Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CAKE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.0M | $555.0M | +4.5% | 14.043% | 0.01% |
| 2 | FMR LLC | 6.1M | $485.0M | +3.1% | 12.272% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $226.9M | +2.8% | 5.740% | 0.01% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $161.3M | +0.3% | 4.081% | 0.00% |
| 5 | D. E. Shaw & Co., Inc. | 2.0M | $160.6M | +59.8% | 4.065% | 0.08% |
| 6 | EARNEST PARTNERS LLC | 2.0M | $160.1M | -3.6% | 4.051% | 0.58% |
| 7 | AMERICAN CENTURY COMPANIES INC | 2.0M | $159.4M | +13.0% | 4.034% | 0.07% |
| 8 | STATE STREET CORP | 1.9M | $148.5M | +3.7% | 3.758% | 0.00% |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.8M | $142.6M | -10.0% | 3.608% | 0.44% |
| 10 | GOLDMAN SACHS GROUP INC | 1.6M | $131.0M | +272.9% | 3.315% | 0.01% |
| 11 | Invesco Ltd. | 1.6M | $130.7M | -18.3% | 3.306% | 0.01% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $100.4M | +1.6% | 2.541% | 0.02% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $97.0M | +6.1% | 2.454% | 0.01% |
| 14 | UBS Group AG | 1.2M | $96.3M | +2.4% | 2.437% | 0.01% |
| 15 | MORGAN STANLEY | 859K | $68.4M | -17.3% | 1.730% | 0.00% |
| 16 | WESTWOOD HOLDINGS GROUP INC | 689K | $54.8M | -47.2% | 1.387% | 0.41% |
| 17 | HENNESSY ADVISORS INC | 647K | $51.4M | 0.0% | 1.302% | 1.64% |
| 18 | BANK OF AMERICA CORP /DE/ | 623K | $49.5M | -54.5% | 1.253% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 620K | $49.3M | +0.9% | 1.248% | 0.01% |
| 20 | BALYASNY ASSET MANAGEMENT L.P. | 562K | $44.7M | β | 1.132% | 0.06% |
| 21 | NORTHERN TRUST CORP | 545K | $43.3M | +8.3% | 1.097% | 0.01% |
| 22 | Bank of New York Mellon Corp | 478K | $38.0M | +1.0% | 0.962% | 0.01% |
| 23 | Fisher Asset Management, LLC | 468K | $37.3M | -4.7% | 0.943% | 0.01% |
| 24 | BAMCO INC /NY/ | 450K | $35.8M | -55.0% | 0.906% | 0.05% |
| 25 | CITADEL ADVISORS LLC | 354K | $28.1M | +99.5% | 0.712% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CAKE β a direct measure of their conviction.
Filings activity in CAKE during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 349 | +3.9% | 104.22% | +0.14 pp | $4.00B | +44% |
| Q1 2026 | 336 | +7.3% | 104.08% | 12.63 pp | $2.78B | 3.3% |
| Q4 2025 | 313 | 4.3% | 116.71% | +0.91 pp | $2.87B | 8.8% |
| Q3 2025 | 327 | +2.8% | 115.80% | +2.86 pp | $3.15B | 7.8% |
| Q2 2025 | 318 | +3.2% | 112.94% | +5.71 pp | $3.41B | +31% |
| Q1 2025 | 308 | +4.4% | 107.23% | +8.35 pp | $2.61B | +12% |
| Q4 2024 | 295 | +9.7% | 98.88% | +10.49 pp | $2.32B | +33% |
| Q3 2024 | 269 | β | 88.39% | β | $1.75B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CAKE stock.
Based on Q2 2026 13F filings, institutional ownership of The Cheesecake Factory Incorporated stands at 104.2%, held across 349 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CAKE, with approximately 6,977,100 shares worth $0.55B as of Q2 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CAKE, including Fisher Asset Management, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for CAKE is 57 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
49 institutions opened new positions in CAKE during Q2 2026, while 39 fully exited. 257 added to existing positions and 30 trimmed.
CAKE institutional ownership rose by 0.14 percentage points quarter-over-quarter, with a net change of +13 holders.
The top 10 institutions account for 58.3% of all reported 13F value in CAKE, and the top 25 account for 81.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Cheesecake Factory Incorporated (CAKE) Institutional Ownership