Aramark (NYSE: ARMK) is a global provider of food services, facilities management, and uniform services across education, healthcare, business, and sports venues. Shares recently traded around $37 per share, giving the company a market value of roughly $9.8B.
Looking at who owns Aramark and recent insider trades helps show how large institutions and company insiders are positioning around the stock today.
Who Are Aramark’s Top Shareholders?
Aramark’s shareholder base is led by major institutional investors. These firms tend to hold through market cycles, which can help keep long-term ownership relatively stable. At the same time, several active managers adjusted positions in both directions, suggesting a mix of confidence and caution.
- The Vanguard Group: 24,843,990 shares (9.45%), $929.7M value. Cut 153,818 shares (-0.62%).
- Capital International Investors: 24,646,909 shares (9.38%), $922.3M value. Added 580,215 shares (+2.41%).
- BlackRock Institutional Trust Company: 20,855,992 shares (7.94%), $780.4M value. Cut 49,616 shares (-0.24%).
- MFS Investment Management: 18,283,687 shares (6.96%), $684.2M value. Added 626,391 shares (+3.55%).
- Janus Henderson Investors: 18,067,702 shares (6.87%), $676.1M value. Added 104,103 shares (+0.58%).
- Fiduciary Management, Inc.: 12,370,241 shares (4.71%), $462.9M value. Cut 289,020 shares (-2.28%).
- Atlanta Capital Management Company: 10,819,775 shares (4.12%), $404.9M value. Cut 13,955 shares (-0.13%).
- Farallon Capital Management: 8,996,202 shares (3.42%), $336.6M value. Cut 3,903,499 shares (-30.26%).
- State Street Investment Management (US): 7,913,716 shares (3.01%), $296.1M value. Cut 45,060 shares (-0.57%).
- Dimensional Fund Advisors: 5,894,691 shares (2.24%), $220.6M value. Cut 47,830 shares (-0.80%).
- T. Rowe Price Associates: 4,951,740 shares (1.88%), $185.3M value. Added 1,522,899 shares (+44.41%).
For investors, this ownership mix suggests Aramark remains well supported by long-term institutions, while active managers are selectively adjusting exposure as they reassess valuation and forward return potential.
Hedge Fund Highlights
Balyasny Asset Management, founded by Dmitry Balyasny, sharply increased its Aramark position last quarter. The sizable percentage increase may suggest the firm is seeing improving upside as margins recover and earnings visibility improves.
D.E. Shaw, founded by David E. Shaw, also made a large increase in its Aramark exposure. The move stands out in percentage terms and appears consistent with quant-driven interest tied to valuation or cash flow dynamics.
AQR Capital Management, led by Cliff Asness, meaningfully added to its position as well. The increase may reflect growing comfort with Aramark’s earnings normalization and balance sheet trajectory.
Gotham Asset Management, founded by value investor Joel Greenblatt, expanded its stake during the period. The addition appears aligned with a value-oriented approach that may be responding to improving fundamentals.
For investors, hedge fund activity looks selective but constructive, with several prominent managers leaning more positively while others reduced exposure earlier in the year.
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Aramark’s Recent Insider Trades
Insider trades can offer useful context on how executives and directors may be managing personal exposure at current price levels.
- John J. Zillmer (Officer and Director): Bought ~$249K of stock (6,387 shares at ~$39.07).
- Richard W. Dreiling (Director): Bought ~$27K of stock (642 shares at ~$42.79).
- Greg Creed (Director): Bought ~$34K of stock (788 shares at ~$42.79).
- Other directors and officers: Received small share amounts at $0, which appear to be equity awards or administrative filings.
For investors, insider activity appears modest and limited in size, with small open-market purchases and compensation-related entries that do not materially change overall ownership.
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What the Ownership & Insider Trade Data Tell Us
Aramark’s shareholder base remains anchored by large institutions, providing a stable ownership foundation. Active managers are making measured adjustments rather than aggressive shifts, and insider activity appears cautious and incremental.
For investors, the data paints a balanced picture. Institutional support remains intact, hedge fund interest appears selective but engaged, and insider trades look measured as Aramark continues working through margin improvement, leverage management, and steady revenue growth.
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