Security key
968223305
- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 312,271
- Share change
- -7,714
- Total reported value
- $12,702,029
- Price per share
- $40.61
- Number of holders
- 12
- Value change
- -$314,978
- Number of buys
- 3
- Number of sells
- 3
Report period
Q2 2024
Institutions
12
Top holders
10
JWB full security history
Newer quarter: Q3 2024
Previous quarter: Q1 2024
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 shareholders 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 the largest verified stakes, then open the linked filing trail.
Lead holder
Clarkston Capital Partners, LLC
13D/G signal
—
Evidence rows
50
Latest as of
31 Mar 2024
13F
Lead comparable stake: 9.7%
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Clarkston Capital Partners, LLC |
13F
Company
|
9.7%
|
$156,575,431
4,106,358 shares
|
— | 31 Mar 2024 |
| STATE STREET CORP |
13F
Company
|
3.8%
|
$61,187,058
1,604,696 shares
|
— | 31 Mar 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
Company
|
3.3%
|
$53,049,926
1,391,291 shares
|
— | 31 Mar 2024 |
| Madison Avenue Partners, LP |
13F
Company
|
3.2%
|
$52,114,978
1,366,771 shares
|
— | 31 Mar 2024 |
| Bank of New York Mellon Corp |
13F
Company
|
3%
|
$48,751,066
1,278,549 shares
|
— | 31 Mar 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
Company
|
2.5%
|
$40,439,648
1,060,573 shares
|
— | 31 Mar 2024 |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
Company
|
2.4%
|
$38,536,008
1,010,648 shares
|
— | 31 Mar 2024 |
| Burgundy Asset Management Ltd. |
13F
Company
|
2.3%
|
$37,071,511
972,240 shares
|
— | 31 Mar 2024 |
| Invesco Ltd. |
13F
Company
|
1.9%
|
$30,217,644
792,490 shares
|
— | 31 Mar 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
Company
|
1.6%
|
$25,405,752
666,293 shares
|
— | 31 Mar 2024 |
| JPMORGAN CHASE & CO |
13F
Company
|
1.4%
|
$23,311,576
611,371 shares
|
— | 31 Mar 2024 |
| Man Group plc |
13F
Company
|
1.2%
|
$18,900,545
495,687 shares
|
— | 31 Mar 2024 |
| RAYMOND JAMES & ASSOCIATES |
13F
Company
|
0.99%
|
$16,011,642
419,923 shares
|
— | 31 Mar 2024 |
| NORTHERN TRUST CORP |
13F
Company
|
0.95%
|
$15,413,099
404,225 shares
|
— | 31 Mar 2024 |
| J. Goldman & Co LP |
13F
Company
|
0.91%
|
$14,713,871
385,887 shares
|
— | 31 Mar 2024 |
| Nuveen Asset Management, LLC |
13F
Company
|
0.79%
|
$12,751,358
334,418 shares
|
— | 31 Mar 2024 |
| Qube Research & Technologies Ltd |
13F
Company
|
0.67%
|
$10,794,832
283,106 shares
|
— | 31 Mar 2024 |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
Company
|
0.66%
|
$10,763,031
282,272 shares
|
— | 31 Mar 2024 |
| PFG Investments, LLC |
13F
Company
|
0.6%
|
$2,032,670
53,477 shares
|
— | 31 Mar 2024 |
| ProShare Advisors LLC |
13F
Company
|
0.54%
|
$8,806,506
230,960 shares
|
— | 31 Mar 2024 |
| NORGES BANK |
13F
Company
|
0.54%
|
$8,722,962
228,769 shares
|
— | 31 Mar 2024 |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
Company
|
0.53%
|
$8,555,000
224,358 shares
|
— | 31 Mar 2024 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
0.53%
|
$8,539,861
223,967 shares
|
— | 31 Mar 2024 |
| D. E. Shaw & Co., Inc. |
13F
Company
|
0.52%
|
$8,405,530
220,444 shares
|
— | 31 Mar 2024 |
| PRINCIPAL FINANCIAL GROUP INC |
13F
Company
|
0.51%
|
$8,322,560
218,268 shares
|
— | 31 Mar 2024 |
| LOOMIS SAYLES & CO L P |
13F
Company
|
0.5%
|
$8,121,000
212,982 shares
|
— | 31 Mar 2024 |
| Ceredex Value Advisors LLC |
13F
Company
|
0.5%
|
$8,079,709
211,899 shares
|
— | 31 Mar 2024 |
| Advisors Asset Management, Inc. |
13F
Company
|
0.49%
|
$7,979,008
209,258 shares
|
— | 31 Mar 2024 |
| EAGLE ASSET MANAGEMENT INC |
13F
Company
|
0.49%
|
$7,928,428
206,362 shares
|
— | 31 Mar 2024 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.46%
|
$7,422,729
194,669 shares
|
— | 31 Mar 2024 |
| BANK OF MONTREAL /CAN/ |
13F
Company
|
0.44%
|
$7,260,612
188,980 shares
|
— | 31 Mar 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
Company
|
0.43%
|
$7,052,334
184,955 shares
|
— | 31 Mar 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
Company
|
0.36%
|
$5,841,554
153,201 shares
|
— | 31 Mar 2024 |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
Company
|
0.35%
|
$5,691,115
147,898 shares
|
— | 31 Mar 2024 |
| FMR LLC |
13F
Company
|
0.33%
|
$5,381,668
141,140 shares
|
— | 31 Mar 2024 |
| RHUMBLINE ADVISERS |
13F
Company
|
0.3%
|
$4,915,044
128,903 shares
|
— | 31 Mar 2024 |
| Legal & General Group Plc |
13F
Company
|
0.28%
|
$4,474,251
117,342 shares
|
— | 31 Mar 2024 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
0.26%
|
$4,293,000
112,600 shares
|
— | 31 Mar 2024 |
| CLARK ESTATES INC/NY |
13F
Company
|
0.25%
|
$4,098,975
107,500 shares
|
— | 31 Mar 2024 |
| MILLENNIUM MANAGEMENT LLC |
13F
Company
|
0.24%
|
$3,871,072
101,523 shares
|
— | 31 Mar 2024 |
| VICTORY CAPITAL MANAGEMENT INC |
13F
Company
|
0.24%
|
$3,816,394
100,089 shares
|
— | 31 Mar 2024 |
| SEIZERT CAPITAL PARTNERS, LLC |
13F
Company
|
0.23%
|
$3,743,870
98,187 shares
|
— | 31 Mar 2024 |
| Engineers Gate Manager LP |
13F
Company
|
0.22%
|
$3,631,196
95,232 shares
|
— | 31 Mar 2024 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
0.21%
|
$3,346,240
87,759 shares
|
— | 31 Mar 2024 |
| TUDOR INVESTMENT CORP ET AL |
13F
Company
|
0.21%
|
$3,329,130
87,310 shares
|
— | 31 Mar 2024 |
| Swiss National Bank |
13F
Company
|
0.2%
|
$3,298,245
86,500 shares
|
— | 31 Mar 2024 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
Company
|
0.2%
|
$3,296,834
86,463 shares
|
— | 31 Mar 2024 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.18%
|
$2,989,657
78,407 shares
|
— | 31 Mar 2024 |
| AMERICAN CENTURY COMPANIES INC |
13F
Company
|
0.18%
|
$2,915,572
76,464 shares
|
— | 31 Mar 2024 |
| State of Alaska, Department of Revenue |
13F
Company
|
0.18%
|
$2,852,000
74,826 shares
|
— | 31 Mar 2024 |
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 Q2 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
12
Shares
312,271
Rows loaded
12
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
12
Q2 2024 holders
12
Holder diff
0
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.