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
+$4,207,663
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% $358,264,681 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% $176,830,692 3,462,516 David Overton 31 Mar 2025
EARNEST PARTNERS LLC 4.8% $154,682,483 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% $108,237,277 -$60,968,649 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 +$4,207,663 $54.64 321
2025 Q2 55,766,917 $3,493,332,631 +$78,893,328 $62.66 316
2025 Q1 54,767,823 $2,665,520,992 +$199,732,403 $48.66 313
2024 Q4 50,667,178 $2,403,761,710 +$199,344,082 $47.44 293
2024 Q3 46,569,625 $1,888,263,190 -$23,506,269 $40.55 270
2024 Q2 47,120,415 $1,851,304,262 +$138,052,241 $39.29 258
2024 Q1 43,680,726 $1,579,006,597 -$27,546,065 $36.15 256
2023 Q4 44,486,930 $1,557,417,244 +$24,953,878 $35.01 256
2023 Q3 43,569,089 $1,319,984,281 -$75,712,327 $30.30 222
2023 Q2 45,813,268 $1,584,255,541 -$87,494,857 $34.58 237
2023 Q1 48,272,287 $1,692,021,145 -$22,238,397 $35.05 232
2022 Q4 49,454,363 $1,570,284,011 +$105,650,148 $31.71 234
2022 Q3 46,051,533 $1,349,364,494 +$54,791,243 $29.28 208
2022 Q2 44,388,624 $1,172,964,211 +$34,549,498 $26.42 209
2022 Q1 42,295,036 $1,681,841,088 +$9,139,295 $39.79 242
2021 Q4 42,106,857 $1,649,856,238 +$44,843,998 $39.15 245
2021 Q3 40,290,985 $1,890,417,784 -$54,973,560 $47.00 248
2021 Q2 40,869,497 $2,214,167,748 +$146,602,226 $54.18 262
2021 Q1 37,843,909 $2,214,386,171 -$197,572,758 $58.51 243
2020 Q4 42,793,404 $1,586,158,158 -$10,633,346 $37.06 220
2020 Q3 44,083,922 $1,223,422,853 -$20,673,387 $27.74 223
2020 Q2 45,189,021 $1,034,410,593 +$103,078,634 $22.92 214
2020 Q1 41,525,851 $709,070,774 -$145,936,064 $17.08 224
2019 Q4 47,006,166 $1,826,677,119 +$85,582,225 $38.86 264
2019 Q3 44,828,440 $1,867,897,900 -$63,636,818 $41.68 253
2019 Q2 46,295,158 $2,022,450,876 -$26,097,411 $43.72 282
2019 Q1 47,068,645 $2,300,245,011 +$26,906,592 $48.92 288
2018 Q4 46,692,852 $2,029,441,051 +$33,007,081 $43.51 282
2018 Q3 45,542,875 $2,437,770,622 -$184,992,989 $53.54 282
2018 Q2 48,917,978 $2,694,630,492 -$24,765,365 $55.06 286
2018 Q1 49,837,779 $2,403,188,858 +$1,047,142 $48.22 297
2017 Q4 49,575,114 $2,388,709,984 +$184,812,194 $48.18 292
2017 Q3 46,139,366 $1,943,511,111 +$3,291,924 $42.12 271
2017 Q2 45,603,656 $2,293,495,692 -$53,018,533 $50.30 289
2017 Q1 46,134,431 $2,922,820,173 +$371,524,174 $63.36 300
2016 Q4 44,940,884 $2,691,095,558 +$70,849,457 $59.88 312
2016 Q3 43,860,289 $2,194,616,321 +$28,453,034 $50.06 279
2016 Q2 43,407,931 $2,089,750,129 -$30,477,326 $48.14 280
2016 Q1 43,947,172 $2,332,983,114 -$4,529,443 $53.09 273
2015 Q4 44,560,254 $2,054,908,550 +$24,988,163 $46.11 274
2015 Q3 43,199,356 $2,331,019,743 -$68,383,808 $53.96 267
2015 Q2 44,470,037 $2,424,989,269 -$35,418,206 $54.53 250
2015 Q1 45,198,713 $2,230,327,052 +$8,546,661 $49.33 242
2014 Q4 45,100,213 $2,269,743,034 -$88,944 $50.31 235
2014 Q3 45,126,053 $2,053,048,620 -$22,530,487 $45.50 230
2014 Q2 45,617,789 $2,109,326,229 -$1,565,334 $46.42 227
2014 Q1 45,555,021 $2,169,490,020 -$8,949,209 $47.63 224