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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, Q3 2021

Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Sep 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
365
+17 vs. Q2 2021
Shares held
70.3M
+1.30M (+1.9%) vs. Q2 2021
Total value
$3.76B
−$113.1M (−2.9%) vs. Q2 2021
New holders
43
160 more added
Sold out
26
90 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 365 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 heldQ3 2021: $3.76B
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, Q3 2021

Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q2 2021.

Institutions holding HASI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bessemer Group Inc1$00.00%00.0%Unchanged
Raffa Wealth Management, LLC4$2140.00%00.0%Unchanged
Ellevest, Inc.12$1.00K0.00%−27−69.2%Reduced
TCTC Holdings, LLC12$1.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.13$1.00K0.00%+13New
Meeder Asset Management Inc29$2.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.33$2.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC42$2.00K0.00%+5+13.5%Added
FourThought Financial, LLC45$2.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC50$3.00K0.00%00.0%Unchanged
Washington Trust Co71$4.00K0.00%00.0%Unchanged
Covington Capital Management100$5.00K0.00%00.0%Unchanged
Ancora Advisors, LLC100$5.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC89$5.00K0.00%−5−5.3%Reduced
Bell Investment Advisors, Inc116$6.00K0.00%+116New
Lloyd Advisory Services, LLC.–$7.00K0.00%––
TCI Wealth Advisors, Inc.148$8.00K0.00%+34+29.8%Added
Allworth Financial LP145$8.00K0.00%+95+190.0%Added
Cascade Investment Advisors, Inc.167$8.93K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC209$11.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co200$11.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC228$12.0K0.00%00.0%Unchanged
Manchester Capital Management LLC236$13.0K0.00%+236New
Systematic Alpha Investments, LLC229$14.0K0.00%00.0%Unchanged
Pflug Koory, LLC287$15.0K0.01%00.0%Unchanged
Penserra Capital Management LLC308$16.0K0.00%00.0%Unchanged
HBC Financial Services, PLLC400$21.0K0.01%−400−50.0%Reduced
Koshinski Asset Management, Inc.400$21.4K0.00%+400New
Hanson & Doremus Investment Management418$22.0K0.01%+418New
NEXT Financial Group, Inc407$22.0K0.00%+407New
Gerber Kawasaki Wealth & Investment Management420$22.0K0.00%+420New
Kayne Anderson Rudnick Investment Management LLC439$23.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc428$23.0K0.00%+2+0.5%Added
BDO Wealth Advisors, LLC490$26.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC500$26.7K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec500$26.7K0.00%00.0%Unchanged
Dividend Assets Capital, LLC500$27.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.529$28.0K0.02%+3+0.6%Added
Berman Capital Advisors, LLC570$30.0K0.00%+213+59.7%Added
Psagot Investment House Ltd.582$31.0K0.01%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)582$31.0K0.01%+582New
BBVA USA630$34.0K0.00%−625−49.8%Reduced
Parallel Advisors, LLC643$34.0K0.00%+142+28.3%Added
First Manhattan Co700$37.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.707$38.0K0.01%00.0%Unchanged
American Portfolios Advisors816$43.6K0.00%00.0%Unchanged
Group One Trading, L.P.875$47.0K0.00%−3,299−79.0%Reduced
Geneos Wealth Management Inc.960$52.0K0.00%+10+1.1%Added
Sofos Investments, Inc.0$53.0K0.04%0New
Catalyst Capital Advisors LLC1,080$58.0K0.00%+120+12.5%Added
AdvisorNet Financial, Inc1,300$70.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC1,438$77.0K0.00%−225−13.5%Reduced
DekaBank Deutsche Girozentrale1,505$80.0K0.00%−2,658−63.8%Reduced
Tower Research Capital LLC (TRC)1,586$85.0K0.00%−6,035−79.2%Reduced
Patriot Financial Group Insurance Agency, LLC1,650$88.0K0.02%00.0%Unchanged
Cubist Systematic Strategies, LLC1,677$90.0K0.00%+1,677New
Zions Bancorporation, N.A.1,863$100.0K0.01%+315+20.3%Added
Resources Management Corp1,881$101.0K0.01%+7+0.4%Added
Macquarie Group Ltd1,999$107.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,200$118.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC2,282$122.0K0.05%+14+0.6%Added
Harbour Investments, Inc.2,636$141.0K0.00%+33+1.3%Added
IFP Advisors, Inc2,700$145.0K0.00%+150+5.9%Added
Private Capital Group, LLC2,700$145.0K0.03%+1,303+93.3%Added
Bartlett & Co. LLC2,787$149.0K0.00%+1,787+178.7%Added
Bartlett & Co. Wealth Management LLC2,787$150.0K0.00%+1,787+178.7%Added
The PNC Financial Services Group, Inc.3,172$169.0K0.00%−152−4.6%Reduced
Cribstone Capital Management, LLC3,200$171.0K0.10%00.0%Unchanged
Bourgeon Capital Management LLC3,740$200.0K0.04%00.0%Unchanged
First American Trust, FSB3,778$202.0K0.03%+3,778New
Signaturefd, LLC3,846$206.0K0.01%+18+0.5%Added
Burns Matteson Capital Management, LLC3,877$207.3K0.16%+23+0.6%Added
JTC Employer Solutions Trusteee Ltd4,000$214.0K0.03%00.0%Unchanged
Proequities, Inc.4,018$216.0K0.01%+487+13.8%Added
Portland Global Advisors LLC4,050$217.0K0.04%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.4,157$222.0K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC3,962$222.0K0.02%00.0%Unchanged
Quantbot Technologies LP4,196$224.0K0.02%+4,196New
State of Wyoming4,222$226.0K0.15%−145−3.3%Reduced
Davenport & Co LLC4,275$229.0K0.00%+4,275New
Dynamic Technology Lab Private Ltd4,310$230.0K0.03%+4,310New
Sandbox Financial Partners, LLC4,335$232.0K0.17%+4,335New
Neo Ivy Capital Management8,258$235.0K0.27%+8,258New
AlphaStar Capital Management, LLC3,942$236.0K0.02%+3,942New
Great West Life Assurance Co4,393$237.0K0.00%−16,288−78.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys4,512$241.0K0.00%+4,512New
Dorsey & Whitney Trust CO LLC4,543$242.0K0.02%+864+23.5%Added
Mid Atlantic Financial Management Inc4,520$242.0K0.02%+4,520New
Regions Financial Corp4,575$244.0K0.00%+275+6.4%Added
AE Wealth Management LLC4,647$249.0K0.00%+248+5.6%Added
Commerzbank Aktiengesellschaft4,695$251.0K0.01%+4,695New
Mark Stevens4,719$252.0K0.03%00.0%Unchanged
Engineers Gate Manager LP4,754$254.0K0.01%+4,754New
Bond & Devick Financial Network, Inc.4,830$258.0K0.21%+500+11.5%Added
First Midwest Bank Trust Division4,837$259.0K0.04%00.0%Unchanged
Capula Management Ltd4,895$262.0K0.02%+4,895New
WESCAP Management Group, Inc.5,000$267.0K0.08%−1,000−16.7%Reduced
Pictet Asset Management SA5,000$267.0K0.00%+5,000New
Sheaff Brock Investment Advisors, LLC5,030$269.0K0.03%00.0%Unchanged
AlphaCrest Capital Management LLC5,100$273.0K0.01%+5,100New