ST JOE Co (JOE) — Institutional Holders, Q2 2026

321 institutional investment managers reported a JOE position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← JOE stock profile

JOE in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

121

Trimmed

Sold out

Biggest buyers

FIRST ADVISORSAdded · +405,914 sh+$25.4M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENTNew · +376,859 sh+$23.6M
GEODE CAPITAL MANAGEMENTAdded · +181,081 sh+$11.3M
BlackRockAdded · +165,553 sh+$10.4M
Qube Research & Technologies LtdAdded · +101,810 sh+$6.4M

Biggest sellers

FAIRHOLME CAPITAL MANAGEMENTTrimmed · -1,027,800 sh-$64.4M
Capital Research Global InvestorsSold out · -513,697 sh-$32.2M
JANE STREET GROUPSold out · -80,888 sh-$5.1M
T. Rowe Price Investment ManagementTrimmed · -62,937 sh-$3.9M
GOLDMAN SACHS GROUPTrimmed · -46,304 sh-$2.9M

JOE 13F holders ranked 1–100 of 321

Institutional investors reporting a position in ST JOE Co on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FAIRHOLME CAPITAL MANAGEMENT#1 · 18,182,367 sh	18,182,367	$1.1B	76.43%	-5.4%
2	BlackRock#2 · 6,148,018 sh	6,148,018	$385.1M	<0.01%	+2.8%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 3,922,394 sh	3,922,394	$245.7M	0.01%	+2.2%
4	VANGUARD CAPITAL MANAGEMENT#4 · 1,800,077 sh	1,800,077	$112.7M	<0.01%	0.0%
5	STATE STREET#5 · 1,554,006 sh	1,554,006	$97.3M	<0.01%	+4.6%
6	DIMENSIONAL FUND ADVISORS#6 · 1,353,659 sh	1,353,659	$84.8M	0.02%	+2.6%
7	Select Equity Group, L.P.#7 · 1,341,063 sh	1,341,063	$84.0M	0.42%	+5.2%
8	GEODE CAPITAL MANAGEMENT#8 · 1,198,445 sh	1,198,445	$75.1M	<0.01%	+17.8%
9	Praetorian PR#9 · 675,000 sh	675,000	$42.3M	13.47%	0.0%
10	FMR#10 · 651,353 sh	651,353	$40.8M	<0.01%	-0.1%
11	HORIZON KINETICS ASSET MANAGEMENT#11 · 592,608 sh	592,608	$37.1M	0.42%	+9.2%
12	FIRST ADVISORS#12 · 533,471 sh	533,471	$33.4M	0.02%	+318.2%
13	Nitor Capital Management#13 · 526,496 sh	526,496	$33.0M	22.26%	-0.2%
14	GABELLI FUNDS#14 · 505,400 sh	505,400	$31.7M	0.20%	-2.9%
15	MORGAN STANLEY#15 · 492,857 sh	492,857	$30.9M	<0.01%	+6.6%
16	NORTHERN#16 · 477,972 sh	477,972	$29.9M	<0.01%	+5.4%
17	GAMCO INVESTORS, ET AL#17 · 467,170 sh	467,170	$29.3M	0.26%	-0.9%
18	VICTORY CAPITAL MANAGEMENT#18 · 409,952 sh	409,952	$25.7M	0.01%	-6.0%
19	Invesco Ltd.#19 · 402,756 sh	402,756	$25.2M	<0.01%	+14.9%
20	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT#20 · 376,859 sh	376,859	$23.6M	1.17%	New
21	CHARLES SCHWAB INVESTMENT MANAGEMENT#21 · 370,424 sh	370,424	$23.2M	<0.01%	0.0%
22	Bank of New York Mellon#22 · 308,825 sh	308,825	$19.3M	<0.01%	+1.7%
23	VANGUARD FIDUCIARY#23 · 283,923 sh	283,923	$17.8M	<0.01%	+2.9%
24	Front Street Capital Management#24 · 271,931 sh	271,931	$17.0M	1.93%	-3.9%
25	Diversified Investment Strategies#25 · 268,175 sh	268,175	$16.3M	10.54%	-1.6%
26	AQR CAPITAL MANAGEMENT#26 · 246,533 sh	246,533	$15.4M	<0.01%	+7.5%
27	SCHWARTZ INVESTMENT COUNSEL#27 · 224,400 sh	224,400	$14.1M	—	-15.8%
28	PRINCIPAL FINANCIAL GROUP#28 · 224,208 sh	224,208	$14.0M	<0.01%	+0.6%
29	Qube Research & Technologies Ltd#29 · 219,696 sh	219,696	$13.8M	0.01%	+86.4%
30	BERKLEY W R#30 · 209,542 sh	209,542	$13.1M	0.63%	0.0%
31	GOLDMAN SACHS GROUP#31 · 203,144 sh	203,144	$12.7M	<0.01%	-18.6%
32	BANK OF AMERICA#32 · 188,359 sh	188,359	$11.8M	<0.01%	-17.2%
33	T. Rowe Price Investment Management#33 · 168,370 sh	168,370	$10.5M	<0.01%	-27.2%
34	RAYMOND JAMES FINANCIAL#34 · 157,021 sh	157,021	$9.8M	<0.01%	-6.4%
35	PUBLIC SECTOR PENSION INVESTMENT BOARD#35 · 154,762 sh	154,762	$9.7M	0.03%	+1.4%
36	River Road Asset Management#36 · 146,741 sh	146,741	$9.2M	0.10%	+0.8%
37	PRUDENTIAL FINANCIAL#37 · 136,750 sh	136,750	$8.6M	<0.01%	-16.3%
38	Nuveen#38 · 131,322 sh	131,322	$8.2M	<0.01%	+1.4%
39	Point72 Asset Management, L.P.#39 · 125,294 sh	125,294	$7.8M	<0.01%	+156.0%
40	TWO SIGMA INVESTMENTS#40 · 121,652 sh	121,652	$7.6M	<0.01%	-27.5%
41	Legal & General Group Plc#41 · 115,548 sh	115,548	$7.2M	<0.01%	+0.5%
42	ALGERT GLOBAL#42 · 104,099 sh	104,099	$6.5M	0.08%	+6.4%
43	Accordant Advisory Group#43 · 100,676 sh	100,676	$6.3M	4.25%	+3.2%
44	JPMORGAN CHASE#44 · 94,554 sh	94,554	$6.1M	<0.01%	-2.8%
45	AMERICAN CENTURY COMPANIES#45 · 94,642 sh	94,642	$5.9M	<0.01%	+16.1%
46	RHUMBLINE ADVISERS#46 · 92,889 sh	92,889	$5.8M	<0.01%	-9.9%
47	Intrinsic Value Partners#47 · 91,091 sh	91,091	$5.7M	3.90%	-1.5%
48	Mills Wealth Advisors#48 · 87,825 sh	87,825	$5.5M	—	-1.5%
49	Gem Investment Advisors#49 · 81,142 sh	81,142	$5.1M	3.12%	0.0%
50	ROYCE & ASSOCIATES#50 · 78,800 sh	78,800	$4.9M	0.04%	0.0%
51	Journey Advisory Group#51 · 76,034 sh	76,034	$4.8M	0.36%	+0.3%
52	Swiss National Bank#52 · 75,100 sh	75,100	$4.7M	<0.01%	+1.1%
53	Trexquant Investment#53 · 74,170 sh	74,170	$4.6M	0.03%	+52.0%
54	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#54 · 71,361 sh	71,361	$4.5M	<0.01%	-11.4%
55	WELLS FARGO & COMPANY#55 · 69,940 sh	69,940	$4.4M	<0.01%	+46.9%
56	AMERIPRISE FINANCIAL#56 · 69,251 sh	69,251	$4.3M	<0.01%	-4.7%
57	Rye Brook Capital#57 · 68,585 sh	68,585	$4.3M	—	+3.9%
58	UBS Group AG#58 · 68,495 sh	68,495	$4.3M	<0.01%	+11.6%
59	CITADEL ADVISORS#59 · 68,409 sh	68,409	$4.3M	<0.01%	+88.6%
60	BESSEMER GROUP#60 · 62,639 sh	62,639	$3.9M	<0.01%	+0.1%
61	PRICE T ROWE ASSOCIATES#61 · 58,782 sh	58,782	$3.7M	<0.01%	+9.0%
62	MILLENNIUM MANAGEMENT#62 · 53,303 sh	53,303	$3.3M	<0.01%	+168.1%
63	ALLIANCEBERNSTEIN L.P.#63 · 52,939 sh	52,939	$3.3M	<0.01%	+21.9%
64	HRT FINANCIAL#64 · 52,147 sh	52,147	$3.3M	<0.01%	+280.7%
65	Mraz, Amerine & Associates#65 · 49,827 sh	49,827	$3.1M	0.45%	-0.1%
66	GREAT WEST LIFE ASSURANCE#66 · 48,990 sh	48,990	$3.1M	<0.01%	-3.5%
67	ROYAL BANK OF CANADA#67 · 48,060 sh	48,060	$3.0M	<0.01%	+1.2%
68	Vident Advisory#68 · 45,362 sh	45,362	$2.8M	0.02%	+10.1%
69	WEALTH ENHANCEMENT ADVISORY SERVICES#69 · 45,014 sh	45,014	$2.7M	—	+57.1%
70	RMR Capital Management#70 · 42,964 sh	42,964	$2.7M	—	-0.7%
71	Russell Investments Group, Ltd.#71 · 42,449 sh	42,449	$2.7M	<0.01%	+21.1%
72	STIFEL FINANCIAL#72 · 41,992 sh	41,992	$2.6M	<0.01%	+5.7%
73	DEUTSCHE BANK AG\#73 · 41,829 sh	41,829	$2.6M	<0.01%	-4.7%
74	ExodusPoint Capital Management#74 · 41,635 sh	41,635	$2.6M	0.02%	New
75	OCCUDO QUANTITATIVE STRATEGIES#75 · 41,060 sh	41,060	$2.6M	0.14%	+59.0%
76	HARBOR CAPITAL ADVISORS#76 · 37,701 sh	37,701	$2.4M	—	New
77	Dauntless Investment Group#77 · 36,167 sh	36,167	$2.3M	1.78%	+12.1%
78	Susquehanna Portfolio Strategies#78 · 34,494 sh	34,494	$2.2M	0.03%	+753.8%
79	VANGUARD ASSET MANAGEMENT, Ltd#79 · 33,129 sh	33,129	$2.1M	<0.01%	+6.1%
80	LAZARD ASSET MANAGEMENT#80 · 32,302 sh	32,302	$2.0M	<0.01%	+3.0%
81	Blackhawk Capital Partners#81 · 31,534 sh	31,534	$2.0M	0.65%	0.0%
82	Horizon Investments#82 · 30,581 sh	30,581	$1.9M	0.02%	+3.9%
83	IEQ CAPITAL#83 · 30,088 sh	30,088	$1.9M	<0.01%	-23.7%
84	Annex Advisory Services#84 · 29,918 sh	29,918	$1.9M	—	-3.2%
85	Vest Financial#85 · 29,515 sh	29,515	$1.8M	—	New
86	Creative Planning#86 · 29,127 sh	29,127	$1.8M	<0.01%	-3.2%
87	Institute for Wealth Management#87 · 29,034 sh	29,034	$1.8M	0.16%	-1.4%
88	Schonfeld Strategic Advisors#88 · 28,395 sh	28,395	$1.8M	<0.01%	+116.5%
89	CITIGROUP#89 · 27,868 sh	27,868	$1.7M	<0.01%	+54.3%
90	THRIVENT FINANCIAL FOR LUTHERANS#90 · 26,012 sh	26,012	$1.6M	<0.01%	-2.2%
91	STATE OF WISCONSIN INVESTMENT BOARD#91 · 25,175 sh	25,175	$1.6M	<0.01%	+44.4%
92	RBF Capital#92 · 25,000 sh	25,000	$1.6M	0.07%	0.0%
93	Jump Financial#93 · 24,200 sh	24,200	$1.5M	0.01%	+90.6%
94	RENAISSANCE TECHNOLOGIES#94 · 24,116 sh	24,116	$1.5M	<0.01%	-56.1%
95	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#95 · 24,066 sh	24,066	$1.5M	0.18%	0.0%
96	Covestor Ltd#96 · 23,593 sh	23,593	$1.5M	0.85%	-0.6%
97	MetLife Investment Management#97 · 22,644 sh	22,644	$1.4M	<0.01%	+8.4%
98	NORGES BANK#98 · 21,400 sh	21,400	$1.3M	<0.01%	—
99	MANUFACTURERS LIFE INSURANCE COMPANY, THE#99 · 21,215 sh	21,215	$1.3M	<0.01%	+17.1%
100	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#100 · 21,128 sh	21,128	$1.3M	<0.01%	-9.9%

Funds that sold out of JOE in Q2 2026 (33)

Held JOE at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held JOE in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Capital Research Global Investors513,697 sh	513,697	$32.3M
JANE STREET GROUP80,888 sh	80,888	$5.1M
Emmett Investment Management26,618 sh	26,618	$1.7M
Gator Capital Management25,000 sh	25,000	$1.6M
Sterling Investment Management20,338 sh	20,338	$1.3M
WINTON GROUP Ltd17,061 sh	17,061	$1.1M
Fieldview Capital Management13,867 sh	13,867	$870.8K
SUSQUEHANNA INTERNATIONAL GROUP, LLP12,492 sh	12,492	$784.5K
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO11,649 sh	11,649	$731.6K
NATIXIS ADVISORS10,469 sh	10,469	$657.0K
Circle Wealth Management7,000 sh	7,000	$439.6K
HighTower Advisors6,792 sh	6,792	$426.5K
Edgestream Partners, L.P.6,491 sh	6,491	$407.6K
Cynosure Management6,020 sh	6,020	$378.1K
Virtu Financial5,631 sh	5,631	$354.0K
CAPSTONE INVESTMENT ADVISORS5,326 sh	5,326	$334.5K
PRELUDE CAPITAL MANAGEMENT4,187 sh	4,187	$262.9K
Empowered Funds4,139 sh	4,139	$259.9K
Wealthcare Advisory Partners3,450 sh	3,450	$216.7K
Pallas Capital Advisors3,325 sh	3,325	$208.8K
Rossby Financial, LCC3,225 sh	3,225	$207.5K
Fruth Investment Management3,200 sh	3,200	$200.0K
MAI Capital Management1,171 sh	1,171	$73.5K
Financial Freedom269 sh	269	$16.9K
TWIN PEAKS WEALTH ADVISORS245 sh	245	$15.4K
Destiny Wealth Partners200 sh	200	$12.6K
Root Financial Partners180 sh	180	$11.3K
Sound Income Strategies142 sh	142	$9.1K
Annis Gardner Whiting Capital Advisors16 sh	16	$1.0K
Vermillion Wealth Management6 sh	6	$377.00
Signature Equity Partners2 sh	2	$126.00
RAFFA WEALTH MANAGEMENT1 sh	1	$63.00
CURIO WEALTH1 sh	1	$63.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.