- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 266,671
- Share change
- +15,967
- Total reported value
- $8,972,956
- Price per share
- $33.92
- Number of holders
- 11
- Value change
- +$536,261
- 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 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
mixed-class rows
|
5,023,557
mixed-class rows
|
$194,763,255 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
11%
|
4,901,287
|
$190,022,897 | — | 31 Mar 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
4,838,741
mixed-class rows
|
$187,594,139 | — | 31 Mar 2023 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
6.6%
|
2,882,620
|
$111,759,169 | — | 31 Mar 2023 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
4.8%
|
2,097,745
|
$81,329,574 | — | 31 Mar 2023 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
4.6%
|
2,011,211
|
$77,974,654 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,641,298
mixed-class rows
|
$63,599,053 | — | 31 Mar 2023 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.2%
|
983,552
|
$38,132,311 | — | 31 Mar 2023 | |
| ProShare Advisors LLC |
13F
|
Company |
2.2%
|
979,672
|
$37,981,883 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
2%
|
870,869
|
$33,763,566 | — | 31 Mar 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
828,887
|
$32,135,948 | — | 31 Mar 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
777,048
|
$30,126,151 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.6%
|
700,300
|
$27,150,635 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
686,502
mixed-class rows
|
$26,528,304 | — | 31 Mar 2023 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
663,856
mixed-class rows
|
$25,706,279 | — | 31 Mar 2023 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
1.4%
|
596,435
|
$23,123,785 | — | 31 Mar 2023 | |
| Boston Partners |
13F
|
Company |
1.3%
|
581,710
|
$22,503,468 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
548,124
|
$21,250,768 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
538,599
|
$20,881,484 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1%
|
455,696
|
$17,667,000 | — | 31 Mar 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.93%
|
407,505
|
$15,798,959 | — | 31 Mar 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.77%
|
337,088
|
$13,068,867 | — | 31 Mar 2023 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.77%
|
335,777
|
$13,018,113 | — | 31 Mar 2023 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.75%
|
329,069
|
$12,758,000 | — | 31 Mar 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.67%
|
291,290
|
$11,293,313 | — | 31 Mar 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.62%
|
270,785
|
$10,498,335 | — | 31 Mar 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.61%
|
266,619
|
$10,336,819 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.5%
|
219,900
|
$8,525,000 | — | 31 Mar 2023 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.49%
|
213,596
|
$8,281,000 | — | 31 Mar 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.42%
|
183,704
|
$7,122,000 | — | 31 Mar 2023 | |
| Willis Investment Counsel |
13F
|
Company |
0.41%
|
179,049
|
$6,941,730 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.41%
|
178,695
|
$6,928,005 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.38%
|
166,611
|
$6,456,688 | — | 31 Mar 2023 | |
| NORGES BANK |
13F
|
Company |
0.36%
|
156,067
|
$6,050,718 | — | 31 Mar 2023 | |
| Brian A. Napack |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
183,525
|
$5,868,249 | — | 30 Jun 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.33%
|
144,734
|
$5,611,000 | — | 31 Mar 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.33%
|
144,555
|
$5,604,351 | — | 31 Mar 2023 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.33%
|
144,398
|
$5,598,000 | — | 31 Mar 2023 | |
| SYCOMORE ASSET MANAGEMENT |
13F
|
Company |
0.33%
|
143,246
|
$5,261,000 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
mixed-class rows
|
123,770
mixed-class rows
|
$4,798,576 | — | 31 Mar 2023 | |
| Amundi |
13F
|
Individual |
0.23%
|
102,851
|
$3,901,733 | — | 31 Mar 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.23%
|
99,127
|
$3,843,154 | — | 31 Mar 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.22%
|
97,591
|
$3,783,603 | — | 31 Mar 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.22%
|
97,177
|
$3,767,552 | — | 31 Mar 2023 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.22%
|
96,304
|
$3,733,706 | — | 31 Mar 2023 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
95,700
|
$3,710,289 | — | 31 Mar 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.21%
|
91,444
|
$3,544,482 | — | 31 Mar 2023 | |
| SEIZERT CAPITAL PARTNERS, LLC |
13F
|
Company |
0.2%
|
89,688
|
$3,477,204 | — | 31 Mar 2023 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.2%
|
86,354
|
$3,347,945 | — | 31 Mar 2023 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q2 2023
As of 30 Jun 2023,
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
266,671 shares.
The largest 10 holders included
MORGAN STANLEY, Royal Bank of Canada, DIMENSIONAL FUND ADVISORS LP, Cannell & Co., CALDWELL SUTTER CAPITAL, INC., Neuberger Berman Group LLC, UBS Group AG, VANGUARD GROUP INC, Tower Research Capital LLC (TRC), and BlackRock Inc..
This page lists
11
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
13
Q2 2023 holders
11
Holder diff
-2
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.