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 ($41.4m this quarter). Holder counts are more reliable. Shares outstanding: 263.4m as of 2024-07-26, 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 ≈ $34.02. Options: 14 managers hold calls ($41.3m notional), 14 hold puts ($41.2m).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 312 |
| Q4 2022 | 323 |
| Q1 2023 | 339 |
| Q2 2023 | 341 |
| Q3 2023 | 366 |
| Q4 2023 | 355 |
| Q1 2024 | 353 |
| Q2 2024 | 369 |
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 |
| Q3 2023 | 199 | 141 |
| Q4 2023 | 183 | 194 |
| Q1 2024 | 170 | 161 |
| Q2 2024 | 196 | 162 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $262.8m | $130.0m | 0.49 |
| Q4 2023 | $229.7m | $118.7m | 0.52 |
| Q1 2024 | $36.0m | $50.3m | 1.40 |
| Q2 2024 | $41.3m | $41.2m | 1.00 |
Biggest buyers
| FIDUCIARY MANAGEMENT INC /WI/ | New | +6.1m |
| FRANKLIN RESOURCES INC | Added | +6.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +4.8m |
| FIL Ltd | Added | +2.1m |
| Schonfeld Strategic Advisors LLC | Added | +1.6m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.5m |
| JANUS HENDERSON GROUP PLC | Added | +1.4m |
| Balyasny Asset Management L.P. | New | +1.4m |
| ENTRUST GLOBAL PARTNERS L L C | New | +1.4m |
| Junto Capital Management LP | Added | +1.2m |
Biggest sellers
| MORGAN STANLEY | Reduced | -34.0m |
| PointState Capital LP | Reduced | -5.5m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -4.6m |
| CITADEL ADVISORS LLC | Reduced | -2.4m |
| ROYAL BANK OF CANADA | Reduced | -2.3m |
| SOROS FUND MANAGEMENT LLC | Sold out | -2.1m |
| Capital International Investors | Reduced | -1.6m |
| Bank of New York Mellon Corp | Reduced | -1.0m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -893.7k |
| Waratah Capital Advisors Ltd. | Sold out | -737.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $13.0m381.0k shares |
| Concentric Capital Strategies, LP | New | $8.2m242.5k shares |
| Twin Tree Management, LP | New | $5.9m173.7k shares |
| Ulysses Management LLC | New | $5.1m150.0k shares |
| CITADEL ADVISORS LLC | Reduced | $4.3m127.2k shares |
| Walleye Capital LLC | Reduced | $1.5m44.6k shares |
| IMC-Chicago, LLC | Added | $928.7k27.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $813.0k27.2k shares |
| JANE STREET GROUP, LLC | Reduced | $622.6k18.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $517.1k15.2k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $17.5m513.4k shares |
| CITADEL ADVISORS LLC | Added | $10.1m297.1k shares |
| Walleye Capital LLC | Reduced | $5.1m150.2k shares |
| WOLVERINE TRADING, LLC | Added | $1.9m54.9k shares |
| PEAK6 Investments LLC | Reduced | $1.6m47.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.5m48.4k shares |
| JANE STREET GROUP, LLC | Added | $867.5k25.5k shares |
| IMC-Chicago, LLC | Reduced | $619.2k18.2k shares |
| Walleye Trading LLC | Reduced | $612.4k18.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $469.5k13.8k 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 2024
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 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 2 | $1.7m | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $116.8k | — |
| Q1 2024 | 0 | — | 1 | $415.2k | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 25.4m $862.5m | Added +12.5k |
| BlackRock Inc. 0.02% of their portfolio | 22.4m $761.9m | Reduced -566.1k |
| Capital International Investors 0.16% of their portfolio | 22.2m $753.5m | Reduced -1.6m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 3.40% of their portfolio | 16.9m $575.9m | Reduced -893.7k |
| MORGAN STANLEY 0.04% of their portfolio | 16.3m $553.2m | Reduced -34.0m |
| JANUS HENDERSON GROUP PLC 0.27% of their portfolio | 14.8m $504.1m | Added +1.4m |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 1.65% of their portfolio | 14.2m $483.1m | Reduced -4.6m |
| STATE STREET CORP 0.01% of their portfolio | 7.9m $267.9m | Added +121.2k |
| FMR LLC 0.01% of their portfolio | 6.9m $233.7m | Reduced -316.3k |
| FIDUCIARY MANAGEMENT INC /WI/ 1.94% of their portfolio | 6.1m $208.8m | New |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 6.1m $208.5m | Added +6.0m |
| Permian Investment Partners, LP 28.14% of their portfolio | 5.8m $197.3m | Reduced -585.1k |
| FIL Ltd 0.19% of their portfolio | 5.6m $188.9m | Added +2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 5.0m $168.5m | Added +4.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.05% of their portfolio | 4.9m $166.7m | Reduced -50.0k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.7m $161.0m | Added +720.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.3m $146.9m | Added +105.0k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 3.4m $116.2m | Reduced -1.0m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.11% of their portfolio | 3.0m $102.9m | Added +155.4k |
| NORGES BANK 0.01% of their portfolio | 2.9m $97.5m | Reduced -101.0k |
| Public Sector Pension Investment Board 0.58% of their portfolio | 2.7m $91.4m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.6m $89.6m | Added +858.1k |
| Junto Capital Management LP 1.70% of their portfolio | 2.3m $77.4m | Added +1.2m |
| PointState Capital LP 2.10% of their portfolio | 2.2m $73.7m | Reduced -5.5m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.1m $70.7m | Added +10.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $61.3m | Added +226.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 1.8m $60.6m | Added +611.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.7m $58.4m | Added +22.4k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.7m $57.1m | Added +1.5m |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 1.7m $57.0m | Added +35.9k |
| Schonfeld Strategic Advisors LLC 0.42% of their portfolio | 1.6m $54.1m | Added +1.6m |
| Invesco Ltd. 0.01% of their portfolio | 1.5m $50.8m | Added +234.3k |
| Balyasny Asset Management L.P. 0.12% of their portfolio | 1.4m $47.5m | New |
| ENTRUST GLOBAL PARTNERS L L C 18.72% of their portfolio | 1.4m $47.0m | New |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.2m $40.7m | Reduced -294.4k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 1.0m $34.0m | Reduced -396.6k |
| Perpetual Ltd 0.37% of their portfolio | 1.0m $34.2m | Reduced -400.5k |
| iA Global Asset Management Inc. 0.61% of their portfolio | 942.1k $32.0m | Reduced -63.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.13% of their portfolio | 922.2k $31.4m | Added +112.0k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 896.7k $30.3m | Added +8.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 875.7k $29.8m | Reduced -112.7k |
| SASCO CAPITAL INC / CT/ 4.10% of their portfolio | 854.7k $29.1m | Reduced -123.8k |
| SCOPIA CAPITAL MANAGEMENT LP 4.30% of their portfolio | 853.1k $29.0m | Reduced -187.4k |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 739.2k $25.1m | Added +219.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 729.1k $24.8m | Reduced -109.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 724.2k $24.6m | Reduced -25.1k |
| Onex Canada Asset Management Inc. 2.66% of their portfolio | 686.3k $23.3m | Added +144.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.08% of their portfolio | 682.9k $23.2m | Added +275.5k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 662.7k $22.5m | Reduced -60.4k |
| PINEBRIDGE INVESTMENTS, L.P. 0.18% of their portfolio | 648.1k $22.0m | Added +49.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 645.9k $22.0m | Added +240.5k |
| Black Creek Investment Management Inc. 0.78% of their portfolio | 613.8k $20.9m | Reduced -37.7k |
| Focus Partners Wealth 0.07% of their portfolio | 588.2k $20.0m | Added +14.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 497.3k $16.9m | Reduced -9.2k |
| Swiss National Bank 0.01% of their portfolio | 490.5k $16.7m | Reduced -1.5k |
| Capital International, Inc./CA/ 0.22% of their portfolio | 489.8k $16.7m | Reduced -6.8k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 480.4k $16.3m | Added +36.9k |
| Ulysses Management LLC 3.87% of their portfolio | 473.1k $16.1m | Added +25.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 466.9k $15.9m | Added +11.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 452.5k $15.4m | Added +274.8k |
| GLENMEDE TRUST CO NA 0.08% of their portfolio | 435.2k $14.8m | Added +412.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.06% of their portfolio | 433.4k $14.7m | Added +20.0k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 427.5k $14.5m | Added +227.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 386.0k $13.1m | Added +152.9k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 386.0k $13.1m | Reduced -1.9k |
| Legal & General Group Plc 0.00% of their portfolio | 383.9k $13.1m | Added +7.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 356.9k $12.1m | Reduced -4.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 352.9k $12.0m | Reduced -12.4k |
| Channing Capital Management, LLC 0.33% of their portfolio | 350.3k $11.9m | Reduced -2.5k |
| Ancora Advisors LLC 0.29% of their portfolio | 346.6k $11.8m | Added +37.4k |
| Corebridge Financial, Inc. 0.06% of their portfolio | 332.6k $11.3m | First filing |
| Retirement Systems of Alabama 0.04% of their portfolio | 324.6k $11.0m | Reduced -5.0k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 320.0k $10.9m | Reduced -572.0k |
| Verition Fund Management LLC 0.08% of their portfolio | 315.0k $10.7m | New |
| SHIKIAR ASSET MANAGEMENT INC 2.79% of their portfolio | 306.2k $10.4m | Reduced -23.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 289.0k $9.8m | Added +259.4k |
| Leeward Investments, LLC - MA 0.43% of their portfolio | 272.3k $9.3m | New |
| Squarepoint Ops LLC 0.03% of their portfolio | 268.3k $9.1m | Reduced -84.8k |
| Brandywine Global Investment Management, LLC 0.07% of their portfolio | 260.0k $8.8m | Added +95.9k |
| Capital Group Private Client Services, Inc. 0.09% of their portfolio | 259.0k $8.8m | Reduced -5.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 245.9k $8.4m | Reduced -6.2k |
| Crestline Management, L.P. 0.65% of their portfolio | 245.0k $8.3m | Added +29.0k |
| Sarasin & Partners LLP 0.07% of their portfolio | 241.5k $8.2m | Reduced -15.1k |
| Concentric Capital Strategies, LP 0.51% of their portfolio | 239.6k $8.2m | New |
| Pathstone Holdings, LLC 0.04% of their portfolio | 238.2k $8.1m | Added +177.9k |
| Stanley Capital Management, LLC 1.63% of their portfolio | 234.6k $8.0m | Added +82.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 230.9k $7.9m | Added +215.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 230.7k $7.8m | Reduced -15.1k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 221.5k $7.5m | Added +15.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 220.2k $7.5m | Reduced -3.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 217.5k $7.4m | Added +237 |
| ING GROEP NV 0.04% of their portfolio | 216.0k $7.3m | New |
| Aquatic Capital Management LLC 0.27% of their portfolio | 214.0k $7.3m | New |
| Banco Santander, S.A. 0.09% of their portfolio | 212.6k $7.2m | Reduced -367 |
| Strategic Wealth Partners, Ltd. 0.73% of their portfolio | 204.2k $6.9m | Added +12.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 199.5k $6.8m | Added +176.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 189.5k $6.4m | Reduced -2.3m |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.50% of their portfolio | 174.1k $5.9m | Reduced -28.8k |
| UBS Group AG 0.00% of their portfolio | 169.7k $5.8m | Added +8.0k |
| AMALGAMATED BANK 0.05% of their portfolio | 164.8k $5.6m | Added +1.5k |