13F Insight
DOSSIER · 13F Holders · Q1 2026Real Estate · Land Subdividers & Developers (No Cemeteries)BellwetherCompounder
JOE

ST JOE CO

328 institutions still hold ST JOE CO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 790148100·Land Subdividers & Developers (No Cemeteries)·328 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.3%
vs prior quarter
13F value held
$2.6B
76.0% inst. owned
of float
Holders
328
+58 QoQ
filers reporting
Activity
+8 / −29
+893 added · −823 reduced
this quarter
Concentration
46.07%
FAIRHOLME CAPITAL MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

328 institutions reported JOE in Q1 2026. FAIRHOLME CAPITAL MANAGEMENT LLC leads at 46.1% of the visible book. +58 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FAIRHOLME CAPITAL MANAGEMENT LLC
CIK 0001056831
$1.2B19.2M79.67%Q1 202602
BlackRock, Inc.
CIK 0002012383
$376M6.0M0.01%Q1 202603
Vanguard Portfolio Management
CIK 0002100121
$241M3.8M0.01%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$113M1.8M0.00%Q1 202605
STATE STREET CORP
CIK 0000093751
$93M1.5M0.00%Q1 202606
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$83M1.3M0.02%Q1 202607
Select Equity Group, L.P.
CIK 0001592643
$70M1.2M0.30%Q4 202508
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$64M1.0M0.00%Q1 202609
FMR LLC
CIK 0000315066
$41M652K0.00%Q1 202610
Praetorian PR LLC
CIK 0001949877
$39M660K18.99%Q4 202511
HORIZON KINETICS ASSET MANAGEMENT LLC
CIK 0001056823
$34M543K0.37%Q1 202612
Nitor Capital Management LLC
CIK 0002019017
$33M528K25.51%Q1 202613
GABELLI FUNDS LLC
CIK 0001081407
$33M520K0.22%Q1 202614
Capital Research Global Investors
CIK 0001422848
$32M514K0.01%Q1 202615
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
$30M472K0.29%Q1 202616
MORGAN STANLEY
CIK 0000895421
$29M462K0.00%Q1 202617
NORTHERN TRUST CORP
CIK 0000073124· Index
$28M454K0.00%Q1 202618
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$27M436K0.02%Q1 202619
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$23M370K0.00%Q1 202620
Invesco Ltd.
CIK 0000914208
$22M350K0.00%Q1 2026
Page 1 of 17
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