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 2026
Institutional positions in Cheesecake Factory Inc as of Jun 30, 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
- 343
- +13 vs. Q1 2026
- Shares held
- 50.9M
- −70.2K (−0.1%) vs. Q1 2026
- Total value
- $4.05B
- +$1.26B (+45.0%) vs. Q1 2026
- New holders
- 55
- 107 more added
- Sold out
- 42
- 117 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Cheesecake Factory Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| TD Private Client Wealth LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $80 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $159 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $239 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $239 | 0.00% | +3 | New |
| Private Trust Co NA | 4 | $318 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $335 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5 | $398 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $477 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $478 | 0.00% | +4+200.0% | Added |
| Creative Capital Management Investments LLC | 7 | $557 | 0.00% | +7 | New |
| Quarry LP | 8 | $636 | 0.00% | −31−79.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $637 | 0.00% | +3+60.0% | Added |
| Essential Partners LLC | 9 | $716 | 0.00% | +1+12.5% | Added |
| POM Investment Strategies, LLC | 10 | $795 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 10 | $795 | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 10 | $796 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $807 | 0.00% | +9+900.0% | Added |
| Fortitude Family Office, LLC | 14 | $1.11K | 0.00% | +3+27.3% | Added |
| RMG Wealth Management LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $1.51K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 21 | $1.67K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $1.67K | 0.00% | +2+10.5% | Added |
| JFS Wealth Advisors, LLC | 22 | $1.75K | 0.00% | +8+57.1% | Added |
| CX Institutional | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $2.15K | 0.00% | +23+575.0% | Added |
| Farmers & Merchants Investments Inc | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 30 | $2.39K | 0.00% | −30−50.0% | Reduced |
| Action Point Financial Planning, LLC | 33 | $2.47K | 0.00% | +33 | New |
| Valued Wealth Advisors LLC | 49 | $3.90K | 0.00% | +49 | New |
| LRI Investments, LLC | 51 | $4.06K | 0.00% | +1+2.0% | Added |
| First Horizon Corp | 57 | $4.53K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 57 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $4.69K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 67 | $5.33K | 0.00% | +2+3.1% | Added |
| J.Safra Asset Management Corp | 68 | $5.41K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 69 | $5.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 95 | $7.56K | 0.00% | −10−9.5% | Reduced |
| Danske Bank A/S | 100 | $7.95K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $7.95K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 102 | $8.11K | 0.00% | +102 | New |
| Entrust Financial LLC | 104 | $8.27K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 118 | $9.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 145 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 156 | $12.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 160 | $12.7K | 0.00% | +22+15.9% | Added |
| Covestor Ltd | 156 | $13.0K | 0.01% | +20+14.7% | Added |
| Sterling Capital Management LLC | 166 | $13.2K | 0.00% | −134−44.7% | Reduced |
| Bare Financial Services, Inc | 179 | $14.2K | 0.00% | +85+90.4% | Added |
| Oakworth Capital, Inc. | 189 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 190 | $15.1K | 0.01% | −580−75.3% | Reduced |
| Los Angeles Capital Management LLC | 194 | $15.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 201 | $16.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 216 | $17.2K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 227 | $18.1K | 0.00% | −66−22.5% | Reduced |
| Pacific Center for Financial Services | 239 | $19.0K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 250 | $19.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 253 | $20.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 259 | $20.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 267 | $21.2K | 0.00% | +10+3.9% | Added |
| EverSource Wealth Advisors, LLC | 299 | $23.8K | 0.00% | +27+9.9% | Added |
| Whittier Trust Co | 327 | $25.1K | 0.00% | +87+36.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 339 | $27.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 350 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 376 | $29.9K | 0.00% | −22−5.5% | Reduced |
| Community Bank, N.A. | 400 | $31.8K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 406 | $32.3K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 410 | $32.6K | 0.00% | +402+5,025.0% | Added |
| Harbor Investment Advisory, LLC | 418 | $33.2K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 425 | $33.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 456 | $36.2K | 0.00% | +32+7.5% | Added |
| UMA Financial Services, Inc. | 477 | $37.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $39.8K | 0.00% | −182−26.7% | Reduced |
| Parkside Financial Bank & Trust | 504 | $40.1K | 0.00% | −39−7.2% | Reduced |
| Farther Finance Advisors, LLC | 602 | $47.9K | 0.00% | −41−6.4% | Reduced |
| Golden State Wealth Management, LLC | 614 | $48.9K | 0.00% | +3+0.5% | Added |
| Global Retirement Partners, LLC | 714 | $56.8K | 0.00% | +714 | New |
| Salomon & Ludwin, LLC | 766 | $61.0K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,192 | $64.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 825 | $65.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 892 | $70.9K | 0.00% | −16−1.8% | Reduced |
| SBI Securities Co., Ltd. | 894 | $71.1K | 0.00% | −12−1.3% | Reduced |
| Versant Capital Management, Inc | 980 | $77.9K | 0.01% | −12−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,143 | $90.9K | 0.01% | +27+2.4% | Added |
| Signaturefd, LLC | 1,191 | $94.7K | 0.00% | +393+49.2% | Added |
| State of Wyoming | 1,198 | $95.3K | 0.01% | −2,380−66.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,403 | $111.6K | 0.00% | +177+14.4% | Added |
| Walleye Capital LLC | 1,418 | $112.8K | 0.00% | −3,439−70.8% | Reduced |
| US Bancorp | 1,487 | $118.3K | 0.00% | +118+8.6% | Added |
| STRS Ohio | 1,500 | $119.3K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 1,594 | $126.8K | 0.00% | +766+92.5% | Added |
| Huntington National Bank | 1,641 | $130.5K | 0.00% | −41−2.4% | Reduced |
| KBC Group NV | 1,704 | $136.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,075 | $165.0K | 0.00% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 2,427 | $193.0K | 0.02% | −2,422−49.9% | Reduced |