JOENYSELand Subdividers & Developers (No Cemeteries)Fiscal year ends December 31
ST JOE Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$67.52−0.89 (-1.30%)
Close on Oct 19, 2026
- Market cap
- $3.86B
- P/E (TTM)
- 31.6
- Dividend yield
- 0.86%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.9%
50M of 57M shares
Institutional holders
320
39 new, 33 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 27 sales
Net sold $82.31M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,052,034 | 10.40% | 13G (passive) amendment | May 31, 2024 |
| Vanguard Portfolio Management | 3,872,674 | 6.72% | 13G (passive) | Mar 31, 2026 |
| Berkowitz, Bruce R. | 20,428,767 | 35.00% | 13D (active) amendment | Mar 6, 2025 |
| Bruce R. Berkowitz | 18,182,367 | 31.70% | 13D (active) amendment | Jun 18, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JOE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Fairholme Capital Management LLC | 18,182,367 | 31.94% | $1.14B | −1,027,800 | 76.43% |
| BlackRock, Inc. | 6,148,018 | 10.80% | $385.05M | +165,553 | 0.01% |
| Vanguard Portfolio Management LLC | 3,922,394 | 6.89% | $245.66M | +82,829 | 0.01% |
| Vanguard Capital Management LLC | 1,800,077 | 3.16% | $112.74M | −538 | 0.00% |
| State Street Corp | 1,554,006 | 2.73% | $97.33M | +68,496 | 0.00% |
| Dimensional Fund Advisors LP | 1,353,659 | 2.38% | $84.78M | +34,721 | 0.02% |
| Select Equity Group, L.P. | 1,341,063 | 2.36% | $83.99M | +66,075 | 0.42% |
| Geode Capital Management, LLC | 1,198,445 | 2.11% | $75.07M | +181,081 | 0.00% |
| Praetorian PR LLC | 675,000 | 1.19% | $42.28M | – | 13.47% |
| FMR LLC | 651,353 | 1.14% | $40.79M | −346 | 0.00% |
| Horizon Kinetics Asset Management LLC | 592,608 | 1.04% | $37.12M | +49,999 | 0.42% |
| First Trust Advisors LP | 533,471 | 0.94% | $33.41M | +405,914 | 0.02% |
| Nitor Capital Management LLC | 526,496 | 0.92% | $32.97M | −1,104 | 22.26% |
| Gabelli Funds LLC | 505,400 | 0.89% | $31.65M | −15,000 | 0.20% |
| Morgan Stanley | 492,857 | 0.87% | $30.87M | +30,717 | 0.00% |
| Northern Trust Corp | 477,972 | 0.84% | $29.94M | +24,365 | 0.00% |
| Gamco Investors, Inc. Et Al | 467,170 | 0.82% | $29.26M | −4,340 | 0.26% |
| Victory Capital Management Inc | 409,952 | 0.72% | $25.68M | −26,389 | 0.01% |
| Invesco Ltd. | 402,756 | 0.71% | $25.22M | +52,304 | 0.00% |
| Punch & Associates Investment Management, Inc. | 376,859 | 0.66% | $23.60M | New | 1.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 320 | 50M | 87.9% | 39 / 122 | 98 / 33 | 2M | 2M |
| Q1 2026 | 320 | 50M | 88.2% | 46 / 112 | 103 / 20 | 7M | 2M |
| Q4 2025 | 297 | 50M | 88.4% | 60 / 98 | 92 / 31 | 2M | 2M |
| Q3 2025 | 275 | 50M | 87.9% | 37 / 97 | 91 / 31 | 2M | 2M |
| Q2 2025 | 271 | 50M | 88.0% | 29 / 102 | 100 / 35 | 2M | 2M |
| Q1 2025 | 278 | 50M | 87.8% | 52 / 87 | 91 / 16 | 2M | 2M |
| Q4 2024 | 245 | 50M | 87.7% | 47 / 86 | 71 / 40 | 2M | 3M |
| Q3 2024 | 240 | 50M | 88.2% | 34 / 85 | 75 / 23 | 8M | 1M |
| Q2 2024 | 233 | 50M | 87.9% | 26 / 88 | 76 / 29 | 2M | 3M |
| Q1 2024 | 240 | 51M | 89.0% | 27 / 82 | 84 / 25 | 1M | 2M |
| Q4 2023 | 239 | 51M | 89.6% | 33 / 79 | 77 / 16 | 2M | 2M |
| Q3 2023 | 224 | 51M | 89.5% | 54 / 65 | 62 / 14 | 1M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JOE | Value | % of fund | As of |
|---|---|---|---|---|---|
| The Fairholme Fund | 15,580,124 | 27.37% | $991.36M | 76.83% | May 29, 2026 |
| iShares Core S&P Small-Cap ETF | 2,386,882 | 4.19% | $149.49M | 0.13% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 1,422,704 | 2.50% | $88.55M | 0.12% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,274,505 | 2.24% | $79.82M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,013,208 | 1.78% | $63.46M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 920,732 | 1.62% | $57.67M | 0.03% | Jun 30, 2026 |
| Fidelity Dividend Growth Fund | 641,900 | 1.13% | $39.95M | 0.34% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 532,042 | 0.93% | $33.32M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 454,807 | 0.80% | $28.48M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 424,770 | 0.75% | $26.44M | 0.08% | Jul 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 413,000 | 0.73% | $25.87M | 0.58% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 375,109 | 0.66% | $23.49M | 0.21% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 364,411 | 0.64% | $22.82M | 0.13% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 359,079 | 0.63% | $22.49M | 0.15% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 355,974 | 0.63% | $22.29M | 0.27% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jorge Luis Gonzalez | President, CEO and Chairman, Director | 77,883 | 0.14% | Mar 4, 2026 |
| Rhea Goff | SVP & Chief Admin. Officer, Director | 11,558 | 0.02% | Mar 4, 2026 |
| Marek Bakun | EVP & Chief Financial Officer | 24,995 | 0.04% | Mar 4, 2026 |
| Elizabeth J. WALTERS | SVP, Chief Legal Officer & Sec | 19,668 | 0.03% | Mar 4, 2026 |
| Elizabeth Dantin Franklin | Director | 582 | 0.00% | Aug 22, 2025 |
| Bruce R. Berkowitz | 10% owner | 38,505,611 | 67.64% | Jun 23, 2026 |
| Funds Inc Fairholme | 10% owner | 42,256,444 | 74.22% | Jun 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bruce R. Berkowitz 10% owner | Jun 18, 2026 | Sale | −140,400 | $65.71 | $9.23M | 15,073,624 |
| Bruce R. Berkowitz 10% owner | Jun 16, 2026 | Sale | −26,700 | $65.03 | $1.74M | 15,214,024 |
| Bruce R. Berkowitz 10% owner | Jun 15, 2026 | Sale | −94,200 | $65.59 | $6.18M | 15,240,724 |
| Bruce R. Berkowitz 10% owner | Jun 12, 2026 | Sale | −63,800 | $65.25 | $4.16M | 15,334,924 |
| Bruce R. Berkowitz 10% owner | Jun 10, 2026 | Sale | −29,200 | $65.13 | $1.90M | 15,398,724 |
| Bruce R. Berkowitz 10% owner | Jun 9, 2026 | Sale | −30,500 | $65.10 | $1.99M | 15,427,924 |
| Funds Inc Fairholme 10% owner | Jun 8, 2026 | Sale | −29,000 | $65.12 | $1.89M | 15,458,424 |
| Funds Inc Fairholme 10% owner | Jun 5, 2026 | Sale | −33,600 | $65.18 | $2.19M | 15,487,424 |
| Funds Inc Fairholme 10% owner | Jun 4, 2026 | Sale | −59,100 | $65.09 | $3.85M | 15,521,024 |
| Funds Inc Fairholme 10% owner | May 11, 2026 | Sale | −29,200 | $65.49 | $1.91M | 15,580,124 |
| Funds Inc Fairholme 10% owner | May 8, 2026 | Sale | −86,500 | $66.09 | $5.72M | 15,609,324 |
| Bruce R. Berkowitz 10% owner | May 7, 2026 | Sale | −25,000 | $65.33 | $1.63M | 15,695,824 |
| Bruce R. Berkowitz 10% owner | May 6, 2026 | Sale | −163,600 | $65.78 | $10.76M | 15,720,824 |
| Bruce R. Berkowitz 10% owner | May 5, 2026 | Sale | −189,200 | $65.78 | $12.45M | 15,884,424 |
| Bruce R. Berkowitz 10% owner | Mar 17, 2026 | Sale | −21,100 | $72.22 | $1.52M | 16,073,624 |
| Funds Inc Fairholme 10% owner | Mar 4, 2026 | Sale | −1,400 | $73.50 | $102.90K | 16,094,724 |
| Bruce R. Berkowitz 10% owner | Mar 3, 2026 | Sale | −8,800 | $73.14 | $643.63K | 16,096,124 |
| Elizabeth J. WALTERS SVP, Chief Legal Officer & Sec | Mar 2, 2026 | Award | +3,075 | – | – | 18,983 |
| Marek Bakun EVP & Chief Financial Officer | Mar 2, 2026 | Award | +3,702 | – | – | 24,995 |
| Jorge Luis Gonzalez President, CEO and Chairman, Director | Mar 2, 2026 | Award | +11,126 | – | – | 77,883 |
| Rhea Goff SVP & Chief Admin. Officer, Director | Mar 2, 2026 | Award | +2,494 | – | – | 11,558 |
| Bruce R. Berkowitz 10% owner | Mar 2, 2026 | Sale | −11,200 | $72.64 | $813.57K | 16,104,924 |
| Bruce R. Berkowitz 10% owner | Feb 27, 2026 | Sale | −19,000 | $71.85 | $1.37M | 16,116,124 |
| Rhea Goff SVP & Chief Admin. Officer, Director | Feb 25, 2026 | Tax withholding | −141 | $68.92 | $9.72K | 9,064 |
| Elizabeth J. WALTERS SVP, Chief Legal Officer & Sec | Feb 25, 2026 | Tax withholding | −187 | $68.92 | $12.89K | 15,908 |
| Marek Bakun EVP & Chief Financial Officer | Feb 25, 2026 | Tax withholding | −225 | $68.92 | $15.51K | 21,293 |
| Elizabeth J. WALTERS SVP, Chief Legal Officer & Sec | Feb 23, 2026 | Tax withholding | −359 | $69.33 | $24.89K | 16,095 |
| Rhea Goff SVP & Chief Admin. Officer, Director | Feb 23, 2026 | Tax withholding | −305 | $69.33 | $21.15K | 9,205 |
| Marek Bakun EVP & Chief Financial Officer | Feb 23, 2026 | Tax withholding | −398 | $69.33 | $27.59K | 21,518 |
| Elizabeth J. WALTERS SVP, Chief Legal Officer & Sec | Feb 20, 2026 | Tax withholding | −370 | $71.52 | $26.46K | 16,454 |
| Rhea Goff SVP & Chief Admin. Officer, Director | Feb 20, 2026 | Tax withholding | −277 | $71.52 | $19.81K | 9,510 |
| Marek Bakun EVP & Chief Financial Officer | Feb 20, 2026 | Tax withholding | −445 | $71.52 | $31.83K | 21,916 |
| Funds Inc Fairholme 10% owner | Feb 20, 2026 | Sale | −1,000 | $71.51 | $71.51K | 16,135,124 |
| Funds Inc Fairholme 10% owner | Feb 19, 2026 | Sale | −3,900 | $71.01 | $276.94K | 16,136,124 |
| Funds Inc Fairholme 10% owner | Feb 18, 2026 | Sale | −11,100 | $71.27 | $791.10K | 16,140,024 |
| Funds Inc Fairholme 10% owner | Jan 16, 2026 | Sale | −13,900 | $65.50 | $910.45K | 16,151,124 |
| Funds Inc Fairholme 10% owner | Jan 15, 2026 | Sale | −87,700 | $65.51 | $5.75M | 16,165,024 |
| Bruce R. Berkowitz 10% owner | Dec 17, 2025 | Sale | −6,100 | $62.00 | $378.20K | 16,252,724 |
| Bruce R. Berkowitz 10% owner | Dec 16, 2025 | Sale | −6,800 | $62.18 | $422.82K | 16,258,824 |
| Bruce R. Berkowitz 10% owner | Dec 15, 2025 | Sale | −59,000 | $62.37 | $3.68M | 16,265,624 |
| Bruce R. Berkowitz 10% owner | Sep 5, 2025 | Sale | −104,100 | $51.08 | $5.32M | 16,324,624 |
| Funds Inc Fairholme 10% owner | Aug 28, 2025 | Sale | −25,300 | $51.00 | $1.29M | 16,428,724 |
| Funds Inc Fairholme 10% owner | Aug 22, 2025 | Sale | −81,000 | $50.46 | $4.09M | 16,454,024 |
| Bruce R. Berkowitz 10% owner | Aug 19, 2025 | Sale | −29,000 | $50.17 | $1.45M | 16,535,024 |
| Bruce R. Berkowitz 10% owner | Aug 15, 2025 | Sale | −26,000 | $50.31 | $1.31M | 16,564,024 |
| Bruce R. Berkowitz 10% owner | Aug 14, 2025 | Sale | −44,000 | $50.72 | $2.23M | 16,590,024 |
| Bruce R. Berkowitz 10% owner | Aug 13, 2025 | Sale | −167,500 | $51.44 | $8.62M | 16,634,024 |
| Bruce R. Berkowitz 10% owner | Aug 12, 2025 | Sale | −139,100 | $50.57 | $7.03M | 16,801,524 |
| Funds Inc Fairholme 10% owner | Mar 20, 2025 | Sale | −2,900 | $47.01 | $136.33K | 16,940,624 |
| Funds Inc Fairholme 10% owner | Mar 19, 2025 | Sale | −57,200 | $47.00 | $2.69M | 16,943,524 |
| Funds Inc Fairholme 10% owner | Mar 18, 2025 | Sale | −160,300 | $47.00 | $7.53M | 17,000,724 |
| Bruce R. Berkowitz 10% owner | Mar 10, 2025 | Sale | −1,500 | $47.16 | $70.74K | 17,161,024 |
| Bruce R. Berkowitz 10% owner | Mar 7, 2025 | Sale | −95,700 | $47.11 | $4.51M | 17,162,524 |
| Bruce R. Berkowitz 10% owner | Mar 6, 2025 | Sale | −51,900 | $47.06 | $2.44M | 17,258,224 |
| Bruce R. Berkowitz 10% owner | Mar 5, 2025 | Sale | −41,100 | $47.06 | $1.93M | 17,310,124 |
| Jorge Luis Gonzalez President, CEO and Chairman, Director | Feb 25, 2025 | Award | +3,332 | – | – | 63,425 |
| Jorge Luis Gonzalez President, CEO and Chairman, Director | Feb 25, 2025 | Award | +3,332 | – | – | 66,757 |
| Marek Bakun EVP & Chief Financial Officer | Feb 25, 2025 | Award | +2,771 | – | – | 22,361 |
| Rhea Goff SVP & Chief Admin. Officer, Director | Feb 25, 2025 | Award | +1,750 | – | – | 9,787 |
| Elizabeth J. WALTERS SVP, Chief Legal Officer & Sec | Feb 25, 2025 | Award | +2,302 | – | – | 16,824 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Capital Management Llc Fairholme Affiliate | May 7, 2026 | 27,800 | $1.82M | May 7, 2026 | Purchase |
| Capital Management Llc Fairholme Affiliate | Mar 10, 2026 | 1,000 | $71.11K | Mar 10, 2026 | Purchase |
| Capital Management Llc Fairholme Affiliate | Feb 12, 2026 | 18,000 | $1.23M | Feb 12, 2026 | Purchase |
| Capital Management Llc Fairholme Affiliate | Jan 16, 2026 | 5,500 | $360.25K | Jan 16, 2026 | Purchase |
| Capital Management Llc Fairholme Affiliate | Dec 23, 2025 | 5,000 | $303.70K | Dec 23, 2025 | Purchase |
| Capital Management Llc Fairholme Affiliate | Nov 21, 2025 | 8,000 | $456.53K | Nov 21, 2025 | Purchase |
| Capital Management Llc Fairholme Affiliate | Nov 5, 2025 | 60,000 | $3.55M | Nov 5, 2025 | Purchase |
| Capital Management Llc Fairholme Affiliate | Oct 6, 2025 | 11,000 | $541.86K | Oct 6, 2025 | Purchase |
| Capital Management Llc Fairholme Affiliate | Sep 8, 2025 | 5,300 | $279.31K | Sep 8, 2025 | Purchase |
| Capital Management Llc Fairholme AFFILIATE | May 29, 2024 | 16,181 | $884.86K | May 29, 2024 | PURCHASE |
| Capital Management Llc Fairholme AFFILIATE | Dec 13, 2023 | 21,100 | $1.20M | Dec 13, 2023 | PURCHASE |
| Capital Management Llc Fairholme AFFILIATE | Aug 9, 2023 | 11,100 | $700.74K | Aug 9, 2023 | PURCHASE |
| Capital Management Llc Fairholme AFFILIATE | Jul 28, 2023 | 16,500 | $1.07M | Jul 28, 2023 | PURCHASE |