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Livermore
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, 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.

Institutional holdersQ4 2021: 376 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 heldQ4 2021: $3.82B
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, Q4 2021

Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q3 2021.

Institutions holding HASI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bond & Devick Financial Network, Inc.5,072$269.0K0.20%+242+5.0%Added
Harrington Investments, INC5,245$279.0K0.15%+75+1.5%Added
Keeley-Teton Advisors, LLC5,337$284.0K0.03%00.0%Unchanged
American Money Management, LLC5,451$290.0K0.08%+5+0.1%Added
Franklin Resources Inc5,467$290.0K0.00%+269+5.2%Added
Harel Insurance Investments & Financial Services Ltd.5,500$295.0K0.01%00.0%Unchanged
First Affirmative Financial Network5,589$297.0K0.27%+5,589New
Gilman Hill Asset Management, LLC5,625$299.0K0.07%00.0%Unchanged
Guerra Pan Advisors, LLC5,713$303.0K0.30%+5,713New
Belpointe Asset Management LLC5,832$310.0K0.02%−1,173−16.7%Reduced
Ameritas Investment Partners, Inc.5,976$317.0K0.01%00.0%Unchanged
Welch & Forbes LLC6,000$319.0K0.00%00.0%Unchanged
Reynders McVeigh Capital Management, LLC6,174$328.0K0.02%00.0%Unchanged
AllSquare Wealth Management LLC6,299$335.0K0.20%−136−2.1%Reduced
Inverness Counsel LLC6,346$337.0K0.01%−2,577−28.9%Reduced
National Bank of Canada6,413$341.0K0.00%+6,413New
Mackenzie Financial Corp6,483$344.0K0.00%+566+9.6%Added
JustInvest LLC6,555$348.0K0.02%+197+3.1%Added
HSBC Holdings PLC6,507$349.0K0.00%+24+0.4%Added
1620 Investment Advisors, Inc.6,624$352.0K0.39%+6,624New
Avantax Advisory Services, Inc.6,932$368.0K0.01%+109+1.6%Added
Comerica Bank9,609$369.0K0.00%−606−5.9%Reduced
Spire Wealth Management7,000$372.0K0.01%00.0%Unchanged
Principal Financial Group Inc7,024$373.0K0.00%−46−0.7%Reduced
Keybank National Association7,083$376.0K0.00%00.0%Unchanged
Prudential Financial Inc6,212$392.0K0.00%−585−8.6%Reduced
Stratos Wealth Partners, LTD.7,392$393.0K0.01%−623−7.8%Reduced
Gamble Jones Investment Counsel7,406$393.0K0.02%00.0%Unchanged
Bard Financial Services, Inc.7,400$393.0K0.03%00.0%Unchanged
Gitterman Wealth Management, LLC7,395$393.0K0.29%+500+7.3%Added
Alberta Investment Management Corp7,454$396.0K0.00%+7,454New
Smithfield Trust Co7,542$400.0K0.02%−62−0.8%Reduced
Fca Corp7,600$404.0K0.14%+7,600New
Boenning & Scattergood, Inc.7,850$417.0K0.07%+2,000+34.2%Added
Fort Washington Investment Advisors Inc7,924$421.0K0.00%00.0%Unchanged
AlphaCrest Capital Management LLC7,958$423.0K0.02%+2,858+56.0%Added
Wedbush Securities Inc8,019$426.0K0.02%−2,338−22.6%Reduced
Mission Wealth Management, LP8,024$426.0K0.02%00.0%Unchanged
Kepos Capital LP8,180$435.0K0.04%00.0%Unchanged
Good Life Advisors, LLC8,228$437.0K0.05%−358−4.2%Reduced
Annapolis Financial Services, LLC8,537$454.0K0.14%00.0%Unchanged
Duality Advisers, LP8,755$465.0K0.05%−1,294−12.9%Reduced
Money Concepts Capital Corp8,925$474.0K0.04%+8,925New
LGL Partners, LLC9,000$478.0K0.06%00.0%Unchanged
CPR Investments Inc.9,097$483.0K0.35%+9,097New
Scotia Capital Inc.9,559$508.0K0.00%−1,981−17.2%Reduced
Jane Street Group, LLC9,555$508.0K0.00%+2,804+41.5%Added
HighTower Advisors, LLC9,802$518.0K0.00%−98−1.0%Reduced
Cetera Advisor Networks LLC10,013$532.0K0.01%−788−7.3%Reduced
TCW Group Inc10,038$533.0K0.00%+10,038New
Veritable, L.P.10,122$538.0K0.01%+597+6.3%Added
Amalgamated Bank10,147$539.0K0.00%−97−0.9%Reduced
Cannell Peter B & Co Inc10,280$546.0K0.02%+1,270+14.1%Added
Public Employees Retirement Association of Colorado10,404$553.0K0.00%00.0%Unchanged
Natixis Advisors, L.P.10,435$554.0K0.00%+10,435New
Kennedy Capital Management, Inc.10,800$574.0K0.01%−921−7.9%Reduced
Nomura Holdings Inc11,073$590.0K0.00%+11,073New
Advisors Asset Management, Inc.11,181$593.9K0.01%−206−1.8%Reduced
Everett Harris & Co11,300$600.0K0.01%00.0%Unchanged
Victory Capital Management Inc11,458$609.0K0.00%−32,114−73.7%Reduced
Atlas Brown,Inc.11,551$614.0K0.24%−51−0.4%Reduced
Vident Investment Advisory, LLC11,700$622.0K0.02%+3,667+45.6%Added
Paloma Partners Management Co12,077$642.0K0.02%+12,077New
Energy Income Partners, LLC12,148$645.0K0.02%00.0%Unchanged
Ensign Peak Advisors, Inc12,140$645.0K0.00%+12,140New
Baldwin Brothers Inc12,324$655.0K0.07%−325−2.6%Reduced
ETF Managers Group, LLC12,233$656.0K0.01%+582+5.0%Added
Outlook Wealth Advisors, LLC12,720$676.0K0.20%+380+3.1%Added
Allstate Corp12,835$682.0K0.01%−167−1.3%Reduced
BSW Wealth Partners12,887$685.0K0.17%+63+0.5%Added
Red Spruce Capital, LLC12,966$689.0K0.38%00.0%Unchanged
Jag Capital Management, LLC13,072$694.0K0.05%−4,803−26.9%Reduced
National Asset Management, Inc.13,070$695.0K0.02%+29+0.2%Added
Creative Planning13,101$696.0K0.00%−153−1.2%Reduced
Shufro Rose & Co LLC13,193$701.0K0.05%−775−5.5%Reduced
Vert Asset Management LLC13,229$703.0K0.58%+13,229New
Glassman Wealth Services13,788$732.0K0.13%−531−3.7%Reduced
Sheets Smith Wealth Management14,117$750.0K0.09%+2,878+25.6%Added
SG Americas Securities, LLC14,181$753.0K0.00%−50,786−78.2%Reduced
M&T Bank Corp14,176$753.0K0.00%−147−1.0%Reduced
Blair William & Co14,514$771.0K0.00%+1,213+9.1%Added
Teacher Retirement System of Texas15,190$807.0K0.00%+2,587+20.5%Added
Boston Trust Walden Corp15,641$831.0K0.01%−435−2.7%Reduced
US Bancorp15,880$844.0K0.00%+2,130+15.5%Added
GWM Advisors LLC16,275$864.0K0.01%+9,040+124.9%Added
Winfield Associates, Inc.16,682$886.0K0.30%+350+2.1%Added
ProShare Advisors LLC16,745$889.0K0.00%+6,916+70.4%Added
Fiduciary Trust Co16,759$891.0K0.01%00.0%Unchanged
Greenwood Capital Associates LLC16,950$900.0K0.13%+592+3.6%Added
Qube Research & Technologies Ltd17,285$918.0K0.01%+17,285New
Capital Financial Services, LLC17,295$919.0K1.00%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC17,600$935.0K0.04%−100−0.6%Reduced
Spirit of America Management Corp17,717$941.0K0.19%−6,000−25.3%Reduced
STRS Ohio17,800$945.0K0.00%00.0%Unchanged
Gabelli Funds LLC18,000$956.0K0.01%00.0%Unchanged
Bard Associates Inc18,019$957.0K0.31%00.0%Unchanged
Bailard, Inc.18,400$977.0K0.03%+18,400New
Access Financial Services, Inc.18,411$978.0K0.44%−9,663−34.4%Reduced
Andrew Hill Investment Advisors, Inc.18,545$985.0K0.92%+18,545New
ExodusPoint Capital Management, LP18,889$1.00M0.01%+18,889New