Security key
968223305
- Type / Class
- Equity / Class B
- Shares outstanding
- 8,957,926
- Total 13F shares
- 226,960
- Share change
- +66
- Total reported value
- $8,566,852
- Price per share
- $37.53
- Number of holders
- 15
- Value change
- +$2,972
- Number of buys
- 4
- Number of sells
- 2
Report period
Q1 2026
Institutions
15
Top holders
10
JWB full security history
Previous quarter: Q4 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 |
3/4/5
13D/G
|
10%+ Owner |
91%
from 13D/G
|
2,679,185
|
$81,996,623 | — | 09 Jan 2026 | |
| VANGUARD GROUP INC |
13D/G
13F
|
The Vanguard Group · Company |
11%
|
4,815,296
|
$194,875,029 | $0 | 30 Sep 2025 | |
| Neuberger Berman Group LLC |
13D/G
13F
|
Company |
6.4%
|
2,862,287
|
$127,743,869 | $0 | 30 Jun 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13D/G
13F
|
Company |
5.6%
|
2,382,703
|
$93,044,552 | $0 | 31 Mar 2026 | |
| Madison Avenue Partners, LP |
13D/G
13F
|
Company |
5%
|
2,229,904
|
$98,427,963 | $0 | 31 Dec 2024 | |
| Clarkston Capital Partners, LLC |
13F
13D/G
|
Company |
2.2%
from 13D/G
|
2,617,945
|
$80,187,655 | — | 31 Dec 2025 | |
| Bradford Wiley II |
3/4/5
|
10%+ Owner |
5.7%
|
2,412,703
|
$100,054,792 | — | 09 May 2025 | |
| STATE STREET CORP |
13F
|
Company |
4%
|
1,696,296
|
$52,554,224 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.8%
|
1,600,812
|
$49,034,481 | — | 31 Dec 2025 | |
| BROWN ADVISORY INC |
13F
|
Company |
2.5%
|
1,042,681
|
$31,937,318 | — | 31 Dec 2025 | |
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
13F
|
Company |
2.2%
|
921,289
|
$28,219,154 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1.9%
|
827,804
|
$25,355,639 | — | 31 Dec 2025 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
1.9%
|
822,197
|
$25,183,894 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
794,900
|
$24,347,787 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.6%
|
672,133
|
$20,587,434 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.5%
|
636,051
|
$19,482,242 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.5%
|
635,113
|
$19,453,511 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.3%
|
533,223
|
$16,332,618 | — | 31 Dec 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
1%
|
441,603
|
$13,526,300 | — | 31 Dec 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.94%
|
400,674
|
$12,272,645 | — | 31 Dec 2025 | |
| NEUMEIER POMA INVESTMENT COUNSEL LLC |
13F
|
Company |
0.93%
|
393,715
|
$12,059,490 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.9%
|
382,336
|
$11,710,951 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
0.89%
|
378,233
|
$11,585,287 | — | 31 Dec 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.83%
|
351,355
|
$10,762,004 | — | 31 Dec 2025 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
0.71%
|
300,402
|
$9,201,313 | — | 31 Dec 2025 | |
| Intrinsic Edge Capital Management LLC |
13F
|
Company |
0.67%
|
283,517
|
$8,684,126 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.61%
|
261,636
|
$8,013,910 | — | 31 Dec 2025 | |
| PFG Investments, LLC |
13F
|
Company |
0.6%
|
53,513
|
$1,632,146 | — | 31 Dec 2025 | |
| SG Capital Management LLC |
13F
|
Company |
0.59%
|
252,596
|
$7,737,015 | — | 31 Dec 2025 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.59%
|
250,337
|
$7,667,822 | — | 31 Dec 2025 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.56%
|
240,385
|
$7,362,993 | — | 31 Dec 2025 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
0.55%
|
235,461
|
$7,212,000 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.54%
|
230,076
|
$7,047,228 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.48%
|
204,356
|
$6,259,424 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.46%
|
195,458
|
$5,986,878 | — | 31 Dec 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.45%
|
190,685
|
$5,840,682 | — | 31 Dec 2025 | |
| Access Investment Management LLC |
13F
|
Company |
0.37%
|
155,940
|
$6,310,892 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.35%
|
147,396
|
$4,514,739 | — | 31 Dec 2025 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.33%
|
141,545
|
$4,353,924 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.33%
|
141,516
|
$4,334,635 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.31%
|
133,141
|
$4,078,680 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.3%
|
128,321
|
$3,930,485 | — | 31 Dec 2025 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.3%
|
127,700
|
$3,911,000 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.26%
|
112,695
|
$3,451,824 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.25%
|
108,454
|
$3,321,947 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.24%
|
101,239
|
$3,100,951 | — | 31 Dec 2025 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.24%
|
100,782
|
$3,086,953 | — | 31 Dec 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.24%
|
100,361
|
$3,074,000 | — | 31 Dec 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.23%
|
99,293
|
$3,041,345 | — | 31 Dec 2025 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.22%
|
92,489
|
$2,832,000 | — | 31 Dec 2025 |
Institutional Holders of John Wiley & Sons, Inc. - Class B (JWB) as of Q1 2026
As of 31 Mar 2026,
John Wiley & Sons, Inc. - Class B (JWB) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
226,960 shares.
The largest 10 holders included
MORGAN STANLEY, PFG Investments, LLC, ROYAL BANK OF CANADA, Cannell & Spears LLC, VANGUARD CAPITAL MANAGEMENT LLC, CALDWELL SUTTER CAPITAL, INC., GEODE CAPITAL MANAGEMENT, LLC, NEUBERGER BERMAN GROUP LLC, Vanguard Global Advisers, LLC, and VANGUARD FIDUCIARY TRUST CO.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
12
Q1 2026 holders
15
Holder diff
3
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.