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Heritage Distilling Holding Company, Inc. (IPST) institutional ownership

Latest close $2.31 Jul 21, 2026
Market cap$6.8M 52-week range SectorConsumer Defensive
Funds holding · Q1 2026
17
reported IPST position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
11 buyers · 6 sellers

Heritage Distilling Holding Company, Inc. (IPST) price and institutional activity

Dates

Q1 2026

$0 bought by 11 investors
Citadel Advisors LLCA16z Capital Management, L.L.C. +9 more
$0 sold by 6 investors
VanguardCoinfund Management LLC +4 more
Bought Sold Totals per quarter; hover a bar for the names.

Heritage Distilling Holding Company, Inc. (IPST) institutional activity · 17

Investor Type Est. change Change Δ Own Date
Citadel Advisors LLC New· Q1 2026 +253K Q1 2026
A16z Capital Management, L.L.C. · New
Change +83K Date Q1 2026
A16z Capital Management, L.L.C. New· Q1 2026 +83K Q1 2026
CIBC Bancorp USA Inc. · New
Change +80K Date Q1 2026
CIBC Bancorp USA Inc. New· Q1 2026 +80K Q1 2026
Renaissance Technologies LLC New· Q1 2026 +65K Q1 2026
Geode · Added
Change +59K Date Q1 2026
Geode Added· Q1 2026 +59K Q1 2026
Hrt Financial LP · New
Change +49K Date Q1 2026
Hrt Financial LP New· Q1 2026 +49K Q1 2026
Gsa Capital Partners LLP · New
Change +28K Date Q1 2026
Gsa Capital Partners LLP New· Q1 2026 +28K Q1 2026
Jane Street Group, LLC · New
Change +27K Date Q1 2026
Jane Street Group, LLC New· Q1 2026 +27K Q1 2026
Two Sigma Securities, LLC · New
Change +25K Date Q1 2026
Two Sigma Securities, LLC New· Q1 2026 +25K Q1 2026
Vanguard · Reduced
Change −14K Date Q1 2026
Vanguard Reduced· Q1 2026 −14K Q1 2026
Coinfund Management LLC · Exited
Change −9K Δ Own −100.0% Date Q1 2026
Coinfund Management LLC Exited· Q1 2026 −9K −100.0% Q1 2026
Tower Research Capital LLC (trc) · Reduced
Change −2K Date Q1 2026
Tower Research Capital LLC (trc) Reduced· Q1 2026 −2K Q1 2026
Harbour Investments, Inc. · New
Change +125 Date Q1 2026
Harbour Investments, Inc. New· Q1 2026 +125 Q1 2026
UBS Group AG · Exited
Change −100 Δ Own −100.0% Date Q1 2026
UBS Group AG Exited· Q1 2026 −100 −100.0% Q1 2026
Bank of America Corp · Exited
Change −79 Δ Own −100.0% Date Q1 2026
Bank of America Corp Exited· Q1 2026 −79 −100.0% Q1 2026
Data through Q1 2026 · filed May 15, 2026
15 of 17

Famous investor activity in Heritage Distilling Holding Company, Inc. (IPST)

Heritage Distilling Holding Company, Inc. (IPST) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Perkins Danielle B. · Officer 2 operations 0
Owned 469 Trade date Jul 2, 2026 Filed date Jul 6, 2026
Perkins Danielle B. Officer 2 operations 0 469 Jul 2, 2026 Jul 6, 2026
Perkins Danielle B. · Officer Tax withholding or exercise payment (F) -$97
Price $2.48 Qty -39 Owned 448 ΔOwn −8.0% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Perkins Danielle B. Officer Tax withholding or exercise payment (F) $2.48 -39 -$97 448 −8.0% Jul 2, 2026 Jul 6, 2026
Marker Beth A. · Officer 2 operations 0
Owned 469 Trade date Jul 2, 2026 Filed date Jul 6, 2026
Marker Beth A. Officer 2 operations 0 469 Jul 2, 2026 Jul 6, 2026
Marker Beth A. · Officer Tax withholding or exercise payment (F) -$69
Price $2.48 Qty -28 Owned 461 ΔOwn −5.7% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Marker Beth A. Officer Tax withholding or exercise payment (F) $2.48 -28 -$69 461 −5.7% Jul 2, 2026 Jul 6, 2026
Carrosino Michael · Officer 4 operations 0
Owned 5K Trade date May 2, 2026 Filed date May 5, 2026
Carrosino Michael Officer 4 operations 0 5K May 2, 2026 May 5, 2026
Carrosino Michael · Officer 2 operations -$2K
Price $5.50 Qty -368 Owned 3K Trade date May 2, 2026 Filed date May 5, 2026
Carrosino Michael Officer 2 operations $5.50 -368 -$2K 3K May 2, 2026 May 5, 2026
Stiefel Jennifer D. H. · Director 4 operations 0
Owned 4K Trade date May 2, 2026 Filed date May 5, 2026
Stiefel Jennifer D. H. Director 4 operations 0 4K May 2, 2026 May 5, 2026
Stiefel Jennifer D. H. · Director 2 operations -$3K
Price $5.50 Qty -495 Owned 4K Trade date May 2, 2026 Filed date May 5, 2026
Stiefel Jennifer D. H. Director 2 operations $5.50 -495 -$3K 4K May 2, 2026 May 5, 2026
Stiefel Justin B. · Director 4 operations 0
Owned 625 Trade date May 2, 2026 Filed date May 5, 2026
Stiefel Justin B. Director 4 operations 0 625 May 2, 2026 May 5, 2026
Stiefel Justin B. · Director 2 operations -$3K
Price $5.50 Qty -495 Owned 1K Trade date May 2, 2026 Filed date May 5, 2026
Stiefel Justin B. Director 2 operations $5.50 -495 -$3K 1K May 2, 2026 May 5, 2026
Perkins Danielle B. · Officer 2 operations 0
Owned 11K Trade date Apr 2, 2026 Filed date Apr 6, 2026
Perkins Danielle B. Officer 2 operations 0 11K Apr 2, 2026 Apr 6, 2026
Perkins Danielle B. · Officer Tax withholding or exercise payment (F) -$189
Price $0.24 Qty -773 Owned 8K Trade date Apr 2, 2026 Filed date Apr 6, 2026
Perkins Danielle B. Officer Tax withholding or exercise payment (F) $0.24 -773 -$189 8K Apr 2, 2026 Apr 6, 2026
Marker Beth A. · Officer 2 operations 0
Owned 11K Trade date Apr 2, 2026 Filed date Apr 6, 2026
Marker Beth A. Officer 2 operations 0 11K Apr 2, 2026 Apr 6, 2026
Marker Beth A. · Officer Tax withholding or exercise payment (F) -$136
Price $0.24 Qty -556 Owned 8K Trade date Apr 2, 2026 Filed date Apr 6, 2026
Marker Beth A. Officer Tax withholding or exercise payment (F) $0.24 -556 -$136 8K Apr 2, 2026 Apr 6, 2026
Perkins Danielle B. · Officer 2 operations 0
Owned 13K Trade date Feb 2, 2026 Filed date Feb 3, 2026
Perkins Danielle B. Officer 2 operations 0 13K Feb 2, 2026 Feb 3, 2026
15 of 30
15 of 30 Sign in to continue to older insider transactions.

Heritage Distilling Holding Company, Inc. (IPST) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
C/m Capital Master Fund, LP 0
% of shares outstanding 0.0% Filing date Nov 14, 2025
C/m Capital Master Fund, LP 0 0.0% Nov 14, 2025
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Heritage Distilling Holding Company, Inc. (IPST) ownership FAQ

Who owns IPST?

17 reporting institutions disclosed IPST position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.