Guru Ownership Over Time
Guru Analysis for Aramark (ARMK)
Aramark (ARMK), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $511.26 M.
Top institutional holders include Cliff Asness and John Armitage.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $165.48 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 281.1%. Conversely, Renaissance Technologies reduced exposure by 66.7%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.08% | Add 281.1% | 3,367,964 | $129.3 M | Q3 2025 | |
| 1.30% | Add 13.2% | 3,204,201 | $123.04 M | Q3 2025 | |
| 0.31% | Add 8.5% | 2,888,688 | $110.93 M | Q3 2025 | |
| 1.24% | Add 46.5% | 2,270,287 | $87.18 M | Q3 2025 | |
| 0.02% | Add 73.6% | 1,468,699 | $56.4 M | Q3 2025 | |
| 0.03% | Add 151.9% | 171,274 | $6.58 M | Q3 2025 | |
| 0.01% | Reduce -66.7% | 165,700 | $6.36 M | Q3 2025 | |
| 0.05% | New Buy | 102,387 | $3.93 M | Q3 2025 | |
| 0.00% | Reduce -23.5% | 12,485 | $479,424 | Q3 2025 | |
| 0.00% | New Buy | 10,936 | $419,942 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Aramark (ARMK)
Top Guru holders include Cliff Asness ($129.3 M), John Armitage ($123.04 M), Jeremy Grantham ($110.93 M). Collectively, tracked Gurus hold 13.66 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $165.48 M, with 8 Gurus buying and 2 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 0 Gurus sold out of ARMK completely. Total sell value was $12.88 M.
Yes, 2 Gurus opened new positions in ARMK, and 6 added to their existing holdings. Total buy value was $178.36 M.