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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,000 | $641.8K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 11,721 | $627.0K | 0.01% | −192−1.6% | Reduced |
| ETF Managers Group, LLC | 11,651 | $626.0K | 0.01% | −18,282−61.1% | Reduced |
| Atlas Brown,Inc. | 11,602 | $620.0K | 0.27% | +43+0.4% | Added |
| Scotia Capital Inc. | 11,540 | $617.0K | 0.00% | +77+0.7% | Added |
| Comerica Bank | 10,215 | $611.0K | 0.00% | −1,477−12.6% | Reduced |
| Advisors Asset Management, Inc. | 11,387 | $609.0K | 0.01% | +1,305+12.9% | Added |
| Everett Harris & Co | 11,300 | $604.0K | 0.01% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,239 | $601.0K | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 10,492 | $590.0K | 0.00% | −229−2.1% | Reduced |
| OneAscent Wealth Management LLC | 10,914 | $587.0K | 0.67% | +10,914 | New |
| Cetera Advisor Networks LLC | 10,801 | $578.0K | 0.01% | +1,564+16.9% | Added |
| Two Sigma Investments, LP | 10,487 | $561.0K | 0.00% | +4,500+75.2% | Added |
| Energy Opportunities Capital Management, LLC | 10,465 | $560.0K | 1.44% | −400−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 10,404 | $556.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,357 | $554.0K | 0.03% | −766−6.9% | Reduced |
| Amalgamated Bank | 10,244 | $548.0K | 0.00% | −742−6.8% | Reduced |
| Duality Advisers, LP | 10,049 | $537.0K | 0.04% | +10,049 | New |
| ProShare Advisors LLC | 9,829 | $526.0K | 0.00% | −10,066−50.6% | Reduced |
| HighTower Advisors, LLC | 9,900 | $524.0K | 0.00% | −779−7.3% | Reduced |
| Tudor Investment Corp Et Al | 9,710 | $519.0K | 0.01% | +9,710 | New |
| Veritable, L.P. | 9,525 | $509.0K | 0.01% | −380−3.8% | Reduced |
| OneAscent Financial Services LLC | 9,435 | $508.0K | 0.68% | +9,435 | New |
| Cannell Peter B & Co Inc | 9,010 | $482.0K | 0.01% | +2,530+39.0% | Added |
| LGL Partners, LLC | 9,000 | $481.0K | 0.29% | 00.0% | Unchanged |
| Inverness Counsel LLC | 8,923 | $477.0K | 0.02% | +4,328+94.2% | Added |
| Good Life Advisors, LLC | 8,586 | $459.0K | 0.06% | −41−0.5% | Reduced |
| Marshall Wace North America L.P. | 8,579 | $459.0K | 0.00% | +8,579 | New |
| Annapolis Financial Services, LLC | 8,537 | $457.0K | 0.15% | 00.0% | Unchanged |
| Twinbeech Capital LP | 8,261 | $442.0K | 0.03% | +8,261 | New |
| Kepos Capital LP | 8,180 | $437.0K | 0.03% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,033 | $430.0K | 0.01% | +2,794+53.3% | Added |
| Stratos Wealth Partners, LTD. | 8,015 | $429.0K | 0.01% | −340−4.1% | Reduced |
| Mission Wealth Management, LP | 8,024 | $429.0K | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,924 | $424.0K | 0.00% | −670−7.8% | Reduced |
| Smithfield Trust Co | 7,604 | $406.0K | 0.03% | −30−0.4% | Reduced |
| Bard Financial Services, Inc. | 7,400 | $396.0K | 0.04% | −750−9.2% | Reduced |
| Gamble Jones Investment Counsel | 7,406 | $396.0K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 6,797 | $388.0K | 0.00% | +362+5.6% | Added |
| GWM Advisors LLC | 7,235 | $387.0K | 0.01% | +230+3.3% | Added |
| Keybank National Association | 7,083 | $379.0K | 0.00% | +248+3.6% | Added |
| Principal Financial Group Inc | 7,070 | $378.0K | 0.00% | −1,978−21.9% | Reduced |
| Spire Wealth Management | 7,000 | $374.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,005 | $374.0K | 0.03% | +211+3.1% | Added |
| Gitterman Wealth Management, LLC | 6,895 | $369.0K | 0.30% | +406+6.3% | Added |
| Avantax Advisory Services, Inc. | 6,823 | $366.0K | 0.01% | −6,650−49.4% | Reduced |
| Jane Street Group, LLC | 6,751 | $362.0K | 0.00% | −2,540−27.3% | Reduced |
| HSBC Holdings PLC | 6,483 | $349.0K | 0.00% | +1,794+38.3% | Added |
| AllSquare Wealth Management LLC | 6,435 | $344.0K | 0.21% | −100−1.5% | Reduced |
| JustInvest LLC | 6,358 | $340.0K | 0.03% | +193+3.1% | Added |
| Reynders McVeigh Capital Management, LLC | 6,174 | $330.0K | 0.02% | −2,543−29.2% | Reduced |
| Welch & Forbes LLC | 6,000 | $321.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,976 | $320.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,917 | $316.0K | 0.00% | +5,917 | New |
| Boenning & Scattergood, Inc. | 5,850 | $312.0K | 0.05% | +700+13.6% | Added |
| Point72 Hong Kong Ltd | 5,831 | $312.0K | 0.02% | +5,831 | New |
| Gilman Hill Asset Management, LLC | 5,625 | $301.0K | 0.08% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,552 | $297.0K | 0.11% | −13−0.2% | Reduced |
| Virtu Financial LLC | 5,531 | $296.0K | 0.03% | +5,531 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,500 | $294.0K | 0.01% | +5,500 | New |
| American Money Management, LLC | 5,446 | $291.0K | 0.08% | +5+0.1% | Added |
| XTX Topco Ltd | 5,433 | $291.0K | 0.10% | +5,433 | New |
| Keeley-Teton Advisors, LLC | 5,337 | $285.0K | 0.03% | +5,337 | New |
| Franklin Resources Inc | 5,198 | $278.0K | 0.00% | +1,298+33.3% | Added |
| Harrington Investments, INC | 5,170 | $276.0K | 0.16% | +1,240+31.6% | Added |
| AlphaCrest Capital Management LLC | 5,100 | $273.0K | 0.01% | +5,100 | New |
| Sheaff Brock Investment Advisors, LLC | 5,030 | $269.0K | 0.03% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 5,000 | $267.0K | 0.08% | −1,000−16.7% | Reduced |
| Pictet Asset Management SA | 5,000 | $267.0K | 0.00% | +5,000 | New |
| Capula Management Ltd | 4,895 | $262.0K | 0.02% | +4,895 | New |
| First Midwest Bank Trust Division | 4,837 | $259.0K | 0.04% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 4,830 | $258.0K | 0.21% | +500+11.5% | Added |
| Engineers Gate Manager LP | 4,754 | $254.0K | 0.01% | +4,754 | New |
| Mark Stevens | 4,719 | $252.0K | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 4,695 | $251.0K | 0.01% | +4,695 | New |
| AE Wealth Management LLC | 4,647 | $249.0K | 0.00% | +248+5.6% | Added |
| Regions Financial Corp | 4,575 | $244.0K | 0.00% | +275+6.4% | Added |
| Dorsey & Whitney Trust CO LLC | 4,543 | $242.0K | 0.02% | +864+23.5% | Added |
| Mid Atlantic Financial Management Inc | 4,520 | $242.0K | 0.02% | +4,520 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 4,512 | $241.0K | 0.00% | +4,512 | New |
| Great West Life Assurance Co | 4,393 | $237.0K | 0.00% | −16,288−78.8% | Reduced |
| AlphaStar Capital Management, LLC | 3,942 | $236.0K | 0.02% | +3,942 | New |
| Neo Ivy Capital Management | 8,258 | $235.0K | 0.27% | +8,258 | New |
| Sandbox Financial Partners, LLC | 4,335 | $232.0K | 0.17% | +4,335 | New |
| Dynamic Technology Lab Private Ltd | 4,310 | $230.0K | 0.03% | +4,310 | New |
| Davenport & Co LLC | 4,275 | $229.0K | 0.00% | +4,275 | New |
| State of Wyoming | 4,222 | $226.0K | 0.15% | −145−3.3% | Reduced |
| Quantbot Technologies LP | 4,196 | $224.0K | 0.02% | +4,196 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,157 | $222.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,962 | $222.0K | 0.02% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 4,050 | $217.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 4,018 | $216.0K | 0.01% | +487+13.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $214.0K | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 3,877 | $207.3K | 0.16% | +23+0.6% | Added |
| Signaturefd, LLC | 3,846 | $206.0K | 0.01% | +18+0.5% | Added |
| First American Trust, FSB | 3,778 | $202.0K | 0.03% | +3,778 | New |
| Bourgeon Capital Management LLC | 3,740 | $200.0K | 0.04% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 3,200 | $171.0K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,172 | $169.0K | 0.00% | −152−4.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,787 | $150.0K | 0.00% | +1,787+178.7% | Added |