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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 2,787 | $149.0K | 0.00% | +1,787+178.7% | Added |
| IFP Advisors, Inc | 2,700 | $145.0K | 0.00% | +150+5.9% | Added |
| Private Capital Group, LLC | 2,700 | $145.0K | 0.03% | +1,303+93.3% | Added |
| Harbour Investments, Inc. | 2,636 | $141.0K | 0.00% | +33+1.3% | Added |
| Atticus Wealth Management, LLC | 2,282 | $122.0K | 0.05% | +14+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,200 | $118.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,999 | $107.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 1,881 | $101.0K | 0.01% | +7+0.4% | Added |
| Zions Bancorporation, N.A. | 1,863 | $100.0K | 0.01% | +315+20.3% | Added |
| Cubist Systematic Strategies, LLC | 1,677 | $90.0K | 0.00% | +1,677 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,650 | $88.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,586 | $85.0K | 0.00% | −6,035−79.2% | Reduced |
| DekaBank Deutsche Girozentrale | 1,505 | $80.0K | 0.00% | −2,658−63.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,438 | $77.0K | 0.00% | −225−13.5% | Reduced |
| AdvisorNet Financial, Inc | 1,300 | $70.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,080 | $58.0K | 0.00% | +120+12.5% | Added |
| Sofos Investments, Inc. | 0 | $53.0K | 0.04% | 0 | New |
| Geneos Wealth Management Inc. | 960 | $52.0K | 0.00% | +10+1.1% | Added |
| Group One Trading, L.P. | 875 | $47.0K | 0.00% | −3,299−79.0% | Reduced |
| American Portfolios Advisors | 816 | $43.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 707 | $38.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 700 | $37.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 630 | $34.0K | 0.00% | −625−49.8% | Reduced |
| Parallel Advisors, LLC | 643 | $34.0K | 0.00% | +142+28.3% | Added |
| Psagot Investment House Ltd. | 582 | $31.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 582 | $31.0K | 0.01% | +582 | New |
| Berman Capital Advisors, LLC | 570 | $30.0K | 0.00% | +213+59.7% | Added |
| Newbridge Financial Services Group, Inc. | 529 | $28.0K | 0.02% | +3+0.6% | Added |
| Dividend Assets Capital, LLC | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $26.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $26.7K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 490 | $26.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 439 | $23.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 428 | $23.0K | 0.00% | +2+0.5% | Added |
| Hanson & Doremus Investment Management | 418 | $22.0K | 0.01% | +418 | New |
| NEXT Financial Group, Inc | 407 | $22.0K | 0.00% | +407 | New |
| Gerber Kawasaki Wealth & Investment Management | 420 | $22.0K | 0.00% | +420 | New |
| Koshinski Asset Management, Inc. | 400 | $21.4K | 0.00% | +400 | New |
| HBC Financial Services, PLLC | 400 | $21.0K | 0.01% | −400−50.0% | Reduced |
| Penserra Capital Management LLC | 308 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 287 | $15.0K | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 229 | $14.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 236 | $13.0K | 0.00% | +236 | New |
| Plante Moran Financial Advisors, LLC | 228 | $12.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 209 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 167 | $8.93K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 148 | $8.00K | 0.00% | +34+29.8% | Added |
| Allworth Financial LP | 145 | $8.00K | 0.00% | +95+190.0% | Added |
| Lloyd Advisory Services, LLC. | – | $7.00K | 0.00% | – | – |
| Bell Investment Advisors, Inc | 116 | $6.00K | 0.00% | +116 | New |
| Covington Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 89 | $5.00K | 0.00% | −5−5.3% | Reduced |
| Washington Trust Co | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 42 | $2.00K | 0.00% | +5+13.5% | Added |
| FourThought Financial, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | −27−69.2% | Reduced |
| TCTC Holdings, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 4 | $214 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −302,966−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −59,980−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −31,538−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −30,603−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −26,193−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,738−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −12,788−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| Fca Corp | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,766−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −4,454−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −4,210−100.0% | Sold out |
| SageGuard Financial Group, LLC | 0 | $0 | 0.00% | −3,819−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −3,645−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,676−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| GVO Asset Management Ltd | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Elmwood Wealth Management, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |