- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 227,580
- Share change
- +359
- Total reported value
- $12,218,000
- Price per share
- $52.17
- Number of holders
- 11
- Value change
- +$19,620
- Number of buys
- 1
- 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.
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- 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.
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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 |
—
mixed-class rows
|
5,157,742
mixed-class rows
|
$310,393,000 | — | 30 Jun 2021 | |
| STATE STREET CORP |
13F
|
Company |
12%
|
5,043,778
|
$303,535,000 | — | 30 Jun 2021 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
4,504,519
mixed-class rows
|
$271,079,000 | — | 30 Jun 2021 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
6.8%
|
2,996,204
|
$180,312,000 | — | 30 Jun 2021 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
5.5%
|
2,386,685
|
$143,631,000 | — | 30 Jun 2021 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
3.7%
|
1,610,581
|
$96,925,000 | — | 30 Jun 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,442,368
mixed-class rows
|
$86,793,000 | — | 30 Jun 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
3.2%
|
1,400,746
|
$84,298,000 | — | 30 Jun 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
2.4%
|
1,049,472
|
$63,157,000 | — | 30 Jun 2021 | |
| INVESTMENT COUNSELORS OF MARYLAND LLC |
13F
|
Company |
2.2%
|
971,152
|
$58,444,000 | — | 30 Jun 2021 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
2.1%
|
900,900
|
$54,217,000 | — | 30 Jun 2021 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2%
|
879,317
|
$52,917,000 | — | 30 Jun 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
738,866
|
$44,464,000 | — | 30 Jun 2021 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
699,668
mixed-class rows
|
$42,100,000 | — | 30 Jun 2021 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
1.6%
|
699,204
|
$42,078,000 | — | 30 Jun 2021 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.5%
|
669,172
|
$40,271,000 | — | 30 Jun 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
623,348
|
$37,513,000 | — | 30 Jun 2021 | |
| ProShare Advisors LLC |
13F
|
Company |
1.2%
|
510,803
|
$30,740,000 | — | 30 Jun 2021 | |
| NORGES BANK |
13F
|
Company |
1.1%
|
499,579
|
$30,065,000 | — | 30 Jun 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
492,029
|
$29,611,000 | — | 30 Jun 2021 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
1%
|
442,243
|
$26,615,000 | — | 30 Jun 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
1%
|
437,781
|
$26,346,000 | — | 30 Jun 2021 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.97%
|
426,803
|
$25,685,000 | — | 30 Jun 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.97%
|
426,188
|
$25,647,000 | — | 30 Jun 2021 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.96%
|
420,440
|
$25,302,000 | — | 30 Jun 2021 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.95%
|
416,849
|
$25,086,000 | — | 30 Jun 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.93%
|
405,592
|
$24,409,000 | — | 30 Jun 2021 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.81%
|
355,031
|
$21,366,000 | — | 30 Jun 2021 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.7%
|
307,305
|
$18,490,000 | — | 30 Jun 2021 | |
| Clearline Capital LP |
13F
|
Company |
0.52%
|
229,341
|
$13,802,000 | — | 30 Jun 2021 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.53%
|
230,430
|
$13,790,000 | — | 30 Jun 2021 | |
| SYCOMORE ASSET MANAGEMENT |
13F
|
Company |
0.5%
|
217,767
|
$12,803,000 | — | 30 Jun 2021 | |
| EATON VANCE MANAGEMENT |
13F
|
Company |
—
mixed-class rows
|
207,303
mixed-class rows
|
$12,436,000 | — | 30 Jun 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.47%
|
205,043
|
$12,340,000 | — | 30 Jun 2021 | |
| Man Group plc |
13F
|
Company |
0.43%
|
188,178
|
$11,325,000 | — | 30 Jun 2021 | |
| Invesco Ltd. |
13F
|
Company |
0.42%
|
183,127
|
$11,021,000 | — | 30 Jun 2021 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.41%
|
180,344
|
$10,853,000 | — | 30 Jun 2021 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.39%
|
171,240
|
$10,305,000 | — | 30 Jun 2021 | |
| OLD REPUBLIC INTERNATIONAL CORP |
13F
|
Company |
0.38%
|
167,000
|
$10,050,000 | — | 30 Jun 2021 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.37%
|
163,831
|
$9,859,000 | — | 30 Jun 2021 | |
| Marshall Wace North America L.P. |
13F
|
Company |
0.35%
|
151,310
|
$9,106,000 | — | 30 Jun 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.34%
|
147,216
|
$8,859,000 | — | 30 Jun 2021 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.31%
|
137,334
|
$8,265,000 | — | 30 Jun 2021 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.3%
|
133,248
|
$8,019,000 | — | 30 Jun 2021 | |
| Amundi |
13F
|
Individual |
0.3%
|
132,434
|
$7,969,000 | — | 30 Jun 2021 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.26%
|
112,594
|
$6,766,000 | — | 30 Jun 2021 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.25%
|
108,966
|
$6,557,000 | — | 30 Jun 2021 | |
| Willis Investment Counsel |
13F
|
Company |
0.24%
|
105,177
|
$6,330,000 | — | 30 Jun 2021 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.23%
|
100,986
|
$6,077,000 | — | 30 Jun 2021 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q3 2021
As of 30 Sep 2021,
John Wiley & Sons, Inc. - Class B (JWB) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
227,580 shares.
The largest 10 holders included
EATON VANCE MANAGEMENT, DIMENSIONAL FUND ADVISORS LP, Cannell & Co., 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
11
institutional shareholders reporting positions in this security
for the Q3 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2021 vs Q2 2021 Across Filers
Q2 2021 holders
12
Q3 2021 holders
11
Holder diff
-1
| Investor | Q2 2021 Shares | Q3 2021 Shares | Share Diff | Share Chg % | Q2 2021 Value $ | Q3 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.