Security key
968223206
- Security type / class
- Equity / CL A
- Total 13F shares
- 41,592,361
- Total 13F value
- $2,266,844,132
- Share change
- -24,057
- SEC-reported price per share
- $54.50
- Number of holders
- 222
- Value change
- +$644,058
- Number of buys
- 99
- Number of sells
- 99
- Shares outstanding
- 42,548,268
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2016
Institutions
222
Top holders
10
WLY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2017
Previous quarter: Q3 2016
JOHN WILEY & SONS, INC. SEC filings
JOHN WILEY & SONS, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 968223206
Recent filing periods:
Ownership snapshot
Top reported holders of WLY - JOHN WILEY & SONS, INC. - CL A (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.
Comparable stake leader
FRANKLIN RESOURCES INC
Disclosed value leader
FRANKLIN RESOURCES INC
Comparable rows
15/15
Latest evidence
30 Sep 2016
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Quick read
FRANKLIN RESOURCES INC leads the comparable SEC ownership view at 12%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FRANKLIN RESOURCES INC's linked filing trail.
Comparable ownership
Top 5
FRANKLIN RESOURCES INC
12%
VANGUARD GROUP INC
9.2%
STATE STREET CORP
6.6%
Champlain Investment Partners, LLC
6%
BlackRock Fund Advisors
3.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC |
13F
Company
|
12%
|
$258,224,000
5,003,374 shares
|
— | 30 Sep 2016 |
| VANGUARD GROUP INC |
13F
Company
|
9.2%
|
$202,074,000
3,915,405 shares
|
— | 30 Sep 2016 |
| STATE STREET CORP |
13F
Company
|
6.6%
|
$143,859,000
2,787,461 shares
|
— | 30 Sep 2016 |
| Champlain Investment Partners, LLC |
13F
Company
|
6%
|
$131,828,000
2,554,320 shares
|
— | 30 Sep 2016 |
| BlackRock Fund Advisors |
13F
Company
|
3.8%
|
$84,052,000
1,628,591 shares
|
— | 30 Sep 2016 |
| Clarkston Capital Partners, LLC |
13F
Company
|
3.6%
|
$78,765,000
1,526,160 shares
|
— | 30 Sep 2016 |
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.
13F holder rows
Institutional holders as of Q4 2016
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
222
Shares
41,592,361
Rows available
222
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2016 vs Q3 2016 Across Filers
Q3 2016 holders
230
Q4 2016 holders
222
Holder diff
-8
| Investor | Q3 2016 Shares | Q4 2016 Shares | Share Diff | Share Chg % | Q3 2016 value | Q4 2016 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend