John Wiley & Sons, Inc. - Class B (JWB)

CUSIP: 968223305

Q1 2017 13F Holders as of 31 Mar 2017

Type / Class
Equity / Class B
Shares outstanding
8,957,926
Total 13F shares
96,492
Share change
-15,757
Total reported value
$5,232,000
Price per share
$54.23
Number of holders
8
Value change
-$857,734
Number of buys
1
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 968223305?
CUSIP 968223305 identifies JWB - John Wiley & Sons, Inc. - Class B in SEC institutional holdings data.

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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%
5,010,674
$273,079,000 31 Dec 2016
13F
VANGUARD GROUP INC
13F
Company
9.2%
4,036,568
$219,993,000 31 Dec 2016
13F
STATE STREET CORP
13F
Company
7.5%
3,276,161
$178,554,000 31 Dec 2016
13F
Champlain Investment Partners, LLC
13F
Company
6.1%
2,678,565
$145,982,000 31 Dec 2016
13F
BlackRock Fund Advisors
13F
Company
4%
1,768,877
$96,404,000 31 Dec 2016
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
3.5%
1,549,824
$84,465,000 31 Dec 2016
13F
Clarkston Capital Partners, LLC
13F
Company
3.5%
1,521,965
$82,947,000 31 Dec 2016
13F
BlackRock Institutional Trust Company, N.A.
13F
Company
3.1%
1,374,134
$74,890,000 31 Dec 2016
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
2.8%
1,234,071
$67,257,000 31 Dec 2016
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
1,205,146
mixed-class rows
$65,683,000 31 Dec 2016
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
2.6%
1,145,710
$62,442,000 31 Dec 2016
13F
HERMES INVESTMENT MANAGEMENT LTD
13F
Company
2.5%
1,093,509
$59,596,000 31 Dec 2016
13F
FMR LLC
13F
Company
2.2%
977,541
$53,276,000 31 Dec 2016
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
1.9%
813,016
$44,310,000 31 Dec 2016
13F
GOLDMAN SACHS GROUP INC
13F
Company
mixed-class rows
804,088
mixed-class rows
$43,825,000 31 Dec 2016
13F
Invesco Ltd.
13F
Company
1.7%
758,955
$41,363,000 31 Dec 2016
13F
Van Berkom & Associates Inc.
13F
Company
1.5%
657,365
$35,826,000 31 Dec 2016
13F
NORGES BANK
13F
Company
1.2%
536,452
$29,237,000 31 Dec 2016
13F
Bank of New York Mellon Corp
13F
Company
1.2%
535,970
$29,210,000 31 Dec 2016
13F
Mawer Investment Management Ltd.
13F
Company
1%
451,911
$24,629,000 31 Dec 2016
13F
Cannell & Co.
13F
Company
mixed-class rows
417,771
mixed-class rows
$22,772,000 31 Dec 2016
13F
STIFEL FINANCIAL CORP
13F
Company
0.9%
396,141
$21,564,000 31 Dec 2016
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
0.83%
362,890
$19,778,000 31 Dec 2016
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.82%
360,536
$19,649,000 31 Dec 2016
13F
NORTHERN TRUST CORP
13F
Company
0.79%
347,104
$18,917,000 31 Dec 2016
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.78%
340,469
$18,555,000 31 Dec 2016
13F
OPPENHEIMER & CO INC
13F
Company
0.77%
339,070
$18,479,000 31 Dec 2016
13F
GRANDFIELD & DODD, LLC
13F
Company
mixed-class rows
291,682
mixed-class rows
$15,896,000 31 Dec 2016
13F
NORDEA INVESTMENT MANAGEMENT AB
13F
Company
0.64%
278,800
$15,195,000 31 Dec 2016
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.61%
265,339
$14,462,000 31 Dec 2016
13F
LOOMIS SAYLES & CO L P
13F
Company
0.57%
248,727
$13,556,000 31 Dec 2016
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.56%
245,782
$13,395,000 31 Dec 2016
13F
MORGAN STANLEY
13F
Company
mixed-class rows
231,602
mixed-class rows
$12,623,000 31 Dec 2016
13F
ROYCE & ASSOCIATES LP
13F
Company
0.5%
220,739
$12,030,000 31 Dec 2016
13F
Nationwide Fund Advisors
13F
Company
0.48%
208,927
$11,387,000 31 Dec 2016
13F
CENTRAL SECURITIES CORP
13F
Company
0.46%
200,000
$10,900,000 31 Dec 2016
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.43%
189,793
$10,343,000 31 Dec 2016
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.42%
183,160
$9,983,000 31 Dec 2016
13F
TIAA CREF INVESTMENT MANAGEMENT LLC
13F
Company
0.39%
172,248
$9,388,000 31 Dec 2016
13F
BlackRock Investment Management, LLC
13F
Company
0.35%
155,379
$8,468,000 31 Dec 2016
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
0.32%
139,146
$7,583,000 31 Dec 2016
13F
JPMORGAN CHASE & CO
13F
Company
0.31%
136,626
$7,447,000 31 Dec 2016
13F
AMUNDI ASSET MANAGEMENT US, INC.
13F
Company
0.31%
135,281
$7,373,000 31 Dec 2016
13F
Willis Investment Counsel
13F
Company
0.3%
133,190
$7,259,000 31 Dec 2016
13F
ProShare Advisors LLC
13F
Company
0.29%
129,039
$7,033,000 31 Dec 2016
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.27%
118,054
$6,435,000 31 Dec 2016
13F
GREAT LAKES ADVISORS, LLC
13F
Company
0.26%
114,595
$6,245,000 31 Dec 2016
13F
TEACHERS ADVISORS, LLC
13F
Company
0.25%
111,071
$6,053,000 31 Dec 2016
13F
EAGLE BOSTON INVESTMENT MANAGEMENT INC
13F
Company
0.24%
103,335
$5,631,000 31 Dec 2016
13F

Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q1 2017

As of 31 Mar 2017, John Wiley & Sons, Inc. - Class B (JWB) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 96,492 shares. The largest 8 holders included ROYAL BANK OF CANADA, CANNELL PETER B & CO INC, DIMENSIONAL FUND ADVISORS LP, Neuberger Berman Group LLC, GABELLI FUNDS LLC, Reynders McVeigh Capital Management, LLC, UBS Group AG, and MORGAN STANLEY. This page lists 8 institutional shareholders reporting positions in this security for the Q1 2017 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2017 vs Q4 2016 Across Filers

Q4 2016 holders
10
Q1 2017 holders
8
Holder diff
-2
Investor Q4 2016 Shares Q1 2017 Shares Share Diff Share Chg % Q4 2016 Value $ Q1 2017 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.
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