CHEESECAKE FACTORY INC — Institutional Ownership

Which tracked institutions hold CAKE, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

36
Funds holding
$1609208172
Total value held
Buying
26 added/new · 10 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $637613787 71932100 +8528250 +13.45%
2 State Street Corp $168271131 17317389 +7566909 +77.61%
3 Invesco Ltd. $134485335 4642794 +4642794 NEW BUY
4 Goldman Sachs Group Inc $134317721 4252006 +1510373 +55.09%
5 Ubs Group Ag $109433186 11539580 +11539580 NEW BUY
6 Morgan Stanley $75735112 6659373 -1705571 -20.39%
7 Westwood Holdings Group Inc $54805445 689030 -616831 -47.24%
8 Bank Of America Corp /De/ $54221126 4318554 +2948812 +215.28%
9 Hennessy Advisors Inc $51438518 646700 +646700 NEW BUY
10 Northern Trust Corp $43340789 544893 +41687 +8.28%
11 Bank Of New York Mellon Corp $38275948 677999 +4775 +0.71%
12 Wells Fargo & Company/Mn $31353393 6359634 +1802746 +39.56%
13 Principal Financial Group Inc $25194294 316750 +9821 +3.20%
14 Jpmorgan Chase & Co $14661747 7512482 -820851 -9.85%
15 Ameriprise Financial Inc $7127316 89607 +89607 NEW BUY
16 Stifel Financial Corp $4275361 53751 +53751 NEW BUY
17 Prudential Financial Inc $3818079 48002 +590 +1.24%
18 Citigroup Inc $3617161 45476 +9278 +25.63%
19 Royal Bank Of Canada $3294000 41417 -13629 -24.76%
20 Raymond James Financial Inc $2279839 28663 -2549 -8.17%
21 Franklin Resources Inc $1493364 18775 -59141 -75.90%
22 Sei Investments Co $1426672 17930 -196794 -91.65%
23 Barclays Plc $1278288 16071 +1887 +13.30%
24 Janus Henderson Group Plc $1125770 20562 +20562 NEW BUY
25 Truist Financial Corp $1097574 562872 -1250630 -68.96%
26 Fifth Third Bancorp $1095144 13768 +314 +2.33%
27 Jefferies Financial Group Inc. $987660 391284 +391284 NEW BUY
28 Pnc Financial Services Group, Inc. $843457 10604 +46 +0.44%
29 Bank Of Montreal /Can/ $842487 10592 -1069 -9.17%
30 Banco Santander, S.A. $743779 9351 +9351 NEW BUY
31 M&T Bank Corp $320990 4033 -1 -0.02%
32 Blackstone Inc. $268288 3373 +3373 NEW BUY
33 Us Bancorp \De\ $118276 1487 +118 +8.62%
34 First Horizon Corp $4534 57 +57 NEW BUY
35 Zions Bancorporation, National Association /Ut/ $1670 21 +21 NEW BUY
36 Amalgamated Financial Corp. $931 23405 +23405 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.