Holder evidence
50
SEC ownership of ST JOE Co
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000745308.
Lead holder
FAIRHOLME CAPITAL MANAGEMENT LLC
13D/G signal
FAIRHOLME CAPITAL MANAGEMENT LLC
Latest evidence
08 May 2026
- CIK
- 0000745308
- Symbol
- JOE on NYSE
- Location
- Panama City Beach, FL
- SEC evidence mix
- 13D/G, 13F, and 3/4/5
- Lead holder
- FAIRHOLME CAPITAL MANAGEMENT LLC
- Latest large-stake holder
- FAIRHOLME CAPITAL MANAGEMENT LLC
- Latest evidence date
- 08 May 2026
Issuer identity
Ownership snapshot
Ownership snapshot
Top shareholders of ST JOE Co (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
FAIRHOLME CAPITAL MANAGEM...
13D/G signal
FAIRHOLME CAPITAL MANAGEM...
Evidence rows
50
Latest as of
08 May 2026
13D/G
13F
3/4/5
Lead comparable stake: 33%
13D/G row: FAIRHOLME CAPITAL MANAGEMENT LLC
Showing 1-8 of 50 holder rows.
Rank 1 holder
FAIRHOLME CAPITAL MANAGEMENT LLC
13D/G
13F
- Ownership
- 33%
- Position
- $1.22B
Rank 2 holder
VANGUARD PORTFOLIO MANAGEMENT LLC
13D/G
13F
- Ownership
- 6.7%
- Position
- $243.2M
Rank 3 holder
Bruce R. Berkowitz
3/4/5
- Ownership
- 27%
- Position
- $1.02B
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FAIRHOLME CAPITAL MANAGEMENT LLC |
13D/G
13F
Bruce R. Berkowitz · Company
|
33%
|
$1,221,356,627
18,804,567 shares
|
-$57,656,115 | 06 May 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
6.7%
|
$243,203,927
3,872,674 shares
|
$0 | 31 Mar 2026 |
| Bruce R. Berkowitz |
3/4/5
10%+ Owner
|
27%
|
$1,020,342,320
15,580,124 shares
|
-$80,534,841 | 08 May 2026 |
| FAIRHOLME FUNDS INC |
3/4/5
10%+ Owner
|
27%
|
$1,020,342,320
15,580,124 shares
|
-$32,469,527 | 08 May 2026 |
| Jorge Luis Gonzalez |
3/4/5
President, CEO and Chairman, Director
|
0.14%
|
$5,212,709
77,883 shares
|
— | 02 Mar 2026 |
| Marek Bakun |
3/4/5
EVP & Chief Financial Officer
|
0.04%
|
$1,672,915
24,995 shares
|
— | 02 Mar 2026 |
| Elizabeth J. Walters |
3/4/5
SVP, Chief Legal Officer & Sec
|
0.03%
|
$1,270,532
18,983 shares
|
— | 02 Mar 2026 |
| Rhea Goff |
3/4/5
SVP & Chief Admin. Officer, Director
|
0.02%
|
$773,576
11,558 shares
|
— | 02 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$113,004,368.
Buys
$0
Insiders: 0
Sells
$113,004,368
Insiders: 2
Net
-$113,004,368
Shares: -1,854,000
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 1,854,000
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 1,029,500 | $0 | $68,022,996 | -$68,022,996 |
| 3-6 | 0 | 208,500 | $0 | $13,641,227 | -$13,641,227 |
| 6-9 | 0 | 104,100 | $0 | $5,317,428 | -$5,317,428 |
| 9-12 | 0 | 511,900 | $0 | $26,022,717 | -$26,022,717 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-7 of 7 reporting-owner rows connected to ST JOE Co. Open a relationship link for the CIK-to-CIK filing trail.
Rows
7
Lead holder
Bruce R. Berkowitz
Net 12M change
-$113,004,368
Latest report
08 May 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Bruce R. Berkowitz | 10%+ Owner | $1,020,342,320 | -$80,534,841 | -7.3% | Filing P/S | 08 May 2026 |
| FAIRHOLME FUNDS INC | 10%+ Owner | $1,020,342,320 | -$32,469,527 | -3.1% | Filing P/S | 08 May 2026 |
| Jorge Luis Gonzalez | President, CEO and Chairman, Director | $5,212,709 | Mixed | 02 Mar 2026 | ||
| Marek Bakun | EVP & Chief Financial Officer | $1,672,915 | Mixed | 02 Mar 2026 | ||
| Elizabeth J. Walters | SVP, Chief Legal Officer & Sec | $1,270,532 | Mixed | 02 Mar 2026 | ||
| Rhea Goff | SVP & Chief Admin. Officer, Director | $773,576 | Mixed | 02 Mar 2026 | ||
| Elizabeth Dantin Franklin | Director | $29,850 | Mixed | 22 Jul 2025 |
Recent insider transactions for ST JOE Co
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Berkowitz Bruce R | JOE | Common Stock | Sale | -0.19% | $1,912,308 | $65.49 | -29,200 | 15,580,124 | 11 May 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.19% | $1,912,308 | $65.49 | -29,200 | 15,580,124 | 11 May 2026 | Direct |
| Berkowitz Bruce R | JOE | Common Stock | Sale | -0.55% | $5,716,785 | $66.09 | -86,500 | 15,609,324 | 08 May 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.55% | $5,716,785 | $66.09 | -86,500 | 15,609,324 | 08 May 2026 | Direct |
| Berkowitz Bruce R | JOE | Common Stock | Sale | -0.16% | $1,633,250 | $65.33 | -25,000 | 15,695,824 | 07 May 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.16% | $1,633,250 | $65.33 | -25,000 | 15,695,824 | 07 May 2026 | Direct |
| Berkowitz Bruce R | JOE | Common Stock | Sale | -1.03% | $10,761,608 | $65.78 | -163,600 | 15,720,824 | 06 May 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -1.03% | $10,761,608 | $65.78 | -163,600 | 15,720,824 | 06 May 2026 | Direct |
| Berkowitz Bruce R | JOE | Common Stock | Sale | -1.18% | $12,445,576 | $65.78 | -189,200 | 15,884,424 | 05 May 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -1.18% | $12,445,576 | $65.78 | -189,200 | 15,884,424 | 05 May 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.13% | $1,523,842 | $72.22 | -21,100 | 16,073,624 | 17 Mar 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.01% | $102,900 | $73.50 | -1,400 | 16,094,724 | 04 Mar 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.05% | $643,632 | $73.14 | -8,800 | 16,096,124 | 03 Mar 2026 | Direct |
| Jorge Luis Gonzalez | JOE | Common Stock | Award | 16.7% | 11,126 | 77,883 | 02 Mar 2026 | Direct | ||
| Elizabeth J. Walters | JOE | Common Stock | Award | 19.3% | 3,075 | 18,983 | 02 Mar 2026 | Direct | ||
| Marek Bakun | JOE | Common Stock | Award | 17.4% | 3,702 | 24,995 | 02 Mar 2026 | Direct | ||
| Rhea Goff | JOE | Common Stock | Award | 27.5% | 2,494 | 11,558 | 02 Mar 2026 | Direct | ||
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.07% | $813,568 | $72.64 | -11,200 | 16,104,924 | 02 Mar 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.12% | $1,365,150 | $71.85 | -19,000 | 16,116,124 | 27 Feb 2026 | Direct |
| Marek Bakun | JOE | Common Stock | Tax liability | -1.05% | -225 | 21,293 | 25 Feb 2026 | Direct | ||
| Rhea Goff | JOE | Common Stock | Tax liability | -1.53% | -141 | 9,064 | 25 Feb 2026 | Direct | ||
| Elizabeth J. Walters | JOE | Common Stock | Tax liability | -1.16% | -187 | 15,908 | 25 Feb 2026 | Direct | ||
| Elizabeth J. Walters | JOE | Common Stock | Tax liability | -2.18% | -359 | 16,095 | 23 Feb 2026 | Direct | ||
| Rhea Goff | JOE | Common Stock | Tax liability | -3.21% | -305 | 9,205 | 23 Feb 2026 | Direct | ||
| Marek Bakun | JOE | Common Stock | Tax liability | -1.82% | -398 | 21,518 | 23 Feb 2026 | Direct | ||
| Elizabeth J. Walters | JOE | Common Stock | Tax liability | -2.2% | -370 | 16,454 | 20 Feb 2026 | Direct | ||
| Rhea Goff | JOE | Common Stock | Tax liability | -2.83% | -277 | 9,510 | 20 Feb 2026 | Direct | ||
| Marek Bakun | JOE | Common Stock | Tax liability | -1.99% | -445 | 21,916 | 20 Feb 2026 | Direct | ||
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.01% | $71,510 | $71.51 | -1,000 | 16,135,124 | 20 Feb 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.02% | $276,939 | $71.01 | -3,900 | 16,136,124 | 19 Feb 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.07% | $791,097 | $71.27 | -11,100 | 16,140,024 | 18 Feb 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.09% | $910,450 | $65.50 | -13,900 | 16,151,124 | 16 Jan 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.54% | $5,745,227 | $65.51 | -87,700 | 16,165,024 | 15 Jan 2026 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.04% | $378,200 | $62.00 | -6,100 | 16,252,724 | 17 Dec 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.04% | $422,824 | $62.18 | -6,800 | 16,258,824 | 16 Dec 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.36% | $3,679,830 | $62.37 | -59,000 | 16,265,624 | 15 Dec 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.63% | $5,317,428 | $51.08 | -104,100 | 16,324,624 | 05 Sep 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.15% | $1,290,300 | $51.00 | -25,300 | 16,428,724 | 28 Aug 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.49% | $4,087,260 | $50.46 | -81,000 | 16,454,024 | 22 Aug 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.18% | $1,454,930 | $50.17 | -29,000 | 16,535,024 | 19 Aug 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.16% | $1,308,060 | $50.31 | -26,000 | 16,564,024 | 15 Aug 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.26% | $2,231,680 | $50.72 | -44,000 | 16,590,024 | 14 Aug 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -1% | $8,616,200 | $51.44 | -167,500 | 16,634,024 | 13 Aug 2025 | Direct |
| Bruce R. Berkowitz | JOE | Common Stock | Sale | -0.82% | $7,034,287 | $50.57 | -139,100 | 16,801,524 | 12 Aug 2025 | Direct |
* indicates a reported price that failed the local validity check.