Security key
968223305
- Security type / class
- Equity / Class B
- Total 13F shares
- 319,985
- Total 13F value
- $12,158,744
- Share change
- +70,797
- SEC-reported price per share
- $38.01
- Number of holders
- 12
- Value change
- +$2,690,393
- Number of buys
- 3
- Number of sells
- 3
- Shares outstanding
- 8,957,926
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2024
Institutions
12
Top holders
10
JWB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2024
Previous quarter: Q4 2023
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
Clarkston Capital Partner...
Disclosed value leader
Clarkston Capital Partner...
Comparable rows
15/15
Latest evidence
31 Dec 2023
13F
Lead comparable stake: 10%
Showing 1-6 of 15 holder rows.
Quick read
Clarkston Capital Partners, LLC leads the comparable SEC ownership view at 10%.
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.
Comparable ownership
Top 5
Clarkston Capital Partners, LLC
10%
STATE STREET CORP
5.8%
SCHRODER INVESTMENT MANAGEMENT GROUP
3.3%
Bank of New York Mellon Corp
2.3%
PALISADE CAPITAL MANAGEMENT, LP
2.3%
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 |
|---|---|---|---|---|---|
| Clarkston Capital Partners, LLC |
13F
Company
|
10%
|
$134,389,318
4,234,068 shares
|
— | 31 Dec 2023 |
| STATE STREET CORP |
13F
Company
|
5.8%
|
$79,307,068
2,471,597 shares
|
— | 31 Dec 2023 |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
Company
|
3.3%
|
$44,499,544
1,402,002 shares
|
— | 31 Dec 2023 |
| Bank of New York Mellon Corp |
13F
Company
|
2.3%
|
$31,670,857
997,822 shares
|
— | 31 Dec 2023 |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
Company
|
2.3%
|
$31,070,254
978,899 shares
|
— | 31 Dec 2023 |
| Burgundy Asset Management Ltd. |
13F
Company
|
2.2%
|
$30,179,598
950,838 shares
|
— | 31 Dec 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 Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
319,985
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 Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
12
Q1 2024 holders
12
Holder diff
0
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend