- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 124,786
- Share change
- +157
- Total reported value
- $7,023,000
- Price per share
- $56.02
- Number of holders
- 15
- Value change
- +$9,023
- Number of buys
- 5
- Number of sells
- 2
Quarterly Holders Quick Answers
What is CUSIP 968223305?
CUSIP 968223305 identifies JWB - John Wiley & Sons, Inc. - Class B in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 968223305:
Top shareholders of JWB - John Wiley & Sons, Inc. - Class B (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 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
9.4%
|
4,113,358
|
$249,228,000 | — | 30 Jun 2014 | |
| Capital Research Global Investors |
13F
|
Company |
8%
|
3,520,683
|
$213,318,000 | — | 30 Jun 2014 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
7.8%
|
3,428,374
|
$207,725,000 | — | 30 Jun 2014 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.8%
|
2,992,972
|
$181,345,000 | — | 30 Jun 2014 | |
| STATE STREET CORP |
13F
|
Company |
6.5%
|
2,835,766
|
$171,812,000 | — | 30 Jun 2014 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
3.5%
|
1,523,100
|
$92,285,000 | — | 30 Jun 2014 | |
| Invesco Ltd. |
13F
|
Company |
—
mixed-class rows
|
1,517,754
mixed-class rows
|
$91,960,000 | — | 30 Jun 2014 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
3.1%
|
1,347,211
|
$81,628,000 | — | 30 Jun 2014 | |
| Bank of New York Mellon Corp |
13F
|
Company |
3%
|
1,308,272
|
$79,267,000 | — | 30 Jun 2014 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
3%
|
1,294,665
|
$78,444,000 | — | 30 Jun 2014 | |
| BlackRock Fund Advisors |
13F
|
Company |
2.9%
|
1,289,960
|
$78,159,000 | — | 30 Jun 2014 | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
13F
|
Company |
2.3%
|
997,670
|
$60,448,000 | — | 30 Jun 2014 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.9%
|
838,888
|
$50,828,000 | — | 30 Jun 2014 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
mixed-class rows
|
820,519
mixed-class rows
|
$49,714,000 | — | 30 Jun 2014 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.7%
|
742,802
|
$45,006,000 | — | 30 Jun 2014 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
1.5%
|
640,518
|
$38,809,000 | — | 30 Jun 2014 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1.4%
|
630,119
|
$38,178,910 | — | 30 Jun 2014 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
1.1%
|
497,500
|
$30,144,000 | — | 30 Jun 2014 | |
| NORGES BANK |
13F
|
Company |
1%
|
448,297
|
$27,163,000 | — | 30 Jun 2014 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
447,012
mixed-class rows
|
$27,083,000 | — | 30 Jun 2014 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.93%
|
408,247
|
$24,736,000 | — | 30 Jun 2014 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.82%
|
360,416
|
$21,837,000 | — | 30 Jun 2014 | |
| BOWEN HANES & CO INC |
13F
|
Company |
0.81%
|
355,600
|
$21,546,000 | — | 30 Jun 2014 | |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.74%
|
323,995
|
$19,630,000 | — | 30 Jun 2014 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
320,739
mixed-class rows
|
$19,431,000 | — | 30 Jun 2014 | |
| Crestwood Advisors Group, LLC |
13F
|
Company |
0.68%
|
296,161
|
$17,944,000 | — | 30 Jun 2014 | |
| Huber Capital Management LLC |
13F
|
Company |
0.67%
|
293,331
|
$17,772,000 | — | 30 Jun 2014 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.66%
|
287,897
|
$17,444,000 | — | 30 Jun 2014 | |
| SENTINEL ASSET MANAGEMENT, INC. |
13F
|
Company |
0.63%
|
277,650
|
$16,823,000 | — | 30 Jun 2014 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.62%
|
269,670
|
$16,339,000 | — | 30 Jun 2014 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.56%
|
243,972
|
$14,782,000 | — | 30 Jun 2014 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.55%
|
239,139
|
$14,489,000 | — | 30 Jun 2014 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
0.51%
|
225,350
|
$13,654,000 | — | 30 Jun 2014 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.48%
|
209,356
|
$12,685,000 | — | 30 Jun 2014 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
—
mixed-class rows
|
205,783
mixed-class rows
|
$12,468,000 | — | 30 Jun 2014 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.43%
|
188,061
|
$11,394,000 | — | 30 Jun 2014 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.42%
|
183,700
|
$11,130,000 | — | 30 Jun 2014 | |
| HM PAYSON & CO |
13F
|
Company |
0.4%
|
177,182
|
$10,735,000 | — | 30 Jun 2014 | |
| Sandhill Capital Partners LLC |
13F
|
Company |
0.4%
|
176,711
|
$10,707,000 | — | 30 Jun 2014 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.38%
|
164,846
|
$9,988,000 | — | 30 Jun 2014 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
163,354
mixed-class rows
|
$9,897,000 | — | 30 Jun 2014 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.32%
|
138,122
|
$8,369,000 | — | 30 Jun 2014 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.31%
|
135,100
|
$8,186,000 | — | 30 Jun 2014 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.3%
|
131,493
|
$7,967,000 | — | 30 Jun 2014 | |
| STRS OHIO |
13F
|
Company |
0.29%
|
125,000
|
$7,574,000 | — | 30 Jun 2014 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.28%
|
124,686
|
$7,555,000 | — | 30 Jun 2014 | |
| Willis Investment Counsel |
13F
|
Company |
0.28%
|
124,250
|
$7,528,000 | — | 30 Jun 2014 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.28%
|
123,597
|
$7,487,000 | — | 30 Jun 2014 | |
| JANUS HENDERSON INVESTORS US LLC |
13F
|
Company |
0.28%
|
123,300
|
$7,471,000 | — | 30 Jun 2014 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q3 2014
As of 30 Sep 2014,
John Wiley & Sons, Inc. - Class B (JWB) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
124,786 shares.
The largest 10 holders included
CITY NATIONAL BANK, CANNELL PETER B & CO INC, DIMENSIONAL FUND ADVISORS LP, Neuberger Berman Group LLC, GABELLI FUNDS LLC, Reynders McVeigh Capital Management, LLC, UBS AG, WELCH & FORBES LLC, MORGAN STANLEY, and PNC Financial Services Group, Inc..
This page lists
15
institutional shareholders reporting positions in this security
for the Q3 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2014 vs Q2 2014 Across Filers
Q2 2014 holders
14
Q3 2014 holders
15
Holder diff
1
| Investor | Q2 2014 Shares | Q3 2014 Shares | Share Diff | Share Chg % | Q2 2014 Value $ | Q3 2014 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.