Vault-13

BEL FUSE INC BELFB

CL B · Common Stock · CUSIP 077347300

127 institutional holders +30 vs Q1 2023
7,123,9377.1m shares reported held*
$409.0mreported value*
46 new 39 added 31 reduced 16 sold out net bought ≈ $30.9m (+544.3k 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 ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.41. Options: 5 managers hold calls ($2.5m notional), 5 hold puts ($866.4k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 83Q4 22: 91Q1 23: 97Q2 23: 127127Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202283
Q4 202291
Q1 202397
Q2 2023127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 44 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 50 bought or addedQ1 23: 42 cut or sold outQ1 23Q2 23: 85 bought or addedQ2 23: 47 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224440
Q1 20235042
Q2 20238547

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 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 1.04Q2 23 calls: $2.5mQ2 23 puts: $866.4kQ2 23P/C 0.35
Numbers
QuarterCallsPutsP/C
Q3 2022$12.0k$222.0k18.50
Q4 2022$118.2k$72.4k0.61
Q1 2023$169.1k$175.9k1.04
Q2 2023$2.5m$866.4k0.35

Biggest buyers

BlackRock Inc. Added +510,513+510.5k
STATE STREET CORP Added +143,349+143.3k
GEODE CAPITAL MANAGEMENT, LLC Added +114,933+114.9k
VANGUARD GROUP INC Added +79,152+79.2k
NORTHERN TRUST CORP Added +71,071+71.1k
D. E. Shaw & Co., Inc. Added +49,909+49.9k
Informed Momentum Co LLC Added +43,953+44.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +39,398+39.4k
SEI INVESTMENTS CO Added +38,650+38.6k
PINNACLE ASSOCIATES LTD New +36,785+36.8k

Biggest sellers

AMERIPRISE FINANCIAL INC Sold out -233,432-233.4k
Portolan Capital Management, LLC Reduced -151,227-151.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -102,793-102.8k
Hillsdale Investment Management Inc. Reduced -88,730-88.7k
Invesco Ltd. Reduced -67,678-67.7k
MORGAN STANLEY Reduced -59,480-59.5k
JANE STREET GROUP, LLC Reduced -50,975-51.0k
JPMORGAN CHASE & CO Reduced -42,838-42.8k
MILLENNIUM MANAGEMENT LLC Reduced -40,398-40.4k
HRT FINANCIAL LP Sold out -35,584-35.6k

Biggest calls

PEAK6 Investments LLC New $1.1m19.7k shares
CITADEL ADVISORS LLC Added $752.1k13.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $539.7k9.4k shares
SIMPLEX TRADING, LLC New $57.0k1.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $442.1k7.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $401.9k7.0k shares
PEAK6 Investments LLC New $11.5k200 shares
SIMPLEX TRADING, LLC Added $11.0k200 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 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 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 760,436760.4k $43.7m $43.7m 0.01% Reduced -3.1k -3,132
2 BlackRock Inc. 0.00% of their portfolio New York, NY 752,760752.8k $43.2m $43.2m 0.00% Added +510.5k +510,513
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 645,971646.0k $37.1m $37.1m 0.00% Added +79.2k +79,152
4 ACADIAN ASSET MANAGEMENT LLC 0.10% of their portfolio Boston, MA 420,666420.7k $24.1m $24.1m 0.10% Added +30.9k +30,949
5 Portolan Capital Management, LLC 1.81% of their portfolio BOSTON, MA 355,126355.1k $20.4m $20.4m 1.81% Reduced -151.2k -151,227
6 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 333,051333.1k $19.1m $19.1m 0.03% Reduced -19.9k -19,900
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 318,657318.7k $18.3m $18.3m 0.00% Reduced -67.7k -67,678
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 229,030229.0k $13.1m $13.1m 0.00% Added +114.9k +114,933
9 LSV ASSET MANAGEMENT 0.03% of their portfolio CHICAGO, IL 221,700221.7k $12.7m $12.7m 0.03% Added +459 +459
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 208,930208.9k $12.0m $12.0m 0.00% Reduced -59.5k -59,480
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 187,245187.2k $10.7m $10.7m 0.00% Added +143.3k +143,349
12 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 164,769164.8k $9.5m $9.5m 0.02% Added +27.2k +27,157
13 Boston Partners 0.01% of their portfolio BOSTON, MA 132,308132.3k $7.6m $7.6m 0.01% Reduced -7.6k -7,625
14 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 130,874130.9k $7.5m $7.5m 0.01% Added +17.5k +17,485
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 129,391129.4k $7.4m $7.4m 0.00% Added +24.4k +24,429
16 OBERWEIS ASSET MANAGEMENT INC/ 0.85% of their portfolio LISLE, IL 121,500121.5k $7.0m $7.0m 0.85% Unchanged
17 Hillsdale Investment Management Inc. 0.57% of their portfolio Toronto, A6 107,771107.8k $6.2m $6.2m 0.57% Reduced -88.7k -88,730
18 Potrero Capital Research LLC 3.77% of their portfolio SAN FRANCISCO, CA 103,000103.0k $5.9m $5.9m 3.77% Added +3.7k +3,726
19 ArrowMark Colorado Holdings LLC 0.06% of their portfolio Denver, CO 102,232102.2k $5.9m $5.9m 0.06% Reduced -26.3k -26,255
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 101,150101.2k $5.8m $5.8m 0.00% Added +71.1k +71,071
21 Informed Momentum Co LLC 1.01% of their portfolio SOLANA BEACH, CA 94,86294.9k $5.4m $5.4m 1.01% Added +44.0k +43,953
22 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 77,02677.0k $4.4m $4.4m 0.01% Added +49.9k +49,909
23 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 76,19176.2k $4.4m $4.4m 0.03% Reduced -1.3k -1,300
24 SANTA MONICA PARTNERS LP 3.15% of their portfolio PALM BEACH GARDENS, FL 67,63467.6k $3.9m $3.9m 3.15% Unchanged
25 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% of their portfolio HOUSTON, TX 62,00162.0k $3.6m $3.6m 0.09% Added +992 +992
26 Calamos Advisors LLC 0.02% of their portfolio NAPERVILLE, IL 61,82161.8k $3.5m $3.5m 0.02% Added +8.5k +8,494
27 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 60,03960.0k $3.4m $3.4m 0.00% Reduced -40.4k -40,398
28 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 59,88559.9k $3.4m $3.4m 0.00% Added +39.4k +39,398
29 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 59,54059.5k $3.4m $3.4m 0.01% Added +38.6k +38,650
30 INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1.64% of their portfolio ATLANTA, GA 55,34555.3k $3.2m $3.2m 1.64% Reduced -75 -75
31 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio Stamford, CT 39,75439.8k $2.3m $2.3m 0.03% Reduced -2.7k -2,718
32 PINNACLE ASSOCIATES LTD 0.04% of their portfolio NEW YORK, NY 36,78536.8k $2.1m $2.1m 0.04% New
33 Perritt Capital Management Inc 1.11% of their portfolio Chicago, IL 35,56435.6k $2.0m $2.0m 1.11% Unchanged
34 Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio VANCOUVER, A1 31,06031.1k $1.8m $1.8m 0.01% New
35 HORIZON KINETICS ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 28,98829.0k $1.7m $1.7m 0.04% Unchanged
36 Empowered Funds, LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 28,74428.7k $1.7m $1.7m 0.06% New
37 EA Series Trust 0.06% of their portfolio HAVERTOWN, PA 28,74428.7k $1.7m $1.7m 0.06% First filing
38 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 28,51828.5k $1.6m $1.6m 0.00% Added +992 +992
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 28,40028.4k $1.6m $1.6m 0.00% New
40 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 28,24928.2k $1.6m $1.6m 0.00% New
41 KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio ST LOUIS, MO 25,02025.0k $1.4m $1.4m 0.03% Reduced -8.6k -8,565
42 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,59324.6k $1.4m $1.4m 0.00% Reduced -102.8k -102,793
43 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 24,37624.4k $1.4m $1.4m 0.00% Added +1.7k +1,703
44 Quadrature Capital Ltd 0.03% of their portfolio LONDON, X0 21,88921.9k $1.3m $1.3m 0.03% Reduced -6.5k -6,513
45 RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio NEW YORK, NY 21,18221.2k $1.2m $1.2m 0.05% Added +797 +797
46 Legal & General Group Plc 0.00% of their portfolio London, X0 19,47819.5k $1.1m $1.1m 0.00% New
47 Trexquant Investment LP 0.03% of their portfolio STAMFORD, CT 18,91418.9k $1.1m $1.1m 0.03% New
48 Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio Boston, MA 17,80017.8k $1.0m $1.0m 0.00% Unchanged
49 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,40317.4k $999.0k $999.0k 0.00% New
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,93016.9k $973.0k $973.0k 0.00% Added +1.8k +1,824
51 NAVELLIER & ASSOCIATES INC 0.18% of their portfolio Reno, NV 16,06116.1k $922.1k $922.1k 0.18% Added +655 +655
52 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 15,33715.3k $880.5k $880.5k 0.01% Added +7.9k +7,910
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,17415.2k $871.2k $871.2k 0.00% New
54 Manatuck Hill Partners, LLC 0.41% of their portfolio WESTPORT, CT 15,00015.0k $861.1k $861.1k 0.41% Reduced -10.0k -10,000
55 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 14,73014.7k $845.6k $845.6k 0.00% Reduced -10.1k -10,086
56 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,04814.0k $806.5k $806.5k 0.00% New
57 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 13,98914.0k $803.1k $803.1k 0.00% Reduced -5.3k -5,265
58 GLOBEFLEX CAPITAL L P 0.09% of their portfolio SAN DIEGO, CA 13,98014.0k $802.6k $802.6k 0.09% Added +6.2k +6,247
59 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 13,88913.9k $797.4k $797.4k 0.00% Added +2.1k +2,074
60 ClariVest Asset Management LLC 0.04% of their portfolio SAN DIEGO, CA 13,33213.3k $766.0k $766.0k 0.04% Added +13.3k +13,300
61 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,31513.3k $764.0k $764.0k 0.00% New
62 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 13,18113.2k $766.1k $766.1k 0.00% New
63 Granahan Investment Management, LLC 0.02% of their portfolio WALTHAM, MA 12,99513.0k $746.0k $746.0k 0.02% New
64 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 11,61411.6k $666.6k $666.6k 0.00% Added +6.2k +6,248
65 OCCUDO QUANTITATIVE STRATEGIES LP 0.07% of their portfolio FORT LAUDERDALE, FL 11,53111.5k $662.0k $662.0k 0.07% Added +3.7k +3,726
66 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 9,3109.3k $534.5k $534.5k 0.00% Added +70 +70
67 PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio BOSTON, MA 9,2859.3k $533.1k $533.1k 0.00% New
68 UBS Group AG 0.00% of their portfolio ZURICH, V8 9,2789.3k $532.7k $532.7k 0.00% Added +7.9k +7,909
69 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 9,1509.2k $525.3k $525.3k 0.00% Unchanged
70 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 9,0189.0k $518.0k $518.0k 0.01% New
71 BAILARD, INC. 0.02% of their portfolio Foster City, CA 8,9539.0k $514.0k $514.0k 0.02% Unchanged
72 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,1448.1k $467.5k $467.5k 0.00% Reduced -42.8k -42,838
73 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,9427.9k $455.9k $455.9k 0.00% Reduced -3.0k -2,963
74 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio TORONTO, A6 7,4007.4k $424.8k $424.8k 0.00% Reduced -16.0k -16,000
75 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 6,8006.8k $390.4k $390.4k 0.00% Reduced -16.8k -16,815
76 ADVISORY RESEARCH INC 0.05% of their portfolio CHICAGO, IL 6,4616.5k $370.9k $370.9k 0.05% New
77 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 6,4306.4k $369.1k $369.1k 0.01% Reduced -785 -785
78 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 6,3606.4k $365.1k $365.1k 0.00% New
79 CI INVESTMENTS INC. 0.00% of their portfolio TORONTO, Z4 6,2716.3k $360.0k $360.0k 0.00% New
80 Virtu Financial LLC 0.03% of their portfolio New York, NY 6,2046.2k $356.0k $356.0k 0.03% New
81 Baader Bank Aktiengesellschaft 0.03% of their portfolio Unterschleissheim, 2M 6,1086.1k $349.3k $349.3k 0.03% Reduced -2.0k -1,992
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,0076.0k $344.9k $344.9k 0.00% Reduced -51.0k -50,975
83 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 5,5305.5k $317.5k $317.5k 0.00% New
84 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 5,3005.3k $304.3k $304.3k 0.00% Reduced -17.6k -17,600
85 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 5,0385.0k $289.2k $289.2k 0.00% New
86 Simplicity Solutions, LLC 0.01% of their portfolio MINNEAPOLIS, MN 5,0005.0k $287.1k $287.1k 0.01% New
87 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 5,0005.0k $287.1k $287.1k 0.01% New
88 Stokes Family Office, LLC 0.03% of their portfolio NEW ORLEANS, LA 4,9154.9k $282.2k $282.2k 0.03% Reduced -1.3k -1,334
89 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,8754.9k $279.9k $279.9k 0.00% Added +3.8k +3,828
90 PFG Advisors 0.02% of their portfolio Phoenix, AZ 4,7434.7k $272.3k $272.3k 0.02% New
91 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 4,6774.7k $268.5k $268.5k 0.00% New
92 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 4,5854.6k $263.0k $263.0k 0.00% Added +786 +786
93 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,5004.5k $258.3k $258.3k 0.00% Added +2.0k +2,000
94 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4,2984.3k $246.7k $246.7k 0.00% Reduced -19.0k -18,962
95 Mesirow Financial Investment Management, Inc. 1.03% of their portfolio CHICAGO, IL 4,2334.2k $243.0k $243.0k 1.03% New
96 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 4,1924.2k $240.7k $240.7k 0.00% New
97 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 4,1634.2k $239.0k $239.0k 0.00% New
98 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 4,1204.1k $236.5k $236.5k 0.00% New
99 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 4,1004.1k $235.4k $235.4k 0.00% New
100 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,0364.0k $231.7k $231.7k 0.00% Added +4.0k +3,965