SEC 13F Intelligence

CHEESECAKE FACTORY INC

CUSIP 163072AA9

Cheesecake Factory Inc has 33 institutional holders in Filings Flow’s 13F database, together reporting 69.08M shares worth $65M as of Q1 2026. The largest reported holders are Mackay Shields LLC, Jpmorgan Chase & Co, and Deepcurrents Investment Group LLC.

Institutional Holders
33
Q1 2026
Reported Value
$65M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 42Q2 ’21Q4 ’21: 33Q4 ’21Q4 ’22: 52Q4 ’22Q4 ’25: 34Q4 ’25Q1 ’26: 33Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $7.8BQ2 ’21Q4 ’21: $2.2BQ4 ’21Q4 ’22: $186MQ4 ’22Q4 ’25: $60MQ4 ’25Q1 ’26: $65MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
MACKAY SHIELDS LLC$2.7B AUM0.56%$15M15.39MQ1 2026OLDER
Pinnacle Holdings, LLC$309M AUM0.56%$2M1.74MQ1 2026OLDER
DeepCurrents Investment Group LLC$3.1B AUM0.30%$9M9.49MQ1 2026OLDER
SOROS FUND MANAGEMENT LLC$9.1B AUM0.10%$9M9.00MQ1 2026OLDER
ADVENT CAPITAL MANAGEMENT /DE/$3.6B AUM0.07%$3M3.19MQ3 2025OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.03%$2M2.17MQ1 2026OLDER
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.03%$2M25.0KQ3 2025OLDER
CSS LLC/IL$2.1B AUM0.02%$476,903479.0KQ1 2026OLDER
Traub Capital Management LLC$101M AUM0.01%$10,83611.0KQ1 2026OLDER
Sonora Investment Management Group, LLC$1.4B AUM0.01%$148,696150.0KQ3 2025OLDER
Balboa Wealth Partners$596M AUM0.00%$29,63730.0KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$1M11.0KQ3 2025OLDER
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$58.4B AUM0.00%$2M1.75MQ1 2026OLDER
OPPENHEIMER ASSET MANAGEMENT INC.$8.8B AUM0.00%$183,024186.0KQ1 2026OLDER
MACQUARIE GROUP LTD$16.8B AUM0.00%$2M1.75MQ3 2025OLDER
SFMG, LLC$1.5B AUM0.00%$22,72223.0KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$1M1.50MQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$980,345984.0KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$14M14.35MQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2M1.72MQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$2M1.80MQ3 2025OLDER
Sowell Financial Services LLC$2.7B AUM0.00%$19,68020.0KQ1 2026OLDER
STEPHENS INC /AR/$8.0B AUM0.00%$58,05659.0KQ1 2026OLDER
INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM0.00%$9,92310.0KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$4M4.17MQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M2.04MQ2 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$19,75820.0KQ1 2026OLDER
PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM0.00%$9,94210.0KQ3 2025OLDER
CoreCap Advisors, LLC$3.4B AUM0.00%$4,8915.0KQ4 2025OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$177,120180.0KQ1 2026OLDER
Focus Partners Wealth$89.9B AUM0.00%$133,517135.0KQ1 2026OLDER
Jefferies Financial Group Inc.$14.6B AUM0.00%$20,68521.0KQ1 2026OLDER
BANK OF MONTREAL /CAN/$268.5B AUM0.00%$165,968168.0KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$19,68020.0KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$32,6353.30MQ1 2026OLDER
Neuberger Berman Group LLC$131.4B AUM0.00%$49,61550.0KQ3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$6,8887.0KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$11,87712.0KQ3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$24,56325.0KQ1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$5,9046.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$44,28045.0KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$19,68020.0KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$10,00010.0KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$9,85710.0KQ4 2025OLDER
BARCLAYS PLC$416.3B AUM0.00%$1,0001.0KQ4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.