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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 2025

Institutional positions in ST JOE Co as of Jun 30, 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
271
−6 vs. Q1 2025
Shares held
50.1M
+113.7K (+0.2%) vs. Q1 2025
Total value
$2.39B
+$43.7M (+1.9%) vs. Q1 2025
New holders
29
103 more added
Sold out
35
99 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 271 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 2025: $2.39B
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 2025

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q1 2025.

Institutions holding JOE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC20,204,167$963.7M78.54%−2,7000.0%Reduced
BlackRock, Inc.6,052,599$288.7M0.01%−262,849−4.2%Reduced
Vanguard Group Inc5,779,421$275.7M0.00%−354,770−5.8%Reduced
State Street Corp1,396,004$66.6M0.00%+9,301+0.7%Added
Dimensional Fund Advisors LP1,375,486$65.6M0.02%−13,366−1.0%Reduced
Capital Research Global Investors1,100,764$52.5M0.01%+322,230+41.4%Added
Geode Capital Management, LLC957,098$45.7M0.00%+23,320+2.5%Added
FMR LLC728,906$34.8M0.00%−34,809−4.6%Reduced
Praetorian PR LLC660,000$31.5M29.13%−175,000−21.0%Reduced
Gamco Investors, Inc. Et Al650,510$31.0M0.31%−8,300−1.3%Reduced
Gabelli Funds LLC619,500$29.6M0.21%−14,800−2.3%Reduced
Horizon Kinetics Asset Management LLC555,891$26.5M0.31%+5,552+1.0%Added
Morgan Stanley455,877$21.7M0.00%−42,340−8.5%Reduced
Northern Trust Corp431,134$20.6M0.00%−1,589−0.4%Reduced
T. Rowe Price Investment Management, Inc.351,455$16.8M0.01%−111,078−24.0%Reduced
Front Street Capital Management, Inc.350,142$16.7M3.20%−6,911−1.9%Reduced
Charles Schwab Investment Management Inc345,549$16.5M0.00%−25,548−6.9%Reduced
Bank of New York Mellon Corp335,777$16.0M0.00%−1,293−0.4%Reduced
Schwartz Investment Counsel Inc335,400$16.0M0.53%+5,000+1.5%Added
Prospector Partners LLC293,787$14.0M1.63%+293,787New
Diversified Investment Strategies, LLC276,247$13.2M8.91%−3,920−1.4%Reduced
Victory Capital Management Inc263,317$12.6M0.01%+239,977+1,028.2%Added
Bank of America Corp211,926$10.1M0.00%+37,163+21.3%Added
Berkley W R Corp209,542$10.0M0.62%00.0%Unchanged
River Road Asset Management, LLC186,830$9.43M0.12%+86,365+86.0%Added
AQR Capital Management LLC194,664$9.29M0.01%+118,580+155.9%Added
Principal Financial Group Inc187,764$8.96M0.00%−1,626−0.9%Reduced
Two Sigma Investments, LP172,334$8.22M0.01%+104,663+154.7%Added
Goldman Sachs Group Inc159,550$7.61M0.00%−32,340−16.9%Reduced
Qube Research & Technologies Ltd149,670$7.14M0.01%−30,523−16.9%Reduced
JPMorgan Chase & Co141,201$6.74M0.00%+7,739+5.8%Added
Nuveen, LLC134,429$6.41M0.00%−18,825−12.3%Reduced
Select Equity Group, L.P.133,059$6.35M0.03%+133,059New
Public Sector Pension Investment Board129,256$6.17M0.03%+8,885+7.4%Added
Invesco Ltd.120,556$5.75M0.00%+5,668+4.9%Added
Raymond James Financial Inc117,559$5.61M0.00%+22,437+23.6%Added
UBS Asset Management Americas Inc111,411$5.31M0.00%+23,805+27.2%Added
UBS Group AG109,400$5.22M0.00%−5,912−5.1%Reduced
Legal & General Group Plc108,969$5.20M0.00%−1,638−1.5%Reduced
Intrinsic Value Partners, LLC107,282$5.12M4.55%−1,223−1.1%Reduced
Rhumbline Advisers103,956$4.96M0.00%+3,299+3.3%Added
Algert Global LLC103,689$4.95M0.10%00.0%Unchanged
Old West Investment Management, LLC95,484$4.55M1.50%+1,976+2.1%Added
Mills Wealth Advisors LLC88,591$4.23M1.94%+25,193+39.7%Added
Voloridge Investment Management, LLC88,383$4.22M0.02%−72,154−44.9%Reduced
Journey Advisory Group, LLC83,438$3.98M0.31%−1,150−1.4%Reduced
Accordant Advisory Group Inc80,493$3.84M2.86%+5,162+6.9%Added
Winnow Wealth LLC80,493$3.84M2.86%+80,493New
D. E. Shaw & Co., Inc.79,900$3.81M0.00%−60,508−43.1%Reduced
Forest Hill Capital, LLC79,000$3.77M2.67%00.0%Unchanged
Royce & Associates LP78,800$3.76M0.04%00.0%Unchanged
Ameriprise Financial Inc76,188$3.63M0.00%−9,266−10.8%Reduced
Barclays PLC74,331$3.55M0.00%+24,857+50.2%Added
Swiss National Bank72,300$3.45M0.00%−6,900−8.7%Reduced
Deutsche Bank AG64,406$3.07M0.00%−2,426−3.6%Reduced
Jane Street Group, LLC63,591$3.03M0.00%+3,526+5.9%Added
Rye Brook Capital LLC61,800$2.95M3.07%+10,600+20.7%Added
Two Sigma Advisers, LP59,100$2.82M0.01%+21,200+55.9%Added
Great West Life Assurance Co58,888$2.81M0.00%+633+1.1%Added
American Century Companies Inc58,227$2.78M0.00%+37,632+182.7%Added
Trexquant Investment LP51,846$2.47M0.03%+51,846New
Mraz, Amerine & Associates, Inc.51,003$2.43M0.39%+7,188+16.4%Added
Dark Forest Capital Management LP50,707$2.42M0.10%−4,579−8.3%Reduced
Wells Fargo & Company48,846$2.33M0.00%−15,861−24.5%Reduced
Susquehanna International Group, LLP48,563$2.32M0.00%+1,021+2.1%Added
Prospera Financial Services Inc46,620$2.22M0.04%+46,620New
Alliancebernstein L.P.45,134$2.15M0.00%+5,900+15.0%Added
Arrowstreet Capital, Limited Partnership44,813$2.14M0.00%+3,491+8.4%Added
RMR Capital Management, LLC43,584$2.08M1.49%00.0%Unchanged
Price T Rowe Associates Inc41,465$1.98M0.00%+4,718+12.8%Added
Prudential Financial Inc39,779$1.90M0.00%+2,503+6.7%Added
NJ State Employees Deferred Compensation Plan39,000$1.86M0.22%00.0%Unchanged
Annex Advisory Services, LLC38,538$1.84M0.04%+1,790+4.9%Added
California State Teachers Retirement System37,608$1.79M0.00%+662+1.8%Added
Citigroup Inc37,585$1.79M0.00%−17,147−31.3%Reduced
Stifel Financial Corp36,929$1.76M0.00%+35+0.1%Added
Russell Investments Group, Ltd.35,178$1.68M0.00%−59−0.2%Reduced
HRT Financial LP32,349$1.54M0.01%+213+0.7%Added
Royal Bank of Canada32,217$1.54M0.00%+2,302+7.7%Added
Ieq Capital, LLC31,865$1.52M0.01%+20,123+171.4%Added
Institute for Wealth Management, LLC.29,785$1.42M0.16%−158−0.5%Reduced
Thrivent Financial for Lutherans27,827$1.33M0.00%−54−0.2%Reduced
Cubist Systematic Strategies, LLC27,542$1.31M0.01%−73,409−72.7%Reduced
Intech Investment Management LLC26,338$1.26M0.01%+120+0.5%Added
Dauntless Investment Group, LLC26,034$1.24M5.84%+11,994+85.4%Added
Warren Averett Asset Management, LLC25,804$1.23M0.01%−373−1.4%Reduced
RBF Capital, LLC25,000$1.19M0.06%00.0%Unchanged
Covestor Ltd24,806$1.18M0.70%−731−2.9%Reduced
Meixler Investment Management, Ltd.24,239$1.16M0.80%−3,656−13.1%Reduced
First Trust Advisors LP24,106$1.15M0.00%+24,106New
Kerrisdale Advisers, LLC23,990$1.14M0.60%00.0%Unchanged
Norges Bank22,967$1.10M0.00%−35,130−60.5%Reduced
MetLife Investment Management22,766$1.09M0.01%+1,604+7.6%Added
State of Alaska, Department of Revenue22,534$1.07M0.01%+1,501+7.1%Added
Fund 1 Investments, LLC21,649$1.03M0.15%+21,649New
Envestnet Asset Management Inc21,481$1.02M0.00%+2,866+15.4%Added
Sterling Investment Management, Inc.21,150$1.01M0.67%−99−0.5%Reduced
State of Wisconsin Investment Board21,036$1.00M0.00%+10,521+100.1%Added
Mirae Asset Global ETFs Holdings Ltd.20,882$996.1K0.00%−577−2.7%Reduced
Manufacturers Life Insurance Company, The20,853$994.7K0.00%−1,002−4.6%Reduced