JOHN WILEY & SONS, INC. - Class A Common Stock (WLY)
CUSIP: 968223206
Q3 2024 13F Holders as of 30 Sep 2024
- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 43,778,344
- Total 13F shares
- 40,558,560
- Share change
- +1,549,919
- Total reported value
- $1,958,729,868
- Put/Call ratio
- 58%
- Price per share
- $48.25
- Number of holders
- 234
- Value change
- +$82,512,781
- Number of buys
- 105
- Number of sells
- 129
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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Recent filing periods for CUSIP 968223206:
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 | |
| Celia Wiley |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
8,612,937
mixed-class rows
|
$383,924,313 | — | 06 Sep 2023 | |
| Elizabeth H. Wiley |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
8,590,674
mixed-class rows
|
$382,931,384 | — | 06 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
mixed-class rows
|
6,313,515
mixed-class rows
|
$256,960,055 | — | 30 Jun 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
5,374,000
mixed-class rows
|
$218,721,223 | — | 30 Jun 2024 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
7.8%
|
3,399,842
|
$138,373,569 | — | 30 Jun 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,934,370
mixed-class rows
|
$78,729,688 | — | 30 Jun 2024 | |
| Madison Avenue Partners, LP |
13F
|
Company |
3.7%
|
1,630,517
|
$66,362,042 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.6%
|
1,574,525
|
$64,083,168 | — | 30 Jun 2024 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.2%
|
1,400,154
|
$56,986,268 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
3%
|
1,302,764
|
$53,022,496 | — | 30 Jun 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
1,058,632
|
$43,086,322 | — | 30 Jun 2024 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.3%
|
993,494
|
$40,435,225 | — | 30 Jun 2024 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
2.3%
|
987,612
|
$40,195,808 | — | 30 Jun 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
891,612
mixed-class rows
|
$36,293,763 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
713,977
|
$29,058,864 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.6%
|
687,414
|
$27,977,750 | — | 30 Jun 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
561,064
mixed-class rows
|
$22,822,225 | — | 30 Jun 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
1.1%
|
501,891
|
$20,426,947 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.1%
|
495,670
|
$20,173,770 | — | 30 Jun 2024 | |
| Jesse C. Wiley |
3/4/5
|
Director, 10%+ Owner |
—
mixed-class rows
|
8,612,439
mixed-class rows
|
$19,173,156 | — | 30 Apr 2024 | |
| Man Group plc |
13F
|
Company |
0.94%
|
409,431
|
$16,663,842 | — | 30 Jun 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.91%
|
397,649
|
$16,184,314 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.89%
|
391,230
|
$15,923,061 | — | 30 Jun 2024 | |
| J. Goldman & Co LP |
13F
|
Company |
0.75%
|
329,058
|
$13,392,661 | — | 30 Jun 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.67%
|
291,225
|
$11,849,945 | — | 30 Jun 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.64%
|
281,871
|
$11,472,150 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.59%
|
257,887
|
$10,496,001 | — | 30 Jun 2024 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.51%
|
224,308
|
$9,129,000 | — | 30 Jun 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.5%
|
220,444
|
$8,972,071 | — | 30 Jun 2024 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.5%
|
218,299
|
$8,884,769 | — | 30 Jun 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.49%
|
214,178
|
$8,717,000 | — | 30 Jun 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.47%
|
207,889
|
$8,461,082 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.47%
|
207,584
|
$8,448,669 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.47%
|
203,618
|
$8,287,252 | — | 30 Jun 2024 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.45%
|
198,286
|
$8,070,240 | — | 30 Jun 2024 | |
| ProShare Advisors LLC |
13F
|
Company |
0.45%
|
195,121
|
$7,941,425 | — | 30 Jun 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.42%
|
185,927
|
$7,567,229 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.42%
|
182,191
|
$7,415,163 | — | 30 Jun 2024 | |
| NORGES BANK |
13F
|
Company |
0.34%
|
149,813
|
$6,097,389 | — | 30 Jun 2024 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.33%
|
145,654
|
$5,917,922 | — | 30 Jun 2024 | |
| Brian A. Napack |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
183,525
|
$5,868,249 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.31%
|
137,533
|
$5,597,593 | — | 30 Jun 2024 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.29%
|
128,808
|
$5,242,486 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.28%
|
122,177
|
$4,972,583 | — | 30 Jun 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
mixed-class rows
|
118,473
mixed-class rows
|
$4,821,850 | — | 30 Jun 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.26%
|
116,006
|
$4,721,445 | — | 30 Jun 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.25%
|
110,900
|
$4,513,630 | — | 30 Jun 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.22%
|
97,942
|
$3,986,241 | — | 30 Jun 2024 | |
| SEIZERT CAPITAL PARTNERS, LLC |
13F
|
Company |
0.22%
|
96,601
|
$3,931,661 | — | 30 Jun 2024 |
Institutional Holders of JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) as of Q3 2024
As of 30 Sep 2024,
JOHN WILEY & SONS, INC. - Class A Common Stock (WLY) was held by
234 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,558,560 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, Clarkston Capital Partners, LLC, Madison Avenue Partners, LP, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, SCHRODER INVESTMENT MANAGEMENT GROUP, Bank of New York Mellon Corp, Ophir Asset Management Pty Ltd, and WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC.
This page lists
234
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
242
Q3 2024 holders
234
Holder diff
-8
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 2024 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.