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 ($466.3k this quarter). Holder counts are more reliable. Shares outstanding: 57.4m as of 2026-04-27, 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 ≈ $62.80. Options: 7 managers hold calls ($10.8m notional), 5 hold puts ($3.5m).
Trends to Q1 2026
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 |
| Q3 2025 | 275 |
| Q4 2025 | 297 |
| Q1 2026 | 320 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 112 | 106 |
| Q3 2024 | 116 | 98 |
| Q4 2024 | 120 | 111 |
| Q1 2025 | 137 | 106 |
| Q2 2025 | 127 | 135 |
| Q3 2025 | 131 | 120 |
| Q4 2025 | 146 | 123 |
| Q1 2026 | 152 | 122 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $7.3m | $8.5m | 1.16 |
| Q3 2025 | $18.6m | $3.1m | 0.17 |
| Q4 2025 | $10.0m | $2.4m | 0.25 |
| Q1 2026 | $10.8m | $3.5m | 0.32 |
Biggest buyers
| Invesco Ltd. | Added | +181.3k |
| FIRST TRUST ADVISORS LP | Added | +93.7k |
| Select Equity Group, L.P. | Added | +93.5k |
| PRUDENTIAL FINANCIAL INC | Added | +88.0k |
| MORGAN STANLEY | Added | +66.0k |
| GOLDMAN SACHS GROUP INC | Added | +60.2k |
| STATE STREET CORP | Added | +54.9k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +46.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +42.3k |
| Vident Advisory, LLC | New | +41.2k |
Biggest sellers
| Capital Research Global Investors | Reduced | -310.0k |
| FAIRHOLME CAPITAL MANAGEMENT LLC | Reduced | -212.3k |
| GAMCO INVESTORS, INC. ET AL | Reduced | -158.0k |
| T. Rowe Price Investment Management, Inc. | Reduced | -120.1k |
| GABELLI FUNDS LLC | Reduced | -80.1k |
| Forest Hill Capital, LLC | Reduced | -62.6k |
| HRT FINANCIAL LP | Reduced | -61.5k |
| BARCLAYS PLC | Reduced | -52.1k |
| Front Street Capital Management, Inc. | Reduced | -47.4k |
| SCHWARTZ INVESTMENT COUNSEL INC | Reduced | -44.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.1m48.6k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m46.4k shares |
| JANE STREET GROUP, LLC | Added | $1.7m27.3k shares |
| IMC-Chicago, LLC | Added | $1.6m25.2k shares |
| D. E. Shaw & Co., Inc. | New | $1.3m21.4k shares |
| SIMPLEX TRADING, LLC | Added | $219.8k3.5k shares |
| GROUP ONE TRADING LLC | Reduced | $12.6k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m28.3k shares |
| IMC-Chicago, LLC | Added | $1.2m18.9k shares |
| CITADEL ADVISORS LLC | Reduced | $496.1k7.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $31.4k500 shares |
| Cresset Asset Management, LLC | New | $4.1k600 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-17 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $1.5m21.1k shares |
| 2026-03-04 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $102.9k1.4k shares |
| 2026-03-03 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $643.6k8.8k shares |
| 2026-03-02 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $813.6k11.2k shares |
| 2026-02-27 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $1.4m19.0k shares |
| 2026-02-20 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $71.5k1.0k shares |
| 2026-02-19 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $276.9k3.9k shares |
| 2026-02-18 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $791.1k11.1k shares |
| 2026-01-16 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $910.5k13.9k shares |
| 2026-01-15 | FAIRHOLME FUNDS INC +1 10% owner | Sold | $5.7m87.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FAIRHOLME CAPITAL MANAGEMENT LLC 79.67% of their portfolio | 19.2m $1.2bn | Reduced -212.3k |
| BlackRock, Inc. 0.01% of their portfolio | 6.0m $375.7m | Reduced -18.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.8m $241.1m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $113.1m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $93.3m | Added +54.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.3m $82.8m | Reduced -39.4k |
| Select Equity Group, L.P. 0.43% of their portfolio | 1.3m $80.1m | Added +93.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $63.9m | Added +22.4k |
| Praetorian PR LLC 15.42% of their portfolio | 675.0k $42.4m | Added +15.0k |
| FMR LLC 0.00% of their portfolio | 651.7k $40.9m | Reduced -16.8k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.37% of their portfolio | 542.6k $34.1m | Reduced -12.2k |
| Nitor Capital Management LLC 25.51% of their portfolio | 527.6k $33.1m | Reduced -7.8k |
| GABELLI FUNDS LLC 0.22% of their portfolio | 520.4k $32.7m | Reduced -80.1k |
| Capital Research Global Investors 0.01% of their portfolio | 513.7k $32.3m | Reduced -310.0k |
| GAMCO INVESTORS, INC. ET AL 0.29% of their portfolio | 471.5k $29.6m | Reduced -158.0k |
| MORGAN STANLEY 0.00% of their portfolio | 462.1k $29.0m | Added +66.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 453.6k $28.5m | Added +41.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 436.3k $27.4m | Added +7.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 370.4k $23.3m | Added +6.4k |
| Invesco Ltd. 0.00% of their portfolio | 350.5k $22.0m | Added +181.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 303.6k $19.1m | Reduced -6.5k |
| Front Street Capital Management, Inc. 2.36% of their portfolio | 283.0k $17.8m | Reduced -47.4k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 276.0k $17.3m | First filing |
| Diversified Investment Strategies, LLC 10.93% of their portfolio | 272.5k $17.1m | Reduced -1.5k |
| SCHWARTZ INVESTMENT COUNSEL INC 0.59% of their portfolio | 266.4k $16.7m | Reduced -44.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 249.4k $15.7m | Added +60.2k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 231.3k $14.5m | Reduced -120.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 229.4k $14.4m | Added +42.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 227.6k $14.3m | Reduced -11.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 222.9k $14.0m | Added +32.5k |
| BERKLEY W R CORP 0.71% of their portfolio | 209.5k $13.2m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 167.7k $10.5m | Added +39.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 167.7k $10.5m | Added +5.3k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 163.3k $10.3m | Added +88.0k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 153.1k $9.6m | Added +13.2k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 152.6k $9.6m | Reduced -22.4k |
| River Road Asset Management, LLC 0.10% of their portfolio | 145.6k $9.1m | Added +7.7k |
| Nuveen, LLC 0.00% of their portfolio | 129.5k $8.1m | Reduced -2.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 127.6k $8.0m | Added +93.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 117.9k $7.4m | Added +34.7k |
| Legal & General Group Plc 0.00% of their portfolio | 115.0k $7.2m | Reduced -7.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 103.1k $6.5m | Added +2.5k |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 97.8k $6.1m | Reduced -5.8k |
| Accordant Advisory Group Inc 3.79% of their portfolio | 97.5k $6.1m | Added +464 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 97.3k $6.1m | Added +4.5k |
| Intrinsic Value Partners, LLC 4.48% of their portfolio | 92.5k $5.8m | Reduced -3.9k |
| Mills Wealth Advisors LLC 1.96% of their portfolio | 89.2k $5.6m | Reduced -635 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 81.5k $5.1m | Added +7.1k |
| Gem Investment Advisors, LLC 5.01% of their portfolio | 81.1k $5.1m | Unchanged |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 80.9k $5.1m | Reduced -8.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 80.6k $5.1m | Added +14.1k |
| ROYCE & ASSOCIATES LP 0.05% of their portfolio | 78.8k $4.9m | Unchanged |
| Journey Advisory Group, LLC 0.41% of their portfolio | 75.8k $4.8m | Reduced -102 |
| Swiss National Bank 0.00% of their portfolio | 74.3k $4.7m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 72.7k $4.6m | Reduced -942 |
| Rye Brook Capital LLC 3.82% of their portfolio | 66.0k $4.1m | Added +2.6k |
| BESSEMER GROUP INC 0.01% of their portfolio | 62.6k $3.9m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 61.4k $3.9m | Added +21.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 54.9k $3.4m | Added +46.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 53.9k $3.4m | Added +8.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 50.8k $3.2m | Reduced -1.6k |
| Mraz, Amerine & Associates, Inc. 0.46% of their portfolio | 49.9k $3.1m | Reduced -250 |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 48.9k $3.1m | Reduced -38.1k |
| Trexquant Investment LP 0.02% of their portfolio | 48.8k $3.1m | Added +29.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 47.6k $3.0m | Reduced -21.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 47.5k $3.0m | Reduced -2.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 43.9k $2.8m | Reduced -6.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.4k $2.6m | Reduced -7.7k |
| RMR Capital Management, LLC 1.96% of their portfolio | 43.3k $2.7m | Reduced -200 |
| Vident Advisory, LLC 0.02% of their portfolio | 41.2k $2.6m | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 39.7k $2.5m | Added +1.5k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 39.4k $2.5m | Added +8.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 36.3k $2.3m | Reduced -9.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.3k $2.2m | Reduced -284 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 35.1k $2.2m | Reduced -3.2k |
| Dauntless Investment Group, LLC 5.69% of their portfolio | 32.3k $2.0m | Reduced -10.5k |
| Blackhawk Capital Partners, LLC 0.73% of their portfolio | 31.5k $2.0m | Added +1.0k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 31.4k $2.0m | Added +3.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 31.2k $2.0m | First filing |
| Annex Advisory Services, LLC 0.04% of their portfolio | 30.9k $1.9m | Reduced -1.3k |
| Creative Planning 0.00% of their portfolio | 30.1k $1.9m | Added +1.4k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 30.1k $1.9m | Added +15.1k |
| Institute for Wealth Management, LLC. 0.20% of their portfolio | 29.4k $1.8m | Reduced -16 |
| Horizon Investments, LLC 0.02% of their portfolio | 29.4k $1.8m | Added +1.6k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 28.6k $1.9m | Added +18.1k |
| Emmett Investment Management, LP 1.31% of their portfolio | 26.6k $1.7m | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 26.6k $1.7m | Reduced -784 |
| SG Americas Securities, LLC 0.00% of their portfolio | 26.6k $1.7m | Reduced -12.3k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.09% of their portfolio | 25.8k $1.7m | Added +11.5k |
| RBF Capital, LLC 0.08% of their portfolio | 25.0k $1.6m | Reduced -25.0k |
| Gator Capital Management, LLC 0.33% of their portfolio | 25.0k $1.6m | Reduced -7.6k |
| GSA CAPITAL PARTNERS LLP 0.09% of their portfolio | 24.1k $1.5m | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.20% of their portfolio | 24.1k $1.5m | Unchanged |
| Kerrisdale Advisers, LLC 0.57% of their portfolio | 24.0k $1.5m | Unchanged |
| Covestor Ltd 1.03% of their portfolio | 23.7k $1.5m | Reduced -1.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 23.5k $1.5m | Reduced -5.4k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 23.0k $1.4m | Reduced -622 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 21.0k $1.3m | Added +10.4k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 20.9k $1.3m | Reduced -364 |
| Illinois Municipal Retirement Fund 0.02% of their portfolio | 20.7k $1.3m | Reduced -994 |