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 $1.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Fairholme Capital Management, which reported ownership valued at approximately $1.14B in its June 30, 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 $1.16B, representing an estimated gain of +1.93% 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 |
|---|---|---|---|
| Q2 2026 | 4 | $1,140,897,199 | 18,216,465 |
| 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 | $1,306,713,702 | 22,541,431 |
| Q4 2023 | 2 | $1,365,172,722 | 22,684,824 |
| Q3 2023 | 2 | $1,235,994,269 | 22,749,748 |
Related JOE Institutional Insights:
- JOE Overview
- JOE Top Institutional Shareholders
- JOE Institutional Ownership Changes
- 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
- JOE Articles
- Top Institutional Investor Stock Rankings