Security key
968223305
- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 236,545
- Share change
- +14,943
- Total reported value
- $7,263,102
- Price per share
- $30.50
- Number of holders
- 12
- Value change
- +$470,260
- Number of buys
- 3
- Number of sells
- 5
Report period
Q4 2025
Institutions
12
Top holders
10
JWB full security history
Newer quarter: Q1 2026
Previous quarter: Q3 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 | |
| VANGUARD GROUP INC |
13F
13D/G
|
Company · The Vanguard Group |
11%
from 13D/G
|
4,832,907
mixed-class rows
|
$195,585,545 | — | 30 Sep 2025 | |
| Neuberger Berman Group LLC |
13F
13D/G
|
Company |
6.4%
from 13D/G
|
3,282,785
mixed-class rows
|
$132,852,361 | — | 30 Sep 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 |
5.2%
|
2,207,824
|
$89,350,637 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
1,672,027
|
$67,666,933 | — | 30 Sep 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
3.7%
|
1,573,330
|
$63,672,665 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.7%
|
1,557,800
|
$63,041,137 | — | 30 Sep 2025 | |
| SG Capital Management LLC |
13F
|
Company |
3.5%
|
1,474,796
|
$59,684,994 | — | 30 Sep 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.8%
|
1,206,063
|
$48,809,380 | — | 30 Sep 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
2.2%
|
942,110
|
$38,127,192 | — | 30 Sep 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
878,593
|
$35,556,659 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.7%
|
731,728
|
$29,613,039 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.6%
|
672,565
|
$27,218,706 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.5%
|
650,021
|
$26,306,350 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.4%
|
591,558
|
$23,940,351 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.3%
|
565,442
|
$22,883,420 | — | 30 Sep 2025 | |
| Ophir Asset Management Pty Ltd |
13F
|
Company |
1.2%
|
494,257
|
$20,002,581 | — | 30 Sep 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
1.1%
|
459,019
|
$18,576,499 | — | 30 Sep 2025 | |
| Intrinsic Edge Capital Management LLC |
13F
|
Company |
1%
|
445,618
|
$18,034,160 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.98%
|
415,925
|
$16,832,484 | — | 30 Sep 2025 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
0.93%
|
395,640
|
$16,011,551 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
0.73%
|
310,780
|
$12,577,242 | — | 30 Sep 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.71%
|
300,402
|
$12,157,269 | — | 30 Sep 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.63%
|
268,586
|
$10,869,675 | — | 30 Sep 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.62%
|
262,524
|
$10,624,346 | — | 30 Sep 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.6%
|
53,494
|
$2,154,751 | — | 30 Sep 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.54%
|
229,257
|
$9,278,031 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.48%
|
205,553
|
$8,318,726 | — | 30 Sep 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.47%
|
198,264
|
$8,023,744 | — | 30 Sep 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.38%
|
163,776
|
$6,628,015 | — | 30 Sep 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.38%
|
159,883
|
$6,470,465 | — | 30 Sep 2025 | |
| Access Investment Management LLC |
13F
|
Company |
0.37%
|
155,940
|
$6,310,892 | — | 30 Sep 2025 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.36%
|
155,145
|
$6,215,109 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.34%
|
144,940
|
$5,865,722 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.32%
|
136,819
|
$5,537,078 | — | 30 Sep 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.27%
|
114,601
|
$4,637,902 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
114,135
|
$4,619,044 | — | 30 Sep 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.26%
|
112,640
|
$4,558,512 | — | 30 Sep 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.26%
|
111,098
|
$4,496,000 | — | 30 Sep 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.23%
|
99,500
|
$4,027,000 | — | 30 Sep 2025 | |
| Kendall Capital Management |
13F
|
Company |
0.23%
|
98,262
|
$3,976,663 | — | 30 Sep 2025 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.23%
|
98,214
|
$3,975,000 | — | 30 Sep 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.23%
|
98,153
|
$3,972,252 | — | 30 Sep 2025 | |
| Swiss National Bank |
13F
|
Company |
0.19%
|
82,200
|
$3,326,634 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.19%
|
81,212
|
$3,286,637 | — | 30 Sep 2025 | |
| WINTON GROUP Ltd |
13F
|
Company |
0.19%
|
79,871
|
$3,232,379 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.18%
|
78,186
|
$3,129,768 | — | 30 Sep 2025 | |
| Atom Investors LP |
13F
|
Company |
0.18%
|
78,184
|
$3,164,106 | — | 30 Sep 2025 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q4 2025
As of 31 Dec 2025,
John Wiley & Sons, Inc. - Class B (JWB) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
236,545 shares.
The largest 10 holders included
MORGAN STANLEY, PFG Investments, LLC, VANGUARD GROUP INC, ROYAL BANK OF CANADA, Cannell & Spears LLC, CALDWELL SUTTER CAPITAL, INC., GEODE CAPITAL MANAGEMENT, LLC, NEUBERGER BERMAN GROUP LLC, UBS Group AG, and BlackRock, Inc..
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
16
Q4 2025 holders
12
Holder diff
-4
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.