ST JOE Co: which funds bought and sold

Institutions that bought and sold ST JOE shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 156 institutions that filed 13F reports for both quarters added to or opened positions in ST JOE, and 131 cut or closed them. Together they added a net 12K shares, +0.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.4M shares (−5.5%); index fund managers were net buyers of 519K shares (+3.4%). 34 opened a new position and 33 sold out entirely.

Bought, Q2 2026 156 institutions, 34 of them new holders Sold, Q2 2026 131 institutions, 33 of them sold out

Net change, all compared +12K shares (+0.0%)

Net change, active managers −1.4M shares (−5.5%), 22 bought, 24 sold

Buyers versus sellers

institutions compared, 348

156 bought 61 131 sold

Active managers and hedge funds 22 bought · 24 sold · −1.4M

Index fund managers 8 bought · 3 sold · +519K

Other institutions 126 bought · 104 sold · +855K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Trust Advisors LP	+406K +318.2%	533K	$33.4M
Punch & Associates Investment Management, Inc.	+377K New position	377K	$23.6M
Geode Capital Management, LLC Index funds	+181K +17.8%	1.2M	$75.1M
Blackrock, Inc. Index funds	+166K +2.8%	6.1M	$385M
Qube Research & Technologies Ltd Hedge fund	+102K +86.4%	220K	$13.8M
Vanguard Portfolio Management LLC Index funds	+83K +2.2%	3.9M	$246M
Point72 Asset Management, L.P. Hedge fund	+76K +156.0%	125K	$7.8M
State Street Corp Index funds	+68K +4.6%	1.6M	$97.3M
Select Equity Group, L.P. Active manager	+66K +5.2%	1.3M	$84M
Invesco Ltd.	+52K +14.9%	403K	$25.2M
Horizon Kinetics Asset Management LLC	+50K +9.2%	593K	$37.1M
Exoduspoint Capital Management, LP Hedge fund	+42K New position	42K	$2.6M
HRT Financial LP	+38K +280.7%	52K	$3.3M
Harbor Capital Advisors, Inc.	+37K +16959.3%	38K	$2.4M
Dimensional Fund Advisors LP	+35K +2.6%	1.4M	$84.8M
Millennium Management LLC Hedge fund	+33K +168.1%	53K	$3.3M
Citadel Advisors LLC Hedge fund	+32K +88.6%	68K	$4.3M
Morgan Stanley	+31K +6.6%	493K	$30.9M
Susquehanna Portfolio Strategies, LLC	+30K +753.8%	34K	$2.2M
Vest Financial, LLC	+30K New position	30K	$1.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+102K +86.4%	220K	$13.8M
Point72 Asset Management, L.P. Hedge fund	+76K +156.0%	125K	$7.8M
Select Equity Group, L.P. Active manager	+66K +5.2%	1.3M	$84M
Exoduspoint Capital Management, LP Hedge fund	+42K New position	42K	$2.6M
Millennium Management LLC Hedge fund	+33K +168.1%	53K	$3.3M
Citadel Advisors LLC Hedge fund	+32K +88.6%	68K	$4.3M
Trexquant Investment LP Hedge fund	+25K +52.0%	74K	$4.6M
AQR Capital Management LLC Hedge fund	+17K +7.5%	247K	$15.4M
Schonfeld Strategic Advisors LLC Hedge fund	+15K +116.5%	28K	$1.8M
Squarepoint Ops LLC Hedge fund	+14K New position	14K	$897,676

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Fairholme Capital Management LLC Active manager	−1.0M −5.4%	18.2M	$1.1B
Capital Research Global Investors Active manager	−514K Sold out	0	—
Jane Street Group, LLC	−81K Sold out	0	—
T. Rowe Price Investment Management, Inc. Active manager	−63K −27.2%	168K	$10.5M
Goldman Sachs Group Inc	−46K −18.6%	203K	$12.7M
Two Sigma Investments, LP Hedge fund	−46K −27.5%	122K	$7.6M
Schwartz Investment Counsel Inc	−42K −15.8%	224K	$14.1M
Bank Of America Corp	−39K −17.2%	188K	$11.8M
Renaissance Technologies LLC Hedge fund	−31K −56.1%	24K	$1.5M
Emmett Investment Management, LP	−27K Sold out	0	—
Prudential Financial Inc	−27K −16.3%	137K	$8.6M
Victory Capital Management Inc Active manager	−26K −6.0%	410K	$25.7M
Gator Capital Management, LLC	−25K Sold out	0	—
SG Americas Securities, LLC	−21K −80.8%	5,117	$320,000
Sterling Investment Management, LLC	−20K Sold out	0	—
Intech Investment Management LLC Active manager	−18K −60.0%	12K	$752,750
Winton Group Ltd Hedge fund	−17K Sold out	0	—
Gabelli Funds LLC Active manager	−15K −2.9%	505K	$31.7M
Acadian Asset Management LLC Active manager	−14K −81.3%	3,217	$200,000
Fieldview Capital Management, LLC	−14K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fairholme Capital Management LLC Active manager	−1.0M −5.4%	18.2M	$1.1B
Capital Research Global Investors Active manager	−514K Sold out	0	—
T. Rowe Price Investment Management, Inc. Active manager	−63K −27.2%	168K	$10.5M
Two Sigma Investments, LP Hedge fund	−46K −27.5%	122K	$7.6M
Renaissance Technologies LLC Hedge fund	−31K −56.1%	24K	$1.5M
Victory Capital Management Inc Active manager	−26K −6.0%	410K	$25.7M
Intech Investment Management LLC Active manager	−18K −60.0%	12K	$752,750
Winton Group Ltd Hedge fund	−17K Sold out	0	—
Gabelli Funds LLC Active manager	−15K −2.9%	505K	$31.7M
Acadian Asset Management LLC Active manager	−14K −81.3%	3,217	$200,000

New positions

largest by value

Institution	Shares	Value June 30, 2026
Punch & Associates Investment Management, Inc.	377K	$23.6M
Exoduspoint Capital Management, LPHedge fund	42K	$2.6M
Vest Financial, LLC	30K	$1.8M
State Of New Jersey Common Pension Fund D	18K	$1.1M
Squarepoint Ops LLCHedge fund	14K	$897,676
Mirabella Financial Services LLP	11K	$707,030
Aquatic Capital Management LLC	11K	$664,316
Guggenheim Capital LLC	9,621	$602,563
Groupe La Francaise	8,759	$548,576
Pks Advisory Services, LLC	7,592	$475,483

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Capital Research Global InvestorsActive manager	514K	$32.3M
Jane Street Group, LLC	81K	$5.1M
Emmett Investment Management, LP	27K	$1.7M
Gator Capital Management, LLC	25K	$1.6M
Sterling Investment Management, LLC	20K	$1.3M
Winton Group LtdHedge fund	17K	$1.1M
Fieldview Capital Management, LLC	14K	$870,848
Susquehanna International Group, LLP	12K	$784,498
Public Employees Retirement System Of Ohio	12K	$731,557
Natixis Advisors, LLC	10K	$657,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 318
Ten largest holders: 73.6%
Index fund managers: 31.7%
Active managers and hedge funds: 46.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	24	6	4	−1.4M	−5.5%
Index fund managers	8	3	0	0	+519K	+3.4%
Other institutions	126	104	28	29	+855K	+8.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on ST JOE.

Only managers that filed a holdings report for both quarters are compared (348 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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