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 | 11/13/2024 | 6.18 M | $297.95 M | 100.00% | 11.36% |
| VANGUARD GROUP INC | 11/13/2024 | 5.30 M | $255.58 M | -1.31% | 9.74% |
| CLARKSTON CAPITAL PARTNERS, LLC | 11/07/2024 | 3.28 M | $158.42 M | -3.43% | 6.04% |
| MADISON AVENUE PARTNERS, LP | 11/14/2024 | 2.29 M | $110.50 M | 40.46% | 4.21% |
| STATE STREET CORP | 11/14/2024 | 1.69 M | $81.45 M | 7.22% | 3.10% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.66 M | $79.88 M | -13.97% | 3.04% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 11/13/2024 | 1.35 M | $65.32 M | -3.31% | 2.49% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.21 M | $58.34 M | -7.19% | 2.22% |
| OPHIR ASSET MANAGEMENT PTY LTD | 11/14/2024 | 1.05 M | $50.89 M | 100.00% | 1.94% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 1.03 M | $49.57 M | -2.95% | 1.89% |
| BURGUNDY ASSET MANAGEMENT LTD. | 11/12/2024 | 1.01 M | $48.74 M | 2.29% | 1.86% |
| MORGAN STANLEY | 11/14/2024 | 990,158 | $47.78 M | 138.39% | 1.82% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 934,806 | $45.10 M | -5.91% | 1.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 881,708 | $42.55 M | -0.03% | 1.62% |
| SG CAPITAL MANAGEMENT LLC | 11/14/2024 | 695,766 | $33.57 M | 100.00% | 1.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 685,052 | $33.05 M | -0.34% | 1.26% |
| JPMORGAN CHASE & CO | 12/26/2024 | 640,940 | $30.93 M | 29.31% | 1.18% |
| INVESCO LTD. | 11/12/2024 | 634,001 | $30.59 M | -11.20% | 1.17% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 407,997 | $21.27 M | 40.10% | 0.75% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 386,614 | $18.65 M | -22.97% | 0.71% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 365,190 | $17.62 M | 41.61% | 0.67% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 277,176 | $13.37 M | -1.67% | 0.51% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 232,337 | $11.21 M | 27.52% | 0.43% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 220,444 | $10.64 M | 0.00% | 0.41% |
| CEREDEX VALUE ADVISORS LLC | 10/29/2024 | 217,599 | $10.50 M | -0.32% | 0.40% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 209,184 | $10.09 M | 0.77% | 0.38% |
| LOOMIS SAYLES & CO L P | 11/13/2024 | 206,281 | $9.95 M | -3.69% | 0.38% |
| THOMPSON SIEGEL & WALMSLEY LLC | 11/12/2024 | 203,458 | $9.82 M | -9.30% | 0.37% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 11/12/2024 | 201,767 | $9.74 M | 1.76% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 183,106 | $8.83 M | 54.56% | 0.34% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 179,053 | $8.64 M | -12.06% | 0.33% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/14/2024 | 175,792 | $8.48 M | -5.45% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 149,027 | $7.19 M | -28.31% | 0.27% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 139,665 | $6.82 M | -4.11% | 0.26% |
| ALTA FOX CAPITAL MANAGEMENT, LLC | 11/14/2024 | 127,698 | $6.16 M | 100.00% | 0.23% |
| CITADEL ADVISORS LLC | 11/14/2024 | 124,576 | $6.01 M | -9.42% | 0.23% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 121,550 | $5.86 M | 1.98% | 0.22% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 11/08/2024 | 120,000 | $5.79 M | 100.00% | 0.22% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 119,485 | $5.77 M | -7.24% | 0.22% |
| RHUMBLINE ADVISERS | 11/12/2024 | 116,190 | $5.61 M | -4.90% | 0.21% |
| UBS GROUP AG | 11/14/2024 | 116,046 | $5.60 M | 50.62% | 0.21% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 111,416 | $5.38 M | -71.98% | 0.20% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 100,473 | $4.85 M | 4.26% | 0.18% |
| SEIZERT CAPITAL PARTNERS, LLC | 11/06/2024 | 95,695 | $4.62 M | -0.94% | 0.18% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/13/2024 | 91,437 | $4.41 M | 22.23% | 0.17% |
| CLARK ESTATES INC/NY | 11/13/2024 | 88,700 | $4.28 M | -7.41% | 0.16% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 87,450 | $4.22 M | -5.51% | 0.16% |
| SWISS NATIONAL BANK | 11/07/2024 | 84,300 | $4.07 M | -1.29% | 0.16% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 83,424 | $4.03 M | 7.64% | 0.15% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 83,100 | $4.01 M | -25.07% | 0.15% |
John Wiley & Sons, Inc.institutional Ownership - FAQ's
During the previous two years, 281 institutional investors and hedge funds held shares of John Wiley & Sons, Inc.. The most heavily invested institutionals were:
EVERENCE CAPITAL MANAGEMENT INC: 0
BlackRock Funding, Inc. /DE: 6.18 M
VANGUARD GROUP INC: 5.3 M
Clarkston Capital Partners, LLC: 3.28 M
Madison Avenue Partners, LP: 2.29 M
STATE STREET CORP: 1.69 M
74.43% of John Wiley & Sons, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 46.08 M shares in the last 24 months. This purchase volume represents approximately $1.95 B in transactions.