- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 99,770
- Share change
- +2,931
- Total reported value
- $5,322,000
- Price per share
- $53.16
- Number of holders
- 9
- Value change
- +$155,992
- Number of buys
- 3
- Number of sells
- 2
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%
|
5,016,666
|
$264,629,000 | — | 30 Jun 2017 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.9%
|
4,331,246
|
$228,472,000 | — | 30 Jun 2017 | |
| BlackRock Finance, Inc. |
13F
|
Company |
8.8%
|
3,830,846
|
$202,076,000 | — | 30 Jun 2017 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
7.5%
|
3,267,113
|
$172,340,000 | — | 30 Jun 2017 | |
| STATE STREET CORP |
13F
|
Company |
7.1%
|
3,099,876
|
$163,526,000 | — | 30 Jun 2017 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
3.8%
|
1,673,557
|
$88,280,000 | — | 30 Jun 2017 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
3.6%
|
1,561,006
|
$82,343,000 | — | 30 Jun 2017 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
3.4%
|
1,474,303
|
$77,769,000 | — | 30 Jun 2017 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,302,237
mixed-class rows
|
$68,691,000 | — | 30 Jun 2017 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.9%
|
853,632
|
$45,029,000 | — | 30 Jun 2017 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.9%
|
825,957
|
$43,570,000 | — | 30 Jun 2017 | |
| NORGES BANK |
13F
|
Company |
1.8%
|
806,063
|
$42,520,000 | — | 30 Jun 2017 | |
| Invesco Ltd. |
13F
|
Company |
1.7%
|
737,527
|
$38,904,000 | — | 30 Jun 2017 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.5%
|
673,264
|
$35,516,000 | — | 30 Jun 2017 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.5%
|
669,331
|
$35,307,000 | — | 30 Jun 2017 | |
| Van Berkom & Associates Inc. |
13F
|
Company |
1.5%
|
663,365
|
$34,993,000 | — | 30 Jun 2017 | |
| FMR LLC |
13F
|
Company |
1%
|
450,700
|
$23,775,000 | — | 30 Jun 2017 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.95%
|
414,114
|
$21,844,000 | — | 30 Jun 2017 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.93%
|
405,337
|
$21,463,000 | — | 30 Jun 2017 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
403,131
mixed-class rows
|
$21,256,000 | — | 30 Jun 2017 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.84%
|
369,061
|
$19,467,000 | — | 30 Jun 2017 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.83%
|
363,312
|
$19,166,000 | — | 30 Jun 2017 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.81%
|
353,354
|
$18,639,000 | — | 30 Jun 2017 | |
| OPPENHEIMER & CO INC |
13F
|
Company |
0.77%
|
339,070
|
$17,886,000 | — | 30 Jun 2017 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.77%
|
337,016
|
$17,778,000 | — | 30 Jun 2017 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.67%
|
293,746
|
$15,495,000 | — | 30 Jun 2017 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.66%
|
288,084
|
$15,196,000 | — | 30 Jun 2017 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
277,946
mixed-class rows
|
$14,661,000 | — | 30 Jun 2017 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.6%
|
262,147
|
$13,828,000 | — | 30 Jun 2017 | |
| AJO, LP |
13F
|
Company |
0.58%
|
255,990
|
$13,503,000 | — | 30 Jun 2017 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.58%
|
255,644
|
$13,486,000 | — | 30 Jun 2017 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.55%
|
239,978
|
$12,659,000 | — | 30 Jun 2017 | |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.5%
|
219,784
|
$11,707,000 | — | 30 Jun 2017 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.5%
|
219,595
|
$11,584,000 | — | 30 Jun 2017 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.5%
|
218,732
|
$11,539,000 | — | 30 Jun 2017 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.48%
|
210,125
|
$11,084,000 | — | 30 Jun 2017 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.46%
|
202,025
|
$10,657,000 | — | 30 Jun 2017 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.43%
|
188,923
|
$9,966,000 | — | 30 Jun 2017 | |
| ProShare Advisors LLC |
13F
|
Company |
0.4%
|
175,249
|
$9,244,000 | — | 30 Jun 2017 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.33%
|
145,760
|
$7,689,000 | — | 30 Jun 2017 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.32%
|
138,014
|
$7,281,000 | — | 30 Jun 2017 | |
| Willis Investment Counsel |
13F
|
Company |
0.31%
|
136,795
|
$7,216,000 | — | 30 Jun 2017 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.31%
|
136,163
|
$7,185,000 | — | 30 Jun 2017 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
0.31%
|
134,381
|
$7,089,000 | — | 30 Jun 2017 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.3%
|
132,646
|
$6,997,000 | — | 30 Jun 2017 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.3%
|
131,913
|
$6,956,000 | — | 30 Jun 2017 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.3%
|
130,256
|
$6,871,000 | — | 30 Jun 2017 | |
| ROYCE & ASSOCIATES LP |
13F
|
Company |
0.28%
|
124,239
|
$6,554,000 | — | 30 Jun 2017 | |
| Foundry Partners, LLC |
13F
|
Company |
0.27%
|
120,183
|
$6,340,000 | — | 30 Jun 2017 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q3 2017
As of 30 Sep 2017,
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
99,770 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, MORGAN STANLEY, Reynders McVeigh Capital Management, LLC, UBS Group AG, and BANK OF AMERICA CORP /DE/.
This page lists
9
institutional shareholders reporting positions in this security
for the Q3 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2017 vs Q2 2017 Across Filers
Q2 2017 holders
9
Q3 2017 holders
9
Holder diff
0
| Investor | Q2 2017 Shares | Q3 2017 Shares | Share Diff | Share Chg % | Q2 2017 Value $ | Q3 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.