Heritage Distilling Holding Co. Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/14/2026 | 413.70 K | $109.22 K | 0.00% | 0.24% | |
| CITADEL ADVISORS LLC | 05/15/2026 | 252.73 K | $66.72 K | 100.00% | 0.15% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 05/15/2026 | 165.48 K | $43.69 K | 0.00% | 0.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 116.83 K | $30.84 K | 101.63% | 0.07% |
| 05/15/2026 | 101.52 K | $26.80 K | 100.00% | 0.06% | |
| AH CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 82.74 K | $21.84 K | 100.00% | 0.05% |
| 05/12/2026 | 80.00 K | $21.12 K | 100.00% | 0.05% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 65.21 K | $17.22 K | 100.00% | 0.04% |
| HRT FINANCIAL LP | 05/14/2026 | 48.62 K | $12.00 K | 100.00% | 0.03% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 47.13 K | $12.44 K | 100.00% | 0.03% |
| GSA CAPITAL PARTNERS LLP | 05/08/2026 | 28.27 K | $7.00 K | 100.00% | 0.02% |
| JANE STREET GROUP, LLC | 05/12/2026 | 27.24 K | $7.19 K | 100.00% | 0.02% |
| TWO SIGMA SECURITIES, LLC | 05/15/2026 | 25.13 K | $6.63 K | 100.00% | 0.01% |
| MORGAN STANLEY | 05/15/2026 | 13.74 K | $3.63 K | 0.00% | 0.01% |
| NORTHERN TRUST CORP | 05/14/2026 | 12.96 K | $3.42 K | 0.00% | 0.01% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 6.73 K | $1.78 K | 100.00% | 0.00% |
| WEALTH PRESERVATION ADVISORS, LLC | 05/15/2026 | 2.63 K | $693 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.20 K | $316 | -64.28% | 0.00% |
| BLACKROCK, INC. | 05/13/2026 | 639 | $169 | -0.16% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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Heritage Distilling Holding Co. Inc. institutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of Heritage Distilling Holding Co. Inc.. The most heavily invested institutionals were:
CITADEL ADVISORS LLC: 252,728
Polar Asset Management Partners Inc.: 165,480
GEODE CAPITAL MANAGEMENT, LLC: 116,827
AH Capital Management, L.L.C.: 82,740
RENAISSANCE TECHNOLOGIES LLC: 65,207
HRT FINANCIAL LP: 48,620
0.87% of Heritage Distilling Holding Co. Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.09 M shares in the last 24 months. This purchase volume represents approximately $645.43 K in transactions.