ST JOE CO JOE
COM · Common Stock · CUSIP 790148100 · ISIN US7901481009
Land development firm
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($396.0k this quarter). Holder counts are more reliable. Shares outstanding: 57.9m as of 2025-07-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $47.71. Options: 7 managers hold calls ($7.3m notional), 7 hold puts ($8.5m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 181 |
| Q4 2022 | 188 |
| Q1 2023 | 186 |
| Q2 2023 | 187 |
| Q3 2023 | 225 |
| Q4 2023 | 241 |
| Q1 2024 | 242 |
| Q2 2024 | 234 |
| Q3 2024 | 241 |
| Q4 2024 | 246 |
| Q1 2025 | 279 |
| Q2 2025 | 272 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 118 | 76 |
| Q4 2023 | 108 | 93 |
| Q1 2024 | 106 | 109 |
| Q2 2024 | 112 | 106 |
| Q3 2024 | 116 | 98 |
| Q4 2024 | 120 | 111 |
| Q1 2025 | 137 | 106 |
| Q2 2025 | 127 | 135 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $15.3m | $12.0m | 0.78 |
| Q4 2024 | $4.2m | $6.6m | 1.57 |
| Q1 2025 | $5.9m | $7.6m | 1.28 |
| Q2 2025 | $7.3m | $8.5m | 1.16 |
Biggest buyers
| Capital Research Global Investors | Added | +322.2k |
| PROSPECTOR PARTNERS LLC | New | +293.8k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +240.0k |
| Select Equity Group, L.P. | New | +133.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +118.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +104.7k |
| River Road Asset Management, LLC | Added | +86.4k |
| WINNACLE WEALTH LLC | New | +80.5k |
| Trexquant Investment LP | New | +51.8k |
| Prospera Financial Services Inc | New | +46.6k |
Biggest sellers
| VANGUARD GROUP INC | Reduced | -354.8k |
| BlackRock, Inc. | Reduced | -262.8k |
| Praetorian PR LLC | Reduced | -175.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -112.1k |
| T. Rowe Price Investment Management, Inc. | Reduced | -111.1k |
| Cubist Systematic Strategies, LLC | Reduced | -73.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -72.2k |
| D. E. Shaw & Co., Inc. | Reduced | -60.5k |
| Cutter & CO Brokerage, Inc. | Sold out | -50.7k |
| MORGAN STANLEY | Reduced | -42.3k |
Biggest calls
| PEAK6 LLC | Added | $3.3m69.8k shares |
| CITADEL ADVISORS LLC | Reduced | $1.7m35.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m30.5k shares |
| JANE STREET GROUP, LLC | Added | $577.2k12.1k shares |
| GROUP ONE TRADING LLC | Reduced | $147.9k3.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $71.0k1.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 LLC | Added | $5.1m106.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m38.0k shares |
| WOLVERINE TRADING, LLC | Added | $771.2k15.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $410.2k8.6k shares |
| GROUP ONE TRADING LLC | Added | $314.8k6.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $66.0k1.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
FAIRHOLME CAPITAL MANAGEMENT LLC
13D · may seek influence
-1.1 pts · filed 2026-06-23
Stated purposeNo material changes from the Schedule 13D amendment filed by the Reporting Persons on October 23, 2024. Full filing |
31.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.7% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $64.6m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $9.0m | — |
| Q2 2024 | 0 | — | 1 | $56.8m | — |
| Q3 2024 | 0 | — | 1 | $23.3m | — |
| Q4 2024 | 1 | $89.9k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| FAIRHOLME CAPITAL MANAGEMENT LLC 78.54% of their portfolio | 20.2m $963.7m | Reduced -2.7k |
| BlackRock, Inc. 0.01% of their portfolio | 6.1m $288.7m | Reduced -262.8k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.8m $275.7m | Reduced -354.8k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $66.6m | Added +9.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.4m $65.6m | Reduced -13.4k |
| Capital Research Global Investors 0.01% of their portfolio | 1.1m $52.5m | Added +322.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 957.1k $45.7m | Added +23.3k |
| FMR LLC 0.00% of their portfolio | 728.9k $34.8m | Reduced -34.8k |
| Praetorian PR LLC 29.13% of their portfolio | 660.0k $31.5m | Reduced -175.0k |
| GAMCO INVESTORS, INC. ET AL 0.31% of their portfolio | 650.5k $31.0m | Reduced -8.3k |
| GABELLI FUNDS LLC 0.21% of their portfolio | 619.5k $29.6m | Reduced -14.8k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.31% of their portfolio | 555.9k $26.5m | Added +5.6k |
| MORGAN STANLEY 0.00% of their portfolio | 455.9k $21.7m | Reduced -42.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 431.1k $20.6m | Reduced -1.6k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 351.5k $16.8m | Reduced -111.1k |
| Front Street Capital Management, Inc. 3.20% of their portfolio | 350.1k $16.7m | Reduced -6.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 345.5k $16.5m | Reduced -25.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 335.8k $16.0m | Reduced -1.3k |
| SCHWARTZ INVESTMENT COUNSEL INC 0.53% of their portfolio | 335.4k $16.0m | Added +5.0k |
| PROSPECTOR PARTNERS LLC 1.63% of their portfolio | 293.8k $14.0m | New |
| Diversified Investment Strategies, LLC 8.91% of their portfolio | 276.2k $13.2m | Reduced -3.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 263.3k $12.6m | Added +240.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 211.9k $10.1m | Added +37.2k |
| BERKLEY W R CORP 0.62% of their portfolio | 209.5k $10.0m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 194.7k $9.3m | Added +118.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 187.8k $9.0m | Reduced -1.6k |
| River Road Asset Management, LLC 0.12% of their portfolio | 186.8k $9.4m | Added +86.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 172.3k $8.2m | Added +104.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 159.6k $7.6m | Reduced -32.3k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 149.7k $7.1m | Reduced -30.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 141.2k $6.7m | Added +7.7k |
| Nuveen, LLC 0.00% of their portfolio | 134.4k $6.4m | Reduced -18.8k |
| Select Equity Group, L.P. 0.03% of their portfolio | 133.1k $6.3m | New |
| Public Sector Pension Investment Board 0.03% of their portfolio | 129.3k $6.2m | Added +8.9k |
| Invesco Ltd. 0.00% of their portfolio | 120.6k $5.8m | Added +5.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 117.6k $5.6m | Added +22.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 111.4k $5.3m | Added +23.8k |
| UBS Group AG 0.00% of their portfolio | 109.4k $5.2m | Reduced -5.9k |
| Legal & General Group Plc 0.00% of their portfolio | 109.0k $5.2m | Reduced -1.6k |
| Intrinsic Value Partners, LLC 4.55% of their portfolio | 107.3k $5.1m | Reduced -1.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 104.0k $5.0m | Added +3.3k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 103.7k $4.9m | Unchanged |
| Old West Investment Management, LLC 1.50% of their portfolio | 95.5k $4.6m | Added +2.0k |
| Mills Wealth Advisors LLC 1.94% of their portfolio | 88.6k $4.2m | Added +25.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 88.4k $4.2m | Reduced -72.2k |
| Journey Advisory Group, LLC 0.31% of their portfolio | 83.4k $4.0m | Reduced -1.1k |
| Accordant Advisory Group Inc 2.86% of their portfolio | 80.5k $3.8m | Added +5.2k |
| WINNACLE WEALTH LLC 2.86% of their portfolio | 80.5k $3.8m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 79.9k $3.8m | Reduced -60.5k |
| Forest Hill Capital, LLC 2.67% of their portfolio | 79.0k $3.8m | Unchanged |
| ROYCE & ASSOCIATES LP 0.04% of their portfolio | 78.8k $3.8m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 76.2k $3.6m | Reduced -9.3k |
| BARCLAYS PLC 0.00% of their portfolio | 74.3k $3.5m | Added +24.9k |
| Swiss National Bank 0.00% of their portfolio | 72.3k $3.4m | Reduced -6.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 64.4k $3.1m | Added +34.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 64.4k $3.1m | Reduced -2.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 63.6k $3.0m | Added +3.5k |
| Rye Brook Capital LLC 3.07% of their portfolio | 61.8k $2.9m | Added +10.6k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 59.1k $2.8m | Added +21.2k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 58.9k $2.8m | Added +633 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 58.2k $2.8m | Added +37.6k |
| Trexquant Investment LP 0.03% of their portfolio | 51.8k $2.5m | New |
| Mraz, Amerine & Associates, Inc. 0.39% of their portfolio | 51.0k $2.4m | Added +7.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.10% of their portfolio | 50.7k $2.4m | Reduced -4.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 48.8k $2.3m | Reduced -15.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 48.6k $2.3m | Added +1.0k |
| Prospera Financial Services Inc 0.04% of their portfolio | 46.6k $2.2m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 45.1k $2.2m | Added +5.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 44.8k $2.1m | Added +3.5k |
| RMR Capital Management, LLC 1.49% of their portfolio | 43.6k $2.1m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 41.5k $2.0m | Added +4.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 39.8k $1.9m | Added +2.5k |
| NJ State Employees Deferred Compensation Plan 0.22% of their portfolio | 39.0k $1.9m | Unchanged |
| Annex Advisory Services, LLC 0.04% of their portfolio | 38.5k $1.8m | Added +1.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 37.6k $1.8m | Added +662 |
| CITIGROUP INC 0.00% of their portfolio | 37.6k $1.8m | Reduced -17.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 36.9k $1.8m | Added +35 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 35.2k $1.7m | Reduced -59 |
| HRT FINANCIAL LP 0.01% of their portfolio | 32.3k $1.5m | Added +213 |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 31.9k $1.5m | Added +20.1k |
| Institute for Wealth Management, LLC. 0.16% of their portfolio | 29.8k $1.4m | Reduced -158 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 27.8k $1.3m | Reduced -54 |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 27.5k $1.3m | Reduced -73.4k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 26.3k $1.3m | Added +120 |
| Dauntless Investment Group, LLC 5.84% of their portfolio | 26.0k $1.2m | Added +12.0k |
| Waverly Advisors, LLC 0.01% of their portfolio | 25.8k $1.2m | Reduced -373 |
| RBF Capital, LLC 0.06% of their portfolio | 25.0k $1.2m | Unchanged |
| Covestor Ltd 0.70% of their portfolio | 24.8k $1.2m | Reduced -731 |
| Meixler Investment Management, Ltd. 0.80% of their portfolio | 24.2k $1.2m | Reduced -3.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 24.1k $1.1m | New |
| Kerrisdale Advisers, LLC 0.60% of their portfolio | 24.0k $1.1m | Unchanged |
| NORGES BANK 0.00% of their portfolio | 23.0k $1.1m | Reduced -35.1k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 22.8k $1.1m | Added +1.6k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 22.5k $1.1m | Added +1.5k |
| Fund 1 Investments, LLC 0.15% of their portfolio | 21.6k $1.0m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 21.5k $1.0m | Added +2.9k |
| STERLING INVESTMENT MANAGEMENT, LLC 0.67% of their portfolio | 21.1k $1.0m | Reduced -99 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 21.0k $1.0m | Added +10.5k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 20.9k $996.1k | Reduced -577 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.9k $994.7k | Reduced -1.0k |