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 ($4.9m this quarter). Holder counts are more reliable. Shares outstanding: 52.7m as of 2026-01-30, 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 ≈ $133.53. Options: 15 managers hold calls ($111.2m notional), 14 hold puts ($65.2m).
Trends to Q4 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 |
| Q3 2025 | 456 |
| Q4 2025 | 497 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 184 | 174 |
| Q2 2024 | 168 | 213 |
| Q3 2024 | 213 | 178 |
| Q4 2024 | 202 | 183 |
| Q1 2025 | 212 | 208 |
| Q2 2025 | 231 | 185 |
| Q3 2025 | 231 | 209 |
| Q4 2025 | 226 | 245 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $84.7m | $32.9m | 0.39 |
| Q2 2025 | $54.9m | $39.8m | 0.73 |
| Q3 2025 | $131.4m | $60.5m | 0.46 |
| Q4 2025 | $111.2m | $65.2m | 0.59 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +1.1m |
| Invesco Ltd. | Added | +720.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +560.1k |
| WT Asset Management Ltd | New | +518.7k |
| Van Berkom & Associates Inc. | Added | +422.6k |
| Aventail Capital Group, LP | New | +402.4k |
| Balyasny Asset Management L.P. | Added | +400.1k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +321.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +228.7k |
| Capital Research Global Investors | Added | +179.6k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.2m |
| MACQUARIE GROUP LTD | Sold out | -949.0k |
| WASATCH ADVISORS LP | Reduced | -371.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -364.5k |
| FMR LLC | Reduced | -318.0k |
| Champlain Investment Partners, LLC | Reduced | -306.8k |
| ROYAL BANK OF CANADA | Reduced | -270.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | Reduced | -258.3k |
| REINHART PARTNERS, LLC. | Reduced | -228.5k |
| Thrivent Financial for Lutherans | Reduced | -220.0k |
Biggest calls
| CastleKnight Management LP | Reduced | $30.7m230.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.9m164.3k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $14.7m110.0k shares |
| CITADEL ADVISORS LLC | Added | $14.1m105.8k shares |
| Lighthouse Investment Partners, LLC | New | $10.7m80.0k shares |
| IMC-Chicago, LLC | Added | $5.4m40.8k shares |
| Point72 Asset Management, L.P. | New | $4.6m34.2k shares |
| JANE STREET GROUP, LLC | Added | $4.3m32.1k shares |
| GROUP ONE TRADING LLC | Reduced | $1.0m7.6k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.0m7.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $21.6m162.0k shares |
| CITADEL ADVISORS LLC | Added | $10.5m78.5k shares |
| IMC-Chicago, LLC | Added | $6.9m51.6k shares |
| JANE STREET GROUP, LLC | Added | $6.7m50.2k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $5.3m40.0k shares |
| Point72 Asset Management, L.P. | New | $3.1m23.0k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | Reduced | $2.7m200 shares |
| SIMPLEX TRADING, LLC | Added | $2.1m16.0k shares |
| PEAK6 LLC | Unchanged | $1.5m11.2k shares |
| Walleye Trading LLC | Reduced | $1.4m10.4k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 5 | $31.0m | $18.0m |
| Q4 2025 | 0 | — | 1 | $5.1m | $5.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-02 | Brinker Neil David President and CEO, director | Sold plan | $5.1m31.9k 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 5.0m $672.5m | Reduced -43.7k |
| BlackRock, Inc. 0.01% of their portfolio | 4.0m $533.1m | Added +28.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.07% of their portfolio | 2.9m $384.4m | Added +130.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 2.3m $311.5m | Added +560.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.46% of their portfolio | 2.0m $271.8m | Added +1.1m |
| Capital Research Global Investors 0.04% of their portfolio | 1.5m $197.4m | Added +179.6k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 8.30% of their portfolio | 1.5m $197.1m | Reduced -20.0k |
| FMR LLC 0.01% of their portfolio | 1.4m $185.3m | Reduced -318.0k |
| Invesco Ltd. 0.02% of their portfolio | 1.3m $176.0m | Added +720.4k |
| WASATCH ADVISORS LP 1.04% of their portfolio | 1.3m $175.4m | Reduced -371.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.2m $165.2m | Reduced -38.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $163.1m | Added +1.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.1m $151.4m | Reduced -1.2m |
| MORGAN STANLEY 0.01% of their portfolio | 1.1m $151.0m | Added +114.2k |
| Artisan Partners Limited Partnership 0.21% of their portfolio | 1.0m $134.3m | Reduced -125.5k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 943.0k $125.9m | Reduced -98.5k |
| Capital World Investors 0.02% of their portfolio | 853.9k $114.0m | Reduced -141.5k |
| GAMCO INVESTORS, INC. ET AL 1.07% of their portfolio | 830.8k $110.9m | Reduced -157.7k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 827.1k $110.4m | Reduced -64.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.16% of their portfolio | 814.2k $108.7m | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio | 763.7k $102.0m | Added +13.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 713.5k $95.3m | Reduced -143.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 704.0k $94.0m | Reduced -5.3k |
| REINHART PARTNERS, LLC. 2.65% of their portfolio | 662.2k $88.4m | Reduced -228.5k |
| CONGRESS ASSET MANAGEMENT CO 0.53% of their portfolio | 568.9k $75.9m | Added +41.4k |
| Portolan Capital Management, LLC 3.83% of their portfolio | 535.9k $71.6m | Reduced -66.5k |
| WT Asset Management Ltd 2.75% of their portfolio | 518.7k $69.3m | New |
| Hood River Capital Management LLC 0.76% of their portfolio | 516.5k $69.0m | Reduced -15.6k |
| UBS Group AG 0.01% of their portfolio | 491.0k $65.6m | Reduced -46.6k |
| Driehaus Capital Management LLC 0.44% of their portfolio | 480.4k $64.1m | Reduced -192.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 472.9k $63.1m | Reduced -364.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 468.1k $62.5m | Reduced -25.6k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 456.5k $60.9m | Added +400.1k |
| NORGES BANK 0.01% of their portfolio | 436.7k $58.3m | Not comparable |
| Van Berkom & Associates Inc. 1.68% of their portfolio | 436.1k $58.2m | Added +422.6k |
| LORD, ABBETT & CO. LLC 0.18% of their portfolio | 429.8k $57.4m | Added +105.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 421.6k $56.3m | Reduced -47.2k |
| Aventail Capital Group, LP 3.10% of their portfolio | 402.4k $53.7m | New |
| MARSHALL WACE, LLP 0.05% of their portfolio | 392.2k $52.4m | Added +136.4k |
| EMERALD ADVISERS, LLC 1.60% of their portfolio | 389.9k $52.1m | Reduced -1.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 382.9k $51.1m | Added +2.0k |
| Thrivent Financial for Lutherans 0.09% of their portfolio | 376.5k $50.3m | Reduced -220.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.07% of their portfolio | 368.3k $49.2m | Added +19.2k |
| Amundi 0.01% of their portfolio | 349.4k $46.6m | Added +75.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 337.1k $45.0m | Added +26.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 332.1k $44.3m | Added +321.2k |
| CastleKnight Management LP 2.51% of their portfolio | 330.5k $44.1m | Added +4.8k |
| Granahan Investment Management, LLC 1.87% of their portfolio | 326.5k $43.6m | Added +139.6k |
| Fiera Capital Corp 0.14% of their portfolio | 322.9k $43.1m | Added +80.4k |
| Pictet Asset Management Holding SA 0.04% of their portfolio | 321.9k $43.0m | Reduced -172.0k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 293.4k $39.2m | Reduced -6.4k |
| GABELLI FUNDS LLC 0.26% of their portfolio | 292.7k $39.1m | Reduced -38.8k |
| J. Goldman & Co LP 1.48% of their portfolio | 285.2k $38.1m | Added +68.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 279.8k $37.3m | Reduced -6.5k |
| SEGALL BRYANT & HAMILL, LLC 0.50% of their portfolio | 277.9k $37.1m | Added +33.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 262.6k $35.1m | Reduced -69.3k |
| Champlain Investment Partners, LLC 0.35% of their portfolio | 261.7k $34.9m | Reduced -306.8k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 4.63% of their portfolio | 248.4k $33.2m | Reduced -27.2k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.22% of their portfolio | 241.0k $32.2m | Reduced -77.9k |
| EMERALD MUTUAL FUND ADVISERS TRUST 1.53% of their portfolio | 235.4k $31.4m | Added +1.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 228.7k $30.9m | New |
| WESTWOOD HOLDINGS GROUP INC 0.25% of their portfolio | 228.4k $30.5m | Added +36.1k |
| Nuveen, LLC 0.01% of their portfolio | 227.0k $30.3m | Reduced -2.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 212.6k $28.6m | Added +6.8k |
| Pembroke Management, LTD 2.91% of their portfolio | 211.1k $28.2m | Reduced -3.4k |
| LOOMIS SAYLES & CO L P 0.03% of their portfolio | 200.3k $26.7m | Reduced -9.4k |
| RBF Capital, LLC 0.61% of their portfolio | 200.0k $26.7m | Added +100.0k |
| Jain Global LLC 0.26% of their portfolio | 197.3k $26.3m | Reduced -3.1k |
| ROYCE & ASSOCIATES LP 0.26% of their portfolio | 193.1k $25.8m | Reduced -95.0k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.09% of their portfolio | 186.0k $24.8m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 183.7k $24.5m | Reduced -58.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 182.5k $24.4m | Reduced -135.0k |
| Boston Partners 0.02% of their portfolio | 170.4k $22.6m | Reduced -65.9k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 169.4k $22.6m | Reduced -3.5k |
| KTF INVESTMENTS, LLC 3.64% of their portfolio | 165.9k $22.1m | First filing |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.23% of their portfolio | 159.5k $21.3m | Reduced -258.3k |
| FRED ALGER MANAGEMENT, LLC 0.08% of their portfolio | 158.3k $21.1m | Reduced -6.7k |
| BESSEMER GROUP INC 0.03% of their portfolio | 135.7k $18.1m | Added +124.6k |
| GW&K Investment Management, LLC 0.16% of their portfolio | 134.6k $18.0m | Reduced -6.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 125.0k $16.7m | Reduced -39.5k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 122.5k $16.3m | Reduced -61.2k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 1.35% of their portfolio | 122.1k $16.3m | Reduced -18.0k |
| BLAIR WILLIAM & CO/IL 0.04% of their portfolio | 121.1k $16.2m | Added +8.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 116.9k $15.6m | Added +105.0k |
| BROWN ADVISORY INC 0.02% of their portfolio | 116.7k $15.6m | Reduced -209.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 115.2k $15.4m | Reduced -12.1k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 113.4k $15.1m | Added +47.5k |
| Penn Capital Management Company, LLC 1.18% of their portfolio | 110.2k $14.7m | Added +5.5k |
| Zurich Insurance Group Ltd/FI 0.10% of their portfolio | 105.9k $14.1m | New |
| Telemark Asset Management, LLC 1.33% of their portfolio | 100.0k $13.4m | New |
| Swiss National Bank 0.01% of their portfolio | 98.4k $13.1m | Added +1.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 94.5k $12.6m | Reduced -11.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 90.1k $12.0m | Added +16.6k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.37% of their portfolio | 90.1k $12.0m | Reduced -7.4k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.50% of their portfolio | 89.2k $11.9m | Added +26.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 87.1k $11.6m | Reduced -8.4k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 86.6k $12.2m | Added +2.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 86.4k $11.5m | Reduced -270.8k |
| G2 Investment Partners Management LLC 2.74% of their portfolio | 86.1k $11.5m | Added +48.7k |
| BARCLAYS PLC 0.00% of their portfolio | 86.0k $11.5m | Added +8.7k |