Modine Manufacturing Co (MOD) shareholders
MODNYSEMotor Vehicle Parts & AccessoriesFiscal year ends March 31
Financials through Q2 FY2027, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 4, 2026Score 12/3042% above fair value
$106.67+3.60 (+3.49%)
Close on Nov 11, 2026Market cap $5.67BP/E 44.8Yield –
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 Joint filing with Wellington Management Group LLP (6.30%), Wellington Group Holdings LLP (6.30%) and 1 more | 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% | $297.79M | +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% | $252.28M | −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)
506 funds held MOD in Q2 2026, 32% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| Michael Bernard Mahan | President, Data Centers | 1,243 | 0.00% | Nov 4, 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 |
| 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 |
|---|---|---|---|---|---|---|
| Michael Bernard Mahan President, Data Centers | Nov 2, 2026 | Award | +328 | – | – | 1,243 |
| 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 |
| Michael Bernard Mahan President, Commercial HVAC | Jul 13, 2026 | Award | +915 | – | – | 915 |
| 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 |
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
4.70%
2M shares short
Days to cover
1.8
At 1M shares a day
Change since last report
-2.3%
From 3M shares
Short volume, 20 days
43.3%
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 Modine Manufacturing's stock actually held short. Settlement fails (shares not delivered on time) peaked at 44,353 shares on Sep 11, 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 |
|---|---|---|---|---|---|
| Brian Jon Agen Officer | Sep 10, 2026 | 4,306 | $776.37K | Sep 10, 2026 | Stock Option Exercise |
| Eric S. McGinnis Officer | Jun 18, 2026 | 1,020 | $300.97K | Jun 18, 2026 | Restricted Stock |
| Brian Jon Agen Officer | Jun 18, 2026 | 38,282 | $10.87M | Jun 18, 2026 | Restricted Stock Units |
| Eric D. Ashleman 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 |
| Kathleen Powers Officer | Jun 12, 2026 | 18,750 | $5.04M | Jun 12, 2026 | Restricted Stock |
| Arthur Laszlo Jr. Officer | Jun 1, 2026 | 900 | $266.18K | Jun 1, 2026 | Performance Shares |
| Eric McGinnis Revocable Trust Affiliate | Jun 1, 2026 | 24,002 | $6.91M | Jun 1, 2026 | Restricted stock vesting under a registered plan |
| Eric McGinnis Revocable Trust Affiliate | May 29, 2026 | 14,080 | $3.95M | May 29, 2026 | Restricted stock vesting under a registered plan |
| Marsha C. Williams 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 |
| Michael B. Lucareli Officer | Feb 17, 2026 | 19,595 | $4.29M | Feb 17, 2026 | Stock Option Exercise |
| Suresh V. Garimella Director | Feb 2, 2026 | 4,400 | $812.50K | Feb 2, 2026 | Restricted Stock Units |
| Suresh V. Garimella 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 |
| Kathleen T. Powers Officer | Oct 3, 2025 | 1,311 | $193.79K | Oct 3, 2025 | Restricted Stock Units |
| Suresh V. Garimella Director | Aug 22, 2025 | 14,204 | $1.92M | Aug 22, 2025 | Restricted Stock Units |
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