JOHN WILEY & SONS, INC. - Class A Common Stock (WLY)

CUSIP: 968223206

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / Class A Common Stock
Shares outstanding
43,778,344
Total 13F shares
40,606,746
Share change
-155,619
Total reported value
$1,573,690,785
Put/Call ratio
493%
Price per share
$38.77
Number of holders
227
Value change
-$6,414,725
Number of buys
126
Number of sells
87

Quarterly Holders Quick Answers

What is CUSIP 968223206?
CUSIP 968223206 identifies WLY - JOHN WILEY & SONS, INC. - Class A Common Stock in SEC institutional holdings data.

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Top shareholders of WLY - JOHN WILEY & SONS, INC. - Class A Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Peter B. Wiley
3/4/5
Director, 10%+ Owner
mixed-class rows
10,896,587
mixed-class rows
$443,190,216 19 Mar 2014
STATE STREET CORP
13F
Company
12%
5,313,421
$214,656,687 31 Dec 2022
13F
BlackRock Finance, Inc.
13F
Company
mixed-class rows
5,231,313
mixed-class rows
$209,566,365 31 Dec 2022
13F
VANGUARD GROUP INC
13F
Company
mixed-class rows
4,797,347
mixed-class rows
$192,178,128 31 Dec 2022
13F
Clarkston Capital Partners, LLC
13F
Company
6.3%
2,746,684
$110,032,152 31 Dec 2022
13F
Champlain Investment Partners, LLC
13F
Company
4.9%
2,137,610
$85,632,657 31 Dec 2022
13F
CARDINAL CAPITAL MANAGEMENT LLC /CT
13F
Company
4.9%
2,132,246
$85,417,767 31 Dec 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
1,529,399
mixed-class rows
$61,250,000 31 Dec 2022
13F
ProShare Advisors LLC
13F
Company
2.4%
1,040,726
$41,691,484 31 Dec 2022
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
2.2%
950,295
$38,068,818 31 Dec 2022
13F
Bank of New York Mellon Corp
13F
Company
2%
882,556
$35,355,193 31 Dec 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.8%
787,995
$31,567,000 31 Dec 2022
13F
MORGAN STANLEY
13F
Company
mixed-class rows
780,174
mixed-class rows
$31,172,228 31 Dec 2022
13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
1.8%
773,267
$30,977,076 31 Dec 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.7%
758,911
$30,401,980 31 Dec 2022
13F
Cannell & Co.
13F
Company
mixed-class rows
706,686
mixed-class rows
$28,293,222 31 Dec 2022
13F
FEDERATED HERMES, INC.
13F
Company
1.4%
617,048
$24,718,943 31 Dec 2022
13F
NORTHERN TRUST CORP
13F
Company
1.2%
544,836
$21,826,130 31 Dec 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.2%
524,523
$21,012,392 31 Dec 2022
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
1.1%
493,456
$19,767,847 31 Dec 2022
13F
Boston Partners
13F
Company
1.1%
461,207
$19,014,568 31 Dec 2022
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.84%
366,168
$14,668,690 31 Dec 2022
13F
JANUS HENDERSON GROUP PLC
13F
Company
0.81%
355,173
$14,228,082 31 Dec 2022
13F
JPMORGAN CHASE & CO
13F
Company
0.77%
335,091
$13,424,000 31 Dec 2022
13F
GRANDFIELD & DODD, LLC
13F
Company
0.76%
332,087
$13,303,445 31 Dec 2022
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.73%
321,551
$12,881,337 31 Dec 2022
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.62%
271,279
$10,867,437 31 Dec 2022
13F
VAN ECK ASSOCIATES CORP
13F
Company
0.61%
265,669
$10,642,000 31 Dec 2022
13F
GAGNON SECURITIES LLC
13F
Company
3.3%
1,438,934
$9,396,239 31 Dec 2022
13F
Russell Investments Group, Ltd.
13F
Company
0.46%
202,979
$8,131,319 31 Dec 2022
13F
Nuveen Asset Management, LLC
13F
Company
0.45%
196,377
$7,867,000 31 Dec 2022
13F
NORGES BANK
13F
Company
0.43%
187,588
$7,514,775 31 Dec 2022
13F
MACQUARIE GROUP LTD
13F
Company
0.42%
185,690
$7,439,000 31 Dec 2022
13F
Willis Investment Counsel
13F
Company
0.4%
177,286
$7,102,077 31 Dec 2022
13F
Invesco Ltd.
13F
Company
0.39%
170,281
$6,821,457 31 Dec 2022
13F
LOOMIS SAYLES & CO L P
13F
Company
0.34%
150,155
$6,015,000 31 Dec 2022
13F
RHUMBLINE ADVISERS
13F
Company
0.33%
143,647
$5,754,000 31 Dec 2022
13F
EAGLE ASSET MANAGEMENT INC
13F
Company
0.32%
138,884
$5,702,000 31 Dec 2022
13F
SEI INVESTMENTS CO
13F
Company
0.32%
141,389
$5,663,838 31 Dec 2022
13F
SYCOMORE ASSET MANAGEMENT
13F
Company
0.33%
143,246
$5,644,000 31 Dec 2022
13F
Man Group plc
13F
Company
0.3%
132,081
$5,291,165 31 Dec 2022
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.3%
131,381
$5,264,000 31 Dec 2022
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.26%
113,900
$4,563,000 31 Dec 2022
13F
Amundi
13F
Individual
0.23%
102,851
$4,495,047 31 Dec 2022
13F
Swiss National Bank
13F
Company
0.24%
107,000
$4,286,420 31 Dec 2022
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.22%
97,157
$3,892,109 31 Dec 2022
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
86,802
mixed-class rows
$3,477,283 31 Dec 2022
13F
AMERICAN INTERNATIONAL GROUP, INC.
13F
Company
0.2%
86,754
$3,475,365 31 Dec 2022
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.2%
86,398
$3,461,104 31 Dec 2022
13F
John A. Kritzmacher
3/4/5
Former CFO and EVP
mixed-class rows
91,460
mixed-class rows
$2,889,367 31 Dec 2021

Institutional Holders of JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) as of Q1 2023

As of 31 Mar 2023, JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) was held by 227 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 40,606,746 shares. The largest 10 holders included BlackRock Inc., STATE STREET CORP, VANGUARD GROUP INC, Clarkston Capital Partners, LLC, Champlain Investment Partners, LLC, CARDINAL CAPITAL MANAGEMENT LLC /CT, DIMENSIONAL FUND ADVISORS LP, PALISADE CAPITAL MANAGEMENT, LP, ProShare Advisors LLC, and Bank of New York Mellon Corp. This page lists 227 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
219
Q1 2023 holders
227
Holder diff
8
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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