John Wiley & Sons, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 6.44 M | $281.43 M | 4.27% | 11.88% |
VANGUARD GROUP INC | 02/11/2025 | 5.32 M | $232.49 M | 0.41% | 9.81% |
CLARKSTON CAPITAL PARTNERS, LLC | 02/13/2025 | 3.05 M | $133.27 M | -7.14% | 5.63% |
MADISON AVENUE PARTNERS, LP | 02/14/2025 | 2.10 M | $91.65 M | -8.45% | 3.87% |
STATE STREET CORP | 02/14/2025 | 1.75 M | $77.32 M | 3.95% | 3.24% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.51 M | $65.88 M | -8.97% | 2.78% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 1.12 M | $48.80 M | -7.66% | 2.06% |
OPHIR ASSET MANAGEMENT PTY LTD | 02/14/2025 | 1.09 M | $47.80 M | 3.68% | 2.02% |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 1.05 M | $46.03 M | 2.50% | 1.94% |
BURGUNDY ASSET MANAGEMENT LTD. | 02/18/2025 | 1.03 M | $44.93 M | 1.74% | 1.90% |
BROWN ADVISORY INC | 02/14/2025 | 1.03 M | $44.88 M | 100.00% | 1.89% |
SCHRODER INVESTMENT MANAGEMENT GROUP | 02/12/2025 | 988,402 | $43.20 M | -26.99% | 1.82% |
PALISADE CAPITAL MANAGEMENT, LP | 02/14/2025 | 987,025 | $43.14 M | 5.59% | 1.82% |
SG CAPITAL MANAGEMENT LLC | 02/14/2025 | 947,361 | $41.41 M | 36.16% | 1.75% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 917,596 | $40.12 M | 4.07% | 1.69% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 798,803 | $34.92 M | 100.00% | 1.47% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 691,828 | $30.24 M | 0.99% | 1.28% |
INVESCO LTD. | 02/13/2025 | 664,390 | $29.04 M | 4.79% | 1.23% |
JPMORGAN CHASE & CO | 02/12/2025 | 526,260 | $23.00 M | -17.89% | 0.97% |
ALTA FOX CAPITAL MANAGEMENT, LLC | 02/14/2025 | 347,047 | $15.17 M | 171.77% | 0.64% |
UBS GROUP AG | 02/14/2025 | 311,717 | $13.63 M | 168.62% | 0.58% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 305,704 | $13.36 M | -16.29% | 0.56% |
SG CAPITAL MANAGEMENT LLC | 02/14/2025 | 300,000 | $13.11 M | 100.00% | 0.55% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 297,820 | $13.02 M | 7.45% | 0.55% |
LOOMIS SAYLES & CO L P | 02/12/2025 | 240,654 | $10.52 M | 16.66% | 0.44% |
D. E. SHAW & CO., INC. | 02/14/2025 | 220,444 | $9.64 M | 0.00% | 0.41% |
PRINCIPAL FINANCIAL GROUP INC | 01/31/2025 | 217,071 | $9.49 M | 3.77% | 0.40% |
WESTFIELD CAPITAL MANAGEMENT CO LP | 02/11/2025 | 194,913 | $8.52 M | -3.40% | 0.36% |
CEREDEX VALUE ADVISORS LLC | 02/13/2025 | 190,199 | $8.31 M | -12.59% | 0.35% |
PROSHARE ADVISORS LLC | 02/14/2025 | 180,316 | $7.88 M | -46.55% | 0.33% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 169,806 | $7.42 M | -26.91% | 0.31% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 164,050 | $7.17 M | -8.38% | 0.30% |
RIVER & MERCANTILE ASSET MANAGEMENT LLP | 02/07/2025 | 164,001 | $7.17 M | 100.00% | 0.30% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 161,511 | $7.06 M | 44.96% | 0.30% |
NORDEA INVESTMENT MANAGEMENT AB | 01/06/2025 | 151,005 | $6.65 M | 8.12% | 0.28% |
INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 02/14/2025 | 150,082 | $6.56 M | 25.07% | 0.28% |
JEFFERIES FINANCIAL GROUP INC. | 02/27/2025 | 145,400 | $6.36 M | 100.00% | 0.27% |
INTECH INVESTMENT MANAGEMENT LLC | 02/11/2025 | 140,085 | $6.12 M | 1,145.86% | 0.26% |
THOMPSON SIEGEL & WALMSLEY LLC | 02/10/2025 | 136,004 | $5.95 M | -33.15% | 0.25% |
JEFFERIES FINANCIAL GROUP INC. | 02/27/2025 | 135,000 | $5.90 M | 100.00% | 0.25% |
CAPTION MANAGEMENT, LLC | 02/14/2025 | 135,000 | $5.90 M | 100.00% | 0.25% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 129,423 | $5.66 M | 261.90% | 0.24% |
ALLIANZ ASSET MANAGEMENT GMBH | 02/03/2025 | 121,971 | $5.33 M | 33.39% | 0.23% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 119,614 | $5.23 M | -1.59% | 0.22% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 116,687 | $5.10 M | 48.94% | 0.22% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 115,505 | $5.05 M | 17.52% | 0.21% |
RHUMBLINE ADVISERS | 01/30/2025 | 115,486 | $5.05 M | -0.61% | 0.21% |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/14/2025 | 102,685 | $4.49 M | 17.42% | 0.19% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 95,539 | $4.18 M | 14.52% | 0.18% |
ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 95,233 | $4.16 M | -36.10% | 0.18% |
John Wiley & Sons, Inc. institutional Ownership - FAQ's
During the previous two years, 282 institutional investors and hedge funds held shares of John Wiley & Sons, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 6.44 M
VANGUARD GROUP INC: 5.32 M
Clarkston Capital Partners, LLC: 3.05 M
Madison Avenue Partners, LP: 2.1 M
STATE STREET CORP: 1.75 M
DIMENSIONAL FUND ADVISORS LP: 1.51 M
76.89% of John Wiley & Sons, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 49.04 M shares in the last 24 months. This purchase volume represents approximately $2.07 B in transactions.