Whale Analyzer
Top public holders · 13F and disclosure aggregation

Who owns JOE? 13F holders and whale ownership

JOE is tracked across public portfolios in Whale Analyzer. This page answers who owns JOE, which top funds are buying JOE, aggregate disclosed value, and recent position changes based on public data. Bruce Berkowitz is the largest reported holder at $1.21B; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (0 increased, 2 reduced); the stock trades above the aggregate whale cost basis of $3.52. Top tracked holders include Bruce Berkowitz and Horizon Kinetics.

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NYQ · latest quote
$66.00
+$0.06 (+0.1%)
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2Tracked holders
$1.24BAggregate reported value
2026-05-21Page updated
2 reducedRecent changes

Top holders

InvestorReported valueSharesChange
Bruce Berkowitz 13F portfolio
Fairholme Capital Management holdings
$1.21B19.2MReduced
Horizon Kinetics 13F portfolio
Horizon Kinetics Asset Management holdings
$34.1M542.6KReduced

Ownership concentration

Reported ownership of JOE is highly concentrated across tracked institutions.

Whale activity this quarter

Across 2 tracked institutions, 2 reduced. Net positioning is net selling.

Whale cost basis vs current price

The aggregate tracked cost basis is $3.52 versus a current price of $66.00, so JOE trades above its cost basis (+1777.0%). Average unrealized P&L across tracked holders: 1198%.

Sector positioning — Real Estate

JOE sits within the Real Estate sector alongside 22 other tracked names. Compare whale ownership across peers:

How to use this page

Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live JOE dashboard for price charts and cross-investor scans, or read the SEC 13F guide.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

Related stock holder pages

Learn more in Whale Analyzer Academy

Deepen your read on JOE with these Whale Analyzer Academy guides:

Frequently asked questions

Who owns JOE stock?

Whale Analyzer tracks 2 public institutional holders of JOE with a combined reported value of $1.24B. See the holder table above for the largest tracked positions.

Which top funds are buying JOE?

Tracked institutions were net selling last quarter — 2 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.

How concentrated is JOE ownership?

The top five tracked holders report 100.0% of aggregate ownership.

Is JOE above or below the whale cost basis?

The aggregate tracked cost basis is $3.52 versus a current price of $66.00 (+1777.0%).

What does 13F ownership mean for JOE?

Use the interactive JOE dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.