Who owns The St. Joe Company (JOE)
Which tracked institutional funds hold JOE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JOE company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
77 tracked funds added or opened JOE while 36 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JOE’s largest tracked holder by dollar value, FAIRHOLME CAPITAL MANAGEMENT LLC, sizes it at 79.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 79.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JOE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 317 tracked filers holding JOE, 158 increased or opened the position and 125 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JOE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- VANGUARD PORTFOLIO MANAGEMENT LLC$241M
- VANGUARD CAPITAL MANAGEMENT LLC$113M
- VANGUARD FIDUCIARY TRUST CO$17M
- NORGES BANK$3M
- Vident Advisory, LLC$3M
- VANGUARD ASSET MANAGEMENT, Ltd$2M
Full exits 10
- VANGUARD GROUP INC$320M
- DARK FOREST CAPITAL MANAGEMENT LP$3M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$2M
- TWO SIGMA ADVISERS, LP$2M
- ExodusPoint Capital Management, LP$2M
- Weiss Asset Management LP$2M
Largest adds
- FAIRHOLME CAPITAL MANAGEMENT LLC$53M
- Invesco Ltd.$10M
- Select Equity Group, L.P.$10M
- T. Rowe Price Investment Management, Inc.$9M
- STATE STREET CORP$8M
- FIRST TRUST ADVISORS LP$6M
Largest trims
- BlackRock, Inc.$95M
- Capital Research Global Investors$17M
- GAMCO INVESTORS, INC. ET AL$8M
- Forest Hill Capital, LLC$4M
- HRT FINANCIAL LP$4M
- BARCLAYS PLC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FAIRHOLME CAPITAL MANAGEMENT LLC trimmed | 19,210,167 | $1.2B | 36.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 4,156,413 | $261M | 7.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,839,565 | $241M | 7.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,800,615 | $113M | 3.4% | 2026-Q1 |
| STATE STREET CORP added | 1,485,510 | $93M | 2.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,318,938 | $83M | 2.5% | 2026-Q1 |
| Select Equity Group, L.P. added | 1,274,988 | $80M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,017,364 | $64M | 1.9% | 2026-Q1 |
| Praetorian PR LLC added | 675,000 | $42M | 1.3% | 2026-Q1 |
| FMR LLC trimmed | 647,571 | $41M | 1.2% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 542,609 | $34M | 1.0% | 2026-Q1 |
| Nitor Capital Management LLC trimmed | 527,600 | $33M | 1.0% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 520,400 | $33M | 1.0% | 2026-Q1 |
| Capital Research Global Investors trimmed | 513,697 | $32M | 1.0% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 471,510 | $30M | 0.9% | 2026-Q1 |
| MORGAN STANLEY added | 462,140 | $29M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 453,607 | $28M | 0.9% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 436,341 | $27M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 370,396 | $23M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 319,097 | $20M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 303,591 | $19M | 0.6% | 2026-Q1 |
| Front Street Capital Management, Inc. trimmed | 282,984 | $18M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 275,965 | $17M | 0.5% | 2026-Q1 |
| Diversified Investment Strategies, LLC trimmed | 272,475 | $17M | 0.5% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC trimmed | 266,400 | $17M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 249,448 | $16M | 0.5% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 231,307 | $15M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 227,594 | $14M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 223,571 | $14M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 222,891 | $14M | 0.4% | 2026-Q1 |
| BERKLEY W R CORP | 209,542 | $13M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 167,712 | $11M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 167,693 | $11M | 0.3% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 163,285 | $10M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 153,122 | $10M | 0.3% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 152,584 | $10M | 0.3% | 2026-Q1 |
| River Road Asset Management, LLC added | 145,599 | $9M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 129,548 | $8M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 127,557 | $8M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 117,886 | $7M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 114,991 | $7M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 103,060 | $6M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC trimmed | 97,849 | $6M | 0.2% | 2026-Q1 |
| Accordant Advisory Group Inc added | 97,515 | $6M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 97,284 | $6M | 0.2% | 2026-Q1 |
| Intrinsic Value Partners, LLC trimmed | 92,491 | $6M | 0.2% | 2026-Q1 |
| Mills Wealth Advisors LLC trimmed | 89,188 | $6M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 81,542 | $5M | 0.2% | 2026-Q1 |
| Gem Investment Advisors, LLC | 81,142 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 80,888 | $5M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 80,553 | $5M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP | 78,800 | $5M | 0.1% | 2026-Q1 |
| Journey Advisory Group, LLC trimmed | 75,779 | $5M | 0.1% | 2026-Q1 |
| Swiss National Bank | 74,300 | $5M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 72,661 | $5M | 0.1% | 2026-Q1 |
| Rye Brook Capital LLC added | 66,000 | $4M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC | 62,564 | $4M | 0.1% | 2026-Q1 |
| UBS Group AG added | 61,390 | $4M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 54,900 | $3M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 53,904 | $3M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 50,754 | $3M | 0.1% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. trimmed | 49,877 | $3M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 48,949 | $3M | 0.1% | 2026-Q1 |
| Trexquant Investment LP added | 48,808 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 47,610 | $3M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 47,500 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 43,881 | $3M | 0.1% | 2026-Q1 |
| NORGES BANK trimmed | 58,097 | $3M | 0.1% | 2026-Q1 |
| RMR Capital Management, LLC trimmed | 43,264 | $3M | 0.1% | 2026-Q1 |
| Vident Advisory, LLC new | 41,213 | $3M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 43,434 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 39,737 | $2M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 39,448 | $2M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 36,273 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 35,260 | $2M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 35,051 | $2M | 0.1% | 2026-Q1 |
| Dauntless Investment Group, LLC trimmed | 32,253 | $2M | 0.1% | 2026-Q1 |
| Blackhawk Capital Partners, LLC added | 31,534 | $2M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 31,356 | $2M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 31,221 | $2M | 0.1% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 30,895 | $2M | 0.1% | 2026-Q1 |
| Creative Planning added | 30,079 | $2M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 30,076 | $2M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 28,644 | $2M | 0.1% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 29,434 | $2M | 0.1% | 2026-Q1 |
| Horizon Investments, LLC added | 29,430 | $2M | 0.1% | 2026-Q1 |
| Emmett Investment Management, LP new | 26,618 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 26,595 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,393,313 | $320M | 9.7% | 2025-Q4 stale |
| PROSPECTOR PARTNERS LLC added | 294,317 | $15M | 0.4% | 2025-Q3 stale |
| Old West Investment Management, LLC added | 95,484 | $5M | 0.1% | 2025-Q2 stale |
| WINNOW WEALTH LLC new | 80,493 | $4M | 0.1% | 2025-Q2 stale |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 42,145 | $3M | 0.1% | 2025-Q4 stale |
| Cutter & CO Brokerage, Inc. trimmed | 50,673 | $2M | 0.1% | 2025-Q1 stale |
| MARSHALL WACE, LLP added | 47,244 | $2M | 0.1% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 37,740 | $2M | 0.1% | 2025-Q4 stale |
| NJ State Employees Deferred Compensation Plan | 39,000 | $2M | 0.1% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 31,700 | $2M | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 31,596 | $2M | 0.1% | 2025-Q4 stale |
| Weiss Asset Management LP new | 30,060 | $2M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.