Vault-13

BEL FUSE INC BELFA

CL A · Common Stock · CUSIP 077347201

41 institutional holders +8 vs Q1 2024
975,523975.5k shares reported held*
$78.9mreported value*
14 new 10 added 11 reduced 7 sold out net bought ≈ $13.1m (+161.3k 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 ≈ $80.91.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 17Q4 22: 18Q1 23: 20Q2 23: 26Q3 23: 26Q4 23: 27Q1 24: 33Q2 24: 4141Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202217
Q4 202218
Q1 202320
Q2 202326
Q3 202326
Q4 202327
Q1 202433
Q2 202441

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 22: 6 bought or addedQ4 22: 6 cut or sold outQ4 22Q1 23: 6 bought or addedQ1 23: 10 cut or sold outQ2 23: 13 bought or addedQ2 23: 9 cut or sold outQ2 23Q3 23: 11 bought or addedQ3 23: 11 cut or sold outQ4 23: 11 bought or addedQ4 23: 11 cut or sold outQ4 23Q1 24: 21 bought or addedQ1 24: 6 cut or sold outQ2 24: 24 bought or addedQ2 24: 18 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202266
Q1 2023610
Q2 2023139
Q3 20231111
Q4 20231111
Q1 2024216
Q2 20242418

Biggest buyers

BlackRock Inc. Added +77,728+77.7k
VANGUARD GROUP INC Added +69,895+69.9k
BROWN ADVISORY INC Added +32,537+32.5k
GEODE CAPITAL MANAGEMENT, LLC Added +20,141+20.1k
STATE STREET CORP Added +12,935+12.9k
Bank of New York Mellon Corp New +5,489+5.5k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +4,171+4.2k
Invesco Ltd. New +2,906+2.9k
RHUMBLINE ADVISERS Added +1,877+1.9k
DEUTSCHE BANK AG\ New +1,306+1.3k

Biggest sellers

Potrero Capital Research LLC Sold out -24,069-24.1k
GAMCO INVESTORS, INC. ET AL Reduced -10,500-10.5k
GOLDMAN SACHS GROUP INC Sold out -6,686-6.7k
Qube Research & Technologies Ltd Sold out -6,475-6.5k
BARCLAYS PLC Reduced -5,464-5.5k
MARSHALL WACE, LLP Reduced -5,021-5.0k
MORGAN STANLEY Reduced -4,597-4.6k
MILLENNIUM MANAGEMENT LLC Sold out -3,698-3.7k
GABELLI FUNDS LLC Reduced -2,500-2.5k
CITADEL ADVISORS LLC Reduced -1,725-1.7k

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 2024

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 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 23Q3 23: 2 buyingQ3 23: 1 sellingQ4 23: 1 buyingQ4 23: 4 sellingQ4 23Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20221$12.9k2$90.8k—
Q4 20221$8.4k3$496.3k—
Q1 20231$13.0k0——
Q2 20231$11.2k1$223.0k—
Q3 20232$66.0k1$728.0k—
Q4 20231$12.4k4$434.9k—
Q1 20240—1$56.7k—
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GABELLI FUNDS LLC 0.12% of their portfolio Rye, NY 199,000199.0k $16.1m $16.1m 0.12% Reduced -2.5k -2,500
2 BROWN ADVISORY INC 0.02% of their portfolio BALTIMORE, MD 176,874176.9k $14.3m $14.3m 0.02% Added +32.5k +32,537
3 GAMCO INVESTORS, INC. ET AL 0.11% of their portfolio GREENWICH, CT 129,538129.5k $10.5m $10.5m 0.11% Reduced -10.5k -10,500
4 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 91,97492.0k $7.4m $7.4m 0.00% Reduced -545 -545
5 BlackRock Inc. 0.00% of their portfolio New York, NY 81,29881.3k $6.6m $6.6m 0.00% Added +77.7k +77,728
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 74,89774.9k $6.1m $6.1m 0.00% Added +69.9k +69,895
7 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 34,35334.4k $2.8m $2.8m 0.00% Reduced -1.1k -1,147
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 30,91630.9k $2.5m $2.5m 0.00% Added +20.1k +20,141
9 SANTA MONICA PARTNERS LP 1.27% of their portfolio PALM BEACH GARDENS, FL 23,43423.4k $1.9m $1.9m 1.27% Unchanged
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 22,24922.2k $1.8m $1.8m 0.00% Added +12.9k +12,935
11 ADVISORY RESEARCH INC 0.29% of their portfolio CHICAGO, IL 19,24219.2k $1.6m $1.6m 0.29% Unchanged
12 ROYCE & ASSOCIATES LP 0.01% of their portfolio New York, NY 18,80518.8k $1.5m $1.5m 0.01% Unchanged
13 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,90613.9k $1.1m $1.1m 0.00% Added +783 +783
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 13,34113.3k $1.1m $1.1m 0.00% Added +4.2k +4,171
15 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 8,1348.1k $658.1k $658.1k 0.00% Added +453 +453
16 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 5,4895.5k $444.1k $444.1k 0.00% New
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,3244.3k $349.9k $349.9k 0.00% Reduced -1.5k -1,518
18 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 3,1773.2k $257.1k $257.1k 0.00% Reduced -1.7k -1,725
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,1083.1k $251.5k $251.5k 0.00% Reduced -112 -112
20 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 3,0083.0k $243.4k $243.4k 0.00% Reduced -5.0k -5,021
21 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 2,9062.9k $235.1k $235.1k 0.00% New
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 2,5282.5k $204.5k $204.5k 0.00% Reduced -259 -259
23 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 1,9572.0k $158.3k $158.3k 0.00% Added +1.9k +1,877
24 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,9011.9k $153.9k $153.9k 0.00% Reduced -4.6k -4,597
25 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 1,3061.3k $105.7k $105.7k 0.00% New
26 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,3001.3k $105.2k $105.2k 0.00% New
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,1701.2k $94.7k $94.7k 0.00% New
28 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 938938 $75.9k $75.9k 0.00% First filing
29 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 823823 $66.6k $66.6k 0.00% Added +809 +809
30 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 700700 $56.6k $56.6k 0.00% New
31 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 610610 $49.4k $49.4k 0.00% Reduced -5.5k -5,464
32 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 500500 $40.5k $40.5k 0.00% Unchanged
33 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 479479 $38.8k $38.8k 0.00% New
34 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 391391 $31.6k $31.6k 0.00% New
35 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 283283 $22.9k $22.9k 0.00% New
36 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 171171 $13.8k $13.8k 0.00% New
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 164164 $13.0k $13.0k 0.00% New
38 Legal & General Group Plc 0.00% of their portfolio London, X0 143143 $11.6k $11.6k 0.00% New
39 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 126126 $10.2k $10.2k 0.00% New
40 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 6060 $5.0k $5.0k 0.00% New
41 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged