MODNYSEMotor Vehicle Parts & AccessoriesFiscal year ends March 31
MODINE MANUFACTURING CO
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$149.59+0.73 (+0.49%)
Close on Oct 19, 2026
- Market cap
- $8.08B
- P/E (TTM)
- 56.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.3%
53M of 53M shares
Institutional holders
635
150 new, 55 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 40 sales
Net sold $40.42M
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 |
|---|---|---|---|---|
| Wellington Management Company LLP | 3,326,162 | 5.40% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 2,763,681 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MOD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,866,977 | 5.40% | $765.54M | −1,218,067 | 0.01% |
| Vanguard Capital Management LLC | 2,380,183 | 4.48% | $635.56M | +17,449 | 0.01% |
| Vanguard Portfolio Management LLC | 2,204,937 | 4.15% | $588.76M | −158,733 | 0.03% |
| Capital Research Global Investors | 1,483,974 | 2.79% | $396.25M | −225,654 | 0.06% |
| Paradigm Capital Management Inc/Ny | 1,453,598 | 2.74% | $388.14M | −2,000 | 10.56% |
| Invesco Ltd. | 1,266,552 | 2.38% | $338.19M | +40,801 | 0.03% |
| Artisan Partners Limited Partnership | 1,191,876 | 2.24% | $318.25M | +203,983 | 0.50% |
| State Street Corp | 1,169,085 | 2.20% | $312.02M | −317,054 | 0.01% |
| Geode Capital Management, LLC | 1,152,691 | 2.17% | $307.86M | −103,941 | 0.02% |
| Fuller & Thaler Asset Management, Inc. | 1,116,729 | 2.10% | $298.19M | +35,049 | 0.81% |
| T. Rowe Price Investment Management, Inc. | 1,115,215 | 2.10% | $297.79K | +795,433 | 0.20% |
| FMR LLC | 1,053,778 | 1.98% | $281.38M | +178,614 | 0.01% |
| Wellington Management Group Llp | 961,169 | 1.81% | $256.65M | −58,752 | 0.04% |
| Price T Rowe Associates Inc /Md/ | 944,797 | 1.78% | $252.28K | −778,625 | 0.03% |
| Jane Street Group, LLC | 902,553 | 1.70% | $241.00M | +504,738 | 0.02% |
| Massachusetts Financial Services Co /Ma/ | 820,626 | 1.55% | $221.66M | +212,128 | 0.07% |
| Morgan Stanley | 776,527 | 1.46% | $207.35M | +253,400 | 0.01% |
| Capital World Investors | 675,428 | 1.27% | $180.35M | +17,757 | 0.02% |
| Goldman Sachs Group Inc | 640,419 | 1.21% | $171.00M | −1,462 | 0.01% |
| Alliancebernstein L.P. | 639,778 | 1.20% | $138.65M | +67,521 | 0.05% |
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 | 635 | 53M | 99.3% | 150 / 199 | 224 / 55 | 9M | 12M |
| Q1 2026 | 549 | 56M | 100.0% | 125 / 161 | 216 / 65 | 14M | 14M |
| Q4 2025 | 497 | 60M | 100.0% | 105 / 143 | 190 / 55 | 9M | 8M |
| Q3 2025 | 456 | 59M | 100.0% | 92 / 144 | 165 / 45 | 9M | 7M |
| Q2 2025 | 416 | 57M | 100.0% | 81 / 154 | 136 / 49 | 8M | 8M |
| Q1 2025 | 387 | 57M | 100.0% | 64 / 152 | 126 / 83 | 12M | 10M |
| Q4 2024 | 410 | 55M | 100.0% | 68 / 155 | 135 / 48 | 5M | 5M |
| Q3 2024 | 398 | 55M | 100.0% | 77 / 139 | 143 / 35 | 11M | 5M |
| Q2 2024 | 357 | 56M | 100.0% | 55 / 117 | 152 / 61 | 10M | 8M |
| Q1 2024 | 367 | 54M | 100.0% | 100 / 87 | 147 / 27 | 14M | 10M |
| Q4 2023 | 296 | 50M | 94.2% | 64 / 90 | 111 / 27 | 8M | 6M |
| Q3 2023 | 261 | 48M | 90.9% | 77 / 77 | 87 / 14 | 8M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MOD | Value | % of fund | As of |
|---|---|---|---|---|---|
| SMALLCAP World Fund Inc | 2,102,366 | 3.96% | $561.37M | 0.59% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,677,206 | 3.16% | $447.85M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,211,046 | 2.28% | $323.37M | 0.17% | Jun 30, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 732,400 | 1.38% | $195.57M | 3.17% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 698,573 | 1.32% | $186.53M | 0.40% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 604,652 | 1.14% | $161.45M | 0.17% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 523,680 | 0.99% | $139.83M | 0.61% | Jun 30, 2026 |
| Invesco Discovery Fund | 498,255 | 0.94% | $138.97M | 1.77% | May 31, 2026 |
| MFS Mid Cap Growth Fund | 419,726 | 0.79% | $117.07M | 0.85% | May 31, 2026 |
| Nomura Small Cap Core Fund | 392,462 | 0.74% | $109.46M | 1.98% | May 29, 2026 |
| Vanguard Explorer Fund | 357,987 | 0.67% | $71.98M | 0.33% | Jul 31, 2026 |
| Congress Small Cap Growth Fund | 329,588 | 0.62% | $66.27M | 3.30% | Jul 31, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 307,165 | 0.58% | $82.02M | 0.56% | Jun 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 307,043 | 0.58% | $81.99M | 0.38% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 271,930 | 0.51% | $75.84M | 0.18% | May 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 |
|---|---|---|---|---|
| Neil David Brinker | President and CEO, Director | 365,190 | 0.69% | Jun 2, 2026 |
| Jeremy Michael Patten | President, Perf. Technologies | 2,746 | 0.01% | Sep 29, 2026 |
| Brian Jon Agen | VP, CHRO | 69,624 | 0.13% | Sep 14, 2026 |
| Michael Bernard Mahan | President, Commercial HVAC | – | – | Jul 17, 2026 |
| Mark D. Hudson | VP, Corporate Controller & CAO | 71,771 | 0.14% | Jul 9, 2026 |
| Eric S. McGinnis | President, Commercial HVAC | 28,364 | 0.05% | Jun 22, 2026 |
| Arthur Laszlo Jr. | President, Data Centers | 12,545 | 0.02% | Jun 2, 2026 |
| Michael B. Lucareli | EVP, CFO | 93,645 | 0.18% | Jun 2, 2026 |
| Erin Jennifer Roth | VP, GC and CCO | 9,784 | 0.02% | May 28, 2026 |
| David J. Wilson | Director | 9,390 | 0.02% | Aug 21, 2026 |
| Suresh V. Garimella | Director | 80,668 | 0.15% | Aug 21, 2026 |
| Katherine Carolyn Harper | Director | 17,390 | 0.03% | Aug 21, 2026 |
| Christine Y. Yan | Director | 75,255 | 0.14% | Aug 21, 2026 |
| Gary Mark Bendza | Director | 1,961 | 0.00% | Aug 21, 2026 |
| Alan S. Lowe | Director | 2,064 | 0.00% | Aug 21, 2026 |
| Marsha C. Williams | Director | 112,042 | 0.21% | Aug 21, 2026 |
| Eric D. Ashleman | Director | 43,162 | 0.08% | Aug 21, 2026 |
| William A. Wulfsohn | Director | 8,426 | 0.02% | Aug 25, 2025 |
| Christopher William Patterson | Director | 71,531 | 0.13% | Aug 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeremy Michael Patten President, Perf. Technologies | Sep 28, 2026 | Tax withholding | −631 | $198.07 | $124.98K | 2,746 |
| Brian Jon Agen VP, CHRO | Sep 10, 2026 | Option exercise | +928 | $17.79 | $16.51K | 69,624 |
| Brian Jon Agen VP, CHRO | Sep 10, 2026 | Option exercise | +2,353 | $6.62 | $15.58K | 68,696 |
| Brian Jon Agen VP, CHRO | Sep 10, 2026 | Option exercise | +1,988 | $12.28 | $24.41K | 71,612 |
| Brian Jon Agen VP, CHRO | Sep 10, 2026 | Sale | −4,306 | $180.30 | $776.37K | 67,306 |
| Alan S. Lowe Director | Aug 20, 2026 | Award | +812 | – | – | 2,064 |
| Christine Y. Yan Director | Aug 20, 2026 | Award | +812 | – | – | 75,255 |
| David J. Wilson Director | Aug 20, 2026 | Award | +812 | – | – | 9,390 |
| Suresh V. Garimella Director | Aug 20, 2026 | Award | +812 | – | – | 80,668 |
| Marsha C. Williams Director | Aug 20, 2026 | Award | +1,389 | – | – | 112,042 |
| Katherine Carolyn Harper Director | Aug 20, 2026 | Award | +812 | – | – | 17,390 |
| Gary Mark Bendza Director | Aug 20, 2026 | Award | +812 | – | – | 1,961 |
| Eric D. Ashleman Director | Aug 20, 2026 | Award | +812 | – | – | 43,162 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −100 | $288.08 | $28.81K | 103,425 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −400 | $287.35 | $114.94K | 103,525 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −577 | $286.06 | $165.06K | 103,925 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −200 | $289.21 | $57.84K | 103,225 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −123 | $284.80 | $35.03K | 104,502 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −200 | $300.04 | $60.01K | 66,343 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −200 | $298.30 | $59.66K | 66,543 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −15,482 | $297.37 | $4.60M | 66,743 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −900 | $296.18 | $266.56K | 82,225 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −4,881 | $295.42 | $1.44M | 83,125 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −4,739 | $294.37 | $1.40M | 88,006 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −6,732 | $293.48 | $1.98M | 92,745 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −2,368 | $292.47 | $692.57K | 99,477 |
| Brian Jon Agen VP, CHRO | Jun 18, 2026 | Sale(10b5-1 plan) | −1,380 | $291.69 | $402.53K | 101,845 |
| Eric S. McGinnis President, Commercial HVAC | Jun 18, 2026 | Sale | −1,020 | $295.07 | $300.97K | 28,364 |
| Eric D. Ashleman Director | Jun 16, 2026 | Sale | −4,550 | $286.27 | $1.30M | 52,800 |
| Eric D. Ashleman Director | Jun 16, 2026 | Sale | −4,511 | $287.45 | $1.30M | 48,289 |
| Eric D. Ashleman Director | Jun 16, 2026 | Sale | −5,939 | $291.12 | $1.73M | 42,350 |
| Arthur Laszlo Jr. President, Data Centers | Jun 1, 2026 | Sale | −900 | $295.76 | $266.18K | 12,545 |
| Eric S. McGinnis President, Commercial HVAC | Jun 1, 2026 | Sale | −2,767 | $290.11 | $802.73K | 31,184 |
| Eric S. McGinnis President, Commercial HVAC | Jun 1, 2026 | Sale | −1,800 | $290.79 | $523.42K | 29,384 |
| Eric S. McGinnis President, Commercial HVAC | Jun 1, 2026 | Sale | −2,804 | $288.84 | $809.91K | 33,951 |
| Eric S. McGinnis President, Commercial HVAC | Jun 1, 2026 | Sale | −1,912 | $285.01 | $544.94K | 51,474 |
| Eric S. McGinnis President, Commercial HVAC | Jun 1, 2026 | Sale | −6,041 | $287.00 | $1.73M | 43,922 |
| Eric S. McGinnis President, Commercial HVAC | Jun 1, 2026 | Sale | −1,511 | $285.79 | $431.83K | 49,963 |
| Eric S. McGinnis President, Commercial HVAC | Jun 1, 2026 | Sale | −7,167 | $287.90 | $2.06M | 36,755 |
| Arthur Laszlo Jr. President, Data Centers | May 31, 2026 | Tax withholding | −436 | $278.91 | $121.60K | 13,445 |
| Neil David Brinker President and CEO, Director | May 31, 2026 | Tax withholding | −3,721 | $278.91 | $1.04M | 365,190 |
| Eric S. McGinnis President, Commercial HVAC | May 31, 2026 | Tax withholding | −663 | $278.91 | $184.92K | 53,386 |
| Michael B. Lucareli EVP, CFO | May 31, 2026 | Tax withholding | −1,476 | $278.91 | $411.67K | 93,645 |
| Brian Jon Agen VP, CHRO | May 31, 2026 | Tax withholding | −566 | $278.91 | $157.86K | 104,625 |
| Eric S. McGinnis President, Commercial HVAC | May 29, 2026 | Sale | −12,030 | $280.13 | $3.37M | 56,099 |
| Eric S. McGinnis President, Commercial HVAC | May 29, 2026 | Sale | −2,050 | $281.01 | $576.07K | 54,049 |
| Neil David Brinker President and CEO, Director | May 26, 2026 | Tax withholding | −87,517 | $295.88 | $25.89M | 368,911 |
| Neil David Brinker President and CEO, Director | May 26, 2026 | Award | +215,464 | – | – | 456,428 |
| Arthur Laszlo Jr. President, Data Centers | May 26, 2026 | Award | +10,838 | – | – | 18,634 |
| Arthur Laszlo Jr. President, Data Centers | May 26, 2026 | Tax withholding | −4,753 | $295.88 | $1.41M | 13,881 |
| Erin Jennifer Roth VP, GC and CCO | May 26, 2026 | Award | +5,249 | – | – | 9,784 |
| Erin Jennifer Roth VP, GC and CCO | May 26, 2026 | Tax withholding | −2,221 | $295.88 | $657.15K | 7,563 |
| Brian Jon Agen VP, CHRO | May 26, 2026 | Award | +28,318 | – | – | 118,501 |
| Brian Jon Agen VP, CHRO | May 26, 2026 | Tax withholding | −13,310 | $295.88 | $3.94M | 105,191 |
| Michael B. Lucareli EVP, CFO | May 26, 2026 | Tax withholding | −34,721 | $295.88 | $10.27M | 95,121 |
| Michael B. Lucareli EVP, CFO | May 26, 2026 | Award | +73,873 | – | – | 129,842 |
| Eric S. McGinnis President, Commercial HVAC | May 26, 2026 | Tax withholding | −15,573 | $295.88 | $4.61M | 68,129 |
| Eric S. McGinnis President, Commercial HVAC | May 26, 2026 | Award | +39,575 | – | – | 83,702 |
| Erin Jennifer Roth VP, GC and CCO | May 20, 2026 | Award | +668 | – | – | 4,535 |
| Brian Jon Agen VP, CHRO | May 20, 2026 | Award | +556 | – | – | 90,183 |
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 |
|---|---|---|---|---|---|
| Agen Brian Officer | Sep 10, 2026 | 4,306 | $776.37K | Sep 10, 2026 | Stock Option Exercise |
| McGinnis Eric Officer | Jun 18, 2026 | 1,020 | $300.97K | Jun 18, 2026 | Restricted Stock |
| Agen Brian Officer | Jun 18, 2026 | 38,282 | $10.87M | Jun 18, 2026 | Restricted Stock Units |
| D. Ashleman Eric Director | Jun 15, 2026 | 15,000 | $4.22M | Jun 15, 2026 | Acquired pursuant to the exercise or vesting of awards granted under the issuer's 2017 ICP |
| Powers Kathleen Officer | Jun 12, 2026 | 18,750 | $5.04M | Jun 12, 2026 | Restricted Stock |
| Laszlo Arthur Officer | Jun 1, 2026 | 900 | $266.18K | Jun 1, 2026 | Performance Shares |
| McGinnis Revocable Trust Eric Affiliate | Jun 1, 2026 | 24,002 | $6.91M | Jun 1, 2026 | Restricted stock vesting under a registered plan |
| McGinnis Revocable Trust Eric Affiliate | May 29, 2026 | 14,080 | $3.95M | May 29, 2026 | Restricted stock vesting under a registered plan |
| C. Williams Marsha Director | Feb 24, 2026 | 12,000 | $2.66M | Feb 24, 2026 | Acquired pursuant to the exercise or vesting of awards granted under the issuer's 2020 ICP |
| Lucareli Michael Officer | Feb 17, 2026 | 19,595 | $4.29M | Feb 17, 2026 | Stock Option Exercise |
| Garimella Suresh Director | Feb 2, 2026 | 4,400 | $812.50K | Feb 2, 2026 | Restricted Stock Units |
| Garimella Suresh Director | Jan 22, 2026 | 1,100 | $158.05K | Jan 22, 2026 | Restricted Stock Units |
| Neil David Brinker Officer | Dec 2, 2025 | 31,871 | $5.12M | Dec 2, 2025 | RSU |
| T. Powers Kathleen Officer | Oct 3, 2025 | 1,311 | $193.79K | Oct 3, 2025 | Restricted Stock Units |
| Garimella Suresh Director | Aug 22, 2025 | 14,204 | $1.92M | Aug 22, 2025 | Restricted Stock Units |