John Wiley & Sons WLY Institutional Ownership

NYSE WLY

$47.01 -0.27 (-0.57%)

At close: Sep 11, 2026 · 4:00 PM EDT

Institutions by Trading Activity

265 Institutions

Increased 143 54.0%

Unchanged 45 17.0%

Reduced 77 29.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

80.85%

▲+0.41 pp QoQ

Shares Held by Institutions

42.42Mn

of 52.47Mn outstanding

▲+5.72% QoQ

Shares Outstanding

52.47Mn

10.05Mn held outside 13F filers

Institutional Investors

265

filed 13F for Jun 2026

▲+18 vs prior quarter

Net Shares Added (QoQ)

+2.29Mn

accumulated since last quarter

Value of Holdings

$1.99Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

John Wiley & Sons, Inc. (NYSE:WLY) appears in 265 institutional 13F filings for the quarter ending June 2026.

These investors held 80.8% of outstanding shares in June 2026, up from 80.4% in March 2026.
They increased total shares held in WLY by 5.72% quarter over quarter, and investors in John Wiley & Sons decreased 1.49% from a year ago.
Activity in WLY broke down as 143 buyers, 77 sellers, and 45 unchanged among 265 total holders.
Institutional investors collectively held 42.42Mn shares in John Wiley & Sons as of June 2026, up by 2.29Mn shares quarter on quarter, and down 1.43Mn shares year over year.
BlackRock, Inc. leads ownership in WLY with 6.2Mn shares as of June 30, 2026, equal to 11.82% of outstanding shares.
Top purchasers of WLY stock for the quarter ending June 2026 included LSV ASSET MANAGEMENT (880.25K), Sixth Street Partners Management Company, L.P. (713.85K), Principal Financial Group Inc (555.83K), NEUMEIER POMA INVESTMENT COUNSEL LLC (454.9K), Goldman Sachs Group Inc (222.28K).
The largest sellers of John Wiley & Sons for the quarter ending June 2026 were PALISADE CAPITAL MANAGEMENT, LP (409.99K), JANE STREET GROUP, LLC (329.05K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (294.76K), Invesco Ltd. (271.12K), MARSHALL WACE, LLP (217.2K).
John Wiley & Sons's 10 largest shareholders as of June 2026 include BlackRock, Inc. (6.2Mn), Neuberger Berman Group LLC (3.02Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (2.49Mn), SCHRODER INVESTMENT MANAGEMENT GROUP (2.43Mn), State Street Corp (2.26Mn), DIMENSIONAL FUND ADVISORS LP (1.88Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.67Mn), Bank Of Montreal /Can/ (1.58Mn), BROWN ADVISORY INC (1.27Mn), LSV ASSET MANAGEMENT (1.02Mn) per Business Quant data.

Form 13F Holdings

265 Institutional Holders

Report period 30 Jun, 2026

Total shares held 42.42Mn

Of outstanding 80.85%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,200,086	11.82%	▲37,716	+0.61%	$300.77Mn
2	Neuberger Berman Group LLC	0001465109	3,019,238	5.75%	▲2,140	+0.07%	$146.46Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,494,247	4.75%	▼7,732	-0.31%	$121.00Mn
4	SCHRODER INVESTMENT MANAGEMENT GROUP	0001086619	2,434,536	4.64%	▲51,833	+2.18%	$118.10Mn
5	State Street Corp	0000093751	2,263,854	4.31%	▲87,888	+4.04%	$109.73Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	1,883,440	3.59%	▲53,764	+2.94%	$91.36Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,666,448	3.18%	▼53,084	-3.09%	$80.84Mn
8	Bank Of Montreal /Can/	0000927971	1,578,053	3.01%	▼12,415	-0.78%	$76.55Mn
9	BROWN ADVISORY INC	0001345929	1,266,653	2.41%	▲57,237	+4.73%	$61.45Mn
10	LSV ASSET MANAGEMENT	0001050470	1,022,604	1.95%	▲880,251	+618.36%	$49.61K
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,006,220	1.92%	▲35,463	+3.65%	$48.82Mn
12	SILVERCREST ASSET MANAGEMENT GROUP LLC	0001232395	923,562	1.76%	▼49,104	-5.05%	$44.80Mn
13	NEUMEIER POMA INVESTMENT COUNSEL LLC	0001044936	865,460	1.65%	▲454,895	+110.80%	$41.98Mn
14	Bank of New York Mellon Corp	0001390777	790,867	1.51%	▼5,324	-0.67%	$38.36Mn
15	Clarkston Capital Partners, LLC	0001562855	759,081	1.45%	▼183,475	-19.47%	$36.82Mn
16	Principal Financial Group Inc	0001126328	752,766	1.43%	▲555,831	+282.24%	$36.52Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	713,846	1.36%	▼33,788	-4.52%	$34.63Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	713,846	1.36%	▲713,846	0.00%	$34.63Mn
18	Morgan Stanley	0000895421	665,627	1.27%	▼18,371	-2.69%	$32.29Mn
19	Goldman Sachs Group Inc	0000886982	576,223	1.10%	▲222,285	+62.80%	$27.95Mn

Showing 1 to 20 of 265 holders