- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 114,435
- Share change
- +6,263
- Total reported value
- $7,022,000
- Price per share
- $61.36
- Number of holders
- 13
- Value change
- +$384,404
- Number of buys
- 6
- Number of sells
- 1
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 | |
| BlackRock Finance, Inc. |
13F
|
Company |
11%
|
4,737,397
|
$295,613,000 | — | 30 Jun 2018 | |
| VANGUARD GROUP INC |
13F
|
Company |
11%
|
4,732,615
|
$295,315,000 | — | 30 Jun 2018 | |
| STATE STREET CORP |
13F
|
Company |
7.9%
|
3,472,611
|
$216,687,000 | — | 30 Jun 2018 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
7.7%
|
3,379,690
|
$210,893,000 | — | 30 Jun 2018 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
3.8%
|
1,683,084
|
$105,025,000 | — | 30 Jun 2018 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,353,092
mixed-class rows
|
$84,439,000 | — | 30 Jun 2018 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
3%
|
1,317,139
|
$82,189,000 | — | 30 Jun 2018 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2.7%
|
1,196,876
|
$75,208,000 | — | 30 Jun 2018 | |
| AJO, LP |
13F
|
Company |
2.5%
|
1,087,984
|
$67,890,000 | — | 30 Jun 2018 | |
| Invesco Ltd. |
13F
|
Company |
2.4%
|
1,031,089
|
$64,340,000 | — | 30 Jun 2018 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.1%
|
910,282
|
$56,802,000 | — | 30 Jun 2018 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
mixed-class rows
|
839,958
mixed-class rows
|
$52,416,000 | — | 30 Jun 2018 | |
| HERMES INVESTMENT MANAGEMENT LTD |
13F
|
Company |
1.9%
|
826,216
|
$51,556,000 | — | 30 Jun 2018 | |
| NORGES BANK |
13F
|
Company |
1.8%
|
802,015
|
$50,046,000 | — | 30 Jun 2018 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
1.7%
|
758,357
|
$47,321,000 | — | 30 Jun 2018 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1.4%
|
599,046
|
$37,384,000 | — | 30 Jun 2018 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
1%
|
444,710
|
$27,750,000 | — | 30 Jun 2018 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.95%
|
417,209
|
$26,033,000 | — | 30 Jun 2018 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
381,266
mixed-class rows
|
$23,796,000 | — | 30 Jun 2018 | |
| FMR LLC |
13F
|
Company |
0.84%
|
368,845
|
$23,016,000 | — | 30 Jun 2018 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.82%
|
358,508
|
$22,371,000 | — | 30 Jun 2018 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.81%
|
354,319
|
$22,109,000 | — | 30 Jun 2018 | |
| PRUDENTIAL FINANCIAL INC |
13F
|
Company |
0.78%
|
339,715
|
$21,198,000 | — | 30 Jun 2018 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.72%
|
313,953
|
$19,591,000 | — | 30 Jun 2018 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.67%
|
295,222
|
$18,422,000 | — | 30 Jun 2018 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.67%
|
291,678
|
$18,201,000 | — | 30 Jun 2018 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.63%
|
274,010
|
$17,099,000 | — | 30 Jun 2018 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.59%
|
258,436
|
$16,126,000 | — | 30 Jun 2018 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
252,211
mixed-class rows
|
$15,738,000 | — | 30 Jun 2018 | |
| Man Group plc |
13F
|
Company |
0.56%
|
245,411
|
$15,313,000 | — | 30 Jun 2018 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.53%
|
232,714
|
$14,520,000 | — | 30 Jun 2018 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.53%
|
231,934
|
$14,472,000 | — | 30 Jun 2018 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.5%
|
220,282
|
$13,746,000 | — | 30 Jun 2018 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
mixed-class rows
|
213,589
mixed-class rows
|
$13,328,000 | — | 30 Jun 2018 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.49%
|
212,603
|
$13,267,000 | — | 30 Jun 2018 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.44%
|
190,691
|
$11,899,000 | — | 30 Jun 2018 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.43%
|
189,962
|
$11,854,000 | — | 30 Jun 2018 | |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income |
13F
|
Company |
0.41%
|
181,029
|
$11,296,000 | — | 30 Jun 2018 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.38%
|
168,131
|
$10,491,000 | — | 30 Jun 2018 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.37%
|
163,802
|
$10,234,000 | — | 30 Jun 2018 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.37%
|
162,592
|
$10,144,000 | — | 30 Jun 2018 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.37%
|
161,204
|
$10,059,000 | — | 30 Jun 2018 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.36%
|
155,913
|
$9,728,000 | — | 30 Jun 2018 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.34%
|
150,128
|
$9,368,000 | — | 30 Jun 2018 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.32%
|
142,118
|
$8,868,000 | — | 30 Jun 2018 | |
| FIRST QUADRANT LLC/CA |
13F
|
Company |
0.31%
|
137,362
|
$8,571,000 | — | 30 Jun 2018 | |
| Willis Investment Counsel |
13F
|
Company |
0.31%
|
135,650
|
$8,465,000 | — | 30 Jun 2018 | |
| Foundry Partners, LLC |
13F
|
Company |
0.31%
|
133,892
|
$8,355,000 | — | 30 Jun 2018 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
0.3%
|
133,470
|
$8,328,000 | — | 30 Jun 2018 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q3 2018
As of 30 Sep 2018,
John Wiley & Sons, Inc. - Class B (JWB) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
114,435 shares.
The largest 10 holders included
ROYAL BANK OF CANADA, DIMENSIONAL FUND ADVISORS LP, CANNELL PETER B & CO INC, Neuberger Berman Group LLC, GABELLI FUNDS LLC, CSS LLC/IL, MORGAN STANLEY, CITADEL ADVISORS LLC, Bank of New York Mellon Corp, and UBS Group AG.
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2018 vs Q2 2018 Across Filers
Q2 2018 holders
11
Q3 2018 holders
13
Holder diff
2
| Investor | Q2 2018 Shares | Q3 2018 Shares | Share Diff | Share Chg % | Q2 2018 Value $ | Q3 2018 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.