John Wiley & Sons, Inc. (WLY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

53,441,667Shares Outstanding

783,655Shares held by institutions

$23,219,698Value of institutional holdings

75.75%Institutional ownership %

3.16%Shares Changed QoQ

223No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for John Wiley & Sons, Inc. (NYSE:WLY) includes 223 filers as of the latest reporting cycle ending December 2025.

The collective stake of institutional investors in John Wiley & Sons moved to 75.8% in December 2025, a shift down from the 78.2% reported for September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 3.16%, with a year-over-year a decrease of 8.98% in the count of filers.
Of these 223 institutional investors, 97 increased their holdings in John Wiley & Sons, while 92 of them reduced positions, and 34 investors maintained their exposure.
The aggregate institutional position in John Wiley & Sons now stands at 40.48Mn shares as of December 2025, after investors increased their holdings (up by 1.24Mn shares quarter on quarter which is down 1.56Mn shares year over year).
BlackRock, Inc. continues to be the largest institutional holder of John Wiley & Sons as of December 31, 2025, with a position of 6.13Mn shares, representing 11.47% of the company's outstanding stock.
Among the most significant buyers of John Wiley & Sons during December 2025 were SILVERCREST ASSET MANAGEMENT GROUP LLC (921.29K), BANK OF MONTREAL /CAN/ (441.60K), Clarkston Capital Partners, LLC (410.12K), MARSHALL WACE, LLP (400.67K), GOLDMAN SACHS GROUP INC (327.67K).
Leading sellers of John Wiley & Sons stock in December 2025 included SG Capital Management LLC (1.22Mn), MORGAN STANLEY (746.39K), Neuberger Berman Group LLC (205.08K), BROWN ADVISORY INC (163.38K), Intrinsic Edge Capital Management LLC (162.10K).
The top 10 institutional holders of John Wiley & Sons for the quarter ending December 2025 included BlackRock, Inc. (6.13Mn), VANGUARD GROUP INC (4.84Mn), Neuberger Berman Group LLC (3.07Mn), Clarkston Capital Partners, LLC (2.62Mn), SCHRODER INVESTMENT MANAGEMENT GROUP (1.81Mn), STATE STREET CORP (1.70Mn), DIMENSIONAL FUND ADVISORS LP (1.60Mn), Madison Avenue Partners, LP (1.15Mn), BROWN ADVISORY INC (1.04Mn), GEODE CAPITAL MANAGEMENT, LLC (953.90K).

223 Institutional Holders

783,655 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,131,272	147,412	2.46%	$187,800,865.00
VANGUARD GROUP INC	31 Dec, 2025	4,840,470	25,174	0.52%	$148,263,596.00
Neuberger Berman Group LLC	31 Dec, 2025	3,067,547	-205,078	-6.27%	$93,958,951.00
Clarkston Capital Partners, LLC	31 Dec, 2025	2,617,945	410,121	18.58%	$80,187,655.00
SCHRODER INVESTMENT MANAGEMENT GROUP	31 Dec, 2025	1,807,857	234,527	14.91%	$55,374,660.00
STATE STREET CORP	31 Dec, 2025	1,696,296	24,269	1.45%	$52,554,224.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,600,812	43,012	2.76%	$49,034,481.00
Madison Avenue Partners, LP	31 Dec, 2025	1,147,258	-23,366	-2.00%	$35,140,513.00
BROWN ADVISORY INC	31 Dec, 2025	1,042,681	-163,382	-13.55%	$31,937,318.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	953,904	-5,158	-0.54%	$29,223,554.00
SILVERCREST ASSET MANAGEMENT GROUP LLC	31 Dec, 2025	921,289	921,289	0.00%	$28,219,154.00
Bank of New York Mellon Corp	31 Dec, 2025	827,804	96,076	13.13%	$25,355,639.00
PALISADE CAPITAL MANAGEMENT, LP	31 Dec, 2025	822,197	-119,913	-12.73%	$25,183,894.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	794,900	-83,693	-9.53%	$24,347,787.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	672,133	-432	-0.06%	$20,587,434.00
JPMORGAN CHASE & CO	31 Dec, 2025	635,113	-14,908	-2.29%	$19,453,511.00
MORGAN STANLEY	31 Dec, 2025	621,784	-746,391	-54.55%	$19,045,299.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	533,223	327,670	159.41%	$16,332,618.00
BANK OF MONTREAL /CAN/	31 Dec, 2025	441,603	441,603	0.00%	$13,526,300.00
MARSHALL WACE, LLP	31 Dec, 2025	400,674	400,674	0.00%	$12,272,645.00

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