John Wiley & Sons Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 6.13 M | $187.80 M | 2.46% | 11.55% |
| VANGUARD GROUP INC | 01/29/2026 | 4.84 M | $148.26 M | 0.52% | 9.12% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 3.07 M | $93.96 M | -6.27% | 5.78% |
| CLARKSTON CAPITAL PARTNERS, LLC | 02/13/2026 | 2.62 M | $80.19 M | 18.58% | 4.93% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 1.81 M | $55.37 M | 14.91% | 3.41% |
| STATE STREET CORP | 02/13/2026 | 1.70 M | $52.55 M | 1.45% | 3.20% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.60 M | $49.03 M | 2.76% | 3.02% |
| MADISON AVENUE PARTNERS, LP | 02/17/2026 | 1.15 M | $35.14 M | -2.00% | 2.16% |
| BROWN ADVISORY INC | 02/13/2026 | 1.04 M | $31.94 M | -13.55% | 1.96% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 953.90 K | $29.22 M | -0.54% | 1.80% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 921.29 K | $28.22 M | 100.00% | 1.74% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 827.80 K | $25.36 M | 13.13% | 1.56% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/17/2026 | 822.20 K | $25.18 M | -12.73% | 1.55% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 794.90 K | $24.35 M | -9.53% | 1.50% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 672.13 K | $20.59 M | -0.06% | 1.27% |
| INVESCO LTD. | 02/19/2026 | 636.05 K | $19.48 M | 7.52% | 1.20% |
| JPMORGAN CHASE & CO | 02/11/2026 | 635.11 K | $19.45 M | -2.29% | 1.20% |
| MORGAN STANLEY | 02/13/2026 | 621.78 K | $19.05 M | -54.55% | 1.17% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 533.22 K | $16.33 M | 159.41% | 1.00% |
| BANK OF MONTREAL /CAN/ | 02/12/2026 | 441.60 K | $13.53 M | 100.00% | 0.83% |
| MARSHALL WACE, LLP | 02/13/2026 | 400.67 K | $12.27 M | 100.00% | 0.75% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 02/11/2026 | 393.72 K | $12.06 M | -0.49% | 0.74% |
| NORTHERN TRUST CORP | 02/17/2026 | 382.34 K | $11.71 M | -8.08% | 0.72% |
| FMR LLC | 02/17/2026 | 378.23 K | $11.59 M | 21.70% | 0.71% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 351.36 K | $10.76 M | -23.46% | 0.66% |
| NEW YORK STATE COMMON RETIREMENT FUND | 02/12/2026 | 300.40 K | $9.20 M | 0.00% | 0.57% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 02/12/2026 | 283.52 K | $8.68 M | -36.38% | 0.53% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 261.64 K | $8.01 M | 100.00% | 0.49% |
| SG CAPITAL MANAGEMENT LLC | 02/13/2026 | 252.60 K | $7.74 M | -82.87% | 0.48% |
| LOOMIS SAYLES & CO L P | 02/12/2026 | 250.34 K | $7.67 M | -4.64% | 0.47% |
| ALLIANZ ASSET MANAGEMENT GMBH | 02/11/2026 | 240.39 K | $7.36 M | -10.50% | 0.45% |
| THOMPSON SIEGEL & WALMSLEY LLC | 02/10/2026 | 235.46 K | $7.21 M | 139.74% | 0.44% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 230.08 K | $7.05 M | 0.36% | 0.43% |
| CITADEL ADVISORS LLC | 02/17/2026 | 204.36 K | $6.26 M | 78.32% | 0.38% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 195.46 K | $5.99 M | -1.42% | 0.37% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 190.69 K | $5.84 M | 16.43% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 183.85 K | $5.63 M | -35.00% | 0.35% |
| UBS GROUP AG | 01/29/2026 | 164.40 K | $5.04 M | -22.40% | 0.31% |
| ACCESS INVESTMENT MANAGEMENT LLC | 02/02/2026 | 155.94 K | $6.31 M | 0.00% | 0.29% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 147.40 K | $4.51 M | 598.86% | 0.28% |
| NORDEA INVESTMENT MANAGEMENT AB | 01/08/2026 | 141.55 K | $4.35 M | -8.77% | 0.27% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 141.52 K | $4.33 M | -11.49% | 0.27% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 133.14 K | $4.08 M | -8.14% | 0.25% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 128.32 K | $3.93 M | -6.21% | 0.24% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 127.70 K | $3.91 M | 28.34% | 0.24% |
| RHUMBLINE ADVISERS | 02/13/2026 | 112.70 K | $3.45 M | 0.05% | 0.21% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 108.45 K | $3.32 M | -4.98% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 101.24 K | $3.10 M | 3.14% | 0.19% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2026 | 100.78 K | $3.09 M | 100.00% | 0.19% |
| BESSEMER GROUP INC | 02/05/2026 | 100.36 K | $3.07 M | 91,974.31% | 0.19% |
John Wiley & Sons Inc. institutional Ownership - FAQ's
During the previous two years, 327 institutional investors and hedge funds held shares of John Wiley & Sons Inc.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 796,191
UBS Group AG: 263,277
PRINCIPAL FINANCIAL GROUP INC: 196,935
ProShare Advisors LLC: 171,756
Nuveen, LLC: 120,074
Kendall Capital Management: 89,972
77.93% of John Wiley & Sons Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 50.32 M shares in the last 24 months. This purchase volume represents approximately $1.86 B in transactions.