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