Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST)

Historical Holders from Q4 2024 to Q3 2025

Type / Class
Equity / Common Stock, par value $0.0001 per share
Symbol
IPST on Nasdaq
Shares outstanding
24,107,304
Price per share
$0.8208
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
4,831,373
Total reported value
$3,248,428
% of total 13F portfolios
0%
Share change
+4,420,089
Value change
+$2,919,452
Avg buy value change
+0%
Avg sell value change
0%
Number of holders
18
Price from insider filings
$0.000100
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
As of 30 Sep 2025, Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) has 18 institutional shareholders filing 13F forms. They hold 4,831,373 shares. of 24,107,304 outstanding shares (20%) .

Top 21 institutional shareholders own 20% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Polar Asset Management Partners Inc. 14% 3,309,615 0.04% $2,000,000
CIBC Private Wealth Group LLC 1.8% 440,000 0% $361,152
VANGUARD GROUP INC 1.3% 321,581 0% $264,018
MORGAN STANLEY 0.76% 184,160 +24% 0% $151,159
GEODE CAPITAL MANAGEMENT, LLC 0.62% 148,589 +638% 0% $121,961
XTX Topco Ltd 0.39% 94,684 +186% 0% $77,717
HRT FINANCIAL LP 0.38% 92,097 +470% 0% $75,000
Wealth Preservation Advisors, LLC 0.22% 52,500 0% 0.03% $43,092
NORTHERN TRUST CORP 0.2% 47,733 0% $39,179
Mattern Wealth Management LLC 0.18% 44,255 0% 0.01% $36,325
Virtu Financial LLC 0.18% 43,985 +75% 0% $36,000
TWO SIGMA SECURITIES, LLC 0.13% 31,171 +48% 0% $25,585
Sowell Financial Services LLC 0.04% 10,000 0% 0% $8,208
UBS Group AG 0.01% 3,526 -78% 0% $2,895
IFP Advisors, Inc 0.01% 3,000 0% 0% $2,462
Newbridge Financial Services Group, Inc. 0.01% 2,500 0% $2,052
Tower Research Capital LLC (TRC) 0.01% 1,697 +817% 0% $1,393
BANK OF AMERICA CORP /DE/ 0% 280 +103% 0% $230
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0
HARBOUR INVESTMENTS, INC. 0% 0 -100% $0
CITADEL ADVISORS LLC 0% 0 -100% $0

Institutional Holders of Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 4,831,373 $3,248,428 +$2,919,452 82.08% 18
2025 Q2 411,284 $166,579 +$11,703 40.7% 16
2025 Q1 380,534 $191,028 -$906,619 50.2% 12
2024 Q4 667,530 $1,147,898 +$1,147,683 172% 10