CHEESECAKE FACTORY INC - Common Stock (CAKE) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CAKE on Nasdaq
Shares outstanding
49,438,864
Price per share
$50.48
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
56,665,112
Total reported value
$3,096,414,024
% of total 13F portfolios
0%
Share change
+382,678
Value change
+$4,207,654
Number of holders
321
Price from insider filings
$50.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CHEESECAKE FACTORY INC - Common Stock (CAKE) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 14% $323,258,988 7,015,169 BlackRock, Inc. 31 Mar 2025
FMR LLC 11% +24% $301,912,011 +$63,771,578 5,525,506 +27% FMR LLC 30 Sep 2025
OVERTON DAVID 6.7% $159,552,737 3,462,516 David Overton 31 Mar 2025
EARNEST PARTNERS LLC 4.8% $148,162,749 2,388,181 EARNEST PARTNERS LLC 30 Jun 2025
WELLINGTON MANAGEMENT GROUP LLP 4.4% -25% $118,858,938 -$47,558,383 2,175,310 -29% Wellington Management Group LLP 30 Sep 2025
Invesco Ltd. 3.4% -34% $89,871,866 -$50,623,652 1,671,102 -36% Invesco Ltd. 30 Jun 2025

As of 30 Sep 2025, 321 institutional investors reported holding 56,665,112 shares of CHEESECAKE FACTORY INC - Common Stock (CAKE). This represents 115% of the company’s total 49,438,864 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CHEESECAKE FACTORY INC - Common Stock (CAKE) together control 91% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 6,720,585 +0.69% 0.01% $367,212,746
FMR LLC 11% 5,252,883 +27% 0.01% $287,017,545
VANGUARD GROUP INC 10% 5,151,328 -0.92% 0% $281,468,563
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5.2% 2,573,150 -2.7% 0.34% $140,596,964
BANK OF AMERICA CORP /DE/ 4.9% 2,401,424 +103% 0.01% $131,213,820
EARNEST PARTNERS LLC 4.6% 2,265,030 -5.2% 0.54% $123,761,239
WELLINGTON MANAGEMENT GROUP LLP 4.4% 2,175,310 -32% 0.02% $118,858,938
Invesco Ltd. 4.2% 2,057,118 +25% 0.02% $112,400,929
AMERICAN CENTURY COMPANIES INC 3.6% 1,800,388 +5.6% 0.05% $98,373,279
STATE STREET CORP 3.6% 1,781,420 -1% 0% $97,336,789
WESTWOOD HOLDINGS GROUP INC 2.9% 1,411,081 +11% 0.55% $77,101,466
VICTORY CAPITAL MANAGEMENT INC 2.6% 1,266,532 -31% 0.04% $69,203,309
BAMCO INC /NY/ 2.5% 1,250,037 -17% 0.18% $68,302,022
DIMENSIONAL FUND ADVISORS LP 2.4% 1,207,196 +2.4% 0.01% $65,964,743
GEODE CAPITAL MANAGEMENT, LLC 2.3% 1,147,597 +3% 0% $62,711,721
MORGAN STANLEY 2% 1,008,238 +0.09% 0% $55,090,195
UBS Group AG 1.7% 848,821 +7.1% 0.01% $46,379,579
HENNESSY ADVISORS INC 1.5% 754,200 -31% 1.4% $41,209,488
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.5% 747,046 +54% 0.14% $40,818,593
Woodline Partners LP 1.3% 618,056 +1059% 0.16% $33,770,580
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 591,212 -0.01% 0.01% $32,303,824
Squarepoint Ops LLC 1.1% 543,101 0.06% $29,675,039
Bank of New York Mellon Corp 1.1% 530,886 -29% 0.01% $29,007,640
NORTHERN TRUST CORP 1% 515,654 -1.8% 0% $28,175,334
PALISADE CAPITAL MANAGEMENT, LP 0.97% 480,896 -20% 0.71% $26,276,157

Institutional Holders of CHEESECAKE FACTORY INC - Common Stock (CAKE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 325,117 $16,823,556 +$2,562,930 $50.48 32
2025 Q3 56,665,112 $3,096,414,024 +$4,207,654 $54.64 321
2025 Q2 55,766,917 $3,493,332,631 +$78,893,287 $62.66 316
2025 Q1 54,759,665 $2,665,124,212 +$199,732,433 $48.66 312
2024 Q4 50,666,189 $2,403,711,266 +$200,694,133 $47.44 293
2024 Q3 46,540,203 $1,887,070,250 -$24,871,504 $40.55 276
2024 Q2 47,125,824 $1,851,516,623 +$148,366,817 $39.29 261
2024 Q1 43,423,645 $1,569,713,235 -$32,871,179 $36.15 259
2023 Q4 38,458 $1,346,415 +$277,944 $35.01 1
2023 Q3 43,255,475 $1,310,481,716 -$75,389,999 $30.30 220
2023 Q2 44,795,705 $1,549,067,947 -$98,260,022 $34.58 234
2023 Q1 47,572,594 $1,667,497,273 -$21,658,408 $35.05 230
2022 Q4 48,700,903 $1,546,391,565 +$99,874,911 $31.71 229
2022 Q3 44,960,160 $1,317,410,513 +$56,886,792 $29.28 204
2022 Q2 44,385,624 $1,172,884,951 +$34,702,787 $26.42 208
2022 Q1 42,054,269 $1,672,261,088 +$16,867,978 $39.79 241
2021 Q4 42,100,095 $1,649,591,238 +$44,851,187 $39.15 244
2021 Q3 40,291,015 $1,890,418,784 -$54,939,314 $47.00 248
2021 Q2 40,907,292 $2,215,735,748 +$148,594,982 $54.18 265
2021 Q1 37,703,401 $2,205,667,463 -$202,154,737 $58.51 242
2020 Q4 42,591,896 $1,578,690,878 -$8,352,295 $37.06 216
2020 Q3 43,834,652 $1,216,508,986 -$17,308,531 $27.74 219
2020 Q2 44,613,896 $1,021,230,295 +$91,368,158 $22.92 211
2020 Q1 41,332,693 $705,772,668 -$146,726,041 $17.08 217
2019 Q4 45,239,467 $1,758,024,579 +$85,630,449 $38.86 259
2019 Q3 44,826,979 $1,867,837,144 -$61,288,770 $41.68 251
2019 Q2 46,216,760 $2,019,023,169 +$1,407,790 $43.72 276
2019 Q1 46,884,244 $2,291,227,198 +$41,545,054 $48.92 282
2018 Q4 46,425,415 $2,017,839,173 +$29,556,253 $43.51 275
2018 Q3 45,537,950 $2,437,507,237 -$185,250,448 $53.54 280
2018 Q2 48,901,418 $2,693,750,727 +$3,150,579 $55.06 282
2018 Q1 49,803,031 $2,401,513,858 -$9,584,044 $48.22 294
2017 Q4 49,570,581 $2,388,449,726 +$185,269,182 $48.18 290
2017 Q3 46,079,242 $1,940,979,111 +$7,037,615 $42.12 267
2017 Q2 43,528,464 $2,189,115,692 -$68,728,574 $50.30 281
2017 Q1 45,993,027 $2,913,861,780 +$367,245,459 $63.36 293
2016 Q4 44,859,060 $2,686,196,990 +$71,940,352 $59.88 307
2016 Q3 43,765,189 $2,189,854,321 +$32,246,717 $50.06 276
2016 Q2 43,407,931 $2,089,750,129 -$30,360,953 $48.14 280
2016 Q1 43,943,257 $2,332,775,114 -$5,017,538 $53.09 272
2015 Q4 44,560,254 $2,054,908,550 +$28,443,640 $46.11 274
2015 Q3 43,194,857 $2,330,776,743 -$63,330,212 $53.96 265
2015 Q2 43,423,463 $2,368,057,269 -$44,122,276 $54.53 246
2015 Q1 45,192,728 $2,230,034,052 +$8,251,909 $49.33 244
2014 Q4 45,098,669 $2,269,667,034 -$28,393 $50.31 234
2014 Q3 45,126,053 $2,053,048,620 -$22,531,822 $45.50 230
2014 Q2 45,589,353 $2,108,005,229 +$11,346,496 $46.42 228
2014 Q1 45,132,619 $2,149,371,020 -$11,368,371 $47.63 223