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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 2025

Institutional positions in ST JOE Co as of Sep 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
275
+7 vs. Q2 2025
Shares held
49.9M
−121.1K (−0.2%) vs. Q2 2025
Total value
$2.47B
+$82.5M (+3.5%) vs. Q2 2025
New holders
37
96 more added
Sold out
30
92 more reduced

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 275 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 2025: $2.47B
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 2025

Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q2 2025.

Institutions holding JOE in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fairholme Capital Management LLC19,578,367$968.7M78.19%−625,800−3.1%Reduced
BlackRock, Inc.5,979,554$295.9M0.01%−73,045−1.2%Reduced
Vanguard Group Inc5,959,298$294.9M0.00%+179,877+3.1%Added
State Street Corp1,409,274$69.7M0.00%+13,270+1.0%Added
Dimensional Fund Advisors LP1,363,018$67.4M0.01%−12,468−0.9%Reduced
Select Equity Group, L.P.1,023,600$50.6M0.22%+890,541+669.3%Added
Geode Capital Management, LLC983,342$48.7M0.00%+26,244+2.7%Added
Capital Research Global Investors930,218$46.0M0.01%−170,546−15.5%Reduced
FMR LLC717,800$35.5M0.00%−11,106−1.5%Reduced
Praetorian PR LLC660,000$32.7M19.80%00.0%Unchanged
Gamco Investors, Inc. Et Al634,410$31.4M0.30%−16,100−2.5%Reduced
Gabelli Funds LLC613,000$30.3M0.21%−6,500−1.0%Reduced
Horizon Kinetics Asset Management LLC555,729$27.5M0.34%−1620.0%Reduced
Northern Trust Corp455,752$22.6M0.00%+24,618+5.7%Added
Victory Capital Management Inc407,438$20.2M0.01%+144,121+54.7%Added
Morgan Stanley365,858$18.1M0.00%−90,019−19.7%Reduced
Charles Schwab Investment Management Inc361,002$17.9M0.00%+15,453+4.5%Added
Bank of New York Mellon Corp336,099$16.6M0.00%+322+0.1%Added
Front Street Capital Management, Inc.335,756$16.6M2.56%−14,386−4.1%Reduced
Schwartz Investment Counsel Inc335,400$16.6M0.56%00.0%Unchanged
T. Rowe Price Investment Management, Inc.326,602$16.2M0.01%−24,853−7.1%Reduced
Prospector Partners LLC294,317$14.6M1.75%+530+0.2%Added
Diversified Investment Strategies, LLC279,850$13.8M9.08%+3,603+1.3%Added
Goldman Sachs Group Inc278,448$13.8M0.00%+118,898+74.5%Added
Bank of America Corp214,022$10.6M0.00%+2,096+1.0%Added
Berkley W R Corp209,542$10.4M0.67%00.0%Unchanged
AQR Capital Management LLC209,195$10.4M0.01%+14,531+7.5%Added
Principal Financial Group Inc193,064$9.55M0.00%+5,300+2.8%Added
River Road Asset Management, LLC183,603$9.08M0.10%−3,227−1.7%Reduced
Public Sector Pension Investment Board155,893$7.71M0.03%+26,637+20.6%Added
Qube Research & Technologies Ltd141,350$6.99M0.01%−8,320−5.6%Reduced
JPMorgan Chase & Co138,117$6.83M0.00%−3,084−2.2%Reduced
Nuveen, LLC133,102$6.59M0.00%−1,327−1.0%Reduced
Raymond James Financial Inc124,939$6.18M0.00%+7,380+6.3%Added
Invesco Ltd.114,590$5.67M0.00%−5,966−4.9%Reduced
Algert Global LLC110,839$5.48M0.09%+7,150+6.9%Added
UBS Asset Management Americas Inc108,283$5.36M0.00%−3,128−2.8%Reduced
Rhumbline Advisers107,328$5.31M0.00%+3,372+3.2%Added
Legal & General Group Plc105,846$5.24M0.00%−3,123−2.9%Reduced
Intrinsic Value Partners, LLC103,058$5.10M4.13%−4,224−3.9%Reduced
UBS Group AG98,586$4.88M0.00%−10,814−9.9%Reduced
Mills Wealth Advisors LLC90,102$4.46M1.81%+1,511+1.7%Added
Accordant Advisory Group Inc81,017$4.01M2.73%+524+0.7%Added
Royce & Associates LP78,800$3.90M0.04%00.0%Unchanged
Two Sigma Investments, LP76,271$3.77M0.01%−96,063−55.7%Reduced
Ameriprise Financial Inc75,363$3.73M0.00%−825−1.1%Reduced
Journey Advisory Group, LLC75,180$3.72M0.28%−8,258−9.9%Reduced
Forest Hill Capital, LLC74,000$3.66M2.16%−5,000−6.3%Reduced
Swiss National Bank73,400$3.63M0.00%+1,100+1.5%Added
Rye Brook Capital LLC63,400$3.14M2.64%+1,600+2.6%Added
American Century Companies Inc60,802$3.01M0.00%+2,575+4.4%Added
Great West Life Assurance Co59,699$2.95M0.00%+811+1.4%Added
Voloridge Investment Management, LLC58,063$2.87M0.01%−30,320−34.3%Reduced
Barclays PLC54,525$2.70M0.00%−19,806−26.6%Reduced
Wells Fargo & Company53,684$2.66M0.00%+4,838+9.9%Added
Dark Forest Capital Management LP52,673$2.61M0.10%+1,966+3.9%Added
Mraz, Amerine & Associates, Inc.50,547$2.50M0.39%−456−0.9%Reduced
Marshall Wace, LLP47,244$2.34M0.00%+47,244New
Prospera Financial Services Inc46,231$2.29M0.04%−389−0.8%Reduced
Alliancebernstein L.P.45,634$2.26M0.00%+500+1.1%Added
RMR Capital Management, LLC43,464$2.15M1.50%−120−0.3%Reduced
Price T Rowe Associates Inc43,118$2.13M0.00%+1,653+4.0%Added
Arrowstreet Capital, Limited Partnership42,910$2.12M0.00%−1,903−4.2%Reduced
Prudential Financial Inc40,799$2.02M0.00%+1,020+2.6%Added
NJ State Employees Deferred Compensation Plan39,000$1.93M0.21%00.0%Unchanged
Russell Investments Group, Ltd.38,334$1.90M0.00%+3,156+9.0%Added
Stifel Financial Corp38,209$1.89M0.00%+1,280+3.5%Added
California State Teachers Retirement System37,609$1.86M0.00%+10.0%Added
Ieq Capital, LLC36,307$1.80M0.01%+4,442+13.9%Added
Citadel Advisors LLC35,392$1.75M0.00%+19,506+122.8%Added
Jane Street Group, LLC33,793$1.67M0.00%−29,798−46.9%Reduced
Annex Advisory Services, LLC32,911$1.63M0.03%−5,627−14.6%Reduced
Blackhawk Capital Partners LLC.31,014$1.53M0.60%+31,014New
Institute for Wealth Management, LLC.30,504$1.51M0.16%+719+2.4%Added
Deutsche Bank AG29,512$1.46M0.00%−34,894−54.2%Reduced
Dauntless Investment Group, LLC29,215$1.45M3.79%+3,181+12.2%Added
BNP Paribas Arbitrage, SA29,062$1.44M0.00%+9,455+48.2%Added
Thrivent Financial for Lutherans28,826$1.43M0.00%+999+3.6%Added
First Trust Advisors LP27,159$1.34M0.00%+3,053+12.7%Added
Lazard Asset Management LLC27,074$1.34M0.00%+26,304+3,416.1%Added
Two Sigma Advisers, LP26,700$1.32M0.00%−32,400−54.8%Reduced
Royal Bank of Canada25,787$1.28M0.00%−6,430−20.0%Reduced
RBF Capital, LLC25,000$1.24M0.06%00.0%Unchanged
Kerrisdale Advisers, LLC23,990$1.19M0.62%00.0%Unchanged
Covestor Ltd23,729$1.17M0.65%−1,077−4.3%Reduced
State of Alaska, Department of Revenue23,316$1.15M0.01%+782+3.5%Added
Intech Investment Management LLC23,050$1.14M0.01%−3,288−12.5%Reduced
MetLife Investment Management22,766$1.13M0.01%00.0%Unchanged
Fund 1 Investments, LLC21,649$1.07M0.13%00.0%Unchanged
Winton Group Ltd21,377$1.06M0.04%+21,377New
Sterling Investment Management, Inc.21,064$1.04M0.63%−86−0.4%Reduced
Susquehanna Fundamental Investments, LLC20,698$1.02M0.04%00.0%Unchanged
Pflug Koory, LLC20,694$1.02M0.49%00.0%Unchanged
Meixler Investment Management, Ltd.20,524$1.02M0.62%−3,715−15.3%Reduced
Illinois Municipal Retirement Fund19,850$982.2K0.01%+392+2.0%Added
Manufacturers Life Insurance Company, The19,461$962.9K0.00%−1,392−6.7%Reduced
Elo Mutual Pension Insurance Co19,138$946.9K0.02%+19,138New
Quest Partners LLC18,507$915.7K0.06%+7,036+61.3%Added
Schonfeld Strategic Advisors LLC18,455$913.2K0.01%+18,455New
Louisiana State Employees Retirement System18,400$910.4K0.02%+700+4.0%Added