Who owns St. Joe (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-Q2 13F filings (latest filed 2026-09-22). 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
49 tracked funds added or opened JOE while 52 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 76.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 76.4pp 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 2026-Q1 and 2026-Q2, across 298 tracked filers holding JOE, 155 increased or opened the position and 145 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 11
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$24M
- ExodusPoint Capital Management, LP$3M
- Vest Financial, LLC$2M
- Jupiter Topco LLC$1M
- State of New Jersey Common Pension Fund D$1M
- Squarepoint Ops LLC$898K
Full exits 27
- Capital Research Global Investors$32M
- T. Rowe Price Investment Management, Inc.$15M
- JANUS HENDERSON GROUP PLC$10M
- JANE STREET GROUP, LLC$5M
- Rye Brook Capital LLC$4M
- BESSEMER GROUP INC$4M
Largest adds
- BlackRock, Inc.$124M
- FIRST TRUST ADVISORS LP$25M
- GEODE CAPITAL MANAGEMENT, LLC$11M
- Qube Research & Technologies Ltd$6M
- Invesco Ltd.$5M
- Point72 Asset Management, L.P.$5M
Largest trims
- FAIRHOLME CAPITAL MANAGEMENT LLC$68M
- GOLDMAN SACHS GROUP INC$3M
- TWO SIGMA INVESTMENTS, LP$3M
- SCHWARTZ INVESTMENT COUNSEL INC$3M
- BANK OF AMERICA CORP /DE/$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FAIRHOLME CAPITAL MANAGEMENT LLC trimmed | 18,182,367 | $1.1B | 37.5% | 2026-Q2 |
| BlackRock, Inc. added | 6,148,018 | $385M | 12.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,922,394 | $246M | 8.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,800,077 | $113M | 3.7% | 2026-Q2 |
| STATE STREET CORP added | 1,554,006 | $97M | 3.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,353,659 | $85M | 2.8% | 2026-Q2 |
| Select Equity Group, L.P. added | 1,341,063 | $84M | 2.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,198,445 | $75M | 2.5% | 2026-Q2 |
| Praetorian PR LLC | 675,000 | $42M | 1.4% | 2026-Q2 |
| FMR LLC added | 651,353 | $41M | 1.3% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 592,608 | $37M | 1.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 533,471 | $33M | 1.1% | 2026-Q2 |
| Nitor Capital Management LLC trimmed | 526,496 | $33M | 1.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 505,400 | $32M | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 492,857 | $31M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 477,972 | $30M | 1.0% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 467,170 | $29M | 1.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 409,952 | $26M | 0.8% | 2026-Q2 |
| Invesco Ltd. added | 402,756 | $25M | 0.8% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. new | 376,859 | $24M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 370,424 | $23M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 308,825 | $19M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 283,923 | $18M | 0.6% | 2026-Q2 |
| Front Street Capital Management, Inc. trimmed | 271,931 | $17M | 0.6% | 2026-Q2 |
| Diversified Investment Strategies, LLC trimmed | 268,175 | $16M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 246,533 | $15M | 0.5% | 2026-Q2 |
| SCHWARTZ INVESTMENT COUNSEL INC trimmed | 224,400 | $14M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 224,208 | $14M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 219,696 | $14M | 0.5% | 2026-Q2 |
| BERKLEY W R CORP | 209,542 | $13M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 203,144 | $13M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 188,359 | $12M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 157,021 | $10M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board added | 154,762 | $10M | 0.3% | 2026-Q2 |
| River Road Asset Management, LLC added | 146,741 | $9M | 0.3% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 136,750 | $9M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 131,322 | $8M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 125,294 | $8M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 121,652 | $8M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 115,548 | $7M | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 104,099 | $7M | 0.2% | 2026-Q2 |
| Accordant Advisory Group Inc added | 100,676 | $6M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 94,642 | $6M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 94,554 | $6M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 92,889 | $6M | 0.2% | 2026-Q2 |
| Intrinsic Value Partners, LLC trimmed | 91,091 | $6M | 0.2% | 2026-Q2 |
| Mills Wealth Advisors LLC trimmed | 87,825 | $6M | 0.2% | 2026-Q2 |
| Gem Investment Advisors, LLC | 81,142 | $5M | 0.2% | 2026-Q2 |
| ROYCE & ASSOCIATES LP | 78,800 | $5M | 0.2% | 2026-Q2 |
| Journey Advisory Group, LLC added | 76,034 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 75,100 | $5M | 0.2% | 2026-Q2 |
| Trexquant Investment LP added | 74,170 | $5M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 71,361 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 69,940 | $4M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 69,251 | $4M | 0.1% | 2026-Q2 |
| UBS Group AG added | 68,495 | $4M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 68,409 | $4M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 58,782 | $4M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 53,303 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 52,939 | $3M | 0.1% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. trimmed | 49,827 | $3M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 48,060 | $3M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 45,362 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 45,014 | $3M | 0.1% | 2026-Q2 |
| RMR Capital Management, LLC trimmed | 42,964 | $3M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 42,449 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 42,070 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 41,992 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 41,829 | $3M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 41,635 | $3M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 41,060 | $3M | 0.1% | 2026-Q2 |
| Dauntless Investment Group, LLC added | 36,167 | $2M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 34,494 | $2M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 33,129 | $2M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 32,302 | $2M | 0.1% | 2026-Q2 |
| Blackhawk Capital Partners, LLC | 31,534 | $2M | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 30,581 | $2M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 30,088 | $2M | 0.1% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 29,918 | $2M | 0.1% | 2026-Q2 |
| Vest Financial, LLC new | 29,515 | $2M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 29,127 | $2M | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 29,034 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 28,395 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 27,868 | $2M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 25,175 | $2M | 0.1% | 2026-Q2 |
| RBF Capital, LLC | 25,000 | $2M | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 24,200 | $2M | 0.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 24,116 | $2M | 0.0% | 2026-Q2 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. added | 24,066 | $2M | 0.0% | 2026-Q2 |
| MetLife Investment Management, LLC added | 22,644 | $1M | 0.0% | 2026-Q2 |
| NORGES BANK trimmed | 21,400 | $1M | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 21,215 | $1M | 0.0% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 21,128 | $1M | 0.0% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 20,765 | $1M | 0.0% | 2026-Q2 |
| Pflug Koory, LLC | 20,694 | $1M | 0.0% | 2026-Q2 |
| Kerrisdale Advisers, LLC trimmed | 20,610 | $1M | 0.0% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | 20,004 | $1M | 0.0% | 2026-Q2 |
| Lumbard & Kellner, LLC added | 18,572 | $1M | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 18,283 | $1M | 0.0% | 2026-Q2 |
| IMC-Chicago, LLC added | 18,264 | $1M | 0.0% | 2026-Q2 |
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.