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, Q1 2022
Institutional positions in HA Sustainable Infrastructure Capital, Inc. as of Mar 31, 2022. 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
- +5 vs. Q4 2021
- Shares held
- 75.3M
- +3.55M (+5.0%) vs. Q4 2021
- Total value
- $3.57B
- −$237.2M (−6.2%) vs. Q4 2021
- New holders
- 44
- 158 more added
- Sold out
- 39
- 115 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding HA Sustainable Infrastructure Capital, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $0 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 4 | $190 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 12 | $1.00K | 0.00% | −87−87.9% | Reduced |
| TCTC Holdings, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 23 | $1.00K | 0.00% | −3−11.5% | Reduced |
| Meeder Asset Management Inc | 40 | $2.00K | 0.00% | +2+5.3% | Added |
| Bedel Financial Consulting, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 68 | $3.00K | 0.00% | −697−91.1% | Reduced |
| Allworth Financial LP | 59 | $3.00K | 0.00% | −234−79.9% | Reduced |
| Washington Trust Co | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 53 | $3.00K | 0.00% | +12+29.3% | Added |
| Lindbrook Capital, LLC | 94 | $4.00K | 0.00% | +94 | New |
| Covington Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 155 | $7.00K | 0.00% | +7+4.7% | Added |
| Stephens Consulting, LLC | 166 | $7.87K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 167 | $7.92K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 177 | $8.00K | 0.00% | −1,888−91.4% | Reduced |
| Lloyd Advisory Services, LLC. | – | $8.00K | 0.00% | – | – |
| Pflug Koory, LLC | 160 | $8.00K | 0.00% | +80+100.0% | Added |
| Rational Advisors LLC | 174 | $8.00K | 0.00% | +174 | New |
| TD Private Client Wealth LLC | 190 | $9.01K | 0.00% | +190 | New |
| Manchester Capital Management LLC | 205 | $10.0K | 0.00% | −33−13.9% | Reduced |
| HBC Financial Services, PLLC | 300 | $11.0K | 0.01% | −100−25.0% | Reduced |
| Penserra Capital Management LLC | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 304 | $14.0K | 0.01% | +114+60.0% | Added |
| Ancora Advisors, LLC | 300 | $14.0K | 0.00% | +200+200.0% | Added |
| Quadrant Capital Group LLC | 302 | $14.0K | 0.00% | +213+239.3% | Added |
| Newbridge Financial Services Group, Inc. | 320 | $15.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 340 | $16.0K | 0.01% | +340 | New |
| Horan Securities, Inc. | 348 | $17.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 428 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 418 | $20.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 440 | $20.0K | 0.00% | +30+7.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 439 | $21.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 436 | $21.0K | 0.01% | +436 | New |
| Cambridge Trust Co | 460 | $22.0K | 0.00% | +460 | New |
| BDO Wealth Advisors, LLC | 490 | $23.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 500 | $23.7K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 500 | $24.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 518 | $25.0K | 0.01% | +518 | New |
| Huntington National Bank | 576 | $27.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 614 | $29.0K | 0.00% | −4,321−87.6% | Reduced |
| Hartford Financial Management Inc. | 707 | $34.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 781 | $37.0K | 0.00% | +249+46.8% | Added |
| Lazard Asset Management LLC | 803 | $38.0K | 0.00% | +803 | New |
| American Portfolios Advisors | 802 | $38.0K | 0.00% | −133−14.2% | Reduced |
| Point72 Hong Kong Ltd | 1,255 | $60.0K | 0.01% | −3,136−71.4% | Reduced |
| AdvisorNet Financial, Inc | 1,300 | $62.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,404 | $67.0K | 0.00% | +1,404 | New |
| Zions Bancorporation, N.A. | 1,548 | $73.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,808 | $86.0K | 0.00% | −303−14.4% | Reduced |
| Neo Ivy Capital Management | 1,808 | $86.0K | 0.08% | −259−12.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,904 | $90.0K | 0.00% | +466+32.4% | Added |
| Macquarie Group Ltd | 1,999 | $95.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,366 | $102.0K | 0.00% | +1,666+61.7% | Added |
| Future Financial Wealth Managment LLC | 2,151 | $102.0K | 0.08% | +17+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,200 | $104.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,312 | $110.0K | 0.04% | +16+0.7% | Added |
| Bartlett & Co. LLC | 2,787 | $132.0K | 0.00% | +2,787 | New |
| Bartlett & Co. Wealth Management LLC | 2,787 | $132.2K | 0.00% | +2,787 | New |
| Private Capital Group, LLC | 3,160 | $150.0K | 0.03% | +430+15.8% | Added |
| Cribstone Capital Management, LLC | 3,200 | $152.0K | 0.08% | 00.0% | Unchanged |
| Commons Capital, LLC | 3,380 | $160.0K | 0.17% | +690+25.7% | Added |
| The PNC Financial Services Group, Inc. | 3,566 | $168.0K | 0.00% | −183−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 3,704 | $175.0K | 0.00% | −374−9.2% | Reduced |
| Proequities, Inc. | 3,707 | $176.0K | 0.01% | −273−6.9% | Reduced |
| Bourgeon Capital Management LLC | 3,740 | $177.0K | 0.04% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,000 | $190.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 4,054 | $192.0K | 0.03% | +1,290+46.7% | Added |
| Davenport & Co LLC | 4,225 | $200.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,239 | $201.0K | 0.00% | −272−6.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,261 | $202.0K | 0.02% | −739−14.8% | Reduced |
| State of Wyoming | 4,298 | $204.0K | 0.10% | +206+5.0% | Added |
| Colonial River Wealth Management, LLC | 4,450 | $211.0K | 0.12% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 4,462 | $212.0K | 0.03% | +4,462 | New |
| Douglass Winthrop Advisors, LLC | 4,597 | $218.0K | 0.01% | −90,206−95.2% | Reduced |
| Signaturefd, LLC | 4,604 | $218.0K | 0.01% | +755+19.6% | Added |
| Metropolitan Life Insurance Co | 4,661 | $221.1K | 0.01% | −15,431−76.8% | Reduced |
| Jane Street Group, LLC | 4,825 | $229.0K | 0.00% | −4,730−49.5% | Reduced |
| Buckley Wealth Management, LLC | 4,862 | $231.0K | 0.06% | +4,862 | New |
| Guerra Pan Advisors, LLC | 5,713 | $232.0K | 0.28% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 4,900 | $232.0K | 0.06% | +4,900 | New |
| Sandbox Financial Partners, LLC | 4,956 | $235.0K | 0.13% | +602+13.8% | Added |
| Pictet Asset Management SA | 5,000 | $237.0K | 0.00% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 5,000 | $237.0K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,998 | $237.0K | 0.01% | +4,998 | New |
| Regions Financial Corp | 5,025 | $238.0K | 0.00% | +450+9.8% | Added |
| Truvestments Capital LLC | 5,197 | $246.0K | 0.13% | +5,197 | New |
| Bond & Devick Financial Network, Inc. | 5,202 | $247.0K | 0.20% | +130+2.6% | Added |
| Windmill Hill Asset Management Ltd | 5,212 | $247.0K | 0.12% | +5,212 | New |
| Harrington Investments, INC | 5,225 | $248.0K | 0.15% | −20−0.4% | Reduced |
| AE Wealth Management LLC | 5,263 | $250.0K | 0.00% | +429+8.9% | Added |
| Aigen Investment Management, LP | 5,296 | $251.0K | 0.04% | +5,296 | New |
| Keeley-Teton Advisors, LLC | 5,337 | $253.0K | 0.03% | 00.0% | Unchanged |
| American Money Management, LLC | 5,457 | $259.0K | 0.07% | +6+0.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,500 | $261.0K | 0.00% | 00.0% | Unchanged |