CAKE The Cheesecake Factory Incorporated

NASDAQ
$102.70

The Cheesecake Factory Incorporated (CAKE) Institutional Ownership

What the institutions did with CAKE last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
380
filed both this quarter and last
Managers holding
338
+8 on the quarter
Buyers
159
50 opened new
Sellers
158
42 sold out entirely
Buyer share
50.2%
of managers who traded it
Breadth
+0.3
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
BlackRock, Inc. 7.0M 13.7%
FMR LLC 6.1M 11.9%
VANGUARD PORTFOLIO MANAGEMENT LLC 2.9M 5.6%
VANGUARD CAPITAL MANAGEMENT LLC 2.0M 4.0%
EARNEST PARTNERS LLC 2.0M 3.9%
AMERICAN CENTURY COMPANIES INC 2.0M 3.9%
D. E. Shaw & Co., Inc. 2.0M 3.9%
STATE STREET CORP 1.9M 3.7%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.8M 3.5%
GOLDMAN SACHS GROUP INC 1.6M 3.2%
Invesco Ltd. 1.6M 3.2%
DIMENSIONAL FUND ADVISORS LP 1.3M 2.5%
GEODE CAPITAL MANAGEMENT, LLC 1.2M 2.4%
UBS Group AG 1.2M 2.4%
MORGAN STANLEY 859.4K 1.7%
WESTWOOD HOLDINGS GROUP INC 689.0K 1.4%
HENNESSY ADVISORS INC 646.7K 1.3%
PRICE T ROWE ASSOCIATES INC /MD/ 623.8K 1.2%
BANK OF AMERICA CORP /DE/ 622.6K 1.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 620.0K 1.2%
Balyasny Asset Management L.P. 562.4K 1.1%
NORTHERN TRUST CORP 544.9K 1.1%
Bank of New York Mellon Corp 478.0K 0.9%
Fisher Asset Management, LLC 468.5K 0.9%
BAMCO INC /NY/ 450.0K 0.9%

Largest changes

Manager Action Previous Current Change
GOLDMAN SACHS GROUP INC Increased 441.6K 1.6M +1.2M
BANK OF AMERICA CORP /DE/ Reduced 1.4M 622.6K -747.2K
D. E. Shaw & Co., Inc. Increased 1.3M 2.0M +735.6K
WESTWOOD HOLDINGS GROUP INC Reduced 1.3M 689.0K -616.8K
PRICE T ROWE ASSOCIATES INC /MD/ Increased 50.8K 623.8K +573.1K
Balyasny Asset Management L.P. New 0 562.4K +562.4K
Engineers Gate Manager LP Sold Out 553.7K 0 -553.7K
BAMCO INC /NY/ Reduced 1.0M 450.0K -550.0K
VOLORIDGE INVESTMENT MANAGEMENT, LLC Sold Out 371.4K 0 -371.4K
Invesco Ltd. Reduced 2.0M 1.6M -367.4K
BlackRock, Inc. Increased 6.7M 7.0M +303.3K
AMERICAN CENTURY COMPANIES INC Increased 1.8M 2.0M +230.7K
WELLINGTON MANAGEMENT GROUP LLP Sold Out 225.0K 0 -225.0K
PALISADE CAPITAL MANAGEMENT, LP Reduced 333.6K 125.9K -207.7K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced 2.0M 1.8M -199.6K
SEI INVESTMENTS CO Reduced 214.7K 17.9K -196.8K
FMR LLC Increased 5.9M 6.1M +181.3K
MORGAN STANLEY Reduced 1.0M 859.4K -179.6K
Trexquant Investment LP Reduced 220.8K 42.7K -178.0K
CITADEL ADVISORS LLC Increased 19.1K 194.1K +175.0K
NEUBERGER BERMAN GROUP LLC Increased 5.9K 154.4K +148.6K
First Eagle Investment Management, LLC Increased 147.6K 267.2K +119.6K
WINTON GROUP Ltd Sold Out 108.0K 0 -108.0K
ExodusPoint Capital Management, LP Increased 108.6K 216.1K +107.5K
Erste Asset Management GmbH New 0 92.6K +92.6K
MILLENNIUM MANAGEMENT LLC Reduced 277.9K 187.3K -90.6K
Allspring Global Investments Holdings, LLC Increased 41.7K 126.6K +84.9K
FIRST TRUST ADVISORS LP Increased 75.3K 157.6K +82.3K
Squarepoint Ops LLC Sold Out 81.1K 0 -81.1K
Quantinno Capital Management LP Increased 12.9K 92.4K +79.5K
VANGUARD PORTFOLIO MANAGEMENT LLC Increased 2.8M 2.9M +78.7K
EARNEST PARTNERS LLC Reduced 2.1M 2.0M -75.9K
Corient Private Wealth LP Increased 27.3K 101.0K +73.7K
GEODE CAPITAL MANAGEMENT, LLC Increased 1.1M 1.2M +69.6K
TWO SIGMA INVESTMENTS, LP Reduced 355.9K 287.7K -68.2K
STATE STREET CORP Increased 1.8M 1.9M +66.9K
Susquehanna Portfolio Strategies, LLC Increased 15.9K 80.4K +64.5K
FRANKLIN RESOURCES INC Reduced 77.9K 18.8K -59.1K
Schonfeld Strategic Advisors LLC Reduced 135.0K 77.9K -57.0K
HRT FINANCIAL LP Reduced 280.7K 225.0K -55.7K
MARSHALL WACE, LLP Increased 12.0K 65.9K +53.9K
Edgestream Partners, L.P. Reduced 85.4K 35.2K -50.3K
Future Fund LLC Sold Out 47.7K 0 -47.7K
Rockefeller Capital Management L.P. Reduced 89.5K 46.0K -43.5K
NORTHERN TRUST CORP Increased 503.2K 544.9K +41.7K
Creative Planning Increased 59.8K 93.2K +33.4K
OCCUDO QUANTITATIVE STRATEGIES LP Increased 46.2K 74.9K +28.7K
UBS Group AG Increased 1.2M 1.2M +28.5K
Jefferies Financial Group Inc. Reduced 34.8K 6.3K -28.5K
Lighthouse Investment Partners, LLC Sold Out 27.3K 0 -27.3K
CAPSTONE INVESTMENT ADVISORS, LLC New 0 25.3K +25.3K
NEW YORK STATE COMMON RETIREMENT FUND Reduced 137.4K 113.3K -24.1K
FRONTIER CAPITAL MANAGEMENT CO LLC Reduced 279.0K 255.0K -24.0K
Lotus Technology Management, LP New 0 23.5K +23.5K
ENVESTNET ASSET MANAGEMENT INC Reduced 248.9K 225.5K -23.5K
44 WEALTH MANAGEMENT LLC Sold Out 23.4K 0 -23.4K
Fisher Asset Management, LLC Reduced 491.5K 468.5K -23.1K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New 0 21.2K +21.2K
Brevan Howard Capital Management LP Reduced 71.1K 50.0K -21.1K
Jump Financial, LLC Increased 4.1K 24.8K +20.7K

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.