Richardson Electronics, Ltd. (RELL) shareholders
RELLNasdaqWholesale-Electronic Parts & Equipment, NECFiscal year ends May 29
Financials through Q1 FY2027, quarter ended Aug 29, 2026Last filing: 10-Q on Oct 8, 2026Score 14/3042% above fair value
$19.74−0.38 (-1.89%)
Close on Nov 12, 2026Market cap $293.67MP/E 29.9Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
67.5%
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 · 25 sales
Net sold $4.00M
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 |
|---|---|---|---|---|
| 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 |
| 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 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RELL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,422,938 | 9.56% | $27.05M | – | 0.22% |
| DDD Partners, LLC | 1,110,602 | 7.47% | $21.11M | −22,490 | 1.32% |
| BlackRock, Inc. | 992,836 | 6.67% | $18.87M | +115,024 | 0.00% |
| Dimensional Fund Advisors LP | 707,791 | 4.76% | $13.45M | −7,712 | 0.00% |
| First Wilshire Securities Management Inc | 642,356 | 4.32% | $12.21M | −29,642 | 2.51% |
| Vanguard Capital Management LLC | 534,026 | 3.59% | $10.15M | +26,076 | 0.00% |
| Acadian Asset Management LLC | 386,783 | 2.60% | $7.35M | +164,495 | 0.01% |
| Geode Capital Management, LLC | 315,224 | 2.12% | $5.99M | +19,621 | 0.00% |
| Renaissance Technologies LLC | 313,177 | 2.11% | $5.95M | −30,300 | 0.01% |
| First Eagle Investment Management, LLC | 290,000 | 1.95% | $5.51M | New | 0.00% |
| State Street Corp | 254,481 | 1.71% | $4.84M | +17,208 | 0.00% |
| Morgan Stanley | 209,402 | 1.41% | $3.98M | +27,837 | 0.00% |
| Citadel Advisors LLC | 201,662 | 1.36% | $3.83M | +1,510 | 0.00% |
| AIGH Capital Management LLC | 200,434 | 1.35% | $3.81M | New | 0.24% |
| Goldman Sachs Group Inc | 113,889 | 0.77% | $2.17M | +46,887 | 0.00% |
| Trexquant Investment LP | 111,336 | 0.75% | $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 | 0.67% | $1.90M | +15 | 0.29% |
| Mork Capital Management, LLC | 100,000 | 0.67% | $1.90M | – | 1.22% |
| Northern Trust Corp | 99,449 | 0.67% | $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 | 67.5% | 21 / 48 | 26 / 5 | 2M | 0M |
| Q1 2026 | 100 | 9M | 59.0% | 16 / 36 | 25 / 8 | 2M | 0M |
| Q4 2025 | 95 | 8M | 55.4% | 15 / 21 | 34 / 7 | 0M | 1M |
| Q3 2025 | 88 | 8M | 57.0% | 11 / 25 | 26 / 8 | 0M | 0M |
| Q2 2025 | 85 | 9M | 57.5% | 8 / 24 | 33 / 14 | 0M | 1M |
| Q1 2025 | 91 | 9M | 60.2% | 9 / 24 | 28 / 5 | 1M | 1M |
| Q4 2024 | 88 | 9M | 59.6% | 13 / 28 | 22 / 10 | 1M | 0M |
| Q3 2024 | 85 | 9M | 58.3% | 10 / 27 | 24 / 8 | 2M | 0M |
| Q2 2024 | 84 | 8M | 56.0% | 15 / 30 | 26 / 14 | 1M | 1M |
| Q1 2024 | 83 | 8M | 55.1% | 22 / 21 | 25 / 8 | 1M | 1M |
| Q4 2023 | 69 | 8M | 55.3% | 5 / 31 | 17 / 15 | 1M | 1M |
| Q3 2023 | 80 | 8M | 52.7% | 12 / 21 | 31 / 19 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
118 funds held RELL in Q2 2026, 48% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of RELL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 377,703 | 2.54% | $7.18M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 316,010 | 2.12% | $6.01M | 0.01% | Jun 30, 2026 |
| Royce Micro-Cap Fund | 280,641 | 1.89% | $5.33M | 1.25% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 241,374 | 1.62% | $4.41M | 0.02% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 193,601 | 1.30% | $3.54M | 0.12% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 138,190 | 0.93% | $2.63M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 136,618 | 0.92% | $2.50M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 118,123 | 0.79% | $2.25M | 0.02% | Jun 30, 2026 |
| U.S. Micro Cap Portfolio | 94,921 | 0.64% | $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 | 0.37% | $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 | 0.77% | Aug 6, 2026 |
| Edward J. Richardson | Chairman & CEO, Director, 10% owner | 4,052,428 | 27.24% | Jul 22, 2026 |
| Gregory J. Peloquin | EVP PMT | 32,884 | 0.22% | Nov 10, 2026 |
| Robert J. Ben | CFO, CAO, Corporate Secretary | 60,534 | 0.41% | Oct 30, 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 |
| Kenneth Halverson | Director | 9,865 | 0.07% | Nov 2, 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 | 0.48% | 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 |
|---|---|---|---|---|---|---|
| Gregory J. Peloquin EVP PMT | Oct 29, 2026 | Sale | −15,432 | $21.05 | $324.79K | 32,884 |
| Kenneth Halverson Director | Oct 29, 2026 | Sale | −1,000 | $21.19 | $21.19K | 9,865 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Oct 28, 2026 | Sale | −5,000 | $21.01 | $105.05K | 60,534 |
| Robert J. Ben CFO, CAO, Corporate Secretary | Oct 28, 2026 | Option exercise | +5,000 | $15.51 | $77.55K | 65,534 |
| 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 |
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)
Short % of float
8.29%
1M shares short
Days to cover
4.0
At 0M shares a day
Change since last report
+15.6%
From 1M shares
Short volume, 20 days
51.7%
Of volume reported to FINRA
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 Richardson Electronics's stock actually held short. Settlement fails (shares not delivered on time) peaked at 14,596 shares on Aug 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 |
|---|---|---|---|---|---|
| Kenneth Halverson Director | Oct 29, 2026 | 1,000 | $20.64K | Oct 29, 2026 | Stock Award |
| 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 |
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