Vault-13

BEL FUSE INC BELFB

CL B · Common Stock · CUSIP 077347300

97 institutional holders +6 vs Q4 2022
6,665,7076.7m shares reported held*
$250.6mreported value*
16 new 34 added 33 reduced 9 sold out net bought ≈ $16.3m (+427.3k 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 ≈ $37.59. Options: 2 managers hold calls ($169.1k notional), 3 hold puts ($175.9k).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 83Q4 22: 91Q1 23: 9797Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202283
Q4 202291
Q1 202397

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 44 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 50 bought or addedQ1 23: 42 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224440
Q1 20235042

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 22 calls: $12.0kQ3 22 puts: $222.0kQ3 22P/C 18.50Q4 22 calls: $118.2kQ4 22 puts: $72.4kQ4 22P/C 0.61Q1 23 calls: $169.1kQ1 23 puts: $175.9kQ1 23P/C 1.04
Numbers
QuarterCallsPutsP/C
Q3 2022$12.0k$222.0k18.50
Q4 2022$118.2k$72.4k0.61
Q1 2023$169.1k$175.9k1.04

Biggest buyers

Invesco Ltd. Added +297,364+297.4k
ArrowMark Colorado Holdings LLC New +128,487+128.5k
Potrero Capital Research LLC New +99,274+99.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +77,137+77.1k
JPMORGAN CHASE & CO Added +49,782+49.8k
JANE STREET GROUP, LLC Added +44,964+45.0k
AMERICAN CENTURY COMPANIES INC Added +33,737+33.7k
Squarepoint Ops LLC New +24,816+24.8k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND New +23,400+23.4k
DIMENSIONAL FUND ADVISORS LP Added +22,325+22.3k

Biggest sellers

CITADEL ADVISORS LLC Reduced -97,163-97.2k
MILLENNIUM MANAGEMENT LLC Reduced -66,606-66.6k
Informed Momentum Co LLC Reduced -53,424-53.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -51,700-51.7k
D. E. Shaw & Co., Inc. Reduced -49,794-49.8k
Global IMC LLC Sold out -48,324-48.3k
AMERIPRISE FINANCIAL INC Reduced -34,401-34.4k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -29,157-29.2k
TWO SIGMA ADVISERS, LP Reduced -18,900-18.9k
CAXTON ASSOCIATES LP Reduced -18,722-18.7k

Biggest calls

CITADEL ADVISORS LLC Added $169.1k4.5k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $172.9k4.6k shares
SIMPLEX TRADING, LLC New $3.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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.

HolderStakeChangeShares Last filed
PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-02-17 7.9% new 834.3k≈ $277.8m 2026-02-17
FMR LLC 13G · institution +1.3 pts · filed 2026-08-06 7.1% +1.3 pts 876.1k≈ $291.8m 2026-08-06
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.4% new 570.2k≈ $189.9m 2026-04-29

Fell to 5% or below in the last year: T. Rowe Price Investment Management, Inc. (4.4%, 2026-08-14), Janus Henderson Group Ltd. (4.8%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q1 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
404Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 1 buyingQ4 21: 1 sellingQ1 22: 1 buyingQ1 22: 0 sellingQ1 22Q2 22: 1 buyingQ2 22: 0 sellingQ3 22: 1 buyingQ3 22: 2 sellingQ3 22Q4 22: 1 buyingQ4 22: 3 sellingQ1 23: 1 buyingQ1 23: 0 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
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——
DateInsiderTradeSharesPrice ValueTheir holding
2023-03-13 Tuweiq Farouq Salem Ali Chief Financial Officer Bought 400 $32.50 $13.0k400 shares +20%

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 763,568763.6k $28.7m $28.7m 0.01% Added +22.3k +22,325
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 566,819566.8k $21.3m $21.3m 0.00% Added +1.7k +1,722
3 Portolan Capital Management, LLC 1.81% of their portfolio BOSTON, MA 506,353506.4k $19.0m $19.0m 1.81% Added +19.9k +19,877
4 ACADIAN ASSET MANAGEMENT LLC 0.06% of their portfolio Boston, MA 389,717389.7k $14.6m $14.6m 0.06% Reduced -8.1k -8,139
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 386,335386.3k $14.5m $14.5m 0.00% Added +297.4k +297,364
6 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 352,951353.0k $13.3m $13.3m 0.02% Reduced -51.7k -51,700
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 268,410268.4k $10.1m $10.1m 0.00% Added +8.9k +8,916
8 BlackRock Inc. 0.00% of their portfolio New York, NY 242,247242.2k $9.1m $9.1m 0.00% Reduced -2.5k -2,516
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 233,432233.4k $8.8m $8.8m 0.00% Reduced -34.4k -34,401
10 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 221,241221.2k $8.3m $8.3m 0.02% Reduced -2.6k -2,600
11 Hillsdale Investment Management Inc. 0.63% of their portfolio Toronto, A6 196,501196.5k $7.4m $7.4m 0.63% Unchanged
12 Boston Partners 0.01% of their portfolio BOSTON, MA 139,933139.9k $5.3m $5.3m 0.01% Reduced -7.6k -7,641
13 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 137,612137.6k $5.2m $5.2m 0.01% Added +9.5k +9,465
14 ArrowMark Colorado Holdings LLC 0.05% of their portfolio Denver, CO 128,487128.5k $4.8m $4.8m 0.05% New
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 127,386127.4k $4.8m $4.8m 0.01% Added +77.1k +77,137
16 OBERWEIS ASSET MANAGEMENT INC/ 0.71% of their portfolio LISLE, IL 121,500121.5k $4.6m $4.6m 0.71% Added +6.7k +6,700
17 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 114,097114.1k $4.3m $4.3m 0.00% Added +2.7k +2,675
18 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 113,389113.4k $4.1m $4.1m 0.00% Added +33.7k +33,737
19 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 104,962105.0k $3.9m $3.9m 0.00% Added +15.6k +15,594
20 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 100,437100.4k $3.8m $3.8m 0.00% Reduced -66.6k -66,606
21 Potrero Capital Research LLC 2.51% of their portfolio SAN FRANCISCO, CA 99,27499.3k $3.7m $3.7m 2.51% New
22 GABELLI FUNDS LLC 0.02% of their portfolio Rye, NY 77,49177.5k $2.9m $2.9m 0.02% Reduced -6.3k -6,300
23 SANTA MONICA PARTNERS LP 2.06% of their portfolio PALM BEACH GARDENS, FL 67,63467.6k $2.5m $2.5m 2.06% Unchanged
24 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.06% of their portfolio HOUSTON, TX 61,00961.0k $2.3m $2.3m 0.06% Reduced -7.3k -7,320
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 56,98257.0k $2.1m $2.1m 0.00% Added +45.0k +44,964
26 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1.11% of their portfolio ATLANTA, GA 55,42055.4k $2.1m $2.1m 1.11% Reduced -175 -175
27 Calamos Advisors LLC 0.01% of their portfolio NAPERVILLE, IL 53,32753.3k $2.0m $2.0m 0.01% Added +4.9k +4,904
28 INVESTMENT MANAGEMENT OF VIRGINIA LLC 0.38% of their portfolio RICHMOND, VA 53,01553.0k $2.0m $2.0m 0.38% Added +2.0k +1,975
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 50,98251.0k $1.9m $1.9m 0.00% Added +49.8k +49,782
30 Informed Momentum Co LLC 0.38% of their portfolio SOLANA BEACH, CA 50,90950.9k $1.9m $1.9m 0.38% Reduced -53.4k -53,424
31 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 43,89643.9k $1.6m $1.6m 0.00% Added +2.0k +2,000
32 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio Stamford, CT 42,47242.5k $1.6m $1.6m 0.03% Added +257 +257
33 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 35,58435.6k $1.3m $1.3m 0.02% Added +19.4k +19,374
34 Perritt Capital Management Inc 0.74% of their portfolio Chicago, IL 35,56435.6k $1.3m $1.3m 0.74% Unchanged
35 KENNEDY CAPITAL MANAGEMENT LLC 0.04% of their portfolio ST LOUIS, MO 33,58533.6k $1.3m $1.3m 0.04% Reduced -29.2k -29,157
36 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 30,07930.1k $1.1m $1.1m 0.00% Added +216 +216
37 HORIZON KINETICS ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 28,98829.0k $1.1m $1.1m 0.02% Unchanged
38 Quadrature Capital Ltd 0.03% of their portfolio LONDON, X0 28,40228.4k $1.1m $1.1m 0.03% Reduced -4.1k -4,121
39 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 27,52627.5k $1.0m $1.0m 0.00% Added +2.1k +2,101
40 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 27,11727.1k $1.0m $1.0m 0.00% Reduced -49.8k -49,794
41 Manatuck Hill Partners, LLC 0.48% of their portfolio WESTPORT, CT 25,00025.0k $939.5k $939.5k 0.48% Unchanged
42 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 24,81624.8k $932.6k $932.6k 0.01% New
43 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 23,61523.6k $887.5k $887.5k 0.00% Reduced -18.9k -18,900
44 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio TORONTO, A6 23,40023.4k $879.4k $879.4k 0.00% New
45 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 23,26023.3k $874.1k $874.1k 0.00% Added +9.5k +9,522
46 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 22,90022.9k $860.6k $860.6k 0.01% Reduced -2.8k -2,800
47 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 22,67322.7k $852.1k $852.1k 0.00% Added +11.2k +11,184
48 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 20,89020.9k $785.0k $785.0k 0.00% Added +5.1k +5,128
49 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 20,48720.5k $770.0k $770.0k 0.00% Added +6.3k +6,268
50 RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio NEW YORK, NY 20,38520.4k $766.1k $766.1k 0.04% Added +3.2k +3,210
51 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 19,25419.3k $723.6k $723.6k 0.00% New
52 Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio Boston, MA 17,80017.8k $668.9k $668.9k 0.00% Reduced -500 -500
53 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 16,00816.0k $602.0k $602.0k 0.01% New
54 NAVELLIER & ASSOCIATES INC 0.12% of their portfolio Reno, NV 15,40615.4k $579.0k $579.0k 0.12% Reduced -450 -450
55 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 15,10615.1k $567.0k $567.0k 0.00% Added +282 +282
56 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 11,90511.9k $447.4k $447.4k 0.01% New
57 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 11,81511.8k $444.0k $444.0k 0.00% Added +11.8k +11,798
58 MIRABELLA FINANCIAL SERVICES LLP 0.07% of their portfolio London, X0 11,25211.3k $422.9k $422.9k 0.07% New
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,90510.9k $409.8k $409.8k 0.00% Reduced -97.2k -97,163
60 Spouting Rock Asset Management, LLC 0.14% of their portfolio BRYN MAWR, PA 10,61910.6k $399.1k $399.1k 0.14% Reduced -10.6k -10,617
61 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 9,2409.2k $347.2k $347.2k 0.00% New
62 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 9,1509.2k $343.9k $343.9k 0.00% Unchanged
63 BAILARD, INC. 0.01% of their portfolio Foster City, CA 8,9539.0k $336.5k $336.5k 0.01% Reduced -1.9k -1,900
64 CAXTON ASSOCIATES LP 0.05% of their portfolio NEW YORK, NY 8,6318.6k $324.4k $324.4k 0.05% Reduced -18.7k -18,722
65 Baader Bank Aktiengesellschaft 0.02% of their portfolio Unterschleissheim, 2M 8,1008.1k $303.6k $303.6k 0.02% New
66 OCCUDO QUANTITATIVE STRATEGIES LP 0.03% of their portfolio FORT LAUDERDALE, FL 7,8057.8k $293.3k $293.3k 0.03% Reduced -1.5k -1,497
67 GLOBEFLEX CAPITAL L P 0.04% of their portfolio SAN DIEGO, CA 7,7337.7k $290.6k $290.6k 0.04% Unchanged
68 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 7,4277.4k $279.1k $279.1k 0.00% Reduced -7.1k -7,075
69 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 7,2157.2k $271.1k $271.1k 0.01% Reduced -6.7k -6,718
70 Man Group plc 0.00% of their portfolio LONDON, X0 6,5736.6k $247.0k $247.0k 0.00% New
71 BEACH INVESTMENT COUNSEL INC/PA 0.03% of their portfolio WEST CONSHOHOCKEN, PA 6,5556.6k $246.0k $246.0k 0.03% Unchanged
72 LMR Partners LLP 0.00% of their portfolio LONDON, X0 6,3136.3k $237.2k $237.2k 0.00% New
73 Stokes Family Office, LLC 0.03% of their portfolio NEW ORLEANS, LA 6,2496.2k $234.8k $234.8k 0.03% Reduced -209 -209
74 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,3665.4k $201.5k $201.5k 0.00% Added +579 +579
75 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 3,7993.8k $142.0k $142.0k 0.00% Added +971 +971
76 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 2,8342.8k $106.5k $106.5k 0.01% Added +528 +528
77 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 2,6822.7k $100.8k $100.8k 0.00% Added +5 +5
78 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 2,6282.6k $98.8k $98.8k 0.00% Unchanged
79 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,5002.5k $94.0k $94.0k 0.00% Added +1.6k +1,600
80 TUCKER ASSET MANAGEMENT LLC 0.02% of their portfolio LITTLETON, CO 1,4841.5k $55.8k $55.8k 0.02% New
81 FMR LLC 0.00% of their portfolio BOSTON, MA 1,4741.5k $55.4k $55.4k 0.00% Added +737 +737
82 Dorsey Wright & Associates 0.02% of their portfolio PASADENA, CA 1,4421.4k $54.2k $54.2k 0.02% Reduced -162 -162
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,3691.4k $51.4k $51.4k 0.00% Added +80 +80
84 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 1,0471.0k $39.3k $39.3k 0.00% New
85 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 867867 $32.6k $32.6k 0.00% New
86 State of Wyoming 0.01% of their portfolio CHEYENNE, WY 847847 $31.8k $31.8k 0.01% Reduced -2.7k -2,729
87 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 550550 $20.7k $20.7k 0.00% Unchanged
88 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 425425 $16.0k $16.0k 0.00% Reduced -955 -955
89 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 217217 $8.2k $8.2k 0.00% New
90 Aquatic Capital Management LLC 0.00% of their portfolio CHICAGO, IL 200200 $8.0k $8.0k 0.00% Reduced -200 -200
91 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 164164 $6.2k $6.2k 0.00% Reduced -50 -50
92 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 121121 $4.5k $4.5k 0.00% Reduced -1.0k -1,001
93 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 7171 $2.7k $2.7k 0.00% Unchanged
94 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 6060 $2.0k $2.0k 0.00% Reduced -26 -26
95 ClariVest Asset Management LLC 0.00% of their portfolio SAN DIEGO, CA 3232 $1.0k $1.0k 0.00% Unchanged
96 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2828 $1.1k $1.1k 0.00% Unchanged
97 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged