John Wiley & Sons Ownership | Who Owns John Wiley & Sons?

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John Wiley & Sons Ownership Summary

John Wiley & Sons is owned by 74.43% institutional investors, 9.53% insiders, and 16.04% retail investors. Blackrock is the largest institutional shareholder, holding 11.56% of WLY shares. Clarkston Capital SMID Composite is the top mutual fund, with 5.69% of its assets in John Wiley & Sons shares.

WLY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	John Wiley & Sons	74.43%	9.53%	16.04%
Sector	Communication Services Stocks	41.93%	12.83%	45.23%
Industry	Publishing Stocks	45.51%	11.87%	42.62%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.31M	11.56%	$256.96M
Vanguard group	5.37M	9.83%	$218.46M
Clarkston capital partners	3.40M	6.23%	$138.37M
Dimensional fund advisors lp	1.92M	3.53%	$78.33M
Madison avenue partners, lp	1.63M	2.99%	$66.36M
State street	1.57M	2.88%	$64.08M
Schroder investment management group	1.40M	2.56%	$56.99M
Bank of new york mellon	1.30M	2.39%	$53.02M
William blair investment management	1.06M	1.94%	$43.09M
Palisade capital management, lp	993.49K	1.82%	$40.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Madison avenue partners, lp	1.63M	8.38%	$66.36M
Clarkston capital partners	3.40M	2.64%	$138.37M
Palisade capital management, lp	993.49K	1.10%	$40.44M
Access investment management	66.75K	0.88%	$2.72M
Penn mutual asset management	10.00K	0.87%	$407.00K
Kendall capital management	60.32K	0.82%	$2.45M
Clark estates inc/ny	95.80K	0.73%	$3.90M
Caldwell sutter capital	33.94K	0.68%	$1.38M
Arjuna capital	54.38K	0.60%	$2.21M
Uncommon cents investing	37.90K	0.48%	$1.54M

Top Buyers

Holder	Shares	% Assets	Change
Madison avenue partners, lp	1.63M	8.38%	263.75K
Norges bank	149.81K	0.00%	149.81K
Qube research	397.65K	0.03%	114.54K
Goldman sachs group	182.19K	0.00%	94.43K
Dimensional fund advisors lp	1.92M	0.02%	90.69K

Top Sellers

Holder	Shares	% Assets	Change
Clarkston capital partners	3.40M	2.64%	-706.52K
J. goldman & co lp	-	-	-329.06K
Blackrock	6.31M	0.01%	-326.56K
Bank of montreal /can/	-	-	-188.98K
Jpmorgan chase	495.67K	0.00%	-115.70K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	149.81K	0.00%	149.81K	$6.10M
Wedge capital management l l p/nc	30.47K	0.02%	30.47K	$1.24M
Northrock partners	25.89K	0.09%	25.89K	$1.05M
Corebridge financial	21.17K	0.00%	21.17K	$861.54K
Mirae asset global etfs	17.90K	0.00%	17.90K	$728.41K

Sold Out

Holder	Change
Innealta capital	-1.00
Westend capital management	-17.00
Northwestern mutual wealth management	-39.00
International assets investment management	-100.00
Cultivar capital	-160.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	236	-3.28%	40,472,181	3.38%	74	1.45%	109	-12.10%	90	3.45%
Jun 30, 2024	241	11.57%	39,116,007	-1.66%	71	1.37%	123	19.42%	86	3.61%
Mar 31, 2024	216	-10.74%	39,774,339	-1.66%	72	1.33%	103	-8.85%	83	-19.42%
Dec 31, 2023	242	-0.41%	40,445,237	-1.97%	73	1.32%	113	-13.08%	103	27.16%
Sep 30, 2023	243	7.52%	41,256,203	0.24%	74	1.35%	130	19.27%	81	-4.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Clarkston Capital SMID Composite	3.09M	5.69%	-112.71K
iShares Core S&P Small-Cap ETF	2.63M	4.84%	2.54K
Vanguard Total Stock Mkt Idx Inv	1.30M	2.39%	-8.95K
Clarkston Partners Founders	1.11M	2.04%	-124.94K
Vanguard Small Cap Index	1.02M	1.88%	2.00K
iShares Russell 2000 ETF	938.89K	1.73%	-2.11K
Vanguard Small Cap Value Index Inv	690.86K	1.27%	-240.00
Vanguard Institutional Extnd Mkt Idx Tr	619.83K	1.14%	-2.34K
Palisade Small Cap Core Equity	515.95K	0.95%	-51.63K
Brown Advisory Small-Cap Fdmtl Val Inv	444.88K	0.82%	444.88K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 09, 2024	Zipper Todd	EVP & GM, Talent	Sell	$122.46K
Oct 19, 2023	KISSNER MATTHEW S	Interim President and CEO	Buy	$502.03K
Oct 16, 2023	Dobson David C	-	Buy	$149.60K
Jul 21, 2023	Dobson David C	-	Buy	$2.76K
Oct 16, 2023	Dobson David C	-	Buy	$149.60K

Insider Transactions Trends

Date	Buy	Sell
2024 Q1	-	2
2023 Q4	6	-
2023 Q3	4	-
2023 Q2	8	-
2023 Q1	-	4

WLY Ownership FAQ

Who Owns John Wiley & Sons?

John Wiley & Sons shareholders are primarily institutional investors at 74.43%, followed by 9.53% insiders and 16.04% retail investors. The average institutional ownership in John Wiley & Sons's industry, Publishing Stocks , is 45.51%, which John Wiley & Sons exceeds.

Who owns the most shares of John Wiley & Sons?

John Wiley & Sons’s largest shareholders are Blackrock (6.31M shares, 11.56%), Vanguard group (5.37M shares, 9.83%), and Clarkston capital partners (3.4M shares, 6.23%). Together, they hold 27.63% of John Wiley & Sons’s total shares outstanding.

Does Blackrock own John Wiley & Sons?

Yes, BlackRock owns 11.56% of John Wiley & Sons, totaling 6.31M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 256.96M$. In the last quarter, BlackRock decreased its holdings by -327K shares, a -4.92% change.

Who is John Wiley & Sons’s biggest shareholder by percentage of total assets invested?

Madison avenue partners, lp is John Wiley & Sons’s biggest shareholder by percentage of total assets invested, with 8.38% of its assets in 1.63M John Wiley & Sons shares, valued at 66.36M$.

Who is the top mutual fund holder of John Wiley & Sons shares?

Clarkston Capital SMID Composite is the top mutual fund holder of John Wiley & Sons shares, with 5.69% of its total shares outstanding invested in 3.09M John Wiley & Sons shares.

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