As of November 6, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of John Wiley & Sons Inc. The largest reported stake is Neuberger Berman Group LLC's, at 6.4%. 9 filings are on record since July 18, 2025 (Schedule 13G, July 18, 2025).
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Key facts
- · Reporting person: Schroder Investment Management Group · Sole voting: 468,884 · Shared voting: 0 · Sole dispositive: 468,884 · Shared dispositive: 0 · SCHEDULE 13G, 2026-05-14
- · Reporting person: Clarkston Capital Partners, LLC · Sole voting: 385,000 · Shared voting: 556,351 · Sole dispositive: 385,000 · Shared dispositive: 557,556 · SCHEDULE 13G/A, 2026-05-14
- · Reporting person: State Street Corporation · Sole voting: 0 · Shared voting: 1,951,357 · Sole dispositive: 0 · Shared dispositive: 2,175,966 · SCHEDULE 13G, 2026-05-12
- · Reporting person: Vanguard Portfolio Management · Sole voting: 78,049 · Shared voting: 0 · Sole dispositive: 2,580,028 · Shared dispositive: 0 · SCHEDULE 13G, 2026-04-29
- · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
John Wiley & Sons Inc has 9 Schedule 13D or 13G filings on record since 2025-07-18. 4 holders' latest filing reports 5% or more of cl a. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Neuberger Berman Group LLC | 6.4% | 2,862,287 | SCHEDULE 13G, 2025-07-18 | 2025-06-30 |
| Vanguard Portfolio Management | 6.06% | 2,580,028 | SCHEDULE 13G, 2026-04-29 | 2026-03-31 |
| Schroder Investment Management Group | 5.6% | 2,382,703 | SCHEDULE 13G, 2026-05-14 | 2026-03-31 |
| State Street Corporation | 5.1% | 2,175,966 | SCHEDULE 13G, 2026-05-12 | 2026-03-31 |
| Clarkston Capital Partners, LLC | 2.21% | 942,556 | SCHEDULE 13G/A, 2026-05-14 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on John Wiley & Sons Inc and the records around it.
John Wiley & Sons Inc elsewhere on the record
- Leadership changes Jul 2026
- Who owns it
Companies that share a holder
- Clarkston Capital Partners, LLC also filed stake reports on 8 other companies: CLARIVATE PLC (May 2026), ENERGIZER HOLDINGS, INC. (May 2026), NEOGEN CORP (May 2026)
- SCHRODER INVESTMENT MANAGEMENT GROUP also filed stake reports on 9 other companies: HMH Holding Inc (Aug 2026), ManpowerGroup Inc (Aug 2026), AUNA S.A. (Feb 2026)
- Neuberger Berman Group LLC also filed stake reports on 37 other companies: Stock Yards Bancorp, Inc. (Nov 2026), TRANSCAT INC (Nov 2026), Hagerty Inc CLass A (Oct 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| Vanguard Portfolio Management | 78,049 | 0 | 2,580,028 | 0 | SCHEDULE 13G, 2026-04-29 |
| Schroder Investment Management Group | 468,884 | 0 | 468,884 | 0 | SCHEDULE 13G, 2026-05-14 |
| Schroder Investment Management Limited | 468,884 | 0 | 468,884 | 0 | SCHEDULE 13G, 2026-05-14 |
| Schroder Investment Management North America Inc. | 808 | 0 | 808 | 0 | SCHEDULE 13G, 2026-05-14 |
| Schroder Investment Management (Europe) S.A. | 0 | 0 | 0 | 0 | SCHEDULE 13G, 2026-05-14 |
| State Street Corporation | 0 | 1,951,357 | 0 | 2,175,966 | SCHEDULE 13G, 2026-05-12 |
| Clarkston Capital Partners, LLC | 385,000 | 556,351 | 385,000 | 557,556 | SCHEDULE 13G/A, 2026-05-14 |
| Clarkston Companies, Inc. | 385,000 | 556,351 | 385,000 | 557,556 | SCHEDULE 13G/A, 2026-05-14 |
| Jeffrey A. Hakala | 385,000 | 556,351 | 385,000 | 557,556 | SCHEDULE 13G/A, 2026-05-14 |
| Gerald W. Hakala | 385,000 | 556,351 | 385,000 | 557,556 | SCHEDULE 13G/A, 2026-05-14 |
The latest filing identifies John Wiley & Sons Inc by CUSIP 968223206 and gives its principal executive office as 111 RIVER STREET, HOBOKEN (SCHEDULE 13G, 2026-05-14).
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-07-18 | Neuberger Berman Group LLC | 6.4% | SCHEDULE 13G |
| 2025-08-13 | Clarkston Capital Partners, LLC | 4.24% | SCHEDULE 13G/A |
| 2025-10-30 | The Vanguard Group | 10.83% | SCHEDULE 13G/A |
| 2026-02-13 | Clarkston Capital Partners, LLC | 5.98% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-29 | Vanguard Portfolio Management | 6.06% | SCHEDULE 13G |
| 2026-05-12 | State Street Corporation | 5.1% | SCHEDULE 13G |
| 2026-05-14 | Clarkston Capital Partners, LLC | 2.21% | SCHEDULE 13G/A |
| 2026-05-14 | Schroder Investment Management Group | 5.6% | SCHEDULE 13G |
Questions about who owns John Wiley & Sons Inc
Who owns John Wiley & Sons Inc?
On this page, 4 holders' latest ownership filings report 5% or more of John Wiley & Sons Inc: Neuberger Berman Group LLC (6.4%, Schedule 13G, filed 2025-07-18), Vanguard Portfolio Management (6.06%, Schedule 13G, filed 2026-04-29), Schroder Investment Management Group (5.6%, Schedule 13G, filed 2026-05-14) and State Street Corporation (5.1%, Schedule 13G, filed 2026-05-12).
Who are the largest shareholders of John Wiley & Sons Inc?
By the share each holder's latest filing reports, the largest holders of John Wiley & Sons Inc on this page are Neuberger Berman Group LLC (6.4%), Vanguard Portfolio Management (6.06%) and Schroder Investment Management Group (5.6%).
When did Neuberger Berman Group LLC buy into John Wiley & Sons Inc?
The filings give report dates, not purchase dates. The earliest filing from Neuberger Berman Group LLC on this page is the Schedule 13G, filed 2025-07-18, reporting 6.4%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 9 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for John Wiley & Sons Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| July 9, 2026 | Leadership change: Frank Scognamiglio appointed, Chief Accounting Officer | — | Leadership changes | Source |
| June 15, 2026 | Leadership change: Mari J. Baker departs | — | Leadership changes | Source |
| May 6, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.