Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in JOE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FAIRHOLME CAPITAL MANAGEMENT LLC | 19.2M | $1.21B | -1.1% | 33.462% | 79.67% |
| 2 | BlackRock, Inc. | 6.0M | $375.7M | -0.3% | 10.421% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | $241.1M | β | 6.688% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $113.1M | β | 3.136% | 0.00% |
| 5 | STATE STREET CORP | 1.5M | $93.3M | +3.8% | 2.588% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $82.8M | -2.9% | 2.297% | 0.02% |
| 7 | Select Equity Group, L.P. | 1.3M | $80.1M | +7.9% | 2.221% | 0.44% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $63.9M | +2.3% | 1.772% | 0.00% |
| 9 | Praetorian PR LLC | 675K | $42.4M | +2.3% | 1.176% | 15.42% |
| 10 | FMR LLC | 652K | $40.9M | -2.5% | 1.135% | 0.00% |
| 11 | HORIZON KINETICS ASSET MANAGEMENT LLC | 543K | $34.1M | -2.2% | 0.945% | 0.37% |
| 12 | Nitor Capital Management LLC | 528K | $33.1M | -1.5% | 0.919% | 25.51% |
| 13 | GABELLI FUNDS LLC | 520K | $32.7M | -13.3% | 0.906% | 0.22% |
| 14 | Capital Research Global Investors | 514K | $32.3M | -37.6% | 0.895% | 0.01% |
| 15 | GAMCO INVESTORS, INC. ET AL | 472K | $29.6M | -25.1% | 0.821% | 0.29% |
| 16 | MORGAN STANLEY | 462K | $29.0M | +16.7% | 0.805% | 0.00% |
| 17 | NORTHERN TRUST CORP | 454K | $28.5M | +10.0% | 0.790% | 0.00% |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 436K | $27.4M | +1.6% | 0.760% | 0.02% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 370K | $23.3M | +1.8% | 0.645% | 0.00% |
| 20 | Invesco Ltd. | 350K | $22.0M | +107.1% | 0.610% | 0.00% |
| 21 | Bank of New York Mellon Corp | 304K | $19.1M | -2.1% | 0.529% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 276K | $17.3M | β | 0.481% | 0.00% |
| 23 | Diversified Investment Strategies, LLC | 272K | $17.1M | -0.5% | 0.475% | 10.93% |
| 24 | SCHWARTZ INVESTMENT COUNSEL INC | 266K | $16.7M | -14.2% | 0.464% | 0.59% |
| 25 | GOLDMAN SACHS GROUP INC | 249K | $15.7M | +31.8% | 0.434% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in JOE β a direct measure of their conviction.
Filings activity in JOE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new JOE position in Q1 2026
Institutions that fully closed their JOE position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 309 | +4.4% | 82.57% | +4.49 pp | $3.08B | +5.8% |
| Q4 2025 | 296 | +10% | 78.08% | +13.14 pp | $2.91B | +20% |
| Q3 2025 | 269 | +0.0% | 64.94% | +2.36 pp | $2.42B | +3.8% |
| Q2 2025 | 269 | 0.4% | 62.58% | +1.44 pp | $2.33B | +2.4% |
| Q1 2025 | 270 | +11% | 61.14% | +2.82 pp | $2.28B | +4.8% |
| Q4 2024 | 243 | +4.3% | 58.32% | 16.46 pp | $2.17B | 22% |
| Q3 2024 | 233 | +0.4% | 74.78% | +3.92 pp | $2.79B | +5.5% |
| Q2 2024 | 232 | β | 70.86% | β | $2.64B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying JOE stock.
Based on Q1 2026 13F filings, institutional ownership of The St. Joe Company stands at 82.6%, held across 309 reporting institutions.
FAIRHOLME CAPITAL MANAGEMENT LLC is the largest reported institutional holder of JOE, with approximately 19,210,167 shares worth $1.21B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of JOE.
Our composite Smart Money Score for JOE is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
45 institutions opened new positions in JOE during Q1 2026, while 32 fully exited. 208 added to existing positions and 56 trimmed.
JOE institutional ownership rose by 4.49 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 76.0% of all reported 13F value in JOE, and the top 25 account for 88.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The St. Joe Company (JOE) Institutional Ownership