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 2026
Institutional positions in Cheesecake Factory Inc as of Mar 31, 2026. 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
- 333
- +27 vs. Q4 2025
- Shares held
- 51.0M
- −788.7K (−1.5%) vs. Q4 2025
- Total value
- $2.79B
- +$177.3M (+6.8%) vs. Q4 2025
- New holders
- 54
- 96 more added
- Sold out
- 27
- 132 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2026
Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 1 | $54 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $55 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $110 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $165 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 4 | $219 | 0.00% | −4−50.0% | Reduced |
| Private Trust Co NA | 4 | $219 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $230 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $274 | 0.00% | −1−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $274 | 0.00% | +2+66.7% | Added |
| Main Street Group, LTD | 5 | $274 | 0.00% | +5 | New |
| Optiver Holding B.V. | 8 | $438 | 0.00% | −12−60.0% | Reduced |
| Essential Partners LLC | 8 | $438 | 0.00% | +8 | New |
| POM Investment Strategies, LLC | 10 | $548 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 10 | $548 | 0.00% | +9+900.0% | Added |
| Fortitude Family Office, LLC | 11 | $602 | 0.00% | +5+83.3% | Added |
| RMG Wealth Management LLC | 10 | $637 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $767 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 16 | $876 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $1.04K | 0.00% | −7−26.9% | Reduced |
| CVA Family Office, LLC | 19 | $1.04K | 0.00% | +19 | New |
| Zions Bancorporation, National Association | 21 | $1.15K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 28 | $1.53K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 31 | $1.70K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 39 | $2.13K | 0.00% | −387−90.8% | Reduced |
| Elequin Capital LP | 49 | $2.68K | 0.00% | −70−58.8% | Reduced |
| LRI Investments, LLC | 50 | $2.74K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 57 | $3.12K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 57 | $3.13K | 0.00% | −35−38.0% | Reduced |
| Bell Investment Advisors, Inc | 59 | $3.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 60 | $3.29K | 0.00% | +60 | New |
| Keating Financial Advisory Services, Inc. | 65 | $3.56K | 0.00% | +40+160.0% | Added |
| J.Safra Asset Management Corp | 68 | $3.72K | 0.00% | +32+88.9% | Added |
| MPWM Advisory Solutions, LLC | 69 | $3.78K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 75 | $4.11K | 0.00% | +75 | New |
| Bare Financial Services, Inc | 94 | $5.15K | 0.00% | +48+104.3% | Added |
| Danske Bank A/S | 100 | $5.47K | 0.00% | −200−66.7% | Reduced |
| Larson Financial Group LLC | 100 | $5.47K | 0.00% | −4−3.8% | Reduced |
| Entrust Financial LLC | 104 | $5.69K | 0.00% | −18−14.8% | Reduced |
| Rothschild Investment LLC | 105 | $5.75K | 0.00% | +29+38.2% | Added |
| Rachor Investment Advisory Services, LLC | 108 | $5.91K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 118 | $6.44K | 0.00% | +43+57.3% | Added |
| Covestor Ltd | 136 | $7.00K | 0.00% | −36−20.9% | Reduced |
| Massmutual Trust Co FSB | 138 | $7.56K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 145 | $7.94K | 0.00% | +145 | New |
| Bank & Trust Co | 156 | $8.54K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 174 | $9.93K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 189 | $10.3K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 194 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 201 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 207 | $11.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 216 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 224 | $12.4K | 0.00% | +1+0.4% | Added |
| Pacific Center for Financial Services | 239 | $13.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 250 | $13.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 240 | $13.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 253 | $13.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 257 | $14.1K | 0.00% | −6−2.3% | Reduced |
| Archer Investment Corp | 259 | $14.2K | 0.00% | +259 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 265 | $14.5K | 0.01% | +265 | New |
| EverSource Wealth Advisors, LLC | 272 | $14.9K | 0.00% | +4+1.5% | Added |
| Kemnay Advisory Services Inc. | 293 | $16.0K | 0.00% | +293 | New |
| Sterling Capital Management LLC | 300 | $16.4K | 0.00% | +3+1.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 339 | $18.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 351 | $19.2K | 0.00% | −2,422−87.3% | Reduced |
| Parallel Advisors, LLC | 398 | $21.8K | 0.00% | +23+6.1% | Added |
| Community Bank, N.A. | 400 | $21.9K | 0.00% | +400 | New |
| Ares Financial Consulting, LLC | 406 | $22.5K | 0.02% | +406 | New |
| Harbor Investment Advisory, LLC | 418 | $22.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 424 | $23.2K | 0.00% | +17+4.2% | Added |
| Contravisory Investment Management, Inc. | 425 | $23.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 460 | $25.2K | 0.00% | +460 | New |
| UMA Financial Services, Inc. | 477 | $26.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 500 | $27.4K | 0.00% | −5−1.0% | Reduced |
| Parkside Financial Bank & Trust | 543 | $29.7K | 0.00% | −4−0.7% | Reduced |
| Golden State Wealth Management, LLC | 611 | $33.5K | 0.00% | +2+0.3% | Added |
| Root Financial Partners, LLC | 646 | $35.4K | 0.00% | −234−26.6% | Reduced |
| Farther Finance Advisors, LLC | 643 | $35.6K | 0.00% | +17+2.7% | Added |
| Newbridge Financial Services Group, Inc. | 682 | $37.3K | 0.01% | +366+115.8% | Added |
| Bayforest Capital Ltd | 770 | $42.2K | 0.05% | +770 | New |
| Salomon & Ludwin, LLC | 766 | $42.3K | 0.00% | +162+26.8% | Added |
| Signaturefd, LLC | 798 | $43.7K | 0.00% | +278+53.5% | Added |
| Brown Brothers Harriman & Co | 825 | $45.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 828 | $45.4K | 0.00% | −1,700−67.2% | Reduced |
| SRS Capital Advisors, Inc. | 841 | $46.0K | 0.00% | −153−15.4% | Reduced |
| SBI Securities Co., Ltd. | 906 | $49.6K | 0.00% | −103−10.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 908 | $49.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 992 | $54.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,085 | $59.4K | 0.00% | +166+18.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,116 | $61.1K | 0.01% | +45+4.2% | Added |
| Wellington Grp LLC | 1,176 | $64.4K | 0.02% | −81−6.4% | Reduced |
| DekaBank Deutsche Girozentrale | 1,192 | $65.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,196 | $65.5K | 0.00% | +1,196 | New |
| Nisa Investment Advisors, LLC | 1,226 | $67.1K | 0.00% | +131+12.0% | Added |