John Wiley & Sons WLY Institutional Ownership

NYSE WLY

$51.80 -0.92 (-1.74%)

As of: Oct 19, 2026 · 3:59 PM EDT

Institutions by Trading Activity

264 Institutions

Increased 142 53.8%

Unchanged 45 17.0%

Reduced 77 29.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

99.07%

▲+1.17 pp QoQ

Shares Held by Institutions

41.70Mn

of 42.10Mn outstanding

▼-0.56% QoQ

Shares Outstanding

42.10Mn

390.65K held outside 13F filers

Institutional Investors

264

filed 13F for Jun 2026

▲+17 vs prior quarter

Net Shares Added (QoQ)

-234.43K

distributed since last quarter

Value of Holdings

$2.21Bn

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

Updated Oct 11, 2026

John Wiley & Sons, Inc. (NYSE:WLY) counted 264 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 99.07% of outstanding shares in Q2 2026, up from 97.90% in Q1 2026.
Total shares held in John Wiley & Sons fell 0.56% from Q1 2026, while the number of holders fell 0.75% from Q2 2025.
Of these 264 holders, 142 added to their positions, 77 reduced their stakes and 45 left their positions unchanged.
In total, institutional investors held 41.7Mn shares of John Wiley & Sons at the end of Q2 2026, down 234.43K from the prior quarter and up 1.24Mn from a year earlier.
BlackRock, Inc. was the top holder of John Wiley & Sons as of June 30, 2026, with 6.2Mn shares, or 14.73% of shares outstanding.
Holders that added the most shares of John Wiley & Sons in Q2 2026 were LSV Asset Management (+880.25K shares), Principal Financial Group Inc (+555.83K shares), Neumeier Poma Investment Counsel LLC (+454.89K shares), Goldman Sachs Group Inc (+222.28K shares) and Man Group plc (+145.77K shares).
The biggest cuts to WLY positions during Q2 2026 came from Palisade Capital Management, LP (-409.99K shares), Jane Street Group, LLC (-329.05K shares), William Blair Investment Management, LLC (-294.76K shares), Invesco Ltd. (-271.12K shares) and Marshall Wace, LLP (-217.2K shares).
Per Business Quant, the top 10 investors in WLY for the quarter ended June 30, 2026 were BlackRock, Inc. (6.2Mn shares), Neuberger Berman Group LLC (3.02Mn shares), Vanguard Portfolio Management LLC (2.49Mn shares), Schroder Investment Management Group (2.43Mn shares), State Street Corp (2.26Mn shares), Dimensional Fund Advisors LP (1.88Mn shares), Vanguard Capital Management LLC (1.67Mn shares), Bank of Montreal (1.58Mn shares), Brown Advisory Inc (1.27Mn shares) and LSV Asset Management (1.02Mn shares).

Form 13F Holdings

264 Institutional Holders

Report period 30 Jun, 2026

Total shares held 41.70Mn

Of outstanding 99.07%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	6,200,086	14.73%	▲37,716	+0.61%	$300.77Mn
2	Neuberger Berman Group LLC	0001465109	3,019,238	7.17%	▲2,140	+0.07%	$146.46Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	2,494,247	5.93%	▼7,732	-0.31%	$121.00Mn
4	SCHRODER INVESTMENT MANAGEMENT GROUP	0001086619	2,434,536	5.78%	▲51,833	+2.18%	$118.10Mn
5	State Street Corp	0000093751	2,263,854	5.38%	▲87,888	+4.04%	$109.73Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	1,883,440	4.47%	▲53,764	+2.94%	$91.36Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,666,448	3.96%	▼53,084	-3.09%	$80.84Mn
8	Bank Of Montreal /Can/	0000927971	1,578,053	3.75%	▼12,415	-0.78%	$76.55Mn
9	BROWN ADVISORY INC	0001345929	1,266,653	3.01%	▲57,237	+4.73%	$61.45Mn
10	LSV ASSET MANAGEMENT	0001050470	1,022,604	2.43%	▲880,251	+618.36%	$49.61K
11	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,006,220	2.39%	▲35,463	+3.65%	$48.82Mn
12	SILVERCREST ASSET MANAGEMENT GROUP LLC	0001232395	923,562	2.19%	▼49,104	-5.05%	$44.80Mn
13	NEUMEIER POMA INVESTMENT COUNSEL LLC	0001044936	865,460	2.06%	▲454,895	+110.80%	$41.98Mn
14	Bank of New York Mellon Corp	0001390777	790,867	1.88%	▼5,324	-0.67%	$38.36Mn
15	Clarkston Capital Partners, LLC	0001562855	759,081	1.80%	▼183,475	-19.47%	$36.82Mn
16	Principal Financial Group Inc	0001126328	752,766	1.79%	▲555,831	+282.24%	$36.52Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	713,846	1.70%	▼33,788	-4.52%	$34.63Mn
18	Morgan Stanley	0000895421	665,627	1.58%	▼18,371	-2.69%	$32.29Mn
19	Goldman Sachs Group Inc	0000886982	576,223	1.37%	▲222,285	+62.80%	$27.95Mn
20	Invesco Ltd.	0000914208	545,369	1.30%	▼271,116	-33.21%	$26.46Mn

Showing 1 to 20 of 264 holders