- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 121,246
- Share change
- -202,862
- Total reported value
- $6,571,000
- Price per share
- $54.19
- Number of holders
- 12
- Value change
- -$12,385,474
- Number of buys
- 2
- Number of sells
- 3
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 |
11%
|
4,724,758
|
$288,872,000 | — | 31 Mar 2015 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
7.8%
|
3,423,936
|
$209,340,000 | — | 31 Mar 2015 | |
| VANGUARD GROUP INC |
13F
|
Company |
7.3%
|
3,191,100
|
$195,104,000 | — | 31 Mar 2015 | |
| Capital Research Global Investors |
13F
|
Company |
5.8%
|
2,531,930
|
$154,802,000 | — | 31 Mar 2015 | |
| STATE STREET CORP |
13F
|
Company |
5.6%
|
2,434,301
|
$148,835,000 | — | 31 Mar 2015 | |
| Bank of New York Mellon Corp |
13F
|
Company |
3.5%
|
1,535,044
|
$93,853,000 | — | 31 Mar 2015 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
3.4%
|
1,495,245
|
$91,419,000 | — | 31 Mar 2015 | |
| BlackRock Fund Advisors |
13F
|
Company |
3.2%
|
1,413,350
|
$86,412,000 | — | 31 Mar 2015 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
3%
|
1,298,851
|
$79,412,000 | — | 31 Mar 2015 | |
| Invesco Ltd. |
13F
|
Company |
2.9%
|
1,258,562
|
$76,949,000 | — | 31 Mar 2015 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
2.8%
|
1,225,346
|
$74,918,000 | — | 31 Mar 2015 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
2.1%
|
914,158
|
$55,892,000 | — | 31 Mar 2015 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
1.6%
|
702,307
|
$42,939,000 | — | 31 Mar 2015 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1.5%
|
651,252
|
$40,084,000 | — | 31 Mar 2015 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.4%
|
611,882
|
$37,410,000 | — | 31 Mar 2015 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.2%
|
527,287
|
$32,237,000 | — | 31 Mar 2015 | |
| NORGES BANK |
13F
|
Company |
1%
|
448,297
|
$27,409,000 | — | 31 Mar 2015 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1%
|
447,781
|
$27,376,000 | — | 31 Mar 2015 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
444,971
mixed-class rows
|
$27,204,000 | — | 31 Mar 2015 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
411,058
mixed-class rows
|
$25,130,000 | — | 31 Mar 2015 | |
| Capital International Investors |
13F
|
Company |
0.87%
|
382,145
|
$23,364,000 | — | 31 Mar 2015 | |
| FMR LLC |
13F
|
Company |
0.82%
|
357,735
|
$21,872,000 | — | 31 Mar 2015 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.8%
|
350,450
|
$21,427,000 | — | 31 Mar 2015 | |
| Crestwood Advisors Group, LLC |
13F
|
Company |
0.75%
|
326,196
|
$19,944,000 | — | 31 Mar 2015 | |
| BOWEN HANES & CO INC |
13F
|
Company |
0.74%
|
325,000
|
$19,870,000 | — | 31 Mar 2015 | |
| TimesSquare Capital Management, LLC |
13F
|
Company |
0.71%
|
310,100
|
$18,960,000 | — | 31 Mar 2015 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.65%
|
282,852
|
$17,294,000 | — | 31 Mar 2015 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.64%
|
280,552
|
$17,153,000 | — | 31 Mar 2015 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.6%
|
263,009
|
$16,080,000 | — | 31 Mar 2015 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.6%
|
262,473
|
$16,048,000 | — | 31 Mar 2015 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.56%
|
245,694
|
$15,022,000 | — | 31 Mar 2015 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
—
mixed-class rows
|
227,044
mixed-class rows
|
$13,882,000 | — | 31 Mar 2015 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
0.51%
|
225,350
|
$13,778,000 | — | 31 Mar 2015 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.47%
|
207,840
|
$12,707,000 | — | 31 Mar 2015 | |
| BANK OF NOVA SCOTIA |
13F
|
Company |
2.2%
|
200,000
|
$12,206,000 | — | 31 Mar 2015 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.45%
|
198,064
|
$12,110,000 | — | 31 Mar 2015 | |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.44%
|
194,604
|
$11,898,000 | — | 31 Mar 2015 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.4%
|
173,996
|
$10,638,000 | — | 31 Mar 2015 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.37%
|
163,915
|
$10,022,000 | — | 31 Mar 2015 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
153,373
mixed-class rows
|
$9,377,000 | — | 31 Mar 2015 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.34%
|
149,746
|
$9,314,000 | — | 31 Mar 2015 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.33%
|
144,600
|
$8,841,000 | — | 31 Mar 2015 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.33%
|
143,372
|
$8,764,000 | — | 31 Mar 2015 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.32%
|
139,737
|
$8,543,000 | — | 31 Mar 2015 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.32%
|
138,938
|
$8,495,000 | — | 31 Mar 2015 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.31%
|
137,380
|
$8,399,000 | — | 31 Mar 2015 | |
| Willis Investment Counsel |
13F
|
Company |
0.3%
|
130,230
|
$7,962,000 | — | 31 Mar 2015 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.3%
|
130,169
|
$7,958,000 | — | 31 Mar 2015 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.3%
|
129,940
|
$7,945,000 | — | 31 Mar 2015 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q2 2015
As of 30 Jun 2015,
John Wiley & Sons, Inc. - Class B (JWB) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
121,246 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, UBS Group AG, Reynders McVeigh Capital Management, LLC, MORGAN STANLEY, PNC Financial Services Group, Inc., and ROYAL BANK OF CANADA.
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2015 vs Q1 2015 Across Filers
Q1 2015 holders
14
Q2 2015 holders
12
Holder diff
-2
| Investor | Q1 2015 Shares | Q2 2015 Shares | Share Diff | Share Chg % | Q1 2015 Value $ | Q2 2015 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.