Security key
968223305
- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 312,231
- Share change
- -40
- Total reported value
- $15,081,110
- Price per share
- $48.30
- Number of holders
- 14
- Value change
- -$1,936
- Number of buys
- 3
- Number of sells
- 2
Report period
Q3 2024
Institutions
14
Top holders
10
JWB full security history
Newer quarter: Q4 2024
Previous quarter: Q2 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:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Clarkston Capital Partners, LLC |
13F
|
Company |
8%
|
3,399,842
|
$138,373,569 | — | 30 Jun 2024 | |
| Madison Avenue Partners, LP |
13F
|
Company |
3.8%
|
1,630,517
|
$66,362,042 | — | 30 Jun 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.7%
|
1,574,525
|
$64,083,168 | — | 30 Jun 2024 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.3%
|
1,400,154
|
$56,986,268 | — | 30 Jun 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
3.1%
|
1,302,764
|
$53,022,496 | — | 30 Jun 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
1,058,632
|
$43,086,322 | — | 30 Jun 2024 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.3%
|
993,494
|
$40,435,225 | — | 30 Jun 2024 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
2.3%
|
987,612
|
$40,195,808 | — | 30 Jun 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.7%
|
713,977
|
$29,058,864 | — | 30 Jun 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.6%
|
687,414
|
$27,977,750 | — | 30 Jun 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
1.2%
|
501,891
|
$20,426,947 | — | 30 Jun 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
495,670
|
$20,173,770 | — | 30 Jun 2024 | |
| Man Group plc |
13F
|
Company |
0.96%
|
409,431
|
$16,663,842 | — | 30 Jun 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.93%
|
397,649
|
$16,184,314 | — | 30 Jun 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.92%
|
391,230
|
$15,923,061 | — | 30 Jun 2024 | |
| J. Goldman & Co LP |
13F
|
Company |
0.77%
|
329,058
|
$13,392,661 | — | 30 Jun 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.68%
|
291,225
|
$11,849,945 | — | 30 Jun 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.66%
|
281,871
|
$11,472,150 | — | 30 Jun 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.61%
|
257,887
|
$10,496,001 | — | 30 Jun 2024 | |
| PFG Investments, LLC |
13F
|
Company |
0.6%
|
53,477
|
$2,171,711 | — | 30 Jun 2024 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.53%
|
224,308
|
$9,129,000 | — | 30 Jun 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.52%
|
220,444
|
$8,972,071 | — | 30 Jun 2024 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.51%
|
218,299
|
$8,884,769 | — | 30 Jun 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.5%
|
214,178
|
$8,717,000 | — | 30 Jun 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.49%
|
207,889
|
$8,461,082 | — | 30 Jun 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.49%
|
207,584
|
$8,448,669 | — | 30 Jun 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.48%
|
203,618
|
$8,287,252 | — | 30 Jun 2024 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.47%
|
198,286
|
$8,070,240 | — | 30 Jun 2024 | |
| ProShare Advisors LLC |
13F
|
Company |
0.46%
|
195,121
|
$7,941,425 | — | 30 Jun 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.44%
|
185,927
|
$7,567,229 | — | 30 Jun 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.43%
|
182,191
|
$7,415,163 | — | 30 Jun 2024 | |
| NORGES BANK |
13F
|
Company |
0.35%
|
149,813
|
$6,097,389 | — | 30 Jun 2024 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.34%
|
145,654
|
$5,917,922 | — | 30 Jun 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.32%
|
137,533
|
$5,597,593 | — | 30 Jun 2024 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.3%
|
128,808
|
$5,242,486 | — | 30 Jun 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.29%
|
122,177
|
$4,972,583 | — | 30 Jun 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
116,006
|
$4,721,445 | — | 30 Jun 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.26%
|
110,900
|
$4,513,630 | — | 30 Jun 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.23%
|
97,942
|
$3,986,241 | — | 30 Jun 2024 | |
| SEIZERT CAPITAL PARTNERS, LLC |
13F
|
Company |
0.23%
|
96,601
|
$3,931,661 | — | 30 Jun 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.23%
|
96,365
|
$3,922,056 | — | 30 Jun 2024 | |
| CLARK ESTATES INC/NY |
13F
|
Company |
0.23%
|
95,800
|
$3,899,060 | — | 30 Jun 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.22%
|
92,550
|
$3,766,785 | — | 30 Jun 2024 | |
| Engineers Gate Manager LP |
13F
|
Company |
0.21%
|
88,092
|
$3,585,344 | — | 30 Jun 2024 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
85,400
|
$3,475,780 | — | 30 Jun 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.18%
|
77,502
|
$3,154,331 | — | 30 Jun 2024 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.18%
|
74,806
|
$3,044,604 | — | 30 Jun 2024 | |
| State of Alaska, Department of Revenue |
13F
|
Company |
0.17%
|
73,825
|
$3,004,000 | — | 30 Jun 2024 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.16%
|
69,151
|
$2,814,446 | — | 30 Jun 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.16%
|
69,034
|
$2,809,682 | — | 30 Jun 2024 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q3 2024
As of 30 Sep 2024,
John Wiley & Sons, Inc. - Class B (JWB) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
312,231 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, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, and UBS Group AG.
This page lists
14
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2024 vs Q2 2024 Across Filers
Q2 2024 holders
12
Q3 2024 holders
14
Holder diff
2
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 Value $ | Q3 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.