Bel Fuse Inc (BELFA) shareholders
Close on Nov 13, 2026Market cap $3.15BP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| The Vanguard Group - 23-1945930 | 906,995 | 8.69% | 13G (passive) amendment | Sep 30, 2024 |
| Abigail P. Johnson Joint filing with FMR LLC (7.10%) | 876,104 | 7.10% | 13G (passive) amendment | Jun 30, 2026 |
| T. Rowe Price Associates, Inc. | 834,270 | 7.90% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 791,915 | 7.40% | 13G (passive) | Dec 31, 2023 |
| Janus Henderson Group PLC | 760,141 | 7.20% | 13G (passive) amendment | Mar 31, 2026 |
| FMR LLC Joint filing with Abigail P. Johnson (5.80%) | 610,432 | 5.80% | 13G (passive) | Sep 30, 2025 |
| Vanguard Capital Management | 570,203 | 5.40% | 13G (passive) | Mar 31, 2026 |
| Brown Advisory Incorporated ("BAI") Joint filing with Brown Advisory LLC ("BALLC") (6.60%) | 144,475 | 6.70% | 13G (passive) | Mar 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BELFA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Brown Advisory Inc | 125,953 | 5.95% | $36.68M | −8,451 | 0.06% |
| Mangrove Partners | 104,706 | 4.95% | $30.49M | +103,430 | 2.00% |
| BlackRock, Inc. | 100,164 | 4.74% | $29.17M | +8,987 | 0.00% |
| FMR LLC | 70,155 | 3.32% | $20.43M | −7,383 | 0.00% |
| Renaissance Technologies LLC | 65,553 | 3.10% | $19.09M | −2,700 | 0.03% |
| Gabelli Funds LLC | 63,300 | 2.99% | $18.43M | −300 | 0.12% |
| Vanguard Capital Management LLC | 58,582 | 2.77% | $17.06M | +13,071 | 0.00% |
| Vanguard Portfolio Management LLC | 57,786 | 2.73% | $16.83M | +11,491 | 0.00% |
| Logan Stone Capital, LLC | 54,020 | 2.55% | $15.73M | New | 3.32% |
| Gamco Investors, Inc. Et Al | 53,000 | 2.51% | $15.44M | −200 | 0.14% |
| Marshall Wace, Llp | 51,332 | 2.43% | $14.95M | +41,674 | 0.01% |
| Dimensional Fund Advisors LP | 46,937 | 2.22% | $13.67M | +2,050 | 0.00% |
| Cable Car Capital, LP | 46,463 | 2.20% | $13.53M | −300 | 0.29% |
| State Street Corp | 44,736 | 2.11% | $13.03M | +15,946 | 0.00% |
| Qube Research & Technologies Ltd | 42,480 | 2.01% | $12.37M | +33,323 | 0.01% |
| Geode Capital Management, LLC | 40,374 | 1.91% | $11.76M | +5,589 | 0.00% |
| Bank Of America Corp /De/ | 40,177 | 1.90% | $11.70M | +38,352 | 0.00% |
| Hound Partners, LLC | 28,048 | 1.33% | $8.17M | −6,766 | 0.95% |
| Investors Asset Management Of Georgia Inc /Ga/ /Adv | 25,106 | 1.19% | $7.31M | −675 | 2.54% |
| Santa Monica Partners LP | 23,434 | 1.11% | $6.83M | – | 3.68% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 110 | 1M | 63.9% | 31 / 40 | 29 / 13 | 0M | 0M |
| Q1 2026 | 94 | 1M | 54.9% | 24 / 29 | 26 / 6 | 0M | 0M |
| Q4 2025 | 77 | 1M | 46.3% | 18 / 21 | 24 / 5 | 0M | 0M |
| Q3 2025 | 64 | 1M | 43.5% | 12 / 17 | 20 / 7 | 0M | 0M |
| Q2 2025 | 59 | 1M | 43.0% | 8 / 15 | 22 / 5 | 0M | 0M |
| Q1 2025 | 56 | 1M | 45.3% | 4 / 15 | 24 / 3 | 0M | 0M |
| Q4 2024 | 56 | 1M | 47.2% | 6 / 19 | 16 / 4 | 0M | 0M |
| Q3 2024 | 54 | 1M | 52.4% | 17 / 15 | 11 / 2 | 0M | 0M |
| Q2 2024 | 40 | 1M | 46.1% | 15 / 10 | 11 / 7 | 0M | 0M |
| Q1 2024 | 32 | 1M | 38.4% | 8 / 13 | 4 / 2 | 0M | 0M |
| Q4 2023 | 26 | 1M | 32.7% | 5 / 6 | 7 / 4 | 0M | 0M |
| Q3 2023 | 25 | 1M | 31.5% | 4 / 7 | 7 / 4 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
112 funds held BELFA in Q2 2026, 39% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BELFA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Brown Advisory Small-Cap Fundamental Value Fund | 65,636 | 3.10% | $19.12M | 1.55% | Jun 30, 2026 |
| The Gabelli Small Cap Growth Fund | 59,700 | 2.82% | $17.39M | 0.90% | Jun 30, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 50,500 | 2.39% | $14.71M | 0.33% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 45,425 | 2.15% | $13.23M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 38,188 | 1.81% | $9.35M | 0.01% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 36,176 | 1.71% | $10.54M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 19,522 | 0.92% | $5.69M | 0.01% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 19,220 | 0.91% | $4.29M | 0.05% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 18,191 | 0.86% | $4.06M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 16,111 | 0.76% | $4.69M | 0.03% | Jun 30, 2026 |
| Fidelity Series Small Cap Core Fund | 13,785 | 0.65% | $3.08M | 0.20% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 10,147 | 0.48% | $2.26M | 0.01% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 8,303 | 0.39% | $2.03M | 0.01% | May 31, 2026 |
| Vanguard U.S. Momentum Factor ETF | 7,003 | 0.33% | $1.72M | 0.09% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 5,800 | 0.27% | $1.42M | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Farouq Salem Ali Tuweiq | President and CEO, Director | 38,324 | 1.81% | Mar 17, 2026 |
| Richard E. Hamilton | SVP, General Counsel | 1,355 | 0.06% | Oct 7, 2026 |
| Suzanne Kozlovsky | Global Head of People | 12,742 | 0.60% | Jun 3, 2026 |
| Thomas Smelker | Pres. - Connectivity Solution | 3,111 | 0.15% | Mar 17, 2026 |
| Stephen Dawson | Pres. - Power Solutions | 14,007 | 0.66% | Mar 17, 2026 |
| Lynn Hutkin | Chief Financial Officer | 26,666 | 1.26% | Mar 17, 2026 |
| Peter Bittner | Pres. - Connectivity Solution | 5,363 | 0.25% | Mar 17, 2026 |
| Joseph Berry | VP, Pres of Magnetic Solutions | 22,318 | 1.06% | Mar 17, 2026 |
| Kenneth Koon Keung Lai | VP of Asia Operations | 7,532 | 0.36% | Mar 17, 2026 |
| Daniel Bernstein | Director, 10% owner | 409,614 | 19.36% | Nov 6, 2026 |
| Vincent Vellucci | Director | 7,434 | 0.35% | Sep 15, 2026 |
| Peter E. Gilbert | Director | 18,262 | 0.86% | Aug 14, 2026 |
| Rita Smith | Director | 5,827 | 0.28% | Mar 17, 2026 |
| Mark B. Segall | Director | 13,527 | 0.64% | Mar 17, 2026 |
| David Valletta | Director | 3,171 | 0.15% | Mar 17, 2026 |
| Thomas E. Dooley | Director | 4,797 | 0.23% | Mar 18, 2025 |
| Eric M. Nowling | Director | 12,612 | 0.60% | Mar 18, 2025 |
| Jacqueline T. Brito | Director | 4,552 | 0.22% | Mar 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Daniel Bernstein Director, 10% owner | Nov 4, 2026 | Gift | −138 | – | – | 23,374 |
| Vincent Vellucci Director | Sep 14, 2026 | Sale | −1,000 | $235.15 | $235.15K | 7,434 |
| Vincent Vellucci Director | Sep 2, 2026 | Sale | −393 | $243.61 | $95.74K | 8,434 |
| Peter E. Gilbert Director | Aug 12, 2026 | Sale | −500 | $292.12 | $146.06K | 750 |
| Suzanne Kozlovsky Global Head of People | Jun 1, 2026 | Sale | −33 | $266.98 | $8.81K | 12,250 |
| Suzanne Kozlovsky Global Head of People | Jun 1, 2026 | Sale | −310 | $270.51 | $83.86K | 11,848 |
| Suzanne Kozlovsky Global Head of People | Jun 1, 2026 | Sale | −46 | $271.56 | $12.49K | 11,802 |
| Suzanne Kozlovsky Global Head of People | Jun 1, 2026 | Sale | −214 | $272.42 | $58.30K | 11,588 |
| Suzanne Kozlovsky Global Head of People | Jun 1, 2026 | Sale | −36 | $274.91 | $9.90K | 11,552 |
| Suzanne Kozlovsky Global Head of People | Jun 1, 2026 | Sale | −92 | $269.68 | $24.81K | 12,158 |
| Daniel Bernstein Director, 10% owner | Mar 16, 2026 | Sale | −6,667 | $203.21 | $1.35M | 23,512 |
| Kenneth Koon Keung Lai VP of Asia Operations | Mar 16, 2026 | Sale | −552 | $203.21 | $112.17K | 7,532 |
| Stephen Dawson Pres. - Power Solutions | Mar 16, 2026 | Sale | −3,444 | $203.21 | $699.86K | 11,741 |
| Suzanne Kozlovsky Global Head of People | Mar 16, 2026 | Sale | −214 | $203.21 | $43.49K | 12,283 |
| Thomas Smelker Pres. - Connectivity Solution | Mar 15, 2026 | Discretionary | +62 | – | – | 62 |
| Thomas Smelker Pres. - Connectivity Solution | Mar 15, 2026 | Award | +3,049 | – | – | 3,049 |
| David Valletta Director | Mar 15, 2026 | Award | +1,965 | – | – | 3,171 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Mar 15, 2026 | Award | +5,081 | – | – | 35,918 |
| Daniel Bernstein Director, 10% owner | Mar 15, 2026 | Award | +1,429 | – | – | 30,179 |
| Kenneth Koon Keung Lai VP of Asia Operations | Mar 15, 2026 | Award | +329 | – | – | 8,084 |
| Mark B. Segall Director | Mar 15, 2026 | Award | +1,030 | – | – | 13,527 |
| Lynn Hutkin Chief Financial Officer | Mar 15, 2026 | Award | +695 | – | – | 23,543 |
| Vincent Vellucci Director | Mar 15, 2026 | Award | +1,030 | – | – | 8,827 |
| Joseph Berry VP, Pres of Magnetic Solutions | Mar 15, 2026 | Award | +419 | – | – | 18,193 |
| Peter E. Gilbert Director | Mar 15, 2026 | Award | +1,965 | – | – | 17,012 |
| Rita Smith Director | Mar 15, 2026 | Award | +1,030 | – | – | 5,827 |
| Stephen Dawson Pres. - Power Solutions | Mar 15, 2026 | Award | +920 | – | – | 15,185 |
| Peter Bittner Pres. - Connectivity Solution | Mar 15, 2026 | Award | +762 | – | – | 3,968 |
| Suzanne Kozlovsky Global Head of People | Mar 15, 2026 | Award | +437 | – | – | 12,497 |
| Peter Bittner Pres. - Connectivity Solution | Mar 6, 2026 | Sale | −12,311 | $195.00 | $2.40M | 3,206 |
| Peter Bittner Pres. - Connectivity Solution | Mar 5, 2026 | Sale | −10,000 | $209.00 | $2.09M | 15,517 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −3 | $236.84 | $711 | 56,704 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −2,169 | $215.65 | $467.74K | 931 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −887 | $217.13 | $192.59K | 44 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −44 | $218.45 | $9.61K | 0 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −4,997 | $235.75 | $1.18M | 56,707 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −6,028 | $233.88 | $1.41M | 50,676 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −64 | $238.40 | $15.26K | 30,837 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −2,496 | $237.78 | $593.50K | 30,901 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −9,362 | $237.05 | $2.22M | 33,397 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −3,222 | $235.81 | $759.78K | 42,759 |
| Farouq Salem Ali Tuweiq President and CEO, Director | Feb 25, 2026 | Sale | −4,695 | $234.68 | $1.10M | 45,981 |
| Peter E. Gilbert Director | Feb 24, 2026 | Sale | −4,500 | $238.75 | $1.07M | 15,047 |
| Mark B. Segall Director | Feb 23, 2026 | Gift | −300 | – | – | 12,497 |
| Lynn Hutkin Chief Financial Officer | Dec 12, 2025 | Sale | −700 | $171.74 | $120.22K | 22,848 |
| Lynn Hutkin Chief Financial Officer | Dec 12, 2025 | Sale | −700 | $171.39 | $119.97K | 23,548 |
| Lynn Hutkin Chief Financial Officer | Dec 12, 2025 | Sale | −1,079 | $169.49 | $182.88K | 24,248 |
| Lynn Hutkin Chief Financial Officer | Dec 12, 2025 | Sale | −2,521 | $168.71 | $425.32K | 25,327 |
| Kenneth Koon Keung Lai VP of Asia Operations | Nov 18, 2025 | Sale | −564 | $141.96 | $80.07K | 7,755 |
| Joseph Berry VP, Pres of Magnetic Solutions | Nov 18, 2025 | Sale | −119 | $141.96 | $16.89K | 17,774 |
| Daniel Bernstein Director, 10% owner | Nov 18, 2025 | Sale | −677 | $141.96 | $96.11K | 28,750 |
| Kenneth Koon Keung Lai VP of Asia Operations | Nov 17, 2025 | Sale | −1,936 | $144.23 | $279.23K | 8,319 |
| Joseph Berry VP, Pres of Magnetic Solutions | Nov 17, 2025 | Sale | −408 | $144.23 | $58.85K | 17,893 |
| Daniel Bernstein Director, 10% owner | Nov 17, 2025 | Sale | −2,323 | $144.23 | $335.05K | 29,427 |
| Daniel Bernstein Director, 10% owner | Nov 12, 2025 | Gift | −257 | – | – | 31,750 |
| Kenneth Koon Keung Lai VP of Asia Operations | Aug 1, 2025 | Sale | −1,900 | $128.00 | $243.20K | 10,255 |
| Stephen Dawson Pres. - Power Solutions | Jul 31, 2025 | Sale | −1,200 | $127.07 | $152.48K | 14,265 |
| Kenneth Koon Keung Lai VP of Asia Operations | Jun 13, 2025 | Sale | −4,000 | $84.03 | $336.12K | 12,155 |
| Daniel Bernstein President and CEO, Director, 10% owner | Apr 30, 2025 | Sale | −6,652 | $65.82 | $437.83K | 32,007 |
| Suzanne Kozlovsky Global Head of People | Mar 17, 2025 | Sale | −194 | $75.91 | $14.73K | 12,060 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bel Fuse's stock actually held short. Settlement fails (shares not delivered on time) peaked at 4,202 shares on Sep 17, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Vincent Vellucci Director | Sep 14, 2026 | 1,000 | $250.00K | Sep 14, 2026 | RSU Stock Grants |
| Vincent Vellucci Director | Sep 2, 2026 | 393 | $95.50K | Sep 2, 2026 | RSU Stock Grants |
| Peter E. Gilbert Spouse of Director | Aug 12, 2026 | 500 | $143.74K | Aug 12, 2026 | Bought on open MKT |
| Suzanne Kozlovsky Officer | Jun 1, 2026 | 731 | $200.67K | Jun 1, 2026 | RSA grant 5/31/2023 (vested 5/31/2026) |
| Kenneth Koon Keung Lai Officer | Mar 11, 2026 | 457 | $92.32K | Mar 16, 2026 | RSA grant 3/15/2024 (vested 3/15/2026) |
| Suzanne Kozlovsky Officer | Mar 11, 2026 | 558 | $110.48K | Mar 16, 2026 | RSA grant 3/15/2024 (vested 3/15/2026) |
| Stephen Dawson Officer | Mar 10, 2026 | 3,444 | $688.80K | Mar 16, 2026 | RSA grant 3/15/2024 (vested 3/15/2026) |
| Daniel Bernstein Director, 10% Stockholder | Mar 10, 2026 | 6,667 | $1.35M | Mar 16, 2026 | RSA GRANT 3/15/2024 (VESTED 3/15/2026) |
| Peter Bittner Director | Feb 26, 2026 | 22,311 | $5.22M | Feb 25, 2026 | RSU Stock Grants |
| Farouq Salem Ali Tuweiq Officer, Director | Feb 25, 2026 | 8,100 | $1.84M | Feb 25, 2026 | Bought on open MKT |
| Farouq Tuweiq Officer, Director | Feb 25, 2026 | 25,867 | $6.10M | Feb 25, 2026 | Restricted Stock |
| Peter E. Gilbert Director | Feb 24, 2026 | 4,500 | $1.04M | Feb 24, 2026 | Bought on open MKT |
| Lynn Hutkin Officer | Dec 12, 2025 | 5,000 | $848.39K | Dec 12, 2025 | Restricted Stock |
| Kenneth Koon Keung Lai Officer | Nov 17, 2025 | 2,500 | $369.18K | Nov 17, 2025 | RSA grant 11/15/2022 (vested 11/15/2025) |
| Daniel Bernstein Director | Nov 17, 2025 | 3,000 | $443.01K | Nov 17, 2025 | RSA GRANT 11/15/21 (VESTED 11/15/25) |
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