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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 22,478 | $1.33M | 0.05% | +1,101+5.2% | Added |
| State of Alaska, Department of Revenue | 23,642 | $1.40M | 0.01% | +326+1.4% | Added |
| Kerrisdale Advisers, LLC | 23,990 | $1.42M | 0.67% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 24,065 | $1.43M | 0.19% | +8,100+50.7% | Added |
| GWM Advisors LLC | 24,290 | $1.44M | 0.01% | +17,013+233.8% | Added |
| RBF Capital, LLC | 25,000 | $1.48M | 0.07% | 00.0% | Unchanged |
| Covestor Ltd | 25,437 | $1.51M | 0.79% | +1,708+7.2% | Added |
| Thrivent Financial for Lutherans | 27,379 | $1.63M | 0.00% | −1,447−5.0% | Reduced |
| Horizon Investments, LLC | 27,845 | $1.65M | 0.02% | +27,845 | New |
| Lazard Asset Management LLC | 28,092 | $1.67M | 0.00% | +1,018+3.8% | Added |
| Creative Planning | 28,634 | $1.70M | 0.00% | +10,889+61.4% | Added |
| State Board of Administration of Florida Retirement System | 28,880 | $1.71M | 0.00% | +19,082+194.8% | Added |
| Institute for Wealth Management, LLC. | 29,450 | $1.75M | 0.19% | −1,054−3.5% | Reduced |
| Weiss Asset Management LP | 30,060 | $1.78M | 0.03% | +30,060 | New |
| Blackhawk Capital Partners LLC. | 30,534 | $1.81M | 0.68% | −480−1.5% | Reduced |
| Ieq Capital, LLC | 31,209 | $1.85M | 0.01% | −5,098−14.0% | Reduced |
| ExodusPoint Capital Management, LP | 31,596 | $1.88M | 0.02% | +18,547+142.1% | Added |
| Two Sigma Advisers, LP | 31,700 | $1.88M | 0.00% | +5,000+18.7% | Added |
| Annex Advisory Services, LLC | 32,176 | $1.91M | 0.04% | −735−2.2% | Reduced |
| Gator Capital Management, LLC | 32,583 | $1.93M | 0.40% | +32,583 | New |
| First Trust Advisors LP | 33,821 | $2.01M | 0.00% | +6,662+24.5% | Added |
| California State Teachers Retirement System | 35,544 | $2.11M | 0.00% | −2,065−5.5% | Reduced |
| Voloridge Investment Management, LLC | 37,740 | $2.24M | 0.01% | −20,323−35.0% | Reduced |
| Stifel Financial Corp | 38,221 | $2.27M | 0.00% | +120.0% | Added |
| Russell Investments Group, Ltd. | 38,230 | $2.27M | 0.00% | −104−0.3% | Reduced |
| SG Americas Securities, LLC | 38,860 | $2.31M | 0.00% | +22,547+138.2% | Added |
| UBS Group AG | 39,990 | $2.37M | 0.00% | −58,596−59.4% | Reduced |
| Dark Forest Capital Management LP | 42,145 | $2.50M | 0.11% | −10,528−20.0% | Reduced |
| Dauntless Investment Group, LLC | 42,714 | $2.54M | 9.33% | +13,499+46.2% | Added |
| RMR Capital Management, LLC | 43,464 | $2.58M | 1.86% | 00.0% | Unchanged |
| Citadel Advisors LLC | 45,461 | $2.70M | 0.00% | +10,069+28.4% | Added |
| Price T Rowe Associates Inc | 45,596 | $2.71M | 0.00% | +2,478+5.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,780 | $2.90M | 0.00% | +48,780 | New |
| Royal Bank of Canada | 50,146 | $2.98M | 0.00% | +24,359+94.5% | Added |
| Mraz, Amerine & Associates, Inc. | 50,127 | $2.98M | 0.44% | −420−0.8% | Reduced |
| Deutsche Bank AG | 50,373 | $2.99M | 0.00% | +20,861+70.7% | Added |
| Alliancebernstein L.P. | 51,134 | $3.04M | 0.00% | +5,500+12.1% | Added |
| Great West Life Assurance Co | 52,374 | $3.11M | 0.01% | −7,325−12.3% | Reduced |
| Barclays PLC | 59,388 | $3.53M | 0.00% | +4,863+8.9% | Added |
| Bessemer Group Inc | 62,564 | $3.71M | 0.01% | +53,944+625.8% | Added |
| Rye Brook Capital LLC | 63,400 | $3.76M | 3.52% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 66,419 | $3.94M | 0.00% | −41,864−38.7% | Reduced |
| Wells Fargo & Company | 68,862 | $4.09M | 0.00% | +15,178+28.3% | Added |
| Ameriprise Financial Inc | 73,603 | $4.37M | 0.00% | −1,760−2.3% | Reduced |
| Forest Hill Capital, LLC | 74,000 | $4.39M | 2.25% | 00.0% | Unchanged |
| Swiss National Bank | 74,300 | $4.41M | 0.00% | +900+1.2% | Added |
| American Century Companies Inc | 74,414 | $4.42M | 0.00% | +13,612+22.4% | Added |
| HRT Financial LP | 75,211 | $4.46M | 0.01% | +67,621+890.9% | Added |
| Prudential Financial Inc | 75,255 | $4.47M | 0.01% | +34,456+84.5% | Added |
| Journey Advisory Group, LLC | 75,881 | $4.51M | 0.38% | +701+0.9% | Added |
| Royce & Associates LP | 78,800 | $4.68M | 0.05% | 00.0% | Unchanged |
| Gem Investment Advisors, LLC | 81,142 | $4.82M | 4.57% | +81,142 | New |
| Qube Research & Technologies Ltd | 83,185 | $4.94M | 0.01% | −58,165−41.1% | Reduced |
| Point72 Asset Management, L.P. | 87,083 | $5.17M | 0.01% | +78,552+920.8% | Added |
| Jane Street Group, LLC | 89,068 | $5.29M | 0.01% | +55,275+163.6% | Added |
| Mills Wealth Advisors LLC | 89,823 | $5.33M | 2.10% | −279−0.3% | Reduced |
| JPMorgan Chase & Co | 92,799 | $5.51M | 0.00% | −45,318−32.8% | Reduced |
| Intrinsic Value Partners, LLC | 96,343 | $5.72M | 4.29% | −6,715−6.5% | Reduced |
| Accordant Advisory Group Inc | 97,051 | $5.76M | 3.98% | +16,034+19.8% | Added |
| Rhumbline Advisers | 100,578 | $5.97M | 0.00% | −6,750−6.3% | Reduced |
| Algert Global LLC | 103,679 | $6.16M | 0.10% | −7,160−6.5% | Reduced |
| Legal & General Group Plc | 122,684 | $7.28M | 0.00% | +16,838+15.9% | Added |
| Two Sigma Investments, LP | 128,352 | $7.62M | 0.01% | +52,081+68.3% | Added |
| Nuveen, LLC | 131,938 | $7.83M | 0.00% | −1,164−0.9% | Reduced |
| River Road Asset Management, LLC | 137,874 | $8.19M | 0.09% | −45,729−24.9% | Reduced |
| Janus Henderson Group PLC | 139,947 | $8.31M | 0.00% | +121,733+668.3% | Added |
| Raymond James Financial Inc | 162,417 | $9.64M | 0.00% | +37,478+30.0% | Added |
| Invesco Ltd. | 169,191 | $10.0M | 0.00% | +54,601+47.6% | Added |
| Public Sector Pension Investment Board | 174,988 | $10.4M | 0.03% | +19,095+12.2% | Added |
| AQR Capital Management LLC | 187,100 | $11.1M | 0.01% | −22,095−10.6% | Reduced |
| Goldman Sachs Group Inc | 189,208 | $11.2M | 0.00% | −89,240−32.0% | Reduced |
| Principal Financial Group Inc | 190,434 | $11.3M | 0.01% | −2,630−1.4% | Reduced |
| Berkley W R Corp | 209,542 | $12.4M | 0.70% | 00.0% | Unchanged |
| Bank of America Corp | 238,929 | $14.2M | 0.00% | +24,907+11.6% | Added |
| T. Rowe Price Investment Management, Inc. | 253,471 | $15.0M | 0.01% | −73,131−22.4% | Reduced |
| Diversified Investment Strategies, LLC | 273,950 | $16.3M | 10.66% | −5,900−2.1% | Reduced |
| Bank of New York Mellon Corp | 310,120 | $18.4M | 0.00% | −25,979−7.7% | Reduced |
| Schwartz Investment Counsel Inc | 310,400 | $18.4M | 0.64% | −25,000−7.5% | Reduced |
| Front Street Capital Management, Inc. | 330,349 | $19.6M | 2.78% | −5,407−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 364,009 | $21.6M | 0.00% | +3,007+0.8% | Added |
| Morgan Stanley | 396,097 | $23.5M | 0.00% | +30,239+8.3% | Added |
| Northern Trust Corp | 412,446 | $24.5M | 0.00% | −43,306−9.5% | Reduced |
| Victory Capital Management Inc | 429,376 | $25.5M | 0.01% | +21,938+5.4% | Added |
| Nitor Capital Management LLC | 535,431 | $31.8M | 28.27% | +535,431 | New |
| Horizon Kinetics Asset Management LLC | 554,837 | $32.9M | 0.45% | −892−0.2% | Reduced |
| Gabelli Funds LLC | 600,500 | $35.7M | 0.24% | −12,500−2.0% | Reduced |
| Gamco Investors, Inc. Et Al | 629,510 | $37.4M | 0.36% | −4,900−0.8% | Reduced |
| Praetorian PR LLC | 660,000 | $39.2M | 18.99% | 00.0% | Unchanged |
| FMR LLC | 668,473 | $39.7M | 0.00% | −49,327−6.9% | Reduced |
| Capital Research Global Investors | 823,697 | $48.9M | 0.01% | −106,521−11.5% | Reduced |
| Geode Capital Management, LLC | 994,963 | $59.1M | 0.00% | +11,621+1.2% | Added |
| Select Equity Group, L.P. | 1,181,452 | $70.1M | 0.33% | +157,852+15.4% | Added |
| Dimensional Fund Advisors LP | 1,358,337 | $80.6M | 0.02% | −4,681−0.3% | Reduced |
| State Street Corp | 1,430,583 | $84.9M | 0.00% | +21,309+1.5% | Added |
| Vanguard Group Inc | 5,717,399 | $339.4M | 0.00% | −241,899−4.1% | Reduced |
| BlackRock, Inc. | 6,000,969 | $356.3M | 0.01% | +21,415+0.4% | Added |
| Fairholme Capital Management LLC | 19,422,467 | $1.15B | 80.43% | −155,900−0.8% | Reduced |
| Prospector Partners LLC | 0 | $0 | 0.00% | −294,317−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −47,244−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |