The St JoeJOE
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 271 institutions reported holding The St Joe Co. (JOE) in their 13F filings, down 7 from Q1 2025. 27 opened new positions and 34 sold out. The largest holders were Fairholme Capital Management ($963.7M), BlackRock, Inc. ($288.7M) and Vanguard Group Inc. ($275.7M). 7 famous investors held it, including Bruce Berkowitz (78.5% of Fairholme Capital Management's portfolio), Mario Gabelli (0.3% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- The St Joe Co.
- CUSIP
- 790148100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $34.6M |
| Exits | 34 | $9.9M |
All 13F filers, Q1 2025 → Q2 2025: 2,046,193 shares bought and 1,887,838 shares sold, net +158,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| Fairholme Capital Management | 78.54% | Reduce -0.0% | 20,204,167 | $963.7M |
| BlackRock, Inc. | 0.01% | Reduce -4.2% | 6,052,599 | $288.7M |
| Vanguard Group Inc. | 0.00% | Reduce -5.8% | 5,779,421 | $275.7M |
| State Street Corp. | 0.00% | Add +0.7% | 1,396,004 | $66.6M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.0% | 1,375,486 | $65.6M |
| Capital Research Global Investors | 0.01% | Add +41.4% | 1,100,764 | $52.5M |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 957,098 | $45.7M |
| FMR LLC | 0.00% | Reduce -4.6% | 728,906 | $34.8M |
| Praetorian PR LLC | 29.88% | Reduce -21.0% | 660,000 | $31.5M |
| GAMCO Investors | 0.31% | Reduce -1.3% | 650,510 | $31.0M |
| Gabelli Funds LLC | 0.21% | Reduce -2.3% | 619,500 | $29.6M |
| Horizon Kinetics Asset Management LLC | 0.31% | Add +1.0% | 555,891 | $26.5M |
| Morgan Stanley | 0.00% | Reduce -8.5% | 455,877 | $21.7M |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 431,134 | $20.6M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -24.0% | 351,455 | $16.8M |
| Front Street Capital Management, Inc. | 3.20% | Reduce -1.9% | 350,142 | $16.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.9% | 345,549 | $16.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 335,777 | $16.0M |
| Schwartz Investment Counsel Inc. | 0.53% | Add +1.5% | 335,400 | $16.0M |
| Prospector Partners LLC | 1.64% | New | 293,787 | $14.0M |
| Diversified Investment Strategies, LLC | 8.91% | Reduce -1.4% | 276,247 | $13.2M |
| Victory Capital Management Inc. | 0.01% | Add +1028.2% | 263,317 | $12.6M |
| Bank of America Corp. | 0.00% | Add +21.3% | 211,926 | $10.1M |
| Berkley W R Corp. | 0.62% | No change | 209,542 | $10.0M |
| River Road Asset Management, LLC | 0.12% | Add +86.0% | 186,830 | $9.4M |
| AQR Capital Management | 0.01% | Add +155.8% | 194,664 | $9.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.9% | 187,764 | $9.0M |
| Two Sigma Investments, LP | 0.02% | Add +154.7% | 172,334 | $8.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.9% | 159,550 | $7.6M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -16.9% | 149,670 | $7.1M |
| JPMorgan Chase & Co. | 0.00% | Add +5.8% | 141,201 | $6.7M |
| Nuveen, LLC | 0.00% | Reduce -12.3% | 134,429 | $6.4M |
| Select Equity Group, L.P. | 0.03% | New | 133,059 | $6.3M |
| Public Sector Pension Investment Board | 0.03% | Add +7.4% | 129,256 | $6.2M |
| Invesco Ltd. | 0.00% | Add +4.9% | 120,556 | $5.8M |
| Raymond James Financial Inc. | 0.00% | Add +23.6% | 117,559 | $5.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +27.2% | 111,411 | $5.3M |
| UBS Group AG | 0.00% | Reduce -5.1% | 109,400 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -1.5% | 108,969 | $5.2M |
| Intrinsic Value Partners, LLC | 4.55% | Reduce -1.1% | 107,282 | $5.1M |
| Rhumbline Advisers | 0.00% | Add +3.3% | 103,956 | $5.0M |
| Algert Global LLC | 0.10% | No change | 103,689 | $4.9M |
| Old West Investment Management, LLC | 1.50% | Add +2.1% | 95,484 | $4.6M |
| Mills Wealth Advisors LLC | 1.94% | Add +39.7% | 88,591 | $4.2M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -45.0% | 88,383 | $4.2M |
| Journey Advisory Group, LLC | 0.31% | Reduce -1.4% | 83,438 | $4.0M |
| Accordant Advisory Group Inc | 2.86% | Add +6.8% | 80,493 | $3.8M |
| Winnacle Wealth LLC | 2.86% | New | 80,493 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -43.1% | 79,900 | $3.8M |
| Forest Hill Capital, LLC | 2.67% | No change | 79,000 | $3.8M |
| Royce & Associates LP | 0.04% | No change | 78,800 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 76,188 | $3.6M |
| Barclays PLC | 0.00% | Add +50.2% | 74,331 | $3.5M |
| Swiss National Bank | 0.00% | Reduce -8.7% | 72,300 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -3.6% | 64,406 | $3.1M |
| Jane Street Group, LLC | 0.01% | Add +5.9% | 63,591 | $3.0M |
| Rye Brook Capital LLC | 3.07% | Add +20.7% | 61,800 | $2.9M |
| Two Sigma Advisers, LP | 0.01% | Add +55.9% | 59,100 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +1.1% | 58,888 | $2.8M |
| American Century Companies Inc. | 0.00% | Add +182.7% | 58,227 | $2.8M |
| Trexquant Investment LP | 0.03% | New | 51,846 | $2.5M |
| Mraz, Amerine & Associates, Inc. | 0.39% | Add +16.4% | 51,003 | $2.4M |
| Dark Forest Capital Management LP | 0.10% | Reduce -8.3% | 50,707 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -24.5% | 48,846 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +2.1% | 48,563 | $2.3M |
| Prospera Financial Services Inc | 0.04% | New | 46,620 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +15.0% | 45,134 | $2.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +8.4% | 44,813 | $2.1M |
| RMR Capital Management, LLC | 1.49% | No change | 43,584 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.8% | 41,465 | $2.0M |
| Prudential Financial Inc. | 0.00% | Add +6.7% | 39,779 | $1.9M |
| NJ State Employees Deferred Compensation Plan | 0.22% | No change | 39,000 | $1.9M |
| Annex Advisory Services, LLC | 0.04% | Add +4.9% | 38,538 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +1.8% | 37,608 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -31.3% | 37,585 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 36,929 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.2% | 35,178 | $1.7M |
| HRT Financial LP | 0.01% | Add +0.7% | 32,349 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +7.7% | 32,217 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +171.4% | 31,865 | $1.5M |
| Institute for Wealth Management, LLC. | 0.16% | Reduce -0.5% | 29,785 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.2% | 27,827 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.01% | Reduce -72.7% | 27,542 | $1.3M |
| Intech Investment Management LLC | 0.01% | Add +0.5% | 26,338 | $1.3M |
| Dauntless Investment Group, LLC | 5.84% | Add +85.4% | 26,034 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Reduce -1.4% | 25,804 | $1.2M |
| RBF Capital, LLC | 0.06% | No change | 25,000 | $1.2M |
| Covestor Ltd | 0.70% | Reduce -2.9% | 24,806 | $1.2M |
| Meixler Investment Management, Ltd. | 0.80% | Reduce -13.1% | 24,239 | $1.2M |
| First Trust Advisors LP | 0.00% | New | 24,106 | $1.1M |
| Kerrisdale Advisers, LLC | 0.60% | No change | 23,990 | $1.1M |
| Norges Bank | 0.00% | Reduce -60.5% | 22,967 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +7.6% | 22,766 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Add +7.1% | 22,534 | $1.1M |
| Fund 1 Investments, LLC | 0.15% | New | 21,649 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.4% | 21,481 | $1.0M |
| Sterling Investment Management, LLC | 0.67% | Reduce -0.5% | 21,150 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Add +100.1% | 21,036 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.7% | 20,882 | $996K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.6% | 20,853 | $995K |
"% of holder's portfolio" is JOE's weight in each manager's 13F, not the share of The St Joe Co. the manager owns.