Stock ownership · SEC 13F · Q1 2024

CARROLS RESTAURANT GROUP INC

Institutional ownership of CARROLS RESTAURANT GROUP INC (CUSIP 14574X104) - who holds it, how concentrated it is, and what moved last quarter.

$698K
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $698K of CARROLS RESTAURANT GROUP INC positions as of Q1 2024, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$698K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q1 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 14574X104 · Q1 2024 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-SHORT

  • VALUE-TRACE $0.7M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - CARROLS RESTAURANT GROUP INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Boston Partners 44,717 $425K 60.9%
2 Cetera Investment Advisers 28,695 $273K 39.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CARROLS RESTAURANT GROUP INC's reported holders for Q1 2024, by reported value:

Shared-defined discretion (DFND)
60.9%
Sole discretion (SOLE)
39.1%

Frequently Asked Questions

How many institutions hold CARROLS RESTAURANT GROUP INC?▼
CARROLS RESTAURANT GROUP INC is held by 2 institutional investors per the latest SEC Form 13F filings as of Q1 2024.
What is the total institutional value of CARROLS RESTAURANT GROUP INC?▼
Institutions report $698K of CARROLS RESTAURANT GROUP INC as of Q1 2024.
How concentrated is ownership of CARROLS RESTAURANT GROUP INC?▼
The top five institutional holders account for 100% of the reported institutional value in CARROLS RESTAURANT GROUP INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of CARROLS RESTAURANT GROUP INC?▼
Boston Partners is the largest reported holder of CARROLS RESTAURANT GROUP INC with $425K across 44,717 shares as of Q1 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.