- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 266,518
- Share change
- -153
- Total reported value
- $9,963,196
- Price per share
- $37.38
- Number of holders
- 12
- Value change
- -$5,738
- 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.
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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.
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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 | |
| Celia Wiley |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
8,612,937
mixed-class rows
|
$383,924,313 | — | 06 Sep 2023 | |
| Elizabeth H. Wiley |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
8,590,674
mixed-class rows
|
$382,931,384 | — | 06 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
mixed-class rows
|
6,932,702
mixed-class rows
|
$235,919,833 | — | 30 Jun 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
5,349,001
mixed-class rows
|
$182,025,798 | — | 30 Jun 2023 | |
| STATE STREET CORP |
13F
|
Company |
12%
|
5,272,483
|
$179,422,596 | — | 30 Jun 2023 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
6.8%
|
2,876,698
|
$97,894,025 | — | 30 Jun 2023 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
4.7%
|
2,004,890
|
$68,226,407 | — | 30 Jun 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
1,647,296
mixed-class rows
|
$56,036,273 | — | 30 Jun 2023 | |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
|
Company |
2.6%
|
1,106,203
|
$37,644,097 | — | 30 Jun 2023 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.4%
|
1,032,823
|
$35,146,967 | — | 30 Jun 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
2%
|
865,350
|
$29,447,863 | — | 30 Jun 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2%
|
864,240
|
$29,410,092 | — | 30 Jun 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
859,759
|
$29,257,598 | — | 30 Jun 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
791,914
|
$26,948,833 | — | 30 Jun 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
770,041
mixed-class rows
|
$26,188,511 | — | 30 Jun 2023 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
1.6%
|
659,674
|
$22,448,706 | — | 30 Jun 2023 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
1.4%
|
574,434
|
$19,547,989 | — | 30 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
560,490
|
$19,073,475 | — | 30 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
447,504
|
$15,228,561 | — | 30 Jun 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1%
|
427,863
|
$14,560,178 | — | 30 Jun 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.88%
|
374,866
|
$12,756,690 | — | 30 Jun 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.87%
|
372,241
|
$12,667,328 | — | 30 Jun 2023 | |
| GRANDFIELD & DODD, LLC |
13F
|
Company |
0.76%
|
324,804
|
$11,053,114 | — | 30 Jun 2023 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.64%
|
271,115
|
$9,226,043 | — | 30 Jun 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.64%
|
270,242
|
$9,196,335 | — | 30 Jun 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.62%
|
263,077
|
$8,952,503 | — | 30 Jun 2023 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.58%
|
248,057
|
$8,441,379 | — | 30 Jun 2023 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.56%
|
238,007
|
$8,099,000 | — | 30 Jun 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.52%
|
221,440
|
$7,535,603 | — | 30 Jun 2023 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.52%
|
219,397
|
$7,466,080 | — | 30 Jun 2023 | |
| ProShare Advisors LLC |
13F
|
Company |
0.5%
|
212,865
|
$7,243,796 | — | 30 Jun 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.49%
|
206,572
|
$7,029,645 | — | 30 Jun 2023 | |
| VAN ECK ASSOCIATES CORP |
13F
|
Company |
0.45%
|
193,520
|
$6,585,000 | — | 30 Jun 2023 | |
| Brian A. Napack |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
183,525
|
$5,868,249 | — | 30 Jun 2023 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.36%
|
154,111
|
$5,244,397 | — | 30 Jun 2023 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.33%
|
142,475
|
$4,848,424 | — | 30 Jun 2023 | |
| Cannell & Co. |
13F
|
Company |
—
mixed-class rows
|
136,467
mixed-class rows
|
$4,623,372 | — | 30 Jun 2023 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.31%
|
130,057
|
$4,425,840 | — | 30 Jun 2023 | |
| MACQUARIE GROUP LTD |
13F
|
Company |
0.3%
|
126,695
|
$4,311,000 | — | 30 Jun 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.29%
|
123,119
|
$4,189,740 | — | 30 Jun 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.28%
|
118,761
|
$4,041,437 | — | 30 Jun 2023 | |
| Clean Yield Group |
13F
|
Company |
0.26%
|
112,559
|
$3,830,383 | — | 30 Jun 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.26%
|
110,069
|
$3,745,622 | — | 30 Jun 2023 | |
| SYCOMORE ASSET MANAGEMENT |
13F
|
Company |
0.24%
|
103,719
|
$3,447,000 | — | 30 Jun 2023 | |
| Swiss National Bank |
13F
|
Company |
0.22%
|
95,700
|
$3,256,671 | — | 30 Jun 2023 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.22%
|
94,177
|
$3,204,846 | — | 30 Jun 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
mixed-class rows
|
91,888
mixed-class rows
|
$3,126,935 | — | 30 Jun 2023 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.21%
|
88,466
|
$3,024,653 | — | 30 Jun 2023 | |
| NORGES BANK |
13F
|
Company |
0.21%
|
87,309
|
$2,971,125 | — | 30 Jun 2023 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q3 2023
As of 30 Sep 2023,
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
266,518 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 BANK OF MONTREAL /CAN/.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
11
Q3 2023 holders
12
Holder diff
1
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 Value $ | Q3 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.