Institutional Ownership Cheesecake Factory Inc (CAKE)
This table provides information about the institutional ownership of Cheesecake Factory Inc (CAKE). We have compiled data on the 304 institutions that hold shares in the stock, with a total of 46.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
400
shares
|
$20,612
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
370
shares
|
$19,066
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
322
shares
|
$16,592
0.0% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
278
shares
|
$14,325
0.0% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
270
shares
|
$13,913
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
251
shares
|
$12,934
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
240
shares
|
$12,367
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
239
shares
|
$12,315
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
208
shares
|
$10,718
0.0% of portfolio
|
Q2 2022
Reduced 23.25%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
201
shares
|
$10,357
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
200
shares
|
$10,306
0.0% of portfolio
|
Q4 2020
Reduced 33.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$10,306
0.0% of portfolio
|
Q1 2024
Added 506.06%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
200
shares
|
$10,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
174
shares
|
$8,966
0.0% of portfolio
|
Q1 2023
Reduced 36.73%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
166
shares
|
$8,553
0.0% of portfolio
|
Q4 2022
Reduced 2.35%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
159
shares
|
$8,193
0.0% of portfolio
|
Q4 2024
Added 783.33%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
156
shares
|
$8,038
0.01% of portfolio
|
Q3 2024
Reduced 67.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
150
shares
|
$7,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
147
shares
|
$7,574
0.0% of portfolio
|
Q3 2024
Added 126.15%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
105
shares
|
$5,410
0.0% of portfolio
|
Q3 2024
Reduced 94.23%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$5,153
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
94
shares
|
$4,843
0.0% of portfolio
|
Q3 2024
Added 51.61%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
90
shares
|
$4,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
82
shares
|
$4,225
0.0% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
71
shares
|
$3,658
0.0% of portfolio
|
Q3 2023
Reduced 33.02%
|