The St JoeJOE
13F holders, Q1 2025 (March 31)278holders +33
49new positions
16sold out
8famous investors
$46.95avg. 13F price*
At the end of Q1 2025, 278 institutions reported holding The St Joe Co. (JOE) in their 13F filings, up 33 from Q4 2024. 49 opened new positions and 16 sold out. The largest holders were Fairholme Capital Management ($948.7M), BlackRock, Inc. ($296.5M) and Vanguard Group Inc. ($288.0M). 8 famous investors held it, including Bruce Berkowitz (78.1% of Fairholme Capital Management's portfolio), Mario Gabelli (0.3% of GAMCO Investors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- The St Joe Co.
- CUSIP
- 790148100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $66.2M |
| Exits | 16 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 2,019,379 shares bought and 1,981,737 shares sold, net +37,642 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| Fairholme Capital Management | 78.07% | Reduce -2.0% | 20,206,867 | $948.7M |
| BlackRock, Inc. | 0.01% | Reduce -1.0% | 6,315,448 | $296.5M |
| Vanguard Group Inc. | 0.01% | Reduce -1.0% | 6,134,191 | $288.0M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -5.2% | 1,388,852 | $65.2M |
| State Street Corp. | 0.00% | Reduce -5.3% | 1,386,703 | $65.1M |
| Geode Capital Management, LLC | 0.00% | Add +3.0% | 933,778 | $43.9M |
| Praetorian PR LLC | 18.19% | Add +0.6% | 835,000 | $39.2M |
| Capital Research Global Investors | 0.01% | New | 778,534 | $36.6M |
| FMR LLC | 0.00% | Reduce -6.0% | 763,715 | $35.9M |
| GAMCO Investors | 0.34% | Reduce -2.5% | 658,810 | $30.9M |
| Gabelli Funds LLC | 0.23% | Reduce -4.5% | 634,300 | $29.8M |
| Horizon Kinetics Asset Management LLC | 0.30% | Reduce -2.5% | 550,339 | $25.8M |
| Morgan Stanley | 0.00% | Reduce -5.6% | 498,217 | $23.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -22.3% | 462,533 | $21.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 432,723 | $20.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.8% | 371,097 | $17.4M |
| Front Street Capital Management, Inc. | 3.20% | Reduce -16.1% | 357,053 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.1% | 337,070 | $15.8M |
| Schwartz Investment Counsel Inc. | 0.53% | Add +23.1% | 330,400 | $15.5M |
| Diversified Investment Strategies, LLC | 8.93% | Reduce -0.6% | 280,167 | $13.2M |
| Berkley W R Corp. | 0.72% | No change | 209,542 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -23.3% | 191,890 | $9.0M |
| Principal Financial Group Inc. | 0.01% | Add +2.3% | 189,390 | $8.9M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -29.5% | 180,193 | $8.5M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 174,763 | $8.2M |
| Voloridge Investment Management, LLC | 0.03% | Add +7.3% | 160,537 | $7.5M |
| Nuveen, LLC | 0.00% | — | 153,254 | $7.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -12.0% | 140,408 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.2% | 133,462 | $6.3M |
| Millennium Management | 0.01% | Reduce -39.3% | 127,520 | $6.0M |
| Public Sector Pension Investment Board | 0.02% | Add +27.3% | 120,371 | $5.7M |
| UBS Group AG | 0.00% | Reduce -36.8% | 115,312 | $5.4M |
| Invesco Ltd. | 0.00% | Add +84.5% | 114,888 | $5.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 110,607 | $5.2M |
| Intrinsic Value Partners, LLC | 5.03% | Reduce -3.3% | 108,505 | $5.1M |
| Algert Global LLC | 0.12% | Reduce -7.0% | 103,689 | $4.9M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +67.4% | 100,951 | $4.7M |
| Rhumbline Advisers | 0.00% | Reduce -0.6% | 100,657 | $4.7M |
| River Road Asset Management, LLC | 0.06% | Reduce -1.2% | 100,465 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 95,122 | $4.5M |
| Old West Investment Management, LLC | 1.58% | Add +2.5% | 93,508 | $4.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +29.4% | 87,606 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.7% | 85,454 | $4.0M |
| Journey Advisory Group, LLC | 0.33% | New | 84,588 | $4.0M |
| Swiss National Bank | 0.00% | Reduce -1.5% | 79,200 | $3.7M |
| Forest Hill Capital, LLC | 2.78% | No change | 79,000 | $3.7M |
| Royce & Associates LP | 0.04% | No change | 78,800 | $3.7M |
| AQR Capital Management | 0.00% | Add +152.4% | 76,084 | $3.6M |
| Accordant Advisory Group Inc | 3.46% | Add +44.2% | 75,331 | $3.5M |
| Two Sigma Investments, LP | 0.01% | New | 67,671 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -3.6% | 66,832 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -24.6% | 64,707 | $3.0M |
| Mills Wealth Advisors LLC | 1.58% | New | 63,398 | $3.0M |
| Jane Street Group, LLC | 0.01% | Add +477.6% | 60,065 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -5.4% | 58,255 | $2.7M |
| Norges Bank | 0.00% | Reduce -47.6% | 58,097 | $2.7M |
| Dark Forest Capital Management LP | 0.12% | New | 55,286 | $2.6M |
| Citigroup Inc. | 0.00% | Add +5.3% | 54,732 | $2.6M |
| Rye Brook Capital LLC | 3.01% | Add +108.1% | 51,200 | $2.4M |
| Cutter & CO Brokerage, Inc. | 0.56% | New | 50,673 | $2.4M |
| Barclays PLC | 0.00% | Reduce -26.6% | 49,474 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +192.9% | 47,542 | $2.2M |
| RMR Capital Management, LLC | 1.48% | No change | 43,584 | $2.0M |
| Mraz, Amerine & Associates, Inc. | 0.35% | Add +8.2% | 43,815 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +363.8% | 41,322 | $1.9M |
| Alliancebernstein L.P. | 0.00% | No change | 39,234 | $1.8M |
| NJ State Employees Deferred Compensation Plan | 0.23% | No change | 39,000 | $1.8M |
| Janus Henderson Group PLC | 0.00% | Add +35.5% | 39,525 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | New | 37,900 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -3.4% | 37,276 | $1.8M |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 36,946 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +18.0% | 36,894 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 36,747 | $1.7M |
| Annex Advisory Services, LLC | 0.05% | Reduce -13.8% | 36,748 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +21.1% | 35,237 | $1.7M |
| HRT Financial LP | 0.01% | Add +29.5% | 32,136 | $1.5M |
| Institute for Wealth Management, LLC. | 0.18% | Add +10.1% | 29,943 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 29,915 | $1.4M |
| Meixler Investment Management, Ltd. | 0.91% | Add +1.9% | 27,895 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 27,881 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +45.8% | 26,218 | $1.2M |
| Waverly Advisors, LLC | 0.01% | New | 26,177 | $1.2M |
| Susquehanna Fundamental Investments, LLC | 0.02% | New | 26,054 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Add +13.1% | 25,900 | $1.2M |
| Quantbot Technologies LP | 0.04% | Reduce -23.7% | 25,547 | $1.2M |
| Covestor Ltd | 0.80% | Reduce -14.9% | 25,537 | $1.2M |
| RBF Capital, LLC | 0.07% | No change | 25,000 | $1.2M |
| Kerrisdale Advisers, LLC | 0.47% | No change | 23,990 | $1.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.17% | No change | 23,930 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -68.7% | 23,638 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -40.0% | 23,340 | $1.1M |
| Marshall Wace, LLP | 0.00% | Reduce -62.1% | 22,182 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.1% | 21,855 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 21,459 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 21,324 | $1.0M |
| Sterling Investment Management, LLC | 0.71% | New | 21,249 | $998K |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.9% | 21,162 | $994K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.3% | 21,033 | $987K |
| Pflug Koory, LLC | 0.54% | No change | 20,694 | $972K |
| American Century Companies Inc. | 0.00% | Add +234.7% | 20,595 | $967K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -5.6% | 20,557 | $965K |
| Gsa Capital Partners LLP | 0.08% | Add +173.2% | 19,001 | $892K |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 18,890 | $887K |
| Mountain Lake Investment Management LLC | 0.83% | New | 18,708 | $878K |
| Envestnet Asset Management Inc. | 0.00% | Add +37.6% | 18,615 | $874K |
| Handelsbanken Fonder AB | 0.00% | Add +12.1% | 18,474 | $867K |
| Stonegate Investment Group, LLC | 0.02% | Add +10.8% | 18,008 | $845K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.7% | 17,900 | $840K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 16,754 | $787K |
| Squarepoint Ops LLC | 0.00% | Reduce -34.2% | 16,207 | $761K |
| Bank of Montreal | 0.00% | Add +23.9% | 15,957 | $749K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -28.6% | 15,784 | $741K |
| Rossby Financial, LCC | 0.31% | New | 16,625 | $709K |
| Intellus Advisors LLC | 0.12% | New | 15,000 | $704K |
| Engineers Gate Manager LP | 0.01% | New | 14,700 | $690K |
| Lumbard & Kellner, LLC | 0.30% | Add +4.7% | 14,557 | $683K |
| Brevan Howard Capital Management LP | 0.02% | Add +172.2% | 14,154 | $665K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.3% | 14,053 | $660K |
| Dauntless Investment Group, LLC | 2.43% | Add +30.6% | 14,040 | $659K |
| Comerica Bank | 0.00% | Reduce -1.9% | 13,684 | $642K |
| Renaissance Technologies | 0.00% | Reduce -78.9% | 13,061 | $613K |
| Corsair Capital Management, L.P. | 0.15% | Add +20.0% | 12,000 | $563K |
| Ieq Capital, LLC | 0.00% | New | 11,742 | $551K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 11,726 | $551K |
| New York State Common Retirement Fund | 0.00% | No change | 11,191 | $525K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -13.6% | 11,077 | $520K |
| Amalgamated Bank | 0.00% | Reduce -2.5% | 10,771 | $506K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,716 | $503K |
| Argent Trust Co | 0.02% | No change | 10,555 | $496K |
| State of Wisconsin Investment Board | 0.00% | Reduce -33.6% | 10,515 | $494K |
| Corient Private Wealth LP | 0.00% | Add +5.3% | 10,498 | $493K |
| Oakworth Capital, Inc. | 0.03% | No change | 10,296 | $483K |
| SG Americas Securities, LLC | 0.00% | New | 10,123 | $475K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 10,000 | $470K |
| Voya Investment Management LLC | 0.00% | Reduce -10.6% | 9,888 | $464K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -3.4% | 9,798 | $460K |
| Creative Planning | 0.00% | New | 9,481 | $445K |
| Osaic Holdings, Inc. | 0.00% | Add +125.8% | 9,463 | $444K |
| Independent Advisor Alliance | 0.01% | Add +22.0% | 9,320 | $438K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -11.4% | 9,300 | $437K |
| New York State Teachers Retirement System | 0.00% | No change | 9,102 | $427K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 9,084 | $426K |
| Petrus Trust Company, LTA | 0.04% | Add +69.3% | 8,927 | $419K |
| LPL Financial LLC | 0.00% | Add +9.0% | 8,821 | $414K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -3.4% | 8,650 | $406K |
| Bessemer Group Inc. | 0.00% | Add +1.5% | 8,602 | $403K |
| ProShare Advisors LLC | 0.00% | Reduce -21.8% | 8,527 | $400K |
| Carmel Capital Partners, LLC | 0.16% | Reduce -0.9% | 8,439 | $396K |
| Cibc World Market Inc. | 0.00% | Reduce -41.7% | 8,306 | $390K |
| Franklin Resources Inc. | 0.00% | Reduce -43.6% | 8,205 | $385K |
| KLP Kapitalforvaltning As | 0.00% | No change | 8,100 | $380K |
| Cibc World Markets Corp. | 0.00% | New | 8,001 | $376K |
| XTX Topco Ltd | 0.02% | Add +69.2% | 7,910 | $371K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.1% | 7,902 | $371K |
| PEAK6 LLC | 0.01% | Reduce -27.8% | 7,873 | $370K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.8% | 8,320 | $364K |
| Jump Financial, LLC | 0.01% | Reduce -6.9% | 7,704 | $362K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 7,702 | $362K |
| Aigen Investment Management, LP | 0.06% | New | 7,635 | $358K |
| J. Safra Sarasin Holding AG | 0.01% | New | 7,562 | $355K |
| Advisory Services Network, LLC | 0.01% | Add +7.3% | 7,461 | $350K |
| Pictet Asset Management Holding SA | 0.00% | Add +34.0% | 7,399 | $347K |
| Viewpoint Capital Management LLC | 0.19% | Add +7.3% | 7,384 | $347K |
| Inspire Investing, LLC | 0.04% | Reduce -28.1% | 7,341 | $345K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 7,307 | $343K |
| Callan Family Office, LLC | 0.02% | Add +0.4% | 6,773 | $318K |
| STRS Ohio | 0.00% | No change | 6,700 | $315K |
| Inceptionr LLC | 0.09% | Reduce -11.4% | 6,656 | $312K |
| 180 Wealth Advisors, LLC | 0.05% | New | 6,431 | $302K |
| WINTON GROUP Ltd | 0.02% | Reduce -72.6% | 6,428 | $302K |
| Polymer Capital Management (US) LLC | 0.09% | Add +26.8% | 6,299 | $296K |
| &partners | 0.00% | Add +19.1% | 6,188 | $287K |
| Freestone Grove Partners LP | 0.00% | New | 6,083 | $286K |
| Teacher Retirement System of Texas | 0.00% | New | 5,976 | $281K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.9% | 5,611 | $263K |
| Janney Montgomery Scott LLC | 0.00% | New | 5,608 | $263K |
| Legacy Capital Group California, Inc. | 0.09% | Add +13.7% | 5,570 | $262K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -3.9% | 5,528 | $260K |
| Arete Wealth Advisors, LLC | 0.02% | Add +8.3% | 5,467 | $257K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -44.9% | 5,307 | $249K |
| Capital City Trust Co. | 0.07% | New | 5,300 | $249K |
| Quadrant Capital Group LLC | 0.01% | Add +540.4% | 5,219 | $245K |
| Brown Advisory Inc. | 0.00% | New | 5,167 | $243K |
| Cullen Investment Group, LTD. | 0.04% | Reduce -3.7% | 5,139 | $241K |
| Byrne Asset Management LLC | 0.21% | Add +36.8% | 5,122 | $240K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,094 | $239K |
| Cresset Asset Management, LLC | 0.00% | New | 5,057 | $237K |
| NewEdge Advisors, LLC | 0.00% | No change | 4,977 | $234K |
| Verition Fund Management LLC | 0.00% | Reduce -66.4% | 4,893 | $230K |
| Leonteq Securities AG | 0.02% | No change | 4,800 | $225K |
| Centiva Capital, LP | 0.01% | Reduce -33.0% | 4,773 | $224K |
| Quantinno Capital Management LP | 0.00% | New | 4,731 | $222K |
| Entropy Technologies, LP | 0.02% | New | 4,729 | $222K |
| Sage Investment Counsel LLC | 0.28% | New | 4,700 | $221K |
| Deerfield Management Company, L.P. | 0.00% | New | 4,473 | $210K |
| Wolverine Trading, LLC | 0.01% | New | 4,384 | $203K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.1% | 3,864 | $181K |
| Cwm, LLC | 0.00% | Add +472.4% | 3,709 | $174K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,653 | $172K |
| Caldwell Sutter Capital, Inc. | 0.08% | New | 3,515 | $165K |
| AlphaQuest LLC | 0.02% | Reduce -88.4% | 3,334 | $157K |
| Point72 Asset Management | 0.00% | Reduce -63.9% | 3,188 | $150K |
| Aquatic Capital Management LLC | 0.00% | Reduce -82.5% | 2,781 | $131K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.1% | 2,740 | $129K |
| KBC Group NV | 0.00% | No change | 2,059 | $97K |
| Granite FO LLC | 0.05% | No change | 2,000 | $94K |
| Walleye Trading LLC | 0.00% | New | 1,831 | $86K |
| Walleye Capital LLC | 0.00% | New | 1,560 | $73K |
| Campbell Capital Management Inc. | 0.04% | No change | 1,500 | $70K |
| IFP Advisors, Inc | 0.00% | Reduce -0.4% | 1,300 | $61K |
| Trust Co | 0.01% | No change | 1,200 | $56K |
| US Bancorp \de | 0.00% | Reduce -0.9% | 1,152 | $54K |
| MAI Capital Management | 0.00% | Add +120.8% | 1,104 | $52K |
| GAMMA Investing LLC | 0.00% | Add +6.2% | 1,069 | $50K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.6% | 968 | $45K |
| Lazard Asset Management LLC | 0.00% | Reduce -9.6% | 770 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.7% | 741 | $34K |
| Signaturefd, LLC | 0.00% | Add +8.2% | 687 | $32K |
| Spire Wealth Management | 0.00% | No change | 324 | $15K |
| Jones Financial Companies LLLP | 0.00% | Add +62.5% | 325 | $15K |
| Fifth Third Bancorp | 0.00% | Add +44.3% | 277 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 267 | $13K |
| Financial Freedom, LLC | 0.01% | Add +0.4% | 266 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -76.6% | 255 | $12K |
| Geneos Wealth Management Inc. | 0.00% | New | 250 | $12K |
| Coldstream Capital Management Inc. | 0.00% | New | 228 | $11K |
| UMB Bank, n.a. | 0.00% | Add +66.9% | 227 | $11K |
| Lindbrook Capital, LLC | 0.00% | Add +37.2% | 225 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Add +58.4% | 217 | $10K |
| Founders Capital Management | 0.01% | New | 200 | $9K |
| Montag A & Associates Inc. | 0.00% | No change | 200 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | New | 178 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +129.3% | 172 | $8K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 152 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 149 | $7K |
| VSM Wealth Advisory, LLC | 0.00% | Reduce -1.3% | 148 | $7K |
| Nisa Investment Advisors, LLC | 0.00% | Add +226.7% | 147 | $7K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.00% | New | 142 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 125 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 108 | $5K |
| Key Financial Inc | 0.00% | New | 100 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +56.4% | 86 | $4K |
| Huntington National Bank | 0.00% | Add +223.1% | 84 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 74 | $3K |
| Rothschild Investment LLC | 0.00% | Add +40.0% | 70 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.1% | 51 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +48.5% | 49 | $2K |
| Lagoda Investment Management, L.P. | 0.00% | Reduce -99.8% | 45 | $2K |
| Hemington Wealth Management | 0.00% | Add +129.6% | 62 | $2K |
| Lanark Financial, Inc. | 0.00% | — | 50 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +46.9% | 47 | $2K |
| Sterling Capital Management LLC | 0.00% | No change | 37 | $2K |
| True Wealth Design, LLC | 0.00% | Add +414.3% | 36 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 34 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +222.2% | 29 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 30 | $1K |
| Allworth Financial LP | 0.00% | Reduce -13.3% | 26 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 23 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 15 | $704 |
| Private Wealth Management Group, LLC | 0.00% | New | 12 | $564 |
| Brooklyn Investment Group | 0.00% | New | 12 | $564 |
| Thompson Investment Management, Inc. | 0.00% | No change | 12 | $563 |
| Stephens Consulting, LLC | 0.00% | New | 10 | $470 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +42.9% | 10 | $470 |
| Global Financial Private Client, LLC | 0.00% | Add +350.0% | 9 | $423 |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $376 |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $376 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -97.7% | 7 | $329 |
| Assetmark, Inc. | 0.00% | No change | 5 | $235 |
| Abound Wealth Management | 0.00% | No change | 4 | $188 |
| Parallel Advisors, LLC | 0.00% | No change | 4 | $188 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $122 |
| Rise Advisors, LLC | 0.00% | Reduce -99.1% | 2 | $104 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $94 |
| CGC Financial Services, LLC | 0.00% | New | 1 | $47 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $47 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $47 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is JOE's weight in each manager's 13F, not the share of The St Joe Co. the manager owns.