RELLNasdaqWholesale-Electronic Parts & Equipment, NECFiscal year ends May 29
RICHARDSON ELECTRONICS, LTD.
Financials through Q1 FY2027, quarter ended Aug 29, 2026Last filing: 10-Q on Oct 8, 2026
$19.03+0.70 (+3.82%)
Close on Oct 19, 2026
- Market cap
- $247.85M
- P/E (TTM)
- 28.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
68.3%
10M of 15M shares
Institutional holders
115
21 new, 5 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 22 sales
Net sold $3.55M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 892,375 | 7.30% | 13G (passive) | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 774,740 | 6.20% | 13G (passive) amendment | Dec 31, 2025 |
| First Wilshire Securities Management, Inc. | 671,998 | 5.40% | 13G (passive) | Mar 31, 2026 |
| Edward J. Richardson | 2,092,458 | – | 13G (passive) amendment | Dec 31, 2023 |
| Royce & Associates LP | 1,389,175 | 11.17% | 13G (passive) amendment | Sep 30, 2025 |
| DDD Partners, LLC | 1,133,092 | 9.10% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RELL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,422,938 | 9.68% | $27.05M | – | 0.22% |
| DDD Partners, LLC | 1,110,602 | 7.56% | $21.11M | −22,490 | 1.32% |
| BlackRock, Inc. | 992,836 | 6.76% | $18.87M | +115,024 | 0.00% |
| Dimensional Fund Advisors LP | 707,791 | 4.82% | $13.45M | −7,712 | 0.00% |
| First Wilshire Securities Management Inc | 642,356 | 4.37% | $12.21M | −29,642 | 2.51% |
| Vanguard Capital Management LLC | 534,026 | 3.63% | $10.15M | +26,076 | 0.00% |
| Acadian Asset Management LLC | 386,783 | 2.63% | $7.35K | +164,495 | 0.01% |
| Geode Capital Management, LLC | 315,224 | 2.15% | $5.99M | +19,621 | 0.00% |
| Renaissance Technologies LLC | 313,177 | 2.13% | $5.95M | −30,300 | 0.01% |
| First Eagle Investment Management, LLC | 290,000 | 1.97% | $5.51M | New | 0.00% |
| State Street Corp | 254,481 | 1.73% | $4.84M | +17,208 | 0.00% |
| Morgan Stanley | 209,402 | 1.43% | $3.98M | +27,837 | 0.00% |
| Citadel Advisors LLC | 201,662 | 1.37% | $3.83M | +1,510 | 0.00% |
| AIGH Capital Management LLC | 200,434 | 1.36% | $3.81M | New | 0.24% |
| Goldman Sachs Group Inc | 113,889 | 0.78% | $2.17M | +46,887 | 0.00% |
| Trexquant Investment LP | 111,336 | 0.76% | $2.12M | +37,176 | 0.01% |
| Bank of New York Mellon Corp | 104,950 | 0.71% | $2.00M | +12,524 | 0.00% |
| Annis Gardner Whiting Capital Advisors, LLC | 100,015 | 0.68% | $1.90M | +15 | 0.29% |
| Mork Capital Management, LLC | 100,000 | 0.68% | $1.90M | – | 1.22% |
| Northern Trust Corp | 99,449 | 0.68% | $1.89M | +7,281 | 0.00% |
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 | 115 | 10M | 68.3% | 21 / 48 | 26 / 5 | 2M | 0M |
| Q1 2026 | 100 | 9M | 59.7% | 16 / 36 | 25 / 8 | 2M | 0M |
| Q4 2025 | 95 | 8M | 56.1% | 15 / 21 | 34 / 7 | 0M | 1M |
| Q3 2025 | 88 | 8M | 57.7% | 11 / 25 | 26 / 8 | 0M | 0M |
| Q2 2025 | 85 | 9M | 58.2% | 8 / 24 | 33 / 14 | 0M | 1M |
| Q1 2025 | 91 | 9M | 61.0% | 9 / 24 | 28 / 5 | 1M | 1M |
| Q4 2024 | 88 | 9M | 60.3% | 13 / 28 | 22 / 10 | 1M | 0M |
| Q3 2024 | 85 | 9M | 59.1% | 10 / 27 | 24 / 8 | 2M | 0M |
| Q2 2024 | 84 | 8M | 56.7% | 15 / 30 | 26 / 14 | 1M | 1M |
| Q1 2024 | 83 | 8M | 55.8% | 22 / 21 | 25 / 8 | 1M | 1M |
| Q4 2023 | 69 | 8M | 56.0% | 5 / 31 | 17 / 15 | 1M | 1M |
| Q3 2023 | 80 | 8M | 53.4% | 12 / 21 | 31 / 19 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RELL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 377,703 | 2.57% | $7.18M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 316,010 | 2.15% | $6.01M | 0.01% | Jun 30, 2026 |
| Royce Micro-Cap Fund | 280,641 | 1.91% | $5.33M | 1.25% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 241,374 | 1.64% | $4.41M | 0.02% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 193,601 | 1.32% | $3.54M | 0.12% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 138,190 | 0.94% | $2.63M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 136,618 | 0.93% | $2.50M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 118,123 | 0.80% | $2.25M | 0.02% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 94,921 | 0.65% | $1.74M | 0.02% | Jul 31, 2026 |
| Royce Capital Fund - Micro-Cap Portfolio | 88,649 | 0.60% | $1.69M | 1.20% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 69,415 | 0.47% | $1.27M | 0.02% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 66,651 | 0.45% | $1.27M | 0.06% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 66,455 | 0.45% | $1.13M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 62,348 | 0.42% | $1.06M | 0.01% | May 31, 2026 |
| U.S. Small Cap Portfolio | 55,605 | 0.38% | $1.02M | 0.01% | Jul 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 |
|---|---|---|---|---|
| Wendy Diddell | COO, Director | 114,150 | 0.78% | Aug 6, 2026 |
| Edward J. Richardson | Chairman & CEO, Director, 10% owner | 4,052,428 | 27.58% | Jul 22, 2026 |
| Robert J. Ben | CFO, CAO, Corporate Secretary | 69,534 | 0.47% | Aug 6, 2026 |
| Jens Frank Ruppert | EVP Canvys | 2,000 | 0.01% | Jul 30, 2026 |
| Kathleen McNally | EVP Global Supply Chain | 49,062 | 0.33% | Jul 23, 2026 |
| Gregory J. Peloquin | EVP PMT | 21,206 | 0.14% | Jul 22, 2026 |
| Kenneth Halverson | Director | 10,865 | 0.07% | Aug 24, 2026 |
| James Benham | Director | 19,345 | 0.13% | Aug 21, 2026 |
| Jacques Belin | Director | 22,365 | 0.15% | Aug 6, 2026 |
| Robert H. Kluge | Director | 71,365 | 0.49% | Aug 3, 2026 |
| Paul J. Plante | Director | 21,188 | 0.14% | Jul 30, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kenneth Halverson Director | Aug 20, 2026 | Sale | −1,500 | $17.47 | $26.21K | 10,865 |
| James Benham Director | Aug 19, 2026 | Sale | −3,020 | $17.99 | $54.33K | 19,345 |
| Wendy Diddell COO, Director | Aug 4, 2026 | Sale | −23,901 | $20.00 | $478.02K | 114,150 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Aug 4, 2026 | Option exercise | +1,000 | $15.51 | $15.51K | 69,534 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Aug 4, 2026 | Sale | −9,000 | $21.61 | $194.49K | 60,534 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Aug 4, 2026 | Option exercise | +8,000 | $15.60 | $124.80K | 68,534 |
| Jacques Belin Director | Aug 4, 2026 | Sale | −5,000 | $21.46 | $107.30K | 22,365 |
| Jacques Belin Director | Aug 4, 2026 | Option exercise | +5,000 | $9.10 | $45.50K | 27,365 |
| Kenneth Halverson Director | Aug 3, 2026 | Sale | −5,000 | $18.77 | $93.85K | 12,365 |
| James Benham Director | Aug 3, 2026 | Sale | −9,836 | $18.50 | $181.97K | 22,365 |
| James Benham Director | Aug 3, 2026 | Option exercise | +4,836 | $15.60 | $75.44K | 27,201 |
| James Benham Director | Aug 3, 2026 | Option exercise | +5,000 | $15.51 | $77.55K | 32,201 |
| Robert H. Kluge Director | Jul 30, 2026 | Option exercise | +5,000 | $5.61 | $28.05K | 71,365 |
| Robert H. Kluge Director | Jul 30, 2026 | Option exercise | +10,000 | $5.87 | $58.70K | 61,365 |
| Robert H. Kluge Director | Jul 30, 2026 | Option exercise | +5,000 | $9.10 | $45.50K | 66,365 |
| Robert H. Kluge Director | Jul 30, 2026 | Option exercise | +5,000 | $4.26 | $21.30K | 76,365 |
| Robert H. Kluge Director | Jul 30, 2026 | Option exercise | +4,000 | $7.66 | $30.64K | 80,365 |
| Robert H. Kluge Director | Jul 30, 2026 | Sale | −29,000 | $17.90 | $519.10K | 51,365 |
| James Benham Director | Jul 29, 2026 | Option exercise | +164 | $15.60 | $2.56K | 22,529 |
| James Benham Director | Jul 29, 2026 | Sale | −164 | $19.06 | $3.13K | 22,365 |
| Jens Frank Ruppert EVP Canvys | Jul 28, 2026 | Sale | −37,500 | $19.01 | $712.88K | 2,000 |
| Paul J. Plante Director | Jul 28, 2026 | Sale | −10,000 | $18.60 | $186.00K | 21,188 |
| Paul J. Plante Director | Jul 28, 2026 | Sale | −7,000 | $19.12 | $133.84K | 14,188 |
| Paul J. Plante Director | Jul 28, 2026 | Option exercise | +5,000 | $15.60 | $78.00K | 26,188 |
| Paul J. Plante Director | Jul 28, 2026 | Option exercise | +5,000 | $15.51 | $77.55K | 31,188 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Jul 28, 2026 | Option exercise | +1,500 | $7.66 | $11.49K | 62,034 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Jul 28, 2026 | Option exercise | +4,000 | $11.89 | $47.56K | 66,034 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Jul 28, 2026 | Option exercise | +2,000 | $9.73 | $19.46K | 68,034 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Jul 28, 2026 | Sale | −7,500 | $20.00 | $150.00K | 60,534 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Jul 22, 2026 | Tax withholding | −500 | $18.01 | $9.01K | 60,534 |
| Kathleen McNally EVP Global Supply Chain | Jul 22, 2026 | Tax withholding | −557 | $18.01 | $10.03K | 49,062 |
| Wendy Diddell COO, Director | Jul 22, 2026 | Tax withholding | −2,803 | $18.01 | $50.48K | 138,051 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Jul 21, 2026 | Tax withholding | −500 | $17.18 | $8.59K | 61,034 |
| Kathleen McNally EVP Global Supply Chain | Jul 21, 2026 | Tax withholding | −550 | $17.18 | $9.45K | 49,619 |
| Wendy Diddell COO, Director | Jul 21, 2026 | Tax withholding | −2,795 | $17.18 | $48.02K | 140,854 |
| Jacques Belin Director | Jul 20, 2026 | Award | +3,020 | – | – | 22,365 |
| Robert H. Kluge Director | Jul 20, 2026 | Award | +3,020 | – | – | 51,365 |
| Kenneth Halverson Director | Jul 20, 2026 | Award | +3,020 | – | – | 17,365 |
| Edward J. Richardson Chairman & CEO, Director, 10% owner | Jul 20, 2026 | Award | +20,000 | – | – | 43,114 |
| Kathleen McNally EVP Global Supply Chain | Jul 20, 2026 | Award | +5,000 | – | – | 50,169 |
| Paul J. Plante Director | Jul 20, 2026 | Award | +3,020 | – | – | 21,188 |
| James Benham Director | Jul 20, 2026 | Award | +3,020 | – | – | 22,365 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Jul 20, 2026 | Award | +8,500 | – | – | 61,534 |
| Wendy Diddell COO, Director | Jul 20, 2026 | Award | +20,000 | – | – | 143,649 |
| Kathleen McNally EVP Global Supply Chain | Jul 17, 2026 | Tax withholding | −550 | $17.18 | $9.45K | 45,169 |
| Wendy Diddell COO, Director | Jul 17, 2026 | Tax withholding | −2,795 | $17.18 | $48.02K | 123,649 |
| Kathleen McNally EVP Global Supply Chain | May 20, 2026 | Option exercise | +1,836 | $4.26 | $7.82K | 47,555 |
| Kathleen McNally EVP Global Supply Chain | May 20, 2026 | Option exercise | +4,800 | $7.66 | $36.77K | 52,355 |
| Kathleen McNally EVP Global Supply Chain | May 20, 2026 | Sale | −6,636 | $16.85 | $111.82K | 45,719 |
| Kenneth Halverson Director | May 5, 2026 | Option exercise | +5,000 | $7.66 | $38.30K | 24,345 |
| Kenneth Halverson Director | May 5, 2026 | Sale | −10,000 | $14.69 | $146.90K | 14,345 |
| Kenneth Halverson Director | May 5, 2026 | Option exercise | +5,000 | $9.10 | $45.50K | 19,345 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Feb 19, 2026 | Sale | −4,000 | $12.99 | $51.96K | 53,034 |
| Kenneth Halverson Director | Feb 12, 2026 | Option exercise | +5,000 | $5.61 | $28.05K | 19,345 |
| Kenneth Halverson Director | Feb 12, 2026 | Sale | −10,000 | $13.09 | $130.90K | 14,345 |
| Kenneth Halverson Director | Feb 12, 2026 | Option exercise | +5,000 | $4.26 | $21.30K | 24,345 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Feb 4, 2026 | Sale | −31 | $12.00 | $372 | 57,034 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Feb 4, 2026 | Sale | −4,969 | $11.90 | $59.13K | 57,065 |
| Wendy Diddell COO, Director | Feb 4, 2026 | Gift | −200 | – | – | 126,444 |
| Wendy Diddell COO, Director | Feb 2, 2026 | Gift | −400 | – | – | 126,644 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Wendy Diddell Officer | Oct 13, 2026 | 38,993 | $743.99K | Oct 13, 2026 | Stock Award |
| Gregory J. Peloquin Policy-Making Officer | Oct 13, 2026 | 15,432 | $323.45K | Oct 13, 2026 | Stock Award |
| Kenneth Halverson Director | Aug 20, 2026 | 1,500 | $28.85K | Aug 20, 2026 | Stock Award |
| James Benham Director | Aug 19, 2026 | 3,020 | $57.41K | Aug 19, 2026 | Stock Award |
| Gregory J. Peloquin Officer | Aug 13, 2026 | 46,296 | $972.68K | Aug 13, 2026 | Stock Award |
| Wendy Diddell Officer | Aug 7, 2026 | 38,993 | $811.83K | Aug 8, 2026 | Stock Award |
| Jacques Belin Director | Aug 5, 2026 | 5,000 | $100.00K | Aug 4, 2026 | Stock Option Exercise |
| Paul J. Plante Director | Jul 30, 2026 | 7,000 | $132.58K | Jul 28, 2026 | Sale of Restricted Stock Award |
| Robert H. Kluge Director | Jul 30, 2026 | 29,000 | $536.79K | Jul 30, 2026 | Stock Option Exercise |
| Paul J. Plante Director | Jul 28, 2026 | 10,000 | $215.00K | Jul 28, 2026 | Stock Option Exercise |
| Kenneth Halverson Director | Jul 28, 2026 | 5,000 | $91.90K | Jul 28, 2026 | OPEN MARKET PURCHASE |
| Robert J. Ben Officer | Jul 28, 2026 | 21,500 | $402.70K | Jul 28, 2026 | Stock Option Exercise |
| Wendy Diddell Officer | Jul 28, 2026 | 23,901 | $454.12K | Jul 28, 2026 | STOCK AWARDS |
| James Benham Director | Jul 28, 2026 | 10,000 | $179.60K | Jul 28, 2026 | Stock Option Exercise |
| Jens F. Ruppert Officer | Jul 23, 2026 | 38,166 | $648.82K | Jul 28, 2026 | Sale of Restricted Stock Award |