Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
307 institutional managers reported holding JOE for the quarter ended Mar 31, 2026. Together they hold about 87% of shares outstanding; the top 10 hold 66%. 36 opened new positions; 25 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Fairholme Capital Management LLC (focused) | 19.21M | 33.40% | $1.21B | trimmed -1.1% | ≤2013 |
| BlackRock | 5.98M | 10.40% | $376.0M | unchanged | ≤2013 |
| Vanguard Group | 5.98M | 10.39% | $375.7M | added +4.5% | ≤2013 |
| State Street | 1.49M | 2.58% | $93.4M | added +3.8% | ≤2013 |
| Dimensional Fund Advisors | 1.32M | 2.29% | $82.9M | trimmed -2.9% | ≤2013 |
| Select Equity Group | 1.27M | 2.22% | $80.1M | added +7.9% | 2025 Q2 |
| Geode Capital | 1.02M | 1.77% | $63.9M | added +2.3% | ≤2013 |
| Praetorian PR LLC (focused) | 675.0k | 1.17% | $42.4M | added +2.3% | 2023 Q1 |
| FMR (Fidelity) | 651.7k | 1.13% | $41.0M | trimmed -2.5% | 2020 Q3 |
| Horizon Kinetics Asset Management LLC | 542.6k | 0.94% | $34.1M | trimmed -2.2% | 2021 Q1 |
| Nitor Capital Management LLC (focused) | 527.6k | 0.92% | $33.2M | trimmed -1.5% | 2025 Q4 |
| GAMCO (Gabelli) | 520.4k | 0.91% | $32.7M | trimmed -13.3% | ≤2013 |
| Capital Research Global Investors | 513.7k | 0.89% | $32.3M | trimmed -37.6% | 2025 Q1 |
| Gamco Investors, INC. et al | 471.5k | 0.82% | $29.6M | trimmed -25.1% | ≤2013 |
| Morgan Stanley | 462.1k | 0.80% | $29.0M | added +16.7% | ≤2013 |
| Northern Trust | 453.6k | 0.79% | $28.5M | added +10% | ≤2013 |
| Victory Capital Management INC | 436.3k | 0.76% | $27.4M | added +1.6% | 2019 Q3 |
| Charles Schwab Investment Management | 370.4k | 0.64% | $23.3M | added +1.8% | ≤2013 |
| Invesco | 350.5k | 0.61% | $22.0M | added +107.1% | ≤2013 |
| BNY Mellon | 303.6k | 0.53% | $19.1M | trimmed -2.1% | ≤2013 |
| Front Street Capital Management, INC. | 283.0k | 0.49% | $17.8M | trimmed -14.3% | 2016 Q2 |
| Diversified Investment Strategies, LLC | 272.5k | 0.47% | $17.1M | trimmed -0.5% | 2017 Q3 |
| Schwartz Investment Counsel INC | 266.4k | 0.46% | $16.7M | trimmed -14.2% | 2022 Q2 |
| Goldman Sachs | 249.4k | 0.43% | $15.7M | added +31.8% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 231.3k | 0.40% | $14.5M | added +136.3% | 2022 Q3 |
| AQR Capital | 229.4k | 0.40% | $14.4M | added +22.6% | 2020 Q3 |
| Bank OF America CORP /DE/ | 227.6k | 0.40% | $14.3M | trimmed -4.7% | ≤2013 |
| Principal Financial Group INC | 222.9k | 0.39% | $14.0M | added +17% | 2019 Q4 |
| Berkley W R CORP | 209.5k | 0.36% | $13.2M | unchanged | 2024 Q4 |
| Two Sigma | 167.7k | 0.29% | $10.5M | added +30.7% | 2022 Q1 |
| Raymond James Financial INC | 167.7k | 0.29% | $10.5M | added +3.2% | 2015 Q3 |
| Prudential Financial INC | 163.3k | 0.28% | $10.3M | added +117% | 2019 Q4 |
| Janus Henderson | 153.1k | 0.27% | $9.6M | added +9.4% | 2021 Q4 |
| Public Sector Pension Investment Board | 152.6k | 0.27% | $9.6M | trimmed -12.8% | 2019 Q4 |
| River Road Asset Management, LLC | 145.6k | 0.25% | $9.2M | added +5.6% | 2021 Q3 |
| UBS | 141.9k | 0.25% | $8.9M | added +33.4% | ≤2013 |
| Nuveen | 129.5k | 0.23% | $8.1M | trimmed -1.8% | 2019 Q2 |
| First Trust Advisors LP | 127.6k | 0.22% | $8.0M | added +277.2% | 2018 Q2 |
| Qube Research & Technologies LTD | 117.9k | 0.20% | $7.4M | added +41.7% | 2023 Q3 |
| Legal & General Group PLC | 115.0k | 0.20% | $7.2M | trimmed -6.3% | 2014 Q3 |
| Rhumbline Advisers | 103.1k | 0.18% | $6.5M | added +2.5% | ≤2013 |
| Algert Global LLC | 97.8k | 0.17% | $6.1M | trimmed -5.6% | 2023 Q2 |
| Accordant Advisory Group INC | 97.5k | 0.17% | $6.1M | unchanged | 2024 Q1 |
| Intrinsic Value Partners, LLC | 92.5k | 0.16% | $5.8M | trimmed -4% | 2021 Q4 |
| Mills Wealth Advisors LLC | 89.2k | 0.15% | $5.6M | trimmed -0.7% | 2025 Q1 |
| American Century Companies INC | 81.5k | 0.14% | $5.1M | added +9.6% | 2024 Q3 |
| Gem Investment Advisors, LLC (focused) | 81.1k | 0.14% | $5.1M | unchanged | 2025 Q4 |
| Jane Street | 80.9k | 0.14% | $5.1M | trimmed -9.2% | 2020 Q2 |
| Royce & Associates | 78.8k | 0.14% | $5.0M | unchanged | ≤2013 |
| Journey Advisory Group, LLC | 75.8k | 0.13% | $4.8M | unchanged | 2025 Q1 |
Largest 50 of 307 shown; the full ranked, searchable register is at boothcheck.com/holders/JOE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.