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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, Q2 2025

Institutional positions in Cheesecake Factory Inc as of Jun 30, 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
318
+5 vs. Q1 2025
Shares held
55.7M
+965.4K (+1.8%) vs. Q1 2025
Total value
$3.49B
+$825.1M (+31.0%) vs. Q1 2025
New holders
46
97 more added
Sold out
41
132 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 318 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 heldQ2 2025: $3.49B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q1 2025.

Institutions holding CAKE in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management14$00.00%+1+7.7%Added
Covestor Ltd3$00.00%00.0%Unchanged
Stephens Consulting, LLC1$630.00%−19−95.0%Reduced
TD Private Client Wealth LLC1$630.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.1$630.00%+1New
HFM Investment Advisors, LLC2$1250.00%+1+100.0%Added
Bay Harbor Wealth Management, LLC2$1250.00%+2New
SJS Investment Consulting Inc.2$1260.00%−2−50.0%Reduced
Fortitude Family Office, LLC3$1880.00%+3New
Essential Partners LLC3$1880.00%+3New
Wolff Wiese Magana LLC4$2600.00%00.0%Unchanged
JFS Wealth Advisors, LLC9$5640.00%00.0%Unchanged
Larson Financial Group LLC9$5640.00%00.0%Unchanged
POM Investment Strategies, LLC10$6270.00%00.0%Unchanged
RMG Wealth Management LLC10$6540.00%+10New
Rialto Wealth Management, LLC11$6900.00%+10+1,000.0%Added
Annis Gardner Whiting Capital Advisors, LLC20$1.25K0.00%+20New
WPG Advisers, LLC25$1.57K0.00%−11−30.6%Reduced
Farmers & Merchants Investments Inc30$1.88K0.00%00.0%Unchanged
Picton Mahoney Asset Management31$2.00K0.00%−21,932−99.9%Reduced
Quarry LP32$2.00K0.00%+32New
LRI Investments, LLC50$3.13K0.00%00.0%Unchanged
First Horizon Advisors, Inc.57$3.57K0.00%00.0%Unchanged
Bell Investment Advisors, Inc59$3.70K0.00%00.0%Unchanged
Assetmark, Inc59$3.70K0.00%+59New
High Note Wealth, LLC64$4.01K0.00%+64New
MPWM Advisory Solutions, LLC69$4.32K0.00%00.0%Unchanged
TD Capital Management LLC74$4.65K0.00%00.0%Unchanged
Bare Financial Services, Inc82$5.14K0.00%+58+241.7%Added
Geneos Wealth Management Inc.86$5.39K0.00%00.0%Unchanged
Anchor Investment Management, LLC94$5.89K0.00%+26+38.2%Added
Global Retirement Partners, LLC94$5.89K0.00%+94New
Vermillion & White Wealth Management Group, LLC100$6.27K0.00%00.0%Unchanged
Rothschild Investment LLC100$6.27K0.00%+15+17.6%Added
Hantz Financial Services, Inc.109$7.00K0.00%+103+1,716.7%Added
Sterling Capital Management LLC112$7.02K0.00%+61+119.6%Added
CoreCap Advisors, LLC120$7.52K0.00%00.0%Unchanged
Optiver Holding B.V.123$7.71K0.00%−45−26.8%Reduced
Twin Peaks Wealth Advisors, LLC127$7.92K0.00%+127New
Bank & Trust Co156$9.78K0.01%00.0%Unchanged
Massmutual Trust Co FSB160$10.0K0.00%+150+1,500.0%Added
Whittier Trust Co of Nevada Inc174$10.9K0.00%00.0%Unchanged
Rise Advisors, LLC179$11.2K0.00%+1+0.6%Added
Bogart Wealth, LLC201$12.6K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC201$12.6K0.00%+75+59.5%Added
Skopos Labs, Inc.209$13.1K0.00%+64+44.1%Added
Pacific Center for Financial Services239$15.0K0.00%00.0%Unchanged
Whittier Trust Co240$15.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC266$16.7K0.00%−224−45.7%Reduced
Umb Bank N A288$18.0K0.00%−37−11.4%Reduced
Danske Bank A/S329$20.6K0.00%−7,829−96.0%Reduced
Fifth Third Bancorp329$20.6K0.00%−43−11.6%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.339$21.2K0.00%00.0%Unchanged
TSFG, LLC350$22.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC389$24.4K0.00%+61+18.6%Added
Parallel Advisors, LLC398$24.9K0.00%+25+6.7%Added
Tortoise Investment Management, LLC400$25.1K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC418$26.2K0.00%00.0%Unchanged
Allworth Financial LP430$26.9K0.00%−32−6.9%Reduced
Bessemer Group Inc436$28.0K0.00%−18−4.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.443$28.0K0.00%+443New
Ameritas Advisory Services, LLC450$28.2K0.00%+450New
UMA Financial Services, Inc.477$29.9K0.00%00.0%Unchanged
MAI Capital Management559$35.0K0.00%+515+1,170.5%Added
Signaturefd, LLC596$37.3K0.00%−16−2.6%Reduced
Principal Securities, Inc.599$37.5K0.00%+533+807.6%Added
Golden State Wealth Management, LLC606$38.0K0.00%+76+14.3%Added
Versant Capital Management, Inc629$39.4K0.01%+13+2.1%Added
Parkside Financial Bank & Trust632$39.6K0.00%+178+39.2%Added
Brown Brothers Harriman & Co642$40.2K0.00%+507+375.6%Added
SRS Capital Advisors, Inc.770$48.2K0.00%+504+189.5%Added
STRS Ohio800$50.1K0.00%+800New
KBC Group NV893$56.0K0.00%−1,428−61.5%Reduced
CWM, LLC993$62.0K0.00%+15+1.5%Added
Centerpoint Advisors, LLC1,012$63.0K0.02%00.0%Unchanged
Nisa Investment Advisors, LLC1,010$63.3K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec1,038$65.0K0.00%−295−22.1%Reduced
DekaBank Deutsche Girozentrale1,192$74.0K0.00%00.0%Unchanged
SBI Securities Co., Ltd.1,267$79.4K0.00%+23+1.8%Added
Northwestern Mutual Wealth Management Co1,333$83.5K0.00%+323+32.0%Added
Bayforest Capital Ltd1,347$84.4K0.04%−132−8.9%Reduced
GAMMA Investing LLC1,389$87.0K0.01%−225−13.9%Reduced
US Bancorp1,426$89.4K0.00%−1,225−46.2%Reduced
Huntington National Bank1,995$125.0K0.00%−6−0.3%Reduced
Penserra Capital Management LLC2,196$137.0K0.00%+2,196New
SG Americas Securities, LLC2,751$172.0K0.00%+2,751New
Smartleaf Asset Management LLC2,875$179.0K0.02%−393−12.0%Reduced
NBC Securities, Inc.3,123$195.0K0.02%+2,811+901.0%Added
Jump Financial, LLC3,193$200.1K0.00%+3,193New
IHT Wealth Management, LLC3,221$201.8K0.01%+3,221New
Two Sigma Securities, LLC3,321$208.1K0.03%−2,318−41.1%Reduced
AdvisorShares Investments LLC3,335$209.0K0.04%00.0%Unchanged
Oppenheimer & Co Inc3,340$209.3K0.00%+3,340New
Axq Capital, LP3,408$213.5K0.07%+3,408New
Wealthfront Advisers LLC3,428$214.8K0.00%+3,428New
Mariner, LLC3,498$219.2K0.00%−1,787−33.8%Reduced
Xponance, Inc.3,572$223.8K0.00%+3,572New
Y-Intercept (Hong Kong) Ltd3,666$229.7K0.01%+3,666New
Wedbush Securities Inc3,673$230.0K0.01%−2,599−41.4%Reduced
Inspire Advisors, LLC3,700$231.8K0.02%+3,700New