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

CUSIP: 968223206

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / Class A Common Stock
Shares outstanding
43,778,344
Total 13F shares
41,094,074
Share change
+490,577
Total reported value
$1,398,710,894
Put/Call ratio
134%
Price per share
$34.03
Number of holders
217
Value change
+$11,156,595
Number of buys
104
Number of sells
127

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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
BlackRock Finance, Inc.
13F
Company
mixed-class rows
5,023,557
mixed-class rows
$194,763,255 31 Mar 2023
13F
STATE STREET CORP
13F
Company
11%
4,901,287
$190,022,897 31 Mar 2023
13F
VANGUARD GROUP INC
13F
Company
mixed-class rows
4,838,741
mixed-class rows
$187,594,139 31 Mar 2023
13F
Clarkston Capital Partners, LLC
13F
Company
6.6%
2,882,620
$111,759,169 31 Mar 2023
13F
Champlain Investment Partners, LLC
13F
Company
4.8%
2,097,745
$81,329,574 31 Mar 2023
13F
CARDINAL CAPITAL MANAGEMENT LLC /CT
13F
Company
4.6%
2,011,211
$77,974,654 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
1,641,298
mixed-class rows
$63,599,053 31 Mar 2023
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
2.2%
983,552
$38,132,311 31 Mar 2023
13F
ProShare Advisors LLC
13F
Company
2.2%
979,672
$37,981,883 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
2%
870,869
$33,763,566 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1.9%
828,887
$32,135,948 31 Mar 2023
13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
1.8%
777,048
$30,126,151 31 Mar 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
1.6%
700,300
$27,150,635 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
mixed-class rows
686,502
mixed-class rows
$26,528,304 31 Mar 2023
13F
Cannell & Co.
13F
Company
mixed-class rows
663,856
mixed-class rows
$25,706,279 31 Mar 2023
13F
FEDERATED HERMES, INC.
13F
Company
1.4%
596,435
$23,123,785 31 Mar 2023
13F
Boston Partners
13F
Company
1.3%
581,710
$22,503,468 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
1.3%
548,124
$21,250,768 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.2%
538,599
$20,881,484 31 Mar 2023
13F
JPMORGAN CHASE & CO
13F
Company
1%
455,696
$17,667,000 31 Mar 2023
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.93%
407,505
$15,798,959 31 Mar 2023
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.77%
337,088
$13,068,867 31 Mar 2023
13F
GRANDFIELD & DODD, LLC
13F
Company
0.77%
335,777
$13,018,113 31 Mar 2023
13F
VAN ECK ASSOCIATES CORP
13F
Company
0.75%
329,069
$12,758,000 31 Mar 2023
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.67%
291,290
$11,293,313 31 Mar 2023
13F
CITADEL ADVISORS LLC
13F
Company
0.62%
270,785
$10,498,335 31 Mar 2023
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.61%
266,619
$10,336,819 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
0.5%
219,900
$8,525,000 31 Mar 2023
13F
LOOMIS SAYLES & CO L P
13F
Company
0.49%
213,596
$8,281,000 31 Mar 2023
13F
MACQUARIE GROUP LTD
13F
Company
0.42%
183,704
$7,122,000 31 Mar 2023
13F
Willis Investment Counsel
13F
Company
0.41%
179,049
$6,941,730 31 Mar 2023
13F
Invesco Ltd.
13F
Company
0.41%
178,695
$6,928,005 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.38%
166,611
$6,456,688 31 Mar 2023
13F
NORGES BANK
13F
Company
0.36%
156,067
$6,050,718 31 Mar 2023
13F
Brian A. Napack
3/4/5
President & CEO, Director
class O/S missing
183,525
$5,868,249 30 Jun 2023
RHUMBLINE ADVISERS
13F
Company
0.33%
144,734
$5,611,000 31 Mar 2023
13F
SEI INVESTMENTS CO
13F
Company
0.33%
144,555
$5,604,351 31 Mar 2023
13F
EAGLE ASSET MANAGEMENT INC
13F
Company
0.33%
144,398
$5,598,000 31 Mar 2023
13F
SYCOMORE ASSET MANAGEMENT
13F
Company
0.33%
143,246
$5,261,000 31 Mar 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
123,770
mixed-class rows
$4,798,576 31 Mar 2023
13F
Amundi
13F
Individual
0.23%
102,851
$3,901,733 31 Mar 2023
13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
Company
0.23%
99,127
$3,843,154 31 Mar 2023
13F
Qube Research & Technologies Ltd
13F
Company
0.22%
97,591
$3,783,603 31 Mar 2023
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
0.22%
97,177
$3,767,552 31 Mar 2023
13F
ALLIANCEBERNSTEIN L.P.
13F
Company
0.22%
96,304
$3,733,706 31 Mar 2023
13F
Swiss National Bank
13F
Company
0.22%
95,700
$3,710,289 31 Mar 2023
13F
Russell Investments Group, Ltd.
13F
Company
0.21%
91,444
$3,544,482 31 Mar 2023
13F
SEIZERT CAPITAL PARTNERS, LLC
13F
Company
0.2%
89,688
$3,477,204 31 Mar 2023
13F
AMERICAN INTERNATIONAL GROUP, INC.
13F
Company
0.2%
86,354
$3,347,945 31 Mar 2023
13F

Institutional Holders of JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) as of Q2 2023

As of 30 Jun 2023, JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) was held by 217 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 41,094,074 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, STATE STREET CORP, Clarkston Capital Partners, LLC, Champlain Investment Partners, LLC, DIMENSIONAL FUND ADVISORS LP, CARDINAL CAPITAL MANAGEMENT LLC /CT, PALISADE CAPITAL MANAGEMENT, LP, Bank of New York Mellon Corp, and GOLDMAN SACHS GROUP INC. This page lists 217 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
227
Q2 2023 holders
217
Holder diff
-10
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 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.