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 |
|---|---|---|---|---|---|
| Invesco Ltd. | 350,452 | $22.0M | 0.00% | +181,261+107.1% | Added |
| Charles Schwab Investment Management Inc | 370,396 | $23.3M | 0.00% | +6,387+1.8% | Added |
| Victory Capital Management Inc | 436,341 | $27.4M | 0.02% | +6,965+1.6% | Added |
| Northern Trust Corp | 453,607 | $28.5M | 0.00% | +41,161+10.0% | Added |
| Morgan Stanley | 462,140 | $29.0M | 0.00% | +66,043+16.7% | Added |
| Gamco Investors, Inc. Et Al | 471,510 | $29.6M | 0.29% | −158,000−25.1% | Reduced |
| Capital Research Global Investors | 513,697 | $32.3M | 0.01% | −310,000−37.6% | Reduced |
| Gabelli Funds LLC | 520,400 | $32.7M | 0.22% | −80,100−13.3% | Reduced |
| Nitor Capital Management LLC | 527,600 | $33.1M | 25.51% | −7,831−1.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 542,609 | $34.1M | 0.37% | −12,228−2.2% | Reduced |
| FMR LLC | 651,699 | $40.9M | 0.00% | −16,774−2.5% | Reduced |
| Praetorian PR LLC | 675,000 | $42.4M | 15.42% | +15,000+2.3% | Added |
| Geode Capital Management, LLC | 1,017,364 | $63.9M | 0.00% | +22,401+2.3% | Added |
| Select Equity Group, L.P. | 1,274,988 | $80.1M | 0.43% | +93,536+7.9% | Added |
| Dimensional Fund Advisors LP | 1,318,938 | $82.8M | 0.02% | −39,399−2.9% | Reduced |
| State Street Corp | 1,485,510 | $93.3M | 0.00% | +54,927+3.8% | Added |
| Vanguard Capital Management LLC | 1,800,615 | $113.1M | 0.00% | +1,800,615 | New |
| Vanguard Portfolio Management LLC | 3,839,565 | $241.1M | 0.01% | +3,839,565 | New |
| BlackRock, Inc. | 5,982,465 | $375.7M | 0.01% | −18,504−0.3% | Reduced |
| Fairholme Capital Management LLC | 19,210,167 | $1.21B | 79.67% | −212,300−1.1% | Reduced |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −42,145−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −37,740−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,596−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,060−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −20,698−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,849−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,591−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,548−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,426−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |