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

CUSIP: 968223305

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / Class B
Shares outstanding
8,957,926
Total 13F shares
225,313
Share change
-942
Total reported value
$10,170,887
Price per share
$45.14
Number of holders
16
Value change
-$42,624
Number of buys
5
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 968223305?
CUSIP 968223305 identifies JWB - John Wiley & Sons, Inc. - Class B in SEC institutional holdings data.

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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, Inc.
13F
Company
mixed-class rows
6,129,938
mixed-class rows
$273,150,063 31 Mar 2025
13F
VANGUARD GROUP INC
13F
Company
mixed-class rows
5,147,399
mixed-class rows
$229,368,355 31 Mar 2025
13F
Clarkston Capital Partners, LLC
13F
Company
7%
3,053,500
$136,063,960 31 Mar 2025
13F
Neuberger Berman Group LLC
13D/G 13F
Company
6.4%
2,862,287
$127,743,869 $0 30 Jun 2025
Bradford Wiley II
3/4/5
10%+ Owner
5.5%
2,412,703
$100,054,792 09 May 2025
Madison Avenue Partners, LP
13D/G 13F
Company
5%
2,229,904
$98,427,963 $0 31 Dec 2024
STATE STREET CORP
13F
Company
3.8%
1,679,648
$74,845,115 31 Mar 2025
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
3.6%
1,584,777
$70,617,663 31 Mar 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
3.5%
1,522,892
$67,857,908 31 Mar 2025
13F
SG Capital Management LLC
13F
Company
3.2%
1,397,338
$62,265,381 31 Mar 2025
13F
MORGAN STANLEY
13F
Company
mixed-class rows
1,284,726
mixed-class rows
$57,250,070 31 Mar 2025
13F
BROWN ADVISORY INC
13F
Company
2.7%
1,184,954
$52,801,545 31 Mar 2025
13F
Ophir Asset Management Pty Ltd
13F
Company
2.4%
1,053,219
$46,931,439 31 Mar 2025
13F
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
13F
Company
2.3%
1,006,818
$44,863,810 31 Mar 2025
13F
PALISADE CAPITAL MANAGEMENT, LP
13F
Company
2.2%
980,042
$43,670,672 31 Mar 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
946,038
mixed-class rows
$42,166,143 31 Mar 2025
13F
Bank of New York Mellon Corp
13F
Company
1.8%
787,639
$35,097,200 31 Mar 2025
13F
RAYMOND JAMES FINANCIAL INC
13F
Company
1.7%
736,356
$32,812,039 31 Mar 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
1.6%
686,456
$30,588,479 31 Mar 2025
13F
JPMORGAN CHASE & CO
13F
Company
1.1%
480,132
$21,394,683 31 Mar 2025
13F
NORTHERN TRUST CORP
13F
Company
1%
439,419
$19,580,510 31 Mar 2025
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
BANK OF AMERICA CORP /DE/
13F
Company
mixed-class rows
311,732
mixed-class rows
$13,890,778 31 Mar 2025
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.68%
299,229
$13,333,644 31 Mar 2025
13F
PUBLIC SECTOR PENSION INVESTMENT BOARD
13F
Company
0.63%
277,052
$12,345,437 31 Mar 2025
13F
UBS Group AG
13F
Company
mixed-class rows
258,198
mixed-class rows
$11,505,556 31 Mar 2025
13F
Nuveen, LLC
13F
Company
0.55%
241,349
$10,754,511 31 Mar 2025
13F
LOOMIS SAYLES & CO L P
13F
Company
0.55%
240,357
$10,710,000 31 Mar 2025
13F
PRINCIPAL FINANCIAL GROUP INC
13F
Company
0.51%
222,972
$9,935,633 31 Mar 2025
13F
Invesco Ltd.
13F
Company
0.46%
203,387
$9,062,926 31 Mar 2025
13F
Ceredex Value Advisors LLC
13F
Company
0.43%
189,499
$8,444,075 31 Mar 2025
13F
WESTFIELD CAPITAL MANAGEMENT CO LP
13F
Company
0.42%
186,014
$8,288,784 31 Mar 2025
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.4%
176,695
$7,873,529 31 Mar 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.38%
165,789
$7,387,552 31 Mar 2025
13F
ProShare Advisors LLC
13F
Company
0.37%
162,632
$7,246,883 31 Mar 2025
13F
Allianz Asset Management GmbH
13F
Company
0.37%
161,681
$7,204,505 31 Mar 2025
13F
JANE STREET GROUP, LLC
13F
Company
0.36%
158,620
$7,068,107 31 Mar 2025
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.36%
158,347
$7,055,942 31 Mar 2025
13F
FMR LLC
13F
Company
0.36%
156,972
$6,994,663 31 Mar 2025
13F
NORDEA INVESTMENT MANAGEMENT AB
13F
Company
0.33%
146,610
$6,509,484 31 Mar 2025
13F
Brian A. Napack
3/4/5
President & CEO, Director
class O/S missing
183,525
$5,868,249 30 Jun 2023
Qube Research & Technologies Ltd
13F
Company
0.28%
124,699
$5,556,587 31 Mar 2025
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.28%
122,433
$5,455,614 31 Mar 2025
13F
Legal & General Group Plc
13F
Company
0.27%
116,203
$5,178,005 31 Mar 2025
13F
RHUMBLINE ADVISERS
13F
Company
0.26%
113,473
$5,056,333 31 Mar 2025
13F
CITADEL ADVISORS LLC
13F
Company
0.25%
107,944
$4,809,984 31 Mar 2025
13F
D. E. Shaw & Co., Inc.
13F
Company
0.24%
106,190
$4,731,827 31 Mar 2025
13F

Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q2 2025

As of 30 Jun 2025, John Wiley & Sons, Inc. - Class B (JWB) was held by 16 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 225,313 shares. The largest 10 holders included MORGAN STANLEY, PFG Investments, LLC, Royal Bank of Canada, Cannell & Spears LLC, VANGUARD GROUP INC, CALDWELL SUTTER CAPITAL, INC., NEUBERGER BERMAN GROUP LLC, GEODE CAPITAL MANAGEMENT, LLC, GABELLI FUNDS LLC, and UBS Group AG. This page lists 16 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
16
Q2 2025 holders
16
Holder diff
0
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 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.
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