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 2025
Institutional positions in ST JOE Co as of Dec 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
- 297
- +29 vs. Q3 2025
- Shares held
- 50.2M
- +308.2K (+0.6%) vs. Q3 2025
- Total value
- $2.98B
- +$511.9M (+20.7%) vs. Q3 2025
- New holders
- 60
- 95 more added
- Sold out
- 31
- 94 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 320 | $3.14B |
| Q1 2026 | 320 | $3.15B |
| Q4 2025 | 297 | $2.98B |
| Q3 2025 | 275 | $2.47B |
| Q2 2025 | 271 | $2.39B |
| Q1 2025 | 278 | $2.35B |
| Q4 2024 | 245 | $2.24B |
| Q3 2024 | 240 | $2.92B |
| Q2 2024 | 233 | $2.73B |
| Q1 2024 | 241 | $2.88B |
| Q4 2023 | 240 | $3.04B |
| Q3 2023 | 224 | $2.77B |
| Q2 2023 | 186 | $2.52B |
| Q1 2023 | 185 | $2.16B |
| Q4 2022 | 188 | $1.99B |
| Q3 2022 | 180 | $1.63B |
| Q2 2022 | 188 | $2.04B |
| Q1 2022 | 202 | $3.06B |
| Q4 2021 | 187 | $2.69B |
| Q3 2021 | 171 | $2.17B |
| Q2 2021 | 165 | $2.33B |
| Q1 2021 | 183 | $2.25B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairholme Capital Management LLC | 19,422,467 | $1.15B | 80.43% | −155,900−0.8% | Reduced |
| BlackRock, Inc. | 6,000,969 | $356.3M | 0.01% | +21,415+0.4% | Added |
| Vanguard Group Inc | 5,717,399 | $339.4M | 0.00% | −241,899−4.1% | Reduced |
| State Street Corp | 1,430,583 | $84.9M | 0.00% | +21,309+1.5% | Added |
| Dimensional Fund Advisors LP | 1,358,337 | $80.6M | 0.02% | −4,681−0.3% | Reduced |
| Select Equity Group, L.P. | 1,181,452 | $70.1M | 0.33% | +157,852+15.4% | Added |
| Geode Capital Management, LLC | 994,963 | $59.1M | 0.00% | +11,621+1.2% | Added |
| Capital Research Global Investors | 823,697 | $48.9M | 0.01% | −106,521−11.5% | Reduced |
| FMR LLC | 668,473 | $39.7M | 0.00% | −49,327−6.9% | Reduced |
| Praetorian PR LLC | 660,000 | $39.2M | 18.99% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 629,510 | $37.4M | 0.36% | −4,900−0.8% | Reduced |
| Gabelli Funds LLC | 600,500 | $35.7M | 0.24% | −12,500−2.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 554,837 | $32.9M | 0.45% | −892−0.2% | Reduced |
| Nitor Capital Management LLC | 535,431 | $31.8M | 28.27% | +535,431 | New |
| Victory Capital Management Inc | 429,376 | $25.5M | 0.01% | +21,938+5.4% | Added |
| Northern Trust Corp | 412,446 | $24.5M | 0.00% | −43,306−9.5% | Reduced |
| Morgan Stanley | 396,097 | $23.5M | 0.00% | +30,239+8.3% | Added |
| Charles Schwab Investment Management Inc | 364,009 | $21.6M | 0.00% | +3,007+0.8% | Added |
| Front Street Capital Management, Inc. | 330,349 | $19.6M | 2.78% | −5,407−1.6% | Reduced |
| Schwartz Investment Counsel Inc | 310,400 | $18.4M | 0.64% | −25,000−7.5% | Reduced |
| Bank of New York Mellon Corp | 310,120 | $18.4M | 0.00% | −25,979−7.7% | Reduced |
| Diversified Investment Strategies, LLC | 273,950 | $16.3M | 10.66% | −5,900−2.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 253,471 | $15.0M | 0.01% | −73,131−22.4% | Reduced |
| Bank of America Corp | 238,929 | $14.2M | 0.00% | +24,907+11.6% | Added |
| Berkley W R Corp | 209,542 | $12.4M | 0.70% | 00.0% | Unchanged |
| Principal Financial Group Inc | 190,434 | $11.3M | 0.01% | −2,630−1.4% | Reduced |
| Goldman Sachs Group Inc | 189,208 | $11.2M | 0.00% | −89,240−32.0% | Reduced |
| AQR Capital Management LLC | 187,100 | $11.1M | 0.01% | −22,095−10.6% | Reduced |
| Public Sector Pension Investment Board | 174,988 | $10.4M | 0.03% | +19,095+12.2% | Added |
| Invesco Ltd. | 169,191 | $10.0M | 0.00% | +54,601+47.6% | Added |
| Raymond James Financial Inc | 162,417 | $9.64M | 0.00% | +37,478+30.0% | Added |
| Janus Henderson Group PLC | 139,947 | $8.31M | 0.00% | +121,733+668.3% | Added |
| River Road Asset Management, LLC | 137,874 | $8.19M | 0.09% | −45,729−24.9% | Reduced |
| Nuveen, LLC | 131,938 | $7.83M | 0.00% | −1,164−0.9% | Reduced |
| Two Sigma Investments, LP | 128,352 | $7.62M | 0.01% | +52,081+68.3% | Added |
| Legal & General Group Plc | 122,684 | $7.28M | 0.00% | +16,838+15.9% | Added |
| Algert Global LLC | 103,679 | $6.16M | 0.10% | −7,160−6.5% | Reduced |
| Rhumbline Advisers | 100,578 | $5.97M | 0.00% | −6,750−6.3% | Reduced |
| Accordant Advisory Group Inc | 97,051 | $5.76M | 3.98% | +16,034+19.8% | Added |
| Intrinsic Value Partners, LLC | 96,343 | $5.72M | 4.29% | −6,715−6.5% | Reduced |
| JPMorgan Chase & Co | 92,799 | $5.51M | 0.00% | −45,318−32.8% | Reduced |
| Mills Wealth Advisors LLC | 89,823 | $5.33M | 2.10% | −279−0.3% | Reduced |
| Jane Street Group, LLC | 89,068 | $5.29M | 0.01% | +55,275+163.6% | Added |
| Point72 Asset Management, L.P. | 87,083 | $5.17M | 0.01% | +78,552+920.8% | Added |
| Qube Research & Technologies Ltd | 83,185 | $4.94M | 0.01% | −58,165−41.1% | Reduced |
| Gem Investment Advisors, LLC | 81,142 | $4.82M | 4.57% | +81,142 | New |
| Royce & Associates LP | 78,800 | $4.68M | 0.05% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 75,881 | $4.51M | 0.38% | +701+0.9% | Added |
| Prudential Financial Inc | 75,255 | $4.47M | 0.01% | +34,456+84.5% | Added |
| HRT Financial LP | 75,211 | $4.46M | 0.01% | +67,621+890.9% | Added |
| American Century Companies Inc | 74,414 | $4.42M | 0.00% | +13,612+22.4% | Added |
| Swiss National Bank | 74,300 | $4.41M | 0.00% | +900+1.2% | Added |
| Forest Hill Capital, LLC | 74,000 | $4.39M | 2.25% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 73,603 | $4.37M | 0.00% | −1,760−2.3% | Reduced |
| Wells Fargo & Company | 68,862 | $4.09M | 0.00% | +15,178+28.3% | Added |
| UBS Asset Management Americas Inc | 66,419 | $3.94M | 0.00% | −41,864−38.7% | Reduced |
| Rye Brook Capital LLC | 63,400 | $3.76M | 3.52% | 00.0% | Unchanged |
| Bessemer Group Inc | 62,564 | $3.71M | 0.01% | +53,944+625.8% | Added |
| Barclays PLC | 59,388 | $3.53M | 0.00% | +4,863+8.9% | Added |
| Great West Life Assurance Co | 52,374 | $3.11M | 0.01% | −7,325−12.3% | Reduced |
| Alliancebernstein L.P. | 51,134 | $3.04M | 0.00% | +5,500+12.1% | Added |
| Deutsche Bank AG | 50,373 | $2.99M | 0.00% | +20,861+70.7% | Added |
| Mraz, Amerine & Associates, Inc. | 50,127 | $2.98M | 0.44% | −420−0.8% | Reduced |
| Royal Bank of Canada | 50,146 | $2.98M | 0.00% | +24,359+94.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,780 | $2.90M | 0.00% | +48,780 | New |
| Price T Rowe Associates Inc | 45,596 | $2.71M | 0.00% | +2,478+5.7% | Added |
| Citadel Advisors LLC | 45,461 | $2.70M | 0.00% | +10,069+28.4% | Added |
| RMR Capital Management, LLC | 43,464 | $2.58M | 1.86% | 00.0% | Unchanged |
| Dauntless Investment Group, LLC | 42,714 | $2.54M | 9.33% | +13,499+46.2% | Added |
| Dark Forest Capital Management LP | 42,145 | $2.50M | 0.11% | −10,528−20.0% | Reduced |
| UBS Group AG | 39,990 | $2.37M | 0.00% | −58,596−59.4% | Reduced |
| SG Americas Securities, LLC | 38,860 | $2.31M | 0.00% | +22,547+138.2% | Added |
| Russell Investments Group, Ltd. | 38,230 | $2.27M | 0.00% | −104−0.3% | Reduced |
| Stifel Financial Corp | 38,221 | $2.27M | 0.00% | +120.0% | Added |
| Voloridge Investment Management, LLC | 37,740 | $2.24M | 0.01% | −20,323−35.0% | Reduced |
| California State Teachers Retirement System | 35,544 | $2.11M | 0.00% | −2,065−5.5% | Reduced |
| First Trust Advisors LP | 33,821 | $2.01M | 0.00% | +6,662+24.5% | Added |
| Gator Capital Management, LLC | 32,583 | $1.93M | 0.40% | +32,583 | New |
| Annex Advisory Services, LLC | 32,176 | $1.91M | 0.04% | −735−2.2% | Reduced |
| Two Sigma Advisers, LP | 31,700 | $1.88M | 0.00% | +5,000+18.7% | Added |
| ExodusPoint Capital Management, LP | 31,596 | $1.88M | 0.02% | +18,547+142.1% | Added |
| Ieq Capital, LLC | 31,209 | $1.85M | 0.01% | −5,098−14.0% | Reduced |
| Blackhawk Capital Partners LLC. | 30,534 | $1.81M | 0.68% | −480−1.5% | Reduced |
| Weiss Asset Management LP | 30,060 | $1.78M | 0.03% | +30,060 | New |
| Institute for Wealth Management, LLC. | 29,450 | $1.75M | 0.19% | −1,054−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 28,880 | $1.71M | 0.00% | +19,082+194.8% | Added |
| Creative Planning | 28,634 | $1.70M | 0.00% | +10,889+61.4% | Added |
| Lazard Asset Management LLC | 28,092 | $1.67M | 0.00% | +1,018+3.8% | Added |
| Horizon Investments, LLC | 27,845 | $1.65M | 0.02% | +27,845 | New |
| Thrivent Financial for Lutherans | 27,379 | $1.63M | 0.00% | −1,447−5.0% | Reduced |
| Covestor Ltd | 25,437 | $1.51M | 0.79% | +1,708+7.2% | Added |
| RBF Capital, LLC | 25,000 | $1.48M | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,290 | $1.44M | 0.01% | +17,013+233.8% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 24,065 | $1.43M | 0.19% | +8,100+50.7% | Added |
| Kerrisdale Advisers, LLC | 23,990 | $1.42M | 0.67% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 23,642 | $1.40M | 0.01% | +326+1.4% | Added |
| Winton Group Ltd | 22,478 | $1.33M | 0.05% | +1,101+5.2% | Added |
| Illinois Municipal Retirement Fund | 21,696 | $1.29M | 0.02% | +1,846+9.3% | Added |
| Prospera Financial Services Inc | 21,470 | $1.27M | 0.02% | −24,761−53.6% | Reduced |
| MetLife Investment Management | 21,256 | $1.26M | 0.01% | −1,510−6.6% | Reduced |