The St JoeJOE
13F holders, Q4 2025 (December 31)297holders +22
49new positions
30sold out
10famous investors
$59.37avg. 13F price*
At the end of Q4 2025, 297 institutions reported holding The St Joe Co. (JOE) in their 13F filings, up 22 from Q3 2025. 49 opened new positions and 30 sold out. The largest holders were Fairholme Capital Management ($1.2B), BlackRock, Inc. ($356.3M) and Vanguard Group Inc. ($339.4M). 10 famous investors held it, including Bruce Berkowitz (80.4% of Fairholme Capital Management's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- The St Joe Co.
- CUSIP
- 790148100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $21.4M |
| Exits | 30 | $23.0M |
All 13F filers, Q3 2025 → Q4 2025: 1,542,027 shares bought and 1,837,094 shares sold, net −295,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Fairholme Capital Management | 80.43% | Reduce -0.8% | 19,422,467 | $1.2B |
| BlackRock, Inc. | 0.01% | Add +0.4% | 6,000,969 | $356.3M |
| Vanguard Group Inc. | 0.00% | Reduce -4.1% | 5,717,399 | $339.4M |
| State Street Corp. | 0.00% | Add +1.5% | 1,430,583 | $84.9M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.3% | 1,358,337 | $80.6M |
| Select Equity Group, L.P. | 0.33% | Add +15.4% | 1,181,452 | $70.1M |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 994,963 | $59.1M |
| Capital Research Global Investors | 0.01% | Reduce -11.4% | 823,697 | $48.9M |
| FMR LLC | 0.00% | Reduce -6.9% | 668,473 | $39.7M |
| Praetorian PR LLC | 19.01% | No change | 660,000 | $39.2M |
| GAMCO Investors | 0.36% | Reduce -0.8% | 629,510 | $37.4M |
| Gabelli Funds LLC | 0.25% | Reduce -2.0% | 600,500 | $35.7M |
| Horizon Kinetics Asset Management LLC | 0.45% | Reduce -0.2% | 554,837 | $32.9M |
| Nitor Capital Management LLC | 28.27% | — | 535,431 | $31.8M |
| Victory Capital Management Inc. | 0.01% | Add +5.4% | 429,376 | $25.5M |
| Northern Trust Corp. | 0.00% | Reduce -9.5% | 412,446 | $24.5M |
| Morgan Stanley | 0.00% | Add +8.3% | 396,097 | $23.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 364,009 | $21.6M |
| Front Street Capital Management, Inc. | 2.78% | Reduce -1.6% | 330,349 | $19.6M |
| Schwartz Investment Counsel Inc. | 0.64% | Reduce -7.5% | 310,400 | $18.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.7% | 310,120 | $18.4M |
| Diversified Investment Strategies, LLC | 10.66% | Reduce -2.1% | 273,950 | $16.3M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -22.4% | 253,471 | $15.0M |
| Bank of America Corp. | 0.00% | Add +11.6% | 238,929 | $14.2M |
| Berkley W R Corp. | 0.71% | No change | 209,542 | $12.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.4% | 190,434 | $11.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.0% | 189,208 | $11.2M |
| AQR Capital Management | 0.01% | Reduce -10.6% | 187,100 | $11.1M |
| Public Sector Pension Investment Board | 0.04% | Add +12.3% | 174,988 | $10.4M |
| Invesco Ltd. | 0.00% | Add +47.6% | 169,191 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Add +30.0% | 162,417 | $9.6M |
| Janus Henderson Group PLC | 0.00% | Add +668.4% | 139,947 | $8.3M |
| River Road Asset Management, LLC | 0.09% | Reduce -24.9% | 137,874 | $8.2M |
| Nuveen, LLC | 0.00% | Reduce -0.9% | 131,938 | $7.8M |
| Two Sigma Investments, LP | 0.01% | Add +68.3% | 128,352 | $7.6M |
| Legal & General Group Plc | 0.00% | Add +15.9% | 122,684 | $7.3M |
| Algert Global LLC | 0.10% | Reduce -6.5% | 103,679 | $6.2M |
| Rhumbline Advisers | 0.00% | Reduce -6.3% | 100,578 | $6.0M |
| Accordant Advisory Group Inc | 3.98% | Add +19.8% | 97,051 | $5.8M |
| Intrinsic Value Partners, LLC | 4.29% | Reduce -6.5% | 96,343 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.8% | 92,799 | $5.5M |
| Mills Wealth Advisors LLC | 2.10% | Reduce -0.3% | 89,823 | $5.3M |
| Jane Street Group, LLC | 0.01% | Add +163.6% | 89,068 | $5.3M |
| Point72 Asset Management | 0.01% | Add +920.8% | 87,083 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -41.1% | 83,185 | $4.9M |
| Gem Investment Advisors, LLC | 4.57% | — | 81,142 | $4.8M |
| Royce & Associates LP | 0.05% | No change | 78,800 | $4.7M |
| Journey Advisory Group, LLC | 0.38% | Add +0.9% | 75,881 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +84.5% | 75,255 | $4.5M |
| HRT Financial LP | 0.01% | Add +890.9% | 75,211 | $4.5M |
| American Century Companies Inc. | 0.00% | Add +22.4% | 74,414 | $4.4M |
| Swiss National Bank | 0.00% | Add +1.2% | 74,300 | $4.4M |
| Forest Hill Capital, LLC | 2.25% | No change | 74,000 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.3% | 73,603 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +28.3% | 68,862 | $4.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -38.7% | 66,419 | $3.9M |
| Rye Brook Capital LLC | 3.52% | No change | 63,400 | $3.8M |
| Bessemer Group Inc. | 0.01% | Add +625.8% | 62,564 | $3.7M |
| Barclays PLC | 0.00% | Add +8.9% | 59,388 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -12.3% | 52,374 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Add +12.1% | 51,134 | $3.0M |
| Deutsche Bank AG | 0.00% | Add +70.7% | 50,373 | $3.0M |
| Mraz, Amerine & Associates, Inc. | 0.44% | Reduce -0.8% | 50,127 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +94.5% | 50,146 | $3.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 48,780 | $2.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.8% | 45,596 | $2.7M |
| Citadel Advisors | 0.00% | Add +28.4% | 45,461 | $2.7M |
| RMR Capital Management, LLC | 1.86% | No change | 43,464 | $2.6M |
| Dauntless Investment Group, LLC | 9.33% | Add +46.2% | 42,714 | $2.5M |
| Dark Forest Capital Management LP | 0.11% | Reduce -20.0% | 42,145 | $2.5M |
| UBS Group AG | 0.00% | Reduce -59.4% | 39,990 | $2.4M |
| SG Americas Securities, LLC | 0.00% | Add +138.2% | 38,860 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.3% | 38,230 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +0.0% | 38,221 | $2.3M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -35.0% | 37,740 | $2.2M |
| California State Teachers Retirement System | 0.00% | Reduce -5.5% | 35,544 | $2.1M |
| First Trust Advisors LP | 0.00% | Add +24.5% | 33,821 | $2.0M |
| Gator Capital Management, LLC | 0.40% | New | 32,583 | $1.9M |
| Annex Advisory Services, LLC | 0.04% | Reduce -2.2% | 32,176 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Add +18.7% | 31,700 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | Add +142.1% | 31,596 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -14.0% | 31,209 | $1.9M |
| Blackhawk Capital Partners, LLC | 0.68% | Reduce -1.6% | 30,534 | $1.8M |
| Weiss Asset Management LP | 0.03% | New | 30,060 | $1.8M |
| Institute for Wealth Management, LLC. | 0.19% | Reduce -3.5% | 29,450 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +194.8% | 28,880 | $1.7M |
| Creative Planning | 0.00% | Add +61.4% | 28,634 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +3.8% | 28,092 | $1.7M |
| Horizon Investments, LLC | 0.02% | New | 27,845 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.0% | 27,379 | $1.6M |
| Covestor Ltd | 0.79% | Add +7.2% | 25,437 | $1.5M |
| RBF Capital, LLC | 0.07% | No change | 25,000 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +233.8% | 24,290 | $1.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.19% | Add +50.7% | 24,065 | $1.4M |
| Kerrisdale Advisers, LLC | 0.67% | No change | 23,990 | $1.4M |
| State of Alaska, Department of Revenue | 0.01% | Add +1.4% | 23,642 | $1.4M |
| WINTON GROUP Ltd | 0.05% | Add +5.2% | 22,478 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Add +9.3% | 21,696 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -53.6% | 21,470 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -6.6% | 21,256 | $1.3M |
"% of holder's portfolio" is JOE's weight in each manager's 13F, not the share of The St Joe Co. the manager owns.