Cheesecake Factory (the)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Mackay Shields LLC

DECREASED

Shares15,388,000 from 15,451,000

Change-63,000 (0%)

Value$15.2M (-$100.2K)

Filed 2026-04-27

JPMorgan Chase & Co

DECREASED

Shares14,346,000 from 15,342,000

Change-996,000 (-6%)

Value$14.1M (-$894.4K)

Filed 2026-05-13

DeepCurrents Investment Group LLC

UNCHANGED

Shares9,491,000 from 9,491,000

Change0 (0%)

Value$9.4M (+$65.8K)

Filed 2026-05-15

Soros Fund Management LLC

NEW

Shares9,000,000

Change+9,000,000

Value$8.9M

Filed 2026-05-15

Goldman Sachs Group Inc

UNCHANGED

Shares4,172,000 from 4,172,000

Change0 (0%)

Value$4.1M (-$7.1K)

Filed 2026-05-15

Lazard Asset Management LLC

DECREASED

Shares3,304,000 from 8,029,000

Change-4,725,000 (-59%)

Value$32.6K (-$46.9K)

Filed 2026-05-15

Oaktree Capital Management LP

INCREASED

Shares2,173,000 from 1,960,000

Change+213,000 (+11%)

Value$2.1M (+$204.6K)

Filed 2026-05-20

Wells Fargo & Company

DECREASED

Shares2,035,000 from 2,054,000

Change-19,000 (-1%)

Value$2.0M (-$7.1K)

Filed 2026-07-08

Nomura Asset Management International Inc.

UNCHANGED

Shares1,750,000 from 1,750,000

Change0 (0%)

Value$1.7M (-$5.0K)

Filed 2026-05-15

Pinnacle Holdings, LLC

DECREASED

Shares1,740,000 from 1,745,000

Change-5,000 (0%)

Value$1.7M (+$12.2K)

Filed 2026-05-08

BNP Paribas Financial Markets

DECREASED

Shares1,718,000 from 4,993,000

Change-3,275,000 (-66%)

Value$1.7M (-$3.2M)

Filed 2026-05-12

Marshall Wace, LLP

UNCHANGED

Shares1,500,000 from 1,500,000

Change0 (0%)

Value$1.5M (+$18.8K)

Filed 2026-05-15

Russell Investments Group, Ltd.

INCREASED

Shares984,000 from 864,000

Change+120,000 (+14%)

Value$980.3K (+$131.2K)

Filed 2026-05-08

CSS LLC

INCREASED

Shares479,000 from 374,000

Change+105,000 (+28%)

Value$476.9K (+$108.4K)

Filed 2026-05-15

Oppenheimer Asset Management Inc.

DECREASED

Shares186,000 from 191,000

Change-5,000 (-3%)

Value$183.0K (-$5.2K)

Filed 2026-04-24

SEI Investments Co

UNCHANGED

Shares180,000 from 180,000

Change0 (0%)

Value$177.1K (-$306)

Filed 2026-05-13

Bank of Montreal

UNCHANGED

Shares168,000 from 168,000

Change0 (0%)

Value$166.0K (+$1.4K)

Filed 2026-05-13

Focus Partners Wealth

DECREASED

Shares135,000 from 150,000

Change-15,000 (-10%)

Value$133.5K (-$13.2K)

Filed 2026-05-15

Stephens Inc

UNCHANGED

Shares59,000 from 59,000

Change0 (0%)

Value$58.1K (-$100)

Filed 2026-04-28

UBS Group AG

INCREASED

Shares45,000 from 2,000

Change+43,000 (+2150%)

Value$44.3K (+$42.3K)

Filed 2026-05-05

Balboa Wealth Partners

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$29.6K (+$294)

Filed 2026-04-16

Jones Financial Companies Lllp

NEW

Shares25,000

Change+25,000

Value$24.6K

Filed 2026-05-15

Sfmg, LLC

UNCHANGED

Shares23,000 from 23,000

Change0 (0%)

Value$22.7K (+$226)

Filed 2026-05-12

Jefferies Financial Group Inc.

DECREASED

Shares21,000 from 26,000

Change-5,000 (-19%)

Value$20.7K (-$4.9K)

Filed 2026-05-08

Harbour Investments, Inc.

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.8K (+$196)

Filed 2026-05-15

MML Investors Services, LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.7K (-$34)

Filed 2026-05-04

Raymond James Financial Inc

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.7K (-$34)

Filed 2026-05-14

Sowell Financial Services LLC

UNCHANGED

Shares20,000 from 20,000

Change0 (0%)

Value$19.7K (-$34)

Filed 2026-04-20

Traub Capital Management LLC

UNCHANGED

Shares11,000 from 11,000

Change0 (0%)

Value$10.8K (-$9)

Filed 2026-04-23

Peapack Gladstone Financial Corp

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10 ($0)

Filed 2026-05-15

Royal Bank of Canada

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.0K ($0)

Filed 2026-05-15

Steward Partners Investment Advisory, LLC

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$6.9K (-$12)

Filed 2026-05-08

US Bancorp \de\

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$5.9K (-$10)

Filed 2026-05-15

Bank of America Corp

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$9.9K)

Filed 2026-05-18

CoreCap Advisors, LLC

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$4.9K)

Filed 2026-04-07

	Status
Mackay Shields LLC	DECREASED	15,388,000	15,451,000	-63,000	0%	$15.3M	$15.2M	-$100.2K	2026-04-27
JPMorgan Chase & Co	DECREASED	14,346,000	15,342,000	-996,000	-6%	$15.0M	$14.1M	-$894.4K	2026-05-13
DeepCurrents Investment Group LLC	UNCHANGED	9,491,000	9,491,000	0	0%	$9.4M	$9.4M	+$65.8K	2026-05-15
Soros Fund Management LLC	NEW	9,000,000	—	+9,000,000	—	—	$8.9M	—	2026-05-15
Goldman Sachs Group Inc	UNCHANGED	4,172,000	4,172,000	0	0%	$4.1M	$4.1M	-$7.1K	2026-05-15
Lazard Asset Management LLC	DECREASED	3,304,000	8,029,000	-4,725,000	-59%	$79.5K	$32.6K	-$46.9K	2026-05-15
Oaktree Capital Management LP	INCREASED	2,173,000	1,960,000	+213,000	+11%	$1.9M	$2.1M	+$204.6K	2026-05-20
Wells Fargo & Company	DECREASED	2,035,000	2,054,000	-19,000	-1%	$2.0M	$2.0M	-$7.1K	2026-07-08
Nomura Asset Management International Inc.	UNCHANGED	1,750,000	1,750,000	0	0%	$1.7M	$1.7M	-$5.0K	2026-05-15
Pinnacle Holdings, LLC	DECREASED	1,740,000	1,745,000	-5,000	0%	$1.7M	$1.7M	+$12.2K	2026-05-08
BNP Paribas Financial Markets	DECREASED	1,718,000	4,993,000	-3,275,000	-66%	$4.9M	$1.7M	-$3.2M	2026-05-12
Marshall Wace, LLP	UNCHANGED	1,500,000	1,500,000	0	0%	$1.5M	$1.5M	+$18.8K	2026-05-15
Russell Investments Group, Ltd.	INCREASED	984,000	864,000	+120,000	+14%	$849.2K	$980.3K	+$131.2K	2026-05-08
CSS LLC	INCREASED	479,000	374,000	+105,000	+28%	$368.5K	$476.9K	+$108.4K	2026-05-15
Oppenheimer Asset Management Inc.	DECREASED	186,000	191,000	-5,000	-3%	$188.3K	$183.0K	-$5.2K	2026-04-24
SEI Investments Co	UNCHANGED	180,000	180,000	0	0%	$177.4K	$177.1K	-$306	2026-05-13
Bank of Montreal	UNCHANGED	168,000	168,000	0	0%	$164.6K	$166.0K	+$1.4K	2026-05-13
Focus Partners Wealth	DECREASED	135,000	150,000	-15,000	-10%	$146.7K	$133.5K	-$13.2K	2026-05-15
Stephens Inc	UNCHANGED	59,000	59,000	0	0%	$58.2K	$58.1K	-$100	2026-04-28
UBS Group AG	INCREASED	45,000	2,000	+43,000	+2150%	$2.0K	$44.3K	+$42.3K	2026-05-05
Balboa Wealth Partners	UNCHANGED	30,000	30,000	0	0%	$29.3K	$29.6K	+$294	2026-04-16
Jones Financial Companies Lllp	NEW	25,000	—	+25,000	—	—	$24.6K	—	2026-05-15
Sfmg, LLC	UNCHANGED	23,000	23,000	0	0%	$22.5K	$22.7K	+$226	2026-05-12
Jefferies Financial Group Inc.	DECREASED	21,000	26,000	-5,000	-19%	$25.6K	$20.7K	-$4.9K	2026-05-08
Harbour Investments, Inc.	UNCHANGED	20,000	20,000	0	0%	$19.6K	$19.8K	+$196	2026-05-15
MML Investors Services, LLC	UNCHANGED	20,000	20,000	0	0%	$19.7K	$19.7K	-$34	2026-05-04
Raymond James Financial Inc	UNCHANGED	20,000	20,000	0	0%	$19.7K	$19.7K	-$34	2026-05-14
Sowell Financial Services LLC	UNCHANGED	20,000	20,000	0	0%	$19.7K	$19.7K	-$34	2026-04-20
Traub Capital Management LLC	UNCHANGED	11,000	11,000	0	0%	$10.8K	$10.8K	-$9	2026-04-23
Peapack Gladstone Financial Corp	UNCHANGED	10,000	10,000	0	0%	$10	$10	$0	2026-05-15
Royal Bank of Canada	UNCHANGED	10,000	10,000	0	0%	$10.0K	$10.0K	$0	2026-05-15
Steward Partners Investment Advisory, LLC	UNCHANGED	7,000	7,000	0	0%	$6.9K	$6.9K	-$12	2026-05-08
US Bancorp \de\	UNCHANGED	6,000	6,000	0	0%	$5.9K	$5.9K	-$10	2026-05-15
Bank of America Corp	CLOSED	0	10,000	-10,000	-100%	$9.9K	$0	-$9.9K	2026-05-18
CoreCap Advisors, LLC	CLOSED	0	5,000	-5,000	-100%	$4.9K	$0	-$4.9K	2026-04-07

Showing 35 of 35 institutions