MODINE MANUFACTURING CO (MOD) Institutional Ownership Changes & 13F Activity

MODINE MANUFACTURING CO (MOD) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Polen Capital Management, Situational Awareness Partners, First Eagle U.S. Value, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Polen Capital ManagementBuy14,73329,042$6,293,692
Q4 2025Polen Capital ManagementSell-18,21414,309$1,910,395
Q3 2025Polen Capital ManagementBuy13,15732,523$4,623,470
Q2 2025Polen Capital ManagementBuy19,36619,366$1,907,551
Q1 2025Situational Awareness PartnersBuy650,457716,824$55,016,242
Q4 2024Situational Awareness PartnersBuy66,36766,367$7,693,926
Q3 2024First Eagle U.S. ValueSell-44,0009,033$1,199,492
Q2 2024First Eagle U.S. ValueSell-2,80053,033$5,313,376
Q1 2024First Eagle U.S. ValueSell-74,50055,833$5,314,743
Q4 2023First Eagle U.S. ValueSell-70,031130,333$7,780,880
Q3 2023Renaissance Technologies LLCSell-125,90969,290$3,170
Q3 2023First Eagle U.S. ValueSell-33,500200,364$9,166,653
Q2 2023Renaissance Technologies LLCBuy28,909195,199$6,445
Q2 2023First Eagle U.S. ValueBuy21,740233,864$7,722,189
Q1 2023Renaissance Technologies LLCSell-155,709166,290$3,833
Q1 2023First Eagle U.S. ValueSell-6,000212,124$4,889,458
Q4 2022Renaissance Technologies LLCSell-15,810321,999$6,395
Q4 2022First Eagle U.S. ValueSell-14,762218,124$4,331,943
Q3 2022Renaissance Technologies LLCBuy192,700337,809$4,371
Q3 2022First Eagle U.S. ValueBuy52,600232,886$3,014
Q2 2022Renaissance Technologies LLCBuy65,709145,109$1,528
Q2 2022First Eagle U.S. ValueBuy64,739180,286$1,898
Q1 2022First Eagle U.S. ValueBuy62,742115,547$1,041
Q1 2022Renaissance Technologies LLCSell-15,00979,400$715
Q4 2021Renaissance Technologies LLCSell-169,80094,409$953
Q4 2021First Eagle U.S. ValueBuy18,20052,805$533
Q3 2021Renaissance Technologies LLCSell-107,800264,209$2,993
Q3 2021First Eagle U.S. ValueBuy31,00034,605$392
Q2 2021Renaissance Technologies LLCSell-102,900372,009$6,172
Q2 2021First Eagle U.S. ValueBuy3,6053,605$60

Frequently asked questions about MOD activity

  • Which institutional owners are buying MOD?

    Institutional owners buying MOD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MOD activity?

    "Buy" means an investor increased their reported position in MOD compared to the prior reporting period. This reflects growing exposure to MODINE MANUFACTURING CO (MOD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MOD increasing?

    Institutional interest in MOD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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