$JOE

$68.16 +$0.05 (0.07%) Live

$JOE Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 56.9M shares outstanding

Who owns JOE?

By type of holder

Institutions 87.9% Insiders 1.3% Everyone else 10.8%

Concentration Top 10 holders own 120.8%

Fairholme Capital Management LLC 31.9% · Bruce R. Berkowitz 31.9%

Institutional ownership

87.9%

-0.3 pts vs last qtr

Institutional holders

318

-2 vs last qtr

Net shares bought

−166.9K

by institutions in Q2 2026

New / sold out

38 / 40

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

First Trust Advisors LP +405.9K
Punch & Associates Investment Management, Inc. NEW +376.9K

Biggest sellers in Q2 2026

Fairholme Capital Management LLC −1.0M
Capital Research Global Investors SOLD OUT −513.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.79M

7 notices from 1 person

Shares covered

125.3K

0.22% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Fairholme Capital Management LLC Affiliate $7.79M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2009–FY2025

−36.6%

−4.94% a year

Each share's claim on the business

+57.7%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$93.3M vs $26.1M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years85% 3–5 years3% 1–3 years8% Under 1 year4%

Quarterly turnover

5.0%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting JOE on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
FC Fairholme Capital Management LLC 13D · 28.3%	18.2M	31.94%	−1.0M (−5.4%)	≤2021	76.4%
Shares held by quarter Peak holding21.1M (Q3'24) Change over 8 quarters−3.0M Share of the company31.940% Disclosed stake13D · 28.3% Fairholme Capital Management LLC's full portfolio →
B BlackRock, Inc.	6.1M	10.80%	+165.6K (+2.8%)	≤2021	0.0%
Shares held by quarter Peak holding6.4M (Q3'24) Change over 8 quarters−258.1K Share of the company10.800% BlackRock, Inc.'s full portfolio →

Fairholme Capital Management LLC

13D · 28.3%

18.2M

% of company

31.94%

Change vs last qtr

−1.0M (−5.4%)

Held since

≤2021

BlackRock, Inc.

6.1M

% of company

10.80%

Change vs last qtr

+165.6K (+2.8%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding St Joe Co, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting JOE on Form N-PORT; together they hold 33.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$149M	2.4M	4.19%	0.13%	June 30, 2026
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$88.5M	1.4M	2.50%	0.12%	July 31, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$149M

% of company

4.19%

% of the fund

0.13%

As of

June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$88.5M

% of company

2.50%

% of the fund

0.12%

As of

July 31, 2026

23 more funds behind a free account

See every fund holding St Joe Co and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BR Bruce R. Berkowitz 5%+ holder 13D · 31.7%	18.2M	31.94%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company31.940% Disclosed stake13D · 31.7% View the 13D/G filing →
FF Fairholme Funds, Inc. 5%+ holder 13D · 26.3%	15.1M	26.48%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company26.480% Disclosed stake13D · 26.3% View the 13D/G filing →

Bruce R. Berkowitz

5%+ holder13D · 31.7%

18.2M

% of company

31.94%

Change vs last qtr

—

Held since

—

Fairholme Funds, Inc.

5%+ holder13D · 26.3%

15.1M

% of company

26.48%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of St Joe Co.

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