BEL FUSE INC BELFB
CL B · Common Stock · CUSIP 077347300
- SectorTechnology
- IndustryElectronic Coils, Transformers & Other Inductors
- HeadquartersWest Orange, NJ
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 83 |
| Q4 2022 | 91 |
| Q1 2023 | 97 |
| Q2 2023 | 127 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 44 | 40 |
| Q1 2023 | 50 | 42 |
| Q2 2023 | 85 | 47 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $12.0k | $222.0k | 18.50 |
| Q4 2022 | $118.2k | $72.4k | 0.61 |
| Q1 2023 | $169.1k | $175.9k | 1.04 |
| Q2 2023 | $2.5m | $866.4k | 0.35 |
Biggest buyers
| BlackRock Inc. | Added | +510.5k |
| STATE STREET CORP | Added | +143.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +114.9k |
| VANGUARD GROUP INC | Added | +79.2k |
| NORTHERN TRUST CORP | Added | +71.1k |
| D. E. Shaw & Co., Inc. | Added | +49.9k |
| Informed Momentum Co LLC | Added | +44.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +39.4k |
| SEI INVESTMENTS CO | Added | +38.6k |
| PINNACLE ASSOCIATES LTD | New | +36.8k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Sold out | -233.4k |
| Portolan Capital Management, LLC | Reduced | -151.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -102.8k |
| Hillsdale Investment Management Inc. | Reduced | -88.7k |
| Invesco Ltd. | Reduced | -67.7k |
| MORGAN STANLEY | Reduced | -59.5k |
| JANE STREET GROUP, LLC | Reduced | -51.0k |
| JPMORGAN CHASE & CO | Reduced | -42.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -40.4k |
| HRT FINANCIAL LP | Sold out | -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.
| Holder | Stake |
|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-02-17 | 7.9% |
| FMR LLC 13G · institution +1.3 pts · filed 2026-08-06 | 7.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $37.0k | 1 | $42.1k | — |
| Q1 2022 | 1 | $17.8k | 0 | — | — |
| Q2 2022 | 1 | $3.9k | 0 | — | — |
| Q3 2022 | 1 | $12.9k | 2 | $90.8k | — |
| Q4 2022 | 1 | $8.4k | 3 | $496.3k | — |
| Q1 2023 | 1 | $13.0k | 0 | — | — |
| Q2 2023 | 1 | $11.2k | 1 | $223.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-15 | Tuweiq Farouq Salem Ali Chief Financial Officer | Bought | $11.2k200 shares |
| 2023-05-11 | GILBERT PETER E Director | Sold | $223.0k5.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 760.4k $43.7m | Reduced -3.1k |
| BlackRock Inc. 0.00% of their portfolio | 752.8k $43.2m | Added +510.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 646.0k $37.1m | Added +79.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.10% of their portfolio | 420.7k $24.1m | Added +30.9k |
| Portolan Capital Management, LLC 1.81% of their portfolio | 355.1k $20.4m | Reduced -151.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 333.1k $19.1m | Reduced -19.9k |
| Invesco Ltd. 0.00% of their portfolio | 318.7k $18.3m | Reduced -67.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 229.0k $13.1m | Added +114.9k |
| LSV ASSET MANAGEMENT 0.03% of their portfolio | 221.7k $12.7m | Added +459 |
| MORGAN STANLEY 0.00% of their portfolio | 208.9k $12.0m | Reduced -59.5k |
| STATE STREET CORP 0.00% of their portfolio | 187.2k $10.7m | Added +143.3k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 164.8k $9.5m | Added +27.2k |
| Boston Partners 0.01% of their portfolio | 132.3k $7.6m | Reduced -7.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 130.9k $7.5m | Added +17.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 129.4k $7.4m | Added +24.4k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.85% of their portfolio | 121.5k $7.0m | Unchanged |
| Hillsdale Investment Management Inc. 0.57% of their portfolio | 107.8k $6.2m | Reduced -88.7k |
| Potrero Capital Research LLC 3.77% of their portfolio | 103.0k $5.9m | Added +3.7k |
| ArrowMark Colorado Holdings LLC 0.06% of their portfolio | 102.2k $5.9m | Reduced -26.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 101.2k $5.8m | Added +71.1k |
| Informed Momentum Co LLC 1.01% of their portfolio | 94.9k $5.4m | Added +44.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 77.0k $4.4m | Added +49.9k |
| GABELLI FUNDS LLC 0.03% of their portfolio | 76.2k $4.4m | Reduced -1.3k |
| SANTA MONICA PARTNERS LP 3.15% of their portfolio | 67.6k $3.9m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 62.0k $3.6m | Added +992 |
| Calamos Advisors LLC 0.02% of their portfolio | 61.8k $3.5m | Added +8.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 60.0k $3.4m | Reduced -40.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 59.9k $3.4m | Added +39.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 59.5k $3.4m | Added +38.6k |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 1.64% of their portfolio | 55.3k $3.2m | Reduced -75 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio | 39.8k $2.3m | Reduced -2.7k |
| PINNACLE ASSOCIATES LTD 0.04% of their portfolio | 36.8k $2.1m | New |
| Perritt Capital Management Inc 1.11% of their portfolio | 35.6k $2.0m | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 31.1k $1.8m | New |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.04% of their portfolio | 29.0k $1.7m | Unchanged |
| Empowered Funds, LLC 0.06% of their portfolio | 28.7k $1.7m | New |
| EA Series Trust 0.06% of their portfolio | 28.7k $1.7m | First filing |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 28.5k $1.6m | Added +992 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 28.4k $1.6m | New |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 28.2k $1.6m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 25.0k $1.4m | Reduced -8.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.6k $1.4m | Reduced -102.8k |
| BARCLAYS PLC 0.00% of their portfolio | 24.4k $1.4m | Added +1.7k |
| Quadrature Capital Ltd 0.03% of their portfolio | 21.9k $1.3m | Reduced -6.5k |
| RITHOLTZ WEALTH MANAGEMENT 0.05% of their portfolio | 21.2k $1.2m | Added +797 |
| Legal & General Group Plc 0.00% of their portfolio | 19.5k $1.1m | New |
| Trexquant Investment LP 0.03% of their portfolio | 18.9k $1.1m | New |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.00% of their portfolio | 17.8k $1.0m | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 17.4k $999.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 16.9k $973.0k | Added +1.8k |
| NAVELLIER & ASSOCIATES INC 0.18% of their portfolio | 16.1k $922.1k | Added +655 |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 15.3k $880.5k | Added +7.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 15.2k $871.2k | New |
| Manatuck Hill Partners, LLC 0.41% of their portfolio | 15.0k $861.1k | Reduced -10.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 14.7k $845.6k | Reduced -10.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 14.0k $806.5k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 14.0k $803.1k | Reduced -5.3k |
| GLOBEFLEX CAPITAL L P 0.09% of their portfolio | 14.0k $802.6k | Added +6.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 13.9k $797.4k | Added +2.1k |
| ClariVest Asset Management LLC 0.04% of their portfolio | 13.3k $766.0k | Added +13.3k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 13.3k $764.0k | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 13.2k $766.1k | New |
| Granahan Investment Management, LLC 0.02% of their portfolio | 13.0k $746.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.6k $666.6k | Added +6.2k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.07% of their portfolio | 11.5k $662.0k | Added +3.7k |
| ALPS ADVISORS INC 0.00% of their portfolio | 9.3k $534.5k | Added +70 |
| PANAGORA ASSET MANAGEMENT INC 0.00% of their portfolio | 9.3k $533.1k | New |
| UBS Group AG 0.00% of their portfolio | 9.3k $532.7k | Added +7.9k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 9.2k $525.3k | Unchanged |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 9.0k $518.0k | New |
| BAILARD, INC. 0.02% of their portfolio | 9.0k $514.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.1k $467.5k | Reduced -42.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 7.9k $455.9k | Reduced -3.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 7.4k $424.8k | Reduced -16.0k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 6.8k $390.4k | Reduced -16.8k |
| ADVISORY RESEARCH INC 0.05% of their portfolio | 6.5k $370.9k | New |
| Jump Financial, LLC 0.01% of their portfolio | 6.4k $369.1k | Reduced -785 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 6.4k $365.1k | New |
| CI INVESTMENTS INC. 0.00% of their portfolio | 6.3k $360.0k | New |
| Virtu Financial LLC 0.03% of their portfolio | 6.2k $356.0k | New |
| Baader Bank Aktiengesellschaft 0.03% of their portfolio | 6.1k $349.3k | Reduced -2.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 6.0k $344.9k | Reduced -51.0k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 5.5k $317.5k | New |
| GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio | 5.3k $304.3k | Reduced -17.6k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 5.0k $289.2k | New |
| Simplicity Solutions, LLC 0.01% of their portfolio | 5.0k $287.1k | New |
| Bleakley Financial Group, LLC 0.01% of their portfolio | 5.0k $287.1k | New |
| Stokes Family Office, LLC 0.03% of their portfolio | 4.9k $282.2k | Reduced -1.3k |
| CITIGROUP INC 0.00% of their portfolio | 4.9k $279.9k | Added +3.8k |
| PFG Advisors 0.02% of their portfolio | 4.7k $272.3k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 4.7k $268.5k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 4.6k $263.0k | Added +786 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 4.5k $258.3k | Added +2.0k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 4.3k $246.7k | Reduced -19.0k |
| Mesirow Financial Investment Management, Inc. 1.03% of their portfolio | 4.2k $243.0k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 4.2k $240.7k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 4.2k $239.0k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 4.1k $236.5k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.1k $235.4k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 4.0k $231.7k | Added +4.0k |