Aramark (ARMK) 13F Investor Activity Report (Q2 2026)

ARMK ranks #1066 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ARMK is a top-conviction position for Permian Investment Partners, LP — at 11.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ARMK belongs to BlackRock, Inc., but the position matters far more to Permian Investment Partners, LP, who has 11.2% 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.

BlackRock has added to its ARMK position for two straight quarters, increasing it by $565.7M to reach $1.4B today.

FIL Ltd has trimmed its ARMK position for two straight quarters, cutting it by $154.5M while still holding $59.4M.

ARMK is up 0.2% today, and institutions have been net buyers of $1.3B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

ARMK posted net income of $382.9M over the trailing twelve months, and currently trades at a P/E of 39.6.

• Profitable — net income of $382.9M over the trailing twelve months
• Revenue grew 4.9% year over year
• Net income improved year over year, from $361.7M to $382.9M
• Generated $921.0M in positive operating cash flow
• Current ratio of 0.99x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.23x equity — a highly leveraged balance sheet worth noting