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 2026
Institutional positions in ST JOE Co as of Mar 31, 2026. 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
- 320
- +26 vs. Q4 2025
- Shares held
- 50.2M
- +5.72M (+12.9%) vs. Q4 2025
- Total value
- $3.15B
- +$511.7M (+19.4%) vs. Q4 2025
- New holders
- 46
- 113 more added
- Sold out
- 20
- 101 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding ST JOE Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fairholme Capital Management LLC | 19,210,167 | $1.21B | 79.67% | −212,300−1.1% | Reduced |
| BlackRock, Inc. | 5,982,465 | $375.7M | 0.01% | −18,504−0.3% | Reduced |
| Vanguard Portfolio Management LLC | 3,839,565 | $241.1M | 0.01% | +3,839,565 | New |
| Vanguard Capital Management LLC | 1,800,615 | $113.1M | 0.00% | +1,800,615 | New |
| State Street Corp | 1,485,510 | $93.3M | 0.00% | +54,927+3.8% | Added |
| Dimensional Fund Advisors LP | 1,318,938 | $82.8M | 0.02% | −39,399−2.9% | Reduced |
| Select Equity Group, L.P. | 1,274,988 | $80.1M | 0.43% | +93,536+7.9% | Added |
| Geode Capital Management, LLC | 1,017,364 | $63.9M | 0.00% | +22,401+2.3% | Added |
| Praetorian PR LLC | 675,000 | $42.4M | 15.42% | +15,000+2.3% | Added |
| FMR LLC | 651,699 | $40.9M | 0.00% | −16,774−2.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 542,609 | $34.1M | 0.37% | −12,228−2.2% | Reduced |
| Nitor Capital Management LLC | 527,600 | $33.1M | 25.51% | −7,831−1.5% | Reduced |
| Gabelli Funds LLC | 520,400 | $32.7M | 0.22% | −80,100−13.3% | Reduced |
| Capital Research Global Investors | 513,697 | $32.3M | 0.01% | −310,000−37.6% | Reduced |
| Gamco Investors, Inc. Et Al | 471,510 | $29.6M | 0.29% | −158,000−25.1% | Reduced |
| Morgan Stanley | 462,140 | $29.0M | 0.00% | +66,043+16.7% | Added |
| Northern Trust Corp | 453,607 | $28.5M | 0.00% | +41,161+10.0% | Added |
| Victory Capital Management Inc | 436,341 | $27.4M | 0.02% | +6,965+1.6% | Added |
| Charles Schwab Investment Management Inc | 370,396 | $23.3M | 0.00% | +6,387+1.8% | Added |
| Invesco Ltd. | 350,452 | $22.0M | 0.00% | +181,261+107.1% | Added |
| Bank of New York Mellon Corp | 303,591 | $19.1M | 0.00% | −6,529−2.1% | Reduced |
| Front Street Capital Management, Inc. | 282,984 | $17.8M | 2.36% | −47,365−14.3% | Reduced |
| Vanguard Fiduciary Trust Co | 275,965 | $17.3M | 0.00% | +275,965 | New |
| Diversified Investment Strategies, LLC | 272,475 | $17.1M | 10.93% | −1,475−0.5% | Reduced |
| Schwartz Investment Counsel Inc | 266,400 | $16.7M | 0.59% | −44,000−14.2% | Reduced |
| Goldman Sachs Group Inc | 249,448 | $15.7M | 0.00% | +60,240+31.8% | Added |
| T. Rowe Price Investment Management, Inc. | 231,307 | $14.5M | 0.01% | −22,164−8.7% | Reduced |
| AQR Capital Management LLC | 229,430 | $14.4M | 0.01% | +42,330+22.6% | Added |
| Bank of America Corp | 227,594 | $14.3M | 0.00% | −11,335−4.7% | Reduced |
| Principal Financial Group Inc | 222,891 | $14.0M | 0.01% | +32,457+17.0% | Added |
| Berkley W R Corp | 209,542 | $13.2M | 0.71% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 167,712 | $10.5M | 0.01% | +39,360+30.7% | Added |
| Raymond James Financial Inc | 167,693 | $10.5M | 0.00% | +5,276+3.2% | Added |
| Prudential Financial Inc | 163,285 | $10.3M | 0.01% | +88,030+117.0% | Added |
| Janus Henderson Group PLC | 153,122 | $9.62M | 0.00% | +13,175+9.4% | Added |
| Public Sector Pension Investment Board | 152,584 | $9.58M | 0.03% | −22,404−12.8% | Reduced |
| River Road Asset Management, LLC | 145,599 | $9.14M | 0.10% | +7,725+5.6% | Added |
| Nuveen, LLC | 129,548 | $8.14M | 0.00% | −2,390−1.8% | Reduced |
| First Trust Advisors LP | 127,557 | $8.01M | 0.01% | +93,736+277.2% | Added |
| Qube Research & Technologies Ltd | 117,886 | $7.40M | 0.01% | +34,701+41.7% | Added |
| Legal & General Group Plc | 114,991 | $7.22M | 0.00% | −7,693−6.3% | Reduced |
| Rhumbline Advisers | 103,060 | $6.47M | 0.01% | +2,482+2.5% | Added |
| Algert Global LLC | 97,849 | $6.14M | 0.09% | −5,830−5.6% | Reduced |
| Accordant Advisory Group Inc | 97,515 | $6.12M | 3.79% | +464+0.5% | Added |
| JPMorgan Chase & Co | 97,284 | $6.09M | 0.00% | +4,485+4.8% | Added |
| Intrinsic Value Partners, LLC | 92,491 | $5.81M | 4.48% | −3,852−4.0% | Reduced |
| Mills Wealth Advisors LLC | 89,188 | $5.60M | 1.96% | −635−0.7% | Reduced |
| American Century Companies Inc | 81,542 | $5.12M | 0.00% | +7,128+9.6% | Added |
| Gem Investment Advisors, LLC | 81,142 | $5.10M | 5.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 80,888 | $5.08M | 0.01% | −8,180−9.2% | Reduced |
| UBS Asset Management Americas Inc | 80,553 | $5.06M | 0.00% | +14,134+21.3% | Added |
| Royce & Associates LP | 78,800 | $4.95M | 0.05% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 75,779 | $4.76M | 0.41% | −102−0.1% | Reduced |
| Swiss National Bank | 74,300 | $4.67M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 72,661 | $4.56M | 0.00% | −942−1.3% | Reduced |
| Rye Brook Capital LLC | 66,000 | $4.14M | 3.82% | +2,600+4.1% | Added |
| Bessemer Group Inc | 62,564 | $3.93M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 61,390 | $3.86M | 0.00% | +21,400+53.5% | Added |
| Renaissance Technologies LLC | 54,900 | $3.45M | 0.01% | +46,000+516.9% | Added |
| Price T Rowe Associates Inc | 53,904 | $3.39M | 0.00% | +8,308+18.2% | Added |
| Great West Life Assurance Co | 50,754 | $3.19M | 0.01% | −1,620−3.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 49,877 | $3.13M | 0.46% | −250−0.5% | Reduced |
| Point72 Asset Management, L.P. | 48,949 | $3.07M | 0.01% | −38,134−43.8% | Reduced |
| Trexquant Investment LP | 48,808 | $3.07M | 0.02% | +29,729+155.8% | Added |
| Wells Fargo & Company | 47,610 | $2.99M | 0.00% | −21,252−30.9% | Reduced |
| Royal Bank of Canada | 47,500 | $2.98M | 0.00% | −2,646−5.3% | Reduced |
| Deutsche Bank AG | 43,881 | $2.76M | 0.00% | −6,492−12.9% | Reduced |
| RMR Capital Management, LLC | 43,264 | $2.72M | 1.96% | −200−0.5% | Reduced |
| Vident Advisory, LLC | 41,213 | $2.59M | 0.02% | +41,213 | New |
| Alliancebernstein L.P. | 43,434 | $2.58M | 0.00% | −7,700−15.1% | Reduced |
| Stifel Financial Corp | 39,737 | $2.50M | 0.00% | +1,516+4.0% | Added |
| Ieq Capital, LLC | 39,448 | $2.48M | 0.01% | +8,239+26.4% | Added |
| Citadel Advisors LLC | 36,273 | $2.28M | 0.00% | −9,188−20.2% | Reduced |
| California State Teachers Retirement System | 35,260 | $2.21M | 0.00% | −284−0.8% | Reduced |
| Russell Investments Group, Ltd. | 35,051 | $2.20M | 0.00% | −3,179−8.3% | Reduced |
| Dauntless Investment Group, LLC | 32,253 | $2.03M | 5.69% | −10,461−24.5% | Reduced |
| Blackhawk Capital Partners LLC. | 31,534 | $1.98M | 0.73% | +1,000+3.3% | Added |
| Lazard Asset Management LLC | 31,356 | $1.97M | 0.00% | +3,264+11.6% | Added |
| Vanguard Asset Management, Ltd | 31,221 | $1.96M | 0.00% | +31,221 | New |
| Annex Advisory Services, LLC | 30,895 | $1.94M | 0.04% | −1,281−4.0% | Reduced |
| Creative Planning | 30,079 | $1.89M | 0.00% | +1,445+5.0% | Added |
| Intech Investment Management LLC | 30,076 | $1.89M | 0.02% | +15,127+101.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 28,644 | $1.87M | 0.00% | +18,059+170.6% | Added |
| Institute for Wealth Management, LLC. | 29,434 | $1.85M | 0.20% | −16−0.1% | Reduced |
| Horizon Investments, LLC | 29,430 | $1.85M | 0.02% | +1,585+5.7% | Added |
| Emmett Investment Management, LP | 26,618 | $1.71M | 1.31% | +26,618 | New |
| Thrivent Financial for Lutherans | 26,595 | $1.67M | 0.00% | −784−2.9% | Reduced |
| SG Americas Securities, LLC | 26,582 | $1.67M | 0.00% | −12,278−31.6% | Reduced |
| Occudo Quantitative Strategies LP | 25,816 | $1.67M | 0.09% | +11,459+79.8% | Added |
| Gator Capital Management, LLC | 25,000 | $1.57M | 0.33% | −7,583−23.3% | Reduced |
| RBF Capital, LLC | 25,000 | $1.57M | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 24,095 | $1.51M | 0.09% | +24,095 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 24,065 | $1.51M | 0.20% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 23,990 | $1.51M | 0.57% | 00.0% | Unchanged |
| Covestor Ltd | 23,730 | $1.49M | 1.03% | −1,707−6.7% | Reduced |
| State Board of Administration of Florida Retirement System | 23,455 | $1.47M | 0.00% | −5,425−18.8% | Reduced |
| State of Alaska, Department of Revenue | 23,020 | $1.45M | 0.02% | −622−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 20,973 | $1.32M | 0.00% | +10,365+97.7% | Added |
| MetLife Investment Management | 20,892 | $1.31M | 0.01% | −364−1.7% | Reduced |
| Illinois Municipal Retirement Fund | 20,702 | $1.30M | 0.02% | −994−4.6% | Reduced |