The St. Joe Company· JOE

🇺🇸 US · MidSP600NYSE

Real EstateReal Estate - DevelopmentWebsite

Price: $64.84
Day: +1.31%
Mkt Cap: $3.69B
52W Range: $46.37 – $73.54
Volume: 206.0K
Beta: 1.29

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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The St. Joe Company

JOE|Real Estate|Real Estate - Development

Current price: $65

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$65.6M

Net share flow-1.0M

Purchases0 ($0)

Sales14 ($65.6M)

Top Notable Transactions

Insider

Type

Value

Date

BERKOWITZ BRUCE R

Sale

$20.0M

May 7

BERKOWITZ BRUCE R

Sale

$19.8M

Mar 3

BERKOWITZ BRUCE R

Sale

$18.4M

Nov 6

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership87.3%

13F share flow+5.4%

Investors holding326

+204 adding-124 reducing

160

New 44Inc 160Red 99Closed 25

Top Institutional Holders

Institution

Value

Change

FAIRHOLME CAPITAL MANAGEMENT LLC

$1.2B

-0.7%

BLACKROCK, INC.

$375.7M

+0.0%

STATE STREET CORP

$93.3M

+4.2%

DIMENSIONAL FUND ADVISORS LP

$82.8M

-2.6%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting99

Total shares held23.7M

Share flow-15.5%

30 buying25 selling

Buying 30Unchanged 44Selling 25

Top Fund Holders

Fund

Weight

Change

FIDELITY CONCORD STREET TRUST

341.7K

0.13%

+301

VANGUARD SCOTTSDALE FUNDS

234.7K

0.01%

+7.9K

SCHWAB STRATEGIC TRUST

214.9K

0.07%

-3.0K

John Hancock Funds II

73.1K

0.00%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

JOE Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.9/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-65

Institutional Flow

50% weight

+42

Fund Flow

10% weight

Overall Smart Money sentiment of 2.9/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for JOE

Net insider share flow by quarter (C-suite & director purchases minus sales)

Very Bearish

Heavy insider selling in Q2 2026

14 sales totaling $65.6M (1.0M shares)

Share volume is 3.3x the historical average, significantly above normal

Buying seen in 1 of 7 quarters

Steady selling pace across recent quarters

Notable Recent Transactions, JOE

Top 8 highest-value recent insider trades

BERKOWITZ BRUCE R

Director

Sell

342,900 shares at $58.29

May 7, 2024$19.99M

BERKOWITZ BRUCE R

Director

Sell

390,800 shares at $50.58

Mar 3, 2021$19.77M

BERKOWITZ BRUCE R

Insider

Sell

343,400 shares at $53.45

Nov 6, 2024$18.35M

BERKOWITZ BRUCE R

Director

Sell

302,600 shares at $58.35

May 15, 2024$17.66M

BERKOWITZ BRUCE R

Insider

Sell

189,200 shares at $65.78

May 5, 2026$12.45M

BERKOWITZ BRUCE R

Director

Sell

185,000 shares at $64.95

Jul 28, 2023$12.02M

BERKOWITZ BRUCE R

Insider

Sell

163,600 shares at $65.78

May 6, 2026$10.76M

BERKOWITZ BRUCE R

Insider

Sell

140,400 shares at $65.71

Jun 18, 2026$9.23M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for JOE

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

87.3% institutional ownership

Moderate accumulation: 204 adding vs 124 reducing

13F share count essentially flat

Position Changes

Q2 2026: how are institutions adjusting their positions?

+52 growing-262 shrinkingNet: -210

236

New (12)

Increased (40)

Reduced (26)

Closed (236)

Top Institutional Holders, JOE

Largest 8 institutional positions by ownership percentage as of Q2 2026

DIVERSIFIED INVESTMENT STRATEGIES, LLC

268.2K

$16.3M

Ownership

0.47%

-1.6%

SCHWARTZ INVESTMENT COUNSEL INC

224.4K

$14.1M

Ownership

0.39%

-15.8%

PRINCIPAL FINANCIAL GROUP INC

224.2K

$14.0M

Ownership

0.39%

+0.6%

RIVER ROAD ASSET MANAGEMENT, LLC

146.7K

$9.2M

Ownership

0.26%

+0.8%

ACCORDANT ADVISORY GROUP INC

100.7K

$6.3M

Ownership

0.18%

+3.2%

INTRINSIC VALUE PARTNERS, LLC

91.1K

$5.7M

Ownership

0.16%

-1.5%

MILLS WEALTH ADVISORS LLC

87.8K

$5.5M

Ownership

0.15%

-1.5%

JOURNEY ADVISORY GROUP, LLC

76.0K

$4.8M

Ownership

0.13%

+0.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 99 ETFs and mutual funds reporting

30 buying25 sellingNet: +5

Buying (30)

Unchanged (44)

Selling (25)

Neutral

Mixed fund activity in Q2 2026

99 ETFs and mutual funds reporting

30 buying vs 25 selling (balanced)

Top Fund Holders, JOE

Largest 8 ETF and mutual fund positions by shares held as of latest filing

FIDELITY CONCORD STREET TRUST

341.7K

Weight

0.13%

Increased

VANGUARD SCOTTSDALE FUNDS

234.7K

Weight

0.01%

Increased

SCHWAB STRATEGIC TRUST

214.9K

Weight

0.07%

Decreased

John Hancock Funds II

73.1K

Weight

0.00%

No change

Invesco Exchange-Traded Fund Trust II

36.4K

Weight

0.01%

Decreased

Horizon Funds

29.9K

Weight

0.84%

Increased

Fidelity Rutland Square Trust II

21.1K

Weight

0.00%

No change

Invesco Exchange-Traded Self-Indexed Fund Trust

19.2K

Weight

0.01%

Increased

The St. Joe Company· JOE

Holdings Analysis

Insider Trading Activity

1.3Transaction History252Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings84Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History252Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings84Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights