ST JOE Co - Common Stock (JOE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
JOE on NYSE
Shares outstanding
57,918,432
Price per share
$64.79
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
50,093,350
Total reported value
$2,974,285,724
% of total 13F portfolios
0.01%
Share change
-321,111
Value change
-$14,018,715
Number of holders
293
Price from insider filings
$64.79
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ST JOE Co - Common Stock (JOE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FAIRHOLME CAPITAL MANAGEMENT LLC 34% -2.9% $1,010,016,374 -$37,775,085 19,692,267 -3.6% Bruce R. Berkowitz 28 Aug 2025

As of 31 Dec 2025, 293 institutional investors reported holding 50,093,350 shares of ST JOE Co - Common Stock (JOE). This represents 86% of the company’s total 57,918,432 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ST JOE Co - Common Stock (JOE) together control 76% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
FAIRHOLME CAPITAL MANAGEMENT LLC 34% 19,422,467 -0.8% 80% $1,153,111,866
BlackRock, Inc. 10% 6,000,969 +0.36% 0.01% $356,277,556
VANGUARD GROUP INC 9.9% 5,717,399 -4.1% 0% $339,441,979
STATE STREET CORP 2.5% 1,430,583 +1.5% 0% $84,933,713
DIMENSIONAL FUND ADVISORS LP 2.3% 1,358,337 -0.34% 0.02% $80,646,339
Select Equity Group, L.P. 2% 1,181,452 +15% 0.33% $70,142,805
GEODE CAPITAL MANAGEMENT, LLC 1.7% 994,963 +1.2% 0% $59,081,172
Capital Research Global Investors 1.4% 823,697 -11% 0.01% $48,902,891
FMR LLC 1.2% 668,473 -6.9% 0% $39,687,227
Praetorian PR LLC 1.1% 660,000 0% 19% $39,184,200
GAMCO INVESTORS, INC. ET AL 1.1% 629,510 -0.77% 0.36% $37,374,009
GABELLI FUNDS LLC 1% 600,500 -2% 0.24% $35,651,685
HORIZON KINETICS ASSET MANAGEMENT LLC 0.96% 554,837 -0.16% 0.45% $32,940,645
Nitor Capital Management LLC 0.92% 535,431 0% 28% $31,788,538
VICTORY CAPITAL MANAGEMENT INC 0.74% 429,376 +5.4% 0.01% $25,492,053
NORTHERN TRUST CORP 0.71% 412,446 -9.5% 0% $24,486,920
MORGAN STANLEY 0.68% 396,097 +8.3% 0% $23,516,336
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.63% 364,009 +0.83% 0% $21,611,214
Front Street Capital Management, Inc. 0.57% 330,349 -1.6% 2.8% $19,613,000
SCHWARTZ INVESTMENT COUNSEL INC 0.54% 310,400 -7.5% 0.64% $18,428,448
Bank of New York Mellon Corp 0.54% 310,120 -7.7% 0% $18,411,815
Diversified Investment Strategies, LLC 0.47% 273,950 -2.1% 11% $16,264,412
T. Rowe Price Investment Management, Inc. 0.44% 253,471 -22% 0.01% $15,049,000
BANK OF AMERICA CORP /DE/ 0.41% 238,929 +12% 0% $14,185,215
BERKLEY W R CORP 0.36% 209,542 0% 0.7% $12,440,509

Institutional Holders of ST JOE Co - Common Stock (JOE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 50,093,350 $2,974,285,724 -$14,018,715 $59.37 293
2025 Q3 49,927,529 $2,470,399,030 -$7,421,931 $49.48 272
2025 Q2 50,095,302 $2,390,149,644 +$7,638,477 $47.70 271
2025 Q1 49,923,099 $2,343,608,252 +$1,102,485 $46.95 276
2024 Q4 49,924,358 $2,243,096,365 -$10,340,609 $44.93 243
2024 Q3 50,040,921 $2,917,889,676 -$6,750,297 $58.31 236
2024 Q2 49,961,241 $2,732,952,012 +$18,795,001 $54.70 233
2024 Q1 49,736,549 $2,883,139,974 -$49,961,655 $57.97 237
2023 Q4 50,584,513 $3,044,091,137 -$16,345,341 $60.18 239
2023 Q3 50,937,985 $2,766,643,737 -$71,550,096 $54.33 223
2023 Q2 52,217,907 $2,524,037,846 +$15,262,166 $48.34 183
2023 Q1 51,941,996 $2,161,241,011 -$14,854,648 $41.61 183
2022 Q4 51,579,303 $1,993,639,674 -$3,605,006 $38.65 184
2022 Q3 50,763,226 $1,626,030,630 -$106,858,594 $32.03 167
2022 Q2 51,631,967 $2,042,631,967 -$265,468 $39.56 174
2022 Q1 51,611,552 $3,057,170,293 +$124,698 $59.24 189
2021 Q4 51,614,235 $2,686,272,401 -$3,534,614 $52.05 181
2021 Q3 51,546,090 $2,170,306,127 -$27,608,392 $42.10 164
2021 Q2 52,170,257 $2,327,262,830 -$9,213,983 $44.61 163
2021 Q1 52,470,506 $2,251,058,579 -$81,110,340 $42.90 177
2020 Q4 54,315,551 $2,306,564,046 -$108,298,166 $42.45 167
2020 Q3 57,155,906 $1,179,103,490 -$14,650,036 $20.63 128
2020 Q2 57,862,539 $1,123,696,360 -$10,066,545 $19.42 126
2020 Q1 58,452,290 $980,843,330 -$26,397,832 $16.78 125
2019 Q4 59,655,341 $1,182,974,714 +$60,300,048 $19.83 120
2019 Q3 56,601,686 $969,581,504 -$3,911,742 $17.13 98
2019 Q2 56,828,566 $981,979,857 -$3,969,169 $17.28 99
2019 Q1 57,247,416 $944,015,078 -$94,893 $16.49 107
2018 Q4 57,340,002 $755,168,550 -$16,292,482 $13.17 104
2018 Q3 58,225,882 $978,196,961 -$11,471,899 $16.80 113
2018 Q2 58,901,251 $1,057,262,079 -$49,635,267 $17.95 121
2018 Q1 61,621,650 $1,161,557,539 -$13,286,179 $18.85 123
2017 Q4 34,857,866 $629,187,593 -$9,646,450 $18.05 120
2017 Q3 35,343,386 $666,541,457 -$152,231,197 $18.85 106
2017 Q2 68,880,454 $1,291,527,626 +$206,470,140 $18.75 102
2017 Q1 68,242,905 $1,163,564,864 +$230,184,344 $17.05 104
2016 Q4 69,166,484 $1,314,070,408 +$6,142,937 $19.00 112
2016 Q3 68,823,017 $1,264,516,170 -$8,889,245 $18.38 106
2016 Q2 71,207,252 $1,261,779,460 -$16,227,255 $17.72 107
2016 Q1 71,858,696 $1,232,298,750 -$22,578,446 $17.15 113
2015 Q4 73,147,139 $1,353,934,554 -$69,574,261 $18.51 121
2015 Q3 76,878,127 $1,470,287,653 -$280,405,484 $19.13 115
2015 Q2 92,047,596 $1,430,988,997 -$69,825,444 $15.53 131
2015 Q1 95,692,519 $1,775,663,264 -$50,543,458 $18.56 145
2014 Q4 98,441,720 $1,810,156,503 -$33,708,737 $18.39 151
2014 Q3 99,953,228 $1,991,896,580 +$6,724,491 $19.93 153
2014 Q2 99,131,664 $2,523,138,085 +$138,161,832 $25.43 160
2014 Q1 93,657,696 $1,802,835,030 +$6,561,634 $19.25 138