ARAMARK ARMK
COM · Common Stock · CUSIP 03852U106 · ISIN US03852U1060
American service company
- SectorConsumer discretionary
- IndustryRetail-Eating Places
- HeadquartersPhiladelphia, PA
- Founded1959
- Websitearamark.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 ($20.2m this quarter). Holder counts are more reliable. Shares outstanding: 261.1m as of 2023-07-28, 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 ≈ $43.02. Options: 19 managers hold calls ($421.6m notional), 17 hold puts ($182.1m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 312 |
| Q4 2022 | 323 |
| Q1 2023 | 339 |
| Q2 2023 | 341 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 164 | 142 |
| Q1 2023 | 197 | 138 |
| Q2 2023 | 141 | 179 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $84.3m | $138.6m | 1.64 |
| Q4 2022 | $165.9m | $245.7m | 1.48 |
| Q1 2023 | $116.0m | $103.5m | 0.89 |
| Q2 2023 | $421.6m | $182.1m | 0.43 |
Biggest buyers
| TORONTO DOMINION BANK | Added | +4.0m |
| NOMURA HOLDINGS INC | Added | +3.4m |
| CITADEL ADVISORS LLC | Added | +1.9m |
| BANK OF MONTREAL /CAN/ | Added | +1.9m |
| BANK OF NOVA SCOTIA | Added | +979.9k |
| Man Group plc | New | +857.0k |
| SG Americas Securities, LLC | Added | +529.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +474.7k |
| HSBC HOLDINGS PLC | Added | +410.2k |
| CIBC WORLD MARKETS CORP | New | +400.0k |
Biggest sellers
| FMR LLC | Reduced | -10.1m |
| Sarasin & Partners LLP | Reduced | -8.4m |
| Hudson Bay Capital Management LP | Sold out | -3.3m |
| Mizuho Markets Cayman LP | Sold out | -2.2m |
| MIZUHO MARKETS AMERICAS LLC | Sold out | -2.2m |
| EdgePoint Investment Group Inc. | Sold out | -1.9m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -1.8m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.1m |
| Brahman Capital Corp. | Reduced | -1.1m |
| Jefferies Financial Group Inc. | Sold out | -850.0k |
Biggest calls
| NOMURA HOLDINGS INC | Added | $189.5m4.4m shares |
| PointState Capital LP | New | $167.9m3.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $19.8m459.8k shares |
| CITADEL ADVISORS LLC | Added | $14.7m341.0k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $11.4m265.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $5.4m124.3k shares |
| Walleye Capital LLC | New | $2.8m65.3k shares |
| GROUP ONE TRADING LLC | Added | $2.4m55.6k shares |
| SIMPLEX TRADING, LLC | Added | $2.0m46.5k shares |
| WOLVERINE TRADING, LLC | Added | $1.9m45.6k shares |
Biggest puts
| NOMURA HOLDINGS INC | Added | $102.6m2.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $29.6m686.9k shares |
| CITADEL ADVISORS LLC | Added | $16.6m385.9k shares |
| GOLDMAN SACHS GROUP INC | Added | $13.7m319.0k shares |
| ROYAL BANK OF CANADA | Unchanged | $4.8m111.1k shares |
| Squarepoint Ops LLC | New | $4.0m93.7k shares |
| GROUP ONE TRADING LLC | Added | $3.6m84.1k shares |
| JANE STREET GROUP, LLC | Reduced | $1.7m40.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.1m26.1k shares |
| Walleye Capital LLC | New | $1.1m25.0k 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 |
|---|---|
| JANUS HENDERSON GROUP PLC 13G · institution +0.7 pts · filed 2025-08-14 | 6.9% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13G · institution +1.6 pts · filed 2025-05-14 | 6.7% |
| MORGAN STANLEY 13G · institution -1.0 pts · filed 2026-05-11 | 5.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Capital International Investors (3.9%, 2026-02-05)
Insider purchases and sales in Q2 2023
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 |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 2 | $1.7m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Capital International Investors 0.35% of their portfolio | 33.7m $1.4bn | Added +46.2k |
| VANGUARD GROUP INC 0.03% of their portfolio | 25.3m $1.1bn | Reduced -188.3k |
| BlackRock Inc. 0.03% of their portfolio | 24.1m $1.0bn | Reduced -710.2k |
| MORGAN STANLEY 0.05% of their portfolio | 12.6m $541.2m | Reduced -589.7k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.82% of their portfolio | 11.4m $489.8m | Reduced -1.8m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.80% of their portfolio | 10.9m $468.7m | Reduced -351.0k |
| JANUS HENDERSON GROUP PLC 0.24% of their portfolio | 8.9m $382.0m | Added +40.1k |
| TORONTO DOMINION BANK 0.28% of their portfolio | 8.6m $371.8m | Added +4.0m |
| STATE STREET CORP 0.02% of their portfolio | 7.9m $339.6m | Reduced -39.7k |
| FMR LLC 0.03% of their portfolio | 7.4m $320.6m | Reduced -10.1m |
| NOMURA HOLDINGS INC 3.00% of their portfolio | 6.8m $294.4m | Added +3.4m |
| HSBC HOLDINGS PLC 0.30% of their portfolio | 6.5m $281.2m | Added +410.2k |
| Sarasin & Partners LLP 2.84% of their portfolio | 5.7m $244.6m | Reduced -8.4m |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 5.0m $214.7m | Added +386.6k |
| NATIONAL BANK OF CANADA /FI/ 0.35% of their portfolio | 4.1m $175.3m | Added +55.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 4.1m $174.8m | Reduced -353.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.06% of their portfolio | 3.9m $167.8m | Added +62.7k |
| PointState Capital LP 6.38% of their portfolio | 3.9m $167.5m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 3.8m $161.5m | Added +181.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 3.6m $154.1m | Reduced -191.5k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 3.3m $143.5m | Added +8.3k |
| MILLENNIUM MANAGEMENT LLC 0.14% of their portfolio | 3.2m $136.8m | Added +65.6k |
| BARCLAYS PLC 0.08% of their portfolio | 3.0m $128.8m | Added +286.7k |
| Mantle Ridge LP 6.66% of their portfolio | 2.7m $116.5m | Unchanged |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 2.5m $106.6m | Reduced -718.2k |
| NORGES BANK 0.02% of their portfolio | 2.4m $104.6m | Reduced -94.1k |
| Balyasny Asset Management L.P. 0.28% of their portfolio | 2.3m $100.5m | Added +252.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 2.1m $92.0m | Reduced -65.4k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 1.9m $83.2m | Added +1.9m |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 1.9m $83.1m | Added +1.9m |
| HAP Trading, LLC 22.76% of their portfolio | 1.9m $80.7m | Added +21.4k |
| BANK OF NOVA SCOTIA 0.19% of their portfolio | 1.7m $74.3m | Added +979.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.7m $73.3m | Added +196 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.6m $69.6m | Reduced -19.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.10% of their portfolio | 1.6m $66.9m | Reduced -34.0k |
| Legal & General Group Plc 0.02% of their portfolio | 1.3m $54.9m | Added +35.8k |
| SOROS FUND MANAGEMENT LLC 1.14% of their portfolio | 1.2m $52.7m | Unchanged |
| ING GROEP NV 0.36% of their portfolio | 1.1m $47.4m | Added +160.0k |
| NEUBERGER BERMAN GROUP LLC 0.04% of their portfolio | 1.1m $45.3m | Reduced -26.3k |
| Junto Capital Management LP 1.13% of their portfolio | 1.0m $44.6m | Reduced -33.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 976.6k $42.0m | Reduced -51.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 960.3k $41.3m | Reduced -1.1m |
| Caisse de depot et placement du Quebec 0.11% of their portfolio | 950.0k $40.9m | Unchanged |
| SASCO CAPITAL INC / CT/ 4.46% of their portfolio | 873.3k $37.6m | Reduced -24.8k |
| MARSHALL WACE, LLP 0.08% of their portfolio | 864.9k $37.2m | Reduced -360.3k |
| Man Group plc 0.11% of their portfolio | 857.0k $36.9m | New |
| Swiss National Bank 0.02% of their portfolio | 845.9k $36.4m | Reduced -75.9k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 764.1k $32.9m | Added +19.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 757.4k $32.6m | Reduced -95.7k |
| Assenagon Asset Management S.A. 0.12% of their portfolio | 691.6k $29.8m | Added +255.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 655.1k $23.5m | Unchanged |
| SCOPIA CAPITAL MANAGEMENT LP 2.89% of their portfolio | 635.6k $27.4m | Reduced -142.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 635.3k $27.4m | Reduced -38.3k |
| CAPITAL GROUP INVESTMENT MANAGEMENT PTE. LTD. 1.32% of their portfolio | 618.2k $26.6m | Unchanged |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 594.2k $25.6m | Reduced -245.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.12% of their portfolio | 586.0k $25.2m | Added +81.0k |
| Capital International, Inc./CA/ 0.46% of their portfolio | 584.6k $25.2m | Reduced -3.0k |
| CITIGROUP INC 0.03% of their portfolio | 541.5k $23.3m | Added +247.3k |
| SG Americas Securities, LLC 0.20% of their portfolio | 537.1k $23.1m | Added +529.2k |
| Invesco Ltd. 0.01% of their portfolio | 526.8k $22.7m | Added +12.3k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 510.0k $22.0m | Reduced -159.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 509.6k $21.9m | Added +474.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 505.5k $21.8m | Reduced -93.6k |
| UBS Group AG 0.01% of their portfolio | 494.4k $21.3m | Added +385.6k |
| Retirement Systems of Alabama 0.09% of their portfolio | 489.0k $21.1m | Reduced -4.5k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 479.2k $20.6m | Reduced -5.9k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 478.1k $20.6m | Added +84.0k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 477.9k $20.4m | Reduced -43.5k |
| Brahman Capital Corp. 5.45% of their portfolio | 466.4k $20.1m | Reduced -1.1m |
| PINEBRIDGE INVESTMENTS, L.P. 0.21% of their portfolio | 462.9k $19.9m | Added +47.8k |
| California Public Employees Retirement System 0.02% of their portfolio | 453.0k $19.5m | Added +2.6k |
| COLONY GROUP LLC 0.27% of their portfolio | 435.9k $18.8m | Added +5.1k |
| Amundi 0.01% of their portfolio | 424.9k $18.1m | Reduced -566.1k |
| CIBC WORLD MARKETS CORP 0.14% of their portfolio | 400.0k $17.2m | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.10% of their portfolio | 392.8k $16.9m | Reduced -8.9k |
| NATIXIS 0.14% of their portfolio | 379.6k $16.3m | Reduced -213.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 376.3k $16.2m | Reduced -22.4k |
| Capital Research Global Investors 0.00% of their portfolio | 374.6k $16.1m | Reduced -1.6k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 372.6k $16.1m | Reduced -24.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 372.3k $16.0m | Reduced -16.7k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 355.5k $15.3m | Reduced -9.4k |
| Black Creek Investment Management Inc. 0.53% of their portfolio | 354.6k $15.3m | Reduced -98.9k |
| Carlson Capital, L.P. 1.15% of their portfolio | 310.5k $13.4m | Reduced -64.5k |
| Channing Capital Management, LLC 0.39% of their portfolio | 296.4k $12.8m | Reduced -54.0k |
| Perpetual Ltd 0.11% of their portfolio | 294.0k $12.7m | Added +20.1k |
| Weiss Multi-Strategy Advisers LLC 0.27% of their portfolio | 293.4k $12.6m | Added +56.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.07% of their portfolio | 288.9k $12.4m | Added +2.7k |
| Capital Group Private Client Services, Inc. 0.15% of their portfolio | 288.7k $12.4m | Added +290 |
| 13D Management LLC 6.37% of their portfolio | 271.2k $11.7m | Reduced -11.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 268.1k $11.5m | Added +7.4k |
| Squarepoint Ops LLC 0.06% of their portfolio | 251.1k $10.8m | New |
| Asset Management One Co., Ltd. 0.05% of their portfolio | 247.0k $10.6m | Added +54.5k |
| Daiichi Life Insurance Co., Ltd. 0.22% of their portfolio | 240.0k $10.3m | Added +57.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 239.2k $10.3m | Reduced -6.5k |
| Swedbank AB 0.02% of their portfolio | 237.9k $10.2m | Reduced -33 |
| TEXAS PERMANENT SCHOOL FUND CORP 0.09% of their portfolio | 229.4k $9.9m | Reduced -4.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.10% of their portfolio | 208.7k $9.0m | Reduced -451.7k |
| Banco Santander, S.A. 0.11% of their portfolio | 203.0k $8.7m | Unchanged |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 195.2k $8.4m | Reduced -7.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 189.3k $8.1m | Reduced -20.2k |