- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 112,249
- Share change
- -17,363
- Total reported value
- $6,136,000
- Price per share
- $54.67
- Number of holders
- 10
- Value change
- -$936,895
- Number of buys
- 1
- Number of sells
- 8
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%
|
5,003,374
|
$258,224,000 | — | 30 Sep 2016 | |
| VANGUARD GROUP INC |
13F
|
Company |
8.9%
|
3,915,405
|
$202,074,000 | — | 30 Sep 2016 | |
| STATE STREET CORP |
13F
|
Company |
6.4%
|
2,787,461
|
$143,859,000 | — | 30 Sep 2016 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
5.8%
|
2,554,320
|
$131,828,000 | — | 30 Sep 2016 | |
| BlackRock Fund Advisors |
13F
|
Company |
3.7%
|
1,628,591
|
$84,052,000 | — | 30 Sep 2016 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
3.5%
|
1,526,160
|
$78,765,000 | — | 30 Sep 2016 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
3.4%
|
1,477,504
|
$76,254,000 | — | 30 Sep 2016 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
3.3%
|
1,424,028
|
$73,494,000 | — | 30 Sep 2016 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
3%
|
1,330,678
|
$68,676,000 | — | 30 Sep 2016 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3%
|
1,310,374
|
$67,628,000 | — | 30 Sep 2016 | |
| FMR LLC |
13F
|
Company |
2.9%
|
1,286,020
|
$66,372,000 | — | 30 Sep 2016 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,190,098
mixed-class rows
|
$61,458,000 | — | 30 Sep 2016 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
2.1%
|
939,734
|
$48,500,000 | — | 30 Sep 2016 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
2.1%
|
897,495
|
$46,320,000 | — | 30 Sep 2016 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.7%
|
749,747
|
$38,694,000 | — | 30 Sep 2016 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
717,946
|
$37,054,000 | — | 30 Sep 2016 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.5%
|
667,830
|
$34,467,000 | — | 30 Sep 2016 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
629,144
mixed-class rows
|
$32,488,000 | — | 30 Sep 2016 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
536,452
|
$26,443,000 | — | 30 Sep 2016 | |
| Mawer Investment Management Ltd. |
13F
|
Company |
1.1%
|
462,406
|
$23,865,000 | — | 30 Sep 2016 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
425,506
mixed-class rows
|
$22,005,000 | — | 30 Sep 2016 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.8%
|
351,322
|
$18,132,000 | — | 30 Sep 2016 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.78%
|
342,851
|
$17,694,000 | — | 30 Sep 2016 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.78%
|
342,070
|
$17,654,000 | — | 30 Sep 2016 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
325,267
|
$16,787,000 | — | 30 Sep 2016 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.74%
|
324,238
|
$16,657,000 | — | 30 Sep 2016 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
—
mixed-class rows
|
285,367
mixed-class rows
|
$14,730,000 | — | 30 Sep 2016 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.62%
|
270,700
|
$13,971,000 | — | 30 Sep 2016 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.6%
|
263,989
|
$13,624,000 | — | 30 Sep 2016 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
0.6%
|
260,981
|
$13,469,000 | — | 30 Sep 2016 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.57%
|
251,669
|
$12,989,000 | — | 30 Sep 2016 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.57%
|
249,637
|
$12,884,000 | — | 30 Sep 2016 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
mixed-class rows
|
239,421
mixed-class rows
|
$12,358,000 | — | 30 Sep 2016 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.49%
|
212,583
|
$10,971,000 | — | 30 Sep 2016 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.49%
|
212,419
|
$10,963,000 | — | 30 Sep 2016 | |
| CENTRAL SECURITIES CORP |
13F
|
Company |
0.46%
|
200,000
|
$10,322,000 | — | 30 Sep 2016 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
188,579
mixed-class rows
|
$9,746,000 | — | 30 Sep 2016 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.42%
|
184,162
|
$9,505,000 | — | 30 Sep 2016 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.41%
|
179,490
|
$9,263,000 | — | 30 Sep 2016 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.38%
|
165,883
|
$8,562,000 | — | 30 Sep 2016 | |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.33%
|
144,601
|
$7,462,000 | — | 30 Sep 2016 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.33%
|
143,946
|
$7,429,000 | — | 30 Sep 2016 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.33%
|
142,640
|
$7,362,000 | — | 30 Sep 2016 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.3%
|
133,023
|
$6,865,000 | — | 30 Sep 2016 | |
| Willis Investment Counsel |
13F
|
Company |
0.3%
|
132,705
|
$6,849,000 | — | 30 Sep 2016 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.3%
|
129,842
|
$6,701,000 | — | 30 Sep 2016 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.26%
|
114,905
|
$5,932,000 | — | 30 Sep 2016 | |
| GREAT LAKES ADVISORS, LLC |
13F
|
Company |
0.26%
|
112,560
|
$5,809,000 | — | 30 Sep 2016 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
0.25%
|
108,870
|
$5,619,000 | — | 30 Sep 2016 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q4 2016
As of 31 Dec 2016,
John Wiley & Sons, Inc. - Class B (JWB) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
112,249 shares.
The largest 10 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, GOLDMAN SACHS GROUP INC, Reynders McVeigh Capital Management, LLC, MORGAN STANLEY, and GRANDFIELD & DODD, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2016 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2016 vs Q3 2016 Across Filers
Q3 2016 holders
14
Q4 2016 holders
10
Holder diff
-4
| Investor | Q3 2016 Shares | Q4 2016 Shares | Share Diff | Share Chg % | Q3 2016 Value $ | Q4 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.