MODINE MFG CO MOD
COM · Common Stock · CUSIP 607828100 · ISIN US6078281002
- SectorConsumer discretionary
- IndustryMotor Vehicle Parts & Accessories
- HeadquartersRacine, WI
- Founded1916
- Websitemodine.com
- 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 ($1.9m this quarter). Holder counts are more reliable. Shares outstanding: 52.5m as of 2025-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $98.52. Options: 17 managers hold calls ($54.9m notional), 17 hold puts ($39.8m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 169 |
| Q4 2022 | 189 |
| Q1 2023 | 195 |
| Q2 2023 | 201 |
| Q3 2023 | 263 |
| Q4 2023 | 298 |
| Q1 2024 | 368 |
| Q2 2024 | 359 |
| Q3 2024 | 400 |
| Q4 2024 | 412 |
| Q1 2025 | 388 |
| Q2 2025 | 417 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 151 | 100 |
| Q4 2023 | 147 | 138 |
| Q1 2024 | 184 | 174 |
| Q2 2024 | 168 | 213 |
| Q3 2024 | 213 | 178 |
| Q4 2024 | 202 | 183 |
| Q1 2025 | 212 | 208 |
| Q2 2025 | 231 | 185 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $54.8m | $23.8m | 0.43 |
| Q4 2024 | $73.6m | $43.2m | 0.59 |
| Q1 2025 | $84.7m | $32.9m | 0.39 |
| Q2 2025 | $54.9m | $39.8m | 0.73 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +857.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +828.7k |
| Champlain Investment Partners, LLC | Added | +527.6k |
| ROYAL BANK OF CANADA | Added | +419.9k |
| Driehaus Capital Management LLC | Added | +405.6k |
| Hood River Capital Management LLC | Added | +389.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | +287.5k |
| WESTWOOD HOLDINGS GROUP INC | New | +218.5k |
| MARSHALL WACE, LLP | Added | +217.8k |
| REINHART PARTNERS, LLC. | Added | +215.7k |
Biggest sellers
| FMR LLC | Reduced | -3.0m |
| Situational Awareness LP | Sold out | -716.8k |
| Invesco Ltd. | Reduced | -519.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -381.2k |
| Bank of New York Mellon Corp | Reduced | -283.7k |
| VANGUARD GROUP INC | Reduced | -203.7k |
| BlackRock, Inc. | Reduced | -201.5k |
| MORGAN STANLEY | Reduced | -181.0k |
| JANE STREET GROUP, LLC | Sold out | -137.5k |
| CITIGROUP INC | Reduced | -130.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $17.5m177.6k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $10.7m108.3k shares |
| CastleKnight Management LP | Reduced | $7.9m80.0k shares |
| CITADEL ADVISORS LLC | Reduced | $3.7m37.4k shares |
| JANE STREET GROUP, LLC | Added | $3.5m35.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.4m23.7k shares |
| IMC-Chicago, LLC | Added | $1.6m15.8k shares |
| BARCLAYS PLC | New | $1.4m14.5k shares |
| Caption Management, LLC | New | $1.4m14.2k shares |
| Walleye Trading LLC | Added | $1.3m12.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.1m132.9k shares |
| CITADEL ADVISORS LLC | Added | $7.2m73.1k shares |
| Interval Partners, LP | New | $3.2m32.3k shares |
| BARCLAYS PLC | New | $2.9m29.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $2.5m25.0k shares |
| PEAK6 LLC | Added | $2.0m20.0k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $1.9m19.7k shares |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | Reduced | $1.6m16.0k shares |
| Walleye Trading LLC | Reduced | $1.4m13.8k shares |
| IMC-Chicago, LLC | Reduced | $1.2m12.2k 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 |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: BlackRock, Inc. (4.9%, 2026-07-29), WELLINGTON MANAGEMENT GROUP LLP (1.9%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
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 2023 | 0 | — | 2 | $2.5m | — |
| Q4 2023 | 0 | — | 2 | $4.5m | $4.1m |
| Q1 2024 | 0 | — | 4 | $11.0m | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $3.8m | — |
| Q4 2024 | 0 | — | 1 | $5.6m | — |
| Q1 2025 | 1 | $201.0k | 2 | $7.6m | $4.8m |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.0m $490.9m | Reduced -203.7k |
| BlackRock, Inc. 0.01% of their portfolio | 4.1m $405.4m | Reduced -201.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 3.3m $327.6m | Added +857.4k |
| WASATCH ADVISORS LP 0.92% of their portfolio | 1.8m $176.6m | Added +24.0k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 7.84% of their portfolio | 1.6m $160.9m | Reduced -14.0k |
| FMR LLC 0.01% of their portfolio | 1.4m $133.5m | Reduced -3.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.3m $130.7m | Added +828.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.3m $129.0m | Added +53.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $119.7m | Added +14.1k |
| MORGAN STANLEY 0.01% of their portfolio | 1.2m $117.2m | Reduced -181.0k |
| GAMCO INVESTORS, INC. ET AL 1.15% of their portfolio | 1.2m $116.4m | Reduced -4.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $109.6m | Reduced -46.3k |
| REINHART PARTNERS, LLC. 3.67% of their portfolio | 1.1m $107.5m | Added +215.7k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.0m $100.5m | Reduced -10.3k |
| Capital World Investors 0.01% of their portfolio | 995.4k $98.0m | Unchanged |
| MACQUARIE GROUP LTD 0.12% of their portfolio | 983.6k $96.9m | Added +168.9k |
| Artisan Partners Limited Partnership 0.14% of their portfolio | 941.8k $92.8m | Added +24.3k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 920.9k $90.7m | Reduced -132 |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.33% of their portfolio | 920.5k $90.7m | Added +78.1k |
| Capital International Investors 0.01% of their portfolio | 813.8k $80.2m | Reduced -110.7k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 800.5k $78.8m | Added +2.6k |
| Champlain Investment Partners, LLC 0.51% of their portfolio | 743.6k $73.2m | Added +527.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 743.0k $73.2m | Reduced -84.9k |
| Pictet Asset Management Holding SA 0.07% of their portfolio | 663.8k $65.4m | Reduced -25.4k |
| Driehaus Capital Management LLC 0.51% of their portfolio | 649.8k $64.0m | Added +405.6k |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 608.4k $59.9m | Reduced -34.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 575.7k $56.7m | Added +119.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 575.2k $56.7m | Added +6.9k |
| Hood River Capital Management LLC 0.78% of their portfolio | 564.5k $55.6m | Added +389.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 564.3k $55.6m | Reduced -283.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 514.1k $50.6m | Added +419.9k |
| BROWN ADVISORY INC 0.07% of their portfolio | 513.8k $50.6m | Added +11.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 499.7k $49.2m | Reduced -50.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 495.0k $48.8m | Reduced -42.4k |
| Portolan Capital Management, LLC 3.04% of their portfolio | 492.3k $48.5m | Reduced -1.3k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 441.4k $43.5m | Added +217.8k |
| GABELLI FUNDS LLC 0.29% of their portfolio | 421.2k $41.5m | Added +9.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.38% of their portfolio | 418.2k $41.2m | Reduced -11.6k |
| NORGES BANK 0.01% of their portfolio | 417.1k $41.1m | Added +73.4k |
| UBS Group AG 0.01% of their portfolio | 393.2k $38.7m | Reduced -51.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.25% of their portfolio | 375.5k $37.0m | Added +47.2k |
| J. Goldman & Co LP 1.10% of their portfolio | 355.2k $35.0m | Added +81.6k |
| EMERALD ADVISERS, LLC 1.16% of their portfolio | 322.6k $31.8m | Added +61.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 314.9k $31.0m | Reduced -45.1k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 309.7k $30.5m | Added +123.8k |
| Nuveen, LLC 0.01% of their portfolio | 307.1k $30.2m | Added +61.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 305.5k $30.1m | Reduced -33.1k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio | 287.5k $28.3m | New |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 3.83% of their portfolio | 277.0k $27.3m | Added +41.6k |
| ROYCE & ASSOCIATES LP 0.27% of their portfolio | 270.6k $26.7m | Added +7.9k |
| CastleKnight Management LP 1.76% of their portfolio | 270.1k $26.6m | Added +30.9k |
| Invesco Ltd. 0.00% of their portfolio | 256.5k $25.3m | Reduced -519.4k |
| SEGALL BRYANT & HAMILL, LLC 0.35% of their portfolio | 254.9k $25.1m | Added +44.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 250.5k $24.7m | Added +8.3k |
| Fiera Capital Corp 0.08% of their portfolio | 247.2k $24.4m | Added +4.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 239.8k $23.6m | Added +48.5k |
| WESTWOOD HOLDINGS GROUP INC 0.15% of their portfolio | 218.5k $21.5m | New |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 215.1k $21.2m | Reduced -95.8k |
| LORD, ABBETT & CO. LLC 0.07% of their portfolio | 209.1k $20.6m | Reduced -15.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 202.8k $20.0m | Added +57.6k |
| Boston Partners 0.02% of their portfolio | 200.8k $20.5m | New |
| Clearbridge Investments, LLC 0.02% of their portfolio | 192.8k $19.0m | Reduced -120.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.07% of their portfolio | 186.5k $18.4m | Unchanged |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.11% of their portfolio | 185.6k $18.3m | Added +15.5k |
| HARBOR CAPITAL ADVISORS, INC. 0.76% of their portfolio | 182.8k $18.0m | Added +40.7k |
| Squarepoint Ops LLC 0.04% of their portfolio | 175.1k $17.2m | Added +68.0k |
| Hudson Bay Capital Management LP 0.11% of their portfolio | 173.4k $17.1m | Added +116.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 169.6k $16.7m | Reduced -90.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 169.5k $16.7m | Reduced -65.6k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 169.2k $16.7m | Added +9.9k |
| FRED ALGER MANAGEMENT, LLC 0.07% of their portfolio | 166.8k $16.4m | Reduced -21.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 161.3k $15.9m | Added +83.1k |
| GW&K Investment Management, LLC 0.13% of their portfolio | 146.0k $14.4m | Reduced -1.6k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 1.22% of their portfolio | 133.2k $13.1m | Added +36.2k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 130.3k $12.8m | Reduced -24.0k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 123.4k $12.2m | Added +9.1k |
| Empowered Funds, LLC 0.13% of their portfolio | 120.6k $11.9m | New |
| KENNEDY CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 118.0k $11.6m | Added +84.2k |
| BARCLAYS PLC 0.00% of their portfolio | 114.9k $11.3m | Added +38.4k |
| Granahan Investment Management, LLC 0.43% of their portfolio | 106.1k $10.5m | Reduced -126.0k |
| RBF Capital, LLC 0.49% of their portfolio | 100.0k $9.8m | Unchanged |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 96.6k $9.5m | Added +85.0k |
| Swiss National Bank 0.01% of their portfolio | 95.4k $9.4m | Reduced -1.3k |
| Concentric Capital Strategies, LP 0.52% of their portfolio | 92.6k $9.1m | New |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.42% of their portfolio | 89.3k $8.8m | Reduced -59.8k |
| G2 Investment Partners Management LLC 1.87% of their portfolio | 86.8k $8.5m | Added +30.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 86.0k $8.5m | Added +4.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 82.9k $8.2m | Reduced -18.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 81.5k $8.0m | Added +16.0k |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 80.6k $7.9m | Added +16.6k |
| Divisadero Street Capital Management, LP 0.52% of their portfolio | 78.3k $7.7m | Added +1.3k |
| Front Street Capital Management, Inc. 1.47% of their portfolio | 77.9k $7.7m | Added +1 |
| Thematics Asset Management 0.33% of their portfolio | 75.0k $7.4m | Added +40.0k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 74.6k $7.3m | Reduced -27.4k |
| Trexquant Investment LP 0.08% of their portfolio | 73.4k $7.2m | Reduced -41.5k |
| California Public Employees Retirement System 0.00% of their portfolio | 68.7k $6.8m | Added +5.2k |
| Man Group plc 0.01% of their portfolio | 68.4k $6.7m | Added +65.0k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 67.9k $6.7m | Added +13.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 67.4k $6.6m | Added +15.2k |
| Lisanti Capital Growth, LLC 1.78% of their portfolio | 65.3k $6.4m | Added +54.6k |