Created by potrace 1.16, written by Peter Selinger 2001-2019beatandraise.com
Latest Financials

Filings:

CategoryDateSearch FilingsInstitutional HoldersbetaEarnings TranscriptsbetaGlobal Search

SEC Edgar

JOHN WILEY & SONS, INC.

NotesSupport
aboutterms

Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

JOHN WILEY & SONS, INC.

CIK 0000107140WLYWLYB· quarter ending 2026-06-30
Shares outstanding
50,683,930
as of 2026-08-31 · 10-Q cover page, filed 2026-09-04
Held by 13F filers
231,305
2.6% of Common Class B
Holders
17
+1 vs 2026-03-31 · 2 new, 1 exited
Value
$10.8M
shares +1.9% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-09-04, as of 2026-08-31)

ClassListedShares outstandingHeld by 13F filers% of classHoldersCUSIP
Common Class AWLY · NYSE41,925,51141,849,26199.8%266968223206
Common Class BWLYB · NYSE8,758,419231,3052.6%17968223305

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine
CountCUSIPClass (as filers write it)HoldersShares heldClass shares% of classValueOptionsMapped via
968223206CL A26641,849,26141,925,51199.8%$2.0B1 call / 0 put13DGholders →
968223305CL B17231,3058,758,4192.6%$10.8M—13DGholders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (17 of 17 · 968223305)

change vs 2026-03-31
#FilerShares% of classValueChange
1MORGAN STANLEY65,0070.74%$3.0M—
2PFG Investments, LLC53,5510.61%$2.5M+16 (+0.0%)
3ROYAL BANK OF CANADA27,9500.32%$1.3M—
4Cannell & Spears LLC20,0000.23%$936K—
5VANGUARD CAPITAL MANAGEMENT LLC14,4910.17%$678K-31 (-0.2%)
6CALDWELL SUTTER CAPITAL, INC.12,1340.14%$568K—
7GEODE CAPITAL MANAGEMENT, LLC10,3700.12%$486K-269 (-2.5%)
8NEUBERGER BERMAN GROUP LLC10,1340.12%$474K-26 (-0.3%)
9Vanguard Global Advisers, LLC6,4150.07%$300K—
10GABELLI FUNDS LLC4,5000.05%$211KNEW
11VANGUARD FIDUCIARY TRUST CO3,5350.04%$165K+31 (+0.9%)
12UBS Group AG2,9570.03%$138K+13 (+0.4%)
13Tower Research Capital LLC (TRC)1000.00%$5K+43 (+75.4%)
14Continuum Advisory, LLC960.00%$4KNEW
15BlackRock, Inc.620.00%$3K—
16SBI Securities Co., Ltd.20.00%$94—
17WELLS FARGO & COMPANY/MN10.00%$36+1
Exited since 2026-03-31 (1 filers; largest 1 shown)
Advisory Services Network, LLC−30

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting personFormFiledEventShares% of class
Gerald W. HakalaSCHEDULE 13G/A2026-05-142026-03-31942,5562.21%
Jeffrey A. HakalaSCHEDULE 13G/A2026-05-142026-03-31942,5562.21%
Clarkston Capital Partners, LLCSCHEDULE 13G/A2026-05-142026-03-31942,5562.21%
Clarkston Companies, Inc.SCHEDULE 13G/A2026-05-142026-03-31942,5562.21%
Schroder Investment Management LimitedSCHEDULE 13G2026-05-142026-03-311,177,2792.8%
SCHRODER INVESTMENT MANAGEMENT GROUPSCHEDULE 13G2026-05-142026-03-312,382,7035.6%
Schroder Investment Management North America Inc.SCHEDULE 13G2026-05-142026-03-318080%
Schroder Investment Management (Europe) S.A.SCHEDULE 13G2026-05-142026-03-311,204,6162.8%
STATE STREET CORPORATIONSCHEDULE 13G2026-05-122026-03-312,175,9665.1%
Vanguard Portfolio ManagementSCHEDULE 13G2026-04-292026-03-312,580,0286.06%
The Vanguard GroupSCHEDULE 13G/A2026-03-272026-03-1300%
Jeremy J. ModellSCHEDULE 13G2026-02-132025-12-312,617,9455.98%
Modell Capital LLCSCHEDULE 13G2026-02-132025-12-312,617,9455.98%
Neuberger Berman Investment Advisers LLCSCHEDULE 13G2025-07-182025-06-302,842,5706.4%
Neuberger Berman Group LLCSCHEDULE 13G2025-07-182025-06-302,862,2876.4%
Elizabeth H. WileySCHEDULE 13D/A2025-05-132025-05-098,128,33690.74%
W. Bradford Wiley & Associates, L.P.SCHEDULE 13D/A2025-05-132025-05-09301,6450.67%
Jesse C. WileySCHEDULE 13D/A2025-05-132025-05-098,150,10190.98%
E.P. Hamilton Trusts LLCSCHEDULE 13D/A2025-05-132025-05-098,125,53690.7%
Peter Booth WileySCHEDULE 13D/A2025-05-132025-05-098,168,65891.19%
W. Bradford Wiley IISCHEDULE 13D/A2025-05-132025-05-098,162,25691.11%
WG6 LLCSCHEDULE 13D/A2025-05-132025-05-091,200,0002.67%
Deborah E. WileySCHEDULE 13D/A2025-05-132025-05-098,193,81591.47%
Celia WileySCHEDULE 13D/A2025-05-132025-05-098,150,59990.98%
EMAI Management, LLCSCHEDULE 13G/A2025-02-142024-12-312,229,9044.95%
Madison Avenue Partners, LPSCHEDULE 13G/A2025-02-142024-12-312,229,9044.95%
Madison Avenue International LPSCHEDULE 13G/A2025-02-142024-12-312,229,9044.95%
Madison Avenue GP, LLCSCHEDULE 13G/A2025-02-142024-12-312,229,9044.95%
Caraway Jackson Investments LLCSCHEDULE 13G/A2025-02-142024-12-312,229,9044.95%
Eli SamahaSCHEDULE 13G/A2025-02-142024-12-312,229,9044.95%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.