ST JOE CO/THE (JOE) Institutional Ownership
JOE is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.21B based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Fairholme Capital Management, which reported ownership valued at approximately $1.21B in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Fairholme Capital Management's JOE position is now estimated to be worth approximately $1.22B, representing an estimated gain of +1.08% since the filing period.
Major shareholders tracked on this page include Fairholme Capital Management, Renaissance Technologies LLC, Cullen Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ST JOE CO/THE (JOE).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 4 | $1,210,473,043 | 19,275,048 |
| Q4 2025 | 4 | $1,154,290,133 | 19,441,937 |
| Q3 2025 | 3 | $969,235,416 | 19,588,450 |
| Q2 2025 | 4 | $964,654,746 | 20,223,370 |
| Q1 2025 | 4 | $949,816,052 | 20,230,374 |
| Q4 2024 | 4 | $929,796,115 | 20,694,327 |
| Q3 2024 | 4 | $1,234,580,230 | 21,172,702 |
| Q2 2024 | 2 | $1,177,458,773 | 21,525,755 |
| Q1 2024 | 3 | $1,305,405,012 | 22,541,431 |
| Q4 2023 | 2 | $1,365,172,722 | 22,684,824 |
| Q3 2023 | 2 | $1,233,931,334 | 22,749,748 |
| Q2 2023 | 1 | $1,149,546,856 | 23,780,448 |
Related JOE Institutional Insights:
- JOE Institutional Ownership & Insiders Activity
- JOE Institutional Ownership & 13F Activity
- JOE Top Institutional Shareholders
- JOE Institutional Buying Activity
- JOE Institutional Selling Activity
- Real Estate Sector Institutional Ownership
- Real Estate Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Real Estate Stocks By Institutional Investors
- Most Sold Real Estate Stocks By Institutional Investors
- JOE Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings