Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / Common Stock, par value $0.0001 per share
-
Shares outstanding
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24.1M
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Number of holders
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16
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Total 13F shares, excl. options
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411K
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Shares change
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+30.8K
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Total reported value, excl. options
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$167K
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Value change
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+$11.7K
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Number of buys
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8
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Number of sells
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-3
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Price
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$0.41
Significant Holders of Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) as of Q2 2025
16 filings reported holding IPST - Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share as of Q2 2025.
Heritage Distilling Holding Company, Inc. - Common Stock, par value $0.0001 per share (IPST) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 411K shares
of 24.1M outstanding shares and own 1.71% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (149K shares), Wealth Preservation Advisors, LLC (52.5K shares), Mattern Wealth Management LLC (44.3K shares), XTX Topco Ltd (33.1K shares), Virtu Financial LLC (25.2K shares), TWO SIGMA SECURITIES, LLC (21K shares), GEODE CAPITAL MANAGEMENT, LLC (20.1K shares), CITADEL ADVISORS LLC (17.8K shares), UBS Group AG (16.3K shares), and HRT FINANCIAL LP (16.2K shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.