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, Q4 2021
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Dec 31, 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
- 376
- +16 vs. Q3 2021
- Shares held
- 72.0M
- +1.67M (+2.4%) vs. Q3 2021
- Total value
- $3.82B
- +$60.1M (+1.6%) vs. Q3 2021
- New holders
- 53
- 136 more added
- Sold out
- 37
- 110 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 26 | $1.00K | 0.00% | +26 | New |
| Meeder Asset Management Inc | 38 | $2.00K | 0.00% | +9+31.0% | Added |
| Bedel Financial Consulting, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 41 | $2.00K | 0.00% | −1−2.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 55 | $2.00K | 0.00% | +55 | New |
| Pflug Koory, LLC | 80 | $4.00K | 0.00% | −207−72.1% | Reduced |
| Washington Trust Co | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 70 | $4.00K | 0.00% | +70 | 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% | 00.0% | Unchanged |
| Ellevest, Inc. | 99 | $5.00K | 0.00% | +87+725.0% | Added |
| Snowden Capital Advisors LLC | 100 | $5.00K | 0.00% | +100 | New |
| Signet Financial Management, LLC | 111 | $6.00K | 0.00% | +111 | New |
| Lloyd Advisory Services, LLC. | – | $7.00K | 0.00% | – | – |
| TCI Wealth Advisors, Inc. | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 166 | $8.82K | 0.01% | +166 | New |
| Cascade Investment Advisors, Inc. | 167 | $8.87K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $10.0K | 0.01% | +190 | New |
| Northwestern Mutual Wealth Management Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 198 | $11.0K | 0.00% | +82+70.7% | Added |
| Sierra Capital LLC | 203 | $11.0K | 0.00% | +203 | New |
| Penserra Capital Management LLC | 240 | $12.0K | 0.00% | −68−22.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 228 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 238 | $13.0K | 0.00% | +2+0.8% | Added |
| Anchor Investment Management, LLC | 250 | $13.3K | 0.00% | −250−50.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 300 | $16.0K | 0.00% | −1,350−81.8% | Reduced |
| Allworth Financial LP | 293 | $16.0K | 0.00% | +148+102.1% | Added |
| Newbridge Financial Services Group, Inc. | 320 | $17.0K | 0.01% | −209−39.5% | Reduced |
| Horan Securities, Inc. | 348 | $18.0K | 0.01% | +348 | New |
| Geneos Wealth Management Inc. | 410 | $21.0K | 0.00% | −550−57.3% | Reduced |
| HBC Financial Services, PLLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 400 | $21.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 418 | $22.0K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 415 | $22.0K | 0.02% | +415 | New |
| Kayne Anderson Rudnick Investment Management LLC | 439 | $23.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 428 | $23.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 490 | $26.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $26.6K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 515 | $27.0K | 0.00% | +108+26.5% | Added |
| CWM, LLC | 532 | $28.0K | 0.00% | +532 | New |
| Huntington National Bank | 576 | $31.0K | 0.00% | +576 | New |
| First Manhattan Co | 700 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 707 | $38.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 765 | $41.0K | 0.00% | +122+19.0% | Added |
| CoreCap Advisors, LLC | 890 | $47.0K | 0.00% | +890 | New |
| American Portfolios Advisors | 935 | $49.7K | 0.00% | +119+14.6% | Added |
| Cutler Group LP | 1,053 | $55.0K | 0.00% | +1,053 | New |
| Catalyst Capital Advisors LLC | 1,200 | $64.0K | 0.00% | +120+11.1% | Added |
| Quantbot Technologies LP | 1,315 | $69.0K | 0.01% | −2,881−68.7% | Reduced |
| AdvisorNet Financial, Inc | 1,300 | $69.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,438 | $76.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,505 | $79.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,500 | $80.0K | 0.01% | +1,500 | New |
| Zions Bancorporation, N.A. | 1,548 | $82.0K | 0.01% | −315−16.9% | Reduced |
| Harbour Investments, Inc. | 1,562 | $83.0K | 0.00% | −1,074−40.7% | Reduced |
| Macquarie Group Ltd | 1,999 | $106.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 2,067 | $110.0K | 0.16% | −6,191−75.0% | Reduced |
| Salem Investment Counselors Inc | 2,065 | $110.0K | 0.00% | +2,065 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,111 | $112.0K | 0.00% | +2,111 | New |
| Future Financial Wealth Managment LLC | 2,134 | $115.0K | 0.09% | +2,134 | New |
| Steward Partners Investment Advisory, LLC | 2,200 | $117.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,296 | $122.0K | 0.05% | +14+0.6% | Added |
| Commons Capital, LLC | 2,690 | $143.0K | 0.14% | +2,690 | New |
| IFP Advisors, Inc | 2,700 | $145.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,730 | $146.0K | 0.03% | +30+1.1% | Added |
| Resources Management Corp | 2,764 | $147.0K | 0.02% | +883+46.9% | Added |
| Cribstone Capital Management, LLC | 3,200 | $170.0K | 0.09% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,298 | $175.0K | 0.00% | +3,298 | New |
| Simplex Trading, LLC | 3,577 | $190.0K | 0.01% | +3,577 | New |
| Bourgeon Capital Management LLC | 3,740 | $199.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,749 | $199.0K | 0.00% | +577+18.2% | Added |
| Signaturefd, LLC | 3,849 | $204.0K | 0.01% | +3+0.1% | Added |
| Guggenheim Capital LLC | 3,832 | $204.0K | 0.00% | +3,832 | New |
| Commerzbank Aktiengesellschaft | 3,915 | $208.0K | 0.01% | −780−16.6% | Reduced |
| Flagship Harbor Advisors, LLC | 3,923 | $208.0K | 0.02% | −39−1.0% | Reduced |
| Proequities, Inc. | 3,980 | $213.0K | 0.01% | −38−0.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $213.0K | 0.03% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 4,050 | $215.0K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,078 | $216.0K | 0.00% | +4,078 | New |
| State of Wyoming | 4,092 | $217.0K | 0.10% | −130−3.1% | Reduced |
| Davenport & Co LLC | 4,225 | $224.0K | 0.00% | −50−1.2% | Reduced |
| Sandbox Financial Partners, LLC | 4,354 | $231.0K | 0.14% | +19+0.4% | Added |
| Point72 Hong Kong Ltd | 4,391 | $233.0K | 0.02% | −1,440−24.7% | Reduced |
| Colonial River Wealth Management, LLC | 4,450 | $236.0K | 0.13% | +4,450 | New |
| Squarepoint Ops LLC | 4,506 | $239.0K | 0.00% | −19,443−81.2% | Reduced |
| CIBC Asset Management Inc | 4,511 | $240.0K | 0.00% | +4,511 | New |
| Regions Financial Corp | 4,575 | $243.0K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,591 | $244.0K | 0.02% | +48+1.1% | Added |
| Prudent Man Advisors, LLC | 4,707 | $250.0K | 0.10% | −845−15.2% | Reduced |
| First Midwest Bank Trust Division | 4,837 | $257.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,834 | $257.0K | 0.00% | +187+4.0% | Added |
| Tower Research Capital LLC (TRC) | 4,935 | $262.0K | 0.00% | +3,349+211.2% | Added |
| WESCAP Management Group, Inc. | 5,000 | $265.0K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,000 | $266.0K | 0.02% | −30−0.6% | Reduced |
| Pictet Asset Management SA | 5,000 | $266.0K | 0.00% | 00.0% | Unchanged |