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Heritage Distilling (IPST) Institutional Ownership

Heritage Distilling logo
$5.09 -0.07 (-1.28%)
As of 02:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Heritage Distilling (NASDAQ:IPST)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.55B
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$113.80M
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IPST Institutional Buying and Selling by Quarter

Heritage Distilling Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026Arrington Capital Management LLC413,701$645K0.6%N/A4.327%
2/17/2026Polar Asset Management Partners Inc.165,480$258K0.0%-95.0%1.731%
2/12/2026CIBC Private Wealth Group LLC27,500$43K0.0%-93.8%0.288%
2/9/2026Geode Capital Management LLC57,942$90K0.0%-61.0%0.606%
12/1/2025Polar Asset Management Partners Inc.3,309,615$2.72M0.0%N/A34.623%
11/24/2025CIBC Private Wealth Group LLC440,000$361K0.0%N/A4.798%
11/21/2025CIBC Bancorp USA Inc.430,000$353K0.0%N/A4.689%
11/14/2025Polar Asset Management Partners Inc.3,309,615$2.72M0.0%N/A36.092%
11/14/2025Virtu Financial LLC43,985$36K0.0%N/A3.358%
5/14/2025Wealth Preservation Advisors LLC52,500$26K0.0%N/A0.758%
2/17/2025Anson Funds Management LP515,371$886K0.1%N/A9.509%
1/22/2025Mattern Wealth Management LLC44,255$76K0.0%N/A0.954%


IPST Institutional Ownership - Frequently Asked Questions

During the previous two years, 9 institutional investors and hedge funds held shares of Heritage Distilling. The most heavily invested institutionals were Anson Funds Management LP ($886K), Arrington Capital Management LLC ($645K), CIBC Bancorp USA Inc. ($353K), Polar Asset Management Partners Inc. ($258K), Geode Capital Management LLC ($90K), Mattern Wealth Management LLC ($76K), and CIBC Private Wealth Group LLC ($43K).Learn more on Heritage Distilling's institutional investors.

The following institutional investors have purchased Heritage Distilling's stock in the last 24 months: Polar Asset Management Partners Inc. ($6.62M), Anson Funds Management LP ($515.37K), CIBC Private Wealth Group LLC ($440K), CIBC Bancorp USA Inc. ($430K), Arrington Capital Management LLC ($413.70K), Wealth Preservation Advisors LLC ($52.50K), and Mattern Wealth Management LLC ($44.26K).

Institutional investors have bought a total of 7,999,416 shares in the last 24 months. This purchase volume represents approximately $2.55B in transactions.

The following institutional investors have sold Heritage Distilling stock in the last 24 months: Polar Asset Management Partners Inc. ($3.14M), CIBC Private Wealth Group LLC ($412.50K), and Geode Capital Management LLC ($90.65K).

Institutional investors have sold a total of 3,647,282 shares in the last 24 months. This volume of shares sold represents approximately $113.80M in transactions.


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This page (NASDAQ:IPST) was last updated on 5/12/2026 by MarketBeat.com Staff.
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