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Livermore
Livermore
ZHEN

HA Sustainable Infrastructure Capital, Inc.

HASI
Exchange
NYSE
Industry
Investors, NEC
SEC CIK
0001561894

No open-market purchases or sales by HA Sustainable Infrastructure Capital, Inc. insiders were filed in the last 90 days; 407 institutions reported holding it in 13F filings for Q2 2026, worth $5.14B in total; no superinvestor holds it.

13F holders, Q2 2021

Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
352
−11 vs. Q1 2021
Shares held
69.0M
+2.56M (+3.8%) vs. Q1 2021
Total value
$3.88B
+$147.8M (+4.0%) vs. Q1 2021
New holders
38
159 more added
Sold out
49
88 more reduced

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting HASI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 352 institutions
Q1 2021: 367 institutionsQ2 2021: 352 institutionsQ3 2021: 365 institutionsQ4 2021: 376 institutionsQ1 2022: 376 institutionsQ2 2022: 354 institutionsQ3 2022: 351 institutionsQ4 2022: 338 institutionsQ1 2023: 326 institutionsQ2 2023: 322 institutionsQ3 2023: 325 institutionsQ4 2023: 344 institutionsQ1 2024: 345 institutionsQ2 2024: 365 institutionsQ3 2024: 372 institutionsQ4 2024: 343 institutionsQ1 2025: 361 institutionsQ2 2025: 352 institutionsQ3 2025: 356 institutionsQ4 2025: 373 institutionsQ1 2026: 387 institutionsQ2 2026: 407 institutions
Value heldQ2 2021: $3.88B
Q1 2021: $3.74BQ2 2021: $3.88BQ3 2021: $3.76BQ4 2021: $3.82BQ1 2022: $3.57BQ2 2022: $2.96BQ3 2022: $2.35BQ4 2022: $2.34BQ1 2023: $2.40BQ2 2023: $2.45BQ3 2023: $2.43BQ4 2023: $3.15BQ1 2024: $3.23BQ2 2024: $3.36BQ3 2024: $3.97BQ4 2024: $3.33BQ1 2025: $3.64BQ2 2025: $3.39BQ3 2025: $3.87BQ4 2025: $3.96BQ1 2026: $4.61BQ2 2026: $5.14B
Institutions holding HASI and their total value by quarter
QuarterHoldersValue
Q2 2026407$5.14B
Q1 2026387$4.61B
Q4 2025373$3.96B
Q3 2025356$3.87B
Q2 2025352$3.39B
Q1 2025361$3.64B
Q4 2024343$3.33B
Q3 2024372$3.97B
Q2 2024365$3.36B
Q1 2024345$3.23B
Q4 2023344$3.15B
Q3 2023325$2.43B
Q2 2023322$2.45B
Q1 2023326$2.40B
Q4 2022338$2.34B
Q3 2022351$2.35B
Q2 2022354$2.96B
Q1 2022376$3.57B
Q4 2021376$3.82B
Q3 2021365$3.76B
Q2 2021352$3.88B
Q1 2021367$3.74B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q1 2021.

Institutions holding HASI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc1$00.00%00.0%Unchanged
Raffa Wealth Management, LLC4$2250.00%00.0%Unchanged
James Investment Research Inc25$1.00K0.00%00.0%Unchanged
TCTC Holdings, LLC12$1.00K0.00%00.0%Unchanged
Ellevest, Inc.39$2.00K0.00%−29−42.6%Reduced
CWM, LLC32$2.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.33$2.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC37$2.00K0.00%−1−2.6%Reduced
FourThought Financial, LLC45$2.00K0.00%00.0%Unchanged
Meeder Asset Management Inc29$2.00K0.00%+25+625.0%Added
Allworth Financial LP50$3.00K0.00%−47−48.5%Reduced
Gemmer Asset Management LLC50$3.00K0.00%00.0%Unchanged
Washington Trust Co71$4.00K0.00%00.0%Unchanged
Strategic Blueprint, LLC71$4.00K0.00%+71New
Quadrant Capital Group LLC94$5.00K0.00%+5+5.6%Added
Parallax Volatility Advisers, L.P.83$5.00K0.00%+83New
Covington Capital Management100$6.00K0.00%00.0%Unchanged
Ancora Advisors, LLC100$6.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.114$6.00K0.00%+9+8.6%Added
Elmwood Wealth Management, Inc.100$6.00K0.00%+100New
Lloyd Advisory Services, LLC.–$7.00K0.00%––
Reilly Financial Advisors, LLC123$7.00K0.00%+123New
Cascade Investment Advisors, Inc.167$9.38K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co200$11.0K0.00%+164+455.6%Added
O'Shaughnessy Asset Management, LLC209$12.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC228$13.0K0.00%+228New
Systematic Alpha Investments, LLC229$14.0K0.00%00.0%Unchanged
Pflug Koory, LLC287$16.0K0.01%00.0%Unchanged
Penserra Capital Management LLC308$17.0K0.00%+308New
Berman Capital Advisors, LLC357$20.0K0.00%+273+325.0%Added
Focused Wealth Management, Inc426$24.0K0.00%+3+0.7%Added
Kayne Anderson Rudnick Investment Management LLC439$25.0K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC490$28.0K0.00%−100−16.9%Reduced
Dividend Assets Capital, LLC500$28.0K0.01%00.0%Unchanged
Parallel Advisors, LLC501$28.0K0.00%+501New
Anchor Investment Management, LLC500$28.1K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec500$28.1K0.00%+500New
Newbridge Financial Services Group, Inc.526$30.0K0.02%+526New
Advisory Services Network, LLC558$31.0K0.00%+558New
Psagot Investment House Ltd.582$33.0K0.00%+582New
First Manhattan Co700$39.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.707$40.0K0.01%00.0%Unchanged
HBC Financial Services, PLLC800$43.0K0.03%00.0%Unchanged
American Portfolios Advisors816$45.8K0.00%+50+6.5%Added
Geneos Wealth Management Inc.950$53.0K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC960$54.0K0.00%+310+47.7%Added
Bartlett & Co. LLC1,000$56.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,000$56.1K0.00%00.0%Unchanged
BBVA USA1,255$70.0K0.00%+1,255New
AdvisorNet Financial, Inc1,300$73.0K0.00%00.0%Unchanged
GVO Asset Management Ltd1,293$73.0K0.06%+1,293New
Private Capital Group, LLC1,397$78.0K0.02%+173+14.1%Added
Trust Co of Vermont1,500$84.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.1,548$87.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC1,650$93.0K0.02%00.0%Unchanged
Exchange Traded Concepts, LLC1,663$93.0K0.00%+276+19.9%Added
Wolverine Asset Management LLC1,676$94.0K0.00%00.0%Unchanged
Resources Management Corp1,874$105.0K0.01%+1,874New
Energy Income Partners, LLC1,889$106.0K0.00%+245+14.9%Added
Macquarie Group Ltd1,999$112.0K0.00%−475−19.2%Reduced
Steward Partners Investment Advisory, LLC2,200$124.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC2,268$127.0K0.06%+15+0.7%Added
IFP Advisors, Inc2,550$141.0K0.00%+2,550New
Harbour Investments, Inc.2,603$146.0K0.00%+3+0.1%Added
Cribstone Capital Management, LLC3,200$180.0K0.11%00.0%Unchanged
The PNC Financial Services Group, Inc.3,324$186.0K0.00%−652−16.4%Reduced
Proequities, Inc.3,531$198.0K0.01%−69−1.9%Reduced
Guggenheim Capital LLC3,606$202.0K0.00%+3,606New
Black Swift Group, LLC3,645$205.0K0.10%−250−6.4%Reduced
FDx Advisors, Inc.3,656$205.0K0.01%+3,656New
Dorsey & Whitney Trust CO LLC3,679$206.0K0.02%+3,679New
Bourgeon Capital Management LLC3,740$210.0K0.05%00.0%Unchanged
Lebenthal Global Advisors, LLC3,790$212.0K0.11%+3,790New
SageGuard Financial Group, LLC3,819$214.0K0.10%−75−1.9%Reduced
Signaturefd, LLC3,828$215.0K0.01%00.0%Unchanged
Burns Matteson Capital Management, LLC3,854$216.4K0.17%00.0%Unchanged
Franklin Resources Inc3,900$219.0K0.00%00.0%Unchanged
Harrington Investments, INC3,930$221.0K0.13%+3,930New
Flagship Harbor Advisors, LLC3,962$222.0K0.02%+3+0.1%Added
JTC Employer Solutions Trusteee Ltd4,000$224.0K0.03%+4,000New
Portland Global Advisors LLC4,050$227.0K0.04%−1,112−21.5%Reduced
DekaBank Deutsche Girozentrale4,163$232.0K0.00%+619+17.5%Added
Mirae Asset Global Investments Co., Ltd.4,157$233.0K0.00%−165−3.8%Reduced
Group One Trading, L.P.4,174$234.0K0.00%+4,174New
Xponance, Inc.4,210$236.0K0.00%+4,210New
Regions Financial Corp4,300$241.0K0.00%00.0%Unchanged
Bond & Devick Financial Network, Inc.4,330$243.0K0.20%00.0%Unchanged
State of Wyoming4,367$245.0K0.15%+4,367New
AE Wealth Management LLC4,399$247.0K0.00%+325+8.0%Added
Level Four Advisory Services, LLC4,454$250.0K0.02%+4,454New
Inverness Counsel LLC4,595$258.0K0.01%+4,595New
Mark Stevens4,719$265.0K0.03%00.0%Unchanged
HSBC Holdings PLC4,689$266.0K0.00%+4,689New
First Midwest Bank Trust Division4,837$272.0K0.04%00.0%Unchanged
Pictet Asset Management Ltd5,000$281.0K0.00%−1,100−18.0%Reduced
Sheaff Brock Investment Advisors, LLC5,030$282.0K0.03%−250−4.7%Reduced
Boenning & Scattergood, Inc.5,150$289.0K0.05%+1,225+31.2%Added
Vident Investment Advisory, LLC5,239$294.0K0.01%+877+20.1%Added
Bayesian Capital Management, LP5,416$304.0K0.08%−800−12.9%Reduced
American Money Management, LLC5,441$306.0K0.10%+5+0.1%Added