CAKE Institutional Ownership & Shareholders
CHEESECAKE FACTORY INC/THE (CAKE) is currently held by 347 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.08B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CAKE tracked by InsiderSet, reporting ownership valued at approximately $554.96M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $785.90M, representing an estimated gain of +41.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed CAKE value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in CHEESECAKE FACTORY INC/THE (CAKE).
This page ranks the largest institutional CAKE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
347
Total Reported Value
$4.08B
Largest Holder
Blackrock, Inc.
Largest Position
$554.96M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 6,977,100 | $554,958,549 | $785,900,544 | +$230,941,995 | +41.61% | |
| Fmr Llc | 0.02% | 6,097,542 | $484,998,580 | $686,827,131 | +$201,828,551 | +41.61% | |
| Vanguard Portfolio Management Llc | 0.01% | 2,852,204 | $226,864,306 | $321,272,259 | +$94,407,953 | +41.61% | |
| Vanguard Capital Management Llc | 0.00% | 2,027,468 | $161,264,805 | $228,373,996 | +$67,109,191 | +41.61% | |
| Earnest Partners Llc | 0.58% | 2,012,694 | $160,089,681 | $226,709,852 | +$66,620,171 | +41.61% | |
| American Century Companies Inc | 0.07% | 2,004,441 | $159,433,336 | $225,780,234 | +$66,346,898 | +41.61% | |
| D. E. Shaw & Co., Inc. | 0.10% | 1,999,424 | $159,034,185 | $225,215,119 | +$66,180,934 | +41.61% | |
| State Street Corp | 0.00% | 1,867,389 | $148,528,063 | $210,342,697 | +$61,814,634 | +41.62% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.44% | 1,792,513 | $142,576,536 | $201,908,664 | +$59,332,128 | +41.61% | |
| Goldman Sachs Group Inc | 0.01% | 1,647,006 | $131,002,858 | $185,518,756 | +$54,515,898 | +41.61% | |
| Invesco Ltd. | 0.01% | 1,642,794 | $130,667,835 | $185,044,316 | +$54,376,481 | +41.61% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,262,468 | $100,417,310 | $142,204,396 | +$41,787,086 | +41.61% | |
| Geode Capital Management, Llc | 0.01% | 1,219,196 | $96,990,674 | $137,330,237 | +$40,339,563 | +41.59% | |
| Ubs Group Ag | 0.02% | 1,210,580 | $96,289,533 | $136,359,731 | +$40,070,198 | +41.61% | |
| Morgan Stanley | 0.00% | 859,373 | $68,354,612 | $96,799,775 | +$28,445,163 | +41.61% | |
| Hennessy Advisors Inc | 2.48% | 626,800 | $65,964,432 | $70,602,752 | +$4,638,320 | +7.03% | |
| Westwood Holdings Group Inc | 0.41% | 689,030 | $54,805,445 | $77,612,339 | +$22,806,894 | +41.61% | |
| Price T Rowe Associates Inc | 0.00% | 623,808 | $49,618,000 | $70,265,733 | +$20,647,733 | +41.61% | |
| Bank Of America Corp | 0.00% | 622,554 | $49,517,966 | $70,124,483 | +$20,606,517 | +41.61% | |
| Charles Schwab Investment Management Inc | 0.01% | 619,981 | $49,313,289 | $69,834,660 | +$20,521,371 | +41.61% | |
| Balyasny Asset Management L.P. | 0.08% | 562,400 | $44,733,296 | $63,348,736 | +$18,615,440 | +41.61% | |
| Northern Trust Corp | 0.01% | 544,893 | $43,340,789 | $61,376,748 | +$18,035,959 | +41.61% | |
| Principal Financial Group Inc | 0.02% | 380,093 | $40,000,987 | $42,813,676 | +$2,812,689 | +7.03% | |
| Bank Of New York Mellon Corp | 0.01% | 477,999 | $38,019,998 | $53,841,807 | +$15,821,809 | +41.61% | |
| Fisher Asset Management, Llc | 0.01% | 468,472 | $37,262,262 | $52,768,686 | +$15,506,424 | +41.61% | |
| Bamco Inc | 0.05% | 450,000 | $35,793,000 | $50,688,000 | +$14,895,000 | +41.61% | |
| Natixis Advisors, Llc | 0.03% | 332,912 | $26,479,000 | $37,499,208 | +$11,020,208 | +41.62% | |
| Jones Financial Companies Lllp | 0.01% | 328,760 | $26,424,665 | $37,031,526 | +$10,606,861 | +40.14% | |
| Vanguard Fiduciary Trust Co | 0.01% | 328,383 | $26,119,584 | $36,989,061 | +$10,869,477 | +41.61% | |
| Gamco Investors, Inc. Et Al | 0.22% | 307,500 | $24,458,550 | $34,636,800 | +$10,178,250 | +41.61% | |
| Wells Fargo & Company/Mn | 0.00% | 296,634 | $23,594,269 | $33,412,854 | +$9,818,585 | +41.61% | |
| Two Sigma Investments, Lp | 0.02% | 287,727 | $22,885,806 | $32,409,569 | +$9,523,763 | +41.61% | |
| Frontier Capital Management Co Llc | 0.19% | 254,975 | $20,280,712 | $28,720,384 | +$8,439,672 | +41.61% | |
| Aequim Alternative Investments Lp | 0.30% | 243,875 | $19,397,818 | $27,470,080 | +$8,072,262 | +41.61% | |
| Envestnet Asset Management Inc | 0.00% | 225,456 | $17,932,762 | $25,395,364 | +$7,462,602 | +41.61% | |
| Hrt Financial Lp | 0.03% | 224,994 | $17,896,000 | $25,343,324 | +$7,447,324 | +41.61% | |
| Gagnon Securities Llc | 3.40% | 221,792 | $17,641,336 | $24,982,651 | +$7,341,315 | +41.61% | |
| Exoduspoint Capital Management, Lp | 0.16% | 216,138 | $17,191,617 | $24,345,784 | +$7,154,167 | +41.61% | |
| Citadel Advisors Llc | 0.01% | 194,066 | $15,436,009 | $21,859,594 | +$6,423,585 | +41.61% | |
| Millennium Management Llc | 0.01% | 187,269 | $14,895,376 | $21,093,980 | +$6,198,604 | +41.61% | |
| Td Waterhouse Canada Inc. | 0.04% | 127,704 | $13,792,140 | $14,384,579 | +$592,439 | +4.30% | |
| Pdt Partners, Llc | 0.72% | 172,778 | $13,742,762 | $19,461,714 | +$5,718,952 | +41.61% | |
| First Trust Advisors Lp | 0.01% | 157,591 | $12,534,788 | $17,751,050 | +$5,216,262 | +41.61% | |
| Public Sector Pension Investment Board | 0.03% | 157,064 | $12,492,871 | $17,691,689 | +$5,198,818 | +41.61% | |
| Creative Planning | 0.01% | 118,640 | $12,485,722 | $13,363,610 | +$877,888 | +7.03% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 133,591 | $10,625,828 | $15,047,690 | +$4,421,862 | +41.61% |
| Allspring Global Investments Holdings, Llc | 0.02% | 126,642 | $10,085,769 | $14,264,955 | +$4,179,186 | +41.44% | |
| Palisade Capital Management, Lp | 0.44% | 125,898 | $10,013,937 | $14,181,151 | +$4,167,214 | +41.61% | |
| Rhumbline Advisers | 0.01% | 118,126 | $9,395,720 | $13,305,713 | +$3,909,993 | +41.61% | |
| New York State Common Retirement Fund | 0.01% | 113,322 | $9,013,632 | $12,764,590 | +$3,750,958 | +41.61% |
Frequently asked questions about CAKE
Who are the largest institutional holders of CAKE?
The largest institutional holders of CAKE reported in the latest SEC Form 13F filings include Blackrock, Inc., Fmr Llc, Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and Earnest Partners Llc. InsiderSet ranks institutional holders by their latest reported CAKE position.
What is CAKE institutional ownership?
This page tracks CAKE positions reported by institutional investment managers through SEC Form 13F. CHEESECAKE FACTORY INC/THE (CAKE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CAKE?
InsiderSet currently tracks 347 institutional managers reporting CAKE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CAKE shareholders.
How much CAKE stock do institutions own?
Institutional investment managers disclosed approximately $4.08B in CAKE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CAKE institutional ownership last updated?
The latest CAKE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CAKE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CAKE position after the reporting date.
Are institutions buying or selling CAKE?
Institutional buying and selling can be analyzed by comparing CAKE positions across consecutive 13F reporting periods. InsiderSet's CAKE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAKE ownership changes.
How has CAKE institutional ownership changed over time?
InsiderSet tracks CAKE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.