Go Pro

Cheesecake Factory (CAKE) Institutional Ownership

Cheesecake Factory logo
$101.42 +0.11 (+0.11%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$102.03 +0.61 (+0.60%)
As of 07/31/2026 07:52 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Cheesecake Factory (NASDAQ:CAKE)

Current
Institutional Ownership
Percentage
94.48%
Number of
Institutional Buyers
(last 12 months)
154
Total
Institutional Inflows
(last 12 months)
$291.23M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$491.98M
Get CAKE Insider Trade Alerts

Want to know when executives and insiders are buying or selling Cheesecake Factory stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CAKE Institutional Buying and Selling by Quarter

Cheesecake Factory Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 GAMMA Investing LLC7,173$571K0.0%+34.9%0.014%
5/26/2026Glenmede Trust Co. NA5,851$320K0.0%-11.6%0.012%
5/19/2026Bank of America Corp DE1,369,742$74.99M0.0%-33.2%2.757%
5/19/2026Edgestream Partners L.P.85,424$4.68M0.2%-30.9%0.172%
5/18/2026California State Teachers Retirement System55,576$3.04M0.0%+24.9%0.112%
5/16/2026The Manufacturers Life Insurance Company 19,683$1.08M0.0%-2.6%0.040%
5/16/2026Quantinno Capital Management LP12,940$708K0.0%+32.3%0.026%
5/16/2026SummitTX Capital L.P.13,510$740K0.0%-83.3%0.027%
5/15/202644 Wealth Management LLC23,441$1.28M0.4%-5.1%0.047%
5/15/2026Wealth Alliance LLC4,657$255K0.0%-15.2%0.009%
5/14/2026Gabelli Funds LLC13,000$712K0.0%-7.1%0.026%
5/14/2026Gamco Investors INC. ET AL307,500$16.84M0.2%-3.9%0.619%
5/14/2026Public Employees Retirement System of Ohio35,804$1.96M0.0%-17.1%0.072%
5/14/2026State of Wyoming3,578$196K0.0%N/A0.007%
5/13/2026Cetera Investment Advisers35,633$1.95M0.0%-5.1%0.072%
5/13/2026First Trust Advisors LP75,301$4.12M0.0%-0.4%0.152%
5/8/2026PNC Financial Services Group Inc.10,558$578K0.0%+5.6%0.021%
5/8/2026Long Road Investment Counsel LLC43,920$2.41M0.9%+1.9%0.088%
5/7/2026Dimensional Fund Advisors LP1,242,143$68.01M0.0%+2.4%2.500%
5/7/2026Swiss National Bank93,700$5.13M0.0%+0.4%0.189%
5/6/2026Future Fund LLC47,661$2.61M0.9%+27.6%0.096%
5/6/2026Bessemer Group Inc.48,470$2.65M0.0%-26.2%0.097%
5/6/2026Allspring Global Investments Holdings LLC41,734$2.31M0.0%-68.8%0.084%
5/5/2026Illinois Municipal Retirement Fund24,938$1.37M0.0%+3.4%0.050%
5/5/2026NFSG Corp682$37K0.0%+115.8%0.001%
5/4/2026 Integrity Wealth Solutions LLC3,980$218K0.1%N/A0.008%
5/4/2026Principal Financial Group Inc.306,929$16.80M0.0%-9.7%0.616%
5/1/2026Fifth Third Bancorp13,454$737K0.0%+4,184.7%0.027%
5/1/2026 Sequoia Financial Advisors LLC4,517$247K0.0%N/A0.009%
4/30/2026 Kestra Advisory Services LLC6,728$368K0.0%-11.2%0.014%
4/30/2026Money Concepts Capital Corp5,802$318K0.0%+3.8%0.012%
4/28/2026 Abel Hall LLC4,672$256K0.1%+8.5%0.009%
4/28/2026 Ascentis Independent Advisors1,196$65K0.0%N/A0.002%
4/28/2026AdvisorShares Investments LLC1,523$83K0.0%-44.8%0.003%
4/28/2026Praxis Investment Management Inc.4,578$251K0.0%-17.5%0.009%
4/27/2026 New York State Teachers Retirement System69,452$3.80M0.0%-7.8%0.139%
4/27/2026Elevation Point Wealth Partners LLC13,126$719K0.0%N/A0.026%
4/24/2026 Root Financial Partners LLC646$35K0.0%-26.6%0.001%
4/22/20261492 Capital Management LLC19,941$1.09M0.4%-76.7%0.040%
4/22/2026 Pictet Asset Management Holding SA8,484$464K0.0%+22.3%0.017%
The dollar just broke (Ad)

Bloomberg research shows the U.S. dollar's share of global reserves has fallen to the lowest level this century — and the consequences for your savings and investments could be severe. President Trump has signed executive order 14241 to initiate the first full reset of the American dollar in 50 years. A new monetary anchor is being established — one that's not gold or crypto, but something far more unexpected that Vladimir Putin once called the key to world leadership.tc pixel

Read the full story on what this dollar reset means for your portfolio
4/21/2026 Louisiana State Employees Retirement System20,300$1.11M0.0%N/A0.041%
4/20/2026Delphi Management Inc. MA20,983$1.15M1.4%-29.1%0.042%
4/18/2026 Leeward Investments LLC MA106,249$5.82M0.3%-2.7%0.213%
4/16/2026SG Americas Securities LLC9,709$532K0.0%-62.7%0.019%
3/17/2026Rockefeller Capital Management L.P.91,357$4.61M0.0%+34.5%0.183%
2/19/2026Invesco Ltd.2,337,671$118.01M0.0%+13.6%4.690%
2/18/2026Mercer Global Advisors Inc. ADV4,642$234K0.0%+5.9%0.009%
2/18/2026State of Tennessee Department of Treasury10,217$516K0.0%-30.6%0.020%
2/18/2026Voloridge Investment Management LLC665,020$33.57M0.1%-11.0%1.334%
2/18/2026Wellington Management Group LLP2,012,083$101.57M0.0%-7.5%4.037%
2/18/2026SummitTX Capital L.P.80,975$4.09M0.1%+102.7%0.162%
2/18/2026Numerai GP LLC40,148$2.03M0.2%N/A0.081%
2/18/2026Occudo Quantitative Strategies LP15,518$783K0.1%-11.8%0.031%
2/18/2026Odyssean LLC14,464$730K0.5%N/A0.029%
2/18/2026Palisade Capital Management LP429,648$21.69M0.6%-12.5%0.862%
2/18/2026Millennium Management LLC512,085$25.85M0.0%+214.3%1.027%
2/18/2026Inspire Investing LLC11,201$565K0.1%+14.5%0.022%
2/18/2026Janus Henderson Group PLC20,562$1.04M0.0%-53.9%0.041%
2/18/2026Engineers Gate Manager LP287,219$14.50M0.2%+1,583.7%0.576%
2/17/2026Freestone Grove Partners LP15,600$787K0.0%+325.6%0.031%
2/17/2026Schonfeld Strategic Advisors LLC65,402$3.30M0.0%-56.9%0.131%
2/17/2026PDT Partners LLC255,261$12.89M0.8%+49.4%0.512%
2/17/2026AQR Capital Management LLC13,360$674K0.0%-24.5%0.027%
2/17/2026Aequim Alternative Investments LP243,875$12.31M0.2%+24.8%0.489%
2/17/2026 Abel Hall LLC4,305$217K0.1%N/A0.009%
2/17/2026Cetera Investment Advisers37,545$1.90M0.0%-5.6%0.075%
2/17/2026Jain Global LLC6,981$352K0.0%N/A0.014%
2/17/2026Trexquant Investment LP56,623$2.86M0.0%N/A0.114%
2/17/2026Amundi6,690$338K0.0%-17.8%0.013%
2/17/2026Price T Rowe Associates Inc. MD42,348$2.14M0.0%+3.4%0.085%
2/17/2026Osaic Holdings Inc.4,716$238K0.0%-83.3%0.009%
2/17/2026Watershed Asset Management L.L.C.9,944$502K0.5%N/A0.020%
2/17/2026Public Employees Retirement System of Ohio43,178$2.18M0.0%+11.1%0.087%
2/17/2026State of Wisconsin Investment Board18,117$915K0.0%+11.5%0.036%
2/17/2026&PARTNERS8,647$437K0.0%-7.3%0.017%
2/17/2026ExodusPoint Capital Management LP36,505$1.84M0.0%-56.7%0.073%
2/17/2026Blair William & Co. IL10,745$542K0.0%-5.1%0.022%
2/16/2026Squarepoint Ops LLC354,200$17.88M0.0%-38.2%0.711%
2/16/2026Verition Fund Management LLC13,899$702K0.0%-60.2%0.028%
2/16/2026Entropy Technologies LP9,016$455K0.0%-52.9%0.018%
2/16/2026Arax Advisory Partners994$50K0.0%N/A0.002%
2/16/2026Barclays PLC113,285$5.72M0.0%+70.8%0.227%
2/13/2026The Manufacturers Life Insurance Company 20,210$1.02M0.0%-6.6%0.041%
2/13/2026CANADA LIFE ASSURANCE Co41,988$2.12M0.0%+9.8%0.084%
2/13/2026Stifel Financial Corp49,733$2.51M0.0%-10.7%0.100%
2/13/2026Smartleaf Asset Management LLC3,824$191K0.0%-6.4%0.008%
2/13/2026Morgan Stanley1,145,216$57.81M0.0%+13.6%2.298%
2/13/2026Public Sector Pension Investment Board158,825$8.02M0.0%-11.2%0.319%
2/13/2026First Trust Advisors LP75,600$3.82M0.0%-23.8%0.152%
2/13/2026Headlands Technologies LLC33,124$1.67M0.1%+94.4%0.066%
What's the Best Way to Lower RMD Taxes? (Ad)

Once you turn 73, the IRS requires you to take distributions from your IRA, 401(k), and other retirement accounts - and without a plan, those required minimum distributions can carry a serious tax cost. SmartAsset's model suggests working with a fiduciary financial advisor could potentially add 36% to 212% more dollar value to a portfolio over a lifetime. Their no-cost tool matches you with vetted advisors in your area who are legally bound to act in your interest.tc pixel

Find and compare fiduciary financial advisors serving your area today
2/13/2026Charles Schwab Investment Management Inc.597,400$30.16M0.0%+1.0%1.199%
2/13/2026 Police & Firemen s Retirement System of New Jersey12,152$613K0.0%-5.1%0.024%
2/13/2026State Street Corp1,785,955$90.16M0.0%+0.3%3.583%
2/13/2026Victory Capital Management Inc.1,474,320$74.42M0.0%+16.4%2.958%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC84,107$4.25M0.0%-11.5%0.169%
2/13/2026Gagnon Securities LLC226,594$11.44M2.3%-0.3%0.455%
2/13/2026Quadrant Capital Group LLC11,943$603K0.0%+28.9%0.024%
2/12/2026HRT Financial LP230,145$11.62M0.0%+14.4%0.462%
2/12/2026MetLife Investment Management LLC26,244$1.33M0.0%-5.1%0.053%
2/12/2026 Commonwealth Equity Services LLC7,015$354K0.0%-19.8%0.014%


CAKE Institutional Ownership - Frequently Asked Questions

During the previous two years, 312 institutional investors and hedge funds held shares of Cheesecake Factory. The most heavily invested institutionals were Vanguard Group Inc. ($259.80M), Kayne Anderson Rudnick Investment Management LLC ($131.14M), Invesco Ltd. ($118.01M), Earnest Partners LLC ($108.42M), Wellington Management Group LLP ($101.57M), American Century Companies Inc. ($98.37M), and State Street Corp ($90.16M).Learn more on Cheesecake Factory's institutional investors.

94.48% of Cheesecake Factory's stock is owned by institutional investors. Learn more on CAKE's institutional investor holdings.

Of the 257 institutional investors that purchased Cheesecake Factory's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($4.23M), Invesco Ltd. ($2.02M), Victory Capital Management Inc. ($1.67M), Westwood Holdings Group Inc. ($1.56M), Hennessy Advisors Inc. ($1.33M), Driehaus Capital Management LLC ($980.68K), and American Century Companies Inc. ($846.86K).

Institutional investors have bought a total of 5,395,407 shares in the last 24 months. This purchase volume represents approximately $291.23M in transactions.

Of the 141 institutional investors that sold Cheesecake Factory's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($1.17M), Invesco Ltd. ($941.31K), Bank of America Corp DE ($679.60K), Victory Capital Management Inc. ($575.21K), Westwood Holdings Group Inc. ($566.30K), Bamco Inc. NY ($549.96K), and Frontier Capital Management Co. LLC ($429.75K).

Institutional investors have sold a total of 8,648,199 shares in the last 24 months. This volume of shares sold represents approximately $491.98M in transactions.



This page (NASDAQ:CAKE) was last updated on 8/2/2026 by MarketBeat.com Staff.
From Our Partners