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Cheesecake Factory Inc

CAKE
Exchange
Nasdaq
Industry
Retail-Eating Places
SEC CIK
0000887596

In the last 90 days, Cheesecake Factory Inc insiders filed 1 open-market purchase and 9 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $4.05B in total; no superinvestor holds it.

13F holders, Q3 2022

Institutional positions in Cheesecake Factory Inc as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
222
−2 vs. Q2 2022
Shares held
46.0M
+1.64M (+3.7%) vs. Q2 2022
Total value
$1.35B
+$175.8M (+15.0%) vs. Q2 2022
New holders
32
73 more added
Sold out
34
77 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CAKE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2022: 222 institutions
Q1 2021: 247 institutionsQ2 2021: 267 institutionsQ3 2021: 253 institutionsQ4 2021: 253 institutionsQ1 2022: 249 institutionsQ2 2022: 226 institutionsQ3 2022: 222 institutionsQ4 2022: 239 institutionsQ1 2023: 236 institutionsQ2 2023: 240 institutionsQ3 2023: 225 institutionsQ4 2023: 258 institutionsQ1 2024: 259 institutionsQ2 2024: 260 institutionsQ3 2024: 274 institutionsQ4 2024: 298 institutionsQ1 2025: 316 institutionsQ2 2025: 318 institutionsQ3 2025: 326 institutionsQ4 2025: 310 institutionsQ1 2026: 333 institutionsQ2 2026: 343 institutions
Value heldQ3 2022: $1.35B
Q1 2021: $2.22BQ2 2021: $2.22BQ3 2021: $1.89BQ4 2021: $1.65BQ1 2022: $1.68BQ2 2022: $1.17BQ3 2022: $1.35BQ4 2022: $1.57BQ1 2023: $1.69BQ2 2023: $1.58BQ3 2023: $1.32BQ4 2023: $1.56BQ1 2024: $1.58BQ2 2024: $1.85BQ3 2024: $1.89BQ4 2024: $2.41BQ1 2025: $2.66BQ2 2025: $3.49BQ3 2025: $3.10BQ4 2025: $2.88BQ1 2026: $2.79BQ2 2026: $4.05B
Institutions holding CAKE and their total value by quarter
QuarterHoldersValue
Q2 2026343$4.05B
Q1 2026333$2.79B
Q4 2025310$2.88B
Q3 2025326$3.10B
Q2 2025318$3.49B
Q1 2025316$2.66B
Q4 2024298$2.41B
Q3 2024274$1.89B
Q2 2024260$1.85B
Q1 2024259$1.58B
Q4 2023258$1.56B
Q3 2023225$1.32B
Q2 2023240$1.58B
Q1 2023236$1.69B
Q4 2022239$1.57B
Q3 2022222$1.35B
Q2 2022226$1.17B
Q1 2022249$1.68B
Q4 2021253$1.65B
Q3 2021253$1.89B
Q2 2021267$2.22B
Q1 2021247$2.22B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q2 2022.

Institutions holding CAKE in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.8,437,736$247.1M0.01%+197,135+2.4%Added
Vanguard Group Inc5,405,544$158.3M0.00%−92,874−1.7%Reduced
Kayne Anderson Rudnick Investment Management LLC4,015,412$117.6M0.39%−48,748−1.2%Reduced
Bamco Inc3,013,783$88.2M0.29%+562,138+22.9%Added
Frontier Capital Management Co LLC2,372,933$69.5M0.81%+180,098+8.2%Added
Westfield Capital Management Co LP1,911,869$56.0M0.44%+1,911,869New
State Street Corp1,751,453$51.3M0.00%+12,578+0.7%Added
Fred Alger Management, LLC1,520,999$44.5M0.23%−671,057−30.6%Reduced
Invesco Ltd.1,151,880$33.7M0.01%+157,656+15.9%Added
Dimensional Fund Advisors LP1,114,911$32.6M0.01%+47,520+4.5%Added
William Blair Investment Management, LLC895,855$26.2M0.10%+187,217+26.4%Added
Geode Capital Management, LLC886,022$25.9M0.00%+19,411+2.2%Added
Rockefeller Capital Management L.P.656,642$19.2M0.10%+655,401+52,812.3%Added
Charles Schwab Investment Management Inc597,832$17.5M0.01%−3,845−0.6%Reduced
Natixis Advisors, L.P.557,211$16.3M0.07%+47,758+9.4%Added
Morgan Stanley524,911$15.4M0.00%−75,966−12.6%Reduced
Palisade Capital Management LLC523,513$15.3M0.43%+1,642+0.3%Added
Bank of New York Mellon Corp507,949$14.9M0.00%+11,313+2.3%Added
Northern Trust Corp499,152$14.6M0.00%−9,640−1.9%Reduced
Ameriprise Financial Inc488,536$14.3M0.01%−2,364−0.5%Reduced
Norges Bank439,205$12.9M0.00%+16,903+4.0%Added
Wells Fargo & Company404,704$11.8M0.00%−19,722−4.6%Reduced
UBS Group AG378,606$11.1M0.01%+50,818+15.5%Added
American Century Companies Inc345,982$10.1M0.01%+69,148+25.0%Added
Comerica Bank302,522$9.77M0.08%+266,620+742.6%Added
Principal Financial Group Inc315,370$9.23M0.01%−31,544−9.1%Reduced
Solas Capital Management, LLC281,000$8.23M5.02%+281,000New
Sapience Investments, LLC239,070$7.00M1.47%−5,830−2.4%Reduced
Chartwell Investment Partners, LLC218,336$6.39M0.27%−3,650−1.6%Reduced
Gagnon Securities LLC211,958$6.21M1.36%+1,307+0.6%Added
Bank of America Corp193,483$5.67M0.00%+68,245+54.5%Added
Envestnet Asset Management Inc191,788$5.62M0.00%−5,650−2.9%Reduced
Nuveen Asset Management, LLC187,132$5.48M0.00%−70,183−27.3%Reduced
Scout Investments, Inc.179,303$5.25M0.11%−5,082−2.8%Reduced
New York State Common Retirement Fund170,859$5.00M0.01%+6,943+4.2%Added
Thrivent Financial for Lutherans152,739$4.47M0.01%−1,255−0.8%Reduced
Allspring Global Investments Holdings, LLC147,517$4.32M0.01%−16,393−10.0%Reduced
Goldman Sachs Group Inc147,090$4.31M0.00%+67,327+84.4%Added
Legal & General Group Plc145,450$4.26M0.00%+1,758+1.2%Added
Rhumbline Advisers143,524$4.20M0.01%+4,728+3.4%Added
Gamco Investors, Inc. Et Al139,865$4.09M0.05%−500−0.4%Reduced
Stifel Financial Corp129,129$3.78M0.01%−4,081−3.1%Reduced
Walleye Trading LLC122,449$3.58M0.12%+18,863+18.2%Added
First Eagle Investment Management, LLC119,319$3.49M0.01%+27,669+30.2%Added
Swiss National Bank112,700$3.30M0.00%+800+0.7%Added
Russell Investments Group, Ltd.112,218$3.28M0.01%+62,032+123.6%Added
Citadel Advisors LLC107,906$3.16M0.00%−273,089−71.7%Reduced
Credit Suisse AG103,668$3.04M0.00%+17,005+19.6%Added
JPMorgan Chase & Co102,599$3.00M0.00%−13,003−11.2%Reduced
Tabor Asset Management, LP102,358$3.00M2.11%+102,358New
Susquehanna International Group, LLP101,790$2.98M0.01%+101,790New
Blair William & Co101,176$2.96M0.01%+4,007+4.1%Added
Royal Bank of Canada89,347$2.62M0.00%+49,340+123.3%Added
Public Sector Pension Investment Board89,033$2.61M0.02%−1,842−2.0%Reduced
Citigroup Inc87,716$2.57M0.00%−21,148−19.4%Reduced
D. E. Shaw & Co., Inc.86,806$2.54M0.00%−110,518−56.0%Reduced
New York State Teachers Retirement System76,903$2.25M0.01%00.0%Unchanged
Brookfield Asset Management Inc.74,144$2.17M0.01%+74,144New
State of New Jersey Common Pension Fund D73,084$2.14M0.01%+73,084New
Prudential Financial Inc69,161$2.03M0.00%+10,552+18.0%Added
Alliancebernstein L.P.66,582$1.95M0.00%−120.0%Reduced
Barclays PLC63,215$1.85M0.00%−8,970−12.4%Reduced
California State Teachers Retirement System60,322$1.77M0.00%−1,637−2.6%Reduced
Truist Financial Corp57,316$1.68M0.00%−303−0.5%Reduced
Great West Life Assurance Co57,083$1.67M0.00%+6,926+13.8%Added
UBS Asset Management Americas Inc51,101$1.50M0.00%−12,200−19.3%Reduced
First Trust Advisors LP50,242$1.47M0.00%+35,656+244.5%Added
Great Lakes Advisors, LLC48,669$1.43M0.03%−438−0.9%Reduced
AXA S.A.45,900$1.34M0.01%+45,900New
SEI Investments Co44,870$1.31M0.00%−36,564−44.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys44,255$1.30M0.01%−496−1.1%Reduced
Long Road Investment Counsel, LLC44,050$1.29M0.71%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC41,651$1.22M0.10%+18,085+76.7%Added
Quadrature Capital Ltd40,405$1.18M0.04%+40,405New
First Republic Investment Management, Inc.39,629$1.16M0.00%−2,788−6.6%Reduced
River & Mercantile Asset Management LLP38,830$1.14M0.22%+8,130+26.5%Added
Voya Investment Management LLC36,998$1.08M0.00%00.0%Unchanged
Trustcore Financial Services, LLC35,802$1.05M0.10%+10.0%Added
Connor, Clark & Lunn Investment Management Ltd.35,481$1.04M0.01%+35,481New
Intercontinental Wealth Advisors, LLC35,292$1.03M0.32%+90+0.3%Added
Two Sigma Investments, LP34,888$1.02M0.00%+34,888New
Texas Permanent School Fund34,858$1.02M0.02%−548−1.5%Reduced
Davenport & Co LLC34,458$1.01M0.01%+468+1.4%Added
Renaissance Technologies LLC34,045$997.0K0.00%−202,300−85.6%Reduced
State of Alaska, Department of Revenue33,651$985.0K0.01%−3,485−9.4%Reduced
Yousif Capital Management, LLC33,546$982.0K0.01%−755−2.2%Reduced
Jane Street Group, LLC33,325$976.0K0.00%−4,328−11.5%Reduced
The PNC Financial Services Group, Inc.33,228$973.0K0.00%−5,041−13.2%Reduced
Schonfeld Strategic Advisors LLC32,897$964.0K0.01%+32,897New
Price T Rowe Associates Inc31,626$927.0K0.00%+2,719+9.4%Added
Factorial Partners, LLC30,500$893.0K0.78%+500+1.7%Added
Verition Fund Management LLC30,159$883.0K0.01%−5,098−14.5%Reduced
Group One Trading, L.P.29,862$874.0K0.03%+2,055+7.4%Added
HighTower Advisors, LLC29,980$872.0K0.00%−889−2.9%Reduced
American International Group, Inc.26,923$788.0K0.01%+100.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital26,579$778.0K0.02%−12,730−32.4%Reduced
Ensign Peak Advisors, Inc26,477$775.0K0.00%00.0%Unchanged
MetLife Investment Management25,632$750.5K0.01%+309+1.2%Added
Amalgamated Bank23,718$694.0K0.01%−13−0.1%Reduced
Capital Impact Advisors, LLC18,378$689.0K0.69%+1,378+8.1%Added