Security key
968223305
- 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
Report period
Q2 2025
Institutions
16
Top holders
10
JWB full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
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 |
|---|---|---|---|---|---|---|---|---|
| Deborah E. Wiley |
13D/G
|
— |
91%
|
8,193,815
|
— | $0 | 09 May 2025 | |
| Neuberger Berman Group LLC |
13D/G
13F
|
Company |
6.4%
|
2,862,287
|
$127,743,869 | $0 | 30 Jun 2025 | |
| Madison Avenue Partners, LP |
13D/G
13F
|
Company |
5%
|
2,229,904
|
$98,427,963 | $0 | 31 Dec 2024 | |
| Bradford Wiley II |
3/4/5
|
10%+ Owner |
5.7%
|
2,412,703
|
$100,054,792 | — | 09 May 2025 | |
| Clarkston Capital Partners, LLC |
13F
|
Company |
7.2%
|
3,053,500
|
$136,063,960 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
1,679,648
|
$74,845,115 | — | 31 Mar 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.7%
|
1,584,777
|
$70,617,663 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.6%
|
1,522,892
|
$67,857,908 | — | 31 Mar 2025 | |
| SG Capital Management LLC |
13F
|
Company |
3.3%
|
1,397,338
|
$62,265,381 | — | 31 Mar 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.8%
|
1,184,954
|
$52,801,545 | — | 31 Mar 2025 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
2.5%
|
1,053,219
|
$46,931,439 | — | 31 Mar 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
1,006,818
|
$44,863,810 | — | 31 Mar 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.3%
|
980,042
|
$43,670,672 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.9%
|
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 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.7%
|
299,229
|
$13,333,644 | — | 31 Mar 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.65%
|
277,052
|
$12,345,437 | — | 31 Mar 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.6%
|
53,477
|
$2,385,085 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.57%
|
241,349
|
$10,754,511 | — | 31 Mar 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.56%
|
240,357
|
$10,710,000 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.52%
|
222,972
|
$9,935,633 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.48%
|
203,387
|
$9,062,926 | — | 31 Mar 2025 | |
| Ceredex Value Advisors LLC |
13F
|
Company |
0.45%
|
189,499
|
$8,444,075 | — | 31 Mar 2025 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.44%
|
186,014
|
$8,288,784 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.42%
|
176,695
|
$7,873,529 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.39%
|
165,789
|
$7,387,552 | — | 31 Mar 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.38%
|
162,632
|
$7,246,883 | — | 31 Mar 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.38%
|
161,681
|
$7,204,505 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.37%
|
158,620
|
$7,068,107 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.37%
|
158,347
|
$7,055,942 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.37%
|
156,972
|
$6,994,663 | — | 31 Mar 2025 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.34%
|
146,610
|
$6,509,484 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.29%
|
124,699
|
$5,556,587 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.29%
|
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 |
0.27%
|
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 |
0.25%
|
106,190
|
$4,731,827 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.24%
|
102,777
|
$4,579,754 | — | 31 Mar 2025 | |
| Intrinsic Edge Capital Management LLC |
13F
|
Company |
0.24%
|
101,013
|
$4,501,139 | — | 31 Mar 2025 | |
| Kendall Capital Management |
13F
|
Company |
0.2%
|
84,617
|
$3,770,534 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.2%
|
83,043
|
$3,700,396 | — | 31 Mar 2025 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
83,000
|
$3,698,480 | — | 31 Mar 2025 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.19%
|
81,660
|
$3,639,000 | — | 31 Mar 2025 | |
| State of Alaska, Department of Revenue |
13F
|
Company |
0.17%
|
71,852
|
$3,201,000 | — | 31 Mar 2025 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH |
13F
|
Individual |
0.17%
|
70,600
|
$3,145,936 | — | 31 Mar 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.16%
|
68,084
|
$3,033,000 | — | 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.