Security key
968223305
- Security type / class
- Equity / Class B
- Total 13F shares
- 226,255
- Total 13F value
- $10,090,788
- Share change
- -74,844
- SEC-reported price per share
- $44.60
- Number of holders
- 16
- Value change
- -$3,338,061
- Number of buys
- 5
- Number of sells
- 3
- Shares outstanding
- 8,957,926
Holder snapshot
6 facts
Security identity
1 fact
Report period
Q1 2025
Institutions
16
Top holders
10
JWB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2025
Previous quarter: Q4 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 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
Madison Avenue Partners, LP
Disclosed value leader
Clarkston Capital Partner...
Comparable rows
15/15
Latest evidence
31 Dec 2024
13D/G
13F
Lead comparable stake: 5%
13D/G row: Madison Avenue Partners, LP
Showing 1-6 of 15 holder rows.
Quick read
Madison Avenue Partners, LP leads the comparable SEC ownership view at 5%.
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
Madison Avenue Partners, LP
5%
Clarkston Capital Partners, LLC
7.2%
STATE STREET CORP
4.1%
DIMENSIONAL FUND ADVISORS LP
3.5%
Bank of New York Mellon Corp
2.6%
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 |
|---|---|---|---|---|---|
| Madison Avenue Partners, LP |
13D/G
13F
Company
|
5%
|
$98,427,963
2,229,904 shares
|
$0 | 31 Dec 2024 |
| Clarkston Capital Partners, LLC |
13F
Company
|
7.2%
|
$133,266,632
3,048,882 shares
|
— | 31 Dec 2024 |
| STATE STREET CORP |
13F
Company
|
4.1%
|
$77,315,156
1,754,819 shares
|
— | 31 Dec 2024 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3.5%
|
$65,879,659
1,507,194 shares
|
— | 31 Dec 2024 |
| Bank of New York Mellon Corp |
13F
Company
|
2.6%
|
$48,798,674
1,116,419 shares
|
— | 31 Dec 2024 |
| Ophir Asset Management Pty Ltd |
13F
Company
|
2.6%
|
$47,801,649
1,093,609 shares
|
— | 31 Dec 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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
16
Shares
226,255
Rows available
16
| 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 2025 vs Q4 2024 Across Filers
Q4 2024 holders
14
Q1 2025 holders
16
Holder diff
2
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend