John Wiley & Sons, Inc. - Class B (JWB)

CUSIP: 968223305

Q2 2024 13F Holders as of 30 Jun 2024

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

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.

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
6,640,074
mixed-class rows
$253,186,014 31 Mar 2024
13F
VANGUARD GROUP INC
13F
Company
mixed-class rows
5,475,000
mixed-class rows
$208,760,980 31 Mar 2024
13F
Clarkston Capital Partners, LLC
13F
Company
9.4%
4,106,358
$156,575,431 31 Mar 2024
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
1,849,052
mixed-class rows
$70,501,609 31 Mar 2024
13F
STATE STREET CORP
13F
Company
3.7%
1,604,696
$61,187,058 31 Mar 2024
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
3.2%
1,391,291
$53,049,926 31 Mar 2024
13F
Madison Avenue Partners, LP
13F
Company
3.1%
1,366,771
$52,114,978 31 Mar 2024
13F
Bank of New York Mellon Corp
13F
Company
2.9%
1,278,549
$48,751,066 31 Mar 2024
13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
2.4%
1,060,573
$40,439,648 31 Mar 2024
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
2.3%
1,010,648
$38,536,008 31 Mar 2024
13F
Burgundy Asset Management Ltd.
13F
Company
2.2%
972,240
$37,071,511 31 Mar 2024
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
869,461
mixed-class rows
$33,156,558 31 Mar 2024
13F
Invesco Ltd.
13F
Company
1.8%
792,490
$30,217,644 31 Mar 2024
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.5%
666,293
$25,405,752 31 Mar 2024
13F
JPMORGAN CHASE & CO
13F
Company
1.4%
611,371
$23,311,576 31 Mar 2024
13F
MORGAN STANLEY
13F
Company
mixed-class rows
509,386
mixed-class rows
$19,405,469 31 Mar 2024
13F
Jesse C. Wiley
3/4/5
Director, 10%+ Owner
mixed-class rows
8,612,439
mixed-class rows
$19,173,156 30 Apr 2024
Man Group plc
13F
Company
1.1%
495,687
$18,900,545 31 Mar 2024
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.96%
419,923
$16,011,642 31 Mar 2024
13F
NORTHERN TRUST CORP
13F
Company
0.92%
404,225
$15,413,099 31 Mar 2024
13F
J. Goldman & Co LP
13F
Company
0.88%
385,887
$14,713,871 31 Mar 2024
13F
Nuveen Asset Management, LLC
13F
Company
0.76%
334,418
$12,751,358 31 Mar 2024
13F
Qube Research & Technologies Ltd
13F
Company
0.65%
283,106
$10,794,832 31 Mar 2024
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.64%
282,272
$10,763,031 31 Mar 2024
13F
ProShare Advisors LLC
13F
Company
0.53%
230,960
$8,806,506 31 Mar 2024
13F
NORGES BANK
13F
Company
0.52%
228,769
$8,722,962 31 Mar 2024
13F
THOMPSON SIEGEL & WALMSLEY LLC
13F
Company
0.51%
224,358
$8,555,000 31 Mar 2024
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.51%
223,967
$8,539,861 31 Mar 2024
13F
D. E. Shaw & Co., Inc.
13F
Company
0.5%
220,444
$8,405,530 31 Mar 2024
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.5%
218,268
$8,322,560 31 Mar 2024
13F
LOOMIS SAYLES & CO L P
13F
Company
0.49%
212,982
$8,121,000 31 Mar 2024
13F
Ceredex Value Advisors LLC
13F
Company
0.48%
211,899
$8,079,709 31 Mar 2024
13F
Advisors Asset Management, Inc.
13F
Company
0.48%
209,258
$7,979,008 31 Mar 2024
13F
EAGLE ASSET MANAGEMENT INC
13F
Company
0.47%
206,362
$7,928,428 31 Mar 2024
13F
CITADEL ADVISORS LLC
13F
Company
0.44%
194,669
$7,422,729 31 Mar 2024
13F
BANK OF MONTREAL /CAN/
13F
Company
0.43%
188,980
$7,260,612 31 Mar 2024
13F
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
Company
0.42%
184,955
$7,052,334 31 Mar 2024
13F
Brian A. Napack
3/4/5
President & CEO, Director
class O/S missing
183,525
$5,868,249 30 Jun 2023
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
0.35%
153,201
$5,841,554 31 Mar 2024
13F
NORDEA INVESTMENT MANAGEMENT AB
13F
Company
0.34%
147,898
$5,691,115 31 Mar 2024
13F
FMR LLC
13F
Company
0.32%
141,140
$5,381,668 31 Mar 2024
13F
RHUMBLINE ADVISERS
13F
Company
0.29%
128,903
$4,915,044 31 Mar 2024
13F
Legal & General Group Plc
13F
Company
0.27%
117,342
$4,474,251 31 Mar 2024
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.26%
112,600
$4,293,000 31 Mar 2024
13F
CLARK ESTATES INC/NY
13F
Company
0.25%
107,500
$4,098,975 31 Mar 2024
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.23%
101,523
$3,871,072 31 Mar 2024
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.23%
100,089
$3,816,394 31 Mar 2024
13F

Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q2 2024

As of 30 Jun 2024, 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 312,271 shares. The largest 10 holders included MORGAN STANLEY, PFG Investments, LLC, Royal Bank of Canada, Cannell & Spears LLC, CALDWELL SUTTER CAPITAL, INC., NEUBERGER BERMAN GROUP LLC, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, UBS Group AG, and VANGUARD GROUP INC. This page lists 12 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .