Manchester United plc (MANU) Institutional Holdings & 13F Data (Q2 2026)

MANU ranks #4043 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

MANU is a top-conviction position for Lancaster Investment Management — at 14.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MANU belongs to Ariel Investments, LLC, but the position matters far more to Lancaster Investment Management, who has 14.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Ariel Investments, LLC has added to its MANU position for two straight quarters, increasing it by $69.3M to reach $212.3M today.

Jane Street Group, LLC has trimmed its MANU position for two straight quarters, cutting it by $5.5M while still holding $6.1M.

MANU is down 1.9% today, but institutions show net buying of $33.1M this quarter — a divergence between today's price move and the underlying institutional flow.

MANU reported a net loss of $33.0M in its latest fiscal year.

• Not yet profitable — net loss of $33.0M in the latest fiscal year
• Revenue grew 0.7% year over year
• Net income improved year over year, from -$113.2M to -$33.0M
• Generated $72.7M in positive operating cash flow
• Current ratio of 0.38x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.04x equity — within a conventional range