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Heritage Distilling
CASK
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Overview
Overview
News
News
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Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
70.22%
Individuals & Insiders
20.21%
Private companies
9.57%
State-owned enterprises
<0.01%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Integrated Wealth Concepts LLC
11.70%
2.51M
0.15%
-26.86K
06/30/2026
Donn Lux
Director
11.39%
2.44M
0.02%
+0
03/16/2026
Cray MGP Holdings LP
8.17%
1.75M
0.02%
+0
03/16/2026
BlackRock, Inc.
5.93%
1.27M
0.68%
+147.51K
06/30/2026
Federated Hermes, Inc.
4.58%
980.09K
1.01%
-213.67K
06/30/2026
Vanguard Capital Management, LLC
3.45%
738.26K
0.02%
+5.33K
06/30/2026
Private Management Group Inc
3.43%
734.18K
0.03%
-5.84K
06/30/2026
Tieton Capital Management, LLC
3.00%
642.26K
1.00%
+215.31K
06/30/2026
Catherine Lux
2.98%
638.19K
<0.01%
+0
03/16/2026
Ariel Investments, LLC
2.85%
610.73K
0.09%
-18.13K
06/30/2026
Paul Lux
2.57%
550.46K
0.15%
-33.00K
08/20/2026
Dimensional Fund Advisors LP
2.44%
522.23K
1.12%
-237.90K
06/30/2026
Caroline Kaplan
2.20%
470.96K
0.29%
-60.00K
05/27/2026
Columbia Management Investment Advisers, LLC
2.16%
462.56K
0.27%
+58.65K
06/30/2026
American Century Investment Management Inc
1.89%
404.80K
0.43%
+92.32K
06/30/2026
Geode Capital Management, LLC
1.80%
386.46K
0.10%
+22.80K
06/30/2026
Citadel Advisors LLC
1.80%
384.66K
0.05%
-10.82K
06/30/2026
State Street Investment Management
1.66%
356.46K
0.26%
+57.00K
06/30/2026
Vanguard Portfolio Management, LLC
1.38%
295.81K
0.13%
-26.80K
06/30/2026
Dana Investment Advisors Inc
1.37%
293.73K
0.21%
+46.16K
06/30/2026