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 ($7.1m 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 ≈ $215.60. Options: 19 managers hold calls ($284.1m notional), 17 hold puts ($154.9m).
Trends to Q1 2026
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 |
| Q1 2026 | 549 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 277 | 278 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $54.9m | $39.8m | 0.73 |
| Q3 2025 | $131.4m | $60.5m | 0.46 |
| Q4 2025 | $111.2m | $65.2m | 0.59 |
| Q1 2026 | $284.1m | $154.9m | 0.55 |
Biggest buyers
| XN LP | New | +646.3k |
| WT Asset Management Ltd | Added | +644.3k |
| JANUS HENDERSON GROUP PLC | Added | +501.2k |
| CloudAlpha Capital Management Limited/Hong Kong | New | +427.3k |
| JANE STREET GROUP, LLC | Added | +396.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +345.9k |
| D. E. Shaw & Co., Inc. | Added | +335.9k |
| Channing Capital Management, LLC | New | +325.7k |
| T. Rowe Price Investment Management, Inc. | Added | +319.7k |
| Point72 Asset Management, L.P. | Added | +315.5k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.9m |
| WASATCH ADVISORS LP | Sold out | -1.3m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -954.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -609.8k |
| MORGAN STANLEY | Reduced | -607.8k |
| FMR LLC | Reduced | -513.1k |
| Hood River Capital Management LLC | Reduced | -330.7k |
| MARSHALL WACE, LLP | Reduced | -317.1k |
| J. Goldman & Co LP | Sold out | -285.2k |
| CastleKnight Management LP | Reduced | -284.8k |
Biggest calls
| GOLDMAN SACHS GROUP INC | New | $73.7m339.9k shares |
| Balyasny Asset Management L.P. | New | $65.0m300.0k shares |
| CloudAlpha Capital Management Limited/Hong Kong | New | $50.2m231.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $19.5m89.9k shares |
| Caption Management, LLC | New | $16.8m77.7k shares |
| IMC-Chicago, LLC | Added | $9.8m45.0k shares |
| CITADEL ADVISORS LLC | Reduced | $9.3m42.7k shares |
| JANE STREET GROUP, LLC | Added | $8.5m39.2k shares |
| BOOTHBAY FUND MANAGEMENT, LLC | New | $8.2m37.7k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $6.5m30.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $46.4m213.9k shares |
| CITADEL ADVISORS LLC | Added | $41.4m191.2k shares |
| JANE STREET GROUP, LLC | Added | $17.0m78.5k shares |
| IMC-Chicago, LLC | Added | $14.5m66.7k shares |
| SIMPLEX TRADING, LLC | Added | $7.2m33.4k shares |
| BARCLAYS PLC | New | $5.4m25.0k shares |
| TWO SIGMA INVESTMENTS, LP | Added | $4.5m20.7k shares |
| GROUP ONE TRADING LLC | Added | $4.2m19.5k shares |
| Twin Tree Management, LP | Added | $3.7m17.0k shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | Reduced | $3.3m150 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 3 | $7.5m | $367.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-24 | WILLIAMS MARSHA C Director | Sold | $2.8m12.0k shares |
| 2026-02-17 | Lucareli Michael B EVP, CFO | Sold | $4.3m19.6k shares |
| 2026-02-02 | Garimella Suresh V Director | Sold plan | $202.5k1.1k shares |
| 2026-01-22 | Garimella Suresh V Director | Sold plan | $165.0k1.1k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 4.1m $885.3m | Added +92.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 2.4m $512.2m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.4m $512.0m | First filing |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 1.7m $373.5m | Reduced -609.8k |
| Capital Research Global Investors 0.06% of their portfolio | 1.7m $370.5m | Added +231.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.5m $322.1m | Added +248.9k |
| PARADIGM CAPITAL MANAGEMENT INC/NY 12.07% of their portfolio | 1.5m $315.4m | Reduced -20.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 1.3m $272.4m | Added +34.9k |
| Invesco Ltd. 0.03% of their portfolio | 1.2m $265.6m | Reduced -92.8k |
| WT Asset Management Ltd 5.28% of their portfolio | 1.2m $252.0m | Added +644.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.79% of their portfolio | 1.1m $234.4m | Reduced -954.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.0m $221.0m | Reduced -1.9m |
| Artisan Partners Limited Partnership 0.35% of their portfolio | 987.9k $214.1m | Reduced -17.8k |
| FMR LLC 0.01% of their portfolio | 875.2k $189.7m | Reduced -513.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 857.1k $173.3m | Reduced -276.6k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 820.6k $177.8m | Reduced -122.4k |
| Van Berkom & Associates Inc. 2.60% of their portfolio | 731.4k $158.5m | Added +295.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.27% of their portfolio | 715.6k $155.1m | Reduced -98.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 699.3k $151.5m | Reduced -4.6k |
| Capital World Investors 0.02% of their portfolio | 657.7k $142.5m | Reduced -196.2k |
| CONGRESS ASSET MANAGEMENT CO 1.01% of their portfolio | 650.7k $141.0m | Added +81.8k |
| XN LP 5.15% of their portfolio | 646.3k $140.1m | New |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 641.9k $139.1m | Reduced -71.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 608.5k $135.2m | Added +345.9k |
| REINHART PARTNERS, LLC. 3.75% of their portfolio | 601.2k $130.3m | Reduced -61.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.07% of their portfolio | 592.3k $128.4m | Reduced -171.4k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 572.3k $76.4m | Reduced -254.9k |
| UBS Group AG 0.02% of their portfolio | 558.8k $121.1m | Added +67.7k |
| GAMCO INVESTORS, INC. ET AL 1.18% of their portfolio | 551.4k $119.5m | Reduced -279.4k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 523.5k $113.5m | Added +501.2k |
| MORGAN STANLEY 0.01% of their portfolio | 523.1k $113.4m | Reduced -607.8k |
| Driehaus Capital Management LLC 0.79% of their portfolio | 494.7k $107.2m | Added +14.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 478.1k $103.6m | Added +10.0k |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 468.9k $101.6m | Reduced -4.0k |
| CloudAlpha Capital Management Limited/Hong Kong 10.18% of their portfolio | 427.3k $92.6m | New |
| Portolan Capital Management, LLC 4.75% of their portfolio | 412.1k $89.3m | Reduced -123.9k |
| JANE STREET GROUP, LLC 0.09% of their portfolio | 397.8k $86.2m | Added +396.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.12% of their portfolio | 395.9k $85.8m | Added +27.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 393.9k $85.4m | Reduced -27.8k |
| Thrivent Financial for Lutherans 0.16% of their portfolio | 384.8k $83.4m | Added +8.2k |
| EMERALD ADVISERS, LLC 2.59% of their portfolio | 378.1k $81.9m | Reduced -11.8k |
| Granahan Investment Management, LLC 3.96% of their portfolio | 377.6k $81.8m | Added +51.1k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 366.8k $79.5m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 352.1k $76.3m | Added +72.3k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 350.8k $76.0m | Added +13.7k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 346.7k $75.1m | Added +335.9k |
| Point72 Asset Management, L.P. 0.13% of their portfolio | 340.7k $73.8m | Added +315.5k |
| Fiera Capital Corp 0.24% of their portfolio | 327.2k $70.9m | Added +4.2k |
| Channing Capital Management, LLC 1.81% of their portfolio | 325.7k $70.6m | New |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 319.8k $69.3m | Added +319.7k |
| Amundi 0.02% of their portfolio | 311.7k $67.5m | Reduced -37.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 306.3k $66.4m | Reduced -25.8k |
| Allspring Global Investments Holdings, LLC 0.11% of their portfolio | 306.0k $68.2m | Added +219.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 301.4k $65.3m | Added +117.6k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 284.6k $59.9m | Added +72.0k |
| Pictet Asset Management Holding SA 0.07% of their portfolio | 284.4k $61.6m | Reduced -37.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 278.5k $60.3m | Added +265.2k |
| Nuveen, LLC 0.02% of their portfolio | 275.6k $59.7m | Added +48.6k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 266.1k $57.7m | Reduced -190.4k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 264.5k $57.3m | Reduced -29.0k |
| Clearbridge Investments, LLC 0.05% of their portfolio | 256.6k $55.6m | Added +87.1k |
| LORD, ABBETT & CO. LLC 0.18% of their portfolio | 254.1k $55.1m | Reduced -175.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 244.1k $49.3m | Added +15.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.17% of their portfolio | 243.3k $52.7m | Reduced -139.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 2.48% of their portfolio | 236.1k $51.2m | Added +646 |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.45% of their portfolio | 204.0k $44.2m | Added +44.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.06% of their portfolio | 204.0k $44.2m | Added +79.1k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.29% of their portfolio | 187.5k $40.6m | Reduced -53.5k |
| Hood River Capital Management LLC 0.40% of their portfolio | 185.8k $40.3m | Reduced -330.7k |
| GABELLI FUNDS LLC 0.26% of their portfolio | 181.0k $39.2m | Reduced -111.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 175.2k $38.0m | Reduced -7.3k |
| WESTWOOD HOLDINGS GROUP INC 0.27% of their portfolio | 173.6k $37.6m | Reduced -54.8k |
| SEGALL BRYANT & HAMILL, LLC 0.52% of their portfolio | 167.8k $36.4m | Reduced -110.1k |
| KTF INVESTMENTS, LLC 6.21% of their portfolio | 167.3k $36.3m | Added +1.4k |
| Pembroke Management, LTD 5.20% of their portfolio | 165.9k $35.9m | Reduced -45.3k |
| BESSEMER GROUP INC 0.06% of their portfolio | 163.8k $35.5m | Added +28.1k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 150.7k $32.7m | Reduced -49.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 146.2k $31.7m | Added +29.2k |
| NATIXIS 0.12% of their portfolio | 144.0k $31.2m | Added +140.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.12% of their portfolio | 139.9k $30.3m | Reduced -46.1k |
| Aventail Capital Group, LP 1.45% of their portfolio | 138.1k $29.9m | Reduced -264.3k |
| Empowered Funds, LLC 0.18% of their portfolio | 132.5k $28.7m | New |
| Charter Oak Advisors LP 17.03% of their portfolio | 129.6k $28.1m | Added +115.0k |
| Mediolanum International Funds Ltd 0.26% of their portfolio | 121.6k $24.6m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 121.4k $26.3m | Added +6.2k |
| FRED ALGER MANAGEMENT, LLC 0.11% of their portfolio | 118.9k $25.8m | Reduced -39.4k |
| Munro Partners 0.87% of their portfolio | 118.3k $25.6m | New |
| Champlain Investment Partners, LLC 0.32% of their portfolio | 115.8k $25.1m | Reduced -145.9k |
| E20 Capital Ltd 2.34% of their portfolio | 115.0k $24.9m | Added +78.2k |
| NEUMEIER POMA INVESTMENT COUNSEL LLC 2.05% of their portfolio | 114.5k $24.8m | Reduced -7.5k |
| SOUTHERNSUN ASSET MANAGEMENT, LLC 3.46% of their portfolio | 110.3k $23.9m | Reduced -138.1k |
| Nicholas Investment Partners, LP 1.66% of their portfolio | 106.1k $23.0m | Added +36.1k |
| Tidal Investments LLC 0.07% of their portfolio | 104.5k $22.6m | Added +97.9k |
| RBF Capital, LLC 1.06% of their portfolio | 100.0k $21.7m | Reduced -100.0k |
| Swiss National Bank 0.01% of their portfolio | 98.9k $21.4m | Added +500 |
| Tema ETFs LLC 1.43% of their portfolio | 98.5k $21.3m | Added +45.3k |
| ROYCE & ASSOCIATES LP 0.21% of their portfolio | 96.8k $21.0m | Reduced -96.4k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 94.2k $20.4m | Reduced -249 |
| California Public Employees Retirement System 0.01% of their portfolio | 92.8k $20.1m | Added +2.6k |
| ARDSLEY ADVISORY PARTNERS LP 3.01% of their portfolio | 91.1k $19.7m | Added +87.5k |