The Cheesecake FactoryCAKE

13F holders, Q1 2025 (March 31)
316holders +19
61new positions
44sold out
8famous investors
$48.67avg. 13F price*

At the end of Q1 2025, 316 institutions reported holding The Cheesecake Factory Inc. (CAKE) in their 13F filings, up 19 from Q4 2024. 61 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($353.2M), Vanguard Group Inc. ($262.8M) and Wellington Management Group LLP ($148.2M). 8 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Lee Ainslie (0.0% of Maverick Capital's portfolio).

Company
The Cheesecake Factory Inc.
CUSIP
163072101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 259Q1 2024Q2 2024: 260Q2 2024Q3 2024: 273Q3 2024Q4 2024: 297Q4 2024Q1 2025: 316Q1 2025Q2 2025: 318Q2 2025Q3 2025: 326Q3 2025Q4 2025: 310Q4 2025Q1 2026: 333Q1 2026Q2 2026: 343Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions61$206.8M
Exits44$127.1M

All 13F filers, Q4 2024 → Q1 2025: 9,950,501 shares bought and 5,970,591 shares sold, net +3,979,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 316 holders

BlackRock, Inc. 0.01% Reduce -2.0% 7,257,656 $353.2M
Vanguard Group Inc. 0.00% Reduce -0.8% 5,401,539 $262.8M
Wellington Management Group LLP 0.03% Add +156.7% 3,045,705 $148.2M
Kayne Anderson Rudnick Investment Management LLC 0.32% Add +0.2% 2,695,031 $131.1M
Earnest Partners LLC 0.62% Reduce -1.9% 2,676,024 $130.2M
Invesco Ltd. 0.02% Add +83.5% 2,591,205 $126.1M
State Street Corp. 0.00% Reduce -4.2% 1,854,769 $90.3M
Baron Capital (BAMCO) 0.26% Reduce -10.0% 1,800,000 $87.6M
Victory Capital Management Inc. 0.09% Add +64.1% 1,766,131 $85.9M
American Century Companies Inc. 0.05% Add +17.7% 1,604,626 $78.1M
Westwood Holdings Group Inc. 0.58% New 1,557,637 $75.8M
Dimensional Fund Advisors LP 0.01% Reduce -1.8% 1,221,255 $59.4M
Hennessy Advisors Inc. 1.96% Reduce -8.9% 1,211,900 $59.0M
Geode Capital Management, LLC 0.00% Add +2.7% 1,145,239 $55.7M
Driehaus Capital Management LLC 0.46% New 980,682 $47.7M
UBS Group AG 0.01% Add +6.7% 917,741 $44.7M
Frontier Capital Management Co. LLC 0.46% Reduce -0.8% 861,455 $41.9M
Bank of New York Mellon Corp 0.01% Reduce -25.7% 822,029 $40.0M
Voloridge Investment Management, LLC 0.12% Add +35.7% 664,299 $32.3M
Palisade Capital Management, LP 0.99% Reduce -0.9% 620,920 $30.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.3% 610,762 $29.7M
Morgan Stanley 0.00% Reduce -12.9% 552,286 $26.9M
Northern Trust Corp. 0.00% Reduce -0.8% 534,150 $26.0M
Goldman Sachs Group Inc. 0.00% Reduce -12.9% 519,869 $25.3M
Natixis Advisors, LLC 0.05% Reduce -0.9% 508,962 $24.8M
William Blair Investment Management, LLC 0.06% Reduce -22.7% 431,732 $21.0M
Wells Fargo & Company 0.01% Reduce -0.8% 423,501 $20.6M
Envestnet Asset Management Inc. 0.01% Reduce -3.0% 421,551 $20.5M
Millennium Management 0.02% Add +1575.7% 403,548 $19.6M
Ameriprise Financial Inc. 0.00% Reduce -2.3% 344,466 $16.8M
GAMCO Investors 0.18% No change 327,200 $15.9M
Ruffer LLP 0.59% Add +58.0% 313,046 $15.2M
Fisher Asset Management 0.01% Reduce -30.0% 288,428 $14.0M
Principal Financial Group Inc. 0.01% Add +2.3% 274,877 $13.4M
Gagnon Securities LLC 2.75% Add +18.0% 257,328 $12.5M
Trexquant Investment LP 0.14% Add +74.4% 245,413 $11.9M
Royal Bank of Canada 0.00% Add +21.2% 239,263 $11.6M
Sei Investments Co. 0.01% Add +799.9% 221,683 $10.8M
New York State Common Retirement Fund 0.02% Add +9.7% 219,581 $10.7M
First Eagle Investment Management, LLC 0.02% Reduce -42.5% 207,418 $10.1M
Leeward Investments, LLC - MA 0.46% Reduce -16.1% 179,431 $8.7M
Squarepoint Ops LLC 0.02% New 160,283 $7.8M
Macquarie Group Ltd. 0.01% New 158,504 $7.7M
Public Sector Pension Investment Board 0.03% Add +27.1% 148,961 $7.2M
Nicholas Investment Partners, LP 0.80% New 141,338 $6.9M
Two Sigma Investments, LP 0.02% Reduce -25.8% 139,833 $6.8M
Rhumbline Advisers 0.01% Add +0.5% 134,328 $6.5M
Connor, Clark & Lunn Investment Management Ltd. 0.03% New 133,153 $6.5M
Legal & General Group Plc 0.00% Reduce -3.6% 129,923 $6.3M
Nuveen, LLC 0.00% — 124,569 $6.1M
Thrivent Financial for Lutherans 0.01% Reduce -65.2% 118,465 $5.8M
Allspring Global Investments Holdings, LLC 0.01% New 109,295 $5.6M
Hudson Bay Capital Management LP 0.04% Reduce -45.8% 112,278 $5.5M
Bank of America Corp. 0.00% Add +138.3% 111,093 $5.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.5% 109,800 $5.3M
First Trust Advisors LP 0.00% Add +17.3% 106,694 $5.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 98,400 $4.8M
Cannell & Spears LLC 0.10% New 95,585 $4.7M
Swiss National Bank 0.00% Reduce -1.2% 94,000 $4.6M
Woodline Partners LP 0.03% Add +30.9% 92,664 $4.5M
Fred Alger Management, LLC 0.03% Reduce -40.5% 90,393 $4.4M
AXA S.A. 0.01% Reduce -30.3% 89,946 $4.4M
Lazard Asset Management LLC 0.01% Add +79.1% 85,946 $4.2M
Global IMC LLC 1.11% New 83,624 $4.1M
New York State Teachers Retirement System 0.01% Reduce -0.6% 77,160 $3.8M
Barclays PLC 0.00% Reduce -20.5% 77,067 $3.8M
Nebula Research & Development LLC 0.33% New 74,193 $3.6M
Citigroup Inc. 0.00% Add +2.9% 70,073 $3.4M
1492 Capital Management LLC 1.80% Reduce -2.5% 68,362 $3.3M
Rockefeller Capital Management L.P. 0.01% Reduce -41.3% 67,660 $3.3M
Greenland Capital Management LP 0.57% Add +31.4% 66,662 $3.2M
Informed Momentum Co LLC 0.52% New 62,121 $3.0M
Stifel Financial Corp. 0.00% Reduce -22.3% 59,465 $2.9M
Susquehanna International Group, LLP 0.00% Add +161.4% 58,972 $2.9M
Aquatic Capital Management LLC 0.07% Add +282.0% 57,236 $2.8M
Landscape Capital Management, L.L.C. 0.25% New 57,160 $2.8M
Knights of Columbus Asset Advisors LLC 0.19% Add +2.1% 56,080 $2.7M
Edgestream Partners, L.P. 0.09% Reduce -21.9% 56,080 $2.7M
Citadel Advisors 0.00% Reduce -50.2% 52,220 $2.5M
Lisanti Capital Growth, LLC 0.72% New 49,800 $2.4M
Alliancebernstein L.P. 0.00% Reduce -0.2% 49,604 $2.4M
Cetera Investment Advisers 0.00% Add +48.9% 49,562 $2.4M
Prudential Financial Inc. 0.00% Add +0.2% 49,277 $2.4M
Nomura Holdings Inc. 0.01% New 48,673 $2.4M
JPMorgan Chase & Co. 0.00% Reduce -72.9% 47,964 $2.3M
Norges Bank 0.00% Reduce -66.4% 46,157 $2.2M
California State Teachers Retirement System 0.00% Reduce -1.9% 44,324 $2.2M
South Dakota Investment Council 0.04% Add +31.1% 43,879 $2.1M
Oppenheimer Asset Management Inc. 0.03% Reduce -1.4% 43,566 $2.1M
Long Road Investment Counsel, LLC 0.82% Add +1.0% 43,550 $2.1M
Oliver Luxxe Assets LLC 0.38% New 42,206 $2.1M
Intech Investment Management LLC 0.02% Add +57.8% 41,870 $2.0M
Pathstone Holdings, LLC 0.01% Add +0.0% 41,477 $2.0M
Cerity Partners LLC 0.00% Add +520.3% 40,888 $2.0M
HighTower Advisors, LLC 0.00% Reduce -1.3% 40,127 $2.0M
CANADA LIFE ASSURANCE Co 0.00% Reduce -11.8% 39,716 $1.9M
LPL Financial LLC 0.00% Add +13.8% 38,646 $1.9M
Public Employees Retirement System of Ohio 0.01% Add +6807.4% 38,336 $1.9M
Tabor Asset Management, LP 1.48% Add +46.9% 37,837 $1.8M
DAVENPORT & Co LLC 0.01% Reduce -1.0% 37,809 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 37,676 $1.8M
Deutsche Bank AG 0.00% Reduce -8.4% 37,087 $1.8M
AQR Capital Management 0.00% Reduce -25.4% 35,303 $1.7M
State of New Jersey Common Pension Fund D 0.01% New 35,128 $1.7M
PDT Partners, LLC 0.12% New 34,473 $1.7M
Corient Private Wealth LP 0.00% Reduce -0.5% 33,814 $1.6M
Headlands Technologies LLC 0.19% Add +50.6% 33,703 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +2.6% 33,630 $1.6M
Quantbot Technologies LP 0.05% Reduce -15.9% 32,835 $1.6M
Jane Street Group, LLC 0.00% Add +167.3% 32,549 $1.6M
Brevan Howard Capital Management LP 0.04% New 28,753 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.6% 28,742 $1.4M
MetLife Investment Management, LLC 0.01% Reduce -3.1% 28,536 $1.4M
Delphi Management Inc. 1.40% Reduce -13.9% 28,278 $1.4M
Maverick Capital 0.02% Add +217.4% 27,894 $1.4M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% — 27,600 $1.3M
Hussman Strategic Advisors, Inc. 0.32% Add +62.5% 27,300 $1.3M
Raymond James Financial Inc. 0.00% Reduce -79.3% 26,924 $1.3M
Illinois Municipal Retirement Fund 0.02% Add +5.8% 26,648 $1.3M
Legato Capital Management LLC 0.17% New 26,511 $1.3M
Comerica Bank 0.01% Add +5.2% 26,051 $1.3M
State of Alaska, Department of Revenue 0.01% Reduce -2.5% 26,019 $1.3M
Manufacturers Life Insurance Company, The 0.00% Add +3.3% 25,942 $1.3M
Aviance Capital Partners, LLC 0.18% Add +23.3% 25,751 $1.3M
Voya Investment Management LLC 0.00% Reduce -14.3% 25,493 $1.2M
Corebridge Financial, Inc. 0.01% Reduce -1.9% 25,170 $1.2M
Verition Fund Management LLC 0.01% Reduce -92.6% 24,969 $1.2M
Russell Investments Group, Ltd. 0.00% Reduce -36.2% 24,504 $1.2M
Inspire Investing, LLC 0.14% Add +156.2% 24,406 $1.2M
Avior Wealth Management, LLC 0.04% No change 22,187 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -2.6% 22,100 $1.1M
Picton Mahoney Asset Management 0.04% Add +70748.4% 21,963 $1.1M
Bank of Montreal 0.00% Reduce -10.4% 21,422 $1.0M
Schroder Investment Management Group 0.00% New 20,685 $1.0M
Janus Henderson Group PLC 0.00% No change 20,562 $1.0M
TD Waterhouse Canada Inc. 0.01% New 19,577 $995K
SummitTX Capital, L.P. 0.04% — 19,389 $943K
Los Angeles Capital Management LLC 0.00% Reduce -5.4% 19,275 $938K
State of Wisconsin Investment Board 0.00% Reduce -39.6% 19,095 $929K
Amundi 0.00% Reduce -16.8% 19,656 $920K
Tidal Investments LLC 0.01% Add +9.2% 18,673 $909K
Occudo Quantitative Strategies LP 0.12% New 18,152 $902K
State of Tennessee, Department of Treasury 0.00% Reduce -17.8% 18,213 $886K
Walleye Trading LLC 0.02% New 17,239 $839K
Bridgefront Capital, LLC 0.24% Reduce -15.8% 17,176 $836K
Gsa Capital Partners LLP 0.07% New 16,548 $805K
Centiva Capital, LP 0.05% Add +244.5% 16,347 $795K
Teachers Retirement System of the State of Kentucky 0.01% No change 15,742 $766K
Premier Fund Managers Ltd 0.03% No change 15,045 $747K
Gabelli Funds LLC 0.01% No change 15,000 $730K
Prelude Capital Management, LLC 0.07% Reduce -12.7% 14,667 $714K
Optimize Financial Inc. 0.26% New 14,337 $698K
Arizona State Retirement System 0.00% Reduce -0.8% 13,904 $677K
State Board of Administration of Florida Retirement System 0.00% Reduce -4.6% 13,855 $674K
Maryland State Retirement & Pension System 0.02% Reduce -13.3% 13,702 $667K
Marshall Wace, LLP 0.00% Add +23.7% 13,691 $666K
Amalgamated Bank 0.01% Reduce -3.6% 13,401 $652K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.0% 13,121 $638K
Connable Office Inc. 0.07% No change 12,940 $630K
Schonfeld Strategic Advisors LLC 0.00% Reduce -95.6% 12,664 $616K
Yousif Capital Management, LLC 0.01% Reduce -3.5% 12,548 $611K
Integrated Investment Consultants, LLC 0.12% Reduce -1.4% 12,280 $598K
Elevation Point Wealth Partners, LLC 0.05% Add +15.7% 12,267 $597K
PNC Financial Services Group, Inc. 0.00% Add +8.3% 11,440 $557K
Versor Investments LP 0.09% Reduce -50.0% 11,365 $553K
ProShare Advisors LLC 0.00% Reduce -21.9% 11,344 $552K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +12.1% 11,237 $547K
Gotham Asset Management 0.00% New 11,023 $536K
Oregon Public Employees Retirement Fund 0.01% Reduce -2.6% 10,787 $525K
Harbor Capital Advisors, Inc. 0.02% Reduce -53.0% 10,770 $524K
Cibc World Markets Corp. 0.00% Add +137.1% 10,713 $521K
Pacific Ridge Capital Partners, LLC 0.14% Reduce -0.9% 10,677 $520K
EntryPoint Capital, LLC 0.24% New 10,623 $517K
Advisors Preferred, LLC 0.07% New 10,136 $516K
Banque Pictet & Cie SA 0.01% New 10,572 $514K
Creative Planning 0.00% Add +4.4% 10,521 $512K
Police & Firemen's Retirement System of New Jersey 0.01% No change 10,419 $507K
Lido Advisors, LLC 0.00% Reduce -10.1% 9,717 $473K
BNP Paribas Financial Markets 0.00% Reduce -21.3% 9,546 $465K
Jeppson Wealth Management, LLC 0.17% Add +0.1% 9,458 $460K
Quadrant Capital Group LLC 0.02% Add +594.7% 9,420 $458K
KLP Kapitalforvaltning As 0.00% Reduce -11.7% 9,100 $443K
Atria Investments, Inc 0.01% Reduce -1.4% 8,912 $434K
Two Sigma Advisers, LP 0.00% New 8,800 $428K
Future Fund LLC 0.54% New 8,610 $419K
Danske Bank A/S 0.00% Reduce -73.6% 8,158 $397K
Truist Financial Corp. 0.00% Reduce -3.0% 7,802 $380K
Fieldview Capital Management, LLC 0.05% New 7,743 $377K
Bridges Investment Management Inc. 0.01% Add +4.0% 7,677 $374K
FMR LLC 0.00% Add +13.4% 7,621 $371K
Wealth Enhancement Advisory Services, LLC 0.00% Add +5.9% 7,465 $363K
Kestra Advisory Services, LLC 0.00% Reduce -1.0% 7,359 $358K
Redhawk Wealth Advisors, Inc. 0.05% New 7,330 $357K
Keybank National Association 0.00% New 7,311 $356K
Teacher Retirement System of Texas 0.00% New 7,087 $345K
Glenmede Trust Co. NA 0.00% Add +1.4% 7,053 $343K
Commonwealth Equity Services, LLC 0.00% Reduce -6.5% 7,018 $342K
Pictet Asset Management Holding SA 0.00% No change 6,938 $338K
Mutual of America Capital Management LLC 0.00% Reduce -3.9% 6,838 $333K
AlphaQuest LLC 0.04% New 6,750 $328K
HSBC Holdings PLC 0.00% Reduce -0.2% 6,730 $325K
Janney Montgomery Scott LLC 0.00% Add +16.7% 6,645 $323K
Captrust Financial Advisors 0.00% Add +5.2% 6,630 $323K
&partners 0.00% Add +22.5% 6,484 $322K
Bantamac Capital, LLC 0.15% New 6,545 $318K
Sowell Financial Services LLC 0.01% New 6,448 $314K
CreativeOne Wealth, LLC 0.01% New 6,426 $313K
Public Employees Retirement Association of Colorado 0.00% No change 6,410 $312K
Boothbay Fund Management, LLC 0.01% Reduce -13.9% 6,350 $309K
Wedbush Securities Inc. 0.01% Reduce -1.4% 6,272 $305K
MML Investors Services, LLC 0.00% Add +3.5% 6,234 $303K
Clearstead Advisors, LLC 0.00% Add +17.0% 6,147 $299K
Foundry Partners, LLC 0.02% New 6,140 $299K
Two Sigma Securities, LLC 0.04% New 5,639 $274K
Praxis Investment Management Inc. 0.02% Reduce -6.1% 5,550 $270K
State of Wyoming 0.04% Reduce -33.2% 5,484 $267K
Choreo, LLC 0.00% Add +17.7% 5,338 $260K
Mariner, LLC 0.00% Add +17.7% 5,285 $257K
Wealth Alliance, LLC 0.03% Reduce -2.5% 5,191 $253K
Blair William & Co. 0.00% Reduce -10.4% 5,173 $252K
Aster Capital Management (DIFC) Ltd 0.05% New 4,568 $247K
Ameritas Investment Partners, Inc. 0.01% No change 5,051 $246K
Contravisory Investment Management, Inc. 0.05% Add +1064.7% 4,950 $241K
Franklin Resources Inc. 0.00% New 4,626 $225K
Neuberger Berman Group LLC 0.00% New 4,434 $216K
Jefferies Financial Group Inc. 0.00% New 4,340 $211K
Moran Wealth Management, LLC 0.01% Reduce -2.5% 4,279 $208K
O'shaughnessy Asset Management, LLC 0.00% New 4,260 $207K
Evergreen Capital Management LLC 0.01% New 4,175 $203K
Jones Financial Companies LLLP 0.00% Add +0.3% 3,564 $177K
AdvisorShares Investments LLC 0.03% No change 3,335 $170K
Smartleaf Asset Management LLC 0.02% Add +24.4% 3,268 $162K
US Bancorp \de 0.00% Add +88.7% 2,651 $129K
Osaic Holdings, Inc. 0.00% Add +10.2% 2,499 $122K
KBC Group NV 0.00% No change 2,321 $113K
Huntington National Bank 0.00% Reduce -2.3% 2,001 $97K
GAMMA Investing LLC 0.01% Add +10.9% 1,614 $79K
Bayforest Capital Ltd 0.03% New 1,479 $72K
Federation des caisses Desjardins du Quebec 0.00% Add +33.3% 1,333 $65K
Walleye Capital LLC 0.00% Reduce -67.7% 1,297 $63K
SBI Securities Co., Ltd. 0.00% Add +38.5% 1,244 $61K
DekaBank Deutsche Girozentrale 0.00% No change 1,192 $58K
Tower Research Capital LLC (TRC) 0.00% Reduce -80.8% 1,157 $56K
Nisa Investment Advisors, LLC 0.00% Add +4.5% 1,010 $49K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.6% 1,010 $49K
Centerpoint Advisors, LLC 0.02% No change 1,012 $49K
USA Financial Formulas 0.01% New 1,005 $49K
Cwm, LLC 0.00% Add +4.3% 978 $48K
Versant Capital Management, Inc 0.01% No change 616 $30K
Signaturefd, LLC 0.00% Reduce -6.8% 612 $30K
Golden State Wealth Management, LLC 0.00% No change 530 $26K
EverSource Wealth Advisors, LLC 0.00% Add +9.1% 490 $24K
Allworth Financial LP 0.00% Add +2.2% 462 $23K
Physician Wealth Advisors, Inc. 0.00% No change 477 $23K
Parkside Financial Bank & Trust 0.00% Add +22.0% 454 $22K
Bessemer Group Inc. 0.00% Reduce -21.6% 454 $22K
Harbor Investment Advisory, LLC 0.00% No change 418 $20K
Tortoise Investment Management, LLC 0.00% No change 400 $19K
Parallel Advisors, LLC 0.00% Add +0.5% 373 $18K
Fifth Third Bancorp 0.00% Add +33.8% 372 $18K
Tsfg, LLC 0.00% Add +75.0% 350 $17K
Farther Finance Advisors, LLC 0.00% Add +1390.9% 328 $17K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 339 $16K
UMB Bank, n.a. 0.00% Add +121.1% 325 $16K
Lanark Financial, Inc. 0.00% — 312 $15K
Studio Investment Management LLC 0.00% Reduce -45.3% 296 $14K
Coldstream Capital Management Inc. 0.00% New 291 $14K
Arax Advisory Partners 0.00% Add +274.6% 266 $13K
Lindbrook Capital, LLC 0.00% Add +3.6% 260 $13K
CIBC Private Wealth Group LLC 0.00% Add +75.3% 277 $12K
Whittier Trust Co. 0.00% Reduce -44.2% 240 $12K
Pacific Center for Financial Services 0.00% No change 239 $12K
Bogart Wealth, LLC 0.00% No change 201 $10K
Rise Advisors, LLC 0.00% Reduce -59.3% 178 $9K
Whittier Trust Co. of Nevada Inc. 0.00% No change 174 $8K
Optiver Holding B.V. 0.00% New 168 $8K
Bank & Trust Co 0.01% No change 156 $8K
Brooklyn Investment Group 0.00% New 145 $7K
Brown Brothers Harriman & Co. 0.00% Reduce -50.0% 135 $7K
Steward Partners Investment Advisory, LLC 0.00% No change 126 $6K
CoreCap Advisors, LLC 0.00% Add +500.0% 120 $6K
Vermillion & White Wealth Management Group, LLC 0.00% No change 100 $5K
Geneos Wealth Management Inc. 0.00% New 86 $4K
Rothschild Investment LLC 0.00% Add +30.8% 85 $4K
TD Capital Management LLC 0.00% Add +1.4% 74 $4K
Carolinas Wealth Consulting LLC 0.00% No change 73 $4K
MPWM Advisory Solutions, LLC 0.00% No change 69 $3K
Anchor Investment Management, LLC 0.00% No change 68 $3K
Caitong International Asset Management Co., Ltd 0.00% New 65 $3K
Principal Securities, Inc. 0.00% No change 66 $3K
Bell Investment Advisors, Inc 0.00% No change 59 $3K
First Horizon Advisors, Inc. 0.00% Reduce -37.4% 57 $3K
Sterling Capital Management LLC 0.00% No change 51 $2K
LRI Investments, LLC 0.00% No change 50 $2K
MAI Capital Management 0.00% No change 44 $2K
WPG Advisers, LLC 0.00% Add +176.9% 36 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -14.3% 30 $1K
Aspect Partners, LLC 0.00% New 27 $1K
Bare Financial Services, Inc 0.00% New 24 $1K
Stephens Consulting, LLC 0.00% New 20 $974
IAG Wealth Partners, LLC 0.00% Reduce -90.9% 16 $779
Perkins Coie Trust Co 0.00% New 13 $632
POM Investment Strategies, LLC 0.00% No change 10 $487
MassMutual Private Wealth & Trust, FSB 0.00% No change 10 $487
JFS Wealth Advisors, LLC 0.00% No change 9 $438
Larson Financial Group LLC 0.00% No change 9 $438
Wolff Wiese Magana LLC 0.00% No change 4 $202
Global Financial Private Client, LLC 0.00% Add +300.0% 4 $195
SJS Investment Consulting Inc. 0.00% No change 4 $195
IFP Advisors, Inc 0.00% No change 3 $146
TD Private Client Wealth LLC 0.00% Reduce -66.7% 1 $49
Rialto Wealth Management, LLC 0.00% Reduce -98.7% 1 $49
HFM Investment Advisors, LLC 0.00% — 1 $49
Hantz Financial Services, Inc. 0.00% New 6 $0
Hemington Wealth Management 0.00% Add +160.0% 13 $0
Covestor Ltd 0.00% No change 3 $0

"% of holder's portfolio" is CAKE's weight in each manager's 13F, not the share of The Cheesecake Factory Inc. the manager owns.