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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 13,193 | $701.0K | 0.05% | −775−5.5% | Reduced |
| Creative Planning | 13,101 | $696.0K | 0.00% | −153−1.2% | Reduced |
| National Asset Management, Inc. | 13,070 | $695.0K | 0.02% | +29+0.2% | Added |
| Jag Capital Management, LLC | 13,072 | $694.0K | 0.05% | −4,803−26.9% | Reduced |
| Red Spruce Capital, LLC | 12,966 | $689.0K | 0.38% | 00.0% | Unchanged |
| BSW Wealth Partners | 12,887 | $685.0K | 0.17% | +63+0.5% | Added |
| Allstate Corp | 12,835 | $682.0K | 0.01% | −167−1.3% | Reduced |
| Outlook Wealth Advisors, LLC | 12,720 | $676.0K | 0.20% | +380+3.1% | Added |
| ETF Managers Group, LLC | 12,233 | $656.0K | 0.01% | +582+5.0% | Added |
| Baldwin Brothers Inc | 12,324 | $655.0K | 0.07% | −325−2.6% | Reduced |
| Energy Income Partners, LLC | 12,148 | $645.0K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 12,140 | $645.0K | 0.00% | +12,140 | New |
| Paloma Partners Management Co | 12,077 | $642.0K | 0.02% | +12,077 | New |
| Vident Investment Advisory, LLC | 11,700 | $622.0K | 0.02% | +3,667+45.6% | Added |
| Atlas Brown,Inc. | 11,551 | $614.0K | 0.24% | −51−0.4% | Reduced |
| Victory Capital Management Inc | 11,458 | $609.0K | 0.00% | −32,114−73.7% | Reduced |
| Everett Harris & Co | 11,300 | $600.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 11,181 | $593.9K | 0.01% | −206−1.8% | Reduced |
| Nomura Holdings Inc | 11,073 | $590.0K | 0.00% | +11,073 | New |
| Kennedy Capital Management, Inc. | 10,800 | $574.0K | 0.01% | −921−7.9% | Reduced |
| Natixis Advisors, L.P. | 10,435 | $554.0K | 0.00% | +10,435 | New |
| Public Employees Retirement Association of Colorado | 10,404 | $553.0K | 0.00% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 10,280 | $546.0K | 0.02% | +1,270+14.1% | Added |
| Amalgamated Bank | 10,147 | $539.0K | 0.00% | −97−0.9% | Reduced |
| Veritable, L.P. | 10,122 | $538.0K | 0.01% | +597+6.3% | Added |
| TCW Group Inc | 10,038 | $533.0K | 0.00% | +10,038 | New |
| Cetera Advisor Networks LLC | 10,013 | $532.0K | 0.01% | −788−7.3% | Reduced |
| HighTower Advisors, LLC | 9,802 | $518.0K | 0.00% | −98−1.0% | Reduced |
| Scotia Capital Inc. | 9,559 | $508.0K | 0.00% | −1,981−17.2% | Reduced |
| Jane Street Group, LLC | 9,555 | $508.0K | 0.00% | +2,804+41.5% | Added |
| CPR Investments Inc. | 9,097 | $483.0K | 0.35% | +9,097 | New |
| LGL Partners, LLC | 9,000 | $478.0K | 0.06% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8,925 | $474.0K | 0.04% | +8,925 | New |
| Duality Advisers, LP | 8,755 | $465.0K | 0.05% | −1,294−12.9% | Reduced |
| Annapolis Financial Services, LLC | 8,537 | $454.0K | 0.14% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 8,228 | $437.0K | 0.05% | −358−4.2% | Reduced |
| Kepos Capital LP | 8,180 | $435.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,019 | $426.0K | 0.02% | −2,338−22.6% | Reduced |
| Mission Wealth Management, LP | 8,024 | $426.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 7,958 | $423.0K | 0.02% | +2,858+56.0% | Added |
| Fort Washington Investment Advisors Inc | 7,924 | $421.0K | 0.00% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 7,850 | $417.0K | 0.07% | +2,000+34.2% | Added |
| Fca Corp | 7,600 | $404.0K | 0.14% | +7,600 | New |
| Smithfield Trust Co | 7,542 | $400.0K | 0.02% | −62−0.8% | Reduced |
| Alberta Investment Management Corp | 7,454 | $396.0K | 0.00% | +7,454 | New |
| Stratos Wealth Partners, LTD. | 7,392 | $393.0K | 0.01% | −623−7.8% | Reduced |
| Gamble Jones Investment Counsel | 7,406 | $393.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 7,400 | $393.0K | 0.03% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 7,395 | $393.0K | 0.29% | +500+7.3% | Added |
| Prudential Financial Inc | 6,212 | $392.0K | 0.00% | −585−8.6% | Reduced |
| Keybank National Association | 7,083 | $376.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 7,024 | $373.0K | 0.00% | −46−0.7% | Reduced |
| Spire Wealth Management | 7,000 | $372.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 9,609 | $369.0K | 0.00% | −606−5.9% | Reduced |
| Avantax Advisory Services, Inc. | 6,932 | $368.0K | 0.01% | +109+1.6% | Added |
| 1620 Investment Advisors, Inc. | 6,624 | $352.0K | 0.39% | +6,624 | New |
| HSBC Holdings PLC | 6,507 | $349.0K | 0.00% | +24+0.4% | Added |
| JustInvest LLC | 6,555 | $348.0K | 0.02% | +197+3.1% | Added |
| Mackenzie Financial Corp | 6,483 | $344.0K | 0.00% | +566+9.6% | Added |
| National Bank of Canada | 6,413 | $341.0K | 0.00% | +6,413 | New |
| Inverness Counsel LLC | 6,346 | $337.0K | 0.01% | −2,577−28.9% | Reduced |
| AllSquare Wealth Management LLC | 6,299 | $335.0K | 0.20% | −136−2.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,174 | $328.0K | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,000 | $319.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,976 | $317.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,832 | $310.0K | 0.02% | −1,173−16.7% | Reduced |
| Guerra Pan Advisors, LLC | 5,713 | $303.0K | 0.30% | +5,713 | New |
| Gilman Hill Asset Management, LLC | 5,625 | $299.0K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 5,589 | $297.0K | 0.27% | +5,589 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,500 | $295.0K | 0.01% | 00.0% | Unchanged |
| American Money Management, LLC | 5,451 | $290.0K | 0.08% | +5+0.1% | Added |
| Franklin Resources Inc | 5,467 | $290.0K | 0.00% | +269+5.2% | Added |
| Keeley-Teton Advisors, LLC | 5,337 | $284.0K | 0.03% | 00.0% | Unchanged |
| Harrington Investments, INC | 5,245 | $279.0K | 0.15% | +75+1.5% | Added |
| Bond & Devick Financial Network, Inc. | 5,072 | $269.0K | 0.20% | +242+5.0% | Added |
| 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 |
| WESCAP Management Group, Inc. | 5,000 | $265.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,935 | $262.0K | 0.00% | +3,349+211.2% | Added |
| 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 |
| Prudent Man Advisors, LLC | 4,707 | $250.0K | 0.10% | −845−15.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,591 | $244.0K | 0.02% | +48+1.1% | Added |
| Regions Financial Corp | 4,575 | $243.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,511 | $240.0K | 0.00% | +4,511 | New |
| Squarepoint Ops LLC | 4,506 | $239.0K | 0.00% | −19,443−81.2% | Reduced |
| Colonial River Wealth Management, LLC | 4,450 | $236.0K | 0.13% | +4,450 | New |
| Point72 Hong Kong Ltd | 4,391 | $233.0K | 0.02% | −1,440−24.7% | Reduced |
| Sandbox Financial Partners, LLC | 4,354 | $231.0K | 0.14% | +19+0.4% | Added |
| Davenport & Co LLC | 4,225 | $224.0K | 0.00% | −50−1.2% | Reduced |
| State of Wyoming | 4,092 | $217.0K | 0.10% | −130−3.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,078 | $216.0K | 0.00% | +4,078 | New |
| Portland Global Advisors LLC | 4,050 | $215.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Signaturefd, LLC | 3,849 | $204.0K | 0.01% | +3+0.1% | Added |
| Guggenheim Capital LLC | 3,832 | $204.0K | 0.00% | +3,832 | New |
| Bourgeon Capital Management LLC | 3,740 | $199.0K | 0.04% | 00.0% | Unchanged |