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, Q1 2025
Institutional positions in Cheesecake Factory Inc as of Mar 31, 2025. 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
- 316
- +21 vs. Q4 2024
- Shares held
- 54.7M
- +4.15M (+8.2%) vs. Q4 2024
- Total value
- $2.66B
- +$264.0M (+11.0%) vs. Q4 2024
- New holders
- 66
- 100 more added
- Sold out
- 45
- 107 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 343 | $4.05B |
| Q1 2026 | 333 | $2.79B |
| Q4 2025 | 310 | $2.88B |
| Q3 2025 | 326 | $3.10B |
| Q2 2025 | 318 | $3.49B |
| Q1 2025 | 316 | $2.66B |
| Q4 2024 | 298 | $2.41B |
| Q3 2024 | 274 | $1.89B |
| Q2 2024 | 260 | $1.85B |
| Q1 2024 | 259 | $1.58B |
| Q4 2023 | 258 | $1.56B |
| Q3 2023 | 225 | $1.32B |
| Q2 2023 | 240 | $1.58B |
| Q1 2023 | 236 | $1.69B |
| Q4 2022 | 239 | $1.57B |
| Q3 2022 | 222 | $1.35B |
| Q2 2022 | 226 | $1.17B |
| Q1 2022 | 249 | $1.68B |
| Q4 2021 | 253 | $1.65B |
| Q3 2021 | 253 | $1.89B |
| Q2 2021 | 267 | $2.22B |
| Q1 2021 | 247 | $2.22B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 13 | $0 | 0.00% | +8+160.0% | Added |
| Covestor Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 1 | $49 | 0.00% | −78−98.7% | Reduced |
| TD Private Client Wealth LLC | 1 | $49 | 0.00% | −2−66.7% | Reduced |
| HFM Investment Advisors, LLC | 1 | $49 | 0.00% | +1 | New |
| IFP Advisors, Inc | 3 | $146 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $195 | 0.00% | +3+300.0% | Added |
| Wolff Wiese Magana LLC | 4 | $202 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $438 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $438 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $487 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $487 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $632 | 0.00% | +13 | New |
| IAG Wealth Partners, LLC | 16 | $779 | 0.00% | −159−90.9% | Reduced |
| Stephens Consulting, LLC | 20 | $974 | 0.00% | +20 | New |
| Bare Financial Services, Inc | 24 | $1.17K | 0.00% | +24 | New |
| Aspect Partners, LLC | 27 | $1.31K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 30 | $1.46K | 0.00% | −5−14.3% | Reduced |
| WPG Advisers, LLC | 36 | $1.75K | 0.00% | +23+176.9% | Added |
| MAI Capital Management | 44 | $2.14K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 51 | $2.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 57 | $2.77K | 0.00% | −34−37.4% | Reduced |
| Bell Investment Advisors, Inc | 59 | $2.87K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 66 | $3.13K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 65 | $3.16K | 0.00% | +65 | New |
| Anchor Investment Management, LLC | 68 | $3.31K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 69 | $3.36K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 73 | $3.55K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 74 | $3.59K | 0.00% | +1+1.4% | Added |
| Rothschild Investment LLC | 85 | $4.14K | 0.00% | +20+30.8% | Added |
| Geneos Wealth Management Inc. | 86 | $4.18K | 0.00% | +86 | New |
| Vermillion & White Wealth Management Group, LLC | 100 | $4.87K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 120 | $5.84K | 0.00% | +100+500.0% | Added |
| Steward Partners Investment Advisory, LLC | 126 | $6.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $6.57K | 0.00% | −135−50.0% | Reduced |
| Skopos Labs, Inc. | 145 | $7.06K | 0.00% | +145 | New |
| Bank & Trust Co | 156 | $7.59K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 168 | $8.18K | 0.00% | +168 | New |
| Whittier Trust Co of Nevada Inc | 174 | $8.46K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 178 | $8.66K | 0.00% | −259−59.3% | Reduced |
| Bogart Wealth, LLC | 201 | $9.78K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 239 | $11.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $11.7K | 0.00% | −190−44.2% | Reduced |
| CIBC Private Wealth Group, LLC | 277 | $12.3K | 0.00% | +119+75.3% | Added |
| Lindbrook Capital, LLC | 260 | $12.7K | 0.00% | +9+3.6% | Added |
| SRS Capital Advisors, Inc. | 266 | $12.9K | 0.00% | +195+274.6% | Added |
| Coldstream Capital Management Inc | 291 | $14.2K | 0.00% | +291 | New |
| Studio Investment Management LLC | 296 | $14.4K | 0.00% | −245−45.3% | Reduced |
| NBC Securities, Inc. | 312 | $15.0K | 0.00% | +312 | New |
| Umb Bank N A | 325 | $15.8K | 0.00% | +178+121.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 339 | $16.5K | 0.00% | +339 | New |
| Farther Finance Advisors, LLC | 328 | $16.7K | 0.00% | +306+1,390.9% | Added |
| TSFG, LLC | 350 | $17.0K | 0.00% | +150+75.0% | Added |
| Fifth Third Bancorp | 372 | $18.1K | 0.00% | +94+33.8% | Added |
| Parallel Advisors, LLC | 373 | $18.2K | 0.00% | +2+0.5% | Added |
| Tortoise Investment Management, LLC | 400 | $19.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 418 | $20.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 454 | $22.0K | 0.00% | −125−21.6% | Reduced |
| Parkside Financial Bank & Trust | 454 | $22.1K | 0.00% | +82+22.0% | Added |
| UMA Financial Services, Inc. | 477 | $23.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 462 | $23.3K | 0.00% | +10+2.2% | Added |
| EverSource Wealth Advisors, LLC | 490 | $23.9K | 0.00% | +41+9.1% | Added |
| Golden State Wealth Management, LLC | 530 | $25.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 612 | $29.8K | 0.00% | −45−6.8% | Reduced |
| Versant Capital Management, Inc | 616 | $30.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 978 | $48.0K | 0.00% | +40+4.3% | Added |
| USA Financial Portformulas Corp | 1,005 | $48.9K | 0.01% | +1,005 | New |
| Centerpoint Advisors, LLC | 1,012 | $49.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,010 | $49.1K | 0.00% | +121+13.6% | Added |
| Nisa Investment Advisors, LLC | 1,010 | $49.1K | 0.00% | +43+4.4% | Added |
| Tower Research Capital LLC (TRC) | 1,157 | $56.3K | 0.00% | −4,884−80.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,192 | $58.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,244 | $60.5K | 0.00% | +346+38.5% | Added |
| Walleye Capital LLC | 1,297 | $63.1K | 0.00% | −2,718−67.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,333 | $64.9K | 0.00% | +333+33.3% | Added |
| Bayforest Capital Ltd | 1,479 | $72.0K | 0.03% | +1,479 | New |
| GAMMA Investing LLC | 1,614 | $78.5K | 0.01% | +159+10.9% | Added |
| Huntington National Bank | 2,001 | $97.4K | 0.00% | −46−2.2% | Reduced |
| KBC Group NV | 2,321 | $113.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,499 | $121.6K | 0.00% | +232+10.2% | Added |
| US Bancorp | 2,651 | $129.0K | 0.00% | +1,246+88.7% | Added |
| Smartleaf Asset Management LLC | 3,268 | $162.4K | 0.02% | +640+24.4% | Added |
| AdvisorShares Investments LLC | 3,335 | $169.6K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,564 | $176.8K | 0.00% | +11+0.3% | Added |
| Evergreen Capital Management LLC | 4,175 | $203.2K | 0.01% | +4,175 | New |
| O'Shaughnessy Asset Management, LLC | 4,260 | $207.3K | 0.00% | +4,260 | New |
| Moran Wealth Management, LLC | 4,279 | $208.2K | 0.01% | −108−2.5% | Reduced |
| Jefferies Financial Group Inc. | 4,340 | $211.2K | 0.00% | +4,340 | New |
| Neuberger Berman Group LLC | 4,434 | $215.8K | 0.00% | +4,434 | New |
| Franklin Resources Inc | 4,626 | $225.1K | 0.00% | +4,626 | New |
| Contravisory Investment Management, Inc. | 4,950 | $240.9K | 0.05% | +4,525+1,064.7% | Added |
| Ameritas Investment Partners, Inc. | 5,051 | $245.8K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,568 | $246.8K | 0.05% | +4,568 | New |
| Blair William & Co | 5,173 | $251.7K | 0.00% | −599−10.4% | Reduced |
| Wealth Alliance | 5,191 | $252.6K | 0.03% | −136−2.6% | Reduced |
| Mariner, LLC | 5,285 | $257.2K | 0.00% | +796+17.7% | Added |
| RSM US Wealth Management LLC | 5,338 | $259.7K | 0.00% | +803+17.7% | Added |