Security key
968223305
- Security type / class
- Equity / Class B
- Total 13F shares
- 266,518
- Total 13F value
- $9,963,196
- Share change
- -153
- SEC-reported price per share
- $37.38
- Number of holders
- 12
- Value change
- -$5,738
- Number of buys
- 3
- Number of sells
- 2
- Shares outstanding
- 8,957,926
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
12
Top holders
10
JWB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
JOHN WILEY & SONS, INC. SEC filings
JOHN WILEY & SONS, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 968223305
Recent filing periods:
Ownership snapshot
Top reported holders of JWB - John Wiley & Sons, Inc. - Class B (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
STATE STREET CORP
Disclosed value leader
STATE STREET CORP
Comparable rows
15/15
Latest evidence
30 Jun 2023
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Quick read
STATE STREET CORP leads the comparable SEC ownership view at 12%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens STATE STREET CORP's linked filing trail.
Comparable ownership
Top 5
STATE STREET CORP
12%
Clarkston Capital Partners, LLC
6.8%
Champlain Investment Partners, LLC
4.7%
CARDINAL CAPITAL MANAGEMENT LLC /CT
2.6%
PALISADE CAPITAL MANAGEMENT, LP
2.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE STREET CORP |
13F
Company
|
12%
|
$179,422,596
5,272,483 shares
|
— | 30 Jun 2023 |
| Clarkston Capital Partners, LLC |
13F
Company
|
6.8%
|
$97,894,025
2,876,698 shares
|
— | 30 Jun 2023 |
| Champlain Investment Partners, LLC |
13F
Company
|
4.7%
|
$68,226,407
2,004,890 shares
|
— | 30 Jun 2023 |
| CARDINAL CAPITAL MANAGEMENT LLC /CT |
13F
Company
|
2.6%
|
$37,644,097
1,106,203 shares
|
— | 30 Jun 2023 |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
Company
|
2.4%
|
$35,146,967
1,032,823 shares
|
— | 30 Jun 2023 |
| Bank of New York Mellon Corp |
13F
Company
|
2%
|
$29,447,863
865,350 shares
|
— | 30 Jun 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
266,518
Rows available
12
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2023 vs Q1 2026 Across Filers
Q1 2026 holders
15
Q3 2023 holders
12
Holder diff
-3
| Investor | Q1 2026 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q1 2026 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend