- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 95,874
- Share change
- -18,232
- Total reported value
- $4,986,000
- Price per share
- $52.00
- Number of holders
- 9
- Value change
- -$948,332
- 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%
|
4,986,078
|
$243,769,000 | — | 31 Mar 2016 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.8%
|
3,844,326
|
$187,949,000 | — | 31 Mar 2016 | |
| STATE STREET CORP |
13F
|
Company |
7%
|
3,075,210
|
$150,346,000 | — | 31 Mar 2016 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
5.4%
|
2,347,135
|
$114,751,000 | — | 31 Mar 2016 | |
| FMR LLC |
13F
|
Company |
3.9%
|
1,704,274
|
$83,322,000 | — | 31 Mar 2016 | |
| BlackRock Fund Advisors |
13F
|
Company |
3.6%
|
1,582,507
|
$77,369,000 | — | 31 Mar 2016 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
3.3%
|
1,428,524
|
$69,841,000 | — | 31 Mar 2016 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.1%
|
1,360,552
|
$67,238,000 | — | 31 Mar 2016 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
3%
|
1,326,150
|
$64,835,474 | — | 31 Mar 2016 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
2.8%
|
1,240,874
|
$60,666,000 | — | 31 Mar 2016 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
995,091
mixed-class rows
|
$48,661,000 | — | 31 Mar 2016 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
2.2%
|
960,998
|
$46,983,000 | — | 31 Mar 2016 | |
| Invesco Ltd. |
13F
|
Company |
1.9%
|
847,811
|
$41,450,000 | — | 31 Mar 2016 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.8%
|
774,465
|
$37,863,000 | — | 31 Mar 2016 | |
| Capital Research Global Investors |
13F
|
Company |
1.7%
|
726,800
|
$35,533,000 | — | 31 Mar 2016 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.4%
|
630,655
|
$31,003,000 | — | 31 Mar 2016 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
554,727
|
$27,120,000 | — | 31 Mar 2016 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
1.2%
|
519,682
|
$25,407,000 | — | 31 Mar 2016 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
1.2%
|
516,952
|
$25,274,000 | — | 31 Mar 2016 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
478,163
|
$23,377,000 | — | 31 Mar 2016 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
1.1%
|
462,406
|
$22,607,000 | — | 31 Mar 2016 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
432,376
mixed-class rows
|
$21,148,000 | — | 31 Mar 2016 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.87%
|
381,666
|
$18,660,000 | — | 31 Mar 2016 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.79%
|
347,547
|
$16,992,000 | — | 31 Mar 2016 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.78%
|
342,070
|
$16,724,000 | — | 31 Mar 2016 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.75%
|
327,199
|
$15,997,000 | — | 31 Mar 2016 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.72%
|
313,420
|
$15,323,000 | — | 31 Mar 2016 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
—
mixed-class rows
|
277,358
mixed-class rows
|
$13,559,000 | — | 31 Mar 2016 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.59%
|
256,795
|
$12,555,000 | — | 31 Mar 2016 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.54%
|
238,233
|
$11,648,000 | — | 31 Mar 2016 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.51%
|
224,444
|
$10,973,000 | — | 31 Mar 2016 | |
| FENIMORE ASSET MANAGEMENT INC |
13F
|
Company |
0.5%
|
217,000
|
$10,609,000 | — | 31 Mar 2016 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.48%
|
208,378
|
$10,188,000 | — | 31 Mar 2016 | |
| CENTRAL SECURITIES CORP |
13F
|
Company |
0.46%
|
200,000
|
$9,778,000 | — | 31 Mar 2016 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.43%
|
187,067
|
$9,146,000 | — | 31 Mar 2016 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.43%
|
186,537
|
$9,120,000 | — | 31 Mar 2016 | |
| GREAT LAKES ADVISORS, LLC |
13F
|
Company |
0.4%
|
174,288
|
$8,521,000 | — | 31 Mar 2016 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.38%
|
164,609
|
$8,048,000 | — | 31 Mar 2016 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.34%
|
148,546
|
$7,262,000 | — | 31 Mar 2016 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.33%
|
144,524
|
$7,066,000 | — | 31 Mar 2016 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
141,380
mixed-class rows
|
$6,913,000 | — | 31 Mar 2016 | |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.32%
|
139,721
|
$6,830,000 | — | 31 Mar 2016 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.32%
|
139,660
|
$6,828,000 | — | 31 Mar 2016 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.31%
|
137,792
|
$6,810,000 | — | 31 Mar 2016 | |
| Willis Investment Counsel |
13F
|
Company |
0.31%
|
133,815
|
$6,542,000 | — | 31 Mar 2016 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.29%
|
128,829
|
$6,298,000 | — | 31 Mar 2016 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.29%
|
124,954
|
$6,109,000 | — | 31 Mar 2016 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.27%
|
118,386
|
$5,787,000 | — | 31 Mar 2016 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.27%
|
117,322
|
$5,736,000 | — | 31 Mar 2016 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q2 2016
As of 30 Jun 2016,
John Wiley & Sons, Inc. - Class B (JWB) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
95,874 shares.
The largest 9 holders included
ROYAL BANK OF CANADA, CANNELL PETER B & CO INC, DIMENSIONAL FUND ADVISORS LP, Neuberger Berman Group LLC, GABELLI FUNDS LLC, UBS Group AG, MORGAN STANLEY, GRANDFIELD & DODD, LLC, and Tower Research Capital LLC (TRC).
This page lists
9
institutional shareholders reporting positions in this security
for the Q2 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2016 vs Q1 2016 Across Filers
Q1 2016 holders
9
Q2 2016 holders
9
Holder diff
0
| Investor | Q1 2016 Shares | Q2 2016 Shares | Share Diff | Share Chg % | Q1 2016 Value $ | Q2 2016 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.