- 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.
Need full ownership history?
Open the full security ownership history page.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 968223305:
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 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
5,147,399
mixed-class rows
|
$229,368,355 | — | 31 Mar 2025 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
7%
|
3,053,500
|
$136,063,960 | — | 31 Mar 2025 | |
| 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 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.6%
|
1,584,777
|
$70,617,663 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.5%
|
1,522,892
|
$67,857,908 | — | 31 Mar 2025 | |
| SG Capital Management LLC |
13F
|
Company |
3.2%
|
1,397,338
|
$62,265,381 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
1,284,726
mixed-class rows
|
$57,250,070 | — | 31 Mar 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.7%
|
1,184,954
|
$52,801,545 | — | 31 Mar 2025 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
2.4%
|
1,053,219
|
$46,931,439 | — | 31 Mar 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
1,006,818
|
$44,863,810 | — | 31 Mar 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.2%
|
980,042
|
$43,670,672 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
946,038
mixed-class rows
|
$42,166,143 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.8%
|
787,639
|
$35,097,200 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.7%
|
736,356
|
$32,812,039 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.6%
|
686,456
|
$30,588,479 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.1%
|
480,132
|
$21,394,683 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1%
|
439,419
|
$19,580,510 | — | 31 Mar 2025 | |
| 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 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.68%
|
299,229
|
$13,333,644 | — | 31 Mar 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.63%
|
277,052
|
$12,345,437 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
mixed-class rows
|
258,198
mixed-class rows
|
$11,505,556 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.55%
|
241,349
|
$10,754,511 | — | 31 Mar 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.55%
|
240,357
|
$10,710,000 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.51%
|
222,972
|
$9,935,633 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.46%
|
203,387
|
$9,062,926 | — | 31 Mar 2025 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.43%
|
189,499
|
$8,444,075 | — | 31 Mar 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.42%
|
186,014
|
$8,288,784 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.4%
|
176,695
|
$7,873,529 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.38%
|
165,789
|
$7,387,552 | — | 31 Mar 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.37%
|
162,632
|
$7,246,883 | — | 31 Mar 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.37%
|
161,681
|
$7,204,505 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.36%
|
158,620
|
$7,068,107 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.36%
|
158,347
|
$7,055,942 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.36%
|
156,972
|
$6,994,663 | — | 31 Mar 2025 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.33%
|
146,610
|
$6,509,484 | — | 31 Mar 2025 | |
| 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 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.28%
|
122,433
|
$5,455,614 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
116,203
|
$5,178,005 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.26%
|
113,473
|
$5,056,333 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.25%
|
107,944
|
$4,809,984 | — | 31 Mar 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.24%
|
106,190
|
$4,731,827 | — | 31 Mar 2025 |
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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.