- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 255,267
- Share change
- +140,073
- Total reported value
- $10,060,981
- Price per share
- $39.50
- Number of holders
- 12
- Value change
- +$5,536,196
- Number of buys
- 3
- Number of sells
- 5
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 |
—
mixed-class rows
|
4,998,072
mixed-class rows
|
$187,726,000 | — | 30 Sep 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
4,687,258
mixed-class rows
|
$176,052,000 | — | 30 Sep 2022 | |
| STATE STREET CORP |
13F
|
Company |
11%
|
4,634,264
|
$174,063,000 | — | 30 Sep 2022 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
6.3%
|
2,757,929
|
$103,588,000 | — | 30 Sep 2022 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
5%
|
2,204,225
|
$82,791,000 | — | 30 Sep 2022 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
4.9%
|
2,123,555
|
$79,761,000 | — | 30 Sep 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,580,164
mixed-class rows
|
$59,418,000 | — | 30 Sep 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
2.2%
|
981,362
|
$36,860,000 | — | 30 Sep 2022 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.1%
|
940,235
|
$35,315,000 | — | 30 Sep 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.9%
|
842,123
|
$31,630,000 | — | 30 Sep 2022 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
803,888
|
$30,194,000 | — | 30 Sep 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.7%
|
762,602
|
$28,643,000 | — | 30 Sep 2022 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
1.7%
|
757,171
|
$28,439,000 | — | 30 Sep 2022 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
727,211
mixed-class rows
|
$27,328,000 | — | 30 Sep 2022 | |
| ProShare Advisors LLC |
13F
|
Company |
1.6%
|
717,770
|
$26,960,000 | — | 30 Sep 2022 | |
| MORGAN STANLEY |
13F
|
Company |
1.3%
|
552,783
|
$20,763,000 | — | 30 Sep 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
549,646
|
$20,645,000 | — | 30 Sep 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
515,036
|
$19,345,000 | — | 30 Sep 2022 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
1.1%
|
496,131
|
$18,635,000 | — | 30 Sep 2022 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
1%
|
458,153
|
$17,208,000 | — | 30 Sep 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.99%
|
434,606
|
$16,323,000 | — | 30 Sep 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.99%
|
432,156
|
$16,232,000 | — | 30 Sep 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.98%
|
430,023
|
$16,151,000 | — | 30 Sep 2022 | |
| Boston Partners |
13F
|
Company |
0.86%
|
377,767
|
$14,424,000 | — | 30 Sep 2022 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.82%
|
359,501
|
$13,503,000 | — | 30 Sep 2022 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.77%
|
335,051
|
$12,580,000 | — | 30 Sep 2022 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.6%
|
263,718
|
$9,905,000 | — | 30 Sep 2022 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.56%
|
246,775
|
$9,268,000 | — | 30 Sep 2022 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.54%
|
235,006
|
$8,826,000 | — | 30 Sep 2022 | |
| EATON VANCE MANAGEMENT |
13F
|
Company |
—
mixed-class rows
|
205,288
mixed-class rows
|
$7,810,000 | — | 30 Sep 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.46%
|
202,332
|
$7,599,000 | — | 30 Sep 2022 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.45%
|
197,189
|
$7,413,000 | — | 30 Sep 2022 | |
| NORGES BANK |
13F
|
Company |
0.43%
|
187,588
|
$7,045,805 | — | 30 Sep 2022 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.42%
|
182,337
|
$6,855,000 | — | 30 Sep 2022 | |
| Willis Investment Counsel |
13F
|
Company |
0.4%
|
173,603
|
$6,521,000 | — | 30 Sep 2022 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.34%
|
150,493
|
$5,653,000 | — | 30 Sep 2022 | |
| SYCOMORE ASSET MANAGEMENT |
13F
|
Company |
0.33%
|
143,246
|
$5,531,000 | — | 30 Sep 2022 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.33%
|
142,393
|
$5,348,000 | — | 30 Sep 2022 | |
| Man Group plc |
13F
|
Company |
0.32%
|
140,973
|
$5,295,000 | — | 30 Sep 2022 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.32%
|
138,451
|
$5,200,000 | — | 30 Sep 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.31%
|
136,202
|
$5,116,000 | — | 30 Sep 2022 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
0.31%
|
135,122
|
$5,075,000 | — | 30 Sep 2022 | |
| UBS Group AG |
13F
|
Company |
—
mixed-class rows
|
119,071
mixed-class rows
|
$4,472,000 | — | 30 Sep 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.26%
|
114,886
|
$4,315,000 | — | 30 Sep 2022 | |
| Swiss National Bank |
13F
|
Company |
0.24%
|
105,100
|
$3,948,000 | — | 30 Sep 2022 | |
| Amundi |
13F
|
Individual |
0.23%
|
100,595
|
$3,914,000 | — | 30 Sep 2022 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.22%
|
96,886
|
$3,639,000 | — | 30 Sep 2022 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.2%
|
87,770
|
$3,297,000 | — | 30 Sep 2022 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.18%
|
79,587
|
$2,989,000 | — | 30 Sep 2022 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q4 2022
As of 31 Dec 2022,
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
255,267 shares.
The largest 10 holders included
MORGAN STANLEY, Royal Bank of Canada, DIMENSIONAL FUND ADVISORS LP, Cannell & Co., Neuberger Berman Group LLC, UBS Group AG, VANGUARD GROUP INC, CSS LLC/IL, BANK OF AMERICA CORP /DE/, and CALDWELL SUTTER CAPITAL, INC..
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
12
Q4 2022 holders
12
Holder diff
0
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 2022 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.