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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 407 | $5.14B |
| Q1 2026 | 387 | $4.61B |
| Q4 2025 | 373 | $3.96B |
| Q3 2025 | 356 | $3.87B |
| Q2 2025 | 352 | $3.39B |
| Q1 2025 | 361 | $3.64B |
| Q4 2024 | 343 | $3.33B |
| Q3 2024 | 372 | $3.97B |
| Q2 2024 | 365 | $3.36B |
| Q1 2024 | 345 | $3.23B |
| Q4 2023 | 344 | $3.15B |
| Q3 2023 | 325 | $2.43B |
| Q2 2023 | 322 | $2.45B |
| Q1 2023 | 326 | $2.40B |
| Q4 2022 | 338 | $2.34B |
| Q3 2022 | 351 | $2.35B |
| Q2 2022 | 354 | $2.96B |
| Q1 2022 | 376 | $3.57B |
| Q4 2021 | 376 | $3.82B |
| Q3 2021 | 365 | $3.76B |
| Q2 2021 | 352 | $3.88B |
| Q1 2021 | 367 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BSW Wealth Partners | 11,640 | $654.0K | 0.18% | +3,600+44.8% | Added |
| Atlas Brown,Inc. | 11,559 | $649.0K | 0.28% | +404+3.6% | Added |
| Scotia Capital Inc. | 11,463 | $644.0K | 0.00% | +178+1.6% | Added |
| Amundi | 11,373 | $639.0K | 0.00% | +11,373 | New |
| Everett Harris & Co | 11,300 | $634.0K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,239 | $631.0K | 0.09% | +1,155+11.5% | Added |
| Wedbush Securities Inc | 11,123 | $625.0K | 0.03% | +422+3.9% | Added |
| Amalgamated Bank | 10,986 | $617.0K | 0.00% | +4,830+78.5% | Added |
| Energy Opportunities Capital Management, LLC | 10,865 | $610.0K | 1.55% | −10,275−48.6% | Reduced |
| Bank of Montreal | 10,721 | $610.0K | 0.00% | +6,229+138.7% | Added |
| HighTower Advisors, LLC | 10,679 | $605.0K | 0.00% | −951−8.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,404 | $584.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 10,082 | $566.0K | 0.01% | +2,087+26.1% | Added |
| Veritable, L.P. | 9,905 | $556.0K | 0.01% | +858+9.5% | Added |
| BNP Paribas Arbitrage, SA | 9,877 | $554.6K | 0.00% | −23,245−70.2% | Reduced |
| Teacher Retirement System of Texas | 9,405 | $528.0K | 0.00% | +1,475+18.6% | Added |
| Boston Private Wealth LLC | 9,361 | $526.0K | 0.01% | +1,545+19.8% | Added |
| Jane Street Group, LLC | 9,291 | $521.0K | 0.00% | −80,737−89.7% | Reduced |
| Cetera Advisor Networks LLC | 9,237 | $519.0K | 0.01% | +3,857+71.7% | Added |
| Principal Financial Group Inc | 9,048 | $508.0K | 0.00% | +1,237+15.8% | Added |
| LGL Partners, LLC | 9,000 | $505.0K | 0.30% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 8,717 | $489.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,627 | $484.0K | 0.09% | −580−6.3% | Reduced |
| Fort Washington Investment Advisors Inc | 8,594 | $483.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 8,537 | $479.0K | 0.16% | +617+7.8% | Added |
| Stratos Wealth Partners, LTD. | 8,355 | $469.0K | 0.01% | +361+4.5% | Added |
| Kepos Capital LP | 8,180 | $459.0K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 8,150 | $458.0K | 0.04% | +250+3.2% | Added |
| Mission Wealth Management, LP | 8,024 | $451.0K | 0.02% | +500+6.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,700 | $432.0K | 0.00% | −10,682−58.1% | Reduced |
| Smithfield Trust Co | 7,634 | $429.0K | 0.03% | +190+2.6% | Added |
| Tower Research Capital LLC (TRC) | 7,621 | $428.0K | 0.01% | +485+6.8% | Added |
| Fca Corp | 7,600 | $427.0K | 0.12% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,480 | $420.0K | 0.00% | +1,059+16.5% | Added |
| Gamble Jones Investment Counsel | 7,406 | $416.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,005 | $393.0K | 0.01% | −5,195−42.6% | Reduced |
| Spire Wealth Management | 7,000 | $393.0K | 0.01% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 6,980 | $392.0K | 0.03% | −90−1.3% | Reduced |
| Keybank National Association | 6,835 | $384.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,794 | $382.0K | 0.03% | −238−3.4% | Reduced |
| Aigen Investment Management, LP | 6,766 | $380.0K | 0.07% | +6,766 | New |
| AllSquare Wealth Management LLC | 6,535 | $367.0K | 0.21% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 6,489 | $364.0K | 0.29% | +272+4.4% | Added |
| Cannell Peter B & Co Inc | 6,480 | $364.0K | 0.01% | +6,480 | New |
| Prudential Financial Inc | 6,435 | $361.0K | 0.00% | +196+3.1% | Added |
| JustInvest LLC | 6,165 | $346.0K | 0.04% | −318−4.9% | Reduced |
| Welch & Forbes LLC | 6,000 | $337.0K | 0.01% | −1,190−16.6% | Reduced |
| Two Sigma Investments, LP | 5,987 | $336.0K | 0.00% | −2,400−28.6% | Reduced |
| WESCAP Management Group, Inc. | 6,000 | $336.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,976 | $336.0K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,625 | $316.0K | 0.08% | −612−9.8% | Reduced |
| Prudent Man Advisors, LLC | 5,565 | $312.0K | 0.12% | 00.0% | Unchanged |
| American Money Management, LLC | 5,441 | $306.0K | 0.10% | +5+0.1% | Added |
| Bayesian Capital Management, LP | 5,416 | $304.0K | 0.08% | −800−12.9% | Reduced |
| Vident Investment Advisory, LLC | 5,239 | $294.0K | 0.01% | +877+20.1% | Added |
| Boenning & Scattergood, Inc. | 5,150 | $289.0K | 0.05% | +1,225+31.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,030 | $282.0K | 0.03% | −250−4.7% | Reduced |
| Pictet Asset Management Ltd | 5,000 | $281.0K | 0.00% | −1,100−18.0% | Reduced |
| First Midwest Bank Trust Division | 4,837 | $272.0K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,689 | $266.0K | 0.00% | +4,689 | New |
| Mark Stevens | 4,719 | $265.0K | 0.03% | 00.0% | Unchanged |
| Inverness Counsel LLC | 4,595 | $258.0K | 0.01% | +4,595 | New |
| Level Four Advisory Services, LLC | 4,454 | $250.0K | 0.02% | +4,454 | New |
| AE Wealth Management LLC | 4,399 | $247.0K | 0.00% | +325+8.0% | Added |
| State of Wyoming | 4,367 | $245.0K | 0.15% | +4,367 | New |
| Bond & Devick Financial Network, Inc. | 4,330 | $243.0K | 0.20% | 00.0% | Unchanged |
| Regions Financial Corp | 4,300 | $241.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 4,210 | $236.0K | 0.00% | +4,210 | New |
| Group One Trading, L.P. | 4,174 | $234.0K | 0.00% | +4,174 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,157 | $233.0K | 0.00% | −165−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 4,163 | $232.0K | 0.00% | +619+17.5% | Added |
| Portland Global Advisors LLC | 4,050 | $227.0K | 0.04% | −1,112−21.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $224.0K | 0.03% | +4,000 | New |
| Flagship Harbor Advisors, LLC | 3,962 | $222.0K | 0.02% | +3+0.1% | Added |
| Harrington Investments, INC | 3,930 | $221.0K | 0.13% | +3,930 | New |
| Franklin Resources Inc | 3,900 | $219.0K | 0.00% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 3,854 | $216.4K | 0.17% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,828 | $215.0K | 0.01% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 3,819 | $214.0K | 0.10% | −75−1.9% | Reduced |
| Lebenthal Global Advisors, LLC | 3,790 | $212.0K | 0.11% | +3,790 | New |
| Bourgeon Capital Management LLC | 3,740 | $210.0K | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,679 | $206.0K | 0.02% | +3,679 | New |
| Black Swift Group, LLC | 3,645 | $205.0K | 0.10% | −250−6.4% | Reduced |
| FDx Advisors, Inc. | 3,656 | $205.0K | 0.01% | +3,656 | New |
| Guggenheim Capital LLC | 3,606 | $202.0K | 0.00% | +3,606 | New |
| Proequities, Inc. | 3,531 | $198.0K | 0.01% | −69−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,324 | $186.0K | 0.00% | −652−16.4% | Reduced |
| Cribstone Capital Management, LLC | 3,200 | $180.0K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,603 | $146.0K | 0.00% | +3+0.1% | Added |
| IFP Advisors, Inc | 2,550 | $141.0K | 0.00% | +2,550 | New |
| Atticus Wealth Management, LLC | 2,268 | $127.0K | 0.06% | +15+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,200 | $124.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,999 | $112.0K | 0.00% | −475−19.2% | Reduced |
| Energy Income Partners, LLC | 1,889 | $106.0K | 0.00% | +245+14.9% | Added |
| Resources Management Corp | 1,874 | $105.0K | 0.01% | +1,874 | New |
| Wolverine Asset Management LLC | 1,676 | $94.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,650 | $93.0K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,663 | $93.0K | 0.00% | +276+19.9% | Added |
| Zions Bancorporation, N.A. | 1,548 | $87.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $84.0K | 0.01% | 00.0% | Unchanged |