13FPulse
AR

ARMK ARAMARK

2026Q2 · CUSIP 03852U106 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
536
Institutions that reported holding it to the SEC
Net increase in holders
+71
Last quarter 465 → now 536
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

536 funds held ARMK at the end of 2026Q2, up 71 from the quarter before. That is stronger buying than 96.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $19.8B(YoY +11.0%), the P/E is 39.7x, return on equity is 11.3%. ARMK has had 20 buying rushes in its history, and the price moved +6.9% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q1: holders=79 2014Q2: holders=110 2014Q3: holders=132 2014Q4: holders=165 2015Q1: holders=188 2015Q2: holders=216 2015Q3: holders=247 2015Q4: holders=285 2016Q1: holders=295 2016Q2: holders=303 2016Q3: holders=304 2016Q4: holders=292 2017Q1: holders=319 2017Q2: holders=313 2017Q3: holders=297 2017Q4: holders=310 2018Q1: holders=328 2018Q2: holders=317 2018Q3: holders=333 2018Q4: holders=343 2019Q1: holders=345 2019Q2: holders=324 2019Q3: holders=329 2019Q4: holders=330 2020Q1: holders=301 2020Q2: holders=287 2020Q3: holders=304 2020Q4: holders=329 2021Q1: holders=325 2021Q2: holders=315 2021Q3: holders=300 2021Q4: holders=304 2022Q1: holders=308 2022Q2: holders=300 2022Q3: holders=311 2022Q4: holders=324 2023Q1: holders=338 2023Q2: holders=337 2023Q3: holders=362 2023Q4: holders=351 2024Q1: holders=350 2024Q2: holders=368 2024Q3: holders=359 2024Q4: holders=366 2025Q1: holders=355 2025Q2: holders=360 2025Q3: holders=390 2025Q4: holders=435 2026Q1: holders=465 2026Q2: holders=536 -71 -35.5 +0 +35.5 +71 71317563 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 20%
2025Q4 Top 20% +27.4%
2025Q3 Top 20% +13.2% +44.2%
2024Q2 Top 20% +8.2% +3.5%
2023Q3 Top 10% +12.3% +19.8%
2023Q1 Top 20% -5.4% -2.9%
2022Q3 Top 20% -5.2% -1.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
221
Change in large funds
+32
Total value they hold
$14.8B
Funds buying for the first time
124
Funds that sold out entirely
53
Price change that quarter
+7.4%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
9

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
39.7
EPS (TTM)
$1.43
EPS YoY
+5.9%
Revenue (TTM)
$19.8B
Revenue YoY
+11.0%
Net margin
1.9%
ROE
11.3%
Debt ratio
75.7%
FCF (TTM)
Dividend (TTM)
$0.47
Quarterly Revenue & EPS
2021-10-01: EPS 0.13 2021-12-31: EPS 0.17 2022-04-01: EPS 0.14 2022-07-01: EPS 0.16 2022-09-30: EPS 0.28 2022-12-30: EPS 0.28 2023-03-31: EPS 0.21 2023-06-30: EPS 1.29 2023-09-29: EPS 0.79 2023-12-29: EPS 0.11 2024-03-29: EPS 0.20 2024-06-28: EPS 0.22 2024-09-27: EPS 0.46 2024-12-27: EPS 0.39 2025-03-28: EPS 0.23 2025-06-27: EPS 0.27 2025-10-03: EPS 0.33 2026-01-02: EPS 0.36 2026-04-03: EPS 0.38 2026-07-03: EPS 0.36 0B 2.5B 5.1B $B 0.00 0.71 1.42 2016201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 9 27 46 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-904M65M1.0B 20162017201820192020202120222023202420252026
Latest quarter $299M (2026-04-03)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-03 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.