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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 2025

Institutional positions in ST JOE Co as of Mar 31, 2025. 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
278
+36 vs. Q4 2024
Shares held
50.0M
+190.9K (+0.4%) vs. Q4 2024
Total value
$2.35B
+$109.3M (+4.9%) vs. Q4 2024
New holders
52
86 more added
Sold out
16
92 more reduced

3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 2025: 278 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 2025: $2.35B
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 2025

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q4 2024.

Institutions holding JOE in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC20,206,867$948.7M78.07%−410,600−2.0%Reduced
BlackRock, Inc.6,315,448$296.5M0.01%−65,941−1.0%Reduced
Vanguard Group Inc6,134,191$288.0M0.01%−63,211−1.0%Reduced
Dimensional Fund Advisors LP1,388,852$65.2M0.02%−76,837−5.2%Reduced
State Street Corp1,386,703$65.1M0.00%−76,843−5.3%Reduced
Geode Capital Management, LLC933,778$43.9M0.00%+27,110+3.0%Added
Praetorian PR LLC835,000$39.2M17.83%+5,000+0.6%Added
Capital Research Global Investors778,534$36.6M0.01%+778,534New
FMR LLC763,715$35.9M0.00%−48,651−6.0%Reduced
Gamco Investors, Inc. Et Al658,810$30.9M0.34%−16,890−2.5%Reduced
Gabelli Funds LLC634,300$29.8M0.23%−30,100−4.5%Reduced
Horizon Kinetics Asset Management LLC550,339$25.8M0.29%−13,863−2.5%Reduced
Morgan Stanley498,217$23.4M0.00%−29,712−5.6%Reduced
T. Rowe Price Investment Management, Inc.462,533$21.7M0.01%−132,700−22.3%Reduced
Northern Trust Corp432,723$20.3M0.00%−1,560−0.4%Reduced
Charles Schwab Investment Management Inc371,097$17.4M0.00%+6,538+1.8%Added
Front Street Capital Management, Inc.357,053$16.8M3.20%−68,556−16.1%Reduced
Bank of New York Mellon Corp337,070$15.8M0.00%−10,859−3.1%Reduced
Schwartz Investment Counsel Inc330,400$15.5M0.53%+62,000+23.1%Added
Diversified Investment Strategies, LLC280,167$13.2M8.93%−1,790−0.6%Reduced
Berkley W R Corp209,542$9.84M0.72%00.0%Unchanged
Goldman Sachs Group Inc191,890$9.01M0.00%−58,436−23.3%Reduced
Principal Financial Group Inc189,390$8.89M0.00%+4,324+2.3%Added
Qube Research & Technologies Ltd180,193$8.46M0.01%−75,359−29.5%Reduced
Bank of America Corp174,763$8.21M0.00%−5,778−3.2%Reduced
Voloridge Investment Management, LLC160,537$7.54M0.03%+10,887+7.3%Added
Nuveen, LLC153,254$7.20M0.00%+153,254New
D. E. Shaw & Co., Inc.140,408$6.59M0.01%−19,154−12.0%Reduced
JPMorgan Chase & Co133,462$6.27M0.00%−69,449−34.2%Reduced
Millennium Management LLC127,520$5.99M0.01%−82,397−39.3%Reduced
Public Sector Pension Investment Board120,371$5.65M0.02%+25,794+27.3%Added
UBS Group AG115,312$5.41M0.00%−67,120−36.8%Reduced
Invesco Ltd.114,888$5.39M0.00%+52,603+84.5%Added
Legal & General Group Plc110,607$5.19M0.00%−1,130−1.0%Reduced
Intrinsic Value Partners, LLC108,505$5.09M5.03%−3,710−3.3%Reduced
Algert Global LLC103,689$4.87M0.12%−7,773−7.0%Reduced
Cubist Systematic Strategies, LLC100,951$4.74M0.06%+40,634+67.4%Added
Rhumbline Advisers100,657$4.73M0.00%−614−0.6%Reduced
River Road Asset Management, LLC100,465$4.72M0.06%−1,210−1.2%Reduced
Raymond James Financial Inc95,122$4.47M0.00%−8,517−8.2%Reduced
Old West Investment Management, LLC93,508$4.39M1.58%+2,257+2.5%Added
UBS Asset Management Americas Inc87,606$4.11M0.00%+19,879+29.4%Added
Ameriprise Financial Inc85,454$4.01M0.00%−5,123−5.7%Reduced
Journey Advisory Group, LLC84,588$3.97M0.32%+84,588New
Swiss National Bank79,200$3.72M0.00%−1,200−1.5%Reduced
Forest Hill Capital, LLC79,000$3.71M2.78%00.0%Unchanged
Royce & Associates LP78,800$3.70M0.04%00.0%Unchanged
AQR Capital Management LLC76,084$3.57M0.00%+45,939+152.4%Added
Accordant Advisory Group Inc75,331$3.54M3.46%+23,104+44.2%Added
Two Sigma Investments, LP67,671$3.18M0.01%+67,671New
Deutsche Bank AG66,832$3.14M0.00%−2,479−3.6%Reduced
Wells Fargo & Company64,707$3.04M0.00%−21,115−24.6%Reduced
Mills Wealth Advisors LLC63,398$2.98M1.58%+63,398New
Jane Street Group, LLC60,065$2.82M0.01%+49,666+477.6%Added
Great West Life Assurance Co58,255$2.74M0.00%−3,334−5.4%Reduced
Norges Bank58,097$2.73M0.00%−52,757−47.6%Reduced
Dark Forest Capital Management LP55,286$2.60M0.12%+55,286New
Citigroup Inc54,732$2.57M0.00%+2,770+5.3%Added
Rye Brook Capital LLC51,200$2.40M3.01%+26,600+108.1%Added
Cutter & CO Brokerage, Inc.50,673$2.38M0.56%+50,673New
Barclays PLC49,474$2.32M0.00%−17,902−26.6%Reduced
Susquehanna International Group, LLP47,542$2.23M0.00%+31,312+192.9%Added
RMR Capital Management, LLC43,584$2.05M1.48%00.0%Unchanged
Mraz, Amerine & Associates, Inc.43,815$2.03M0.35%+3,315+8.2%Added
Arrowstreet Capital, Limited Partnership41,322$1.94M0.00%+32,412+363.8%Added
Alliancebernstein L.P.39,234$1.84M0.00%00.0%Unchanged
NJ State Employees Deferred Compensation Plan39,000$1.83M0.23%00.0%Unchanged
Janus Henderson Group PLC39,525$1.83M0.00%+10,359+35.5%Added
Two Sigma Advisers, LP37,900$1.78M0.00%+37,900New
Prudential Financial Inc37,276$1.75M0.00%−1,300−3.4%Reduced
California State Teachers Retirement System36,946$1.73M0.00%−915−2.4%Reduced
Stifel Financial Corp36,894$1.73M0.00%+5,619+18.0%Added
Price T Rowe Associates Inc36,747$1.73M0.00%+1,499+4.3%Added
Annex Advisory Services, LLC36,748$1.73M0.05%−5,908−13.9%Reduced
Russell Investments Group, Ltd.35,237$1.65M0.00%+6,136+21.1%Added
HRT Financial LP32,136$1.51M0.01%+7,319+29.5%Added
Institute for Wealth Management, LLC.29,943$1.41M0.18%+2,740+10.1%Added
Royal Bank of Canada29,915$1.40M0.00%+1,384+4.9%Added
Meixler Investment Management, Ltd.27,895$1.31M0.91%+509+1.9%Added
Thrivent Financial for Lutherans27,881$1.31M0.00%−1,459−5.0%Reduced
Intech Investment Management LLC26,218$1.23M0.01%+8,235+45.8%Added
Warren Averett Asset Management, LLC26,177$1.23M0.01%+26,177New
Susquehanna Fundamental Investments, LLC26,054$1.22M0.02%+26,054New
Nations Financial Group Inc,25,900$1.22M0.09%+3,000+13.1%Added
Quantbot Technologies LP25,547$1.20M0.04%−7,945−23.7%Reduced
Covestor Ltd25,537$1.20M0.80%−4,486−14.9%Reduced
RBF Capital, LLC25,000$1.17M0.07%00.0%Unchanged
Kerrisdale Advisers, LLC23,990$1.13M0.47%00.0%Unchanged
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.23,930$1.12M0.17%00.0%Unchanged
Citadel Advisors LLC23,638$1.11M0.00%−51,844−68.7%Reduced
Victory Capital Management Inc23,340$1.10M0.00%−15,546−40.0%Reduced
Marshall Wace, LLP22,182$1.04M0.00%−36,312−62.1%Reduced
Manufacturers Life Insurance Company, The21,855$1.03M0.00%+865+4.1%Added
Mirae Asset Global ETFs Holdings Ltd.21,459$1.01M0.00%+951+4.6%Added
Ensign Peak Advisors, Inc21,324$1.00M0.00%00.0%Unchanged
Sterling Investment Management, Inc.21,249$997.6K0.71%+21,249New
MetLife Investment Management21,162$993.6K0.01%−850−3.9%Reduced
State of Alaska, Department of Revenue21,033$987.0K0.01%−500−2.3%Reduced
Pflug Koory, LLC20,694$971.6K0.54%00.0%Unchanged
American Century Companies Inc20,595$966.9K0.00%+14,442+234.7%Added