St Joe Co/the (JOE) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

JOE ranks #1954 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

JOE is a top-conviction position for Fairholme Capital Management LLC — at 76.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

California State Teachers Retirement System has added to its JOE position for two straight quarters, increasing it by $40.0M to reach $42.1M today.

Gamco Investors, Inc. Et Al has trimmed its JOE position for two straight quarters, cutting it by $8.1M while still holding $29.3M.

JOE is down 1.8% today, but institutions show net buying of $223.9M this quarter — a divergence between today's price move and the underlying institutional flow.

JOE posted net income of $123.0M over the trailing twelve months, and currently trades at a P/E of 31.1.

• Profitable — net income of $123.0M over the trailing twelve months
• Revenue grew 28.4% year over year
• Net income improved year over year, from $82.7M to $123.0M
• Generated $190.7M in positive operating cash flow
• Liabilities run 0.97x equity — within a conventional range