- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 227,221
- Share change
- +79,574
- Total reported value
- $13,613,000
- Price per share
- $59.92
- Number of holders
- 12
- Value change
- +$4,769,793
- Number of buys
- 3
- Number of sells
- 3
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 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
4,343,806
mixed-class rows
|
$235,427,000 | — | 31 Mar 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
mixed-class rows
|
3,988,690
mixed-class rows
|
$216,186,000 | — | 31 Mar 2021 | |
| STATE STREET CORP |
13F
|
Company |
7.5%
|
3,268,535
|
$177,155,000 | — | 31 Mar 2021 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
7%
|
3,064,754
|
$166,110,000 | — | 31 Mar 2021 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
5.5%
|
2,397,145
|
$129,925,000 | — | 31 Mar 2021 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
4.1%
|
1,780,320
|
$96,493,000 | — | 31 Mar 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,488,737
mixed-class rows
|
$80,672,000 | — | 31 Mar 2021 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
3.3%
|
1,452,988
|
$78,752,000 | — | 31 Mar 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
2.9%
|
1,249,224
|
$67,708,000 | — | 31 Mar 2021 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
2.2%
|
974,395
|
$52,812,000 | — | 31 Mar 2021 | |
| INVESTMENT COUNSELORS OF MARYLAND LLC |
13F
|
Company |
2%
|
893,507
|
$48,428,000 | — | 31 Mar 2021 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2%
|
887,882
|
$48,123,000 | — | 31 Mar 2021 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
807,923
mixed-class rows
|
$43,770,000 | — | 31 Mar 2021 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.5%
|
654,676
|
$35,483,000 | — | 31 Mar 2021 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1.3%
|
588,273
|
$31,885,000 | — | 31 Mar 2021 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.3%
|
576,685
|
$31,256,000 | — | 31 Mar 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
529,619
|
$28,705,000 | — | 31 Mar 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.2%
|
523,785
|
$28,390,000 | — | 31 Mar 2021 | |
| Invesco Ltd. |
13F
|
Company |
1.2%
|
520,956
|
$28,236,000 | — | 31 Mar 2021 | |
| NORGES BANK |
13F
|
Company |
1.2%
|
513,493
|
$27,831,000 | — | 31 Mar 2021 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1%
|
442,849
|
$24,003,000 | — | 31 Mar 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
1%
|
441,477
|
$23,928,000 | — | 31 Mar 2021 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.97%
|
422,960
|
$23,474,000 | — | 31 Mar 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.91%
|
397,479
|
$21,544,000 | — | 31 Mar 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.9%
|
395,262
|
$21,424,000 | — | 31 Mar 2021 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.88%
|
386,740
|
$20,961,000 | — | 31 Mar 2021 | |
| Clearline Capital LP |
13F
|
Company |
0.78%
|
341,458
|
$18,507,000 | — | 31 Mar 2021 | |
| ProShare Advisors LLC |
13F
|
Company |
0.76%
|
333,044
|
$18,051,000 | — | 31 Mar 2021 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.73%
|
321,137
|
$17,406,000 | — | 31 Mar 2021 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.71%
|
309,255
|
$16,762,000 | — | 31 Mar 2021 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.7%
|
305,168
|
$16,541,000 | — | 31 Mar 2021 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.69%
|
304,065
|
$16,480,000 | — | 31 Mar 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.66%
|
288,829
|
$15,654,000 | — | 31 Mar 2021 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.6%
|
262,123
|
$14,207,000 | — | 31 Mar 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.59%
|
259,721
|
$14,077,000 | — | 31 Mar 2021 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.57%
|
251,076
|
$13,608,000 | — | 31 Mar 2021 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.54%
|
237,130
|
$12,899,000 | — | 31 Mar 2021 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.44%
|
191,111
|
$10,358,000 | — | 31 Mar 2021 | |
| Man Group plc |
13F
|
Company |
0.43%
|
186,392
|
$10,102,000 | — | 31 Mar 2021 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.39%
|
172,013
|
$9,323,000 | — | 31 Mar 2021 | |
| OLD REPUBLIC INTERNATIONAL CORP |
13F
|
Company |
0.38%
|
167,000
|
$9,051,000 | — | 31 Mar 2021 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.4%
|
173,648
|
$8,962,000 | — | 31 Mar 2021 | |
| AMUNDI ASSET MANAGEMENT US, INC. |
13F
|
Company |
0.36%
|
158,657
|
$8,602,000 | — | 31 Mar 2021 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.32%
|
139,350
|
$7,552,000 | — | 31 Mar 2021 | |
| EATON VANCE MANAGEMENT |
13F
|
Company |
—
mixed-class rows
|
125,005
mixed-class rows
|
$6,714,000 | — | 31 Mar 2021 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.28%
|
120,992
|
$6,558,000 | — | 31 Mar 2021 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.27%
|
119,522
|
$6,478,000 | — | 31 Mar 2021 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.26%
|
114,455
|
$6,203,000 | — | 31 Mar 2021 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.26%
|
112,000
|
$6,070,000 | — | 31 Mar 2021 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q2 2021
As of 30 Jun 2021,
John Wiley & Sons, Inc. - Class B (JWB) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
227,221 shares.
The largest 10 holders included
EATON VANCE MANAGEMENT, DIMENSIONAL FUND ADVISORS LP, CANNELL PETER B & CO INC, UBS Group AG, Neuberger Berman Group LLC, VANGUARD GROUP INC, GABELLI FUNDS LLC, CSS LLC/IL, ROYAL BANK OF CANADA, and BlackRock Inc..
This page lists
12
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
12
Q2 2021 holders
12
Holder diff
0
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 2021 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.