Vault-13

BEL FUSE INC BELFA

CL A · Common Stock · CUSIP 077347201

26 institutional holders +6 vs Q1 2023
675,011675.0k shares reported held*
$39.2mreported value*
7 new 6 added 8 reduced 1 sold out net bought ≈ $1.4m (+24.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $58.06.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 17Q4 22: 18Q1 23: 20Q2 23: 2626Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202217
Q4 202218
Q1 202320
Q2 202326

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q4 22: 6 bought or addedQ4 22: 6 cut or sold outQ4 22Q1 23: 6 bought or addedQ1 23: 10 cut or sold outQ1 23Q2 23: 13 bought or addedQ2 23: 9 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202266
Q1 2023610
Q2 2023139

Biggest buyers

STATE STREET CORP New +9,314+9.3k
NORTHERN TRUST CORP New +7,114+7.1k
BANK OF MONTREAL /CAN/ New +5,839+5.8k
Janney Montgomery Scott LLC New +4,789+4.8k
CITADEL ADVISORS LLC New +3,506+3.5k
GEODE CAPITAL MANAGEMENT, LLC New +3,458+3.5k
RENAISSANCE TECHNOLOGIES LLC Added +1,400+1.4k
Potrero Capital Research LLC Added +853+853
VANGUARD GROUP INC Added +712+712
BlackRock Inc. Added +197+197

Biggest sellers

GAMCO INVESTORS, INC. ET AL Reduced -7,900-7.9k
GABELLI FUNDS LLC Reduced -2,000-2.0k
DIMENSIONAL FUND ADVISORS LP Reduced -1,970-2.0k
Manchester Capital Management LLC Reduced -779-779
Tower Research Capital LLC (TRC) Reduced -211-211
UBS Group AG Reduced -154-154
OSAIC HOLDINGS, INC. Reduced -98-98
MORGAN STANLEY Reduced -74-74
FNY Investment Advisers, LLC Sold out -14-14

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: HIGHBRIDGE CAPITAL MANAGEMENT LLC (0.0%, 2026-08-14), BARCLAYS PLC (1.7%, 2026-08-13), GAMCO INVESTORS, INC. ET AL (3.0%, 2026-01-28)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 1 buyingQ4 21: 1 sellingQ4 21Q1 22: 1 buyingQ1 22: 0 sellingQ2 22: 1 buyingQ2 22: 0 sellingQ2 22Q3 22: 1 buyingQ3 22: 2 sellingQ4 22: 1 buyingQ4 22: 3 sellingQ4 22Q1 23: 1 buyingQ1 23: 0 sellingQ2 23: 1 buyingQ2 23: 1 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20211$37.0k1$42.1k—
Q1 20221$17.8k0——
Q2 20221$3.9k0——
Q3 20221$12.9k2$90.8k—
Q4 20221$8.4k3$496.3k—
Q1 20231$13.0k0——
Q2 20231$11.2k1$223.0k—
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-15 Tuweiq Farouq Salem Ali Chief Financial Officer Bought 200 $56.10 $11.2k200 shares +8%
2023-05-11 GILBERT PETER E Director Sold 5,000 $44.59 $223.0k5.0k shares -21%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GABELLI FUNDS LLC 0.09% of their portfolio Rye, NY 208,700208.7k $12.1m $12.1m 0.09% Reduced -2.0k -2,000
2 GAMCO INVESTORS, INC. ET AL 0.10% of their portfolio GREENWICH, CT 164,738164.7k $9.6m $9.6m 0.10% Reduced -7.9k -7,900
3 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 95,05495.1k $5.5m $5.5m 0.00% Reduced -2.0k -1,970
4 Potrero Capital Research LLC 2.81% of their portfolio SAN FRANCISCO, CA 76,10076.1k $4.4m $4.4m 2.81% Added +853 +853
5 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 27,60027.6k $1.6m $1.6m 0.00% Added +1.4k +1,400
6 SANTA MONICA PARTNERS LP 1.10% of their portfolio PALM BEACH GARDENS, FL 23,43423.4k $1.4m $1.4m 1.10% Unchanged
7 ROYCE & ASSOCIATES LP 0.01% of their portfolio New York, NY 18,80518.8k $1.1m $1.1m 0.01% Unchanged
8 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 9,3149.3k $542.8k $542.8k 0.00% New
9 HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 7,6917.7k $446.1k $446.1k 0.01% Unchanged
10 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 7,5607.6k $438.5k $438.5k 0.00% Added +712 +712
11 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 7,1147.1k $412.6k $412.6k 0.00% New
12 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 5,8395.8k $346.5k $346.5k 0.00% New
13 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,7894.8k $278.0k $278.0k 0.00% New
14 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,5253.5k $204.4k $204.4k 0.00% Reduced -154 -154
15 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,5063.5k $204.3k $204.3k 0.00% New
16 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 3,4583.5k $201.5k $201.5k 0.00% New
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,7392.7k $158.9k $158.9k 0.00% Reduced -98 -98
18 Manchester Capital Management LLC 0.02% of their portfolio MANCHESTER, VT 2,0002.0k $116.6k $116.6k 0.02% Reduced -779 -779
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,6661.7k $96.6k $96.6k 0.00% Reduced -74 -74
20 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 500500 $29.0k $29.0k 0.00% Unchanged
21 BlackRock Inc. 0.00% of their portfolio New York, NY 443443 $25.7k $25.7k 0.00% Added +197 +197
22 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 206206 $11.9k $11.9k 0.00% Reduced -211 -211
23 Baader Bank Aktiengesellschaft 0.00% of their portfolio Unterschleissheim, 2M 137137 $6.2k $6.2k 0.00% Added +89 +89
24 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8080 $4.7k $4.7k 0.00% New
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1313 $755 $755 0.00% Added +1 +1
26 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged