 2024: $2.88B
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 2024

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q4 2023.

Institutions holding JOE in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC22,513,148$1.31B86.35%−166,000−0.7%Reduced
Vanguard Group Inc5,765,278$334.2M0.01%+59,563+1.0%Added
BlackRock Inc.5,758,016$333.8M0.01%+35,574+0.6%Added
Dimensional Fund Advisors LP1,520,797$88.2M0.02%−11,066−0.7%Reduced
T. Rowe Price Investment Management, Inc.1,368,685$79.3M0.05%−565,637−29.2%Reduced
State Street Corp1,306,690$75.7M0.00%+27,831+2.2%Added
Geode Capital Management, LLC833,869$48.3M0.00%+26,896+3.3%Added
Praetorian PR LLC830,000$48.1M15.38%+906+0.1%Added
Gamco Investors, Inc. Et Al797,800$46.2M0.47%−44,600−5.3%Reduced
Gabelli Funds LLC760,000$44.1M0.32%−37,500−4.7%Reduced
Front Street Capital Management, Inc.523,730$30.4M5.70%−20,864−3.8%Reduced
Horizon Kinetics Asset Management LLC502,974$29.2M0.55%−35,048−6.5%Reduced
Northern Trust Corp402,141$23.3M0.00%−8,422−2.1%Reduced
Morgan Stanley396,559$23.0M0.00%+33,453+9.2%Added
Bank of New York Mellon Corp340,206$19.7M0.00%−14,319−4.0%Reduced
Charles Schwab Investment Management Inc297,061$17.2M0.00%+7,186+2.5%Added
Diversified Investment Strategies, LLC290,256$16.8M11.32%−2,180−0.7%Reduced
Schwartz Investment Counsel Inc268,400$15.6M0.57%00.0%Unchanged
Norges Bank237,800$13.8M0.00%+5,955+2.6%Added
Principal Financial Group Inc196,017$11.4M0.01%+10,943+5.9%Added
Wells Fargo & Company195,443$11.3M0.00%+8,504+4.5%Added
Legal & General Group Plc133,110$7.72M0.00%−170.0%Reduced
JPMorgan Chase & Co129,265$7.49M0.00%+47,221+57.6%Added
Bank of America Corp128,730$7.46M0.00%−26,709−17.2%Reduced
Intrinsic Value Partners, LLC127,037$7.36M7.85%−3,100−2.4%Reduced
Algert Global LLC123,259$7.15M0.28%−22,866−15.6%Reduced
River Road Asset Management, LLC118,759$6.88M0.09%−628−0.5%Reduced
Citadel Advisors LLC103,999$6.03M0.01%+58,536+128.8%Added
Ameriprise Financial Inc103,801$6.02M0.00%−5,078−4.7%Reduced
Nuveen Asset Management, LLC102,719$5.95M0.00%−3,650−3.4%Reduced
Invesco Ltd.101,504$5.88M0.00%−62,399−38.1%Reduced
Rhumbline Advisers100,900$5.85M0.01%−1,065−1.0%Reduced
Susquehanna International Group, LLP98,639$5.72M0.01%+39,622+67.1%Added
Goldman Sachs Group Inc86,774$5.03M0.00%−53,395−38.1%Reduced
Forest Hill Capital, LLC79,500$4.61M3.97%00.0%Unchanged
Royce & Associates LP78,800$4.57M0.04%00.0%Unchanged
First Trust Advisors LP75,608$4.38M0.00%−13,172−14.8%Reduced
Public Sector Pension Investment Board72,986$4.23M0.03%−910−1.2%Reduced
Credit Suisse AG72,629$4.21M0.00%+827+1.2%Added
Swiss National Bank69,100$4.01M0.00%00.0%Unchanged
Old West Investment Management, LLC66,182$3.84M1.94%−3,233−4.7%Reduced
Royal Bank of Canada64,414$3.73M0.00%+1,935+3.1%Added
Raymond James Financial Services Advisors, Inc.62,079$3.60M0.01%−3,138−4.8%Reduced
Price T Rowe Associates Inc60,773$3.52M0.00%+5,040+9.0%Added
Cutter & CO Brokerage, Inc.54,781$3.18M0.78%−198−0.4%Reduced
Millennium Management LLC49,880$2.89M0.00%+32,282+183.4%Added
Qube Research & Technologies Ltd49,310$2.86M0.01%+25,967+111.2%Added
Simplex Trading, LLC48,144$2.79M0.08%+29,285+155.3%Added
RMR Capital Management, LLC44,056$2.55M2.54%00.0%Unchanged
Alliancebernstein L.P.42,173$2.44M0.00%−5,841−12.2%Reduced
Great West Life Assurance Co41,921$2.43M0.00%+1,696+4.2%Added
Prudential Financial Inc39,821$2.31M0.00%−1,120−2.7%Reduced
Russell Investments Group, Ltd.39,389$2.28M0.00%−165−0.4%Reduced
NJ State Employees Deferred Compensation Plan39,000$2.26M0.29%00.0%Unchanged
Kerrisdale Advisers, LLC37,803$2.19M0.69%00.0%Unchanged
Connectus Wealth, LLC37,478$2.17M0.06%−2,587−6.5%Reduced
S&CO Inc36,700$2.13M0.15%+36,700New
Gsa Capital Partners LLP36,166$2.10M0.17%+36,166New
Marketfield Asset Management LLC35,827$2.08M1.63%−7,124−16.6%Reduced
California State Teachers Retirement System34,965$2.03M0.00%−2,099−5.7%Reduced
HRT Financial LP34,257$1.99M0.01%+23,501+218.5%Added
ExodusPoint Capital Management, LP34,229$1.98M0.02%+14,883+76.9%Added
Raymond James & Associates33,115$1.92M0.00%+1,288+4.0%Added
Mengis Capital Management, Inc.31,410$1.82M0.28%+31,410New
Texas Permanent School Fund31,163$1.81M0.01%+417+1.4%Added
Barclays PLC31,159$1.81M0.00%−23,207−42.7%Reduced
Thrivent Financial for Lutherans30,890$1.79M0.00%−839−2.6%Reduced
UBS Asset Management Americas Inc30,889$1.79M0.00%+747+2.5%Added
BNP Paribas Arbitrage, SA30,798$1.79M0.00%+3,840+14.2%Added
Jane Street Group, LLC30,653$1.78M0.00%−22,752−42.6%Reduced
Cubist Systematic Strategies, LLC30,602$1.77M0.02%+5,224+20.6%Added
RBF Capital, LLC30,000$1.74M0.10%00.0%Unchanged
Stifel Financial Corp29,808$1.73M0.00%+3,766+14.5%Added
Mraz, Amerine & Associates, Inc.29,379$1.70M0.32%+1,255+4.5%Added
Squarepoint Ops LLC28,288$1.64M0.01%−7,956−22.0%Reduced
UBS Group AG27,969$1.62M0.00%+10,573+60.8%Added
Institute for Wealth Management, LLC.26,918$1.56M0.20%+1,872+7.5%Added
Covestor Ltd26,746$1.55M0.99%+1,022+4.0%Added
Edgestream Partners, L.P.26,297$1.52M0.08%−12,671−32.5%Reduced
Mint Tower Capital Management B.V.25,000$1.45M0.53%+10,000+66.7%Added
IMC-Chicago, LLC24,320$1.41M0.05%+13,659+128.1%Added
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,930$1.39M0.23%+225+0.9%Added
AQR Capital Management LLC22,935$1.33M0.00%+1,290+6.0%Added
Citigroup Inc22,793$1.32M0.00%+1,493+7.0%Added
Renaissance Technologies LLC22,600$1.31M0.00%+22,600New
GTS Securities LLC22,399$1.30M0.04%−3,962−15.0%Reduced
State of Alaska, Department of Revenue21,692$1.26M0.01%−214−1.0%Reduced
Kempen Capital Management N.V.21,511$1.25M0.02%+1,747+8.8%Added
Ensign Peak Advisors, Inc21,324$1.24M0.00%−1,076−4.8%Reduced
Two Sigma Advisers, LP21,300$1.23M0.00%−21,200−49.9%Reduced
Accordant Advisory Group Inc21,101$1.22M0.91%+21,101New
Illinois Municipal Retirement Fund21,101$1.22M0.02%+722+3.5%Added
Graham Capital Management, L.P.20,980$1.22M0.03%+980+4.9%Added
Voloridge Investment Management, LLC20,699$1.20M0.00%−18,157−46.7%Reduced
Pflug Koory, LLC20,694$1.20M0.59%00.0%Unchanged
Manufacturers Life Insurance Company, The20,332$1.18M0.00%+1,303+6.8%Added
Janus Henderson Group PLC19,553$1.13M0.00%+5,055+34.9%Added
Deutsche Bank AG19,485$1.13M0.00%+754+4.0%Added
Meixler Investment Management, Ltd.19,040$1.10M0.83%+6,647+53.6%Added
American International Group, Inc.18,635$1.08M0.00%−167−0.9%Reduced