John Wiley & Sons, Inc.
WLY- Exchange
- NYSE
- Industry
- Books: Publishing or Publishing & Printing
- SEC CIK
- 0000107140
No open-market purchases or sales by John Wiley & Sons, Inc. insiders were filed in the last 90 days; 266 institutions reported holding it in 13F filings for Q2 2026, worth $2.03B in total; no superinvestor holds it.
Other share classesWLYB
13F holders, Q3 2023
Institutional positions in John Wiley & Sons, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 239
- +19 vs. Q2 2023
- Shares held
- 40.3M
- −1.27M (−3.1%) vs. Q2 2023
- Total value
- $1.50B
- +$96.6M (+6.9%) vs. Q2 2023
- New holders
- 43
- 86 more added
- Sold out
- 24
- 83 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 266 | $2.03B |
| Q1 2026 | 249 | $1.60B |
| Q4 2025 | 236 | $1.27B |
| Q3 2025 | 251 | $1.68B |
| Q2 2025 | 269 | $1.86B |
| Q1 2025 | 256 | $1.85B |
| Q4 2024 | 244 | $1.82B |
| Q3 2024 | 235 | $1.96B |
| Q2 2024 | 241 | $1.59B |
| Q1 2024 | 213 | $1.53B |
| Q4 2023 | 236 | $1.28B |
| Q3 2023 | 239 | $1.50B |
| Q2 2023 | 221 | $1.40B |
| Q1 2023 | 230 | $1.57B |
| Q4 2022 | 222 | $1.65B |
| Q3 2022 | 228 | $1.53B |
| Q2 2022 | 242 | $1.92B |
| Q1 2022 | 229 | $2.17B |
| Q4 2021 | 246 | $2.33B |
| Q3 2021 | 232 | $2.18B |
| Q2 2021 | 234 | $2.58B |
| Q1 2021 | 237 | $2.25B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding John Wiley & Sons, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 154,989 | $5.76M | 0.03% | +878+0.6% | Added |
| Nordea Investment Management AB | 152,659 | $5.78M | 0.01% | +64,193+72.6% | Added |
| Van Eck Associates Corp | 166,258 | $6.18M | 0.01% | −27,262−14.1% | Reduced |
| D. E. Shaw & Co., Inc. | 195,941 | $7.28M | 0.01% | +77,180+65.0% | Added |
| Grandfield & Dodd, LLC | 198,190 | $7.37M | 0.54% | −126,614−39.0% | Reduced |
| Invesco Ltd. | 204,874 | $7.62M | 0.00% | −1,698−0.8% | Reduced |
| Millennium Management LLC | 208,656 | $7.76M | 0.01% | +190,036+1,020.6% | Added |
| Ameriprise Financial Inc | 213,886 | $7.95M | 0.00% | −49,191−18.7% | Reduced |
| Marshall Wace, LLP | 219,044 | $8.14M | 0.02% | +219,044 | New |
| ProShare Advisors LLC | 220,351 | $8.19M | 0.03% | +7,486+3.5% | Added |
| Cubist Systematic Strategies, LLC | 226,898 | $8.43M | 0.10% | +132,721+140.9% | Added |
| Loomis Sayles & Co L P | 233,300 | $8.67M | 0.01% | −4,707−2.0% | Reduced |
| Principal Financial Group Inc | 237,769 | $8.84M | 0.01% | −10,288−4.1% | Reduced |
| New York State Common Retirement Fund | 270,894 | $10.1M | 0.01% | −221−0.1% | Reduced |
| Victory Capital Management Inc | 309,737 | $11.5M | 0.01% | +39,495+14.6% | Added |
| Norges Bank | 310,330 | $11.5M | 0.00% | +223,021+255.4% | Added |
| Raymond James & Associates | 371,757 | $13.8M | 0.01% | −484−0.1% | Reduced |
| Nuveen Asset Management, LLC | 416,816 | $15.5M | 0.01% | +195,376+88.2% | Added |
| JPMorgan Chase & Co | 428,034 | $15.9M | 0.00% | +53,168+14.2% | Added |
| Northern Trust Corp | 454,369 | $16.9M | 0.00% | +6,865+1.5% | Added |
| Federated Hermes, Inc. | 480,022 | $17.8M | 0.05% | −94,412−16.4% | Reduced |
| Morgan Stanley | 499,534 | $18.6M | 0.00% | −124,803−20.0% | Reduced |
| J. Goldman & Co LP | 605,866 | $22.5M | 1.13% | +525,970+658.3% | Added |
| Citadel Advisors LLC | 613,551 | $22.8M | 0.02% | +185,688+43.4% | Added |
| Charles Schwab Investment Management Inc | 615,634 | $22.9M | 0.01% | +55,144+9.8% | Added |
| Cardinal Capital Management LLC | 717,714 | $26.7M | 1.14% | −388,489−35.1% | Reduced |
| William Blair Investment Management, LLC | 742,365 | $27.6M | 0.09% | −49,549−6.3% | Reduced |
| Goldman Sachs Group Inc | 763,660 | $28.4M | 0.01% | −100,580−11.6% | Reduced |
| Geode Capital Management, LLC | 874,900 | $32.5M | 0.00% | +15,141+1.8% | Added |
| Bank of New York Mellon Corp | 884,008 | $32.9M | 0.01% | +18,658+2.2% | Added |
| Palisade Capital Management LLC | 1,048,131 | $39.0M | 1.09% | +15,308+1.5% | Added |
| Schroder Investment Management Group | 1,099,511 | $40.9M | 0.06% | +439,837+66.7% | Added |
| Dimensional Fund Advisors LP | 1,779,719 | $66.2M | 0.02% | +153,440+9.4% | Added |
| Champlain Investment Partners, LLC | 2,002,675 | $74.4M | 0.48% | −2,215−0.1% | Reduced |
| State Street Corp | 2,417,729 | $89.9M | 0.00% | −2,854,754−54.1% | Reduced |
| Clarkston Capital Partners, LLC | 2,853,608 | $106.1M | 2.08% | −23,090−0.8% | Reduced |
| Vanguard Group Inc | 5,466,223 | $203.2M | 0.00% | +123,637+2.3% | Added |
| BlackRock Inc. | 6,756,792 | $251.1M | 0.01% | −175,848−2.5% | Reduced |
| Ironwood Investment Counsel, LLC | 5,635 | – | – | +5,635 | New |
| Willis Investment Counsel | 0 | $0 | 0.00% | −74,397−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −36,615−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,198−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,103−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,983−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −9,187−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,484−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −7,078−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −6,942−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −6,475−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,756−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −701−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Foster Dykema Cabot & Co Inc | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |