Security key
968223305
- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 301,099
- Share change
- -11,134
- Total reported value
- $13,157,628
- Price per share
- $43.60
- Number of holders
- 14
- Value change
- -$536,979
- Number of buys
- 2
- Number of sells
- 4
Report period
Q4 2024
Institutions
14
Top holders
10
JWB full security history
Newer quarter: Q1 2025
Previous quarter: Q3 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 |
|---|---|---|---|---|---|---|---|---|
| Madison Avenue Partners, LP |
13F
13D/G
|
Company |
5%
from 13D/G
|
2,290,206
|
$110,502,440 | — | 30 Sep 2024 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
7.7%
|
3,283,331
|
$158,420,721 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
4%
|
1,688,156
|
$81,453,527 | — | 30 Sep 2024 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.2%
|
1,353,844
|
$65,322,973 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
2.8%
|
1,209,032
|
$58,335,773 | — | 30 Sep 2024 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
2.5%
|
1,054,752
|
$50,891,784 | — | 30 Sep 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
1,027,368
|
$49,570,506 | — | 30 Sep 2024 | |
| Burgundy Asset Management Ltd. |
13F
|
Company |
2.4%
|
1,010,248
|
$48,744,466 | — | 30 Sep 2024 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.2%
|
934,806
|
$45,104,373 | — | 30 Sep 2024 | |
| SG Capital Management LLC |
13F
|
Company |
1.6%
|
695,766
|
$33,570,710 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.6%
|
685,052
|
$33,053,759 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.5%
|
640,940
|
$30,925,357 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.5%
|
634,001
|
$30,590,549 | — | 30 Sep 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.96%
|
407,997
|
$21,272,963 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.93%
|
396,997
|
$19,155,105 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.91%
|
386,614
|
$18,654,140 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.86%
|
365,190
|
$17,620,418 | — | 30 Sep 2024 | |
| ProShare Advisors LLC |
13F
|
Company |
0.79%
|
337,370
|
$16,278,104 | — | 30 Sep 2024 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.65%
|
277,176
|
$13,373,742 | — | 30 Sep 2024 | |
| PFG Investments, LLC |
13F
|
Company |
0.6%
|
53,477
|
$2,582,951 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.55%
|
232,337
|
$11,210,279 | — | 30 Sep 2024 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.52%
|
220,444
|
$10,636,423 | — | 30 Sep 2024 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.51%
|
217,599
|
$10,499,152 | — | 30 Sep 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.49%
|
209,184
|
$10,093,129 | — | 30 Sep 2024 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.48%
|
206,281
|
$9,953,000 | — | 30 Sep 2024 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.48%
|
203,458
|
$9,817,000 | — | 30 Sep 2024 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.47%
|
201,767
|
$9,735,258 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.42%
|
179,053
|
$8,639,308 | — | 30 Sep 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.41%
|
175,792
|
$8,481,964 | — | 30 Sep 2024 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.35%
|
149,027
|
$7,190,553 | — | 30 Sep 2024 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.33%
|
139,665
|
$6,815,652 | — | 30 Sep 2024 | |
| ALTA FOX CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.3%
|
127,698
|
$6,161,429 | — | 30 Sep 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.29%
|
124,576
|
$6,010,792 | — | 30 Sep 2024 | |
| Intrinsic Edge Capital Management LLC |
13F
|
Company |
0.28%
|
120,000
|
$5,790,000 | — | 30 Sep 2024 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.28%
|
119,485
|
$5,765,151 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
116,623
|
$5,627,060 | — | 30 Sep 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.27%
|
116,190
|
$5,606,151 | — | 30 Sep 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.26%
|
111,416
|
$5,375,822 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.24%
|
100,473
|
$4,847,822 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.23%
|
98,284
|
$4,742,203 | — | 30 Sep 2024 | |
| SEIZERT CAPITAL PARTNERS, LLC |
13F
|
Company |
0.22%
|
95,695
|
$4,617,284 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
0.22%
|
93,746
|
$4,523,245 | — | 30 Sep 2024 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.21%
|
91,437
|
$4,411,835 | — | 30 Sep 2024 | |
| CLARK ESTATES INC/NY |
13F
|
Company |
0.21%
|
88,700
|
$4,279,775 | — | 30 Sep 2024 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.21%
|
87,450
|
$4,219,463 | — | 30 Sep 2024 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
84,300
|
$4,067,475 | — | 30 Sep 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.2%
|
83,424
|
$4,025,208 | — | 30 Sep 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.2%
|
83,100
|
$4,009,575 | — | 30 Sep 2024 | |
| State of Alaska, Department of Revenue |
13F
|
Company |
0.17%
|
72,657
|
$3,505,000 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.16%
|
69,054
|
$3,331,857 | — | 30 Sep 2024 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q4 2024
As of 31 Dec 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
301,099 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, VANGUARD GROUP INC, UBS Group AG, and BlackRock, Inc..
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
14
Q4 2024 holders
14
Holder diff
0
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.