The St JoeJOE
13F holders, Q1 2026 (March 31)320holders +23
40new positions
18sold out
9famous investors
$62.80avg. 13F price*
At the end of Q1 2026, 320 institutions reported holding The St Joe Co. (JOE) in their 13F filings, up 23 from Q4 2025. 40 opened new positions and 18 sold out. The largest holders were Fairholme Capital Management ($1.2B), BlackRock, Inc. ($375.7M) and Vanguard Portfolio Management LLC ($241.1M). 9 famous investors held it, including Bruce Berkowitz (79.7% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $18.2M |
| Exits | 18 | $12.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,501,670 shares bought and 1,715,130 shares sold, net −213,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 320 holders
| Fairholme Capital Management | 79.67% | Reduce -1.1% | 19,210,167 | $1.2B |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 5,982,465 | $375.7M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,839,565 | $241.1M |
| Vanguard Capital Management LLC | 0.00% | — | 1,800,615 | $113.1M |
| State Street Corp. | 0.00% | Add +3.8% | 1,485,510 | $93.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -2.9% | 1,318,938 | $82.8M |
| Select Equity Group, L.P. | 0.43% | Add +7.9% | 1,274,988 | $80.1M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 1,017,364 | $63.9M |
| Praetorian PR LLC | 15.42% | Add +2.3% | 675,000 | $42.4M |
| FMR LLC | 0.00% | Reduce -2.5% | 651,699 | $40.9M |
| Horizon Kinetics Asset Management LLC | 0.37% | Reduce -2.2% | 542,609 | $34.1M |
| Nitor Capital Management LLC | 25.51% | Reduce -1.5% | 527,600 | $33.1M |
| Gabelli Funds LLC | 0.22% | Reduce -13.3% | 520,400 | $32.7M |
| Capital Research Global Investors | 0.01% | Reduce -37.6% | 513,697 | $32.3M |
| GAMCO Investors | 0.29% | Reduce -25.1% | 471,510 | $29.6M |
| Morgan Stanley | 0.00% | Add +16.7% | 462,140 | $29.0M |
| Northern Trust Corp. | 0.00% | Add +10.0% | 453,607 | $28.5M |
| Victory Capital Management Inc. | 0.02% | Add +1.6% | 436,341 | $27.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.8% | 370,396 | $23.3M |
| Invesco Ltd. | 0.00% | Add +107.1% | 350,452 | $22.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 303,591 | $19.1M |
| Front Street Capital Management, Inc. | 2.36% | Reduce -14.3% | 282,984 | $17.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 275,965 | $17.3M |
| Diversified Investment Strategies, LLC | 10.93% | Reduce -0.5% | 272,475 | $17.1M |
| Schwartz Investment Counsel Inc. | 0.59% | Reduce -14.2% | 266,400 | $16.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.8% | 249,448 | $15.7M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -8.7% | 231,307 | $14.5M |
| AQR Capital Management | 0.01% | Add +22.6% | 229,430 | $14.4M |
| Bank of America Corp. | 0.00% | Reduce -4.7% | 227,594 | $14.3M |
| Principal Financial Group Inc. | 0.01% | Add +17.0% | 222,891 | $14.0M |
| Berkley W R Corp. | 0.71% | No change | 209,542 | $13.2M |
| Two Sigma Investments, LP | 0.01% | Add +30.7% | 167,712 | $10.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.3% | 167,693 | $10.5M |
| Prudential Financial Inc. | 0.01% | Add +117.0% | 163,285 | $10.3M |
| Janus Henderson Group PLC | 0.00% | Add +9.4% | 153,122 | $9.6M |
| Public Sector Pension Investment Board | 0.03% | Reduce -12.8% | 152,584 | $9.6M |
| River Road Asset Management, LLC | 0.10% | Add +5.6% | 145,599 | $9.1M |
| Nuveen, LLC | 0.00% | Reduce -1.8% | 129,548 | $8.1M |
| First Trust Advisors LP | 0.01% | Add +277.1% | 127,557 | $8.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +41.7% | 117,886 | $7.4M |
| Legal & General Group Plc | 0.00% | Reduce -6.3% | 114,991 | $7.2M |
| Rhumbline Advisers | 0.01% | Add +2.5% | 103,060 | $6.5M |
| Algert Global LLC | 0.09% | Reduce -5.6% | 97,849 | $6.1M |
| Accordant Advisory Group Inc | 3.79% | Add +0.5% | 97,515 | $6.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 97,284 | $6.1M |
| Intrinsic Value Partners, LLC | 4.48% | Reduce -4.0% | 92,491 | $5.8M |
| Mills Wealth Advisors LLC | 1.96% | Reduce -0.7% | 89,188 | $5.6M |
| American Century Companies Inc. | 0.00% | Add +9.6% | 81,542 | $5.1M |
| Gem Investment Advisors, LLC | 5.01% | No change | 81,142 | $5.1M |
| Jane Street Group, LLC | 0.01% | Reduce -9.2% | 80,888 | $5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +21.3% | 80,553 | $5.1M |
| Royce & Associates LP | 0.05% | No change | 78,800 | $4.9M |
| Journey Advisory Group, LLC | 0.41% | Reduce -0.1% | 75,779 | $4.8M |
| Swiss National Bank | 0.00% | No change | 74,300 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 72,661 | $4.6M |
| Rye Brook Capital LLC | 3.82% | Add +4.1% | 66,000 | $4.1M |
| Bessemer Group Inc. | 0.01% | No change | 62,564 | $3.9M |
| UBS Group AG | 0.00% | Add +53.5% | 61,390 | $3.9M |
| Renaissance Technologies | 0.01% | Add +516.9% | 54,900 | $3.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +18.2% | 53,904 | $3.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.1% | 50,754 | $3.2M |
| Mraz, Amerine & Associates, Inc. | 0.46% | Reduce -0.5% | 49,877 | $3.1M |
| Point72 Asset Management | 0.01% | Reduce -43.8% | 48,949 | $3.1M |
| Trexquant Investment LP | 0.02% | Add +155.8% | 48,808 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -30.9% | 47,610 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 47,500 | $3.0M |
| Deutsche Bank AG | 0.00% | Reduce -12.9% | 43,881 | $2.8M |
| RMR Capital Management, LLC | 1.96% | Reduce -0.5% | 43,264 | $2.7M |
| Vident Advisory, LLC | 0.02% | New | 41,213 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -15.1% | 43,434 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +4.0% | 39,737 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +26.4% | 39,448 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -20.2% | 36,273 | $2.3M |
| California State Teachers Retirement System | 0.00% | Reduce -0.8% | 35,260 | $2.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -8.3% | 35,051 | $2.2M |
| Dauntless Investment Group, LLC | 5.69% | Reduce -24.5% | 32,253 | $2.0M |
| Blackhawk Capital Partners, LLC | 0.73% | Add +3.3% | 31,534 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Add +11.6% | 31,356 | $2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 31,221 | $2.0M |
| Annex Advisory Services, LLC | 0.04% | Reduce -4.0% | 30,895 | $1.9M |
| Creative Planning | 0.00% | Add +5.0% | 30,079 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +101.2% | 30,076 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +170.6% | 28,644 | $1.9M |
| Institute for Wealth Management, LLC. | 0.20% | Reduce -0.1% | 29,434 | $1.8M |
| Horizon Investments, LLC | 0.02% | Add +5.7% | 29,430 | $1.8M |
| Emmett Investment Management, LP | 1.31% | New | 26,618 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 26,595 | $1.7M |
| SG Americas Securities, LLC | 0.00% | Reduce -31.6% | 26,582 | $1.7M |
| Occudo Quantitative Strategies LP | 0.09% | Add +79.8% | 25,816 | $1.7M |
| Gator Capital Management, LLC | 0.33% | Reduce -23.3% | 25,000 | $1.6M |
| RBF Capital, LLC | 0.08% | No change | 25,000 | $1.6M |
| Gsa Capital Partners LLP | 0.09% | New | 24,095 | $1.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.20% | No change | 24,065 | $1.5M |
| Kerrisdale Advisers, LLC | 0.57% | No change | 23,990 | $1.5M |
| Covestor Ltd | 1.03% | Reduce -6.7% | 23,730 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -18.8% | 23,455 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.6% | 23,020 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Add +97.7% | 20,973 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 20,892 | $1.3M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -4.6% | 20,702 | $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.